Stack Capital Group (STCK) Corporate presentation summary

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, with recent IPOs showing much larger market caps and revenues than legacy IPOs.

Solution and competitive advantages

• 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, transparency, and regulatory oversight, with shares tradable on the TSX and regular portfolio reviews.

• Permanent capital structure eliminates forced selling, and an experienced management team leverages a strong network for deal flow and value creation.

Investment strategy and portfolio

• Focuses on acquiring preferred equity in the last 1-2 rounds before IPO, providing risk-adjusted exposure and liquidation preference.

• Selectively invests across preferred equity, common equity, and convertible debt, targeting companies with strong growth, balance sheets, and experienced management.

• Portfolio includes leading companies in AI, space, fintech, cybersecurity, robotics, and energy, with top holdings in SpaceX, Canva, OpenAI, Locus Robotics, Crusoe, and CoreWeave.