Otovo (OTOVO) Investor update summary

Strategic transformation and AI integration

• Transitioned from a solar platform to an AI-enabled service company roll-up, acquiring eight companies since December 2025 and integrating them rapidly with standardized processes and controls, focusing on scalable, repeatable M&A and operational efficiency.

• Developed the Endurance operating system, consolidating marketing, sales, supply chain, and operations into a single AI-driven platform, unifying workflows on a single data layer for efficiency gains.

• Integration of acquisitions is streamlined, with a six-person team migrating systems and data in about three weeks, supporting rapid M&A activity.

• Maintains a lean tech team (six globally) supporting a workforce of 350-400, demonstrating high operational leverage and enabling scale without expanding back-office functions.

• Positioned at the intersection of rising behind-the-meter power demand, home-service consolidation, and applied AI megatrends, with operations in the US and Europe.

AI-driven operational improvements

• AI agents automate customer intake, quoting, scheduling, and procurement, achieving a 95% match rate with top human estimators and enabling same-day technician dispatch.

• Recursive System Improvement (RSI) with AI agents now resolves up to 85% of software issues autonomously, drastically reducing downtime and manual intervention.

• Customer satisfaction (CSAT) scores improved from 3.3 to over 4.6, with service response times reduced from months to hours or days.

• Endurance enables a seamless customer journey, with the only human touchpoint being the technician, and all other interactions managed by AI.

• AI-driven dashboards and quality controls ensure high service standards, with independent AI monitoring and filtering communications for efficiency and accuracy.

Cost reduction and margin improvement

• Achieved $5 million in annualized net cost reductions through SaaS avoidance, support staffing cuts, and operational efficiencies, including vendor consolidation that replaced 56 fragmented SaaS solutions with a single intelligent stack.

• Annual AI operating costs are expected to remain below $6,000 per month, with total infrastructure and staffing costs around $1 million per year, including proprietary hardware.

• EBIT margin improvement projected from 10-20% in the service industry to 20-30% with the platform, driven by operating leverage and AI-driven process optimization.

• Built proprietary server infrastructure, eliminating reliance on AWS and other major SaaS providers, resulting in substantial ongoing cost savings and improved system reliability.

• Customer experience enhancements include integrated quoting, payment, and communication, reducing friction and improving transparency.