
Investor Information by John C. Müsster | Founder, CEO
The information presented within this Investor Centre has been prepared to provide prospective investors with an overview of HERM Logic, its technology, market opportunity and growth strategy.
Certain information may contain forward-looking statements, estimates and assumptions that are subject to risks and uncertainties. Actual outcomes may differ materially from those expressed or implied.
Nothing contained within this Investor Centre constitutes an offer to sell or a solicitation to purchase securities. Any investment opportunity will be made only through the appropriate legal documentation.
"Enduring companies aren't built by chasing trends—they're built by eliminating the inefficiencies others have learned to tolerate."
Unlocking Our U.S. Potential
the WHO: We’ve engineered and commercially proven a rooftop logistics™ system—now scaled into an operating platform that delivers productivity, safety, and profitability
for contractors in • Roofing • Solar • HVAC • Building-works
the WHAT: A ConTech Rooftop Logistics™ provider that has modernized the last unengineered workflow on the jobsite.
the WHERE: … and we’re now bringing this proven Rooftop Logistics™ system to the United States and Canada.
WHY INVEST IN
HERM LOGIC?








• ONE System • ONE Solution • ONE Standard | ONE Uniformed Workflow
... by the creator of the Rooftop Logistics ™ category modernizing the last 30–74 feet of the jobsite.
• FREE Mobile App
• Chute System
• Material Delivery
System


in a $700M+ untapped U.S. rooftop logistics market with a proven, high‑margin, category‑defining system.
PROVEN IN A SMALL MARKET
B U I L T F O R A L A R G E O N E
- INDEX -
GROUP 1 — CATEGORY, PROBLEM, SOLUTION, MARKET
inevitability, scale, and strategic relevance
GROUP 3 — U.S. ENTRY: CERTIFICATION, MANUFACTURING,
STRUCTURE, TAX
remove regulatory risk, operational risk, and legal risk
GROUP 2 — TRACTION, GTM, DEMAND, CERTIFICATION
prove execution, readiness, and U.S. pull
[A] The ANZUS Traction & Engineering Certification
[B1] Proven in ANZ — and Ready for U.S.A[B2] The HERM Logic Journey — since inception
[C] Expabding into U.S.A — with Proven GTM FrameworkU.S. Demand Signals - North America Footprint
QXO → Tamlyn → Trade expos → Contractor interestU.S. GTM Customer Pull Strategy
Identify → Qualify → Close → P4P
HERM Logic
Proven in ANZ.
Built for U.S. Scale.
GROUP 4 — FINANCIALS, INVESTMENT, DOWNSIDE, EXIT
economics, valuation, capital deployment, and liquidity
Downside Protection — Capital Safety, Collateral Resale Value, Batch #1 liquidation value, Minimum recovery scenario
GAPP Financial Statements (P&L, Balance Sheet, Cash flow, )
Investor-Grade Financial Spine
U.S. Financial Model, Operating & Manufacturing Structure
Global Tax Statement
Exit Strategy - practicable liquidity across all market-capture scenarios → 0.5% → Unicorn Trigger at 1.0% → at 2.0% → scaled to $500M
The HERM Material Lift and the HERM Chute are not a single machine — they are a unified rooftop workflow. One brings the new materials up. The other takes the old materials down. While one team installs, the other removes. WWCC validates the financial impact of both. Together, they modernize the last 30–74 feet of the jobsite.


CATEGORY DEFINITION
ROOFTOP LOGISTICS™
Rooftop Logistics™ is the workflow-infrastructure layer that modernizes the last 30–74 feet of the jobsite — delivering materials safely, efficiently, and profitably onto and across the roof.








• ONE System
• ONE Solution
• ONE Standard
ONE Uniformed Workflow






it's a global problem!
Tow-trailer and Driveable Debrie Chutes
Purchase Price: from US$40,000
Cherry-Pickers, Boom-Trucks Daily Hire Cost Up to 30ft reach: $400 - $800
40 - 74ft reach: $1,000 - $3,800
Contractor Validation — Real‑World Proof of the Problem
... it's not just an U.S. problem -
WHERE Contractors Leak Profit Margins ... on EVERY Worksite!

the last 30–74 feet of the jobsite are unsafe, unengineered, labor‑heavy, and profit‑leaking — and no one has ever modernized them.
“We were losing money every day waiting for distributor delivery. So I bought a Silverado and put a crane on it.” — Neil, Buzzline Roofing - Eugene OR, USA - (Est. Cost: $150,000)


HERM is strategically focused on
four core contractor markets
across three key market segments
Residential
Industrial
Commercial








“HERM serves four core contractor markets across three key segments.”
“A single unified workflow system across Residential, Commercial, and Industrial rooftops.”
Roofing Solar HVAC Building-works
National Scale | Broad Geographic Reach | Diverse Customer Channels
PROVEN IN A SMALL MARKET




... B U I L T F O R A L A R G E O N E
“A proven rooftop workflow model entering a 30× larger U.S. market.”
SAM
Serviceable Addressable Market
HERM Addressable
SOM
Serviceable Obtainable Market
KEY POINT
HERM does not need to capture a large shar of the market to become a substantial business.
Even conservative penetration delivers extraordinary financial outcomes.
TAM : 300–350K Contractors
Roofing, Solar, HVAC, Building‑Works
Nationwide rooftop activity
High-frequency material movement
SOM — 0.5–2.0% Capture
Repeat‑need workflow
Proven ROI + fast payback
One system → multiple outcomes
SAM: 120–160K Qualified
Licensed + insured
Active rooftop contractors
Commercial need validated
TAM
Total Addressable Market


Our North America Footprint
HERM/Tamlyn DC'c
(Distribution Centers):











300,000 - 350,000+
Potential Contractors Universe
Across the United States (Q4/2025)

T A M
TOTAL ADDRESSABLE MARKET
Universe of Potential Contractors









Door -2- Door Direct Delivery









• Houston
• Dallas
• Reno
TAMLYN www.tamlyn.com
PROVEN IN A SMALL MARKET
B U I L T F O R A L A R G E O N E


Immediate nationwide coverage through
existing distribution partner.
The growing demand for home equity lending in the U.S. is being driven by increased homeownership, rising property values, and consumers seeking to leverage their home equity for financing various purposes such as home improvements. education, and debt consolidation. As interest remain favorable and the housing market continues to appreciate, home equity lending is expected to see significant growth. The market valued at USD200 Billion in 2024, is projected to reach USD290 Billion by 2032, growing at a CAGR of 4.7% from 2025 to 2032.
source: United States Home Equity Lending Market Report:
www.verifiedmarketresearch.com/product/us-home-equity-lending-market/


Favorable U. S. Macros & Market Fundamentals






United States Home Equity Lending Market Valuation - 2025-2032
Building Products Distribution M&A Trends in 2026:
Consolidation, Strategic Buyers, and Market Outlook
Despite a softer housing environment, M&A activity in Building Products Distribution has remained resilient, driven by continued interest from strategic acquirers and private equity firms seeking greater scale, broader geographic reach, and more comprehensive product and service portfolios.
Building Products Distribution led deal activity across the broader wholesale distribution industry in Q1 2026, with QXO (NYSE: QXO) committing more than $19 billion to acquisitions since January. Among the deals is the pending $17 billion purchase of TopBuild, announced in April. QXO also completed the $2.3 billion acquisition of Kodiak Building Partners in April. With the TopBuild acquisition, QXO aims to become the second-largest publicly traded building-products distributor in North America, with approximately 1,150 locations across the United States and Canada and combined revenue exceeding $18 billion. The two transactions follow the $11.3 billion acquisition of Beacon Roofing Supply in April 2025.
These large-scale acquisitions are likely to further accelerate consolidation across the sector, as local and regional suppliers look to merge to remain competitive with larger national platforms, according to a new industry report released by BGL’s Building Products investment banking team.
Building Products M&A Outlook for 2026 and 2027
As we move through the rest of 2026 and into 2027, we expect building products M&A activity to accelerate as the strategic rationale for consolidation remains strong, particularly in highly fragmented specialty distribution verticals, driven by the strategic value of scale, category breadth, and local service execution. Although buyers are likely to remain disciplined amid macroeconomic uncertainty, pent-up consolidation demand, sustained interest in high-quality niche distributors, and improving capital availability should continue to support transaction activity. Strategic acquirers are likely to remain the most aggressive buyers, supported by strong balance sheets and the realization of synergies, while private equity will remain highly active, particularly for add-on acquisitions that expand existing platform investments.
Major U.S. M&A Players (2024-2026)
Home Depot | Lowe's | Amphenol | Hubbell | MasterBrand | SRS | Rosebank Industries | ABC | Builders First Choice |
QXO | Foundation Building Materials | CRH | James Hardie
Well Positioned for Large Fragment Markets






1. ANZ CRI6 Traction
— Industry Compliance ...
and ready for U.S. scale.
Commercially validated across Australia & New Zealand


TRL9 | PROVE THROUGH COMMERCIAL OPERATION
This is the decisive technology milestone.
ARENA defines TRL9 as:
“Actual system proven through successful operations.”
That distinction is highly relevant to HERM.
HERM progressed beyond prototype validation and technology demonstration into real-world manufacture, sale and contractor operation.
The system has consequently been subjected to something considerably more valuable than laboratory validation: customers paying for the technology and using it in actual construction environments.
Therefore, from HERM's perspective:
TRL9 = Technology Risk Substantially Retired.
The investor is no longer principally being asked to fund the invention of an unproven machine.
They are being presented with a proven technology platform entering its next stage of commercial scale.
HERM Logic — From Technology Development to Bankable Commercialisation
HERM Logic’s development of the HERM Material Lift System can be viewed as a deliberate progression through Technology Readiness Levels (TRL1–TRL9) and subsequently through the Commercial Readiness Index (CRI1–CRI6).
HERM is not raising capital to prove the technology.
HERM is raising capital to scale proven technology into the
U.S. market.




PROVEN IN A SMALL MARKET
B U I L T F O R A L A R G E O N E




ANZ TAM:
12,605 GC's & Sub-Contractors


U.S. TAM: 300,000 - 350,000+ GCs & Sub-Contractors
2. Proven in ANZ ... Ready for U.S.A






Go to Market


3. Expanding into U.S.A with a
— Proven GTM Framework






A proven GTM engine — ready for U.S. deployment.










FREE Mobile App & FREE Email Reports
> send directly to your CEO, CFO, COO, VP, CPA ...
4. Qualifying the Customer
.... no assumptions are made




International
HERM Group Limited
Office: The L Plaza, 367-375 Queens Road Central, Sheung Wan, Hong Kong SAR 999077
Manufacturing: China & Malaysia
Distribution: Selangor, Malaysia
USA
HERM Logic LLC | HERM Group Limted
Office: 8 The Green, Dover, DE 19901.
Distribution Center (DC): Huston & Dallas Tx. and Reno NV
Manufacturing: Planned for 2027 (location: Texas)


Pay for Performance (P4P Program)
Merit Based Performance Pay and Incentives
U.S. IRS Position: Commissions to Independent Agents Are Deductible
IRC §162 – Trade or Business Expenses
Allows deduction of ordinary and necessary expenses paid in carrying on a trade or business.


CLOSE — Convert Interest Into Adoption Contractors convert quickly because they see the system live, understand the ROI immediately, and recognise the safety + efficiency value on the spot. WWCC provides a personalised ROI report, enabling fast, data‑driven decisions. Integrated equipment finance removes friction, allowing reps to close deals predictably and at scale.
U.S. Demand Signals —
The Market is Already Pulling HERM in.
QXO
— Strategic Interest
A major U.S. building‑products consolidator has shown clear interest following direct conversations and technical briefings. They recognize HERM’s ability to:
Reduce jobsite risk
HERM reduces jobsite risk by eliminating manual rooftop lifting, reducing fall exposure, removing improvised equipment, and replacing high‑risk workflows with engineered, certified, controlled systems.
Lower contractor operating costs
HERM reduces operating costs by cutting labor hours, increasing job throughput, reducing injury‑related expenses, eliminating improvised equipment, and replacing multi‑person workflows with fast, mechanized, single‑operator systems.
Modernize rooftop workflows
HERM modernizes rooftop workflows by mechanizing vertical delivery, horizontal movement, and debris removal — creating a unified, efficient, safe, and data‑validated rooftop workflow that replaces outdated manual labor.
This is a top‑down demand signal from a national‑scale market influencer.
TAMLYN
— U.S. 3PL Partner Engagement
Tamlyn (55‑year U.S. building‑products company) has expressed strong interest in:
3PL & Distributor activation
Distributor activation means turning distributors into active partners who demonstrate HERM at trade expos, educate contractors, enable sales reps, promote the category, and drive adoption across their networks.
Trade‑expo collaboration
Trade expo collaboration means distributors actively demonstrate HERM at industry events, promote the category to their contractor networks, and generate real‑world demand — confirming strong market pull and strategic alignment.
Contractor education
Contractor education covers teaching contractors how to use HERM, and what financial and safety benefits it delivers. It transforms curiosity into adoption — and adoption into repeat usage.
For HERM, contractor education is one of the strongest demand‑signal drivers because contractors immediately understand the value once they see the system in action.
They see HERM as a category‑defining product aligned with their contractor network and safety‑focused product portfolio.










Tamlyn → QXO → Trade Expos → Contractor Interest
Trade Expos —
Real Contractor Engagement
Across multiple U.S. trade expos, contractors have shown:
Strong product interest
Contractor interest is strong, immediate, and ROI‑driven — contractors engage at expos, recognize the safety and cost benefits instantly, and adopt HERM as a modernized rooftop workflow that protects margin and increases throughput.
High engagement at demonstrations
Demo engagement means contractors physically interact with HERM at expos, instantly recognize the safety and ROI benefits, and convert interest into adoption — often on the spot.
Clear recognition of safety + efficiency value
Safety efficiency value means HERM makes rooftop work both safer and faster — reducing fall exposure, eliminating manual lifting, lowering fatigue, and creating a controlled, standardized workflow that improves productivity and protects margin.
These events validate that HERM’s rooftop‑logistics category resonates immediately with U.S. contractors.
Contractor Interest — Early Market Pull
Direct inbound interest from U.S. contractors confirms that HERM solves a high‑risk, high‑cost rooftop workflow, aligns with U.S. safety priorities, and delivers immediate operational ROI. Contractors recognise the value instantly during live demos and trade expos, where they see the system eliminate manual rooftop lifting, reduce fall exposure, and accelerate job throughput.
Contractors don’t need to be convinced — they see the system once, understand the ROI immediately, and self‑select into adoption.
The U.S. market is already pulling HERM in — the demand signals are clear.
Mr. Miguel Gonzales
President & CEO
TAMLYN
Mr. Bernal Fernandez
Hispanic Marketing Manager
QXO
Contractor Interest —
Early Market Pull
Direct inbound interest from U.S. contractors confirms:
HERM solves a high‑risk, high‑cost workflow
HERM aligns with U.S. safety priorities
HERM provides immediate operational ROI
Contractors are engaging early because HERM directly addresses the three biggest pressures they face: high‑risk rooftop work, rising labour costs, and the need to modernise outdated workflows.
Live demos, trade expos, and inbound enquiries confirm that contractors immediately recognise HERM’s safety benefits, operational ROI, and ability to eliminate the most dangerous and expensive part of the job.
U.S. Commercial Validation Engine
HERM’s U.S. Commercial Validation Engine transforms contractor pain into adoption through a structured
data‑driven workflow: Diagnose the problem, validate ROI, close with speed, and deliver with precision.




The U.S. Commercial Validation Engine —
How HERM Converts Demand into Revenue
HERM is not entering the U.S. through distributors because distributor economics destroy margin, misalign with capital‑equipment workflows, and create channel friction — while direct entry protects margin, accelerates category creation, and maximizes enterprise value.


... Manufacturing that follows market validation — not the other way around.


Disciplined. De‑risked. Capital‑efficient.
Designed for profitable scale — not premature capex.


“US$1.5M unlocks U.S. certification, manufacturing, and Batch #1 — amplified by
HERM Group’s US$500,000 contribution and a 1.67× capital‑leverage engine.”




HERM’s downside is protected by hard collateral, revenue certainty, TRL9/CRI6 maturity, structured U.S. certification, disciplined manufacturing, a defined cash buffer, and the Cash Method Framework that eliminates financial exposure. Even at 0.5% U.S. market capture, HERM remains profitable, cash‑generating, and strategically acquirable — establishing a Buffett‑grade downside valuation floor of US$50M–US$80M.


“US$1.5M activates certification, tooling, manufacturing, and Batch #1 —
delivering a US$2.5M economic engine, 1.67× capital leverage, and a Buffett‑grade margin of safety.”
H E R M Logic PROVEN IN A SMALL MARKET
B U I L T F O R G L O B A L E X P A N S I O N


Contact Me
Disclosure Boundaries
HERM DATA ROOM
— INFORMATION REQUEST GATEWAY
Confidential Access Required • Not Public • Controlled Disclosure
Access to HERM’s financial statements, operating schedules, tax position, commercial structure, and strategic models is governed by strict disclosure boundaries. These materials are not public, not published, and not accessible without formal request, qualification, and a fully executed NDA.
HERM Logic LLC (USA) and HERM Group Limited (Hong Kong) operate a category‑creating workflow‑infrastructure business whose financial architecture, operating structure, and tax defensibility form a significant competitive moat.
To protect this moat, disclosure is tightly controlled.
The purpose of providing access to any Confidential Information is solely to enable the Receiving Party to evaluate a potential investment, partnership, acquisition, financing, or other commercial relationship (“Permitted Purpose”).
No other use is permitted.
Confidential Information includes all proprietary, financial, operational, tax, commercial, and strategic information relating to HERM Logic LLC and HERM Group Limited. Unauthorized disclosure or misuse of this information would materially harm HERM’s business, operating model, and competitive position.
Data‑Room Information Request Form
Once submitted, HERM will review the request and respond via secure email.
DATA ROOM Document Set includes, but not limited to:
Section 1 — CFO‑Format GAAP Financial Statements
Section 2 — Investor‑Grade Financial Spine
Section 3 — U.S. Financial Model
Section 4 — U.S. Operating Structure
Section 5 — Global Tax Position
Section 6 — Financial Disclosure Policy
Section 8 — Exit Strategy → 0.5% → Unicorn Trigger at 1.0% →
at 2.0% → scaled to $500MAny supplemental documents, appendices, or investor‑specific disclosures
Contact US
Reach out for Product Information and Updates, Trade Show Dates and Updates, Investor Information
info@hermlogic.com
© 2018 - 2026. All rights reserved | (TM and Patents) HERM Logic, Rooftop Logistics, HERM Material Lift & Conveyor | 3rd party images are for illustration purpose only
sales@hermlogic.com
HERM Logic LLC - USA
HERM Group Ltd - USA & HK














































