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SFE Second Quarter 2012 Results
Forward Looking Statements


Statements contained in this presentation that are not historical facts are
forward looking statements which involve certain risks and uncertainties
including, but not limited to, risks associated with the uncertainty of managing
rapidly changing technologies, limited access to capital, competition, the ability
to attract and retain qualified employees, our ability to execute our strategy, the
uncertainty of the future performance of our partner companies, acquisitions
and dispositions of additional partner companies, the inability to manage
growth, government regulation and legal liabilities and the effect of economic
conditions in the business sectors in which our partner companies operate,
negative media coverage and other uncertainties as described in our filings
with the Securities and Exchange Commission, including our Annual Report on
Form 10-K.

Safeguard does not assume any obligation to update any forward looking
statements or other information contained in this presentation.



                                                                                      2
Safeguard Q2’12 Highlights


 Continue to Build Value

 Customer Wins, Strategic Partnerships, Regulatory Progress

 Partner Company Aggregate Revenue Guidance Increased

 Penn Mezzanine Generating Interest and Fee Income

 Deal Pipeline Full of Exciting Capital Deployment Opportunities




                                                                    3
Safeguard Strategy


 Exploit Five Strategic Themes
   – Maturity, Migration, Convergence, Compliance and Cost Containment


 Typically Deploy up to $25M in Growth Capital per Partner Company

 16 Partner Companies Today

 Exits Timed to Maximize Risk-Adjusted Returns on Capital
   – Targeted Aggregate 2x to 5x, at a Minimum, Given Evolving Diversified
     Deployment Strategy
   – Realized Gross, Aggregate Cash-on-Cash Return of 2.0x on Non-Legacy
     Capital Deployments Since 2006



                                                                             4
Partner Company Q2’12 Update:
Bridgevine

• Leading Advertising Technology Company
• Closed-Loop Platform Optimizes SEO, SEM, Mobile, Social, Display
• Enterprise Customers: Comcast, AT&T, Constellation Energy and More!
• Significant Revenue Growth, EBITDA/Cash-Flow Positive
• New CEO, JP Bewley, Signals Company’s Next Phase of Expansion
• SFE Deployed $10.0M since August 2007
• SFE has 23% Primary Ownership Position




                                                                        5
Partner Company Q2’12 Update:
MediaMath

• Provides Enterprise-Class Technology and Services to Advertisers/Agencies
• ‘Bloomberg’ Terminal: Media Buying Platform
• High Double-Digit Revenue Growth in 2011
• Remains On Track for Strong Growth in 2012
• Launched “New Marketing Institute”
• SFE Deployed $16.9M since July 2009
• SFE has 22% Primary Ownership Position




                                                                              6
Partner Company Q2’12 Update:
Spongecell

• Digital Advertising Technology Company
• Enhances Standard Online Ads by Adding Rich Interactive Features
• Named to 2012 AlwaysOn Global 250 Top Private Companies
• Display Advertising Market Expected to Grow to $27.6B in 2016
• SFE Deployed $10.0M in January 2012
• SFE has 23% Primary Ownership Position




                                                                     7
Partner Company Q2’12 Update:
Alverix

• Produces Novel, Handheld and Pocket-Sized Medical Diagnostic Instruments
• Partnered with Becton, Dickinson to Commercialize POC System
• BD VeritorTM System 501(k) Cleared, CLIA Waived. Sales Commenced Mar’12.
• Seeking Co-Development Opportunities with Select Partners
• SFE Deployed $8.4M since October 2007
• SFE has 50% Primary Ownership Position




                                                                             8
Partner Company Q2’12 Update:
NuPathe (NASDAQ:PATH)

• Biopharmaceutical Company Focused on Innovative Neuroscience Solutions
• Appointed New CEO with 30+ Years Operational/Commercialization Experience
• Resubmitted NDA for NP101 (Migraine Patch)
• Will Require Additional Capital to Fund Operations beyond Q3’12
• SFE Deployed $18.3M since September 2006
• SFE Owns 18% of PATH Outstanding Common Shares




                                                                           9
Partner Company Q2’12 Update:
PixelOptics

• Medical Technology Company
• Developed and is Commercializing emPower!
• emPower! Most Significant Change in Eyeglasses Since Bifocal in 1784
• Received R&D Magazine’s ‘R&D 100’ Award; ‘Top Technology Product’ in 2012.
• SFE Recognized Impairment Charge of $3.7M
• SFE Deployed $29.1M since April 2011
• SFE has 25% Primary Ownership Position




                                                                          10
Q2’12 Highlights


• First Fund Raised $64.2M

• Safeguard is GP and Co-Investor

• 7 Investments Outstanding 6/30/12

• All Maturities ≤ 5 Years from Funding




                                          11
Holdings as of June 30, 2012
                                                        Acquisition       Ownership         Carrying
                                                           Year              %               Value            Cost
      Life Sciences Partner Companies:
              Alverix                                      2007               50%                 -               8.4
              Good Start Genetics                          2010               29%                 6.2            10.5
              Medivo                                       2011               30%                 5.8             6.3
              NovaSom                                      2011               30%                15.7            20.0
              NuPathe (Nasdaq: PATH)                       2006               18%                10.9            18.3
              PixelOptics                                  2011               25%                13.4            27.1
              Putney                                       2011               28%                 9.0            10.0
                                                                               TOTAL:            61.0           100.6

      Technology Partner Companies:
            AdvantEdge Healthcare Solutions                2006               40%                 8.1            15.3
            Beyond.com                                     2007               38%                10.6            13.5
            Bridgevine                                     2007               23%                 6.5            10.0
            DriveFactor                                    2011               24%                 1.6             1.7
            Hoopla Software                                2011               25%                 1.2             1.3
            Lumesis                                        2012               32%                 2.2             2.2
            MediaMath                                      2009               22%                11.7            16.9
            Spongecell                                     2012               23%                10.0            10.0
            ThingWorx                                      2011               30%                 3.1             5.0
                                                                               TOTAL:            55.0            75.9

      Total: Life Sciences + Technology                                                    $ 116.0         $ 176.5
Figures above do not include amounts deployed relating to Penn Mezzanine since inception or amounts previously deployed in private equity funds.

                                                                                                                                                   12
Financial Highlights


• Net Cash, Cash Equivalents and Marketable Securities
   – $195.3M at 6/30/12 vs. $211.9M at 12/31/11

• Q2 Primary Uses of Cash = $5.0M

• 2012 Projected Uses of Cash Near Low End Range
   – Capital Deployment into New Partner Companies

   – Follow-on Funding for Current Partner Companies and Penn Mezzanine
     Participations

   – Corporate Expenses

   – Platform Expansion



                                                                          13
2012 Revenue Guidance



Aggregate Revenue*
                          16 Partner Companies Today

                          25 Board Seats Across 16 Companies

                          15 Companies Generating Revenue

                          Deployed $176.7M in Current Partner Companies
                          as of June 30, 2012
                          Realized $643M Since January 2006

                          Strong Partner Company Satisfaction




                           * Aggregate revenue guidance for 2012 and prior years, presented
                             above, reflects revenue on a net basis. Revenue figures utilized for
                             certain companies pertain to periods prior to Safeguard’s
                             involvement with said companies and based solely on information
                             provided to Safeguard by such companies. Safeguard reports the
                             revenue of its equity method and cost method partner companies on
                             a one-quarter lag basis.


                                                                                                14
Questions & Answers
Why Own Safeguard?


 Full Value Yet to be Realized

 Ownership Stakes in Exciting Partner Companies

 Top Performance of Proven Team

 Financial Strength, Flexibility and Liquidity

 Strong Alignment of Interests




                                                   16
Replay Information
                      877-344-7529
             (International) +412-317-0088
Replay available through August 27, 2012 at 9:00am EDT

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Safeguard Scientifics Second Quarter 2012 Financial Results Presentation

  • 1. SFE Second Quarter 2012 Results
  • 2. Forward Looking Statements Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K. Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation. 2
  • 3. Safeguard Q2’12 Highlights  Continue to Build Value  Customer Wins, Strategic Partnerships, Regulatory Progress  Partner Company Aggregate Revenue Guidance Increased  Penn Mezzanine Generating Interest and Fee Income  Deal Pipeline Full of Exciting Capital Deployment Opportunities 3
  • 4. Safeguard Strategy  Exploit Five Strategic Themes – Maturity, Migration, Convergence, Compliance and Cost Containment  Typically Deploy up to $25M in Growth Capital per Partner Company  16 Partner Companies Today  Exits Timed to Maximize Risk-Adjusted Returns on Capital – Targeted Aggregate 2x to 5x, at a Minimum, Given Evolving Diversified Deployment Strategy – Realized Gross, Aggregate Cash-on-Cash Return of 2.0x on Non-Legacy Capital Deployments Since 2006 4
  • 5. Partner Company Q2’12 Update: Bridgevine • Leading Advertising Technology Company • Closed-Loop Platform Optimizes SEO, SEM, Mobile, Social, Display • Enterprise Customers: Comcast, AT&T, Constellation Energy and More! • Significant Revenue Growth, EBITDA/Cash-Flow Positive • New CEO, JP Bewley, Signals Company’s Next Phase of Expansion • SFE Deployed $10.0M since August 2007 • SFE has 23% Primary Ownership Position 5
  • 6. Partner Company Q2’12 Update: MediaMath • Provides Enterprise-Class Technology and Services to Advertisers/Agencies • ‘Bloomberg’ Terminal: Media Buying Platform • High Double-Digit Revenue Growth in 2011 • Remains On Track for Strong Growth in 2012 • Launched “New Marketing Institute” • SFE Deployed $16.9M since July 2009 • SFE has 22% Primary Ownership Position 6
  • 7. Partner Company Q2’12 Update: Spongecell • Digital Advertising Technology Company • Enhances Standard Online Ads by Adding Rich Interactive Features • Named to 2012 AlwaysOn Global 250 Top Private Companies • Display Advertising Market Expected to Grow to $27.6B in 2016 • SFE Deployed $10.0M in January 2012 • SFE has 23% Primary Ownership Position 7
  • 8. Partner Company Q2’12 Update: Alverix • Produces Novel, Handheld and Pocket-Sized Medical Diagnostic Instruments • Partnered with Becton, Dickinson to Commercialize POC System • BD VeritorTM System 501(k) Cleared, CLIA Waived. Sales Commenced Mar’12. • Seeking Co-Development Opportunities with Select Partners • SFE Deployed $8.4M since October 2007 • SFE has 50% Primary Ownership Position 8
  • 9. Partner Company Q2’12 Update: NuPathe (NASDAQ:PATH) • Biopharmaceutical Company Focused on Innovative Neuroscience Solutions • Appointed New CEO with 30+ Years Operational/Commercialization Experience • Resubmitted NDA for NP101 (Migraine Patch) • Will Require Additional Capital to Fund Operations beyond Q3’12 • SFE Deployed $18.3M since September 2006 • SFE Owns 18% of PATH Outstanding Common Shares 9
  • 10. Partner Company Q2’12 Update: PixelOptics • Medical Technology Company • Developed and is Commercializing emPower! • emPower! Most Significant Change in Eyeglasses Since Bifocal in 1784 • Received R&D Magazine’s ‘R&D 100’ Award; ‘Top Technology Product’ in 2012. • SFE Recognized Impairment Charge of $3.7M • SFE Deployed $29.1M since April 2011 • SFE has 25% Primary Ownership Position 10
  • 11. Q2’12 Highlights • First Fund Raised $64.2M • Safeguard is GP and Co-Investor • 7 Investments Outstanding 6/30/12 • All Maturities ≤ 5 Years from Funding 11
  • 12. Holdings as of June 30, 2012 Acquisition Ownership Carrying Year % Value Cost Life Sciences Partner Companies: Alverix 2007 50% - 8.4 Good Start Genetics 2010 29% 6.2 10.5 Medivo 2011 30% 5.8 6.3 NovaSom 2011 30% 15.7 20.0 NuPathe (Nasdaq: PATH) 2006 18% 10.9 18.3 PixelOptics 2011 25% 13.4 27.1 Putney 2011 28% 9.0 10.0 TOTAL: 61.0 100.6 Technology Partner Companies: AdvantEdge Healthcare Solutions 2006 40% 8.1 15.3 Beyond.com 2007 38% 10.6 13.5 Bridgevine 2007 23% 6.5 10.0 DriveFactor 2011 24% 1.6 1.7 Hoopla Software 2011 25% 1.2 1.3 Lumesis 2012 32% 2.2 2.2 MediaMath 2009 22% 11.7 16.9 Spongecell 2012 23% 10.0 10.0 ThingWorx 2011 30% 3.1 5.0 TOTAL: 55.0 75.9 Total: Life Sciences + Technology $ 116.0 $ 176.5 Figures above do not include amounts deployed relating to Penn Mezzanine since inception or amounts previously deployed in private equity funds. 12
  • 13. Financial Highlights • Net Cash, Cash Equivalents and Marketable Securities – $195.3M at 6/30/12 vs. $211.9M at 12/31/11 • Q2 Primary Uses of Cash = $5.0M • 2012 Projected Uses of Cash Near Low End Range – Capital Deployment into New Partner Companies – Follow-on Funding for Current Partner Companies and Penn Mezzanine Participations – Corporate Expenses – Platform Expansion 13
  • 14. 2012 Revenue Guidance Aggregate Revenue*  16 Partner Companies Today  25 Board Seats Across 16 Companies  15 Companies Generating Revenue  Deployed $176.7M in Current Partner Companies as of June 30, 2012  Realized $643M Since January 2006  Strong Partner Company Satisfaction * Aggregate revenue guidance for 2012 and prior years, presented above, reflects revenue on a net basis. Revenue figures utilized for certain companies pertain to periods prior to Safeguard’s involvement with said companies and based solely on information provided to Safeguard by such companies. Safeguard reports the revenue of its equity method and cost method partner companies on a one-quarter lag basis. 14
  • 16. Why Own Safeguard?  Full Value Yet to be Realized  Ownership Stakes in Exciting Partner Companies  Top Performance of Proven Team  Financial Strength, Flexibility and Liquidity  Strong Alignment of Interests 16
  • 17. Replay Information 877-344-7529 (International) +412-317-0088 Replay available through August 27, 2012 at 9:00am EDT