Elizabeth Park Capital Management

THE ELIZABETH PARK DIFFERENCE Founded in 2008, Elizabeth Park Capital Management is an institutional quality, independent, and privately held bank-specific alternative asset manager located in Pepper Pike, Ohio. For founder Fred Cummings, the goal is simple, to be the best bank investment firm in the country. Elizabeth Park offers long/short equity, event-driven, market neutral, and bespoke products to a global client base. The firm optimizes returns through a disciplined portfolio construction process and manages risk with principled governance. Elizabeth Park demonstrates an unwavering commitment to put investors first with steadfast transparency and accessibility clients deserve. ◉ Nationally-recognized portfolio manager with historic investment outperformance ◉ Experienced team with deep vertical expertise and long-standing industry relationships ◉ Proprietary portfolio construction process rooted in EPCM culture, process, and models ◉ Institutional quality service providers and operational team ◉ Client first mindset that delivers transparency, access, and bespoke product customization

peak wealth solutions

encore-funding

ratio

Ratio is a new kind of FinTech which combines financing, payments, predictive pricing and a frictionless quote to cash process into one platform for SaaS and technology companies. We are reinventing the way that recurring revenue businesses, starting with SaaS companies, accelerate sales and leverage capital to fuel growth. Ratio is democratizing how customers buy technology and how technology companies fund themselves by removing barriers to purchase and creating access to a new source of growth capital. Simultaneously, we are creating a new multi-trillion dollar fixed income asset class for investors. We currently offer two products to serve this market: a) Ratio Boost - A fully integrated buy-now-pay-later (BNPL) payment and checkout product for SaaS and recurring revenue companies. Your customers are offered ultimate payment flexibility and a frictionless buying experience, while you still get paid upfront for each customer contract without discount or dilution. b) Ratio Trade - A non-dilutive upfront capital solution for high growth SaaS and recurring revenue companies backed by their portfolio of contracts. No need for companies to discount or dilute for growth or working capital. No restrictive covenants and access to capital in days not months.

Sunpointe Investments

Enabling families to simplify their lives and achieve their long-term financial objectives. Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.