LD Micro Conference Los Angeles, CA June 4, 2014 www.finjan.com - - PowerPoint PPT Presentation

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LD Micro Conference Los Angeles, CA June 4, 2014 www.finjan.com - - PowerPoint PPT Presentation

APPROVED FOR PUBLIC DISTRIBUTION, JUNE 2014 STRICTLY CONFIDENTIAL. NOT FOR PUBLIC DISTRIBUTION. LD Micro Conference Los Angeles, CA June 4, 2014 www.finjan.com NASDAQ: FNJN Safe Harbor Statement The following presentation is an outline of


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STRICTLY CONFIDENTIAL. NOT FOR PUBLIC DISTRIBUTION. APPROVED FOR PUBLIC DISTRIBUTION, JUNE 2014

LD Micro Conference

Los Angeles, CA June 4, 2014

NASDAQ: FNJN

www.finjan.com

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APPROVED FOR PUBLIC DISTRIBUTION, JUNE 2014

The following presentation is an outline of matters for informational purposes only. This document does not constitute an offer to sell or a solicitation of an offer to buy any securities of Finjan Holdings, Inc. (“Finjan”, “we” or “us”). This presentation includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include statements regarding our expectations, intentions, beliefs and projections about our future results, performance, prospects and opportunities. These statements can be identified by the fact that they do not relate strictly to historical or current facts or by the use of words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “project,” “potential,” “should,” “will,” “will be,” “would,” the negative of these terms and similar expressions, but this is not an exclusive way of identifying such statements. Readers are cautioned that forward-looking statements are not guarantees of future performance. Our actual results, performance and achievements may differ materially from those expressed in, or implied by, the forward-looking statements contained in this presentation as a result of various risks, uncertainties and

  • ther factors. Important factors that could cause our actual results to differ materially from our expectations include, without limitation,
  • ur ability to execute our business plan, the outcome of pending or future enforcement actions, our ability to expand our technology

portfolio, the enforceability of our patents, the continued use of our technology in the market, the development of a liquid trading market for our securities and other factors described under Item 1A, “Risk Factors,” as set forth in the Company’s Annual Report on Form 10-K filed with the SEC on March 14, 2014, and any subsequent quarterly or current reports. The Company will continue to file annual, quarterly and current reports, proxy statements and other information with the SEC. Forward- looking statements speak only as of the dates specified in such filings or presentations. Except as expressly required under federal securities laws and the rules and regulations of the Securities and Exchange Commission, we do not undertake any obligation to update any forward-looking statements to reflect events or circumstances arising after any such date, whether as a result of new information or future events or otherwise. You should not place undue reliance on the forward-looking statements included in this presentations or that may be made elsewhere from time to time by us, or on our behalf. All forward-looking statements attributable to us are expressly qualified by these cautionary statements. Our filings with the SEC are available to the public on, and may be reviewed at, the SEC’s internet website http://www.sec.gov and on Finjan’s web site http://www.finjan.com. You may also read and copy any document that Finjan files with the SEC at the SEC’s Public Reference Room, 100 F Street, N.E., Washington, D.C. 20549. Please call the SEC at 1-800-SEC-0330 for further information on the Public Reference Room and their copy charges.

Safe Harbor Statement

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Finjan At a Glance Cybersecurity Technology with a Diverse Global Portfolio

  • f 40+ Issued and Pending Patent Assets.

Successfully Licensed Intellectual Property to 5 Major Companies Resulting in more than $145 MM of Income. Broad Portfolio

  • f Patents
  • 40+ issued and pending

patents around the world

  • Patents covering Finjan

developed products

  • Fundamental, not “feature,”

patent

Managing IP as an Asset Class

  • Taking 80% of technology

value and making it 100% of

  • ur focus
  • Developed core

competency in Intellectual Property as an asset class

  • Industry-wide licensing

program of Finjan’s innovations

Innovator in Software Security

  • Over $65 MM invested in R&D
  • Spurred by a challenge to

develop a “killer” Java application

  • Early recognition that inventions

needed patent protection

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Historic investor base includes top technology venture capitalists, former Fortune 500 CEOs & institutional investors with successful track record of investing in technology & IP.

Stock Information & Ownership Summary

1: As of 6/2/2014 2: As of 3/31/2014

Ticker Symbol NASDAQ: FNJN Bloomberg FNJN:US CUSIP 31788H105 Recent Share Price1 $5.14 52-Week Range1 $4.52 – $15.00 Shares Outstanding2 22,368,453 Type of Stock Common Stock Market Cap1 $115 million As of May 12, 2014, Finjan Holdings, Inc. “FNJN” has moved from the OTC Markets to the NASDAQ Capital Market.

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Diverse global portfolio of 40+ issued and pending patent assets covering endpoint, web and network security technologies built upon Finjan’s own investment in R&D

Global Intellectual Property Portfolio

PATENT PORTFOLIO

  • 22 issued U.S. patents
  • 4 pending U.S.

applications

  • 11 issued foreign

patents

  • 4 pending foreign

applications PORTFOLIO HIGHLIGHTS

  • Worldwide coverage
  • Earliest priority dates:

1996

  • Expiration dates: 2030

and beyond

  • Multiple families

UNITED STATES 22 Granted Patents 4 Patent Applications CANADA 1 Granted Patent 1 Patent Applications GERMANY 1 Granted Patent FRANCE 1 Granted Patent ITALY 1 Granted Patent NETHERLANDS 1 Granted Patent U.K. 1 Granted Patent JAPAN 1 Granted Patent ISRAEL 3 Granted Patents 1 Patent Application PCT Filings 1 Granted Patent 2 Patent Applications

Note: Additional non-public fillings

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Product suite of software and appliances focused on protecting endpoint devices connected through web or enterprise network infrastructure

Innovative Technologies Developed In-house

Network Products Guide – Finjan’s unified Secure Web Gateway announced the winner in the 2009 Product Innovations Web Security category Network Products Guide – Finjan’s unified Secure Web Gateway announced the winner in the 2009 Product Innovations Web Security category Finjan Vital Security Web Appliance Wins 2007 Global Product Excellence Awards in Three Categories:

  • Excellence in Web Security
  • Excellence in Anti-Malware
  • Excellence in Gateways

Finjan Vital Security Web Appliance Wins 2007 Global Product Excellence Awards in Three Categories:

  • Excellence in Web Security
  • Excellence in Anti-Malware
  • Excellence in Gateways

Finjan's Vital Security Web Appliance 8.4 named WINNER for the Network Datastream Protection Category in eWEEK's Excellence Awards Program Finjan's Vital Security Web Appliance 8.4 named WINNER for the Network Datastream Protection Category in eWEEK's Excellence Awards Program Finjan Vital Security Web Appliance NG- 6100 receives 5 stars …with Finjan’s web security there will be no need to worry about getting caught napping by the latest round of web- based threats; it provides an essential last line of defense against new web threats Finjan Vital Security Web Appliance NG- 6100 receives 5 stars …with Finjan’s web security there will be no need to worry about getting caught napping by the latest round of web- based threats; it provides an essential last line of defense against new web threats

Small and Medium-Sized Business Solutions Enterprise Solutions Large Enterprise Solutions NG-100 NG-5100 NG-6100 NG-8100

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Commercial Adoption of Security Solutions

1995 1995 - 2000 2000 - Present VIRUS MALWARE NETWORK GATEWAY SECURITY SOLUTION Early Adaptive Integrated Comprehensive THREAT Virus and signature-based threats delivered to endpoints Malware and malicious code and other yet unknown threats

  • ver the web to

endpoints Viruses and malware over the web and through private networks attacking endpoints and data storage Cybersecurity includes antivirus and malware in both software and hardware but includes intrusion prevention fraud detection to any number of connected endpoint devices COVERAGE Endpoint Endpoint, web Endpoint, web, network Endpoint, web, network, mobile devices IMPLEMENT- ATION Software Software Software, hardware Software, hardware, SaaS GROWTH STRATEGY FINJAN PATENTS

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Cybersecurity: An Escalating Global Challenge

C Y B E R S E C U R I T Y B R E A C H E S I N T H E N E W S

FBI: Cyber-attacks Surpassing Terrorism as Major Domestic Threat JPMorgan Warns Card Users on Data Loss After Cyberattack

December 5, 2013 November 25, 2013

Target cyber breach hits 40 million payment cards at holiday peak

December 19, 2013

“Growth in the cloud security services space has overtaken that of traditional delivery models, growing at a rate of 30% by the end of 2013 and reaching $4.2 billion by 2016.” “2013 worldwide IT security spending will be approximately $17.9 billion.” “2013 Enterprise spend

  • n Secure Web Gateway

is estimated to be $2.5 billion with a expected CAGR of 11.8% between 2011-2016.” “Cyber attacks listed as a top national security threat in the 2013 Worldwide Threat Assessment of the U.S. Intelligence Community.” “Secure Web Gateway revenues grew 15% in 2012 and are estimated to grow between 13%- 15% in 2013.” “2011 Ponemon Institute study estimated a 44% increase in successful cyber attacks from the prior year.”

Neiman Marcus latest victim of cyber attacks,

January 11, 2014 March 16, 2014

NATO Says its websites hit by cyber attacks Cyber-Attacks to grow with new technologies, Clapper Says

January 11, 2014

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Horizontally Integrated Cybersecurity Markets

Standalone Vertical, Software Security

Single Vertical

(Legacy) Comprehensive software protection for endpoint devices including the emergence of smartphone

  • perating system

security Includes consumer and enterprise malware protection delivered over the cloud as well as web/gateway infrastructure protection Traditional networking equipment now includes integrated malware protection. Both purpose built boxes and next gen firewall

Endpoint & Cloud Web Gateway Next Gener. Firewall

Multiple Industry Verticals with BILLION dollar markets Software Web Infrastructure Networking Equip.

$4.1 BN $11.2 BN $4.0 BN

* Market Estimates from Gartner, SEC documents, and Company Estimates for 2013

Finjan Patented Innovations at the Core

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Cybersecurity Licensing Universe

Relevant Security Markets 2013 2014 2015 2016 2017 Endpoint & Cloud $11.2 BN $11.8 BN $12.5 BN $13.2 BN $13.8 BN Web Gateway $4.1 BN $4.4 BN $4.7 BN $5.0 BN $5.3 BN Next Gen. Firewall $4.0 BN $4.0 BN $4.0 BN $3.7 BN $3.4 BN Total FNJN Techno- logy related Sales $19.3 BN $20.2 BN $21.2 BN $21.9 BN $22.5 BN

0.0 2.0 4.0 6.0 2013 2014 2015 2016 2017 0.0 5.0 2013 2014 2015 2016 2017 0.0 10.0 20.0 2013 2014 2015 2016 2017

Endpoint & Cloud Next Gen. Firewall Web Gateway

Source: Gartner forecast and Company analysis.

$ in BN $ in BN $ in BN

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2007: 2012: Confidential 2012: Confidential 2010: “2010 Litigation” (5 Defendants) 2013: 2013: 2013: 2013: 2014: 2005: 2009: 2012:

Finjan generates revenues through licensing and, where necessary, protecting its proprietary inventions through active enforcement of our patent rights

Committed to Best Practices in Licensing

LICENSING LITIGATION SETTLEMENTS

80% 20% 80%

JUDGEMENTS20%

“Patent licensing may be the only major industry without a code of conduct or standards of ethical behavior.” ~Marshall Phelps

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JUDGMENTS

Successful Track Record Monetizing Assets

COMPANY . DATE LICENSES & SETTLEMENTS TYPE* March 2008 $37.9 MM

  • Established royalty rate 8%-16%
  • Willfulness found
  • Injunction granted

July 2005 $8 MM

  • Paid-up,

cash

  • Portfolio
  • Life of

patents Nov 2009 25% equity of M86

  • Stock
  • Portfolio
  • Life of

patents March 2012 $3.1 MM1

  • Stock
  • Portfolio
  • Life of

patents April 2012 $11.3 MM

  • Confidential
  • Portfolio
  • Life of

patents Nov 2012 $85 MM

  • Confidential
  • Portfolio
  • Life of

patents LICENSES & SETTLEMENTS

*e.g.: Running royalty, paid up, lump sum, etc. 1: Estimated book value representing 224,000 shares of Trustwave Source: company SEC fillings

CONFIDENTIAL CONFIDENTIAL

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Finjan continues to grow through strategic acquisition, investment, and partnerships leveraging our experience in making our technologies available through licensing

Sustainable Business Model Beyond Cybersecurity

Months 12 24 36 48 60 72 84 96 108

Leg Work Low Leg Work High

Current Finjan Portfolio Current Finjan Portfolio Current Finjan Portfolio Future Portfolio 1 Future Portfolio 1 Future Portfolio 1 Future Portfolio 2 Future Portfolio 2 Future Portfolio 2

Notice Period Early Harvest Core Harvest Volume Income High ($) Volume Income Low ($)

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APPROVED FOR PUBLIC DISTRIBUTION, JUNE 2014

Finjan is connected to vast network of R&D focused technology companies, venture capital investors, and political leaders presenting unique opportunities for shareholders

Finjan Holdings Announces Equity Investment In To Cybersecurity Focused Venture Fund

November, 2013

Key Highlights

  • Value added strategic Limited Partner (LP)

in both market awareness and IP

  • Fund participants include Fortune 500

technology companies

  • Capital and expertise through JVP

Incubator

  • Israel has been a notable opportunity for

acquisitions in security

JVP VII Cyber Strategic Partners

($120 MM Venture Capital Fund) ¹

  • $30 MM committed by JVP
  • $30 MM committed by Strategic LPs
  • $60 MM committed by government

sponsorship

About JVP

  • Top-10 consistently performing VC fund worldwide (#1 in Israel)
  • 100 companies built since 1993 with $1 BN raised across 9 funds
  • 15 M&A exits and 11 IPO’s accumulating over $17 BN of transaction value
  • Hundred’s of millions in returns distributed to partners over the past 3 years
  • 1. Alt Assets

Strategic Investment in JVP Fund

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THIRD-PARTY LICENSING AGENTS AND AGGREGATORS

Name Ticker Market Cap

RPXC $849 MM ACTG $808 MM Private ? Private ? Private ? Private ? TECHNOLOGY-BASED IP COMPANIES

Name Ticker Market Cap

FNJN $115 MM IDCC $1.5 BN TSRA $1.2 BN RMBS $1.3 BN PRKR $469 MM WILN $364 MM

Finjan identifies with a distinguished grouping of public and private companies with an income component from intellectual property

Peer Group Analysis

ACQUIRED IP COMPANIES

Name Ticker Market Cap

VHC $778 MM PCO $418 MM VRNG $269 MM UPIP $229 MM DSS $70 MM SPEX $22 MM

Note: Market Cap as of 6/2/14

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Peer Group Relative Stock Performance

2013 2014 0% 0%

Year ACQUIRED IP COMPANIES THIRD-PARTY LICENSING AGENTS AND AGGREGATORS TECHNOLOGY-BASED IP COMPANIES

2013

  • 1%

+22% +37%

2014

(YTD)

  • 16%

+4% +7%

  • 1%

+22% +37%

  • 16%

+4% +7%

VHC PCO VRNG UPIP DSS SPEX RPXC ACTG FNJN IDCC TSRA RMBS PRKR WILN ACTG RPXC VHC PCO VRNG SPEX DSS UPIP FNJN IDCC TSRA RMBS PRKR WILN

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Seasoned Management Team

Shimon Steinmetz Chief Financial Officer

  • Former technology banker - Cantor Fitzgerald, Goldman

and Citigroup

  • Former senior associate at TH Lee Putnam Ventures
  • MBA, University of Chicago
  • BA, Yeshiva University

Ivan Chaperot VP, IP Licensing

  • Former Intel executive responsible for large scale IP

transactions

  • Former Licensing executive Intellectual Ventures
  • Former senior manager Alcatel Lucent
  • MA, Centre for International Intellectual Property Studies
  • DEA, University of Paris-Sud

Phil Hartstein President

  • Former VP and portfolio manager at IP Navigation Group
  • Former managing director at Rembrandt IP
  • Former director in a patent brokerage, practice head of an

IP consulting firm, trained in boutique IP firm

  • BS, Industrial Technology, Cal Poly SLO

Julie Mar-Spinola VP, Legal Operations

  • Former GC at Alta Devices, Phoenix Technologies and iolo

technologies

  • Former VP, Global Affairs at Atmel Corporation (ATML),
  • verseeing global IP, litigation and licensing
  • Former Special Counsel to Heller Ehrman, specializing in

complex IP litigation

Miyun Sung VP, Legal Counsel

  • Former Counsel for Hogan Lovells
  • Former Senior Counsel for MicroStrategy Inc.
  • JD, Harvard Law School
  • BA, Cornell University

Shlomo Touboul, Senior Advisor (Finjan, Inc.)

  • Founder of Finjan Software and inventor on a number of

Finjan patents

  • Founder at CUPP Computing, Yoggie Security Systems,

StrategySeeker.com

  • BS, Technion Israel Institute of Technology

Friederike Edelmann, Director Investor Relations

  • Former IRO SAP, Coty, Realtech
  • Member of the Board of NIRI New York
  • Bachelor of Business Administration, Florida Atlantic

University/Accadis Bad Homburg, Germany

  • MS in Marketing, GSBA Oekreal Zurich, Switzerland
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Distinguished Board of Directors

Michael Eisenberg Director

  • Partner, Aleph, an early stage Israeli venture fund
  • General Partner, Benchmark Partners
  • Former Partner, Israel Seed Partners
  • BA Political Science, Yeshiva University

Alex Rogers Director

  • Managing director, HarbourVest Partners
  • Former business analyst, McKinsey & Company
  • Serves on multiple boards of private/public companies
  • MBA, Harvard Business School
  • BA Economics, Duke University

Eric Benhamou Director

  • CEO and Founder, Benhamou Global Ventures
  • Former CEO, Palm
  • Former CEO, 3Com
  • Doctorate, Arts et Métiers, Paris Tech
  • Masters in Engineering, Stanford University

Daniel Chinn Director

  • Partner, Tulchinsky Stern Marciano Cohen Levitski & Co.
  • Former Partner, Herzog, Fox & Neeman
  • Former Partner, Israel Seed Partners
  • BA Jurisprudence, Oxford University
  • Member of the Israel Bar Association

Harry Kellogg Director

  • Former vice chairman of the board of the Silicon Valley

Bank and affiliates

  • Serves on multiple boards of civic and industry
  • rganizations
  • BS Business Administration & Finance, San Jose State

University

Michael Southworth Director

  • CFO Contact Solutions LLC
  • Former SVP of Global Wireless Solutions at Corning
  • BS Biology Business Concentration, University of

California at Berkeley

  • CPA in the State of California

Glenn Daniel Director

  • Former Managing Director Houlihan Lokey
  • BA German & Economics, University of Wisconsin,

Madison

  • MS Finance, University of Wisconsin, Madison
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Investment Thesis

Large Licensing Universe Large Licensing Universe Successful Licensing History Successful Licensing History Strong Balance Sheet Strong Balance Sheet Technology Developed In- House Technology Developed In- House Seasoned Management Team Seasoned Management Team Distinguished Board

  • f Directors

Distinguished Board

  • f Directors

Respected Investor Base Respected Investor Base

Over $100 BN addressable market for Cybersecurity between 2013 and 2017 Successfully received more than $145 MM in licensing/enforcement income absent a dedicated management team and focused business model $23 MM in cash and no debt (per 10K filed on 3/31/2014) Battle-proven foundational IP portfolio is a direct result of our R&D efforts and invested dollars Team that executes, experts in patent monetization, technology investments and capital markets Advisory representation from globally respected technology and investment leaders Include top technology venture capitalists, former fortune 500 CEOs & institutional investors with successful track record of investing in technology & intellectual property

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Contact Us

Phil Hartstein President Finjan Holdings, Inc. Direct: 650.282.3232 Email: phil@finjan.com 333 Middlefield Road Suite 110 Menlo Park, CA 94025 PRESENTATION BY: Friederike Edelmann Director Investor Relations Finjan Holdings, Inc. Direct: 646.350.4999 Email: friederike@finjan.com 122 East 42nd Street Suite 1512 New York, NY 10168 FOR MORE INFORMATION:

www.Finjan.com