DocGo (DCGO) investor relations material

Strategic rationale and market context

• Aging population, virtual-care adoption, hospital financial pressure and workforce shortages are driving demand for integrated care across settings.

• The combined offering connects facility-based virtual acute care with mobile health, remote monitoring, in-home care and mobile phlebotomy.

• The intended patient journey spans hospital, home and longitudinal support, addressing fragmented care, capacity constraints and patient access.

• Cross-selling opportunities leverage both businesses’ established hospital and health-system customer bases.

Hicuity profile and platform

• Hicuity serves customers across 30+ states; its HUB platform integrates workflows with customer EMRs and bedside technology and coordinates care teams.

• Scale includes ~260 facilities, >160K patients, >4.7K monitored beds and >450 clinical staff.

• Services include Tele-ICU, virtual nursing, telemetry monitoring, Hospital at Home and other virtual acute-care services.

• Trailing 12-month revenue through May 2026 was ~$65M, with adjusted EBITDA of ~$4.5M, based on unaudited management information and normalized go-forward costs.

• Dara optimizes logistics for mobile and in-home care; plans include unifying platforms to support a seamless patient journey and improve care coordination.

Transaction structure and financials

• Acquisition consideration includes assumption of $52M of existing Perceptive Advisors debt, maturing December 2029 at SOFR + 7.5%.

• Hicuity’s preferred shareholder receives equity equal to 2.0% of common stock outstanding at closing, plus a potential 3.5% if market capitalization reaches $250M within three years of closing.

• Perceptive committed up to $50M in additional debt: $12.5M upon MSA effectiveness, $12.5M at closing and $25M subject to a $130M TTM Mobile Health net revenue target.

• Perceptive is also to receive 4M warrants priced at a 10-day VWAP of $0.5039.

• Hospital at Home generated $20M in revenue, primarily from one large client, with 20% year-over-year growth.