OTGM Capital Holdings

OTGM Capital | VDR Level 1 – Introductory
Virtual Data Room – Level 1

OTGM Capital Holdings Inc.
Introductory Package

Welcome to OTGM Capital Holdings Inc. This introductory package provides a first overview of our financial infrastructure holding and the current investment opportunity.

Quick Links

Official Resources
and Access Points

Official website
Corporate overview & team
Landing – offering
Terms, structure & participation
Due Diligence

Introductory
Documents

Preliminary reference documents – ready for initial review.

DocumentLink (preliminary verification)
Investor Memo 📎 Open in Google Drive
Executive Summary 📎 Open in Google Drive
Pitch Deck 📊 Open in Google Drive
Investor Snapshot ⏳ Pending – Insert link later
Key Facts

Current Stage &
Series A Structure

🔵 CURRENT STAGE (early stage)

Raise now:$500,000 USD
Use of funds:Implementation & development
Timeline:Immediate

🟢 SERIES A – next stage

Total Raise:$25,000,000 USD
Structure:5 tranches of $5,000,000 USD
Closing mechanism:Sequential Rolling Close
How it works:Tranche 2 opens automatically ONLY when Tranche 1 is fully subscribed. Tranche 3 follows after Tranche 2 closes.
Timeline:3 months total rolling period
Use of funds:Market entry & scaling
Metrics

Key Performance
Indicators

Asset backing
$1.7B
real assets / guarantees
Target IRR
20 – 35%+
USD denominated
Governance
Delaware · Texas
primary legal domicile
Global Footprint

Jurisdictions
Post‑Tranche Expansion

🇺🇸 Delaware/Texas 🇨🇦 Ottawa 🇲🇽 CDMX · Monterrey 🇨🇭 Switzerland (funds) Central America & Caribbean (10) South America (9)
⚖️ Note: Legal entities are currently established in Delaware (US). Additional jurisdictions are in process and will be activated progressively based on deal flow and regulatory approvals.
🔄 Sequential Rolling Close – How It Works
Tranche 1$5M
⟶ auto
Tranche 2$5M
⟶ auto
Tranche 3$5M
⟶ auto
Tranche 4$5M
⟶ auto
Tranche 5$5M
📌 Total rolling window: 3 months · each tranche opens automatically after previous close.
Next Steps

Level 2 Access
Business & Financial

If you would like to proceed to Level 2 (Business & Financial), please contact our compliance desk:

✉️ compliance@otgmcapital.com
📌 When requesting Level 2 access, please include:
• Your full name & entity name (if applicable)
• Jurisdiction / country of residence

⚠️ IMPORTANT DISCLAIMER

This document and the information contained herein (the "Information") is provided for informational and discussion purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, investment product, or financial instrument. Any such offer or solicitation will be made only through a confidential Private Placement Memorandum (PPM) and related subscription documents, and only to accredited investors who meet certain eligibility criteria.

The Information is not intended to provide, and should not be relied upon for, accounting, legal, or tax advice. OTGM Capital Holdings Inc. ("OTGM") makes no representation or warranty, express or implied, as to the accuracy, completeness, or reliability of the Information. Past performance is not indicative of future results. Any projections, targets, estimates, or forward-looking statements contained herein are based on assumptions that may not materialize, and actual results may differ materially.

This document is strictly confidential and is intended solely for the use of the person to whom it is provided. By accessing this information, you agree to maintain its confidentiality and not to reproduce, distribute, or transmit it to any third party without the prior written consent of OTGM.

Jurisdictional restrictions: The Information does not constitute an offer or solicitation in any jurisdiction where such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. It is your responsibility to be aware of and to comply with all applicable laws and regulations in your jurisdiction.

Forward-looking statements: This document contains certain forward-looking statements that reflect current views and expectations regarding future events. These statements involve risks and uncertainties that could cause actual results to differ materially from those projected. OTGM undertakes no obligation to update or revise any forward-looking statements.

No reliance: You should not rely on this document as the basis for any investment decision. Any decision to invest in OTGM or its affiliated entities should be made solely on the basis of the final offering documents, including the PPM, subscription agreement, and other definitive legal documents, after consultation with your own legal, tax, and financial advisors.

© 2026 OTGM Capital Holdings Inc. All rights reserved.