Dorsavi Ltd. · ASX:DVL
Dorsavi — Investor Presentation (November 2018)
16 slides from Dorsavi's investor presentation, Nov 14, 2018
Slide 1: Inspiring the World to Move Well - Investor Update November 2018
For personal use only INSPIRING THE WORLD TO MOVE WELL INVESTOR UPDATE NOVEMBER 2018
Slide 2: Disclaimer
DISCLAIMER // 2 This presentation does not constitute investment, legal, taxation or other advice and the For personal use only presentation does not take into account your investment objectives, financial situation or particular needs. You are responsible for forming your own opinions and conclusio
Slide 3: Investment Highlights
// 3 INVESTMENT HIGHLIGHTS • Workplace injury market – serious, nonfatal workplace injuries amount to $60 billion in direct U.S. workers’ For personal use only Large & Attractive compensation costs per year1 Markets • Clinical market - total cost of back pain in the United States is between $100–200
Slide 4: Business Update
// 4 BUSINESS UPDATE For personal use only • Successfully building recurring revenue via SaaS (Software as a Service) model in both the clinical and workplace markets • Q1 FY19 recurring revenue was $304k compared to $180k in prior corresponding period (PCP), up 69% • Strong cash receipts for Q1 FY1
Slide 5: Recurring Revenue Growing
// 5 RECURRING REVENUE GROWING For personal use only Increases attributed to: • Transition from contract revenue to recurring SaaS model • Launch of Professional Suite in clinical market in US in June 2018 • Increased uptake of myViSafe in the workplace market
Slide 6: Clinical Product Adoption Ramping
// 6 CLINICAL PRODUCT ADOPTION RAMPING • ViMove2 launched in For personal use only Australia and UK in FY18 • Professional Suite launched in the US in June FY18 • Strong retention in US market (>90%) • FDA cleared • Reimbursement using existing CPT codes • Excellent word of mouth driving referral sa
Slide 7: Building Recurring Revenue in Workplace Market
// 7 BUILDING RECURRING REVENUE IN WORKPLACE MARKET • Clients migrating from pilots to full For personal use only deployment using myViSafe – Visy Board’s successful pilot at one location, now rolling out to 15 locations nationally – Fenner started in UK and has expanded to the US, India and China.
Slide 8: A Movement Lab in Your Pocket
// 8 A MOVEMENT LAB IN YOUR POCKET For personal use only
Slide 9: The Workplace Market
// 9 THE WORKPLACE MARKET • The direct cost of nonfatal workplace For personal use only injuries amount to $60 billion in USA • Musculoskeletal injuries represent the largest proportion of workplace injuries • Organisations have a legal obligation to mitigate and measure injury risk, and to continua
Slide 10: The Safety Challenge
// 10 THE SAFETY CHALLENGE For personal use only Workplace health and safety professionals are faced with a range of business problems and opportunities. • What will deliver the best ROI? • How can this decision be made with confidence? • Do I have valid and relevant data for decision making?
Slide 11: Bringing Innovation to Workplace Safety
// 11 BRINGING INNOVATION TO WORKPLACE SAFETY For personal use only
Slide 12: Workplace Sales & Marketing Focus
// 12 WORKPLACE SALES & MARKETING FOCUS • Objectives For personal use only – Increase awareness in key industries – Leverage existing customer success to accelerate market adoption – Profile industry role models – Increase recurring revenue – Transitioning existing customers (ViSafe to myViSafe) • T
Slide 13: The Clinical Market
// 13 THE CLINICAL MARKET • Many diverse opportunities For personal use only in the clinical markets • Physical Therapists / Physiotherapist / Chiropractors – more than 300,000 treating professionals in the US alone • Pre and post surgery patient monitoring, in the US alone there are 1.6 million lar
Slide 14: Key Features of Our Clinical Solution
// 14 KEY FEATURES OF OUR CLINICAL SOLUTION FAST AND INTERACTIVE IPAD SYSTEM For personal use only • Intuitive, easy to use software that presents data directly received from the sensors • Fast set-up and assessment time ENHANCED CLIENT RELATIONSHIP • Provides unique insights into client movement •
Slide 15: Clinical Sales & Marketing Focus
// 15 CLINICAL SALES & MARKETING FOCUS Objectives For personal use only • Target large multi-site networked physical therapy clinics in the US • Remove perceived ‘big decision’ barriers • Shorten sales cycle • Reduce sales involvement • Move devices in higher volume • Build critical mass to allow us
Slide 16: Upcoming Newsflow
// 16 UPCOMING NEWSFLOW • Workplace For personal use only – Referral agreements with US insurers to enhance distribution channels in the US – Relationships with large US physical therapy groups who are delivering services into the workplace market further enhancing our US distribution channels • Cli