Core Insights - MDB Capital Holdings, LLC will present at the LD Micro Main Event XIX on October 21st at 10:30 AM PT, marking a significant milestone as the 2,000th company to present at this event [1][3] Company Overview - MDB Capital Holdings, founded in 1997, focuses on launching "Big Ideas" through public venture capital, emphasizing community-driven financings for early-stage leaders in significant business and technology sectors [6][7] - The firm operates under the MDB Capital brand, which includes subsidiaries like MDB Capital, a venture-focused broker-dealer, and PatentVest, an integrated IP strategy and law firm [7] Event Details - The LD Micro Main Event XIX will take place from October 19th to 21st at the Hotel del Coronado in San Diego, California, featuring around 120 companies presenting in half-hour increments [4][5] - The event will include registration, keynote speakers, company presentations, one-on-one investor meetings, and a closing reception [4]

Core Insights - LD Micro has reached a significant milestone by presenting its 2,000th company, MDB Capital Holdings (MDBH), highlighting its commitment to the microcap investment community [1][2][3] Company Overview - MDB Capital Holdings, founded in 1997, focuses on launching "Big Ideas" through public venture capital, emphasizing community-driven financings for early-stage leaders in key business and technology sectors [4] - MDB Capital operates under the MDB Capital brand, which includes its venture-focused broker-dealer and the first integrated IP strategy and law firm, PatentVest [4] Industry Context - The number of U.S. public companies has decreased from approximately 8,000 to around 4,000 over the past two decades, underscoring the challenges faced in the microcap sector [3] - MDB Capital's participation at LD Micro signifies a potential shift in the market, suggesting that going public may be becoming a more favorable option for innovative companies seeking growth capital [3][4]

Core Insights - PatentVest has announced the collaboration of Dr. Sarah Cork as a Senior Patent Attorney, highlighting the firm's growth in the life sciences sector and its commitment to providing advanced intellectual property strategies for clients [1][5] Company Overview - PatentVest is a division of MDB Capital Holdings, focused on integrated IP intelligence, strategy, and legal services to assist companies in becoming technology leaders [6] - The firm utilizes a proprietary database and a proven diligence process to deliver actionable insights that protect innovation and support clients in achieving market leadership [6] Expertise of Dr. Sarah Cork - Dr. Cork has over a decade of experience in advising biotechnology, pharmaceutical, and medical device companies on complex intellectual property issues, with a Ph.D. in Neuroscience [2][4] - Her expertise includes recombinant technology, biologic and small-molecule drugs, immunotherapies, gene therapy, medical devices, and AI-enabled precision medicine, particularly in translational drug discovery [2][4] - Dr. Cork's legal practice encompasses patent litigation, prosecution, IP due diligence, and freedom-to-operate analyses, serving clients from startups to global enterprises [4] Impact on PatentVest - The addition of Dr. Cork is seen as a significant advantage for clients, enhancing PatentVest's capability to navigate complex IP challenges and regulatory pathways [5] - Her leadership roles in the intellectual property and life sciences communities further strengthen the firm's position as a trusted partner for life sciences companies [5]

Financial Data and Key Metrics Changes - The company reported no financings completed in Q2 2025, leading to limited revenue generation, primarily from Pat Invest as operations begin to scale [5][6] - Cash utilization for the first six months of 2025 was $3.4 million, with expectations to close financings in February 2025 to reduce or eliminate cash usage [7] Business Line Data and Key Metrics Changes - The company is focusing on incubating more companies to offset operating expenses with financing revenue, balancing equity generation and fee income [6][10] - The current product mix is expanding to include profitable early-stage companies with revenue momentum, which are highly valued in the current market [13][14] Market Data and Key Metrics Changes - The deep tech and life sciences sectors are experiencing investor hesitation, with the life sciences segment being particularly challenging [9][10] - The company recognizes a shift in investor interest towards public venture opportunities, moving away from traditional private equity and venture capital [19][30] Company Strategy and Development Direction - The company aims to expand its investor community to support the growing number of companies being brought to market, focusing on profitable companies with asymmetric return potential [11][12] - A significant opportunity is identified in the metabolic health sector, with the potential for substantial market growth driven by GLP-1 drugs [20][21] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the current challenging market environment but expresses confidence in the unique platform developed for public venture [7][8] - The company is preparing to spin off PatentVest as an independent public company, which is expected to create additional value for shareholders [50][84] Other Important Information - The company has filed a prospectus for a new beverage company, Buddha Juice, which is expected to create a new category in the market [15][18] - The partnership with Koretsu, one of the largest angel groups, aims to facilitate the launch of two to four deals per year, enhancing the company's reach in the angel investment community [31][35] Q&A Session Summary Question: Are there vulture opportunities in your core life science market? - Management indicates that tough market conditions can lead to better opportunities, with current valuations being reasonable for potential investments [62][64] Question: What's the plan to increase volume and liquidity for portfolio companies? - The focus is on having a clear narrative and adjusting business models to reflect the current market environment, with an emphasis on near-term inflection points [68][70] Question: What is the plan for the holding company's assets and potential distributions? - The company plans to distribute equity as much as possible, with a focus on timing distributions around positive news for portfolio companies [80][84]

Financial Data and Key Metrics Changes - The company reported no financings completed in Q2 2025, leading to limited revenue generation, primarily from Pat Invest as operations scale [5][6] - Cash utilization for the first six months of 2025 was $3.4 million, with expectations to close financings in February 2025 to reduce or eliminate cash usage [7] Business Line Data and Key Metrics Changes - The company is focusing on incubating more companies to offset operating expenses with financings, balancing equity generation and fee income [6] - The current revenue from launching more developed companies is intended to cover cash operations [6] Market Data and Key Metrics Changes - The company noted a significant investor hesitation towards deep tech and life science investments, which have been underperforming in the market [9][10] - There is a growing interest in profitable, early-stage companies with revenue momentum, which are highly valued in the current market [13] Company Strategy and Development Direction - The company aims to expand its product mix to include profitable companies with revenue momentum, moving beyond just life sciences [14] - A new prospectus was filed for a profitable beverage company, Buddha Juice, indicating a shift towards diverse investment opportunities [15][16] - The company is also focusing on metabolic health as a significant opportunity, particularly with GLP-1 drugs, which represent a large market potential [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the public venture model, highlighting a shift away from private equity and traditional venture capital [17][18] - The company is preparing to spin off PatentVest as an independent public company, which is expected to create additional value for shareholders [50][51] Other Important Information - The company is actively expanding its investor community and has formed a partnership with Koretsu, one of the largest angel groups, to facilitate more deals [31][36] - The emergence of AI is seen as a transformative factor in IP law, which the company is leveraging through its law firm, PatentVest [48][49] Q&A Session Summary Question: Are there vulture opportunities in your core life science market? - Management acknowledged that tough market conditions often lead to better opportunities, with current valuations being reasonable for potential investments [65][66] Question: What's the plan to increase volume and liquidity for portfolio companies? - The focus is on having a correct narrative and adjusting business models to reflect the current environment, with an emphasis on near-term inflection points [71][72] Question: What is the plan for the holding company's assets and potential distributions? - The company plans to distribute equity as much as possible, with a focus on timing distributions around positive news for portfolio companies [83][86]

Financial Data and Key Metrics Changes - The company reported no financings completed in Q2 2025, leading to limited revenue generation, primarily from Pat Invest [5] - Cash utilization for the first six months of 2025 was $3.4 million, with expectations to close financings in February 2025 to reduce or eliminate cash usage [7] Business Line Data and Key Metrics Changes - The company is focusing on incubating more companies to offset operating expenses with financings, aiming for a balance between equity generation and fee income [6] - The current revenue from launching more developed companies is intended to offset cash operations [6] Market Data and Key Metrics Changes - The company noted a significant investor hesitation towards deep tech life science investments, which has been a challenging segment in the market [9][10] - There is a growing interest in profitable, early-stage companies with revenue momentum, which are highly valued in the current market [13] Company Strategy and Development Direction - The company is expanding its product mix to include profitable companies with revenue momentum, aiming to attract a broader range of investors [14] - A new prospectus was filed for a profitable company in the beverage space, indicating a shift towards diverse investment opportunities beyond life sciences [15][16] - The company is focusing on metabolic health as a significant opportunity, particularly with the rise of GLP-1 drugs, which represent a massive market potential [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the public venture model, highlighting a shift away from private equity and traditional venture capital [17][18] - The company is preparing to spin off PatentVest as an independent public company, which is expected to create additional value for shareholders [50][51] Other Important Information - The company is actively engaging with family offices and RIAs to expand its investor community and explore new investment models [26][30] - A partnership with Koretsu, one of the largest angel groups, was announced to help syndicate investments in public ventures [31][34] Q&A Session Summary Question: Are there vulture opportunities in your core life science market? - Management acknowledged that tough markets often present better opportunities, noting that current valuations are reasonable and there are asymmetric upsides available in life sciences [65][66][67] Question: What's the plan to increase volume and liquidity for portfolio companies? - Management emphasized the importance of having a correct narrative and focusing on near-term inflection points to attract investor interest and increase volume [71][72][73] Question: What is the plan for the holding company's assets and potential distributions? - Management indicated a desire to distribute equity as much as possible, with plans to spin out PatentVest and potentially distribute shares of ExoZyme when market conditions are favorable [83][84][86]

Financial Performance and Strategy - MDB's goal is to offset operating expenses with financings, viewing equity in financed companies as upside for shareholders[8] - Net cash use in operational activities was approximately $3.4 million for the first half of 2025[8] - MDB expects to close financings in the second half of 2025 to reduce or eliminate cash usage[8] Market Opportunity and Product Mix - Investors are currently hesitant toward deep tech life science investments[11] - MDB is expanding its product mix to include profitable, growing early-stage companies with asymmetrical return potential and public market liquidity[12, 16] - The company's next IPO is Buda Juice, a profitable and rapidly growing private fresh juice company in an $8.7 billion market[17] - MDB believes the public market is shifting away from private equity and traditional venture capital toward public venture[18] Metabolic Health and Potential - Obesity and diabetes therapies are expected to be a market worth hundreds of billions of revenue[21] - The number of adults with Type 2 diabetes (T2D) is projected to reach 784 million by 2045[21] Investor Community and Distribution - MDB is expanding its investor community with angel groups and RIAs[24] - Keiretsu Forum MST partnership drives a new IPO Angels platform, facilitating over $39 million in direct member investments over the past three years[25, 27] PatentVest Spin-Out - MDB is planning to spin-out PatentVest as its own public company in 2026[31]

Core Insights - MDB Capital Holdings, LLC is focused on launching category-leading "Big Idea" companies in public markets, aiming to provide investors with new opportunities as traditional venture and private equity markets undergo restructuring [3][5]. Operational Highlights - For the second quarter of 2025, MDB Capital has launched a private offering for Paulex Bio, which is developing a medication targeting the root cause of diabetes [8]. - The company announced its next IPO and filed an S-1 for Buda Juice, which is innovating in the fresh juice category with its UltraFresh™ cold-crafted juices [8]. - MDB Capital has deepened its pipeline of early-stage, disruptive companies that have the potential to become leaders in new categories [8]. - A strategic partnership with Keiretsu Forum MST was announced to drive IPO Angels, expanding MDB's investor community [8]. - The company is broadening relationships with Registered Investment Advisors (RIAs) to attract new investors with large equity portfolios seeking venture exposure [8]. - Plans to spin out PatentVest, an IP law firm, as an independent public company in 2026 were also announced, aiming to leverage this unique asset for value creation [8].

Core Insights - IPO Angels, LLC has launched a new model in early-stage investing through a partnership with MDB Capital Holdings, LLC, connecting vetted early-stage companies with accredited investors and a proven IPO process [1][2] Group 1: Investment Model - IPO Angels is the first platform to combine the diligence and investor network of Keiretsu Forum's K4-MST regions with MDB Capital's public venture track record, providing accredited investors access to high-quality deal flow and a predictable path from Series A funding to IPO within 12 to 18 months [2][4] - The structured rights offering allows investors to maintain pro-rata ownership from Series A through later funding rounds and IPO, with potential liquidity within 90-180 days post-public offering [3][10] Group 2: Performance Metrics - Keiretsu Forum MST has presented over 250 vetted companies in the past three years, facilitating more than $39 million in direct member investments, with a high conversion rate from presentation to funding [4] - MDB Capital has successfully launched 17 "Big Idea" companies to IPO with a 100% public listing success rate, where approximately 60% achieved valuations of $500 million and 25% reached billion-dollar valuations [5][11] Group 3: Strategic Advantages - MDB Capital's integrated capabilities include a venture-focused broker dealer and a technology screening process, ensuring selected companies have the potential to become category leaders [6][11] - The partnership aims to deliver exceptional companies to public markets more efficiently, providing liquidity for investors and enabling founders to access capital and strategy for faster public offerings [7][10] Group 4: Membership and Access - Membership in IPO Angels is by invitation for accredited investors, offering access to curated Series A opportunities, educational programming, and investor events aligned with Keiretsu Forum MST's standards [8][9] - Members benefit from disciplined deal selection, structured investor rights, and predictable liquidity timelines, enhancing their investment experience [10][12]

Core Insights - PatentVest, Inc. has formed a strategic partnership with Docana, Inc. to enhance innovation through the integration of intellectual property frameworks and artificial intelligence [1][2] - The partnership will allow PatentVest to provide legal and IP consulting services to Docana, while Docana will grant PatentVest access to its AI platform for document analysis and decision-making [2][4] Group 1: Partnership Details - PatentVest will support the growth and protection of Docana's technology portfolio through strategic legal and IP consulting [2] - Docana's AI platform will improve PatentVest's internal knowledge workflows, showcasing the transformative potential of AI in IP strategy services [4][5] Group 2: Company Profiles - PatentVest is a division of MDB Capital Holdings, specializing in integrated IP intelligence, strategy, and legal services to help companies become technology leaders [5] - Docana is a deep tech company that utilizes proprietary AI to automate enterprise document intelligence, enhancing decision-making in data-intensive environments [6]