Centana Growth Partners

A CENTANA PORTFOLIO COMPANY?

We partner with entrepreneurs and businesses that:

• Benefit from capital, the Centana Strategic Network and from board-level experience on how to build market-leading businesses in the financial services ecosystem • Demonstrate strong historical and ongoing growth • Possess a talented leadership team • Enjoy good unit economics; overall profitability is not required • Have meaningful customer traction, including $7 to 75 million in recurring revenue Centana Growth Partners is a growth equity fund with a global investment mandate, offices in Palo Alto and New York, currently investing out of a $375 million fund We have:

• Investment team with decades of deep, relevant sector experience investing in, working with, and working for companies in financial services, fintech, and related enterprise software, and a commitment to helping our portfolio companies grow
• Diverse strategic network of operating executives and industry influencers across the financial services ecosystem – the Centana Strategic Network
• Investments across asset management, insurance, wealth management, banking, payments and capital markets firms; fintech companies and enterprise software firms selling into financial verticals
• Investments of $10 to 40+ million in each company, tailored to meet the needs of each entrepreneur

THE CENTANA ADVISORY BOARD

Former Chief Strategy Officer, International Securities Exchange CFO & Chief Administrative Officer, Bamboo Former P&C Group CFO, Kemper Founder and Chairman, Fox-Pitt Kelton Cochran Caronia Waller Former, Financial Institutions Group Former EVP, Chief Strategy Officer, Verifone Former Head of Payment Strategy, JP Morgan Chase Chief Financial Officer, ThoughtSpot Senior Advisor, McKinsey & Company Former Co-Head of Technology Goldman Sachs President & CEO, Elkhorn Former Head of Global ETF Business, Powershares Managing Director & Head of Corporate Strategy, DTCC CEO, MyVest (Acquired by TIAA) Senior Business Leader, M&A, Mastercard Global Head of Wealth Management, Refinitiv Former President, Envestnet Chief Business Officer, Lazard Asset Management SVP, Head of Modernization Strategy at Global Payments Inc Former Partner at TechCXO EVP, Chief Human Resources Officer at PayPal Former Global Head of Payments, McKinsey & Company Chief Technology Officer, Blackstone Former Group CTO and Chief Innovation Officer, Barclays President, Fidelity Digital Assets CALIFORNIA ∙ 540 Cowper Street ∙ Suite 200 ∙ Palo Alto, CA 94301 CALIFORNIA ∙ 201 Mission Street ∙ Suite 2250 ∙ San Francisco, CA 94105 NEW YORK ∙ 292 Madison Avenue ∙ 20th Floor ∙ New York, NY 10017