Elron Ventures Ltd · TASE:ELRN
Elron Ventures — Investor Presentation (August 2025)
22 slides from Elron Ventures's investor presentation, August 2025
Slide 1: Elron Ventures - Investor Presentation August 2025
Elron Ventures - Investor Presentation August 2025
Slide 2: Disclaimer
Disclaimer This presentation is for information purposes only. By this presentation, Elron does not intend to solicit offers to purchase its securities and the presentation does not constitute an invitation to receive such offers, and nothing said therein constitutes a “public offering”, as defined
Slide 3: Elron Ventures Corporate Overview
Elron Ventures Corporate Overview Established in 1962, Israel’s first evergreen fund; partnership with Rafael for over three decades Controlling Shareholder Currently Invests in 26 Portfolio Arieli Group, since Sept. 2024 Deep Tech, Defense Tech, Cybersecurity, SaaS; Companies* Legacy Healthtech por
Slide 4: Exit: Cynerio acquired by Axonius
Exit Axonius provides a cybersecurity asset management CYNERIO WAS ACQUIRED BY UNICORN COMPANY AXONIUS platform that secures and manages connected devices for businesses $15m in preferred Axonius shares: AXONIUS IS ONE OF THE 30 MOST The estimated value of our consideration in the transaction, PROMI
Slide 5: Dividend & Share Buyback
Dividend & Share Buyback As part of our new dividend policy aimed at sharing successes with our shareholders, our board of directors approved a second dividend distribution and a share buyback plan Cash Dividend $5.5 million Record Date: Aug. 24, 2025 $0.10404 per share Payment Date: Sept. 8, 2025 *
Slide 6: Elron Portfolio Snapshot
Elron New Portfolio Snapshot Exited Companies crossing all stages as a growth catalyst for the coming years New Legend Cybersecurity Medtech SaaS Deep Tech / Defense Tech Other Seed Round A Round B Round C E→ 6
Slide 7: Portfolio Company News
Portfolio Company News Axonius acquires Cynerio Nitinotes receives FDA IDE approval Tammoon wins Wiz WINvaluable Axonius acquires medical device security specialist Nitinotes has received FDA IDE approval to initiate Award Cynerio. pivotal U.S. trial of the EndoZip™ system for Tammoon has been honor
Slide 8: Elron Snapshot
Elron Snapshot Effective and consolidated assets under management Holdings in companies Holdings based on valuation of last financing round Holdings based on valuation of last financing round 1,2 ($m, effective) 1,2 ($m, consolidated) Cyber/Software Holdings- Mature Portfolio3 29.0 49.2 Cyber/Softwa
Slide 9: Elron (Consolidated) Financial Data
Elron (Consolidated) Financial Data ~$191M AUM, of which ~$71M are Cash & Other Financial Resources PORTFOLIO RESOURCES $25.1M Cyber/ Software Holdings- New Portfolio $71.4M $18M Current cash deposits and Contingent $49.2M debentures as of Aug. 10, 2025 Consideration from the sale Cyber/Software Hol
Slide 10: Elron Management
Elron Management Combining expertise in deep tech, investment and finance Yaniv Shnieder Lisya Bahar Manoah Rony Gur Arie CEO of Elron Ventures Active Chairperson CFO and Co- CEO of RDC of Elron Ventures of Elron Ventures Seasoned technology leader with 25 years of Managing Partner @Arieli Group, wi
Slide 11: Elron's Unified Team with Rafael (via RDC)
Elron's Unified Team with Rafael (via RDC) Combining the knowledge and experience to accelerate investment scaling Lauren Duke Uria Lin Yaron Kulas Lior Levinsky VP Business Principal & Co-CEO @RDC CFO @RDC Development Platform Lead Kobi (Jacob) Ortal Katz Maya Reitman Shpigelshtein Paul Weinberg Ve
Slide 12: Our Investment Strategy
r Investment Strategy y Elron
Slide 13: Strategic Growth
Strategic Growth Expanding investment stages and entering Deep Tech to maximize value through quicker exits Deep Tech & Defense Early Growth Primary & Secondary Global Tech In Addition to Investments Investments Reach Cybersecurity & SaaS Reducing risk and Large markets in which Investing directly i
Slide 14: Elron and Rafael's Partnership
Elron and Rafael’s Partnership Boosting Technological, Product and Market Superiority We have an internal champion at Rafael Mobilizing the right mechanisms and teams at Rafael to work with deep tech & cybersecurity ventures Technology Validation & Spinoffs Based on Rafael’s Design Partnership with
Slide 15: Deep Tech: Reshaping industries, expected to reach €8 trillion in 2030
DEEP TECH: Reshaping industries representing exponential growth potential - expected to reach €8 trillion in 2030 TOP 10 DEEP TECH SECTORS Technology Cluster Applications Potential Global Value By 2030 the global value pool (the sum Pool in 2030 (€) of new revenues & avoided costs) Artificial Intell
Slide 16: Defense Tech: A $250B opportunity
DEFENSE TECH: A $250B opportunity to build a modernized defense frontier Defense innovation is now seen as critical to national survival, strategic competitiveness, and economic resilience TOTAL US US DoD ALLOCATION TO THE US DoD SBIR & STTR EUROPEAN DEFENSE DEFENSE R&D DEFENSE INNOVATION UNIT PROGR
Slide 17: Deep Tech & Defense Tech
Deep Tech & Defense Tech CyberRidge: Wonder Robotics: Photonic encryption for quantum-safe data Autonomous drone operations in GPS-denied transmission and high-risk environments Founded by an accomplished scientist and 5th time Founded by computer vision leaders and domain entrepreneur experts in th
Slide 18: Optimizing Deal Flow
Optimizing Deal Flow Leveraging opportunities through databases, platforms, networks, and partnerships RAFAEL ELRON’S VAST Access to deep tech startups DATABASE through open innovation; Sourcing deal flow through our Creating value through spinoffs- extensive database, platforms, exclusive rights to
Slide 19: Key Takeaways
Key Takeaways Executing on our new strategy Investments focused on The right team, Focused on generating high exit potential, shorter the right partners returns to our time to exit shareholders Invest in verticals with high exit potential, in Yaniv Shnieder, Former General New exit strategy: Committ
Slide 20: Thank you
Thank you elron.com Investor Relations: Chen Livne IR contact person Chen@livne-ir.co +972 -52 9692983
Slide 21: Portfolio Overview: Mature Portfolio Companies
Portfolio Overview: Mature Portfolio Companies New Exited BITSIGHT AXONIUS CYNERIO ZENGO ** Cybersecurity ratings and risk intelligence for organizations ** Cybersecurity asset management platform that secures and Protecting the connected medical 17%* Crypto wallet that doesn’t compromise 8% manages
Slide 22: Portfolio Overview: Next Generation
Portfolio Overview: Next Generation New CYBERRIDGE RED ACCESS TAMNOON SCRIBE Photonic encryption 9%* Third generation web 21%* Tech-driven managed cloud protection service 7%* Continuous code assurance across the 18%* for quantum-safe data protection platform Our software supply chain Our transmissi