Zapata Quantum, Inc. · OTC:ZPTA
Zapata Quantum — Investor Presentation (July 2026)
21 slides from Zapata Quantum's investor presentation, July 2026
Slide 1: The Software Platform to Unlock Quantum's Potential
The Software Platform to Unlock Quantumʼs Potential July 2026
Slide 2: Cautionary Notes
Cautionary Notes Actual events and circumstances are beyond the control of Zapata. These forward-looking statements are subject to a number of risks and uncertainties, including , without limitation, our need for additional capital and scale and re-establish material operations, secure and maintain
Slide 3: Recent Executive Order is emblematic of the handoff occurring in quantum
Recent Executive Order is emblematic of the handoff occurring in quantum - from hardware to software “There is hereby established the Quantum Computer for Application Discovery and Development Science (QC-ADDS) Effort”
Slide 4: Our mission positions us perfectly for this shift
Our mission positions us perfectly for this shift… To dramatically accelerate the discovery and development of quantum applications
Slide 5: Zapata Quantum is the only US-based publicly traded quantum software company
Zapata Quantum is the only US-based publicly traded quantum software company and leader in the space 2017 Proven leadership across research and industry Spun out of Harvard 60 Foundational patents in quantum software 40 Significant peer-reviewed scientific papers and others… 5
Slide 6: Quantum computing has reached an inflection point
Quantum computing has reached an inflection point, driving acceleration of progress and time to value ● Economic value of $2TN in 20351; $100BN+ platform TAM2 ● Public / private sector arms races; 90% of value to 10% early movers3 “Quantum computing is the next “The next big accelerator in the “Quan
Slide 7: Software will ultimately drive value creation and market capitalization
As with other technology cycles, software will ultimately drive value creation and market capitalization PC / Mobile Web AI $4TN+ market cap $5TN+ market cap $6TN+ market cap 7
Slide 8: Quantum is dominated by hardware and full-stack efforts
Quantum is currently dominated by hardware and full-stack efforts → inefficient software progress ● Each provider focused on proving their technology; collective action problem with respect to software ● Enterprises are cautious about committing to one paradigm ● Result is slow software progress and
Slide 9: December 2025 Google paper highlights the quantum software gap
December 2025 Google paper highlights the critical quantum computing software gap “Identifying concrete problem instances expected to exhibit quantum advantage and connecting such problems to real-world uses cases represent essential and under-resourced challenges.”
Slide 10: Zapata is the leader in quantum software across high-value domains
Zapata is the leader in quantum software across high-value domains Quantum Native Quantum Mapped Industrial Chemistry Pharma / Biotech Optimization Simulation Machine Learning Batteries, catalysts, Drug discovery, Networks, logistics, Defense, finance, Anomaly detection, fertilizers, polymers, enzym
Slide 11: Zapata's cancer research chosen as one of Nature Biotech's top 10 of 2025
Zapataʼs cancer research chosen as one of Nature Biotechʼs top 10 of 2025 11
Slide 12: The Quantum Computing Application Bottleneck
The Quantum Computing Application Bottleneck 01 Dynamic landscape 02 Lack of rigorous assessments “Everyone has an opinion on whether a "Every plan we write is stale in six months. A quantum use case will actually work. What I roadmap slips, a new algorithm lands, and don't have is a defensible, evi
Slide 13: We are partnered with NVIDIA to apply AI to this bottleneck
We are partnered with NVIDIA to apply AI as part of resolving this bottleneck…
Slide 14: Pressure-tested solution based on unique DARPA experience
Zapataʼs pressure-tested solution is based on our unique DARPA experience ● DARPAʼs Quantum Benchmarking QB Program laid the foundation for quantum application development ● Zapata was the only company chosen for all three critical phases of the program ● Our solution codifies this multi-year, mul
Slide 15: Platform provides unified tooling for the full quantum application lifecycle
Zapataʼs platform provides unified tooling for the full quantum application lifecycle Discovery → Development → Deployment 15
Slide 16: Approach backed by foundational IP developed over 8+ years
Zapataʼs approach is backed by foundational IP developed over 8+ years as a pioneer in quantum software Validation study conducted by major global consultancy concluded Zapataʼs 60+ patents cover three strategic control points Source Imperative Declarative Static Dynamic Intermediate Representation
Slide 17: Senior leadership consists of leading scientists from Harvard's quantum lab
Zapataʼs senior leadership consists of leading scientists from Harvardʼs quantum computing lab Sumit Kapur, CEO • 20+ years experience scaling complex businesses; grew prior ML firm 50x to $1BN revenue over 10 years • MBA, Harvard Business School; BA in Applied Mathematics, Harvard College Yudong Ca
Slide 18: Zapata's model is analogous to other frontier tech models
Zapataʼs model is analogous to other frontier tech models • Modular platform captures value across End-to-end solution from algorithm discovery the full quantum application lifecycle and application development to runtime • TAM: Current $2BN quantum computing Quantum Application market growing at 35
Slide 19: Zapata offers a uniquely attractive entry point into quantum
Zapata offers a uniquely attractive entry point into quantum ● Restructuring complete ○ Clean balance sheet (over $20M debt restructured) ○ New high-quality capital from top-tier VCʼs, top quantum fund, prominent quantum co execs ○ Operations fully restored / key technical leadership intact ○ Road p
Slide 20: We are only at the beginning
We are only at the beginning… In 1945, John von Neumann wrote to Lewis Strauss about the potential uses of computers: “Uses which are not, or not easily, predictable now, are likely to be the most important ones. Indeed they are by definition those which we do not recognize at present because they a
Slide 21: Thank You
Thank You Software to Unlock Quantumʼs Potential Sumit Kapur CEO skapur@zapataquantum.com