Gatekeeper Systems, Inc. · TSXV:GSI

Gatekeeper Systems — Investor Presentation (January 2026)

21 slides from Gatekeeper Systems's investor presentation, January 2026

  1. Slide 1: Investor Presentation

    Investor Presentation January 2026

  2. Slide 2: Disclaimer on Forward Looking Statements

    DISCLAIMER ON FORWARD LOOKING STATEMENTS Certain statements made in this presentation that are not historical facts are forward-looking statements within the meaning of securities laws. Forward-looking statements in this presentation include, but are not limited to, information with respect to the d

  3. Slide 3: We are a leader in mobile vehicle video safety solutions

    We are a leader in mobile vehicle video safety solutions Using intelligent video and data, Gatekeeper provides a safer transportation environment for children, passengers, and drivers across multiple transportation modes

  4. Slide 4: Gatekeeper at a Glance

    GATEKEEPER AT A GLANCE A leading provider of AI-powered video and data management systems for transit and school bus fleets Total Revenue (C$ millions, FY end Aug 31) 38 32 28 20 20 17 >200,000 22% $43.8M 8 14 Devices 7-Year Revenue CAGR Contracts Announced Deployed (FY2018-FY2025) Since Sept 1, 202

  5. Slide 5: Large and Growing Market

    LARGE AND GROWING MARKET Multiple growth drivers underpin continued growth in mobile video solutions over the coming decade Mobile Surveillance System Market Size Strong Tailwinds Drive Market Growth (US$ billions) Robust Domestic School Bus Production: ~40,000 new school buses manufactured each yea

  6. Slide 6: A Comprehensive Suite of Mobile Video Solutions & Services

    A COMPREHENSIVE SUITE OF MOBILE VIDEO SOLUTIONS & SERVICES End-to-end hardware, solutions, and hosted services for School Buses and Public Transit Vehicles HARDWARE SOLUTIONS HOSTED SERVICES • Interior & exterior cameras • Student & pedestrian protection • U.S. cloud-based data center • Stop-arm cam

  7. Slide 7: Safety, Security & Enforcement

    SAFETY, SECURITY & ENFORCEMENT Our solutions serve multiple use cases from enhancing safety to reducing fraudulent claims and empowering law enforcement ✓ 360-degree live monitoring Internal / Student Automated ✓ Enhanced student & External Video, Protector / Citation Automated Lane pedestrian safet

  8. Slide 8: Accelerating Demand for Hosted Services with Assets in Place to Scale

    ACCELERATING DEMAND FOR HOSTED SERVICES WITH ASSETS IN PLACE TO SCALE • Rising demand for hosted solutions across school & transit verticals • Fleet managers increasingly want real-time fleet-wide wireless connectivity • AI tools utilized to screen through enormous amounts of video to quickly assist

  9. Slide 9: Platform-as-a-Service Business Model

    PLATFORM-AS-A-SERVICE BUSINESS MODEL Onboard Video Devices Mobile Data Collectors Cloud Based Data Center ~200,000 installed At-the-edge video processing AI-assisted video analytics & Onboard vehicle “black box” storage Video Management LTE Wireless Hosted Services Data Per bus, per month video anal

  10. Slide 10: Servicing Public Entities Across North America

    SERVICING PUBLIC ENTITIES ACROSS NORTH AMERICA We service thousands of school districts and some of the largest public transit authorities in the world SCHOOL BUS PUBLIC TRANSIT 3,500+ 60+ Customers Customers ~25% Includes some of the largest U.S. market share U.S. transit authorities TSX-V:GSI | OT

  11. Slide 11: Strong Customer Profile

    STRONG CUSTOMER PROFILE Partnering with some of North America’s largest and most reliable transportation networks School Districts Transit Authorities School Bus Departments of Education Municipal Transport Depart. Transit Fleet Operators City Transit Commissions Vehicle OEMs & Bus Dealers Vehicle O

  12. Slide 12: Increase in System Complexity Driving Rising System Prices

    INCREASE IN SYSTEM COMPLEXITY DRIVING RISING SYSTEM PRICES • Over the past decade, transportation systems have evolved Increase In Average School Bus System Price significantly to meet growing demand for advanced safety and $8,000 connectivity solutions • Rising complexity, from cameras to hosted da

  13. Slide 13: Recent Contract Wins Mark an Inflection Point in Transit

    RECENT CONTRACT WINS MARK AN INFLECTION POINT IN TRANSIT SEPTA projects validated Gatekeeper’s technology and allowed them to win progressively larger transit opportunities • First major transit contract awarded in 2018 Transit contract announcements during 2025: • Multiple contract extensions since

  14. Slide 14: Landmark MTA Contract Signals a New Era of Growth

    LANDMARK MTA CONTRACT SIGNALS A NEW ERA OF GROWTH The busiest commuter railroad in North America carrying 250,000 customers each weekday across 947 trains The Largest Sept $27M Transit 2025 Contract Authority in • US$19.55 million (C$27 million) project for audio visual the U.S. recording monitoring

  15. Slide 15: Alstom OEM Contract Announced Oct 2025

    ALSTOM OEM CONTRACT ANNOUNCED OCT 2025 Gatekeeper selected to be the OEM factory-installed video provider for Alstom’s Light Rail in North America Alstom October ~$7.5M OEM Video 2025 Contract Transit • Gatekeeper selected as the video system provider for Provider Alstom’s new light rail range in No

  16. Slide 16: Toronto Transit Commission (TTC) Project

    TORONTO TRANSIT COMMISSION (TTC) PROJECT Pilot project focused on improving pedestrian safety with large opportunity for further implementation Automated Feb Pilot Streetcar 2025 Project Enforcement Automated Streetcar Enforcement System (ASES) System • AI-assisted video analytics and automated tick

  17. Slide 17: New Integrations with Major Systems Providers to Accelerate Growth

    NEW INTEGRATIONS WITH MAJOR SYSTEMS PROVIDERS TO ACCELERATE GROWTH School Direct Sales • Gatekeeper’s direct sales team Buses Established OEMs • Agreements with OEMs for pre-installation of Established video and MDC equipment with marquee clients Direct Sales • Gatekeeper’s direct sales team Establi

  18. Slide 18: Major Regulatory Acts Accelerating Adoption

    MAJOR REGULATORY ACTS ACCELERATING ADOPTION Announced Feb 2025, all new school buses must be Announced Oct. 2023, the Federal Railroad Administration rule equipped with perimeter visibility systems as of Nov requires inward and outward facing image recording devices 1, 2027 on all passenger trains a

  19. Slide 19: Strong Track Record of Financial Growth

    STRONG TRACK RECORD OF FINANCIAL GROWTH 1-Year Stock Chart (TSX-V: GSI) Recent Price $2.00/sh Shares O/S 110.4m Stock Options 4.8m Market Cap ~$230m Recent Financing $13.5m gross proceeds $2.10/sh. (Nov 13, 2025) TSX-V:GSI | OTC:GKPRF 19

  20. Slide 20: Multifaceted Strategy to Drive Continued Growth

    MULTIFACTED STRATEGY TO DRIVE CONTINUED GROWTH Leveraging major customer wins, 3rd party integrations and hosted services to drive sustained expansion Land & Expand New Customers Hosted Services Integrations & OEMs Acquisitions • Continue to expand • Accelerate new logo • Continue to leverage • Inte

  21. Slide 21: Senior Management and Board of Directors

    SENIOR MANAGEMENT AND BOARD OF DIRECTORS Management Team Board of Directors Doug Dyment Kelsey Chin Jeff Gruban Doug Dyment Charlie David Hamish President & CFO VP Sales Director & Bruce Stumpo Dobson CEO Transit Chairman Director Director Director Gatekeeper Systems Gatekeeper Systems Investor Cont

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