Important Disclosures

Transparency and compliance are at the heart of everything Baleen Research does.

Report Sourcing

This summary (“Report”) has been prepared by Baleen Research LLC. The Firm attends software industry trade shows, including meetings and presentations with companies at such trade shows. The opinions, estimates, projections, and views contained in this Report are those of, and exclusively sourced from, Baleen's attendance at the Trade Show, including the Presentations, and represent our views as of the date of this Report. While the Firm attempts to summarize accurately the contents of the Trade Show and Presentations, the summary is not reviewed or endorsed by the companies attending the Trade Show.

Not Investment Advice

This Report is provided for information purposes only and does not constitute an invitation or offer to subscribe to purchase or sell any of the products or services mentioned. It is intended for institutional investors only and should not be forwarded to third parties. Baleen is not, by making this summary available, providing investment, legal, tax, financial, or accounting advice to the recipient of this summary or any other party. Baleen is not acting as an advisor or fiduciary to any client in connection with providing this summary. Baleen is not providing investment advice. Please consult your own professionals for advice specific to your situation.

Suitability & Independence

Securities, financial instruments, or strategies discussed herein may not be suitable for all investors. The opinions and views expressed in this Report do not consider individual client circumstances, objectives, or needs, and are not intended as recommendations of particular securities, financial instruments, or strategies. Although companies participating in Trade Shows are prohibited from sharing any confidential or nonpublic information, we do not independently verify the source of a company's information. Baleen and its employees do not maintain positions in companies referenced in its reports.

Past Performance & Accuracy

Past performance is not indicative of future results. It should not be assumed that observations made will be profitable or will equal past performance. This Report has been prepared based on information obtained from sources believed to be reliable; but Baleen does not warrant its completeness or accuracy. The Firm makes no representation or warranty, express or implied, and accepts no liability whatsoever for any loss arising from any use of or reliance on this Report or its contents.

Confidentiality & Updates

Information, estimates, assumptions, and/or opinions expressed herein are made as of the date of the Report and are subject to change without notice. Baleen assumes no obligation to maintain or update this Report based on subsequent information and events. Further information on any of the companies mentioned in this Report may be obtained upon request. This Report is confidential and may not be shared without the written permission of the Firm. Any links to third-party sites are solely for your convenience and for reference purposes. We do not endorse, warrant or guarantee the accuracy or timeliness of any third-party information.