‹#› Presented to Mr. Alex Karp and Management Team

PROBLEM STATEMENT ‹#› “With good data and the right technology, people and institutions today can still solve hard problems and change the world for the better.” How to handle sales and marketing? How to invest to grow the business? Who is going to be the core customer group? Core values:
Support security interests of US and allies
Balance public safety and civil liberties for technical solutions Objectives:
Cultivate partnerships with commercial enterprises
Become default operating system for US government and entire industries<br>

PALANTIR’S HOLISTIC STRATEGIC APPROACH ‹#›<br>

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COST STRUCTURE ‹#› R&D generates less expenses than sales & marketing, general & administration Q1 2021:
~22% of revenue<br>

COMPANY SOLUTIONS & APPROACH ‹#› Foundry Gotham Apollo Generic usage, enable data usage without technical knowledge
Target: commercial clients Data-driven techniques (incl. predictive policing, facial recognition, voice recognition)
Target: police, defense and intelligence agencies Powering SaaS platforms Solution Description & Target Group Solutions are differentiated by target group, sales strategy however is not<br>

COMPETITOR OVERVIEW ‹#› Competitive advantage comes from unique features and customizable set-up<br>

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OVERVIEW OF ALTERNATIVES (1/2) ‹#› Customers Product / Service Offering Intermediaries / Channels Markets Business Capabilities Strategic Vision Investment Alternatives define the scope to fulfill Palantir’s strategic vision<br>

OVERVIEW OF ALTERNATIVES (2/2) ‹#› Customers Product / Service Offering Intermediaries / Channels Markets Business Capabilities Strategic Vision Investment Alternatives show how this scope can be achieved<br>

EVALUATION ON ALTERNATIVES (1/2) ‹#› Focus on strategic investments and partnerships, developed markets<br>

EVALUATION ON ALTERNATIVES (2/2) ‹#› Focus on leveraging key USP of data integration supported by dedicated sales team<br>

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OVERVIEW OF RECOMMENDATIONS ‹#› Investments in innovative companies via SPAC through PIPE Speed up market expansion into UK, Japan and France

Focus on Healthcare and Supply Chain Management related sectors

Provide end-to-end integrated data analytics and prediction platform

Build up company-own sales and marketing team Investment Commercial Customers Partner with United Nations for achieving Sustainable Development Goals Government Customers Three revenue streams for Palantir to improve financial and operations performance<br>

INVESTMENT IN INNOVATIVE COMPANIES ‹#› Investment in innovative companies through SPAC brings both income and strategic partners Building up business through strategic investments in SPAC

Lots of SPACs focus on innovative tech ventures and have huge growth potential
Opportunity to get shares at a discount through Private Investment in Public Equity (PIPE)

Benefits
High returns with low investment
Opportunity to partner with innovative companies brining in new technologies
Ideas for future product expansion Expected Results

Financial support for business operations along with future growth opportunities<br>

SUPPORT SUSTAINABLE DEVELOPMENT GOALS ‹#› Strategic partnerships can change the public perception of Palantir Make a difference in the world using our capabilities

Collaborate with the United Nations to help achieve Sustainable Development Goals

Benefits
Generate good publicity for the company
Focus on all stakeholders and not just shareholders
Deploying technical solution for global health and safety Expected Results

Rope in big global clients while generating positive publicity

Convince general public of importance of data analytics and possibility to work responsibly<br>

EXPAND COMMERCIAL CUSTOMERS WITH NEW PRODUCTS ‹#› Commercial customers with new data analytics requirements Post-COVID that can be tap into Speed up market expansion into UK, Japan and France
Democracy markets with big corporates, high purchase power, and existing operations

Focus on Healthcare and Supply Chain Management related sectors
Healthcare customers: Research institutions, Healthcare providers, Pharmaceutical companies
Supply chain customers: Logistics, Energy, Transportation, Shipping

Provide end-to-end integrated data analytics and prediction platform
Healthcare platform:
Integrate research data, e-healthcare data, claim data, patients’ behavior data covering patients’ journey, social determinants data
Generate insights on patients’ disease management, social health status improvement, and pharmaceutical innovations etc.
Supply chain management platform:
End-to-end supply chain tracking and forecast platform covering shipping, port congestion, factories data

Build up company-own sales and marketing team
Accumulate account management expertise; easy to replicate to other sectors Expected Results
Tackle industry pain points post-COVID using data analytics technology
Acquire profits based on new product offerings and customer-facing tactics<br>

OVERVIEW OF IMPLEMENTATION PLAN ‹#› Key Activities Key Performance Indicators Investment Commercial Customers Government Customers Find SPACs which focus on innovative tech ventures with huge growth potential
Obtain shares at a discount through PIPE Collaborate with United Nations
Build and integrate
Provide a secure data sharing platform
Use analytics platform and predictive analytics to provide insights and visualizations Collaborate with public data providers, different stakeholders along the industry value chain
Identify data analytics needs and develop products
Platform commercialization
Business model replication to other countries (e.g., Germany) Return on Investment Client satisfaction
Revenue contribution
Improvement in public perception New customers No. & revenue contribution from healthcare and supply chain mgmt. sectors
Customer satisfaction based on new sales & marketing team Partnership building, new product development, and new client expansion<br>

‹#› Keep tracking financial and operational results on checkpoints in the following eight years TIMELINE & KEY MILESTONES<br>

FINANCIAL ANALYSIS ‹#› Palantir will grow at 17% CAGR and achieve $8.5 billion in revenue Key Financial Activity
Acquisition of New Customer
$15 million per new customer

2022 & 2025
Investment in $500 million in SPAC

2023
Collaboration with UN, leading an additional $300 million in revenue Breakout Even: 2023<br>

FINANCIAL INDICATORS ‹#› The contribution of commercial customers will grow from 44% in 2020 to 71% in 2030 Key Financials (2030 FCST):
Total Revenue: $9.0 billion
Total Net Income: $3.5 billion
Number of Commercial Customers: 335
Average Revenue per Customer: $19 million Key Financials (2020 ACT):
Total Revenue: $1.0 billion
Total Net Income: ($1.2 billion)
Number of Commercial Customers: 61
Average Revenue per Customer: $7.9 million<br>

‹#› RISK & MITIGATION PLAN Mitigate multiple risks by focusing on individual stakeholder’s needs<br>

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PALANTIR’S HOLISTIC STRATEGIC APPROACH ‹#› Palantir should expand from the Government to the Commercial Sector<br>

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‹#› FINANCIAL INDICATORS Major Assumptions:
Revenue from Government: 10% annual growth rate
Average Revenue Per Customer: $8 million ~ $19 million at 25% CAGR
Sales & Marketing Expense per New Customer: $10 million
Research & Development Expense per New Customer: $5 million
Collaboration with UN in 2023<br>