Market microsegmentation

●Invest in the 5 megatrends that will most shape SE Asia over the next 10 years

●Detailed micro segmentation within these megatrends to focus on the sub sectors with the strongest tailwinds and opportunities

1

Extensive local and international deal expertise to find great technologies that address the opportunities in these microsegments

●Expert led investment hypotheses created

●Technology / business targets matching these hypotheses identified

●Outbound approach from SEAL to these companies through our extensive deal expertise in region and globally

2

Extensive derisking prior to investment

●Detailed diligence by specialist team led by former McKinsey partners, and with experience of 100+ diligences in last year

●Real life market and technology tests through our network of partners, customers, and experts

3

Acquiring rights to the IP then establishing and localising SE Asian operations with local partners who have the right to win.

●Through either

○Carve out and localise technology currently operated in region by MNCs, or

○Import, set up & scale globally proven tech

●Control SE Asia Company

●Co-investment from strategic partners

4

Highly activist growth planning and operational execution

●Bespoke business scaling approach developed through decades of growing businesses in SE Asia as CEOs, Board members and McKinsey partners:

●Proven playbook for additional capital raising and finance

5

Design for exit from day 1, based on SE Asian M&A trends

●Natural, strategic owners identified and engaged from day 1 as:

○Participants in fund

○Co-investors

○Diligence partners

○customer / supplier partners

●Company structured from day 1 to support exit

6

Value Add