Datavault AI Inc. (DVLT)
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LD Micro Main Event XIX Investor Conference

Oct 21, 2025

Nathaniel Bradley
CEO, Datavault AI

I am really honored to be here. Thank you to our hosts, The Money Channel, for putting on this big event. We're really pleased to be here with an opportunity to show you Datavault AI . In terms of our company, it's quite simple. We turn data to cash. We do what Bloomberg has done in this country for several decades now. We are analogous to YouTube to his basic cable. He had the Bloomberg terminal analogous to basic cable. We are YouTube. We have a software platform that pops up inside companies, allows them to organize and understand data from its birth, from the moment it is created. We have created a system in partnership with IBM that allows us to do two things: use agents to score and value data. We first score data. We built an agent. It's called DataScore.

DataScore is a trademark term that our company owns. More importantly, we own an underlying patent portfolio around scoring data. We did what Bloomberg did with the actuarial and other staff. We monetized an agent that allows us to score data based on its PII, personally identifiable information. You start talking about data, people immediately think privacy. Privacy is our hood ornament. It is at the very forefront of what we're doing, cybersecurity. The name Datavault, the vault part of it, is cybersecurity. The monetization engine that starts with scoring allows you to understand data assets, lets you understand what you own, what you control, how you use data within your own organization. You may never want to sell it because it's your actionable intelligence. You may need a system to share it with your colleagues so that they can experience it and see it in a new way.

You may use data in a new way in your company. As a CEO, I have a plant in my office. It's artificial. Based on its height, in the view of it, I'm able to tell if you're telling the truth or not. I have a visual indicator in my office that tells me if someone's lying to me or not, and it's in the form of a holographic tree. Experiencing data and seeing data in real time and having things in the real world that indicate the provenance or the value of data, we built a system that uses DataScore and then a new agent called DataValue. This is fiat.

This is the ability to understand data in the terms of dollars, to walk by a server and understand how much data is on it, to look at the cloud and know how much you put up there and what it's worth. OK? When staff leaves your office and they all have their beautiful smartphones that cost them $1,200 now, more than a PC that sat on your desktop, and they walk out of your office with $200,000 of data on their phone because they got emails of a big deal all day long, insider information, proprietary information, project, product, technology, patents, everything that you just email here and there, that it automatically gets copied to three email accounts and is on four different devices, and everybody's walking around.

The idea that cybersecurity is paramount and that we look at these data assets, we don't even understand how much their value is. You're talking about moving divisions, shutting down clouds, moving content. You have no idea how much value you're shifting around your company, how much value is walking out the door, how much liability you have. DataValue, DataScore. We did what Zillow did to real estate. We did it to data. You can fly over your content, fly over your office, and see the aggregate data estate. The ultimate piece of this is an information data exchange, an exchange where you turn data to cash, checking, savings, data, a new banking account. The way to shift data from a cost center to now a thriving cost center with respect to cybersecurity. If you're not cybersecure, you're leaking. I don't want to work with you.

You don't have control of your supply. I don't want to work with you. If you are not leaking, we can talk. Cybersecurity is number one. Once you secure the asset, I want to value it and score it. Do you own it? Do you have rights to it? Could you sell it? Red light, green light, yellow light. OK? I want to look at the data assets that I have and have green light data that's non-controversial, non-competitive, and salable, can move from data to cash. If you move data to cash across all the balance sheets of all traded companies, of all private companies, you're in the multi-trillions with respect to this intellectual property. We have 20-year monopoly. We have patents galore. We have patents that we focused on this area and patented it up. We own the right. Patents are the right to exclude others.

We gave our inventions to the United States and international governments in exchange for a monopoly, a legal monopoly, where we are able to exclude others from doing what we do under the period of our patent control. We are in a very exciting period, in the very first inning of that. We're helping people like IBM understand the value of their data. We built an index, the power of the librarian, the ability to see data in a new form. I never take your data. I never move your data. I never ask you to warehouse your data. Datavault AI never touches your data. I don't want your liabilities. I don't want the burden of your data. I want to give you a Web3 access to a system like sand that all it does, like a Dewey decimal system, it makes for understandable data.

I know what my data estate contains, where it resides, how I can make copies of it, and how I can vend it like a vending machine from my company. We built a software vending machine that vends data. We are like eBay. We never touch your data. You go direct, buyer to seller. We are at the top. We tell you how much it's worth, suggested retail price. If you're a McDonald's corporation in quick-serve restaurants and you say, "I'm McDonald's," I see your suggested retail price and I raise you McDonald's premium. When you have sovereign data that you control and own and brand, you can put your brand on it. We can tell you how much it's worth. We can tell you if you own it or not.

If you own it and there's no PII and you're compliant with all the laws of the world, we'll let you sell it on the NASDAQ. We are the only company that works with the NASDAQ. Outside of stocks and bonds, we tokenize everything else, everything else. We're able to move that to token and clear it on the NASDAQ. We have Fiserv in the middle, clear on the front, IBM in the middle. It is all multi-billion dollar technology stack led by our multi-billion dollar patent portfolio. Huge partnerships, big things. This Verify U is like popcorn in the lobby. We're able to sell popcorn in the lobby. Very simple use of a blockchain. Do you have a college degree? Where is it from? What is your capability because of that education? Show me a coin. Play me a tone. Let me Verify U.

We built Verify U, which is a popcorn in the lobby. It's the very beginning. It's the revenue that just dripped down, the low-hanging fruit. I've been at the University of Taiwan, University of Korea, University of Korea Aerospace, Harvard, Dartmouth, Stanford, U of A, ASU, Alabama. All these universities have fraud, people that lie, that said they went there. A congressman recently let out of jail that said he went to Harvard. He did not. The shame in that was all the Princeton guys were saying, "Look at this idiot. He went to Harvard." It hurt Harvard's brand because they were looking across the desk at someone that said they went to Harvard and he didn't understand that Beijing was an important city in this world. He didn't know anything about it. If you go to Harvard, you tend to know these things.

It hurts their brand when you lie about going there and you get to represent 1.2 million Americans and you lied about your education. You belong in jail for that. Harvard got hurt by that. No one paid Harvard a dime for that. The idea that Verify U fixed the problem, very simple problem. Do you have a degree? Did you earn it? Harvard issued you a credential. We give you the coin that proves it. We put a sonic tone in there so you can play it and prove that you went to Harvard. There's popcorn in the lobby, low-hanging fruit, the use of blockchain and AI to prove your credential flat out. It's a big business. It's a multi-billion dollar business. We split money with schools. We make money for schools.

We come in not hat in hand, but with huge technology that protects their brand, reduces their costs, and makes them money. It's a slam dunk sale. I don't have enough rubber on my shoes to hit all of the schools and sell it myself. I do want all the commission, so I might. The idea that we have a tool that solves major American problems. We're building an NIL exchange, a million dollars a day in NIL. Parents acting like they're Jerry Maguire, universities acting like they're Jerry Jones. It's a mess. Lawsuits, kids walking off the field, parents unhappy. There is a bunch of problems that the blockchain simply solves. Inaudible tones is a sonic layer. It's using sound around us like bats would do to bring data back. We got smart.

We use technology so that we can follow objects in the real world and create a real representation of it in the metaverse. Zuckerberg took the word from us, but now Web3. Web3 is the next generation. It's Meta. The metadata layer allows you to be a librarian, allows you to build a stack like we've built, and allows you to execute a plan to move data to cash. We're fixing the balance sheets using this platform. We patented it from left and right. This is my last run. I'm having 70 patents grow into 120 by the end of the year. We own the space of tokenomics in the United States and internationally. If you hear "real-world asset token," we own it.

You have to ask them, "Let me see your patents and your freedom to operate." If you're investing in companies like this, ask them if they have a freedom to operate. We have the freedom to operate. We have the patents and the rights, just like a pharmaceutical company. Branded tokenomics, stablecoins, us. We own it. The refinery, the vault, the exchange, money-making machine, data to cash, big platform. We have universal currency driving innovation, Web3. It's a Web3 toolset, big time. The difference between us and others, we're B2B. We don't mess with consumers. We're inside your bank. Checking, savings, data is not something we're doing. The banks will do it. You like crypto for its ability to send money to and fro over borders? Yeah, of course. It's better than Zelle. It's better than Western Union. It's also decentralized.

When you have all your money under your mattress, you may realize that decentralization wasn't that great of an idea when someone comes down your satellite and takes your satellite roof and takes your phone or steals your content because a bank had a purpose, protect your money. When you decentralize it, it's back under the mattress. It's a problem we're all dealing with. We like the freedom of it. We love the decentralization of it. Do we like the security of it? When Joe Schmo's walking around with $400,000 in his pocket, it's not smart. We're going to get smart, of course. There's a solution, Datavault. Put it in the Brinks locker. Move your wallet into Brinks, into Wells Fargo. That's what's coming. The idea that monetization opportunities, strategic partnerships, and enhanced decision-making allow us to make a lot more money quicker.

What we do is we have partnered with IBM. That's even outdated. We're not Partner Plus. We're Platinum Plus. We're Platinum now. That logo is wrong. The general premise of this is right. Go to market strategy, IBM does it. Build the technology, IBM does it. I believe in IBM. I think it's Big Blue. I bet on it big. You can look at our filings, $20 million already. I'm doing another deal. I would like IBM to be my business daddy. I learned from them how to book business quarter over quarter. I build my culture for my people around focus on the three months we have to make money, to book revenue. We have the ability to book revenue at a clip that no other company has seen.

We have the ability to move data to cash, to perfect the balance sheets of our customers and let other CEOs lift us up because we are fixing their balance sheet, squeezing their shorts. We have all kinds of strategies that use tokenomics to change the world. We're doing a great deal of it with some of the biggest companies and countries in the world. We have a partnership with Nyiax. We announced we're buying this company, which we are. This will close by the first quarter of next year. This gets us direct access to NASDAQ. We are currently the exclusive licensee. We traded 70 patents for access to the NASDAQ financial framework. We gave them the ability to do it with stocks and bonds because we recognize the preeminence in that space.

We are using the NASDAQ infrastructure, just announced in Switzerland that we're able to do it in Switzerland. We're going to do it in Hong Kong. We're doing it in New York. That's the only three exchanges we need to dominate the entire world with tokenomics and RWA. We are the leaders in RWA and NIL monetization through token. The Verify U, popcorn in the lobby, free money for schools and us. We simply use the blockchain to prove your credential. This is a beautiful coin. It replaces the parchment that we put on the wall for 25 years.

Now you have a spinning 3D coin that keeps track of every patent that school gets, keeps a track of every professor you had, every colleague you had, every student you worked with, every class you were in, every program you did, every scholastic additional thing you did on campus is in that coin. Every paper you wrote, everything that if you showed up on the Jumbotron, the photograph is in that coin. If your number showed up on campus anywhere, it is in this coin. The idea that this is the perfected artifact of a degree credential, and we added a sonic layer where you could simply hit play and prove from asu.edu that you went to this school and what credential you have and what capabilities you have as a result. This is the future.

I don't care if you're parking a forklift, driving a plane, or flying a plane, driving a bus. The idea that we want to know your credentials. We want to know that you're sober. We want to know that you are capable of completing that job perfectly. This country is going to compete at the very highest level. We're going to lead the world continually because we're going to know credentials are true and that people have not lied. We had a bad congressman in New York. He was in jail because he lied. No one talked about Harvard and how much they got punished by having all the Princeton people saying, "Look at this idiot. I told you." That's a big-time business. We're splitting the money with our partners. NFL Alumni Association needed money. We make money for alumni. We split cash with them.

We split cash with Arizona State University. We get access to people and their data through the system of Arizona State University. We issue a credential, and they're able to use that credential to prove their education and their capabilities. We reduce the cost of checking on that credential. We take away the ability of the student to change that credential. We make it permanent and immutable forever. You die, your children can take your coin and know your education, permanent. That piece is a big business. We were bought by an audio company, a semiconductor company. A brilliant company bought my company. I became CEO of it. It's been a great honor. I've learned how to do this semiconductor business. I've been in Taiwan, Hong Kong, Japan, and Korea. I'm up in LG, Sony, big companies selling my semiconductor, which is the standard in HD wireless sound delivery.

I'm going to deliver data over sound. You're going to have sound systems in signs, outdoors. Outdoor signage is going to deliver data to your phone through our technology. My uncle founded a company in this very town. It's called Signtech, Signtech San Diego, now Signtech America, Signtech USA, largest outdoor signage company. We put our tones in his signs. That's my uncle, the Bradley family. We're able to utilize everything around us to make money. We're leveraging everything to make money. I spent eight years in incubation. I wrote patents and wrote code and brought it to market right on time. You get better in life. I solved the internet for people with disabilities. I had a thing called AudioY, ticker AUYE, NASDAQ traded. Solved the internet for people with disabilities. Didn't pay like Zuckerberg, but we built a better platform.

We built a platform that helped people, blind, deaf, dyslexic, autistic, low in vision, low in hearing, low in learning. We built a platform for them. It didn't pay as well. I'm not famous for being the accessibility guy, but I created the category. I'm up here telling you that the only thing bigger I found was his invention, his invention. He invented data donation. I learned Wall Street and I know this world, that data donation won't fly up here. We're data for profit. Datavault AI is data for profit. We make money. We make money automatic, systematic, automatic. We make money. You're going to see the results. Three minutes left for questions. That's pretty much it. We got money coming in. We're fully funded. We raised $150 million. We don't need any money. We're not raising capital. We're fully funded. We're headed for break even in the billions. Any questions?

In the recent press release, you said that you anticipate 2026 revenues from $40 million to $50 million. You said that that figure assumes future acquisitions. Can you give us a number without acquisitions since acquisitions are definitely uncertain?

No. No, I can't. I don't know the numbers. What I would tell you is that I'm growing as fast as I possibly can. I'm not the CEO to ask that question. My CFO reports our numbers on a quarterly basis. I get furious because they don't recognize the revenue the way I would like to. They don't help me as much as I would like, but that's life. This is a multi-billion dollar play. Quarter over quarter growth has been, you know, I drop as much contracts and as much value as I can every quarter, and they add it up. The eggheads sometimes don't believe you, you know, and you get dumbed down. I've been dumbed down quarter over quarter, but I just keep dropping contracts and money. I don't know the numbers. I just know that it's freaking huge, and I let them add it up.

I think the forecast is way low and ridiculous. You deal with all the constraints of this. We have to be very tempered. I could tell you you could go broke investing in this business because that's what we're required to say. What I'm telling you as the CEO, I put my life's work into this, and I wouldn't let it go down. I invented the accessible internet, and now I'm solving the internet for people that deserve to get value out of their data. If you have a beating heart, you have money. If you have a beating heart, you have money because you're creating data from your body, and I'll show you how to do that. That's what I care about. Let them add it up. I don't know.

Maybe not for you if you're a value investor that simply wants to figure out what our EBIT is because that's not the part of the movie we're at. We're Amazon when he said I could sell books on the internet. We move data to cash, figure it out. I probably won't be here when it's figured out, quite frankly. My job's pretty much done, you know. Rock and roll, this thing goes to a billion dollars plus, and we're past that threshold today, I believe. I don't really look at the numbers, and I'm not the person to ask. The guy behind you could probably answer you. That's my CFO.

Without acquisitions, you wouldn't be successful this year. That's your only guidance we can put out. It doesn't matter for anyone.

Acquisitions can be uncertain, but that's the business.

Yeah.

We had guidance on the one acquisition that we completed to be $15 million or so.

I'm not buying companies. Companies are buying me. There are people lining up the door. They want me to acquire their company. Certain ones fit, and we're going to buy them. That's what I would say. Any other questions?

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