Investing in Rooftop Logistics Technology

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

HERM Logic

Proven in ANZ.

Built for U.S. Scale.

Category Definition — Rooftop Logistics™
The Problem
The Solution
Market Segments
Four Core Contractor Markets | Three Key Market Segments
U.S. Market Opportunity - The $700M SOM
Untapped U.S. Market: TAM → SAM → SOM
The ANZ Traction
Proof of Product and Market Fit (TRL9 / CRI6) → 670 contractors
1,275 units → 1.93% Repeat Sales → US$14.3M revenue
Zero deb

U.S. Certification & Engineering Roadmap
UL / ANSI / OSHA Mk3 redesign 6–12 week certification
U.S. Manufacturing Plan
Texas* Hybrid FRP + aluminum 12–18 months Batch #1
Financial Spine — Unified Economics
Pricing → COGS → Margin → EBITDA
Unit economics → Cash conversion
U.S. Financial Model — 3‑Year → 5‑Year
Revenue Units EBITDA Cash flow Valuation trajectory

Investor Buy-In | US$1.5M Capital Deployment
Downside Protection — Capital Safety
Collateral Resale value Batch #1 liquidation value Minimum recovery scenario
The Unicorn Trigger — Why HERM Scales to $250M–$500M
Category creator Workflow‑infrastructure layer Consolidator adjacency Digital + physical OS
Exit Strategy — IPO or Strategic Acquisition
QXO Beacon SRS ABC Supply Hilti Tamlyn Why HERM is a bolt‑on
Critical Path (Next Steps)
Certification Manufacturing Batch #1 GTM First revenue First 100 units.
The Team | Proven Execution
Competitive Landscape | Only Two Direct Competitors
The Opportunity | Next Step

Demand Signals - North America Footprint
QXO → Tamlyn → Trade expos → Contractor interest
U.S. GTM Strategy
Identify → Qualify → Close → P4P
Why Not Distributors — Margin Protection
>> Your investor‑grade summary slide goes here.

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

WHERE Contractors Leak Profit Margins ... on EVERY Worksite!

... it's not just an U.S. problem -

The SOLUTION

Contractor Owned and Operated ... from $650/pcm (36 Months)

Subject to Equipment Financing Approval

HERM Chute System

HERM Material Lift System

Multi-Industry Award Winner

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

Residential

Industrial

Commercial

Roofing Solar HVAC Building-works

• Roofing & Maintenance

• Roof Sheeting & Metal Roofing

• Rooftop Solar & HVAC

• Building-works, including Frames

Maximum Lift Capacity: 250kg / 550lbs | Maximum Reach/Height, including across rooftops: 22m / 74ft

Integrated Safety Systems

9x Spring Electromagnetic Break | 2x Limit-switches | Wired & Remote Controllers | Cable Break Brake System | 2 Year Global Warranty

National Scale | Broad Geographic Reach | Diverse Customer Channels

THE INVESTMENT LEVERAGE
A small percentage (%) of a very large addressable market, combined with HERM's high-margin, low-friction business model, creates a potrential for outsized value creation. THIS IS THE POWER OF SCALE.

PROVEN IN A SMALL MARKET

... B U I L T F O R A L A R G E O N E

Our North America Footprint

National Scale | Broad Geographic Reach | Diverse Customer Channels

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

• Huston
• 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

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)