MDB Capital Holdings (MDBH) investor relations material

Strategic vision and market positioning

• Focused on relabeling microcap as 'public venture' to emphasize curated, high-impact company launches rather than volume.

• Aims to scale from launching one company every 18 months to three or four per year, targeting meaningful, leadership-driven ventures.

• Sees opportunity as private equity underperforms and public venture gains appeal among investors seeking liquidity and returns.

• Emphasizes the need to attract younger participants and companies to revitalize the sector.

• Highlights scarcity of profitable, growing small-cap companies, suggesting public markets now offer better valuations than private equity.

Platform capabilities and differentiation

• Operates a self-clearing broker-dealer and an in-house IP law firm, providing a one-stop shop for company development and public offerings.

• Excludes predatory hedge funds and traders, focusing on a community of long-term investors and partners.

• Prioritizes leadership and IP moats, enabling companies to achieve high market values even pre-revenue.

• Maintains equity interests in all portfolio companies, with stakes varying by involvement level.

• Distributes excess cash to shareholders as a publicly traded LLC, with tax advantages including QSBS 1201 eligibility for all companies.

Track record and portfolio management

• Achieved a 100% IPO success rate, with 30% of launches reaching billion-dollar market caps and 60% exceeding $500 million.

• Quality of current pipeline considered higher than historical efforts due to increased experience and analyst expertise.

• Holds significant assets in portfolio companies, a self-clearing broker-dealer, and a growing IP law firm, with plans to spin out the law firm as a public entity.

• Provides priority IPO access to shareholders, aiming for long-term investor alignment.

• Typically exits or reduces involvement as companies mature and reach substantial market caps, but continues to mentor as needed.