Intouch Insight Provides Merchandising and Growth Initiative Update

Executive Summary

• Intouch Insight announced the refinancing of its existing BDC Capital loan, allowing the total debt facility to increase to up to $2.6 million with additional growth capital of up to $1.38 million.
• The company added a dedicated salesperson for merchandising services and renewed a key ClearPoint client in the petro‑convenience sector, indicating progress on its merchandising growth strategy.
• Loan terms include deferred principal repayments until February 2028, monthly interest at BDC floating base rate + 4.25% (currently 10.8%), and a balloon payment of $1.55 million due January 2031.

Key Details

• Refinancing Terms:
• Total possible BDC debt: $2.6 M (up from current balance).
• Additional growth capital available: up to $1.38 M.
• Principal repayments deferred until Feb 2028, then equal installments of $30,000 monthly through Dec 2030.
• Balloon payment of $1.55 M due Jan 2031.

• Interest: floating rate = BDC base rate + 4.25% (currently 10.8%).

• Operational Updates:

• Renewal of ClearPoint client in the petro‑convenience industry; services commenced March 2026.
• Hiring of a new salesperson dedicated to merchandising services to build an active sales pipeline.

• Ongoing development of merchandising service offerings aligned with customer experience measurement and compliance programs.

• Strategic Context:

• Merchandising initiatives are positioned as a growth lever complementing Intouch’s core CX measurement solutions.
• The refinancing provides flexibility to fund sales, marketing, technology investments tied to the merchandising strategy.

Notable Quotes

“Merchandising represents an important opportunity for Intouch as we continue to broaden the services we provide to clients… We are pleased to have a partner in BDC that is helping us deliver on our strategy.” – Cameron Watt, President & CEO

Materiality Assessment: Non‑Material – Positive (the announcement provides operational and financing detail but does not constitute a material change to the company’s financial position or performance).