Ext. Issuer Capabilities

EXT. ISSUER MARKETING CAPABILITIES

We named our firm “ext.” because we act as an ‘extension’ of your team.

OUR CLIENTS INCLUDE:

OUR TEAM’S INDUSTRY EXPERIENCE

Our team conducts research using:

INVESTMENT WRITERS & ANALYSTS

CLIENT STRATEGY

CREATIVE TEAM

CLIENT DELIVERY

REPRESENTATIVE CLIENTS

Expertise - Work with a team of 50+ seasoned in-house digital marketers, content creators, certified writers, analysts and media strategists. Benefit from an agency focused entirely on the financial services sector since 2010 – in both the retail capital raising and institutional markets.

Understand the ‘How’ – Capitalize on our strong expertise in industry best practices through tailored investor acquisition strategies and pre-tested lead generation journeys in North America and key global markets.

Diversify To Win - Leverage a targeted and multi-faceted digital media strategy that covers all key platforms and publications, to maximize your brand exposure and increase efficiency.

Drive Performance Marketing - Benefit from consistent A/B testing and optimization to reduce initial risk and ensure media investments produce steady performance results along the way.

FIRM HISTORY

2016

Opened New York office

2010

Ext. Marketing’s opened its doors as the first fullservice marketing agency 100% focused and specialized on the financial services sector

2020

Launched Ext. Digital marketing & media services for issuers raising capital in the retail space

2018

Leading marketing provider for hedge funds raising capital in the institutional space in North America

2023

Expansion into UK

2021

Since inception, executed 30+ clients’ marketing campaigns for Reg CF, D, A+, Private Placement, Offering Memorandum and listed companies

STRATEGIC SERVICES

BUILD A BRAND THAT INVESTORS WILL CHOOSE

CAMPAIGN KEY MESSAGING

Every successful brand has a strong messaging foundation. We help our clients define their brand promise, value proposition and key messages through a series of interviews. We then distill them into a simple key message framework.

THOUGHT LEADERSHIP & CONTENT STRATEGY

A good content strategy puts the right content in front of the right user at the right time and in the right format. We build content strategies to engage, educate and drive readers to act.

INVEST IN YOUR BRAND SO PEOPLE WILL BELIEVE YOUR STORY AND FUEL YOUR GROWTH

BRANDING & VISUAL IDENTITY

Once your key messaging is in place, you need a visual identity that reflects who you are, your values and your product. Whether it’s a logo refresh or developing a complete brand package, our creative team will develop something that is authentic to you.

2 3 4 5 6

PRODUCT ANALYSIS & MARKET POSITIONING

Is your flagship product suffering from mixed-messaging? Our product positioning solution helps align the activities of Product, Marketing and Sales teams to ensure your solutions are well-positioned to maximize sales.

CREATIVE & CAMPAIGNS

Content is king – but it needs to be supported by strong creatives and campaigns that leverage all relevant platforms. Our design team can offer ideas for infographics, ads and campaign materials that will garner attention and drive action.

DIGITAL ENGAGEMENT STRATEGY

We use an integrated approach to develop your digital strategy –whether that’s through your website, social channels or OTT applications. We use video, html infographics and content to engage, then metrics to measure. We also help clients maximize their CRM platforms.

Raising capital isn’t just about securing funding. It involves purposefully building your brand. By developing brand awareness, you will create an investor community that values your story and will support the future growth of your company, as investors and customers.

THE POWER OF ONE AGENCY

EXT. MARKETING CAN BE YOUR LONG-TERM MARKETING PARTNER - THROUGHOUT YOUR CAPITAL RAISE, AND BEYOND

BUILD A BRAND NARRATIVE THAT INVESTORS WILL CHOOSE

Convey value across your key foundational marketing assets and digital footprint, including:

• Visual brand identity

• Brand narrative and key messaging

• Company Website

• Company Social profiles

BRAND & STORYTELLING

EDITORIAL PLANNING, PRODUCTION & DISTRIBUTION

DEFINE AN “ALWAYS-ON” CONTENT STRATEGY

Stay in front of your investor community and customers with relevant, value-added content, including:

• Executive investor decks

• Website SEO & paid searches

• CRM - Email & SMS

• Newsletters & blogs

• White papers & articles

• Social management

• Dynamic webinars / podcasts

REACH THE RIGHT AUDIENCE TO ACCELERATE YOUR CAPITAL RAISE

Get quality leads that convert using the right media mix and strategic budget allocation across mediums to efficiently manage campaign performance on:

• Top social media platforms

• Programmatic display advertising (native & video) on an exclusive private marketplace

• Financial influencer proprietary platform

• Private groups of investor newsletters

• Active accredited investor databases

• Paid search

PERFORMANCE MARKETING & MEDIA ACTIVATION

CLICK TO VIEW OUR PRODUCT ANALYSIS & POSITIONING CAPABILITIES DECK

The Sweet Spot

An ideal place where brand building strategies and solid editorial content come together in a cohesive communication and activation plan to enable short and long-term growth.

DIGITAL CAMPAIGNS

HOW WE SET UP YOUR CAMPAIGN FOR SUCCESS

DISCOVERY & STRATEGY

Strategic onboarding and situational assessment to confirm our overall approach and key messaging to create a plan-of-attack with our ‘Big Idea’.

CREATIVE PRODUCTION

Identify and leverage available assets, prioritize any new content needed to craft the right messaging and design that tells your story.

MEDIA ACTIVATION

Set up your campaign for success across mediums, platforms and channels for your specific lead generation campaign. Align business goals and set campaign KPIs, preparation is everything.

LAUNCH CAMPAIGN

Launch the campaign and conduct initial CTA A/B testing to validate concepts and maximize media efficiency. We will ensure the winning creative is amplified and that leads generated follow the specified conversion funnel.

INVESTOR ACQUISITION & LEAD GENERATION

We will help you guide a targeted investor audience through a conversion, nurturing and lead acquisition funnel to show them what your brand and offering is all about:

Ad Variations

Landing Page & Website

Prospect lead is sent to an optimized landing page to enter contact information in lead form to download lead magnet

Making the Model Work

Launch A/B ad variations in selected mediums and platforms to validate hypothesis

Email Nurturing

‘Warm’ lead will be nurtured based on their place in the acquisition conversion funnel & converted via email, SMS or call-desk (if considered)

Custom-Specific Retargeting Ad

Lead is retargeted through a statusbased ad (engaged vs. not engaged)

CAMPAIGN OPTIMIZATION THAT DELIVERS PERFORMANCE

We focus on designing creatives that resonate, engage and encourage investor action (download, learn more, set up a call, invest) to secure new audiences.

A/B Testing

Multiple ads are created to test variants and determine an ‘initial’ winner – gaining insights into the best CTA. The image, headline and copy is extremely useful for the optimization purpose.

Repeat …Indefinitely!

We track the campaign daily and repeat the optimization process as many times as needed based on performance KPIs so we can continuously drive the best results.

Analyze Data

Within a few days, data (CTR,CPC,CPL, etc.) is collected and analyzed to inform factual decision making and media optimization.

It takes 7-12+ touch points to convert an investor

Optimize Campaign

Optimization changes happen constantly and in real-time. They are made by integrating new ad variants to maximize performance, spend efficiency and response time.

CAPITALIZE ON MEDIA ACTIVATION STRATEGIES

WE CRAFT THE RIGHT MEDIA STRATEGY FOR YOU, BASED ON YOUR GOALS AND BUDGET

Programmatic Ads

Consider digital static/video media platforms that deliver precision reach and retargeting on digital screens and devices.

Active & Clean Capital Market Database

Gain access to active investors via publicly reported data and Share Register analysis. Our team will curate and market your offering to investors, advisors, family offices, and hedge funds, as well as institutional investors interested in your sector.

Social Media Amplification

We leverage all social platforms using deep targeting capabilities, enabling prospects to discover your company on social networks and search engines in real-time.

Proprietary ‘Financial Influencer’ Network

Our proprietary network of 175+ curated, financial influencers will quickly and strategically disseminate your company news on 286+ social channels across all platforms.

Top Financial Private Marketplace

Gain access to a private marketplace of 260+ brand-safe, leading business and financial publications that will place your company in front of the right audience via our contextual native and programmatic platform.

3rd Party Investor Forums & Lists

We place your offering on leading crowd-funding platforms to amplify your presence and access industry specific and active investor databases to diversify lead generation capabilities.

Investor Newsletter & Email Distribution

Access to 200+ leading financial and investing newsletters and email lists where subscribers receive details about your company and offering directly in their inbox.

PR Boosting Strategies

Our team orchestrates your brand building and acquisition efforts with PR strategies to boost your business story and credibility.

SMART, GOAL-ORIENTED REPORTING

REAL-TIME* INSIGHT INTO YOUR ACTIVE CAPITAL RAISING CAMPAIGNS WITH FULL TRANSPARENCY

*Smart-dashboard clientsampledata.Data isrefreshedevery24-48 hoursreflecting performancemetrics frommediachannels selectedforthe campaign.

• Real-time* data on campaign performance to trigger optimization elements: creatives, landing pages and/or placement

• Quickly identify placements/creatives that are high-value spend and ramp up to optimize

• Increase conversion by optimizing channel and campaign performance in real time

• Improved decision making and visibility between key stakeholders

SUCCESS STORIES & EXAMPLES

Gage Cannabis Co. was one of the most successful Reg A+ capital raises in history, with over US$50 million raised from institutional partners and approximately US$2.7 million raised from retail investors.

Siyata Mobile Inc. leveraged our financial influencer network to reach 4.1 million potential investors and received a 4,602% increase in year-over-year trading volumes in only a few months.

Clean Air Metals Inc. reached over 3.2 million retail investors, attracted 130+ potential investors, and the company's stock trading volume increased by 35% in one month.

Latin America-based Khiron Life Sciences Corp. expanded into Europe and attracted 4,350 retail investor leads though a seven-month marketing campaign with Ext. Digital.

PharmAbbie, Inc. recorded increased daily leads within the first two months of a digital marketing campaign designed to attract accredited investors to its Reg D raise.

CASE STUDY – PRINCIPAL 529

TARGETING ADVISORS IN REAL TIME

CAMPAIGN DELIVERABLES

INCLUDE:

• Creative concepts

• Flagship video

• Banners and ads

• Playbook (see next slide)

• Microsite

CASE STUDY – PRINCIPAL 529

ADVISOR PLAYBOOK

Checklists and articles

12-month social post editorial calendar

Infographic

June – student aid

Client presentation

May – National 529 Day March –accelerated gifting & estate planning

SNACKABLE & ENGAGING CONTENT

INCLUDING VIDEO AND DIGITAL ANIMATIONS

VIDEOS

Interview-style with B-roll videos

Brand videos

Sizzle reels

INFOGRAPHICS

PARTNERS

OUR STRATEGIC PARTNERS

A BUSINESS NETWORK BUILT TO HELP YOU SUCCEED AND DEVELOP A MARKET EDGE

Ext. Marketing’s strategic partners consist of many of the industry's best service providers, including exchange listing firms, IPO advisory firms, exempt market dealers, FINRA-approved dealers, broker agents, transfer agents, investor relations firms, technology platforms, PR firms and many others who can provide insight and support for all your capital raising needs.

NEXT STEPS TO WORKING TOGETHER

STEP 1 : Book a consultation call with our leadership team to help us learn more about your offering.

STEP 2 : We compile a list of strategic partners that can help you with your campaign and capital raise.

STEP 3: We develop a tailored digital marketing strategy and scope of work based on your business requirements.

STEP 4 : Approve our recommendations and we’ll book a kick-off call with your new dedicated marketing and media team.

To see how Ext. Marketing can help maximize your offering, contact gemma@ext-marketing.com or schedule an initial meeting.

Gemma Brown Head of Business Development & Partnerships