Our Bond, Inc.

What they do

Our Bond operates a cloud-based preventative personal security platform that uses AI to detect anomalies and provide remote protective services. The service is delivered through the Bond App and 24/7 personal security agents in Bond Command Centers. The company offers 14 distinct services and serves both consumers (DTC) and corporate clients (B2B).

Revenue drivers

• B2B corporate customers — Over 40 B2B customers choose Bond for employee security; this is a key revenue channel as corporations provide personal security for their employees.
• DTC (direct-to-consumer) members — A few thousand DTC end-users subscribe to the platform; revenue is derived from membership fees.
• Geographic expansion — International subsidiaries in Israel, UK, France, and Belgium provide services to local and global members, potentially generating additional revenue.

Recent performance

Annual revenue was $9.7M in 2024 and $10.0M in 2025, with net losses of $11.0M and $10.5M respectively. Quarterly revenue was $2.2M (Q1 2025), $2.3M (Q2 2025), $2.3M (Q1 2026), and $2.1M (Q2 2026), showing a slight decline in the latest quarter. Operating cash flow was negative at $8.2M (2024) and $6.9M (2025). As of June 30, 2026, the company had $5.2M in cash, total assets of $7.4M, and a shareholder equity deficit of $13.4M.

Strategy

The company's stated strategy is to scale personal security services through increased AI integration. Current AI use includes rule-based anomaly detection and third-party AI tools for agent decision support. R&D focuses on machine learning models, automated call triaging, facial recognition, and drone response, among other areas. Management also plans to expand licensing, with bodyguard licenses in 11 states and applications for additional states.

Risks

• Technology development risk — The platform requires constant updates and maintenance across ecosystems like Apple, Google, and AWS, demanding a multidisciplinary engineering team.
• Data security and privacy — A security breach or unauthorized access to biometric or personal information could harm reputation and result in liabilities.
• Regulatory compliance — Evolving privacy and security regulations could impose additional costs or restrict operations, particularly given the global footprint.
• Financial sustainability — The company has negative equity, persistent net losses, and negative operating cash flow, raising going-concern and funding risks.

Outlook

Management believes the company is well positioned to become the standard for corporate personal security based on its current B2B customer base. The company plans to continue investing in R&D and technology updates. However, the recent 8-K filings include a delisting notice and listing-rule failure, indicating potential challenges in maintaining exchange listing.