ConnectM Technology Solutions Inc. · OTC:CNTM
ConnectM Technology Solutions — Investor Presentation (February 2025)
22 slides from ConnectM Technology Solutions's investor presentation, February 2025
Slide 1: Accelerating the Transition to an All-Electric Future
Accelerating the Transition to an All-Electric Future Nasdaq: CNTM February 2025
Slide 2: Who Are We?
Accelerating the Transition to an All-Electric Future Who Are We? Inspired by the Berkshire Hathaway model o Buy and hold great businesses o Value Investing o Hands-off ownership o Diversification Like Constellation Software (“Berkshire for Vertical Market SaaS”), we apply an electrification theme C
Slide 3: CNTM Fact Sheet
Accelerating the Transition to an All-Electric Future CNTM Fact Sheet Year Founded: 2019 Headquarters: Marlborough, MA Employee Count: 220 Q4 ‘25 IPO via de-SPAC: July 15, 2024 Shares outstanding: 33M Free float: 13.8M 65% held by management and top 5 institutional holders 3
Slide 4: Our Team
Accelerating the Transition to an All-Electric Future Our Team 4
Slide 5: CNTM Business Overview
Accelerating the Transition to an All-Electric Future CNTM Business Overview Energy Intelligence Network Building Electrification Transportation & Logistics Financial Highlights 5
Slide 6: Energy Intelligence Network
Energy Intelligence Network
Slide 7: ConnectM's B2B Energy Intelligence platform (EIN) will enable new high margin products and services
Accelerating the Transition to an All-Electric Future ConnectM's B2B Energy Intelligence platform (EIN) will enable new high margin products and services EIN Flywheel More • 120K+ electrified assets today Data • 30GB of data collected daily • Remote asset management Increased Adoption Better AI • Ed
Slide 8: Building Electrification
Building Electrification
Slide 9: Business Model
Accelerating the Transition to an All-Electric Future Business Model Managed Service Agreements (MSA) => B2B2C 31 Service Provider customers 60-90% revenue recognition via MSA Comprehensive digital platform: procurement, marketing, cross-selling, customer acquisition, etc. 9
Slide 10: MSA Offering via Digital Playbook
Accelerating the Transition to an All-Electric Future MSA Offering via Digital Playbook Working Capital Marketing/Advertising Product Discounts Administrative Support Liquidity for uninterrupted Deploy marketing playbook 25%+ COGS savings via Back-office tasks like payroll, operations and enhanced a
Slide 11: Heat pumps present a $2+ trillion opportunity
Accelerating the Transition to an All-Electric Future Heat pumps present a $2+ trillion opportunity (as large as the EV market!)... and this movement is still in its infancy Reduction in Fossil Fuel Displaced Fossil Fuels Use Tremendous market opportunity => 132M U.S. households and 10M commercial R
Slide 12: AI Powered Heat Pump
Accelerating the Transition to an All-Electric Future AI Powered Heat Pump White labeled Connectivity Software Platform hardware Module Our connectivity module enables ConnectM's proprietary software—facilitating proactive monitoring and unlocking recurring revenue for our service provider customers
Slide 13: Cross-Selling Platform
Accelerating the Transition to an All-Electric Future Cross-Selling Platform Comprehensive digital platform for service providers to upsell solar and battery projects 20% solar & battery attachment rate Upselling a job from $15K to $100K while CAC remains steady (5X AOV) 13
Slide 14: Transportation & Logistics
Transportation & Logistics =
Slide 15: Focus Areas
Accelerating the Transition to an All-Electric Future Focus Areas Last-Mile Delivery EV Solutions Hardware (SaaS hook) Pure software solution in a $165B+ market Software (Saas platform) Uber + FedEx Micro-mobility + e-Buses functionality Paid upfront for HW + - 5-10% Transaction Fee SaaS subscriptio
Slide 16: EV Solutions Platform
Accelerating the Transition to an All-Electric Future EV Solutions Platform 16
Slide 17: Premier OEM Partners
Accelerating the Transition to an All-Electric Future Premier OEM Partners 6 OEM logos added in 2024 and expecting even stronger growth in 2025 17
Slide 18: Financial Highlights
Accelerating the Transition to an All-Electric Future Financial Highlights Steady revenue Targeting 40% growth for 20 operating margin consecutive quarters and positive EBITDA by FY2025 Q4 ‘25 Targeting cash 30%+ ROIC internal flow breakeven in hurdle 2025 Reduced 700K+ shares shareholder deficit pu
Slide 19: Thank you!
Nasdaq: CNTM Thank you! [email protected]
Slide 20: Market Landscape
Appendix A Accelerating the Transition to an All-Electric Future Market Landscape Tech-focused Pure Players Diversified Approach 20 Legacy Players
Slide 21: CNTM 2024 Impact Scorecard
Appendix B Accelerating the Transition to an All-Electric Future CNTM 2024 Impact Scorecard 95.5 GWh of 73,506 Metric Tons of 6.7M gallons of fossil electrification Co2 Displaced fuels displaced Power 35,000 homes for a year Amount 3.4M trees can absorb Same as driving around the per year world roug
Slide 22: Operational Progress Since Public Debut on July 15, 2024
Appendix C Accelerating the Transition to an All-Electric Future Operational Progress Since Public Debut on July 15, 2024 New Products and Services Network Growth Launched AI-powered heat pump for residential and light commercial use. EIN Platform subscriptions increased to 11,000+ in 2024 from 5,50
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