Kovo+ Holdings Inc · TSXV:KOVO
Kovo+ — Investor Presentation (August 2025)
21 slides from Kovo+'s investor presentation, August 2025
Slide 1: AI Driven Health Tech & Lifestyle Business
AI Driven Health Tech & Lifestyle Business Investor Presentation August 2025 1
Slide 2: Legal Notices
Legal Notices CAUTIONARY NOTE The information contained in this presentation (together with oral statements made in connection herewith, the “Presentation”) is provided by Kovo+ Holdings Inc. (“Kovo+” or the “Company”) for informational purposes only and does not constitute an offer to issue or arra
Slide 3: Legal Notices
Legal Notices FUTURE-ORIENTED FINANCIAL INFORMATION To the extent any forward-looking information in this Presentation constitute future-oriented financial information or financial outlooks within the meaning of applicable securities laws, such information is being provided to demonstrate the Compan
Slide 4: Legal Notices
Legal Notices RIGHTS OF ACTION FOR MISREPRESENTATION IN PRESENTATION In certain circumstances, purchasers resident in certain provinces or territories of Canada, are provided with a remedy of rescission or damages, or both, in addition to any other right they may have at law, where an offering memor
Slide 5: 5
5
Slide 6: Infrastructure
eo * Infrastructure which is data
Slide 7: AI Phase 2: SaaS and AI Phase 3: Data OaaS
AI Phase 2: SaaS AI Phase 3: Data OaaS - Clinical Intake - Ingestion - Credentialing - Aggregation - Claims creation - Tokenization - Claims submission - Lifestyle optimization - EHR note creation - Customized outcomes - Residential security - Shared monetization - Family scheduling - Consumer trend
Slide 8: Care MSP Channel Strategy
Care Channel Strategy ▪ RCM: credentials, coding, billing, collections ▪ MSP: SaaS & AI monitoring, compliance, Care MSP LIFE repair AI Phase 1 Consumer ▪ Dental: RCM, MSP SaaS & AI expansion AI Intake Images Chat Bots MSP ▪ AI Servers/PCs: NBC, MTV, Grass Valley, AI Phase 2 Applications Nagios ▪ Ca
Slide 9: Opportunity
OPPORTUNITY 1.2 M5 TAM Medical & Dental Providers 5 M2 Homes 35 M 3 300 M4 With Solar Homes with Fiber Consumers OaaS 33 M 1. solarreviews.com/blog 2. spglobal.com 1 9 3. census.gov 4. advocacy.sba.gov/ 5. consumershield.com, beckersdental.com SMB
Slide 10: Problem: Human Capital Crisis
PROBLEM: HUMAN CAPITAL CRISIS Care Providers Can’t Care Opportunity SAM ▪ 230K Doctors quit in 20231 15,000 Providers = $26B in Billings1 ($36B CAD) ▪ 1% more in SaaS timely collections = 8% raise2 ▪ Trump Medicaid Cuts ▪ 3.5 hours a week AI savings = 1 month off a year ▪ Baby Boomers Peak 20302 ▪ 4
Slide 11: RCM, MSP, SaaS and AI Data Phases
R Phase 2 SaaS M C S M P SaaS AI & AI AI Data We collect from these companies for clients. Phase 3 OaaS 11 We manage products or services of these companies.
Slide 12: 15 Years Enterprise AI IT Solutions MSP
15 Years Enterprise AI IT Solutions MSP Image Devices Consumer Content AI Outcomes - AI Monitoring & Repair - AI Monitoring - 40K chats a week - 6,000 Devices - AI Repair - Mental Health - 8M Cars Per Year - Text control - Consumer Facing - 500 Lanes - Media Servers - Clinical Grade - Broadcast devi
Slide 13: LIFEStyle
LIFEStyle 153M1 hacks: Block Thousands of Cyber attacks per minute 135M2 gamers: Set device usage limits to stream, game, or scroll 35M3 fiber homes: Take complete control of your home network 5M4 content fears: Mom can manage all with text or voice 4 Phase 10K Homes Health Tech Lifestyle OaaS Medic
Slide 14: Take Market Share
TAKE MARKET SHARE Competitive Advantage ▪ Proprietary AI Engine 2 ▪ Proprietary SLAM SaaS Platform ▪ Revolutionary Low-code / No-code SYMS 10-20 ▪ Platform Business Process Automation Thru AI Enterprise ▪ Mergers & Acquisition Team • Solar Install Targets at 3-5X Revenue 3 50 - 100 • Health Tech RCM
Slide 15: Restructured
Lifestyle Restructured CAD$ millions ● 2020-2024 Actual CAGR was 28% 2024-2025 is the year of transformation ● 2025 and 2026 Acquisitions projected to help accelerate growth Kovo Business growth not projected * Assumes completion of the acquisition from Avonlea Ventures #2 Inc. of, among other thing
Slide 16: Pro Forma Summary - 2025-2026
Pro Forma Summary - 2025-2026 Lifestyle2 Lifestyle Notes: 1)This includes forecast and acquisitions totaling C$13.0mil (USD$9.4mil) annualized projected revenue in Q3/25, Q4/25 and Q1/26 based on management estimates 2) Assumes completion of the acquisition from Avonlea Ventures #2 Inc. of, among ot
Slide 17: Sources & Uses (CAD$)
Sources & Uses (CAD$) Private Placement Terms: non-brokered (each, a “Unit”) at CAD$0.05. Each Unit is expected to consist of: (i) one common share of Kovo; and (ii) one-half of one non-transferable common share purchase warrant (a "Warrant"**). CAD$ millions *** *to support Kovo’s organic growth in
Slide 18: Pro Forma Cap Table & EV Estimates
Pro Forma Cap Table & EV Estimates Shares In Millions Projected Market Cap and EV using comparable revenue & market multiples CAD$ Total Warrants issued Post Financing: 379M *Assumes completion Avonlea Ventures #2 Inc. acquisition of, the exclusive right to purchase certain contractual assets of Ai
Slide 19: Appendix
KOVO* APPENDIX 19
Slide 20: SaaS Customer Economics in CAD
SaaS Customer Economics in $CAD 1 HOME customer $617 Fiber -$343 Commission $822 Firewall -$343 Commission -$110 Firewall COGS . $ 644 Margin $1,184 5 Year LTV LTV:CAC 1.73 10,000 customers = $12M CAD 20
Slide 21: EV and EV/Revenue versus comps
All in CAD$millions Kovo’s EV is being estimated to be at $25mil, and EV/Revenue ratio is being estimated at 1.7x whereas the comps weighted average is 4.3x 21 sources: comparables.ai