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

For personal use only NWR Small Cap Virtual Conference RCW:ASX | 26 March 2020

Agenda For personal use only Covid-19 Update RightCrowd Market Financial Information Summary

Covid-19 Update For personal use only RightCrowd overseas office locations – COVID-19 impact 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 operating in a “work from home” environment. Most client deliverables and support Ghent, Belgium Seattle, US • 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 • Manila, PH NY / NJ, US created for RightCrowd innovations. 3

Agenda For personal use only Covid-19 Update RightCrowd Market Financial Information Summary

About RightCrowd For personal use only Existing Enterprise Business Systems Existing Physical Security Creating safe, secure and compliant workplaces by managing the access and presence of people. 5

The Market – Evolution and Convergence For personal use only Opportunity for Electronic locks and badges Mechanical integrated Attribute- Physical Access Control locks and based Physical Access & Systems (PACS) keys Presence Control Physical security very little identity software innovation CONVERGED PHYSICAL AND LOGICAL ACCESS CONTROL Logical security Identities and access Centralised Access Role-based Access Attribute-based Access rules baked into systems Control Lists Control Systems Control Systems and applications (ACL) (RBAC) (ABAC) 6

Strategically Positioned For personal use only RightCrowd is well positioned to capitalise on the emerging Enterprise Security Risk Management (ESRM) market LIMITATIONS Siloed systems Siloed internal processes ENTERPRISE Siloed safety, security and SYSTEMS compliance >$100 BILLION PA ESRM MARKET • Physical security and IT convergence IMPACT RightCrowd is at the tip of • the industry’s technology PHYSICAL Compromised safety, transformation CYBER SECURITY security and compliance SECURITY INDUSTRY Unexplored improvement INDUSTRY Currently, only a few • potential companies addressing >$100 BILLION PA >$100 BILLION PA this market 7

RightCrowd Product Offering – Core For personal use only Workforce Visitor Management Management Ensures continuous validation The enterprise standard for Visitor that everyone on site is right. Management. On-boarding and access Remove the queue management Improve hosting Competencies and experience certifications Making visitors part of Time on-site evacuation management Efficient lobby Fatigue management operations Random drug and Big group, no problem alcohol testing Automated access See the big picture revocation 8

RightCrowd Product Offering – New Products For personal use only Evacuation Presence Management Access Analytics Control Real-time evacuation headcount for Presents the health of access Providing companies the next layer of everyone on site. compliance in a single view. physical security. Flexible configuration Integrates with any access Digital badgeholders and deployment control or business system Visualise physical Continuous visibility Cover every location security Leverage existing PACS Simplified compliance Continuous visibility infrastructure reporting Flexible deployment Automated data Frictionless evacuation model collection Mobile App allows two- Improve emergency Dynamic audit way zone notifications to response generation users and security Monitor security issues Eliminate muster Tethering of visitors in real-time stations 9 9

RightCrowd Product Strategy – Physical Security For personal use only Learning Management IT / HR Business Systems Systems Systems USERS LOCATIONS RightCrowd Employee Portal Admin Portal Rules & Workflow Contractor Portal Security Officer Engine Visitor Portal Physical Access Control System Integrated Attribute-based Access and Presence Control Phone Security Existing app wearable badges 10

Channel opportunities For personal use only PARTNERING WITH THE WORLD’S LARGEST PHYSICAL ACCESS CONTROL SYSTEM COMPANIES, THAT CONTROL ~70% OF THE GLOBAL MARKET. Successfully built trust resulting Majority of large Integrating with and holding long- RightCrowd’s partners have in growing number of organisations run term partnerships with leading their hardware in several opportunities that will provide a access control from one global security firms provide hundred thousand long tail of revenue of these vendors RightCrowd strong growth potential environments RightCrowd is in the early growth phase of a very large, relatively untapped market as the physical security sector progresses along the digitisation path. 11

RightCrowd – Presence Control Concept For personal use only 12

Presence Control – Social Distancing Monitoring within the Enterprise Social interaction events For personal use only are passed on to Gateway “ 098F7ED324199715, R&D 2020-03-17T15:10:50.518Z, RSSI -47 ” Zone Solution continuously keeps track of where people 2 metres are (by zone) as well as who they come close to 13

Agenda For personal use only Covid-19 Update RightCrowd Market Financial Information Summary

Customer Base For personal use only Diversified Customer Market Segments Very high (by number of customers) client retention Convention Centers Energy Entertainment Convention Centers Research 1% 3% Retail Pharmaceutical 3% 8% Energy 15% Entertainment Finance Government Healthcare 3% Mining 13% Finance 12% Research Hi-Tech Industrial Logistics Higher Education 4% Government 5% Industrial 16% Healthcare Hi-Tech 3% 11% Retail Logistics Mining Pharmaceutical Higher Education 3% 15

We are growing strongly with majority of revenue offshore For personal use only 14 80 2019 Revenue by Region 70 12 60 2018 Revenue by Region 13+ 10 Market Cap (A$m) Revenue (A$m) 49 Australia 50 17% 8 43 40 38 40 Australia EMEA 26% 6 EMEA 9.4 North North America 17% 30 4% America 60% 63% 4 20 Latin 5.5 America 4.2 Latin America 2 7% 10 6% 0 0 FY17 FY18 FY19 FY20 Target Sales Revenue Market Cap 88% of H1 FY20 Increasing proportion of revenue Strong global sales revenue revenue offshore, highly diversified relating to recurring software growth since 2017 IPO industries and geographies revenue and license fees 16

Agenda For personal use only Covid-19 Update RightCrowd Market Financial Information Summary

Summary For personal use only 88% of FY20 YTD revenue sourced outside FY20 guidance of at least $13.0m FY19 sales revenue of $9.4m (70% growth) Australia and serviced by well established Continuing to evaluate any impacts (both FY20 H1 sales revenue of $6.0m (36% growth) offices in Australia, Asia, North America, positive and negative) due to pandemic and Europe RightCrowd’s two innovation areas Cashflow break-even for the CORE Current pandemic has led to new uses (Presence Control & Cyber Security) are business projected by end FY20 of RightCrowd products being now successfully deployed at client sites requested around visitor management with accelerating market opportunities and presence control RightCrowd core business unit closing in on cashflow break-even Market opportunity for new innovations appear to be being brought forward in current environment 18

For personal use only Contact Peter Hill CEO peter.hill@rightcrowd.com