Entellium:A CRM Company

Tiburon ResearchNovember 30, 2011

11.11.30. - Entellium © Tiburon Strategic Advisors, LLC™ 22

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Entellium

Source: Tiburon Research & Analysis

11.11.30. - Entellium © Tiburon Strategic Advisors, LLC™ 3

Early Phase

Approximate Dates:XXXX - XXXX

• XXXX: --

XXXX - 2010

Key Steps:

Entellium was Founded in XXXX and Has Evolved Through Three Phases, Including its Early, Middle, & Recent Phases

Middle Phase

Entellium History

Entellium Founded

XXXX 2010

Entellium TodayRecent Phase

XXXX - XXXX

• XXXX: Entellium founded

• XXXX: - • XXXX: -

Source: Tiburon Research & Analysis

11.11.30. - Entellium © Tiburon Strategic Advisors, LLC™ 4

• Founded in XXXX

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Entellium was Founded in XXXX

Source: Tiburon Research & Analysis

11.11.30. - Entellium © Tiburon Strategic Advisors, LLC™ 5

EntelliumBusinesses

eSales Force -- ---- --

EntelliumBusinesses

Entellium Has a Number of Businesses, Including eSales Force

Source: Tiburon Research & Analysis

11.11.30. - Entellium © Tiburon Strategic Advisors, LLC™ 6

EntelliumWeb Site

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EntelliumWeb Site

Entellium’s Web Site Has XX Core Sections, Including…

Source: Tiburon Research & Analysis

11.11.30. - Entellium © Tiburon Strategic Advisors, LLC™ 7

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EntelliumOrganizational Chart

Entellium is Led by its…

Source: Tiburon Research & Analysis

11.11.30. - Entellium © Tiburon Strategic Advisors, LLC™ 8

Source: Tiburon Research & Analysis

Entellium is Owned by …

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11.11.30. - Entellium © Tiburon Strategic Advisors, LLC™ 99

Source: Tiburon Research & Analysis

Tiburon Strategic Advisors

• Focus on corporate-level strategy- Serve senior executives only at financial

services companies- Key services: market seminars, market

research, & strategy consulting - Served over 300 corporate clients and

completed over 1,300 projects since 1998- Host semi-annual CEO Summits, offer free

weekly research releases, and offer free business benchmarking tools for all types of advisors

• Chip Roame background- McKinsey & Company- Charles Schwab & Company- Tiburon since 1998

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