Linqto vs Fin9

Linqto is a leading global financial technology investment platform allowing accredited investors to identify, evaluate, and access investments in the world's leading unicorns and private companies. Linqto has facilitated over US $464 million total investments in 125+ innovative mid-to-late-stage private companies and a diverse range of sectors, including fintech, artificial intelligence, aerospace, health tech, sustainable materials, and digital assets. Linqto is a global leader in democratizing access to private market investments. (Data as of 3/10/25) IMPORTANT LEGAL NOTICE AND DISCLOSURES: This information is proprietary property of Linqto, Inc and/or its affiliates (collectively, "Linqto") and any use, interference with, disclosure or copying of this material is unauthorized and strictly prohibited. This information is provided for informational purposes only and is subject to change without notice. An investment on the Linqto platform is an investment in shares of a series of Linqto Liquidshares, LLC (the “Fund”), a Delaware limited liability company, which will invest in a private company either by directly purchasing shares of the private company or indirectly through an investment in a third-party special purpose vehicle that holds shares of the private company. Investors in the Fund will not directly own or hold shares of the private company but will own shares of the Fund. The securities being offered have not been registered under the Securities Act of 1933 (the “33 Act”) or any state securities laws and are being offered and sold in accordance with exemptions provided by Regulation D promulgated under the 33 Act. Linqto makes no guarantee that any private company available on its platform will experience an IPO or any other liquidity event. The information contained herein does not constitute any form of representation or undertaking and nothing herein should in any way be deemed to alter the legal rights and obligations contained in the agreements between Linqto and its clients. Nothing herein is intended to constitute investment, legal, tax, accounting, insurance, or other professional advice. Linqto does not make any recommendations regarding the merit of any company, security or other financial product or investment strategy, or any recommendation regarding the purchase or sale of any company, security, financial product or investment, nor endorse or sponsor any company identified in this presentation. Investing in securities in private companies is speculative and involves a high degree of risk. Investors must be prepared to withstand a total loss of their investment. Before investing in the Fund, investors are encouraged to complete their own independent due diligence of the Fund and the private company, which includes, but it not limited to, reviewing all offering documents, including the private placement memorandum, subscription agreement, the Fund’s operating agreement, and any other relevant materials provided by Linqto.

Fin9 is an AI-powered workspace built for wealth advisors and advisory teams. Bring AI conversations, intelligent agents, meeting intelligence, documents, connected tools, and everyday workflows together in one professional workspace. AI WORKSPACE Get intelligent assistance across a wide range of professional tasks. • Research information and financial topics • Analyze documents and files • Summarize information and extract insights • Draft emails, reports, and professional communications • Create plans, tasks, and action items • Prepare for client conversations • Work through complex questions • Streamline repeatable workflows AI AGENTS Go beyond conversations with intelligent agents designed to help execute multi-step professional tasks. Use agents for research, analysis, operations, client workflows, and other recurring processes. MEETING INTELLIGENCE Capture and organize important client and team conversations. • Record meetings and conversations • Upload meeting recordings • Join meetings • Generate transcripts • Get meeting summaries and key takeaways • Review recordings alongside transcripts • Turn conversations into actionable information FILES AND DOCUMENTS Upload and work with documents directly in your workspace. Use AI to analyze files, summarize content, extract information, and help you work with complex documents more efficiently. CALENDAR Connect your calendar to keep meetings and schedules organized within your workspace. CONNECTED WORKFLOWS Bring your files, meetings, projects, agents, connected services, and professional workflows together in one place. BUILT FOR WEALTH ADVISORY TEAMS Fin9 is designed for professionals who work with client conversations, research, documents, analysis, meetings, and recurring operational tasks. Fin9 helps advisory teams prepare for meetings, organize information, analyze documents, research financial topics, review meeting outcomes, create follow-up actions, and execute multi-step workflows. Fin9 is a product by C3aLabs. Fin9 — Your Wealth. One Workspace.