As filed with the Securities and Exchange Commission on July 30, 2025. Registration Statement No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Rezolve AI plc (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) 21 Sackville Street London, W1S 3DN United Kingdom (+44 204 625 9700) (Address, in ...

Core Insights - DocuSign (DOCU) and Spotify (SPOT) are digital leaders with scalable, subscription-based business models and large global user bases [1][2] - Both companies utilize cloud technology and data-driven personalization to enhance user experience and engagement [2] DocuSign (DOCU) Insights - DocuSign is enhancing its Intelligent Agreement Management (IAM) platform, integrating with Microsoft and Salesforce to optimize agreement workflows [3][4] - The IAM platform positions DocuSign as a comprehensive digital agreement hub, facilitating seamless contract management within familiar enterprise tools [5] - In Q1 FY26, DocuSign reported $764 million in total revenues, an 8% year-over-year increase, with $746 million from subscriptions, indicating strong SaaS model stability [6] - The company achieved a net revenue retention rate of 101%, suggesting increased customer spending, despite a 4% slowdown in billings growth [6] - DocuSign generated $228 million in free cash flow in Q1, reflecting a 30% margin, and expanded its share buyback program, indicating a focus on shareholder returns [7] - The forward 12-month P/E ratio for DocuSign is 21.83X, significantly lower than its median of 64.82X, suggesting it is attractively valued [20] Spotify (SPOT) Insights - Spotify has introduced innovative features like AI DJ and AI Playlist tools, leading to a 16.9% increase in monthly active users (MAUs) in Q4 2023 and a further 10% rise by the end of Q1 2024 [8][9] - The platform's average revenue per user increased by 4% year-over-year, indicating improved monetization through value-added features [10] - Spotify's partnership with ElevenLabs to offer AI-narrated audiobooks expands its content offerings and strengthens its position as a comprehensive audio platform [11] - The Zacks Consensus Estimate for Spotify indicates a 21% year-over-year sales growth and a 51% increase in EPS for 2025 [17] - Spotify has a higher forward P/E of 54.06X, slightly below its median of 54.07X, indicating a premium valuation compared to its growth prospects [20] Comparative Analysis - DocuSign is highlighted as having stronger fundamentals, deeper enterprise integration, and predictable growth with 98% of revenues from subscriptions [21] - While Spotify shows impressive user growth, DocuSign's profitability and capital discipline make it a more compelling long-term value play [21]

Core Insights - Yunxuetang (YXT) opened with a 10.64% increase, reaching $0.888 per share, with a total market capitalization of $53.37 million as of July 30 [1] - The company's total revenue for the year ending December 31, 2024, is projected to be 331 million RMB, reflecting a year-on-year decrease of 21.89% [1] - The net profit attributable to the parent company is expected to be -91.75 million RMB, showing a year-on-year increase of 58.38% [1] Company Overview - Yunxuetang Group Holdings Limited was established in January 2017 under Cayman Islands law and was previously known as Unicent Century Group Holding Limited [1] - The company rebranded to Yunxuetang Group Holdings Limited in June 2021 [1] - The group operates through its subsidiaries, variable interest entities (VIEs), and VIE subsidiaries, focusing on a SaaS model that integrates software and content to assist clients in digital transformation for corporate learning [1] - The primary business and market of the group are located in the People's Republic of China [1]

Core Insights - EverCommerce Inc. has successfully repriced and extended the maturities of its existing Term Loan B and Revolving Credit Facilities, enhancing its capital structure and financial flexibility [1][2] Financial Details - The company refinanced its $529.4 million term loan facility with a new class of Term B-2 Loans, extending the maturity by 3 years to July 6, 2031, and reducing the interest rate by 25 basis points to SOFR plus 2.25% [1] - The maturity date for $125 million of commitments under the existing revolver was extended to July 29, 2030, with a similar interest rate reduction of 25 basis points to SOFR plus 2.00% [1] - The expected annual cash interest expense is projected to decrease by approximately $1.3 million due to these changes [2] Company Overview - EverCommerce is a leading service commerce platform that provides integrated SaaS solutions to over 725,000 global service-based businesses, focusing on growth acceleration, operational streamlining, and customer retention [3] - The company operates under brands such as EverPro, EverHealth, and EverWell, specializing in Home, Health, and Wellness service industries [3]

Q2 2025 Financial Performance - SaaS revenue increased to $115.005 million, a 47.8% year-over-year increase compared to $77.794 million in Q2 2024[37] - Marketing Services revenue decreased to $95.465 million, a 34.7% year-over-year decrease compared to $146.290 million in Q2 2024[37] - Consolidated revenue decreased to $210.470 million, a 6.1% year-over-year decrease compared to $224.084 million in Q2 2024[37] - Net income increased to $13.931 million, compared to $5.548 million in Q2 2024[37] - Total company billings decreased to $191.8 million, a 6% year-over-year decrease[55] Profitability Metrics - SaaS Adjusted EBITDA increased to $23.393 million with a margin of 20.3%[37] - Marketing Services Adjusted EBITDA was $27.839 million with a margin of 29.2%[37] - Consolidated Adjusted EBITDA was $51.232 million with a margin of 24.3%[37] SaaS Business Highlights - SaaS Adjusted Gross Margin increased to 74.0%, a 430 bps year-over-year increase[38] - Seasoned Net Revenue Retention (NRR) increased to 103%, a 900 bps year-over-year increase[38] - SaaS ARPU (Average Revenue Per Unit) reached $352[38] FY 2025 Outlook - The company expects FY 2025 SaaS revenue to increase by 34% to 35%, reaching $460.0 to $465.0 million[59] - The company expects FY 2025 Marketing Services revenue to decline by approximately 32% to 33%, landing between $323.0 to $325.0 million[59]

Core Viewpoint - Bleichmar Fonti & Auld LLP is investigating Olo Inc. and its leadership for potential breaches of fiduciary duties related to the company's pending acquisition by Thoma Bravo at a price of $10.25 per share, which values Olo at approximately $2 billion in equity [1][3][4]. Group 1: Company Overview - Olo Inc. operates as an open SaaS platform for restaurants, facilitating digital commerce operations including ordering, delivery, engagement, and payments [3]. - Olo's stock is divided into Class A and Class B shares, with Class B shares providing ten votes per share compared to one vote for Class A shares. As of December 31, 2024, directors and executive officers collectively owned approximately 82% of the voting power of Olo's outstanding capital stock [3]. Group 2: Acquisition Details - On July 3, 2025, Olo announced a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction, with shareholders set to receive $10.25 per share [3]. - The purchase price represents a 65% premium over Olo's unaffected share price of $6.20 as of April 30, 2025 [3]. Group 3: Legal Investigation - The investigation by BFA Law focuses on whether Olo's board of directors, executive officers, and CEO Noah H. Glass breached their fiduciary duties in connection with the merger [4]. - Current shareholders of Olo are encouraged to seek additional information regarding their legal options related to the merger [2][5]. Group 4: Law Firm Background - Bleichmar Fonti & Auld LLP is recognized as a leading international law firm specializing in securities class actions and shareholder litigation, with notable recoveries in past cases [6].

Summary of the Conference Call for 麦富时 Company Overview - 麦富时 operates in the SaaS and precision marketing services industry, with a current market capitalization of 15.4 billion HKD [2][4] - The company’s revenue structure consists of approximately 54% from SaaS and 46% from precision marketing services [6][15] Key Points and Arguments Revenue Growth Expectations - 麦富时 anticipates over 50% revenue growth in 2025, reaching approximately 2.3 to 2.4 billion CNY, driven by the introduction of AI modules and the launch of smart integrated machines [3][4] - The smart integrated machines are expected to contribute an additional 250 to 300 million CNY in revenue [3] Valuation Metrics - The current PS (Price to Sales) ratio is approximately 4.4x for 2026, with a PSG (Price to Sales Growth) of 0.1x [4] - The SaaS business has a PS ratio of about 8x, indicating a better value proposition compared to peers [4][18] Business Model and Product Offerings - The SaaS segment includes "真客" for large clients and "T 云" for SMEs, covering over 200,000 enterprises [2][6] - Precision marketing services have a lower gross margin of around 10% and include online advertising solutions [6] Competitive Advantages in AI SaaS - 麦富时 has established three competitive barriers: technology, ecosystem, and service [7][8] - The t force marketing model is specifically trained for marketing scenarios, enhancing customer engagement and reducing costs [8][9] Financial Performance and Future Outlook - From 2021 to 2024, total revenue grew from 880 million CNY to 1.56 billion CNY, with a stable CAGR [15] - Despite a slight decline in 2023 due to macroeconomic headwinds, the company expects a recovery with a projected 26.5% growth for the year [15][16] Profitability and Margin Improvement - 麦富时 achieved profitability in 2024, with expectations for net margins to improve to 6-7% in the coming years [16] - The shift in focus towards AI and SaaS is expected to enhance overall gross margins as the contribution from lower-margin precision marketing decreases [16] Market Positioning and Comparison with Competitors - 麦富时's products are positioned against international giants like Salesforce and Hubspot, with a focus on local market needs [10] - The company plans to expand into emerging markets in Southeast Asia, the Middle East, and Latin America, leveraging its cost-effective solutions [10] Valuation Considerations - Different valuation methods are suggested for various business segments, with the AI SaaS part expected to grow over 45% and warrant a PS of around 10x [17] - The precision marketing and smart integrated machine segments are suggested to be valued at PE ratios of 20x and 25x, respectively [17] Future Development in AI - 麦富时 is expected to benefit from advancements in AI technology and market expansion, with a potential for significant growth as the industry matures [21][22] - The company is recommended for continuous monitoring due to its promising position in the AI application sector [22] Additional Important Insights - The introduction of AI products has led to a 54.6% increase in monthly revenue per SaaS user by 2024 [8] - The smart integrated machine is designed for government and enterprise markets, enhancing operational efficiency significantly [9]

Core Insights - Workday Inc. (NASDAQ: WDAY) is one of the few technology companies still trading near its pre-pandemic levels, contrasting with many tech innovators that have significantly increased in value due to the AI hypergrowth wave and SaaS market expansion [1] Company Overview - Workday Inc. is positioned uniquely in the tech sector, maintaining stability in its stock price compared to peers that have experienced substantial gains [1]

Core Viewpoint - Bleichmar Fonti & Auld LLP is investigating Olo Inc. and its leadership for potential breaches of fiduciary duties related to the company's pending acquisition by Thoma Bravo at a price of $10.25 per share [1][4]. Group 1: Company Overview - Olo Inc. operates as an open SaaS platform for restaurants, facilitating digital commerce operations including ordering, delivery, engagement, and payments [3]. - The company's stock is divided into Class A and Class B shares, with Class B shares having ten votes per share compared to one vote for Class A shares [3]. - As of December 31, 2024, directors and executive officers collectively owned approximately 82% of the voting power of Olo's outstanding capital stock [3]. Group 2: Acquisition Details - On July 3, 2025, Olo announced a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction valued at approximately $2 billion in equity [3]. - Shareholders will receive $10.25 per share, representing a 65% premium over Olo's unaffected share price of $6.20 as of April 30, 2025 [3]. Group 3: Legal Investigation - The investigation by BFA Law focuses on whether Olo's board, executive officers, and CEO Noah H. Glass breached their fiduciary duties in connection with the merger [4]. - Current shareholders of Olo are encouraged to seek additional information regarding their legal options [2][5]. Group 4: Law Firm Background - Bleichmar Fonti & Auld LLP is recognized as a leading international law firm specializing in securities class actions and shareholder litigation [6]. - The firm has achieved notable recoveries in past cases, including over $900 million from Tesla's Board of Directors and $420 million from Teva Pharmaceutical Industries [6].

Company Research - The company, Mai Fushi, leverages a full-chain product matrix and high customer stickiness to maintain a market advantage [3] - The commercialization of AI Agent is expected to unlock a second growth engine for the company, with the intelligent all-in-one machine precisely targeting government scenarios [3] - The focus on the AI Agent strategy is anticipated to provide significant revenue increments for the company [3] Industry Insights - The report highlights the importance of understanding market dynamics and trends, emphasizing the need for valuable insights in investment decisions [2] - The weekly report aims to clarify investment opportunities across various sectors, helping investors navigate complex market conditions [2]