Stack Capital Group (STCK) investor relations material

Market opportunity and barriers

• Access to high-growth private companies is limited for most investors due to accredited investor rules, high minimums, and lack of liquidity.

• Private equity has become a major driver of wealth creation as the number of public companies has declined and private companies have grown significantly in number and size.

• Companies are staying private longer, realizing more growth before IPO, making private market access increasingly valuable.

Solution and structure

• Provides democratized access to growth and late-stage pre-IPO companies for both accredited and non-accredited investors via a TSX-listed vehicle.

• Offers liquidity through public trading, transparency via regulatory reporting, and a structure not subject to redemption risk.

• Employs a diversified, risk-adjusted investment approach with active management and alignment of interests.

Competitive advantages

• Permanent capital structure eliminates forced selling and aligns with long-term growth of portfolio companies.

• Experienced management and advisory team with deep networks and value-add capabilities for portfolio companies.

• Accesses private companies through both primary and secondary transactions, leveraging relationships for deal flow.