Intelligent Protection Management (IPM) investor relations material

Company overview and market focus

• Provides managed IT and security services, primarily in private cloud environments for small and medium-sized businesses, with a specialization in financial institutions.

• Holds certifications from regulatory bodies to serve financial clients, with Newtek Bank as the largest customer.

• Offers comprehensive services including hosting, security, backup, and disaster recovery, with 24/7 support.

• Manages all IT operations for clients like Newtek Bank, supporting all employees and business lines.

• Expanding into other sectors such as private equity, accounting, law, and investment advisory.

Recent corporate developments and financials

• Became an independent public company in January, following the acquisition of Newtek Technology Solutions.

• Acquired for $4 million in cash and 4 million shares, representing about 30% of equity, with annual revenues around $25 million.

• Sold legacy app assets for upfront cash and a multi-year earnout.

• Maintains a strong balance sheet with $8–9 million in cash and no debt.

• Market cap is approximately $30 million, with additional value from patents and a recent $65.7 million patent judgment.

Operational progress and growth initiatives

• Focused on managed security services, addressing gaps in SMB and larger business security.

• Ensured a smooth transition post-acquisition, retaining all customers and rebranding.

• Launched referral programs and increased marketing outreach, generating new leads.

• Building SEO and pay-per-click presence for the new IPM brand.

• Aims for revenue growth and EBITDA profitability by year-end, with improving financial performance each quarter.