Endeavor

RSE is a private investment firm that combines a deep understanding of a founder’s mission with the strategic resources of our network to elevate businesses at inflection points. This approach has transformed companies across sectors: We’ve taken the International Champions Cup from an idea in a conference room to a global soccer platform with 140 million viewers; we helped transform a founder’s PowerPoint presentation into the world’s premier drone racing circuit; and we shaped the growth strategy of scalable restaurants that have iconic brands with cult followings. But don't take our word for it. Hear what our founders have to say.

Investing in early stage, transformational, early software innovators who are delivering solutions that will shape the next era of business, harmonizing machine and human capability to drive increased sales, reduce costs, or deliver innovative user experiences. Our Focus Areas There are 6 key themes that we expect to shape the future of AI in the enterprise: Knowledge Assembly Line - Human and machine working together in concert to "manufacture" knowledge products Next Generation of User Experience - Using voice and language-based commands to interact with software and systems Digitization of the Physical - Algorithms and approaches that replicate and understand complex natural processes and systems Truly Smart Devices - Devices that enable real-time intelligence from sensors and robotics Novel Computational Approaches - New methods of training AI that reduce the amount of data or computation to achieve results Accessibility of Machine Intelligence - Platforms and tools that increase the accessibility of artificial intelligence in the enterprise How They Use AI We have 6 specific categories of AI implementation that we expect from companies: Process Automation - Automation of digital and physical tasks Cognitive Insights - Interpreting patterns in large amounts of data Cognitive Engagement - Interacting with customers & employees Data Collection - Systems that collect clean, structured data that enables the creation of novel AI and ML models AI Tools - Software that simplifies the development and delivery of AI and ML systems Generative - Software that creates text, images, or video automatically in response to an input Company Characteristics We Expect In order to be considered for investment, all companies must meet the following basic criteria: Deliver one of the 6 core AI modalities Sells to businesses, not consumers Have a full product ready and completed at least one commercial pilot One or more founders has experience in the target market Has a capital efficient business model The product is a need, not a nice to have Is based in the US or Canada, with specific preferences for Texas Industries Sentiero invests in any industry where at least one partner or advisor has experience as founders, operators, or investors. This means we invest across 27+ industries but have the deepest expertise in the following: Business Services & Consulting Marketing & Advertising Software Healthcare IT Real Estate Retailing & Distribution Internet & Web Services Sports, Media, & Entertainment Sales Management & CRM Financial Services / Fintech Travel

We believe today’s catalysts - technological, regulatory, and demographic - create fertile ground for the rise of a new cohort of companies with the ability to transform these sectors, yet again. S4S Ventures benefits from the support of S4 Capital and its operating arm - Monks, the global content, data and media powerhouse founded by Sir Martin Sorrell. The company has well over 8,000 people in 33 countries across the Americas, Europe, the Middle East and Africa, and Asia-Pacific. Its clients include Meta, Google, BMW, Amazon and Epic Games, among others. And Stanhope Capital Group, the global investment firm with $40 billion under management, founded and led by Daniel Pinto. S4S invests in and cultivates early-stage technology companies riding the next wave of digital transformation across the marketing and media value chain. Our difference We are not generalistsline. We bring unparalleled insight into forces transforming the marketing and media value chain. We offer domain expertise and guidance based on decades of experience gained on the front lines as industry-shaping founders/CEOs, operators, and investors. And our 8,000-person-strong internal network of S4 Capital/Monks professionals with expertise across data technology, adtech, martech, creative technology, digital media & content development gives our portfolio companies a leg up in validating ideas, launching products, and accelerating adoption with customers and partners. Who we are We’re founders/CEOs, operators, and investors who understand the nuances of the industry’s changing dynamics. We represent a rare combination of domain, entrepreneurial and investment expertise. What we believe The marketing, advertising, and media industries are on the cusp of significant change, yet again. Today’s disruptive catalysts - a stricter privacy and regulatory environment for tech giants, the application of AI to media and content development, and the rise of Gen Z - are powerful and time-sensitive drivers of opportunity. Tomorrow’s marketing leaders are being incubated today. What excites us One word: change We are focused on early stage companies poised to disrupt the marketing and media ecosystem. If you’re an early-stage company and are building innovative solutions in our focus areas - data platforms, adtech, martech, creative technology, digital media & content - we want to hear from you. If you are a later-stage company, and we can accelerate your growth trajectory through our operational alignment with S4 Capital and Monks - we want to hear from you. Our value addIndustry Expertise: Our team's expertise and global S4 Capital and Monks network provides invaluable insights and guidance on product roadmap, go-to-market strategy, pricing, and competitive analysis. Gain access to a unique advisory team and a focus group like no other! Growth Catalyst: We aim to be early adopters and showcase the impact of companies we are investing in - globally, and at scale. Our portfolio companies benefit from access to Monks’ clients such as Google, Amazon, BMW, Netflix, Burberry, HP, and Meta - and from our presence at industry events, such as Cannes and CES. Strategic Partnerships & Network: Our portfolio can tap into our long-term relationships with the largest advertising and technology companies globally. We have the right connectivity to help bring about optimal opportunities - whether our portfolio companies require strategic partnership or corporate venture partners.

Founded in 2009, Raine is a global merchant bank focused on fast-growing TMT growth sectors. The firm has over 160 people across offices in New York, San Francisco, Los Angeles, London, Paris, Shanghai, Hong Kong, Singapore and Mumbai. We leverage our deep sector expertise, network, and experience in our advisory business and in our principal investing business which currently has over $4 billion in AUM1. The firm’s principal investing platform includes early stage, growth equity, and public markets strategies which all benefit from the market insights and relationships developed in Raine’s advisory work. Raine Ventures is the firm’s early stage investment strategy, focused on seed through Series B investments in transformational brands and platforms throughout the TMT ecosystem. The dedicated venture team of five full time professionals is led by Gordon Rubenstein, a multi-time entrepreneur with significant operational experience. Raine Ventures, as one pillar of the broader Raine platform, is synergistically integrated with professionals across advisory, growth equity and public markets investing, driving advantages for RVP at every step of the investment process. Raine’s venture portfolios are generally comprised of Raine-proprietary investments including, among others: the Premier Lacrosse League, a new outdoor, men’s professional lacrosse league that held its successful inaugural season in 2019; Material Bank, a first-of-its-kind vertically integrated marketplace for the design industry; and Talkshoplive, a social shopping business offering embeddable and shoppable live and on-demand video capabilities.

Working across media, consumer products and experiences, UTA Ventures both builds and invests in businesses. UTA Ventures works across the agency and with our clients, and partners with visionary founders to manifest their ideas, fuel their passion, and grow their companies via a wide variety of business models. Ventures is also the early stage investment arm of UTA, co-investing with leading venture firms into a dynamic portfolio of growing companies.

Connect Ventures is an investment partnership between leading entertainment and sports agency Creative Artists Agency (CAA) and global venture capital firm New Enterprise Associates (NEA). With access to CAA’s unmatched resources, relationships, and expertise spanning the global media, entertainment, and sports landscape, combined with the deep investing and company building expertise of NEA’s world-class technology practice, Connect Ventures identifies and accelerates the growth of early-stage consumer-focused businesses.