Verifyme, Inc. · NASDAQ:VRME
Verifyme — Investor Day (November 2021)
39 slides from Verifyme's investor day presentation, Nov 18, 2021
Slide 1: Slide 1
Slide 2: Investor Day November 18, 2021
(V) VerifyMe’ Protect your brand. Grow your business. Investor Day November 18, 2021 NASDAQ:VRME
Slide 3: Agenda
Verte! Agenda > Welcome & Introductions > Company Overview > Product Solutions & Technology > Growth Strategy > Financial Analysis > Q&A > Closing Remarks
Slide 4: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS
Slide 5: Welcome Remarks
Welcome Remarks Scott Greenberg Chairman > Introduction of Management Team > Remarks » Future Outlook i SIUAOVOSYN OW UOAJO Avodose teAYOPYUOD
Slide 6: Company Overview
Company Overview
Slide 7: Management
Patrick White Management Keith Goldstein Margaret Gezerlis, ACCA Sandy Fliderman ef ont oteer cnet recaoo oer scr ram SN VortyMe
Slide 8: Board of Directors
VentyMe Board of Directors Chris Gardner Marshall Geller ne SESS) Howard Goldberg Scott Greenberg Dr. Arthur Laffer
Slide 9: VerifyMe Story
VerifyMe Story = 1999 v Laserlock Technologies formed Nov 1999 Y Laser Pen Product Authentication * 2015 v Name change to VerifyMe, Inc, - Biometric focus + 2017 Y Patrick White becomes CEO ¥ Signs Contract with HP Indigo to create Ink Taggants for Secure Labels and Packaging on the HP Indigo 6000 s
Slide 10: Product Solutions and Technology
Product Solutions and Technology
Slide 11: Overview
Overview We are brand protection and customer engagement experts. Address highly sophisticated counterfeiting and diversion challenges. Achieve new levels of engagement to extend customer relationships. Gain high-definition business intelligence throughout the supply chain, E to online and in-store
Slide 12: Global Market Size of VerifyMe Products
Global Market Size of VERIFYME Products VerifyMe Product Year PRODUCT MARKET CAGR 1999-2018 #1 Product Authentication = $7.7 Bil (2026) +8.7% 2019 #2 Serialization/Track and Trace= $9.7 Bil (2028) +19% 2020 #3 Consumer Engagement = $29.5 Bil (2024) +12,6% 2021 #4 Global Label Printing = $58.3 Bil (2
Slide 13: Comprehensive Approach
Vente: Comprehensive Approach VerifyMe offers a broad portfolio of brand protection and engagement solutions. We bring together world-class physical, digital and online technologies to create comprehensive, customized product authentication, and engagement solutions to help protect your brand. Verif
Slide 14: Brand Protection | Simple Level Approach
Brand Protection | Simple 3 Level Approach Level 1 - Dynamic visible codes & NFC for consumers and supply chain T&T * Printed Digitally * Traditional QR codes —open source, any smart phone scan * Proprietary 2D codes—use branded App to scan, high levels of security, very hard to copy or link to fake
Slide 15: Brand Protection | Simple Phase Approach
Brand Protection | Simple 3 Phase Approach ‘Aluminum Bottle Caps Shrink Sleeves Packaging Fabric / Apparel * Verifyink™ Printed on any conventional printing press, gravure, flexo, offset, silkscreen * Printed on virtually any material, metal, PET shrink sleeves, plastics, paper, fabrics, etc. o Auth
Slide 16: Brand Protection | Simple Phase Approach
Brand Protection | Simple 3 Phase Approach Level 2 - Every "Beep" and Scan Checked & Tracked on a Global Dashboard Vert Me!
Slide 17: Brand Protection | Simple Phase Approach
Brand Protection | Simple 3 Phase Approach Level 2 - Every "Beep" and Scan Checked & Tracked on a Global Dashboard oe VeniyMe!
Slide 18: Brand Protection | Simple Level Approach
Brand Protection | Simple 3 Level Approach Level 3 - Variable, unique invisible serialization on digital printing press i) VeriyMe’
Slide 19: VerifyMe Track & Trace
VerifyMe Track & Trace™ Track events across the supply chain, from manufacture to point of use. VerifyMe provides visibility of events across the supply chain by deploying non-invasive methods to integrate, collect, and store actionable data—providing invaluable information to brands and customers a
Slide 20: Brand Owner Monitoring Dashboard
Brand Owner Monitoring Dashboard Noastount e VeriyMe!
Slide 21: The Consumer Engagement Opportunity
The Consumer Engagement Opportunity Smartphone and cloud technologies have fundamentally changed the market. VerifyMe combines cloud-based authentication software with mobile web experiences to help brand owners connect with consumers at point of sale and point of use to extend their engagement. La
Slide 22: Consumer Engagement
Consumer Engagement % “| UB RESULTS ve Pi Ta a ce your FIND OUT MORE } | VonfyMe
Slide 23: Data Rich Purchase Information
Data Rich Purchase Information Von
Slide 24: Growth Strategy
Growth Strategy
Slide 25: Key Market Drivers
Key Market Drivers ~X ¥ Growing Counterfeit Problem ¥ Growing Product Diversion ¥ Health Issues Y Supply Chain Problems ¥ COVID Impact on Brick and Mortar Sales Y Brand Owners want Data — Business Intelligence v Brand Owner want to engage and know their customers Vert Me’
Slide 26: Major Market Verticals
Major Market Verticals To fight counterfeiting, diversion and engage with consumers fal See By APPAREL CONSUMER COSMETICS PRODUCTS = r ’ <a ) Vass FOOD & WINE & SPIRITS ELECTRONICS PHARMACEUTICALS BEVERAGE Bs mB eXa CANNABIS. AUTOMOTIVE INDUSTRIAL
Slide 27: Major Revenue Categories
Major Revenue Categories as VerifyMe Sells 4 Major Products to Brand Owners: Invisible Serialization Cavsunist Taggants Software Engsgement Software
Slide 28: Sales and Marketing Strategy
wWearercann S Sales and Marketing Strategy Hire seasoned security sales professionals Utilize HP Indigo & INX International world-wide sales force Opened an office in Europe Developed new website Presenting at and attending key trade shows around the world Implemented social media marketing and adve
Slide 29: Competitive Landscape
Competitive Landscape * Product Competition * DNA-—Plant Based Digital Watermarks * Inks * Ultraviolet Inks * Color Changing ° Holograms NFC Chips ¢ Large Older Security Printers ° Currency * Government Credentials ° New Start Ups ° NFC chips VentyMe
Slide 30: Industry Observations and VerifyMe Differentiators
Industry Observations °Fragmented Indust! Big Brands in Acquisition Mode? Broad Range of Technologies ~X 80% Holograms/UV Ink * RFID/NFC © Digital Watermarks * DNA VerifyMe Differentiators * VerifyMe Strategic Partners * HP Indigo * INX International * Software Development * Comprehensive offering f
Slide 31: Future Catalysts
Future Catalysts Expectations for the next 12 months: SALES * Significant NEW Brand Owner Clients * Conversion of double-digit mature prospects to customers * Sales growth exceeding 100% MERGERS AND ACQUISITIONS TECHNOLOGY * Complementary acquisition(s) * Migration to Block Chain Platform * Label /
Slide 32: Financials
Financials
Slide 33: Financial and Equity Snapshot
Vert Me’ Financial and Equity Snapshot Exchange/Ticker: NASDAQ: VRME Stock Price (11/10/21): $3.66 Shares Outstanding (11/10/21): 7.3 Million Fully Diluted; 11.3 million Market Cap: $27 million Cash Balance: $10.6 million as of September 30, 2021 Equity Investment: $10.8 million as of September 30,
Slide 34: Revenue and Gross Profit
$in Thousands ° Vert Me’ $700 ‘$800 $200 $46 61% FY 2018 Revenue and Gross Profit $245 $200 82% FY 2019 mRevenve $343 $281 82% FY 2020 Gross Profit $612 $429 70% * YTD 2021
Slide 35: Key Highlights
Key Highlights + Cash of $10.6M as of September 30, 2021 + $10.8M eau Investment in SPAC-G3 VRM Acquisition Corp of which we beneficially own approximately 9.42% * Debt-Free as of September 30, 2021 Vert Me’ Balance Sheet (Sin thousands) Assets Cash and cash equivalents Equity Investment Other asset
Slide 36: Investment Highlights
Investment Highlights Safe, Practical, Highly Effective, Instant, FBI: "Crime of the 21st Century” * ‘Affordable and Easily Implemented FE:"$1.9-2.8 Trillion by 2022” ** 12 US and European Patents ‘WHO: "10s of Thousands Dying” *** Scalable — Revenue Potential - Prospects Experienced Management Hewl
Slide 37: Q&A
Slide 38: VerifyMe contact details
@) VerifyMe” Protect your brand. Grow your business. US Headquarters 75 S Clinton Avenue Suite 510 Rochester NY 14604 +1585 736 9400 info@verifyme.com
Slide 39: Full presentation text
\ Protect your brand. Grow your business. \ Investor Day November 18, 2021 NASDAQ:VRME 0 Ver|fyMe‘ Agenda 3: > Welcome & Introductions > Company Overview > Product Solutions & Technology > Growth Strategy > Financia|Ana|ysis > Q&A > Closing Remarks FORWARD-LOOKING STATEMENTS In addition to historica