Massive, unpenetrated $240B+ TAM >$230T Global Real Estate Assets 20B Spaces Globally <0.1% Digital Penetration Market leader fueling the digital transformation of the built world 100X Rest of Market in SUM 10B Square Feet Scanned 4M Buildings Unrivaled software & data platform with significant expansion opportunities 3B+ 3D Data Points 64 Patents 10 Years of R&D Global, blue chip customers spanning diverse end markets 250K+ Subscribers 150+ Countries 112% Net Revenue Retention Rapid growth, efficient customer acquisition, and expanding margins 59% CY19-CY25E Revenue CAGR 12x CY20E LTV / CAC 2,500 bps of GM Expansion CY19-CY25E Proven leadership team with large-scale platform experience Prior Executive Experience: Apple, eBay, Google, & Salesforce 33 Notes: Patents includes issued and pending applications Net revenue retention compares the revenue from active subscriber accounts in 4Q19, excluding variable revenue, to the revenue generated in 4Q20 by those same accounts. LTV / CAC is calculated as the quotient of the product of the average subscription revenue per subscriber multiplied by subscription gross margin and revenue churn rate, divided by the quotient of sales and marketing expense and total new paid subscribers Gross margin estimates for CY21-CY25 exclude stock-based compensation expense TAM estimate from Savills World Research and the Company
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