CID HoldCo (DAIC) Investor presentation summary

Investment highlights

• AI-powered SaaS platform delivers asset intelligence and in-process visibility for public and private sectors, leveraging patented technology and strategic partnerships for scalable growth.

• Achieved $5.8M in FY2025 revenue, with record Q4 revenue of $4.5M and FY2026 guidance of $6.0–$7.5M; maintains a capital-efficient, capex-light model.

• Strategic partnerships with Würth and Wiliot expand distribution and technology capabilities, including a $175M deployment intent with Würth over five years.

• Gross margin for Q4 FY2025 reached 43.7%, with an experienced management team driving technical and operational execution.

Market opportunity

• Targets industrial logistics and asset management, with a $3.5T total addressable market and $32B serviceable available market.

• Applicable industries include entertainment, retail, manufacturing, logistics, mining, construction, transportation, food & beverage, healthcare, pharmaceuticals, agriculture, and government.

Product and technology

• Offers a suite of passive labels, SaaS, cloud software, industrial tags, mobile bridges, cameras, RFID readers, and gateways, with multiple patents granted and pending.

• Technology digitizes and tracks assets through a digital thread, enabling real-time optimization and actionable business insights.

• ZIM Bridge platform is a battery-powered, industrial-grade passive BLE reader supporting Wiliot tags, with 52 SKUs and multiple build options.

• AI implementations include machine learning, anomaly detection, bottleneck detection, and predictive forecasting for supply chain optimization.