For personal use only NWR Small Cap Virtual Conference RCW:ASX | 26 - - PowerPoint PPT Presentation

NWR Small Cap Virtual Conference

RCW:ASX | 26 March 2020

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Agenda

Covid-19 Update RightCrowd Market Financial Information Summary

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Covid-19 Update

Seattle, US NY / NJ, US Ghent, Belgium Manila, PH

• RightCrowd is following local authority

guidance in domestic and overseas locations.

• The focus is on the health of our staff with

almost all staff (145 in total) successfully

• perating in a “work from home”

environment.

• Most client deliverables and support

activity continues uninterrupted.

• RightCrowd continues to be a key part of

the supply chain for critical infrastructure, global tech, financial and mining companies, amongst others.

• Potential new opportunities are being

created for RightCrowd innovations. RightCrowd overseas office locations – COVID-19 impact

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Agenda

Covid-19 Update RightCrowd Market Financial Information Summary

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About RightCrowd

Creating safe, secure and compliant workplaces by managing the access and presence of people.

Existing Physical Security Existing Enterprise Business Systems

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Identities and access rules baked into systems and applications

Logical security

CONVERGED PHYSICAL AND LOGICAL ACCESS CONTROL

Physical security

Centralised Access Control Lists (ACL) Role-based Access Control Systems (RBAC) Attribute-based Access Control Systems (ABAC) Mechanical locks and keys Electronic locks and badges Physical Access Control Systems (PACS)

very little identity software innovation

Opportunity for integrated Attribute- based Physical Access & Presence Control

The Market – Evolution and Convergence

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LIMITATIONS

Siloed systems Siloed internal processes Siloed safety, security and compliance

IMPACT

Compromised safety, security and compliance Unexplored improvement potential

ENTERPRISE SYSTEMS

>$100 BILLION PA

CYBER SECURITY INDUSTRY

>$100 BILLION PA

Strategically Positioned

ESRM MARKET

• Physical security and

IT convergence

• RightCrowd is at the tip of

the industry’s technology transformation

• Currently, only a few

companies addressing this market

PHYSICAL SECURITY INDUSTRY

>$100 BILLION PA

RightCrowd is well positioned to capitalise on the emerging Enterprise Security Risk Management (ESRM) market

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Remove the queue Making visitors part of evacuation management Efficient lobby

• perations

Big group, no problem See the big picture

Visitor Management

The enterprise standard for Visitor Management.

RightCrowd Product Offering – Core

Improve hosting experience

Workforce Management

Ensures continuous validation that everyone on site is right. On-boarding and access management Competencies and certifications Time on-site Fatigue management Random drug and alcohol testing Automated access revocation

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Flexible configuration and deployment Cover every location Continuous visibility Frictionless evacuation Improve emergency response Eliminate muster stations Integrates with any access control or business system Continuous visibility Simplified compliance reporting Automated data collection Dynamic audit generation Monitor security issues in real-time

Evacuation Management

Real-time evacuation headcount for everyone on site.

Access Analytics

Presents the health of access compliance in a single view.

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RightCrowd Product Offering – New Products

Digital badgeholders Visualise physical security Leverage existing PACS infrastructure Flexible deployment model Mobile App allows two- way zone notifications to users and security Tethering of visitors

Presence Control

Providing companies the next layer of physical security.

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RightCrowd Product Strategy – Physical Security

Employee Portal Contractor Portal Visitor Portal USERS LOCATIONS Business Systems Learning Management Systems IT / HR Systems Admin Portal Security Officer

RightCrowd Rules & Workflow Engine Physical Access Control System

Phone app Security wearable Existing badges

Integrated Attribute-based Access and Presence Control

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PARTNERING WITH THE WORLD’S LARGEST PHYSICAL ACCESS CONTROL SYSTEM COMPANIES, THAT CONTROL ~70% OF THE GLOBAL MARKET.

Channel opportunities

Majority of large

• rganisations run

access control from one

• f these vendors

RightCrowd’s partners have their hardware in several hundred thousand environments Integrating with and holding long- term partnerships with leading global security firms provide RightCrowd strong growth potential Successfully built trust resulting in growing number of

• pportunities that will provide a

long tail of revenue

RightCrowd is in the early growth phase of a very large, relatively untapped market as the physical security sector progresses along the digitisation path.

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RightCrowd – Presence Control Concept

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Presence Control – Social Distancing Monitoring within the Enterprise

Social interaction events are passed on to Gateway

2 metres

“098F7ED324199715, 2020-03-17T15:10:50.518Z, RSSI -47”

Solution continuously keeps track of where people are (by zone) as well as who they come close to

R&D Zone

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Agenda

Covid-19 Update RightCrowd Market Financial Information Summary

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15 Convention Centers 1% Energy 15% Entertainment 3% Finance 12% Government 5% Healthcare 3% Higher Education 3% Hi-Tech 11% Industrial 16% Logistics 4% Mining 13% Pharmaceutical 3% Research 3% Retail 8%

Customer Base

Convention Centers Energy Entertainment Finance Government Healthcare Higher Education Hi-Tech Industrial Logistics Mining Pharmaceutical Retail Research

Very high client retention

Diversified Customer Market Segments

(by number of customers)

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Australia 17% EMEA 17% Latin America 6% North America 60%

2019 Revenue by Region

Australia 26% EMEA 4% Latin America 7% North America 63%

2018 Revenue by Region

We are growing strongly with majority of revenue offshore

88% of H1 FY20 revenue offshore, highly diversified industries and geographies Increasing proportion of revenue relating to recurring software revenue and license fees Strong global sales revenue growth since 2017 IPO

4.2 5.5 9.4 13+ 40 43 49 38 10 20 30 40 50 60 70 80 2 4 6 8 10 12 14 FY17 FY18 FY19 FY20 Target

Market Cap (A$m) Revenue (A$m)

Sales Revenue Market Cap

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Agenda

Covid-19 Update RightCrowd Market Financial Information Summary

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Summary

Cashflow break-even for the CORE business projected by end FY20 FY20 guidance of at least $13.0m Continuing to evaluate any impacts (both positive and negative) due to pandemic Current pandemic has led to new uses

• f RightCrowd products being

requested around visitor management and presence control 88% of FY20 YTD revenue sourced outside Australia and serviced by well established

• ffices in Australia, Asia, North America,

and Europe RightCrowd’s two innovation areas (Presence Control & Cyber Security) are now successfully deployed at client sites with accelerating market opportunities FY19 sales revenue of $9.4m (70% growth) FY20 H1 sales revenue of $6.0m (36% growth)

RightCrowd core business unit closing in on cashflow break-even Market opportunity for new innovations appear to be being brought forward in current environment

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Contact

Peter Hill CEO peter.hill@rightcrowd.com

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The information in this Company presentation has been prepared by RightCrowd Ltd (“RightCrowd” or the “Company”) for the exclusive use of the party to whom the Company delivers this presentation (“Recipients”). The purpose of this presentation is to provide the Recipient with general information concerning the Company. This Company presentation is confidential. Its disclosure, use, reproduction, storage and transmission is not permitted without the written consent of the Company. The Company and the Company’s advisors (including their respective directors, partners, consultants and the employees, related bodies corporate, the directors, shareholders, managers, partners, employees or agents of them) (Information Providers) are not under any obligation to correct, update or revise this Company presentation or any written or oral communications transmitted to the Recipient. This presentation is provided to the Recipient for information only. It is not to be considered as a recommendation by the information providers that a Recipient invest in the Company or acquire an asset of the Company, or that the investment is a suitable investment for the Recipient. This Company presentation does not constitute investment, accounting, financial, legal or tax advice. The Information Providers do not make any representation or warranty (express or implied) as to the accuracy, reliability, reasonableness or completeness of the contents of this presentation. To the maximum extent permitted by law, the Information Providers expressly disclaim all liability, and the Recipient releases them from any claim, (whether arising from negligence or otherwise) for, or based on, or relating to information (including any estimates) contained in this presentation,

• r for any errors in, or omissions from, this presentation or for any written or oral communications transmitted to the Recipient, except for any liability which cannot

be excluded as a matter of law. This Company presentation may include certain statements, estimates or projections with respect to the anticipated future performance of the Company, the projects, or both. Those statements, estimates or projections are based on assumptions about future events and management actions that may not necessarily take place and are subject to significant uncertainties, many of which are outside the control of the Company. Those assumptions may, or may not, prove correct. No representation is made as to the accuracy of those statements, estimates or projections. Each Recipient should make its own enquiries and investigations regarding the assumptions, uncertainties and contingencies which may affect the future operations of the Company, and the impact that different future

• utcomes may have on the Company.

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