Dolphin Entertainment (DLPN) investor relations material

Company evolution and strategic vision

• Originated as a TV and film producer, with a strong track record in kids' programming and early adoption of digital and influencer marketing.

• Shifted focus in 2016 to leverage the rise of streaming and influencer-driven promotion, acquiring top PR and influencer marketing firms.

• Built a group structure with three pillars: marketing, entertainment content, and ventures taking ownership stakes in marketed assets.

• Pursues ownership in content, live events, and consumer products where marketing expertise drives success.

• Strategy aims for cash flow positivity and upside from equity stakes, minimizing cash burn.

Marketing group composition and capabilities

• Assembled leading PR and influencer agencies: 42West (film/TV), Shore Fire Media (music), The Door (celebrity chefs), Elle Communications (impact/nonprofit), and merged influencer agencies Be Social and Socialite.

• Manages over 300 influencers and executes campaigns for brands, with a strong presence in celebrity event production.

• Earned media (PR + influencer) is now central to launching consumer products, often replacing traditional paid advertising.

• Group recognized as Agency of the Year, with a predominantly female leadership.

• Client roster includes elite brands and personalities across entertainment, music, culinary, and nonprofit sectors.

Ventures and investment approach

• Focuses on taking minority stakes in ventures where marketing can drive outsized returns, especially in content, live events, and consumer products.

• Successful joint venture with IMAX led to a profitable documentary sale to Amazon; ongoing negotiations for further projects.

• Consumer product test case: launched a gin brand with Rachael Ray, leveraging distribution and celebrity influence, aiming for multiple similar ventures.

• Partnership with DealMaker enables efficient capital raising for ventures via Reg A and Reg CF, supporting scalable growth.

• Ventures are structured off-balance sheet, with Dolphin holding minority stakes and no direct debt exposure.