GENERATIONAL EQUITY

Clinical Research/Social Services Management Software #69009 Sign NDA ► Location: N. California 2025 Est. Revenue $1,220,000 2025 Est. EBITDA $420,000 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 information. 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 is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Erik Records Senior M&A Advisor Email: erecords@generational.com Office: 949-444-3863 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS This outstanding acquisition opportunity is for a leading provider of data management solutions that support both clinical research and social service programs. The Company's robust, cloud-based platform enables the development of highly configurable, secure applications—suitable for complex, multi- site randomized controlled trials, large-scale observational studies, and real-world care coordination initiatives. In 2024, revenue was derived from Platform SaaS (52%) and Consulting Services (48%). INVESTMENT BANK OF THE YEAR 2018 - 2022 - 2024 INVESTMENT APPEAL • Superior Name & Reputation — The Company has built a superior name and reputation with clients and other stakeholders. What sets it apart is its origin in clinical research. This foundation enables it to work with clients not just as software vendors, but as strategic partners, offering insight into data strategy, outcome measurement, and workflow optimization. • Proprietary Software — The Company offers a leading integrated eClinical Software as a Service (SaaS) platform with one of the most complete and trusted research solutions. • Strong Client Relationships — The Company has many strong and longstanding client relationships, which provide a source of repeat and referral business. • Highly Profitable Niche Business, Rising Profit Trend — The Company's EBITDA improved from 8.5% to 24.0% of revenue between 2022 and 2024 and grew at a 58.5% CAGR in nominal terms over that period. Further improvement in EBITDA margins from 34% to 43% of revenue are expected in the base and future years. Erik Records is a California Real Estate Salesperson with Generational Equity, West, Inc., Lic. 01163105

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