Red Violet, Inc. · NASDAQ:RDVT
Red Violet — Investor Presentation (November 2026)
24 slides from Red Violet's investor presentation, Nov 5, 2026
Slide 1: All things identity. AI-Embedded Identity Intelligence
All things identity. AI-Embedded Identity Intelligence Built from the Ground Up for the AI Era November 2026 ® © 2026 Red Violet, Inc. All Rights Reserved. Exhibit 99.1
Slide 2: Disclaimers
DISCLAIMERS This presentation contains "forward-looking statements," as that term is defined under the Private Securities Litigation Reform Act of 1995 (“PSLRA”), which statements may be identified by words such as "expects," "plans," "projects," "will," "may," "anticipate," "believes," "should," "i
Slide 3: An Industry-Leading Identity Intelligence Platform
COMPANY OVERVIEW An Industry-Leading Identity Intelligence Platform DEDICATED TO MAKING THE WORLD A SAFER PLACE THROUGH AI-EMBEDDED, CLOUD-NATIVE IDENTITY SOLUTIONS. CUTTING EDGE PLATFORM AI-embedded, cloud-native CORE™ platform built from the ground up — not adapted from legacy infrastructure. UNPR
Slide 4: Enterprise Identity Intelligence and Proactive Safety Solution
Enterprise Identity Intelligence Proactive Safety Solution … AND MORE SERVING 20+ PUBLIC AND PRIVATE SECTOR VERTICALS Financial Services Insurance Government Corporate Risk Background Screening Collections Real Estate Retail Healthcare Legal Law Enforcement Education Utilities Marketing Payment Proc
Slide 5: Company Journey: Over a Decade of Compounding Growth
THREE DISTINCT PHASES FROM DEVELOPMENT TO EXPANSION. COMPANY JOURNEY Over a Decade of Compounding Growth TTM REVENUE ($M) 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 DEVELOPMENT PHASE COMMERCIALIZATION PHASE EXPANSION PHASE MARCH 2018 red violet spins off from cogint OCTOBER 201
Slide 6: Highly Experienced Management Team
DEEP DOMAIN EXPERTISE IN DATA, ANALYTICS, AND IDENTITY INTELLIGENCE — WITH A TRACK RECORD OF SCALING BUSINESSES FROM STARTUP TO BILLIONS IN ENTERPRISE VALUE. Highly Experienced Management Team LEADERSHIP TEAM JAMES REILLY DAN MACLACHLAN JEFF DELL ANGUS MACNAB PRESIDENT CHIEF FINANCIAL OFFICER CHIEF
Slide 7: Digital transformation, AI, fraud and regulation drivers
(1) McKinsey research, June 2023. (2) Sumsub research, November 2025. (3) Javelin Strategy & Research, April 2026. (4) Forrester Research, November 2023. DIGITAL TRANSFORMATION Billions of interactions have moved online across commerce, financial services, healthcare, government, real estate and mor
Slide 8: Bottom-Up TAM Analysis
(1)Source: red violet estimates based on public sources, including U.S. Census Bureau, U.S. Bureau of Labor Statistics, Internal Revenue Service, and U.S. Agency for Healthcare Research and Quality. red violet has built a highly differentiated identity intelligence platform and is positioned to pene
Slide 9: CORE Cloud-Native Identity Intelligence Platform
HIGH-CONFIDENCE DECISIONS Actionable insights | Real-world impact CORE Cloud-Native Identity Intelligence Platform IRONTM Proprietary AI / ML Engine MULTI-SOURCED, OWNED & LICENSED Data alone has limited value NORMALIZE Standardizes and structures data for consistency VALIDATE Confirms and cross-ref
Slide 10: A Proprietary Technology Platform
A Proprietary Technology Platform – Engineered Layer by Layer and Informed by 30 Years of Domain Expertise OUR PROPRIETARY TECHNOLOGY ADVANTAGE OUR OWN PROPRIETARY LANGUAGE, ENTITY RESOLUTION FRAMEWORK, DATA PROCESSING PLATFORM, AND MACHINE LEARNING ENGINE – NOT PUBLICLY AVAILABLE, NOT LICENSED, NOT
Slide 11: AI embedded across the platform
FASTER PRODUCT INNOVATION AI compresses development cycles AI-augmented engineering accelerates product releases, expands the roadmap, and increases innovation velocity. SMARTER INTELLIGENCE AI improves what we know STRONGER GRAPH AI-powered entity resolution BETTER EXPERIENCES Customers get more va
Slide 12: FOREWARN and IDI: Different Customer Experiences
FOREWARN – Proactive Safety Solution IDI – Enterprise Identity Intelligence DIFFERENT CUSTOMER EXPERIENCES Purpose-built solutions for distinct needs SAME DATA 75+ year identity graph covering nearly all US adults SAME AI AI-driven intelligence embedded across the platform COMMON PLATFORM CORE platf
Slide 13: Why We Win
Creating New Customers and Use Cases AI-enabled workflows New industries New products Higher customer usage Taking Share from Legacy Competitors Superior accuracy Lower latency Higher throughput Better economics Technology advantages drive complementary growth engines Cloud-native from day one Conti
Slide 14: Durable and Scalable Business Model
HIGHLY VISIBLE REVENUE 96% Q3’26 Gross Revenue Retention USAGE-DRIVEN EXPANSION MISSION-CRITICAL INTEGRATION POWERFUL OPERATING LEVERAGE ~65% Est. Adj. EBITDA Margin Target at Maturity of Business Model Deep integration creates strong retention Robust contribution margins on incremental revenue Annu
Slide 15: Consistent Growth. Expanding Margins. Strong Cash Generation.
Consistent Growth. Expanding Margins. Strong Cash Generation. $104M Q3’26 TTM Revenue 20% Q3’26 TTM Revenue Growth 37% Q3’26 TTM Adj. EBITDA Margin 96% Q3’26 Gross Revenue Retention 85% Q3’26 TTM Adj. Gross Margin FINANCIAL MOMENTUM REVENUE ADJ. EBITDA Refer to the “Statement Regarding Use of Non-GA
Slide 16: Growth strategy: organic and inorganic
EXPAND EXISTING CUSTOMERS Land-and-expand across departments and workflows Higher transaction volumes drive usage-based revenue WIN SHARE FROM LEGACY COMPETITORS Displace legacy, cobbled-together identity platforms Superior accuracy, latency and throughput ENTER NEW VERTICALS AND USE CASES Drive ado
Slide 17: Investment highlights
1. Trusted Identity Is Critical to the Digital Economy Secular tailwinds are driving demand for identity verification, fraud prevention and risk intelligence 4. Broad-Based Growth Across Diverse End Markets Serving 20+ industry verticals minimizes concentration risk and expands growth 3. AI Accelera
Slide 18: Appendix
Appendix © 2026 Red Violet, Inc. All Rights Reserved.
Slide 19: Statement Regarding Use of Non-GAAP Financial Measures
STATEMENT REGARDING USE OF NON-GAAP FINANCIAL MEASURES This presentation includes certain non-GAAP financial measures, which have not been prepared in accordance with generally accepted accounting principles in the United States (GAAP). These non-GAAP financial measures are in addition to, and not a
Slide 20: Reconciliation of Non-GAAP Financial Measures
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
Slide 21: Reconciliation of Non-GAAP Financial Measures
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
Slide 22: Reconciliation of Non-GAAP Financial Measures
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
Slide 23: Reconciliation of Non-GAAP Financial Measures
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
Slide 24: Supplemental metrics
The following metrics are intended as a supplement to the financial information found in this presentation and other information furnished or filed with the SEC. These supplemental metrics are not necessarily derived from any underlying financial statement amounts. We believe these supplemental metr