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Projected Profit & Loss
document IMAGES-010-HOUSE_OVERSIGHT_028834.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

InsightsPod Statements Projected Profit & Loss Revenue Direct Costs Gross Margin Gross Margin % Operating Expenses Salary Employee Related Expenses Office Space / Utilities Insurance Accounting and Legal Expenses Servers Trade Shows and Exhibitions PR / Marketing Agency Twi...

e¢ IBM Watson Analytics: A data discovery service available on the cloud. It guides
document IMAGES-010-HOUSE_OVERSIGHT_028820.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

InsightsPod e¢ IBM Watson Analytics: A data discovery service available on the cloud. It guides data exploration and automates predictive analytics. ¢ Lexatytics: Text Analytics company. e Falcon.IO: Uses social media analytics to measure success. It also tracks channel perfor...

(d) specific information including the dates of acquisitions and transfers, means of
document IMAGES-008-HOUSE_OVERSIGHT_024578.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

(d) specific information including the dates of acquisitions and transfers, means of acquisitions and transfers, and acquisition cost for purchases, as well as the amount of net proceeds from sales. Filing Requirements. Limited Pariners who are U.S. Persons will be required to f...

Fwd: Why Palm Beach, Florida Is The 'New Greenwich' For Wall Streeters
email IMAGES-012-HOUSE_OVERSIGHT_033561.txt Jan 21, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: SC Sent: 1/21/2014 10:51:27 PM To: [email protected] Subject: Fwd: Why Palm Beach, Florida Is The 'New Greenwich' For Wall Streeters aiataetal Original Message----- From: BRYAN SUBOTNICK </> To: es: Subotnick Stuart (MM; ;: prosperi paul ee > Sent: Tue, Jan 21, 201...

One-Time Charges: What Charges from F2008-F2010
document IMAGES-006-HOUSE_OVERSIGHT_020931.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

One-Time Charges: What Charges from F2008-F2010 May Look Like on Net Basis Over Next 10 Years One-Time Charges from the ‘Financial Crisis’ are Not Created Equal — While TARP Was the Headliner, When All’s Said & Done, TARP may be Smallest Component, by a Long Shot Current Cost...

scrutiny than modest and routine gifts and entertainment
document IMAGES-007-HOUSE_OVERSIGHT_022561.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

59 scrutiny than modest and routine gifts and entertainment. Similarly, performing identical due diligence on all third- party agents, irrespective of risk factors, is often counter- productive, diverting attention and resources away from those third parties that pose the most s...

Historic energy sector liberalization
document IMAGES-003-HOUSE_OVERSIGHT_016120.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Historic energy sector liberalization Partial privatization of energy sector assets could represent one of the cornerstones of the ambitious medium-term diversification strategy, and, if confirmed, serve as a highly visible and historic milestone. Such privatizations could ease...

Prefer small-/mid-cap buyouts in US/emerging markets
document IMAGES-008-HOUSE_OVERSIGHT_025288.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Private equity Prefer small-/mid-cap buyouts in US/emerging markets; UBS View distressed debt in Europe ¢ Global M&A volume has continued its downward trend since Q4 2010, falling by -20% quarter-by-quarter in Q3 2012, with a drastic decline in Europe of -46%, the third lowest q...

executing any short idea contained in this report
document IMAGES-002-HOUSE_OVERSIGHT_014395.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

action may be limited by regulations prohibiting or restricting "shortselling" in many jurisdictions. Investors are urged to seek advice regarding the applicability of such regulations prior to executing any short idea contained in this report. Foreign currency rates of exchange...

EBITDA, Adjusted EBITDA and Adjusted EBITDAR (including pro forma presentations thereof) and the
document IMAGES-007-HOUSE_OVERSIGHT_024448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

NON-GAAP FINANCIAL MEASURES EBITDA, Adjusted EBITDA and Adjusted EBITDAR (including pro forma presentations thereof) and the related ratios presented in this Memorandum are supplemental measures of our performance that are not required by, or presented in accordance with, genera...

Valuation discounts. On August 2, 2016, the IRS released proposed regulations, which may limit valua
document IMAGES-003-HOUSE_OVERSIGHT_014521.txt Aug 2, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX ALERT 2016-5: THE 2016 ELECTION: TAX CHANGES EXPECTED Valuation discounts. On August 2, 2016, the IRS released proposed regulations, which may limit valuation discounts for transfers of interests in family-controlled entities.2 These regulations contain many ambiguities, and...

Currently the business receives $8000 as funding by the founder every month. No loans
document IMAGES-010-HOUSE_OVERSIGHT_028821.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

InsightsPod Financing Needed Currently the business receives $8000 as funding by the founder every month. No loans have been taken. Founders are not taking any salaries and will not do so for another 2 years. We are looking to raise $2.4 million at a $10 million valuation to s...