Company: CWAN
Filing Date: 2025-12-22
Form Type: DEF 14A
Source: 0001866368-25-000037
Chunk: 3

Company: Clearwater Analytics Holdings, Inc.
Filing Date: 2025-12-22
Form: DEF 14A
Chunk 3
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 the impending transactions, there may be some changes to the vesting terms, which will be announced once finalized.

g. Will our 401(k)/retirement plan be impacted?

i. No changes are planned at this time to retirement plans.

h. What about leave and other policies?

i. As part of the integration of Clearwater, Enfusion and Beacon, we are currently reviewing the approach to leave policies as well as other policies. We expect to have these announced over the next few weeks. If there are any changes, they are not related to this transaction. There is more to come from HR on the plan for 2026 policies.

1. What about hiring, layoffs and budgets for hiring?

i. At this time we will continue to operate our business as usual.

ii. We have no plans at this time for layoffs as a result of this announcement.

iii. Hiring and onboarding will continue as usual.

iv. There is no change to the current hiring process or to the award of RSUs as new employees join the company.

v. We are developing a budget for CY 2026 based on the vision we had laid out mid-year, and we expect to continue to fund a strong, growth-oriented business.

#### 4.

#### What

#### does

#### this

#### mean

#### for

#### clients?
a. We’re committed to continuity and confidence: same teams, same support, and we will continue to deliver results for clients.

b. It sharpens our focus on delivering exceptional solutions for clients. As a private company, we will have greater flexibility to make long-term investments, integrate strategic acquisitions, and continue building the industry’s best platform.

c. Over the last year, we’ve made significant, strategic investments—including Beacon, Blackstone’s Bistro, and Enfusion—to accelerate our vision of delivering a unified front-to-back platform. This next step supports that strategy by giving us more flexibility to:

i. Integrate and execute with a longer-term operating horizon. Invest more consistently in product innovation (including Gen AI-enabled capabilities), platform scale, and customer outcomes

ii. Operate with greater focus and agility by reducing the constraints and short-term pressures that come with being a public company.

d. In addition to providing value to our shareholders, we believe this transaction will allow us to better invest and execute to achieve the ambitious platform roadmap we’re already building.

e. If customers or partners ask, use the approved external messaging only and route questions you can’t answer to the designated communications lead. Do