MDB Capital Holdings' 2024Q4: Key Contradictions on eXoZymes Deconsolidation and Regulatory Challenges

These are the key contradictions discussed in MDB Capital Holdings' latest 2024Q4 earnings call, specifically including: eXoZymes' Deconsolidation and Regulatory Environment:



Deconsolidation of Invizyne:
- The deconsolidation of Invizyne from MDB's financial statements allows for a clearer view of MDB's performance.
- MDB's investment in Invizyne, approximately $5.6 million, was valued at around $40 million at the time of Invizyne's IPO.
- This deconsolidation clarifies MDB's financials and enables a more accurate representation of its operations.

Increased Shareholder Engagement:
- MDB has seen an increase in shareholder count by 12%, reaching 1,800 shareholders, with over 500 investors joining MDB Direct on the clearing platform.
- The company has also started onboarding IRA assets through a relationship with STRATA Trust.
- This growth in shareholder engagement is part of MDB's strategy to transition from large investors to venture portfolios for RIAs, individual investors, and family offices.

Enhanced Platform and Pipeline:
- MDB's scaling efforts have resulted in vetting more Big Idea companies than ever before, with plans to present three to four new Big Ideas this year.
- The platform, comprising PatentVest, a clearing firm, and an investor community, is now positioned to stand up companies and make them investable assets.
- The traditional venture capital market's struggles and over-investment in private equity are driving companies to consider public venture as a more attractive option.

Partnership and Opportunities:
- MDB is expanding its investor community by working with RIAs, angel groups, and firms like ACA and TCA.
- The company is exploring partnerships with RIA firms to reach a broader audience, which it believes will allow for more transactions and wider investor reach.
- The strategy aims to increase the number of companies MDB can take public, creating value for shareholders.