Innventure, Inc. · NASDAQ:INV
Innventure — Investor Presentation (March 2025)
37 slides from Innventure's investor presentation, Mar 10, 2025
Slide 1: Innventure Presentation
March 7, 2025 Innventure Presentation
Slide 2: Disclaimer
Disclaimer 2 The material that follows is a presentation ("Presentation") of information about Innventure, Inc. and its subsidiaries (together referred to herein as "Innventure," the "Company," "us," "our," or "we") as of the date of this presentation. The Presentation does not purport to contain al
Slide 3: Disclaimer (cont.)
Disclaimer (cont.) 3 operational risks related to the Company’s subsidiaries that have limited or no operating history; the implementation, market acceptance and success of the Company’s and its subsidiaries’ business models and growth strategies; the Company’s and its subsidiaries’ future capital r
Slide 4: Disclaimer (cont.)
Disclaimer (cont.) 4 Should one or more of these risks or uncertainties materialize, or should any of our assumptions prove incorrect, actual results may vary in material respects from those projected in these forward- looking statements. All subsequent written and oral forward-looking statements co
Slide 5: Innventure – A Technology Commercialization Company
Innventure – A Technology Commercialization Company 5 Aggregate enterprise value as of February 2, 2025. Source: FactSet Such technology has been demonstrated as a proof of concept but has not yet been scaled or commercialized. Source: FactSet Who We Are A company that collaborates with MNCs and see
Slide 6: Innventure at a Glance
Innventure at a Glance 6 PureCycle Technologies became public in 2021 (Nasdaq “PCT”); Innventure no longer has an economic interest in PCT. Aggregate enterprise value as of February 2, 2025. Source: FactSet A Leveraging market data from MNCs, Innventure identifies technology solutions that present o
Slide 7: Our View of What Differentiates Innventure's Model
Our View of What Differentiates Innventure’s Model 7 A Liquidity for Investors Investor/LP Time Constraint Ability to Redeploy Cash Flow Launched Companies’ Expected Success Rate Operational Expertise Cost Basis Innventure creates companies that are designed to reduce risk: (i) they serve an expecte
Slide 8: What Makes Innventure Unique
What Makes Innventure Unique 8 A Innventure founds, funds, and operates companies around transformative, sustainable technology solutions in collaboration with multinational corporations (MNCs), channel partners, or innovation networks. Acquire or license a proven technology(1) that addresses an exp
Slide 9: Companies Created by Innventure
Companies Created by Innventure 9 A Ironton Production Plant (1) Westchester Facility Filling Machines Cooling System Demonstration VTT Pilot Testing Facility (1) PureCycle Technologies became public in 2021 (Nasdaq “PCT”). Innventure no longer has an economic interest in PCT. ™
Slide 10: Benefits to Multinational Companies
Benefits to Multinational Companies 10 B MNCs invest hundreds of billions of dollars annually in Research & Development – much of that is not commercialized (1) Source: 2023 FDI Intelligence https://www.fdiintelligence.com/content/feature/global-innovation-leaders-2022-edition-82527 (2) Source: 2020
Slide 11: Innventure's Disruptive Conglomerate Model vs. Venture Model
11 (1) Such technology has been demonstrated as a proof of concept but has not yet been scaled or commercialized. Innventure’s Disruptive Conglomerate Model vs. Venture Model B Venture Capital Company Creates a new technology and takes all risk that it will ultimately work Innventure starts with a p
Slide 12: The Closed Loop Model
The Closed Loop Model 12 B Systematic efforts to mitigate risks inherent in creating and growing high growth, disruptive companies Innventure’s Closed Loop Model is designed to mitigate risk and serve as a value creation flywheel Access Advantage Access to technology solution that is available throu
Slide 13: The Innventure Strike Zone
Proven Industrial Technology(1) Commercial-grade technology solutions with the potential to enable significant, additional quantifiable value opportunities Path to Economic Return Targeting opportunities that we believe have the potential for billion+ dollar outcomes The Innventure Strike Zone 13 B
Slide 14: Innventure's DownSelect Analysis
Innventure’s DownSelect Analysis 14 C Seeks to identify a significant unmet market need with a transformative technology solution that generates meaningful economic value (for both NewCo and MNC) and has a derived, strategic path to market adoption through the MNC – completing the Closed Loop Model
Slide 15: Technology Pipeline by Phase Since Inception
Cumulative number of technologies reviewed based on relationships with MNCs and/or their channel partners since inception Technology Pipeline by Phase Since Inception 15 D Innventure Value Creation * See Appendix (1) 321 147 35 11 4 - PureCycle - AeroFlexx - Accelsius - Refinity Pipeline narrowed th
Slide 16: Drivers of the Innventure Opportunity
Drivers of the Innventure Opportunity 16 D Technology constantly changes business across a diverse set of use-cases. Innventure has extensive experience screening technologies for commercialization to meet expected unmet market needs. Key market drivers and markets in need of a technology solution a
Slide 17: Illustrative Innventure Company Creation Timeline
Illustrative Innventure Company Creation Timeline 17 D Symbiotic relationship with MNCs creates potential value for both parties Innventure Value Creation Company Creation Target and build relationships with MNCs Evaluate opportunity via DownSelect: Test technology’s business viability using MNC dat
Slide 18: Risk Considerations and Mitigation
Execution Seasoned leadership team with entrepreneurial, operational, and capital markets expertise in early-stage companies from inception through commercialization Adoption MNCs catalyze early market adoption by becoming initial customer and/or providing channel access Macro/Market Level DownSelec
Slide 19: PureCycle Case Study
PureCycle Technologies became public in 2021 (Nasdaq: “PCT”) Innventure no longer has an economic interest in PCT. Pitchbook as of Dec. 31, 2024. Calculated based upon PCT's closing share price on Dec. 31, 2024 and illustrative of an investor's return if they had invested in PCT at inception and exi
Slide 20: AeroFlexx Case Study
AeroFlexx Case Study 20 E Company Description Milestones Multinational Corporation (1) May not be recyclable in all communities. Check locally P&G AeroFlexx has exclusive rights to commercialize the technology globally. Innovative Liquid Package Revolutionary liquids packaging solution that combines
Slide 21: Accelsius Case Study
Data center electricity consumption was estimated in 2022 to be in the range of 240 to 340 TWh, around 1% to 1.3% of total electricity consumption.(5) Accelsius Case Study 21 E Company Description Accelsius Drives Wide Range of Expected Efficiencies Data Center Electricity Use (MWh) (1) (2) & (4) So
Slide 22: The Refinity Opportunity
Today, only 9% (or 240M tons/year) of produced plastic is recycled, with most ending up in landfills or as litter.(1) Refinity is focused on the other 91%. Refinity is licensing patented Fluidized Bed Process Technology licensed from VTT Technical Research Institute of Finland. This technology is ex
Slide 23: Timeline for Innventure Companies
Timeline for Innventure Companies 23 E Repeatable methodology and track record of building highly valued companies within several years of launch YEAR 0 YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6+ No current economic interest Technology sourced P&G Patents filed Secured feedstock & offtake agreements
Slide 24: Sustainability as a Value Driver
Sustainability as a Value Driver 24 E Helping MNC partners unlock economic value while achieving sustainability targets Evidence of our ability to operate sustainably PureCycle(1) – Purifies and recycles post-industrial and post-consumer polypropylene waste back to a like virgin grade polymer, usabl
Slide 25: Leadership – Executive Committee
Leadership – Executive Committee 25 E David Yablunosky Chief Financial Officer and Chief Accounting Officer David’s finance career spans over 30+ years with large public and private multinational corporations. Prior to Innventure, David was Chief Financial Officer of Embraer Aircraft Holding, Inc.,
Slide 26: Colin Scott, Senior Vice President, DownSelect
Colin Scott Senior Vice President, DownSelect® Colin leads Innventure’s DownSelect process – our proprietary, systematic methodology to evaluate opportunities to commercialize transformative, but proven, technology solutions that meet significant market needs; select the most viable opportunities; a
Slide 27: Innventure's Economic Sustainability Playbook
Innventure’s Economic Sustainability Playbook 27 E Process for systematically scaling our businesses Identify Technology Solutions MNC has invested millions of dollars over several years to develop technology solutions and understands unmet strategic market need Deploy World- Class Team Innventure t
Slide 28: Innventure Companies
INNVENTURE COMPANIES
Slide 29: AeroFlexx Overview
Package Circularity Package can incorporate up to 50% recycled content without compromise AeroFlexx Overview 29 Virgin Plastic Avoidance Significant reduction by using up to 85% less virgin plastic compared to rigid bottle/cap alternatives Designed for E-Commerce & Retail ISTA-6 approved for shippin
Slide 30: AeroFlexx Leadership
30 Jim Traut VP, Finance and Accounting Jim brings with him extensive experience within finance and enterprise risk management environments. Before AeroFlexx, he co-founded and served as CEO of a cloud-based motion graphics video production start-up. Jim also worked for the H. J. Heinze Company for
Slide 31: Accelsius Overview
Accelsius Overview 31 Direct-to-Chip Cooling is in direct contact with heat source, compatible with existing and new installations AI Cooling AI is driving 14GW of additional power needs through 2030(2) – the market opportunity for Accelsius is huge, using two-phase direct-to-chip liquid cooling for
Slide 32: Accelsius Leadership
32 Richard Bonner, Ph.D. Chief Technology Officer Dr. Bonner has over 18 years of industrial experience as a heat transfer researcher and advanced thermal product developer. He is a recognized expert in two- phase cooling and thermal issues as they relate to the energy-water nexus. Josh Claman Chief
Slide 33: Refinity Company Description
33 Company Description Refinity Technology licensed from VTT Expected Differentiation from Incumbent Technologies Dow Dow will provide technical resources to support the engineering development and deployment of new waste-to-value processes and work with Refinity to identify preferred sites for futu
Slide 34: Refinity Executive Leadership
34 Refinity Executive Leadership Chief Executive Officer – Bill Grieco Grieco previously served as Innventure’s Chief Technology Officer and is an entrepreneur, innovator, and business leader who has spent the last 25 years leading R&D and commercialization organizations in the chemical, pharmaceuti
Slide 35: Innventure – Creating Companies to Transform Tomorrow
Innventure Creating Companies to Transform Tomorrow
Slide 36: Appendix
APPENDIX
Slide 37: DownSelect Quality Scoring
Advantage Look for a breakthrough solution with competitive advantages that we expect can be maintained over the long term to position the company for higher probability for success 37 DownSelect Quality Scoring Helps prioritize evaluation and development of opportunities by integrating information