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THE FUND LANDSCAPE HAS CHANGED

Many of the best and brightest investing minds are
dissatisfied and seeking a SMARTER ALTERNATIVE

Thought-leading capital allocators feel misaligned and would
welcome a more TAILORED SOLUTION

What if we can SOLVE PROBLEMS facing both world-class talent,
and sophisticated capital allocators?

What if we BRING THEM TOGETHER,
aligned and engaged towards a common goal?

What if we REIMAGINE PARTNERSHIP?

COALITION: ALIGNMENT-DRIVEN INVESTING

Coalition is a DEAL-BY-DEAL ECOSYSTEM, aligning exceptional, independent-minded talent with leading capital allocators

Members gain EXCLUSIVE ACCESS to unique investment opportunities, with more control and transparency

TALENT: CURATING FROM THE BEST

Coalition seeks to partner with SEASONED, PROVEN INVESTING TALENT who originate proprietary deal flow

Members co-invest alongside talent in these premiere deals, aligned by meaningful SKIN-IN-THE-GAME

AN ALL STAR TEAM

CULTURE MOTIVATION PASSION

PEDIGREE TRACK RECORD NICHE ORIGINATION

FUNDAMENTAL STRATEGIES PUBLIC / PRIVATE EQUITY / CREDIT

EX-FUND MANAGERS Seek independence and entrepreneurialism No longer wish to run own business

DEAL SPONSORS Seek connectivity and efficiency Sole proprietor model too hard

SUPER INVESTORS Great investors, but singular skillset Need a specific platform, but none exist

FUTURE FOUNDERS Seek to build relationships and reputation May desire to run own business, one day

TALENT: OPTIMIZING TIME AND FOCUS

Coalition “FLIPS THE MODEL” for talent, empowering them to focus what they do best: invest

Members access PROPRIETARY DEALS from an “all-star” team that no one could hire

TRADITIONAL ROLES TIME STRETCHED ACROSS MANY TASKS

STREAMLINED FOCUS

INCREASED RETURN ON TIME

DEEPER DUE DILIGENCE

INCREASED CONVICTION

HIGHER PROBABILITY OF SUCCESS

BETTER INVESTMENT OPPORTUNITIES

MEMBERS: OFFERING A BESPOKE EXPERIENCE

Coalition MEMBERSHIP delivers numerous benefits, and a differentiated partnership

Members CUSTOMIZE ENGAGEMENT to access the deals and relationships that resonates most

CONTROL

Direct your specific investments, deal-by-deal No minimum deal or capital requirements

ALIGNMENT

Skin-in-the-game aligns talent and allocators No mark-to-market fees, No asset gathering incentive

OPPORTUNITY

Expanded opportunity set Deals and a team that were not accessible

CUSTOMIZATION

Self-select from a series of attractive options Inherently build your own custom portfolio

EFFICIENCY

Streamlined allocation and documentation process Hyper-focus on reduced friction, and simplified interactions

ADDITIONAL

Members access ancillary opportunities Benefits continue to enhance as the network scales

MODEL: REIMAGINING PARTNERSHIP

Coalition’s CLOSED-LOOP ECOSYSTEM is robust, resilient and ever-growing in value

Members help build momentum through engagement, GROWING NETWORK VALUE for the community

REIMAGINE PARTNERSHIP

ENGAGED MEMBERSHIP

HIGHQUALITY INVESTING TALENT

PREMIUM, PROPRIETARY DEAL FLOW

ENHANCED CAPITAL-RAISING PROBABILITY

POTENTIAL FOR OUTSIZED RETURNS

HIGHEST VALUE TO EVERYONE

DEALS:CREATING OPPORTUNITIES

Coalition’s EFFICIENT DEAL PROCESS reduces friction for both talent and members

Members benefit from QUALITY-CONTROL and a streamlined deal evaluation and funding process

DEAL ORIGINATION LIFECYCLE DEAL FUNDING LIFECYCLE

REIMAGINE PARTNERSHIP

HIGHESTCONVICTION OPPORTUNITIES
Talent operating autonomously to originate and research

STANDARDIZED INTERNAL PROCESSES
Talent leverages Coalition’s team to communicate consistently and effectively

COALITION QUALITYCONTROL
Gate-keeper for Members. Ensuring deals are high-quality and well communicated

MEMBER DUE DILIGENCE
Process designed for effciency. Opt-in feature, proprietary deal portal, group and custom interaction

MEMBER CAPITAL COMMITMENT
Organized and fair. No rush to “be first.” Doc process streamlined and systematized

MEMBER DEAL-BY-DEAL FUNDING
Members and talent aligned in same vehicle. Regular updates provided during life of deal

VISION:BUILDING A COALITION

Coalition is leveraging PERSONAL EXPERIENCE to construct a unique solution

Members [will be rewarded for JOINING EARLY]

COALITION MEMBERSHIP BASE

Equity Members (4-5)

Founding Members (10-15)

Members (up to 50 total)

PLANNING
Refine the Vision Design the Experience Road-Test the Concepth

STRATEGIC PARTNERSHIP
Align Coalition with Best-In-Class Partners

FOUNDATION
Platform Build-Out Counterparty Relationships Initial Key Hires

LAUNCH
Talent: 3-4 Onboard Members: Core Group Deals: First To Market

BUILD
Talent: Scaling to 10 Members: Growing Group Deals: Robust Series

ANDY GOLDMAN, CO-FOUNDER & CEO
18 years of public market investing and business building

– Seven Locks Capital (’09–’17): CIO, Managing Partner
Founded; built to +$300mm AUM

– Magnetar Capital (’05–’08): Portfolio Manager
Joined pre-launch; participated in growth to ~$11bn AUM;
Created and built Lightfoot Capital Partners–sold GP for ~$95mm cash

– Rockbay Capital (‘02–’05): Senior Analyst
Joined pre-launch; participated in growth to ~$1.5bn AUM

ADAM HERZ, CO-FOUNDER
20+ years developing trusted, strategic relationships

– Westwood Partners (‘12–’19): Partner
Helped lead hedge fund practice

– Hunter Advisors (’03–’12): Founding Partner, President
Founded top-tier executive search and advisory firm

– Whitney Group (‘00–’03): Senior Vice President

VALUE PROPOSITION:GROUNDED IN NUMBERS

Coalition delivers PREMIERE OPPORTUNTIES at a lower price point, with better alignment

Membership creates VALUE: for the cost of 1 junior analyst, members gain access 10 seasoned investors

HOW SHOULD I THINK ABOUT THE MEMBERSHIP FEE?

Access to and capacity in Coalition deals
No management or mark-to-market fees
Limited numbers of seats – growing in value
No obligation to invest, yet consistent flow
Fee leverage with higher deal engagement

[WHAT ARE THE KEY METRICS?]

COALITION VS IN-HOUSE ALTERNATIVES

Junior Analyst 2 years professional experience $250,000

Mid-level Analyst 3+ years buy side experience $500,000

Coalition ~10 seasoned investors $250,000
~15-30 best deals per year

COALITION: BETTER ALIGNMENT / LOWER COST
Total Fees ($mm)

Invested Capital ($mm): 50, 100, 150
Coalition ($250K/15%): 1.75, 3.25, 4.75
Fund (1.5%/20%): 2.60, 5.20, 7.80
% Saved With Coalition: 33%, 38%, 39%