Cody Kase

Technology focused investor with extensive transactional and operational experience. 15-years of investing and managing software, data and technology-enabled services businesses. Proven track record of generating strong investment returns (multiple deals with over 5x+ MOIC and 50% IRR). Results driven individual who thrives in high pressure, fast-paced environments. Strong leader with proven qualitative and quantitative skills and robust professional network. Collegiate sports background nurtured natural ability to work and thrive in collaborative environments; team player who motivates all team members. Passionate, hard-working and committed to continual learning and self-improvement. Joined Marlin in 2008, shortly after its inception, and was the seventh investment professional hired to the team. Started working at Marlin a week after receiving undergraduate degree when Marlin was investing out of its first fund. Played key role and contributed to Marlin success over the last fifteen years as assets under management (AUM) grew to over $8B. • 15 years of private equity investing experience with 4 internal promotions • Experienced and successful software investor driving successful outcomes across a multitude of different strategies including growth equity, buy and build, turnaround, and corporate divestitures; among many others • Investment experience across a number of verticals including B2B enterprise/SMB software, healthcare, e-commerce and manufacturing • Collaborated with management teams from initial due diligence through post-close on strategic initiatives, improvement of internal controls/reporting and supporting ongoing M&A events and financing activities • Primary responsibilities include deal sourcing/qualification, conducting due diligence, transaction negotiation/execution and portfolio monitoring. Also developed several white-paper strategic themes and led outbound sales development efforts • Strong business network • Throughout career have been surrounded by investors who have been successful. This network provides enhanced intellectual viewpoints, unique investment knowledge and invaluable expertise in private equity