Check-Cap (CHEK) investor relations material

Industry trends and market opportunity

• Interface and orchestration layers historically capture the most value in tech cycles, as seen in mobile, PC, and cloud sectors.

• Robotics adoption is accelerating due to labor shortages, rising costs, and demographic shifts in the U.S.

• Hardware commoditization is driving focus toward software and integration solutions.

• AI and battery advancements enable robots to operate longer and in more complex, uncontrolled environments.

• Businesses must automate 5%-10% of their workforce in the next 5-10 years to remain competitive.

Company strategy and product positioning

• Focuses on building an orchestration software layer for robotics, not manufacturing robots.

• Hardware-agnostic platform integrates diverse robot types and brands, enabling cohesive operation.

• Provides managed services, including consulting, financing, and ongoing support, typically via 2-5 year contracts.

• Targets large, complex clients in hospitality, gaming, healthcare, and building maintenance.

• Uses cleaning as an initial entry point, then expands to other operational areas.

Operational impact and client outcomes

• Enables clients to reduce operational costs, minimize labor headaches, and improve service quality.

• Robots can work longer shifts than humans, starting and ending work autonomously.

• AI-driven fleet optimization tools improve scheduling, KPI attainment, and ROI.

• Demonstrated safety and efficiency with over half a billion sq ft cleaned without negative incidents.

• Delivers labor cost savings of 25%-75% compared to traditional staffing.