Ryvyl (RVYL) Investor Update summary

Leadership and team

• Added a highly experienced CFO with a strong blockchain investment background, joining after making this his largest investment and taking a sabbatical from his fund.

• Leadership team includes pioneers in digital media, blockchain, and finance, with experience scaling companies to billions in value.

• Team has a track record of building and operating backend infrastructure for major media brands for over 30 years.

• Engineering team, primarily based in Israel, leverages AI tools for efficiency, achieving a 75% reduction in required headcount.

• Current headcount is 14-16, with plans to scale as client base grows, maintaining high operational efficiency.

Business model and technology

• Provides a full-stack, blockchain-based SaaS platform for premium media companies, enabling real-time payments and data control.

• Platform automates ad operations, yield management, syndication, and reporting, reducing operational complexity for clients.

• System is live, serving millions of users and hundreds of clients, including major sports and finance media brands.

• Blockchain integration allows instant payments to content creators, eliminating traditional 90-120 day payment cycles.

• Platform is designed to scale to hundreds of millions of users, leveraging cloud infrastructure and proven engineering expertise.

Financial status and growth

• No debt, over $30 million in the bank, and minimal burn rate due to software-driven operations.

• Generating millions in revenue already, with gross margins around 50%.

• Signed over 100 commercial contracts in recent months, rapidly expanding user base and revenue potential.

• Previous company by the same team grew to $189 million in annual revenue in under four years.

• Market cap currently around $200 million fully diluted, with comps in the sector trading at 7-10x revenue.