Why is Making Investment Decisions a Challenge? 1. 2. 3. 4. 5. 6. 7. No way No quantitative Too much Intuition, Inability Struggle Inconsistent to properly link between time spent advocacy to compare to quickly processes to evaluate spending and entering data & internal dissimilar respond to the make the right financial & strategic & “number politics drive investments unexpected investment or non-financial objectives, crunching” prioritization and defend e.g. emergent sustainment benefits when including ESG portfolio work, decisions making targets decisions regulatory decisions requirements Copperleaf Technologies Inc. © 2022 Proprietary & Confidential I 5