Pitch Deck

1. Pitch Deck Andrew M. Healy, MBA CEO ahealy@cakesystems.com 503-858-4899

2. The problem • There are 4000+ energy efficiency programs in the U.S. are tasked with helping building owners save energy, but are struggling to do so • Poor conversion rates: less than 10% of participating consumers retrofit their buildings with energy-saving measures • Programs force contractors to use cumbersome software systems • Complicated process for consumers to participate in programs – offline paper forms and Excel docs • Can’t track program data easily or use data effectively • Simply, energy efficiency programs are not efficient!

3. The solution • CakeSystems helps energy efficiency programs operate more cost-effectively • Fast and easy-to-use sales tool for contractors(Increases conversion rates from 10% to 50%) • Step-by-step online workflow for consumers(Find contractors, accept proposals & track savings over time) • Real-time dashboard & reporting database for programs • Allows program to re-market to building owners over time > Revolutionary in this market

4. Competitive Advantages • Configurable workflows specific to the energy efficiency market, a la Salesforce> 50% less implementation time & cost vs competition, • 8-14% more accurate in predicting energy savings than other software tools > Exclusive license to Michael Blasnik’s SIMPLE • Programs can track marketing, re-engage with homeowners over time through HOME Portal > Adds stickiness • Simplify energy efficiency program processes, ‘The Cake Way’ > Customer adoption, retention and loyalty

5. Direct Sales Go-to-market strategies Distribution (Ecova) SaaS (low touch) Nationwide distributor (9 salespeople pushing CakeSystemsinto utilities) $190M in revenue/year Energy Efficiency Programs Contractors

6. Marketing EPS to consumers? The Competition – Feature List

7. Andrew Healy, CEO. Founder BecauseIRun (SaaS startup), PSU MBA, 10+ years sales, specialty selling direct into utilities The Management Team • Brandon Gallagher, CTO. 13+ years with Sony, Visilent & Viant. CTO/Co-founder of Covelo Group. UW MBA, Northwestern Engineering • Michael Atkins, VP of Client Solutions. 11+ years in technical client solutions with TransUnion and Healthnotes.

8. The Market: Where Are We Today? • 500 programs in US with LTV of $146,000 • We have 25 whole-home residential clients today • These programs are funded by utilities (with high barriers to entry) • We have had success against much larger companies in head to head competition • These programs have similar problems to other utility-funded programs, i.e. potential for market expansion Beachhead Target Market: Whole-home residential EE programs

9. The Market: Where Are We Going? • 4000+ programs in US • Cake has a solid wedge in the residential whole home program market and can grow to enter other residential, commercial and multi-family programs with very little software configuration needed Growth Target Markets: Other commercial, residential & multifamily EE programs Long Term Vision: Big Data Play • Monetize millions of data points which is very valuable to product manufacturers/distributors

10. Financial Projections

11. The offer • Prior Funding: • Bootstrapped to date via contracts • Funders to date: Earth Advantage and Covelo Group • Current Round: • Series A: Seeking $1.5M at $3M pre-money valuation • Use of funds: Sales & marketing, full-time CFO, IT (product dev), tech support & working capital • Future Rounds: • No future equity rounds anticipated

12. The exit • Numerous Acquisition Candidates: • Prime Management Contractors • Other software companies in the energy efficiency space • Sell: Exit in 4 years for $50M • ROI: 10x Multiple

13. Thank you Andrew M. Healy, M.B.A.ahealy@cakesystems.com503-858-4899 CAKESYSTEMS.COM

14. APPENDICES

15. Use of Funds • $240k – Sales • $70k – Marketing • $310 Subtotal Sales & Marketing • $80k – CFO • $180 – IT • $50 – Tech support • $310 Subtotal Infrastructure • $880 Working Capital • $1.5M Total $800,000 $280,000

16. “For the past two years, the Opportunity Council has been using CakeSystems. Our auditors are finding it easy to use and quicker than other tools we’ve had experience with. CakeSystems serves as a model approach.” — John DaviesDirector of the Opportunity Council’s Building Performance Center in Bellingham, WA Achievements Generated over $3M in revenue to date Ranked #1 most accurate and consistent energy model in 3 separate 3rd party studies Ecova chose CakeSystems as nationwide strategic partner after surveying national software landscape 15,000+ homes analyzed to date Over 1M data points in database to date $10M in energy savings potential for homeowners to date

17. Advisory Board • Michael Blasnik, President, Blasnik Consulting • David Heslam, Executive Director, Earth Advantage • Nate Bellino, VP Utility Solutions Services, Ecova • Sam Pardue , CEO, Indow Windows • Stuart Rosenfeld, CFO, Indow Windows • Tiger Adolf, Policy Director, Building Performance Institute

18. Current Clients

19. Secret Sauce MichaelBlasnik Developed SIMPLE Considered a“genius”in the industry SIMPLE Algorithm Exclusive MOU with Blasnik to use SIMPLE on in-home energy audits (very lucrative MOU) SIMPLE algorithm beats the rest

20. “With the use of CakeSystems software, Energy Trust trade ally contractors are able to deliver streamlined information to help homeowners make informed and effective upgrades to their home’s energy efficiency.”-Diane FeringtonResidential Sector Lead “Finally a company has delivered what home performance contractors need… simple modeling software, a report generator, and the industry’s best sales tool in one package. My clients are clamoring for it!”— Greg Lasher Building Analyst “For the past two years, the Opportunity Council has been using CakeSystems. Our auditors are finding it easy to use and quicker than other tools we’ve had experience with. CakeSystems serves as a model approach.”— John Davies Director