RedCloud (RCT) Investor presentation summary

Business overview and problem

• Focuses on automating decision-making for consumer goods distributors using AI trained on real purchasing transactions, addressing inefficiencies caused by manual processes and outdated systems.

• Predictive intelligence is delivered for inventory, pricing, routing, and credit in real time, aiming to close a $2 trillion inventory gap in global supply chains.

Differentiation and technology moat

• Integrates proprietary transaction data from ERP systems, providing a unique data advantage over competitors relying on public data.

• Operates on enterprise-grade infrastructure (AWS, NVIDIA) and leverages network effects as more distributors connect.

• Proprietary dataset includes 26.3 million live trade records and 1.23 billion data points, validated at over 80% recommendation accuracy.

Market opportunity and trends

• Targets the $14.6 trillion annual FMCG trade flow, with $2 trillion lost annually due to manual coordination.

• AI in supply chain market projected to grow from $9.9B in 2025 to $236.4B by 2035, with 70% of large organizations expected to adopt AI-based forecasting.