MDB Capital Holdings (MDBH) investor relations material

Business model and strategy

• Focuses on building and launching companies with foundational intellectual property, especially in deep tech, to ensure sustainability and market leadership.

• Operates as a platform curating and co-founding companies, providing a full stack of services from IP strategy to public listing.

• Spinning out two subsidiaries, Public Ventures (self-clearing platform) and PatentVest (IP law firm), to operate independently and scale their impact.

• Prioritizes clean capital structures and avoids complex, dilutive financing mechanisms.

• All investments are structured to qualify for QSBS tax benefits.

Market environment and challenges

• Microcap public markets have contracted significantly, with the number of public companies halved over 25 years.

• Market concentration in large-cap names has created existential challenges for microcap ventures.

• Regulatory tightening and lack of support from major clearing platforms have made microcap IPOs more difficult.

• Despite headwinds, sees potential for policy changes and new laws to revive the microcap segment.

Track record and selection process

• Has taken 18 companies public, with a 100% IPO completion rate; about 60% reached $500M+ valuations, and 30% hit $1B+.

• Analyst team reviews thousands of companies annually, focusing on foundational IP, management quality, and large market opportunities.

• Uses proprietary patent intelligence tools and a rigorous analyst training program to quickly assess opportunities.

• Builds patent portfolios to secure leadership positions in targeted technology segments.