Adilas Investor Packet - V4 Lean Executive Draft Investment & Commercialization Overview - September 2026 /////////////////////////////////// PAGE 1 - ADILAS TODAY A working business. A deep platform. An opportunity to grow. For more than two decades, Adilas has developed an interconnected business platform connecting operations, transactions, data, and accounting. SALES - CRM - INVENTORY - E-COMMERCE TIME & PAYROLL - ACCOUNTING - REPORTING - APIs ONE INTERCONNECTED PLATFORM Rather than operating as isolated applications, these business functions share data and relationships within one system. Established - Operating as Adilas since 2008. Development roots to 2001. Working - Paying customers, recurring revenue, established infrastructure. Broad - Business operations, accounting, workflows, integrations, APIs, automation, and AI. Adaptable - Configurable for different businesses, industries, and opportunities. THE NEXT STAGE For years, Adilas focused on: Can we build what the business needs? Increasingly, the question is: How do we make what we've built easier to understand, use, sell, and scale? UNDERSTAND - USE - SELL - SCALE /////////////////////////////////// PAGE 2 - FINANCIAL HISTORY & CURRENT POSITION An established business with a long operating history. $10.8M+ Historical Sales 43K+ Invoices ~860 Customers Served $50K–$65K Monthly Recurring Revenue REVENUE HISTORY - 2008–2025 [Annual revenue chart] ~$17K in 2008 - ~$1.2M peak in 2021 Recent years included restructuring, changing customer relationships, constrained capacity, and a greater emphasis on stabilizing and strengthening the business. 2026 YTD - THROUGH AUGUST 31 Revenue Gross Profit Expenses Net Profit ~$500K ~$490K ~$420K ~$70K 18+ Years Operating - 25+ Years Development - Long-Term Customers STABLE - PROFITABLE - REBUILDING /////////////////////////////////// PAGE 3 - THE OPPORTUNITY & BOTTLENECK The product has grown. Now the organization needs to catch up. A small, flexible team built a product much broader than the size of the organization might suggest. THE PRIMARY CONSTRAINT IS CAPACITY AND FOCUS. The same people building the future are often supporting the present. OPPORTUNITY - DEVELOPMENT - MOMENTUM - RESOURCE CONSTRAINT - PROJECT SWITCHING - DELAYED COMPLETION ↺ This is the cycle capitalization is intended to break. FOUR AREAS OF FOCUS GROWTH Sales - Marketing - Partnerships RETENTION & EDUCATION Customers - Onboarding - Knowledge PRODUCT DEVELOPMENT Product - Development - UI/UX - Infrastructure ADMIN & FINANCE People - Planning - Budgets - Finance RIGHT PEOPLE - RIGHT ROLES - RESOURCES - FOCUSED EXECUTION /////////////////////////////////// PAGE 4 - CAPITALIZATION & COMMERCIALIZATION PLAN Build the organization around the platform. $2M+ MINIMUM CAPITALIZATION Approximately $2 million represents Adilas' current minimum capitalization threshold for deliberately beginning the next stage. Don't simply fund projects. Build a repeatable commercialization engine. BUILD THE COMPANY People - Ownership - Knowledge - Stability BUILD THE PRODUCT Capacity - Development - Modernization - Execution BUILD THE MARKET Sales - Packaging - Partnerships - Customers COMPANY + PRODUCT + MARKET GROW TOGETHER 24-MONTH TRANSITION 1–6 - STABILIZE Protect capacity and establish ownership. 7–12 - BUILD Add capacity and strengthen execution. 13–18 - COMMERCIALIZE Move selected opportunities to market. 19–24 - TRANSITION Expand what works and adjust what doesn't. CAPITAL WITH A JOB PEOPLE - PRODUCT - GROWTH - CUSTOMERS - OPPORTUNITIES - RESERVE START - STOP - CONTINUE - EXPAND - HOLD /////////////////////////////////// PAGE 5 - WHAT THE CAPITAL CHANGES From constrained capacity to repeatable commercialization. TODAY WITH CAPITAL NEXT STAGE Many roles Dependable capacity Clear ownership Concentrated knowledge Document & distribute Reduced dependency Interrupted development Protected capacity Consistent execution Referral-driven sales Growth process Repeatable Growth Natural retention Customer success Intentional Retention Competing opportunities Prioritize & finish Reach the market Reactive funding Budgets & runway Proactive decisions WHAT WE EXPECT OWNERSHIP - EXECUTION - GROWTH - RETENTION - COMMERCIALIZATION - SUSTAINABILITY CHOOSE - BUILD - PACKAGE - TEACH - SELL - IMPLEMENT - SUPPORT - LEARN Capital should reduce-not increase-dependence on pivotal contributors. The goal is not to finish Adilas in 24 months. The goal is to build an organization that can keep finishing things. /////////////////////////////////// PAGE 6 - THE INVESTMENT ASK Capitalize the next stage of Adilas. $2 MILLION INVESTMENT 20% OWNERSHIP $10 MILLION COMPANY VALUATION WHAT THE CAPITAL SUPPORTS PEOPLE - PRODUCT - GROWTH CUSTOMERS - OPPORTUNITIES - STABILITY WHY ADILAS? Established Business - Recurring Revenue - 20+ Years Development - $10.8M+ Historical Sales - Long-Term Customers - Broad Interconnected Platform $2 million is the current minimum capitalization target. $10 million is the company valuation Adilas is using as the starting point for this initial commercialization round. Larger capitalization or alternative structures may be considered where there is a strong fit. RIGHT CAPITAL. RIGHT RELATIONSHIP. SHARED OPPORTUNITY. /////////////////////////////////// PAGE 7 - THE DEEPER OPPORTUNITY One platform. Many ways to create value. Adilas connects capabilities often sold as separate software systems within one underlying platform. The same platform can support many different commercial products and experiences. ADILAS PLATFORM - EXISTING CAPABILITY - COMMERCIALIZATION - INDUSTRIES - PARTNERSHIPS - ENTERPRISE PRODUCTS - AI / APIs - ECOSYSTEM - CUSTOMER VALUE - RECURRING REVENUE INDUSTRY SOLUTIONS - WHITE LABELS - ENTERPRISE INTEGRATIONS - AI & AUTOMATION - NEXT-GENERATION PRODUCTS EDUCATION - SERVICES - ECOSYSTEM The breadth of opportunity does not mean Adilas should pursue everything at once. CAPITAL CREATES CHOICES. DISCIPLINE DETERMINES WHICH CHOICES WE PURSUE. INVEST IN ADILAS - The company. INVEST WITH ADILAS - A commercial opportunity. STRATEGIC COMBINATION - Both. We want to find the right people, capital, and relationships for the right opportunities. YOU DREAM IT UP. WE'LL HELP YOU WIRE IT UP.