DEBUT WHILE TEASING FOUNDER AND
CHAIR AT NIGHT DRAGON
ACQUISITION COMPANY OR NDA SEE
AT SO GOOD TO HAVE YOU WITH US
THIS MORNING DAY
CONGRATULATIONS. ON THE IPO I
WANT YOU TO START BY EXPLAINING
WHAT EXACTLY YOU'RE TRYING TO
DO HERE WITH SCALE AND HOW
ACCOUNTABLE IT HOLDS A
POTENTIAL ACQUISITION COMPANY.
YEAH, THANK YOU FOR HAVING ME
FIRST
OF ALL.
>> LISTEN WE'RE REALLY FOCUSED
ON TRYING TO CREATE OF A VERY
UNIQUE
VEHICLE FOR A CYBER SAFETY
SECURITY COMPANIES AND WHAT'S
REALLY UNIQUE ABOUT OURS I
THINK YOU JUST ALLUDED TO WAS
THE STRUCTURE OF IT FIRST
OF ALL WE REALLY TRIED TO
CREATE A
VERY SHAREHOLDER SORT OF YOU
KNOW FRIENDLY INSTRUMENT WERE A
LOT OF THE
PROMOTE STRUCTURE DOESN'T
DILUTE ON TIME A BUSINESS
COMBINATION, IT'S OVER TIME IS
PERFORMANCE-ORIENTED IT CAN FIT
INTO THE NORMAL COURSE OF
OPERATIONS OF MOST GOING
PUBLIC COMPANIES AND WE'VE
REALLY TRIED TO CREATE A
POWERFUL TEAM AROUND OR BACK OR
OUR SCALE PRODUCT. THESE ARE
VERY VERY
POWERFUL INDIVIDUALS. MYSELF
OBVIOUSLY 17 YEARS BEING A CEO
LOSS OF EXPERIENCE TAKING
COMPANIES TO UNICORN LEVELS AS
WELL ACROSS MY FIRE RIGHT
MCCABE DAYS AND MANY OTHERS MY
CFO MARK GARRETT NOW FOR OR
ADOBE CREATED
80 PLUS BILLION IN SHAREHOLDER
VALUE THERE'S A CHIEF FINANCIAL
OFFICER WE'VE ADMIRALS WE HAVE
GENERALS CHIEF PEOPLE OFFICER
CHIEF
MARKETING OFFICER, 150 YEARS OF
COLLECTIVE EXPERIENCE, RUNNING
COMPANIES AND CREATING 10'S OF
BILLIONS OF SHAREHOLDER VALUE.
SO WE REALLY WANT
TO CREATE A PRODUCT THAT REALLY
TAKES THE UPPER CLASS
COMPANIES, THE BEST OF THE BEST
AND CREATE
AN ONBOARDING MECHANISM TO A
PUBLIC COMPANY WITH A REALLY
STRONG TEAM AND A REALLY
STRONG PLATFORM.
>> SO LET'S GET LET'S PAUSE
THERE FOR JUST A SECOND DAVID
SOUNDS LIKE YOU'RE LOOKING TO
PURCHASE MULTIPLE COMPANIES OUT
WITH THIS BAD ARE THERE CERTAIN
COME THINGS THAT YOU HAVE YOUR
EYE ON RIGHT NOW. IF NOT IF YOU
CAN'T GIVE US ANY NAMES.
WHAT ARE THE CRITERIA THAT
YOU'RE
LOOKING FOR.
>> YES, SO THIS INSTRUMENT WILL
BE REALLY TARGETED AT ONE
COMPANY WE WANT A HIGH TARGET
IN MIND AND THAT HIGH
TARGET WOULD TYPICALLY HAVE YOU
KNOW THE BIG 3 AS I LIKE TO SAY
IN THE CYBER
WORLD CLOUD CROWD I AND WE LIKE
HIM AROUND
THE HUNT MILLION ERROR MARK YOU
KNOW WHERE THEIR ANNUAL
RECURRING REVENUES AROUND A
100 MILLION AND THEY'RE READY
TO GO PUBLIC THEMSELVES AND WE
WANT TO CREATE A PLATFORM FOR
THEM THAT IS MORE EFFICIENT
BETTER CERTAINLY OF CLOSED
CLEARLY
BETTER SHAREHOLDERS. OUR
QUALITY NOW IN OUR SPEC IS
OUTSTANDING, YOU KNOW VERY
STRONG MIX OF PENSION FUND
VALUE GROWTH ONE'S DIFFERENT
ASSET CLASSES THAT CAN REALLY
THEN FLEXED TO THE PIPE AS WELL
AND REALLY CREATE A
MUCH MORE CERTAIN OUTCOME POST
AN IPO LISTING AND THAT'S WHAT
WE'VE LEARNED A LOT OF THE
COLLECTIVE TEAM IS HOW TO
DO THAT. BUT YEAH WE HAVE A LOT
TARGETS
IN MIND WE'RE EXCITED BECAUSE
THE MARKET FOR SECURITY IS
EXTREMELY HIGH HOT RIGHT NOW
WITH ALL THE THREATS WE'RE
SEEING IN THE WORLD
YOU KNOW PERFECT TIME FOR US
FRANKLY WHAT IN PARTICULAR WHAT
CERTAIN CYBERSECURITY.
>> AS STRUCTURE OR SERVICES DO
YOU THINK ARE
MOST IN WE'RE IN RIGHT NOW AS
YOU MENTIONED THAT FROM A CYBER
SECURITY STANDPOINT. WE ARE IN
A VULNERABLE POSITION WILNER
ABOUT POSITION AS THE WORLD
DOES BECOME A MORE GLOBAL
HAPPENS MORE ONLINE OR OVER THE
AND
VIA DEVICES. WE FOCUSED ON
11 DIFFERENT SIDE.
>> JURORS THAT WE THINK HAVE
MULTI-BILLION-DOLLAR TAMS AND
THEN WITHIN THOSE SECTORS
WE'VE IDENTIFIED THE NUMBER ONE
COMPANIES IN EACH OF THOSE
SECTORS THIS COULD BE
CLOUDS SICK. THE AREAS AND
POINT SECURITY AREAS IDENTITY
MANAGEMENT SYSTEMS ALL THE WAY
TO
INDUSTRIAL NETWORKS. DRONES
AND SATELLITES OUR WHOLE VISION
HERE WITH KNIGHT DRAGON HAS
BEEN ABLE TO BUILD COMPANIES
FROM A SHUN TO LIQUIDITY ON
PUBLIC MARKETS WE'VE BEEN DOING
THAT AND WE'VE BEEN FOCUSING IN
WITH THE THREAT IS THE HIGHEST
AND THE COMMERCIAL
DEFENSES LOS SATELLITES DRONES
INDUSTRIAL NETWORKS. THESE ARE
WHERE THE HOTTEST MARKET
SEGMENTS ARE AND WE'VE
IDENTIFIED THE COMPANIES IN
THOSE SPACES THAT WE CAN HELP
BRING TO THE PUBLIC MARKETS IN
A
STRONG WAY.
>> DOESN'T HAVE TO BE A COMPANY
BASED IN THE
U.S..
>> NO IN FACT, ONE OF THE
GREATEST APPEALS TO OUR SCALE
INSTRUMENT HERE IS WE HAVE A
LOT OF US CAPITOL.
WE CAN ALSO HELP WITH SIPPY US
TYPE APPROVALS WHICH AS YOU NOW
KNOW THE DEPARTMENT OF TREASURY
IS DOING DEEPER AND DEEPER
REVIEWS. A LOT OF FOREIGN
COMPANIES OUTSIDE THE UNITED
STATES WANT TO COME IN LIST
HERE ANNOUNCED ACKER AND MY A C
AND WE CAN HELP THEM NOT JUST
COMING GET LISTED GET
APPROVALS, BUT ALSO SELL TO
GOVERNMENT MARKETS. THE U.S.
AND ITS ALLIES SELL TO CRITICAL
INFRASTRUCTURE. I'VE BEEN ON
THE BOARD OF 5 ISRAELI
COMPANIES HAVE TAKEN SEVERAL
FROM PUBLIC
OVER TIME. AND WE'VE LEARNED
HOW TO DO THAT AND HELP WORK
WITH THE UNITED STATES
GOVERNMENT AND THE MOST
IMPORTANT ASSETS. WE CAN BRING
A LOT OF LEVERAGE AND SCALE
LITERALLY AND FIGURATIVELY
TO THESE.
>> YES, SO IT'S INTERESTING DAY
BECAUSE AT A TIME WHERE WE'VE
HEARD ASSET MANAGERS AND EVEN
SOME TOP CEO'S SAY THAT
THE CAR COMPANY SHOULD NOT BE
TIED TO THE STOCK PRICE AND
BASICALLY THESE QUARTERLY
EXPECTATIONS. THAT ARGUMENT IS
THAT IT PRINCE LONG-TERM
GROWTH, THE FACT THAT EVERY
QUARTER EVERY 3 MONTHS THESE
COMPANIES HAVE TO POST STRONG
GAINS BASICALLY TO PLEASE
INVEST. BURKE VERSUS FOCUSING
PER SE ON THE COMPANY AND
LONG-TERM GROWTH ITSELF, YET
YOU DECIDED TO MAKE SOME OF
THESE UP PAYOUTS BASED ON STOCK
TRIGGERS WHY DID YOU DECIDE TO
GO THAT ROUTE.
>> BECAUSE WE WANT TO BE
ALIGNED TO WHAT THE
SHAREHOLDERS. ARE ESSENTIALLY
WANTING AS
WELL PERFORMED THAT'S I MEAN
AFTER BEING A CEO OF 3 MAJOR
PUBLIC COMPANIES WE'VE BEEN
ABLE TO GENERATE BILLIONS OF
DOLLARS OF SHAREHOLDER VALUE.
THE GOAL OF GOING
PUBLIC ISN'T THE YOU KNOW THE
THE FINISH LINE. IT'S THE
STARTING LINE AND SO TEACHING
CEO'S TEACHING SEE
A FROZEN WORDS HOW TO SELL
THROUGH THE PUBLIC MARKETS
ACCELERATE INTO THE
PUBLIC MARKETS CREATING YOU
KNOW NOT JUST TOP LINE GROWTH.
BOB WILL BOTTOM LINE EVEN OUR
GROWTH CASH FLOW GROWTH
AND REALLY CREATING MAXIMUM
POTENTIAL FOR THESE COMPANIES
IS WHAT WE'RE ABOUT WHAT WE'VE
EXPERIENCED SO
A BIG PART OF THIS IS GIVE THEM
A REALLY STRONG PATH TO A
PUBLIC OFFERING HELP THEM GROW
THEIR COMPANIES HELP THEM
MANAGE THEIR SHAREHOLDER BASE
AND REALLY ATTRACT NEW
SHAREHOLDERS FROM AROUND THE
WORLD AS WELL
AND GET A REALLY GOOD OUTCOME
TOGETHER THIS PERFORMANCE