INVE Technologies (INVE) Corporate presentation summary

Transaction and capital return

• Signed agreement to sell IoT operating assets and contribute $25M in cash; consideration includes $50M of Trackonomy Series C preferred stock, based on $20.07 per share.

• Board intends to return up to $40M to stockholders through share repurchases, dividends, and/or other distributions.

Trackonomy profile and platform

• FY 2025 revenue rose 134% YoY to $65M; Q1 2026 revenue rose 49% YoY to $20M. Trackonomy has 600+ employees and has raised more than $250M since founding in 2017.

• Physical AI platform combines in-house and third-party hardware with cloud software to orchestrate physical goods and assets; monitors millions of package shipments daily.

• Three pillars comprise proprietary ultra-low-power BLE chips, smart-label and sensor manufacturing, and the Sentient Platform for actionable physical AI intelligence.

Anticipated operating synergies

• Thailand production facility is expected to expand BLE smart-label capacity; combined manufacturing is intended to add scale and supply flexibility.

• Complementary offerings are expected to broaden products and markets, enable cross-selling, and accelerate next-generation smart-label development.

• Trackonomy’s existing G&A infrastructure may reduce corporate-function overlap and public-company costs for the operating business.