Stack Capital Group (STCK) Investor presentation summary

Market opportunity and barriers

• Private equity has become a major driver of wealth creation, with private companies increasing by 489% since 1996 while public companies have declined by 41%.

• Access to private equity is limited by accredited investor rules, high investment minimums, and lack of liquidity.

• Companies are staying private longer, realizing more growth before IPO, and entering public markets with larger market caps and revenues.

Solution and structure

• Access to growth and late-stage private equity is democratized for all investors through a TSX-listed vehicle.

• Shares are available to both accredited and non-accredited investors, with liquidity via public trading and transparency through regulatory reporting.

• Permanent capital structure eliminates forced selling and aligns investment horizons with portfolio companies.

Investment approach and portfolio

• Focus on acquiring preferred equity in the last 1-2 rounds before IPO for risk-adjusted exposure.

• Active investment management, diversified portfolio, and value-add support to portfolio companies.

• Portfolio includes leading companies in AI, data analytics, design software, robotics, travel, and energy, with SpaceX, Canva, OpenAI, and Crusoe among top holdings.