Red Cat Holdings, Inc. · NASDAQ:RCAT
Red Cat — Investor Presentation (October 2020)
33 slides from Red Cat's investor presentation, Oct 5, 2020
Slide 1: Red Cat Holdings: Investing in the future of drones
RED CAT HOLDINGS Investing in the future of drones Stock Symbol OTC: RCAT Red Cat Holdings, Inc. (OTC: RCAT)
Slide 2: Disclaimer
Disclaimer During the course of this presentation, we may make statements which are considered “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our future performance, goals and growth. Forward-looking statements
Slide 3: Company Overview
Py minimis NIA Company Overvie To provide simple, secure blockchain-based distributed storage, analytics and software to service the drone industry. O05" incur OOwc nCiuny 4 7 Wh RED CAT HOLDINGS Le 4 Red Cat Holdings, Inc. (OTC: RCAT)
Slide 4: The Drone Market Size
The Drone Market Size Over $100en Source: PwC RED CAT HOLDINGS Investing in the uture of drones Red Cat Holdings, Inc. (OTC: RCAT)
Slide 5: Problem
Problem » Regulators do not have tools to track or review flight data » Insurance Companies need data to insure drones » Pilots need an easy to use system to become compliant with regulators » Fleet managers needs easy to use analytics platform to improve fleet performance yy RED CAT HOLDINGS Invest
Slide 6: Dronebox: Encrypted Storage and Analyzation
Ly, DRONEBO» Encrypted Storage and Analyzation
Slide 7: Red Cat's simple and secure blockchain-based black box storage
Red Cat’s simple and secure blockchain-based black box storage, analytics and services can provide answers. We integrate several separate systems into one easy to use platform. We make drones accountable and the skies a safer place. RED CAT HOLDINGS
Slide 8: Where all your data comes together
Where all your data comes together Synchronizes separate silos e ©: of data into one easy to use product ay iY Secure and encrypted Ee] allowing compliant :@: operations Open Source architecture integrates into any application Par Q ‘lal SY RED CAT HOLDINGS Red Cat Holdings, Inc. (OTC: RCAT)
Slide 9: Dronebox
DRONEBOX % Encrypted Storage and Analyzation Red Cat's easy to use flight log system keeps you compliant with regulators and helps track important maintenance information for your drone fleet. Lr RED CAT HOLDINGS Investing in the future of drones Red Cat Holdings, Inc. (OTC: RCAT)
Slide 10: Dronebox: Encrypted Storage and Analyzation
eo DRONEBOX Encrypted Storage and Analyzation eee b poorer " . 0 DRONEBOX RED CAT HOLDINGS Investing in the future of drones Red Cat Holdings, Inc. (OTC: RCAT) 40
Slide 11: Competition
Competition CoE Skyward Recently bought by Air Data Skytrex DRONEBOX Verizon Wireless Blockchain-based v distributed storage GPS Logging Vv v v v Pilot Logs Vv v v Flight Plans Vv v Maintenance Logs v v (very limited) Token based v Black-Box Analytics v Thrust Engine™with Al v Pilot Social Networkin
Slide 12: Competitive Advantages
Competitive Advantages - Patent Pending blockchain-based Cloud Architecture - Drone Agnostic - ONE easy to use system for analytics and services - Partnerships with largest drone equipment suppliers + Intellectual Property agreement with UPR MayagUez - Cost of Engineering 40% less than mainland US -
Slide 13: Customer Acquisition
Customer Acquisition + Loved by early adopters, top pilots/beta users (natural Influencers) ¢ Free Accounts for Race and Freestyle Pilots ¢ Viral Elements: Social pilot interaction, share analytics, drone video ¢ Partnerships: Low Cost Customer Acquisition (E.G. recent partnership with Rotor Riot) V
Slide 14: Business Model Summary
Business Model Summary Race and Freestyle Pilots SMB / Drone Service Providers Platform / Enterprise amazon —"PrimeAir Revenue Model: Revenue Model: Revenue Model: . Per-Drone monthly Freemium Custom quote revenue license A RED CAT HOLDINGS Investing in the future of drones Red Cat Holdings, Inc. (O
Slide 15: Meet Our Team
JEFF THOMPSON CEO | Red Cat MEET OUR TEAM Proven experience and talent JOSEPH HERNON CFO | Red Cat Red Cat Holdings, Inc. (OTC: RCAT) CHAD KAPPER CMO | Red Cat RED CAT HOLDINGS Investing in the future of drones is
Slide 16: Jeff Thompson, CEO
EXPERIENCE IN JEFF THOMPSON | CEO Thompson is a serial tech entrepreneur with a long track record of founding and leading companies from the startup phase to successful exits and IPOs. His background is in the telecom space, where he founded EdgeNet, a private Internet Service provider (ISP), which
Slide 17: Joseph Hernon, CFO
EXPERIENCE IN JOSEPH HERNON | CFO Hernon is a Certified Public Accountant with a Master's in Accountancy, from Bentley University. He also has experience being a member of management teams that have raised more than $300 million through debt and equity financings. As a Chief Financial Officer of 4 p
Slide 18: Chad Kapper, CMO
EXPERIENCE BUILDING BRANDS CHAD KAPPER | CMO With more than 25 years of media and marketing experience, Kapper created two of the most successful brands in the drone industry. Flite Test and Rotor Riot have almost 2 million subscribers and the content has been viewed more than 300,000,000 times worl
Slide 19: Investment Highlights
Investment Highlights Proprietary technology and big data investment opportunity addressing a significant problem in the drone industry Patent pending Blockchain-based architecture Disciplined, accretive acquisitions Experienced management team with successful financial and technology background A R
Slide 20: Wholly owned subsidiaries of Red Cat Holdings
RED CAT HOLDINGS Investing in the future of drones @) eo FAT SIJARK ROTOR RIOT DRONEBOX $2.5M $7.5M Wholly owned subsidiaries of Red Cat Holdings, Inc. Red Cat Holdings, Inc. (OTC: RCAT) 20
Slide 21: Rotor Riot
rn ®@) roo @ ROTOR RICT A wholly owned subsidiary of Red Cat Holdi
Slide 22: Mission
MISSION To make the rapidly growing drone enthusiast market accessible to.anyone by. providing the most fulfilling products, services and solutions to overcome the barriers:to entry. WZ. . L< 1 ~ w LL Sees Red. Cat Holdings;slnc (OFCSRCAT)
Slide 23: Online Retail
Online Retail Rotor Riot is at the center of the high performance drone market. Since its inception, Rotor Riot has consistently published episodes of its YouTube show, earning nearly 200,000 subscribers:and over 25 million total views. Enthusiasts shop Rotor Riot’s online store for the ready-to-fly
Slide 24: Original Products
ORIGINAL PRODUCTS Hypetrain Motors provide reliable, high quality powertrain choices for FPV Drone Pilots who want to push the limits of what’s possible. I ti 7; = Red Cat Holdings, Inc. (OTC: RCAT) i
Slide 25: Online Retail
Online Retail ‘DIGI WHOOE, uilt FPV Drones a (Pre-Order) CL1 Budget Build Built and Tuned Jor Riot Digiwhoop - Built and $349.99 From $299 _ © Pre-Order Filters Manufacturer ¥ View alt Built and Tuned (Pre Order) Rotor Riot DJI Cinewhoop - Built and Tuned From $599 © Pre-Order (Pre Order) Skyetiner
Slide 26: Game Controller
Game Controller —... The Rotor Riot Drone and Game 4¢4 / rn Controller is approved by Apple for iOS ee and USB-C devices. It is a full sized, fully y = : functioning controller for mobile use. +} Available in the APPLE STORE NOW! Accessories Rotor Riot Wired Game A Controller : ‘ !
Slide 27: Rotor Riot team pilot won the 2019 DRL World Championship
Rotor Riot team pilot Alex Vanover won ‘the 2019 DRL World Championship en NBC. ‘His signature’ Rotor Hypetrain. motors are, popular With FPV racers, Senrere. to his level of skill and COmPeIan: as 5 Red Cat Holdings, Inc. (
Slide 28: Revenue Growth Since Acquisition
Revenue Growth Since Acquisition 27% ff Red Cat Holdings, Inc. (@TC: RCAT}
Slide 29: Social Media
Social Media ® YouTube {§ Instagram {§ Facebook 200,000 150,000 100,000 50,000 RED CAT HOLDINGS Investing in the future of drones Red Cat Holdings, Inc. (OTC: RCAT}
Slide 30: Social Media
Social Media You(iiit) Over 25 Million views! Rotor Riot 190,000 ge) 4 Get FPV 7,800 RaceDayQuads } 1,400 0 50,000 100,000 150,000 Subscribers RED CAT HOLDINGS Investing in the future of drones Red Cat Holdings, Inc. (OTC: RCAT) 30
Slide 31: Social Media
Social Media @ Rotor Riot Get FPV RaceDayQuads 0) 20,000 40,000 Followers RED CAT HOLDINGS Investing in the future of drones Red Cat Holdings, Inc. (OTC: RCAT) 31,
Slide 32: Social Media
Social Media us @) Rotor Riot ® Get FPV RaceDayQuads te) 10,000 20,000 30,000 Members RED CAT HOLDINGS Investing in the future of drones Red Cat Holdings, Inc. (OTC: RCAT) 32
Slide 33: Stock Symbol
RED CAT HOLDINGS Investing in the future of drones Stock Symbol OTC: RCAT Red Cat Holdings, Inc. (OTC: RCAT) 33
Red Cat Holdings — Investor Presentation (October 2020) on 6ix