Boost Run (BRUN) Investor presentation summary

Business overview and strategy

• Provides high-performance compute (HPC) solutions using advanced GPU hardware, focusing on secure, compliant, and affordable infrastructure for AI and HPC workloads.

• Targets governments, regulated industries, and large enterprises, emphasizing certifications such as SOC2, HIPAA, and ISO27001.

• Leverages Infrastructure as Code and NVIDIA GPUs for rapid, automated deployment and management of compute resources.

• Addresses industry challenges like cloud cost, regulatory barriers, and deployment speed with scalable, certified, multi-cloud infrastructure.

• Validated by enterprise and government customers, with use cases spanning real-time inference, distributed training, analytics, and regulated sectors.

Market opportunity and growth drivers

• AI infrastructure market projected to reach $204B by 2030, fueled by rapid capital raises and enterprise adoption.

• Significant demand from public sector and regulated industries, with U.S. government AI R&D budget rising to $3.3B in 2025.

• Certifications and compliance create barriers to entry and drive trust among enterprise and government clients.

• Expansion plans target a 400% increase in compute capacity by 2026, with new data centers in key U.S. metros.

Financial performance and projections

• Achieved ~400% run rate revenue growth and ~80% adjusted EBITDA margin, with 2026E revenue projected at $170–$190M and net income of $42–$48M.

• Free cash flow margin exceeds 17%, with capital deployment plan fueling rapid scaling and profitability.

• $100M equity capital raise at closing expected to enable $400M in hardware deployment.

• Benchmarking shows higher revenue growth and EBITDA margins compared to peers, with 2026E EV/Revenue multiple of 3.4x.