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BI & Marketing Automation Software for the Automotive Industry #68659 Sign NDA ► Location Colorado 2025 Est. Revenue $2,100,000 2025 Est. EBITDA $288,000 DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such informati on. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members are agents for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Lee Kendall Senior M&A Advisor Email: lkendall@generational.com Office: 303-803-8308 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS The Company's cloud-based software product delivers data analytics, business intelligence, and marketing automation for motor vehicle OEMs and dealer networks (98% of 2024 revenue). Revenue is derived primarily from survey/marketing activities (40%), custom development and consulting (29%), and recurring maintenance fees (31%). The Company also supports customers in non- automotive industries (2%). INVESTMENT APPEAL • Highly Profitable Niche Business: The Company operates in a specialized sector with few direct competitors offering similar data analytics and marketing automation solutions. • Established Blue-Chip Clients: The Company maintains long-standing relationships with major OEMs, demonstrating the Company's ability to serve high- profile, industry-leading clients. • Client Retention: The Company's solutions are deeply embedded within OEM operations, fostering long-term relationships and reducing customer churn. Management trends favor increasing reliance on data-driven decision-making ensuring continued demand for the Company's analytics and marketing tools. • Product Scalability & Customization: The Company's modular software architecture allows for seamless integration with existing client systems and easy customization to meet OEM's specific needs. This adaptability supports expansion across new clients and industries with minimal infrastructure changes. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022