IR - Capital Increase Wrapper - 2Performant

2Performant.com is a high-growth technology company active in digital marketing for e-commerce, which has built the first meritocratic digital marketing ecosystem in Romania and Central Europe. We call it businessleague.com. A place dedicated to real performance, backed by numbers and concrete results. That means sales.

Because, in fact, this is what we want for any online store: a digital context where success is not a privilege, but a consequence.

Our objective is very easy to state: we want to be a company that truly matters for the global performance marketing ecosystem. But more than just wanting, we build day by day in this direction. We have set out to become a benchmark of seriousness, efficiency and character at a global level, not just in Romania. Because we don't just have dreams, we also have baggage:

15+ years of expertise in performance marketing
Own scalable technological infrastructure
Ecosystem with thousands of active partners (over 700 online stores and over 2,500 active marketers in 2025)
Culture of meritocracy and transparency
Publicly listed company – credibility and maturity

Documents.

Main points of the ASF decision:
  • a) Object of the offer: maximum 4,344,347 shares;
  • b) Running period: 03.02.2026 — 16.02.2026;
  • c) Subscription price: 1.30 lei/share;
  • d) Offer intermediary: S.S.I.F. Tradeville S.A.;

BusinessLeague.com

BusinessLeague.com is the world's only gamified affiliate marketing platform, with one of the best tracking systems and the best user experience, transforming the learning and daily experience of online stores and affiliates into a clear, transparent and motivating process. It's the place where results speak, and every participant's progress matters.

Sales generated:

15.2M+
sales generated
€800M+
total value
4.2M+
sales in the last 2 years
€250M+
value in the last 2 years

We have repeatedly demonstrated that we know how to use capital efficiently for growth. That's what we'll do now.

OUR EVOLUTION

2010

Dorin Boerescu, together with an angel investor, take over the 2Parale business (the first affiliate network in Romania) and the exclusive Romania/Bulgaria license for the 2Performant platform

2011

2Parale launches 2Leva.bg - the first affiliate network in Bulgaria - on the same platform

2013

2Parale purchases the 2Performant technology platform

2015

Syndicated angel investor round (€500k), led by Sergiu Neguț

2016-2017

2Parale migrates 2Leva to 2Performant.com and company rebranding

2Performant wins the public vote and participates in the first Made in Romania edition organized by BVB

2020

February - ARIR visit in London

December - AERO technical listing

2021

5.3 Million lei raised through capital increase

Complete gamification testing through Openworld

2022

BusinessLeague soft launch

2023-2025

Product development, platform, pricing, team, Influencer Marketing launch

Management team consolidation - Ana Opriță becomes Deputy CEO, Mihaela Bourceanu joins as COO, and Bogdan Achim is promoted as CTO

2025

Capital increase for growth in Romania and entry into the Irish market

STRATEGY 2026–2027

GROWTH THROUGH CAPITAL INCREASE

Over the next two years, 2Performant will focus its efforts on customer acquisition, international scaling and operational efficiency. The 2025 capital increase will support three major strategic directions, with a total estimated investment of €1.25 million:

1

Commercial development, sales and marketing for user base growth

Budget: €500,000
Duration: 12 months (4 phases)
  • The objective is the accelerated expansion of the base of merchants, affiliates and influencers, through dedicated investments in sales, marketing and regional partnerships.
  • Expected results: increase in the number of active users and consolidation of BusinessLeague.com's position as a regional reference platform in performance marketing.
2

Growth of the Influencer Marketing (IM) module through marketing investments

Budget: €250,000
Duration: 12 months (3 phases)
  • After the MVP version launch in October 2025, the main objective is to stimulate adoption of the Influencer Marketing module among merchants and content creators.
  • Promotional campaigns, partnerships and functional improvements.
  • Expected results: increase in IM module usage and consolidation of recurring revenue from combined campaigns (affiliate + influencer).
3

Expansion into international markets

Budget: €500,000
Duration: 24 months
  • BusinessLeague.com will be tested and launched in Ireland, one of the most digitally advanced and tech-friendly markets in Europe.
  • The product is fully prepared for international scaling, and the local context offers a major competitive advantage.
  • Ireland is a strategic market for the international validation of the 2Performant model, a key step before launching in the US market.
  • Expected results: international validation, attracting Western European merchants and positioning 2Performant as a scalable platform at European level.

FINANCIAL PROJECTIONS AND
OPPORTUNITY FOR INVESTORS

FORECASTED EVOLUTION (2026–2027)

The year 2026 will mark the return to operational profitability, validating the restructuring measures and the relaunch of the influencer marketplace.

Indicators (RON) Q1 2026 Q2 2026 Q3 2026 Q4 2026
Revenue 12,308,368 14,818,597 18,889,922 23,398,618
EBITDA 402,760 1,525,358 2,909,783 4,025,559
Gross Profit / Loss -1,187,807 -43,409 1,364,216 2,485,992
Indicators (RON) Q1 2027 Q2 2027 Q3 2027 Q4 2027
Revenue 20,494,215 25,737,548 32,202,852 38,157,682
EBITDA 1,780,437 3,792,498 5,595,139 6,327,505
Gross Profit / Loss 61,436 2,081,796 3,891,637 4,632,004

2027 - The year of consolidation and international scaling

  • Continued product improvement and operational efficiency
  • Perfection of tracking systems superior to competition
  • Increased platform liquidity by stimulating active relationships

Independent analysis of the potential of 2Performant shares (AERO: 2P)

Capital markets expert Cristian Tudorescu has produced an independent analysis of the company's operational and financial evolution, including:

  • interpretation of recent business and financial results,
  • the impact of the efficiency measures implemented in 2025,
  • three potential scenarios (optimistic, base case, pessimistic) for 2026–2027,
  • an evaluation of growth potential and implications for the 2P share value.

A useful document for investors in the context of the ongoing capital increase.

We scale
We grow better
We target major markets

According to plan.

We won't be able to do everything alone, and we never set out to do that. But we will do them.

Now, at the end of 2025, we are making a Capital Increase together with Tradeville. Funding that allows us not to stand still. This is our invitation to investors to participate in a new stage of 2Performant growth.

One that is intelligent, sustainable and global.

Ready? Play!

Write to us if you have questions or want more information

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