See the presentation to see how Palico’s platform allows all of its members to easily discover and engage with qualified potential counterparts on a global scale.

1. The Online Marketplace for the Private
Equity Fund Community

2. The Private Equity Fund Market Now Claims a Global,
Multi-Trillion Dollar Footprint
GLOBAL PE CAPITAL
RAISED, 1995-2010,
CUMULATIVE
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3. Meeting the Right People – Existing Business Circles
are No Longer Enough
LPs’ existing business networks are no GPs are challenged with forging
longer enough to access new new investor connections
geographies, strategies, and means of beyond their business circle.
investment – such as secondaries and
co-investments.

4. Many LPs Tend to Lack Efficiency in their Discovery
• Does a day in your life as an LP ever look like this?
 How do I discover opportunities easily?
 What are the funds for the investment strategy I am
considering?
 How do I share my discovery with my peers?
 How do I keep up with news for my strategies?
 How do I pre-qualify an opportunity without meeting the GP?
 How do I easily request a PPM?
 Which people should I spend my time with?
 How can I meet them?
 How do I find co-investments?
 Are there secondaries in the strategy?
 Discovering a secondary is near impossible if I’m not in the deal
flow.
 How can I prepare for a meeting with a GP?
 How can I share notes with my colleagues as I come out of a
meeting with a GP?
 When selling a secondary, have I called all the potential
buyers?
 How can I keep my intention anonymous?
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5. And Many GPs Tend to Lack Effectiveness in their
Marketing
• Does a day in your life as a GP ever look like this?
 How do I gauge the market’s interest for a new fund my team is
evaluating?
 How do I ensure my marketing is compliant in my counterparts’
foreign jurisdiction?
 I traveled all the way here just to meet one LP
 How do I leverage conferences to meet potential investors?
 Which LPs in my investor pipeline should I focus my attention
on?
 How do I keep momentum going with LPs in my pipeline?
 How do I secure investors for an ad-hoc co-investment?
 Yet another meeting that was a waste of my time.
 How do I communicate with LPs outside of fundraising?
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6. Palico – The Online Marketplace for the Private
Equity Fund Community
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7. LPs, Accelerate Your Discovery
1. Explore Quickly discover and shortlist potential opportunities across
fundraisings, secondaries and co-investments.
2. Keep Up-to-date Palico works for you 24/7: at each visit you'll see new
opportunities and a news digest that match YOUR strategies.
3. Engage Connect with counterparts. Access PPMs and due diligence
documents. Set up face-to-face meetings with GPs.
4. Buy & Sell Identify secondary buyers for your fund stakes, and
anonymously participate in secondary auctions.
5. Collaborate See actions taken by your team, share notes about
opportunities. Access Palico from your smartphone.
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8. LPs, 1) Explore & Identify Opportunities
 Quickly discover and shortlist potential
opportunities across fundraisings,
secondaries and co-investments
 Enjoy unprecedented market
coverage and productivity in
your discovery process
 Save your strategies so you
keep getting updates
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9. LPs, 2) Keep Up-to-Date for Your Strategies
 Palico works for you 24/7
 At each visit, get succinct:
 News digests
 GP communications
 Invitations to meet face-to-face
with GPs
 New targeted opportunities
…. That match YOUR strategies
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10. LPs, 3) Engage with Qualified Counterparts
 Instantly show your interest in
fundraisings or co-investments
 Easily access marketing and due
diligence documents
 Quickly decide whom to evaluate
further, and whom to discard
 Rapidly set-up face-to-face
meetings with GPs
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11. LPs, 4) Buy & Sell Secondaries
 Easily buy and sell secondaries:
1. First, potential sellers gauge
interest and secure indicative
quotes from anonymous potential
buyers
2. If there is interest, sellers may get
the contact information of
interested buyers and contact them
offline
3. Or launch a formal auction – and
stay anonymous throughout
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12. LPs, 5) Collaborate on the Go
 Accelerate your personal
discovery process
 Collaborate with your team:
- See a summarized view of all
actions taken by your peers
- Share notes about specific
opportunities
 And … access Palico on the road
from your smartphone
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13. GPs, Accelerate Your Marketing
1. Get Leads Leverage existing marketing documents to drive leads
into your investor pipeline.
2. Communicate Market to active and qualified LPs – before, during, and
after fundraising.
3. Set Up Meetings Set up face-to-face meetings with potential investors.
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14. GPs, 1) Get Leads
 Present your opportunities on
your profile – and promote
marketing documents there
 Let LPs discover you as part of
their exploration process …
 … or you can grab their interest
with short messages
 Interested LPs reveal their
identity in exchange for your
confidential marketing
documents
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15. GPs, 2) Communicate with Qualified Investors
 Send short messages to a
global community of LPs
with an interest in your
strategy
 Sending messages is as
easy as sending an email –
yet much more targeted and
secure
 Communicate To 214 LPs on PALICO
before, during, and after
fundraising
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16. GPs, 3) Set Up Meetings with LPs
 Suggest meetings to all LPs in
specific cities
 Suggest meetings at or near a
conference
 As LPs accept your invitations,
your assistants receive an email
so they can schedule a meeting
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17. Efficient LP Discovery with Palico
 With Palico, a day in your life as an LP may start looking like:
 I can search for GPs in my strategies and be alerted when they are
fundraising
 I now know all the teams, fundraisings, secondaries, and co-
investment programs in my strategies
 My colleagues know what opportunities I’ve been looking at
 I read a news digest for all my current strategies – from my
computer and my smartphone
 I can rapidly access PPMs and due diligence documents
 My team and I prioritize the opportunities we must focus on
 I easily set up meetings with GPs of interest as they visit my city or
when we attend the same conference
 Co-investments are easy to find – alongside fundraisings and
secondaries
 I know of all the secondaries in any strategy
 Secondaries are no longer reserved to those in the deal flow
 I can prep for a meeting by accessing Palico from my smartphone –
and share notes with my colleagues on the way out
 I can sell a stake and stay completely anonymous throughout
 I can gauge the market’s interest in my stake with no need to
commit to selling the stake
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18. Effective GP Marketing with Palico
 With Palico, a day in your life as a GP may start looking like:
 I can easily ping LPs in my current strategy and ask them whether
they’d follow me if I raised a new fund
 Palico provides me with tools allowing me to check whether my
marketing complies with regulation in my counterpart’s jurisdiction
 My trip next month is filled with qualified face-to-face meetings
 And I’ve got many meetings planned for my next conference
 My team and I all know which LPs to focus our attention on
 I can tell all LPs in my strategy of my co-investments
 All my meetings are with qualified investors
 I easily communicate with LPs before, during, and after fundraising
– to generate leads and build momentum
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19. Secure, Regulated, Neutral
 Secure
 LPs are anonymous to all except those with whom they’ve made an introduction
 Only disclose confidential information to counterparts of your choosing
 Safeguarding your data with state of the art security features
 Regulated
 Registered broker dealer in the USA and the European Union
 Hardwired compliance features including world sky review
 Regulated transaction support & platform policing
 Neutral
 Fully neutral marketplace
 Designed to align members’ interests
 Standardization of information strengthens all members’ position
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20. Efficient LP Discovery, Effective GP Marketing
 The private equity fund community is uniting on Palico
 LPs enjoy unprecedented coverage & speed in their opportunity discovery process
 LPs easily sell & buy secondaries
 GPs accelerate their marketing with unique online tools that let them generate
qualified investor leads – and easily communicate with LPs before, during, and
after fundraising
 Placement agents and gatekeepers accelerate their mandates
 And this all happens in a secure, regulated, and neutral environment
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21. What Palico Members are Saying
“We see Palico’s communication capabilities as very complementary to
existing marketing strategies, including conference participation and press
outreach. It represents a new way to generate investor leads.”
JON MOULTON - Chairman, Better Capital
“There is a need for greater efficiency in the private equity market when it
comes to dealing with primaries and secondaries and having better
market intelligence. We believe Palico with its integrated approach can
provide both LPs and GPs with a solution.”
DOMINIQUE PENINON - Chairman & Managing Partner, Access Capital
Partners
“We have an increasingly global approach to investment. Palico will help
us identify partners that match our strategy across sectors and
geographies and then efficiently shortlist, screen and engage with
qualified counterparts.”
AMMAR ALKHUDAIRY - Managing Partner, Amwal AlKaleej
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22. A Global Organization
 Based in New York, London, and Paris
 Management team with strong private equity and Internet industry track
record
 Board of Advisors comprised of 6 senior individuals
 Funding from prominent European high-net-worth families
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23. Board of Advisors
Lady Barbara Sheryl Soud
JUDGE SCHWARTZ BA’ALAWI
Former US SEC Senior Managing Director, Former Executive
Commissioner. Co- Perseus. Former head of Chairman, Dubai
Chairman of UK/US TIAA-CREF’s alternative Group. Current and
Taskforce for Corporate investment team. former board positions
Governance. include NASDAQ OMX
Group, Nasdaq Dubai,
Borse Dubai, and Noor
Islamic Bank.
Roel Christophe Bülent
CAMPOS FLORIN GULTEKIN
Former US SEC Head of emerging markets Associate Professor at the
Commissioner. Named fund investments for Abu Wharton School. Former
to President-elect Dhabi Investment Governor of the Central
Barack Obama’s Authority (ADIA)'s private Bank of the Republic of
Economic Advisory equity business. Former Turkey, Chief Advisor to
Board. Member of COO, Member of the the Ministry of
Committee on Capital Executive Board, and Privatization of
Markets Regulations. Head of Asian Operations Poland, and Chief Advisor
at AXA Private Equity. to the Prime Minister of
Turkey.
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24. Management Team (1/2)
Antoine Jeff Catherine
DREAN DAVIDSON BARRATT
Founder, Chairman & VP, Americas Sales VP, EMEA Sales
CEO
Formerly Co-Founder Formerly headed
Founder, Triago. MBA and Head of Sales, EMEA Sales Strategy
from the Wharton AxialMarket, the world's & Operations for S&P
School. Member of the largest network of M&A Capital IQ. MBA from
Wharton Executive professionals. Msc in Columbia Business
Board for Europe, Middle Business School and BA from
East, and Africa Durham University in
the UK
Patrick Bruno
ABOUCHALACHE LAFLEUR
Principal & VP, Americas VP, EMEA Member
Member Relationships Relationships
Founder, The PEGA Group. Formerly Director in UBS’s
Formerly with Salomon Smith Private Funds Group in
Barney and the International London. Chartered
Finance Corporation. MBA Accountant & Chartered
from INSEAD and B.S. in Financial Analyst. MBA from
Economics from the Wharton London Business School
School and B. Comm. from McGill
University.
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25. Management Team (2/2)
Adrian Gilles Cédric
DULTZIN- LABORDERIE TEISSIER
CTO Founder & General
LACOSTE Counsel
Founder & VP, Product Formerly Director of
Management Web and Mobile New York and Paris Bar.
Development at Formerly with Debevoise &
Formerly Triago. Twenga, and Director at Plimpton. LL.M from Cornell
Msc in Management OCTO Technology. MSc Law School and LL.Ms in
from ESSEC Business in Engineering from International Business Law,
School. ENSTA (France) and Business Law, Tax and
from the University of Accountancy from the
Michigan University of Aix-Marseille
Etienne Arthur
VIELLARD DE CATHEU
VP of Marketing VP of Business
Development
Formerly Senior
Director of Marketing Formerly with AXA
at Oracle, Hyperion, Private Equity and CD
and Neolane. MSc in Private Equity. B.A
Management from from ESLSCA Paris, JD
ESCP Europe in Business Law from
University of Paris, and
MBA from Babson
College
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26. About Palico
New York | London | Paris
USA: +1 (212) 661-4700
United Kingdom: +44 (0)20 3178 6261
France: + 33 (1) 44 83 91 82
info@palico.com
This presentation is for informational purposes only. Palico is a member of FINRA and SIPC
and is licensed by AMF and ACP. Palico functionality is subject to change. Palico makes no
warranties, expressed or implied, in this document. Palico is a registered trademark in the
United States and other countries. All other trademarks contained herein are the property of
their respective owners.
© Palico all rights reserved.
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