Stack Capital Group (STCK) Investor presentation summary

Market opportunity and barriers

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

• Private companies have grown significantly, with a 489% increase since 1996, while public companies have declined by 41%.

• Companies are staying private longer, capturing more growth before IPO, and entering public markets at larger sizes and higher valuations.

Solution and structure

• Provides democratized access to growth and late-stage pre-IPO companies for both accredited and non-accredited investors.

• Shares are liquid and tradeable on the TSX, with transparency through quarterly portfolio reviews.

• Permanent capital structure avoids forced selling and aligns investment horizon with portfolio companies.

Investment approach and advantages

• Focuses on diversified, risk-adjusted investments across preferred equity, common equity, and convertible debt.

• Targets companies with strong growth, balance sheets, experienced management, and attractive valuations.

• Leverages an experienced management and advisory team with deep networks and proven track records.