Arrive AI (ARAI) Registration filing summary

Company overview and business model

• Specializes in autonomous last-mile logistics, connecting drones, robots, and people via a universal network of smart lockers and mini cross-docks powered by an AI-driven platform.

• Revenue streams include subscription services for Arrive Points, data monetization through AI/ML insights, and a marketplace platform for delivery scheduling and optimization.

• Differentiates through universal compatibility, end-to-end solutions, and early market validation with pilot programs in medical and pharmaceutical delivery.

• Holds a robust intellectual property portfolio with 10 granted US patents, multiple international patents, and several trademarks.

• Five-year plan targets deployment of 100,000 Arrive Points, with revenue split between Network-as-a-Service and marketplace/AI services.

Financial performance and metrics

• As of June 1, 2026, 51,859,347 shares of common stock are outstanding, with a market value of $44,901,742 held by non-affiliates.

• $7,514,662 of principal was converted into 14,127,956 shares of common stock since March 31, 2026, under a financing agreement.

• Share repurchase program of up to $10 million expired March 31, 2026.

• Audit reports for 2024 and 2025 contain going concern explanatory paragraphs.

Use of proceeds and capital allocation

• Net proceeds from securities sales will be used for general corporate purposes, including operations, product development, sales, marketing, capital expenditures, working capital, and potentially to repay outstanding indebtedness.

• Actual allocation will depend on offering size, timing, and operational needs.