MarketMakers:AccelerateYourIoTBusinesswithConnectedHoldings!

EricCollinsConnectedHoldings

2

ConnectedHoldingsHeritage:

FoundedwithDesignServicesBusinessModel

AudienceA1010NoisecancellationIC–Wall

StreetJournalTechnologyInnovation

Award2008

REDDigitalCinemaCamera–ExtensivelyusedinHollywood

today

DevelopedWirelessMedical

Gateway“HealthPhone”

FirstconceptdesignwasMedicalGateway“HealthPhone”

LaunchedFirstVehicleTracking

IoTSensorProduct

DevelopmentinChina

LaunchedVehicleFinanceProduct

viaSpireon

MovedsoftwaredevelopmenttoCalifornia

LaunchedCDMAProducts

GrewdesignteaminCalifornia

Passed1MM2M–IoT

sensorproductsshippedmark

LaunchedConnectedHoldingsIoTServices

InvestmentFirm

Passed2MM2M–IoTsensorproductsshipped

mark

2006 2009 2011 2012 2013 2014

CurrentBusinessProfile:

•  MainsuppliertoSub-PrimeVehicleFinanceMarket-  Largest“SmartWirelessProducts”IoTsensormarketsegment

•  >3MIoTsensorsdeployedinthefield

•  LowestcostCDMA1XdevicesonSprintandVerizon

•  LargestIoTdevicesupplieronbothSprintandVerizon

•  LTEIoTsensorproductfamilyavailable2Hof2016

GROWTH:>20xfrom

2011through20155

March2016

LaunchedDecember2014:

Target:1M+subscribersexiting2017Create$1Benterprisevaluewithin5years

ConnectedHoldingsisanIntelligentServicesPlatformProvider–

Supplyingend-to-endIoTsolutionsthroughverticalmarketsubsidiaries

EndCustomerEngagements–OptimalHumanExperience

ConnectedHoldingsLeadershipTeam

BRIANBOLING

STEVEWASZAK

ERICCOLLINS

Marketcreatingtechnologies$Billionsinproductrevenues

•  MontageSystems–Co-Founder:leadingsupplierofIoTcellulardevices(>2Mshipped)

•  MotorolaLabs:1stcameracellphone|ledDigitalDNASystemsArchitectureLabs

BILLCHENEY

IoTBusinessOperationsLaunch,Scale,ProcessLeverage

•  ProconInc:President

•  SysLocate:Co-Founder(acquiredbySpireon)

•  Qualcomm:VPFinance&Operations-SemiconductorandInternationalInvestmentDivisions

Go-to-marketreputation1st-movervisionIoTservices

•  SpireonFounder&CEO:Phillips:SVP+GMConsumerElectronics|GM-TVUSA;BUManagerRFGroupinSingapore|BUManagerAudio,Belgium

ChiefFinancialOfficerStrategicvision/High-growth

v  BTISystems:CEO/Advisor$30M-$100M+(Web2.0)AcquiredbyJNPR(NASDAQ)

v  InternetPhotonics::CFO-COOBelllabsspin-outAcquiredbyCiena(NASDAQ)v Deloitte.EBSGroup

ConnectedIoTMarketCreation

PreviousExperiencehasvalidatedConnectedHoldings’disruptiveIoTservicesbusinessstrategy

INTELLIGENTSERVICES

NEARZEROHARDWARECOSTS

MARKET-MAKERDRIVEN

IntelligentServicePlatformforourPortfolioCompanies

SENSORSThecostofdeploymentistakenoutoftheequationbymanufacturingourownverylowcostwirelesssensors

NETWORKSThecostofnetworksisnolongeramarketbarrierbecauseofourhighvolumelowcostcontractsfor

cellulardata

ANALYTICSConnectedhasstateoftheartcloudbasedcellulardevicemanagement,analytics,andcustomer

presentationsolutions

ADMINISTRATIONConnectedprovidesadministrationinfrastructure,governance,andstrategicleadershiptoourcompanies,

minimizingtheriskofstartingnewbusinesses.

CAPITALConnectedsuppliesthecapitalthatisneededtogetourverticalmarketfocusedcompanies

toprofitability.

MARKETACUMENConnectedselects“marketmakers”whobringverticalmarketacumen,relationshipsandsales

abilitiesforequityintheircompany

OurOperatingModel

ShippingMarch-15

ShippingApril-15

ShippingQ22016

ShippingQ22016

ShippingApril-15

ADMINISTRATIONLeadership/governance

ANALYTICSIoTPlatform

SENSORSSystemDesign&Manufacturing

NETWORKSCellularDataSourcing

CAPITALINVESTMENT

FRAMEWORKFORLEVERAGE&SCALE(withawesomemarket-expansionPartners!)

PortfolioCompaniestoDate:

HighgrowthfleetmarketsinNorthandSouthAmericanSecurityforcommerceandconsumersisthedrivingneed–Firsttoprovideleasingmodel–lowestcostfleetsolutioninUSA

NewcardealermarketintheUSA–LotManagement+SVRServicesStolenvehiclerecoveryhasbeendevelopedbyLoJack–TheftPatrolprovidesmuchbettermousetrapthatincludesinventorymanagementtools

BigboxretailersmartphoneremotestartisnewfeatureReplacestraditionalRFkeyfobinexistingmarketVehicleanalyticsandconsumercanimproveservicerevenues

CloudBasedEnergySavingsOptimizestheefficiencyofHVACandrefrigerationsystems20yearsofexperienceinheatpumpenergysavingsystems

ü Allmarketsusesameproductfamily–leveragingscaleandengineeringresources

ü Allmarketmakersareprovenleadersintheirmarketspaces

In-HouseBrandforNewcardealermarketintheUSACDSofferseverythingthatTheftPatroldoesplusanewservice&maintenancetooltohelpdealersdrivecustomersbacktotheirservicedepartment.ZAZGPSisaconsumerofferingdealerscanselltotheircustomerstoincreaseGP

NEWPORTFOLIOCOMPANYVETTINGPROCESS

MarketMakers

MarketMakersLeadPortfolioCompanies

Establishedleadershipwithinatargetedverticalmarket

Personalrelationshipswithverticalmarketprincipalplayers

NoexpertiseinIoTtechnologyneeded

TheNewPortfolioCompanyVettingCriteria:

•  Businessmodelis“IntelligentService”recurringrevenue

•  Offerslargeeconomicadvantageforcustomerbase

•  Proprietaryrelationshipsminimizemarketrisk

•  Necessarytechnologyhasminimaldevelopmentrisk

•  DefendableIntellectualpropertyortradesecrets

•  Multipleexecutableexitscenariosclear

•  Connectedownscontrollinginterestthroughexit

•  Exitopportunitymustbe>$100Mwithin5years

EricCollins,ChairmanConnectedHoldings,LLC4740VonKarmanAvenueNewportBeach,CA92660