JCURVE SOLUTIONS LTD - Investor Presentation 2019

JCurve Solutions (JCS)

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www.jcurvesolutions.com

Investor Presentation and Market Update Webinar 30 July 2019 at 11am

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ASX: JCS

JCURVE SOLUTIONS IMPORTANT INFORMATION

Disclaimer

The information outlined in this webinar presentation (“Presentation”) has been prepared by JCurve Solutions Limited (“the Company”) and is delivered for informational purposes only.

The Company has prepared the Presentation Materials based on information available to it at the time of preparation. No attempt has been made to independently verify the information contained in this Presentation. The Presentation does not purport to contain all information that a prospective investor may require. While the information contained herein has been prepared in good faith, neither the Company nor its shareholders, directors, officers, agents, employees, or advisors give, has given or has the authority to give, any representations or warranties (express or implied) as to, or in relation to, the accuracy, reliability or completeness of the information in this Presentation, or any revision thereof, or of any other written or oral information made or to be made available to any interested party or its advisors (all such information being referred to as “information”) and liability therefore is expressively disclaimed. Accordingly, neither the Company nor any of its shareholders, directors, officers, agents, employees or advisors take any responsibility for, or will accept any liability whether direct or indirect, express or implied, contractual, tortuous, statutory or otherwise, in respect of the accuracy or completeness of the information or for any of the opinions contained herein or for any errors, omissions or misstatements or for any loss howsoever arising from the use of this Presentation. In furnishing this Presentation, the Company does not undertake or agree to any obligation to provide the recipient with access to any additional information or to update this Presentation or to correct any inaccuracies in, or omissions from, this Presentation which may become apparent.

This Presentation should not be considered as the giving of investment advice or recommendations by the Company or any of its shareholders, directors, officers, agents, employees or advisors. Each party to whom this Presentation is made available must make its own independent assessment of the Company after making such investigations and taking such advice as may be deemed necessary. In particular, any estimates or projections or opinions contained herein necessarily involve significant elements of subjective judgement, analysis and assumption and each recipient should satisfy itself in relation to such matters.

This Presentation may contain “forward looking statements”. Where the Company expresses or implies an extension or belief as to future events or results such expectation or belief is expressed in good faith and believed to have reasonable basis. However, “forward looking statements” are subject to risks, uncertainties and other factors, which could cause actual results to differ materially from future results expressed, projected or implied by such “forward looking statements”. The Company does not undertake any obligation to release publicly any revisions to any “forward looking statement” to reflect events or circumstances after the date of this Presentation or to reflect the occurrence of unanticipated events, except as may be required under applicable laws.

All forward looking statements, forecasts and projections contained in this Presentation are qualified by the foregoing cautionary statements. Recipients are cautioned that forward looking statements are not guarantees of future performance and accordingly recipients are cautioned not to put undue reliance on forward looking statements due to the inherent uncertainty therein.

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS INTRODUCTION

Today’s Speakers

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Stephen Canning Chief Executive Officer [email protected]

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James Aulsebrook Chief Financial Officer [email protected]

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS RECENT ASX ANNOUNCEMENTS

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ASX: JCS

https://www.asx.com.au/

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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 4

JCURVE SOLUTIONS SUMMARY OF ASX ANNOUNCEMENT - 29 JULY 2019

Our Company Financial Performance FY2019

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Cash Balance
$4.5M $4.8M
as at 30 June 2018 as at 30 June 2019
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Our preliminary unaudited statutory results are in line with January 2019 guidance released

Measure FY2018 Actual FY2019 Updated Guidance FY2019 Preliminary Unaudited Result ()() Sales Income () $12.6 M Range: $13.0 M to $14.0 M $12.3 M Revenue $11.9 M Range: $12.0 M to $13.0 M $12.6 M EBITDA $1.0 M Range: $0.7 M to $0.9 M $0.8 M NPBT $0.9 M Range: $0.5 M to $0.7 M $0.6 M	Measure FY2018 Actual FY2019 Updated Guidance FY2019 Preliminary Unaudited Result ()() Sales Income () $12.6 M Range: $13.0 M to $14.0 M $12.3 M Revenue $11.9 M Range: $12.0 M to $13.0 M $12.6 M EBITDA $1.0 M Range: $0.7 M to $0.9 M $0.8 M NPBT $0.9 M Range: $0.5 M to $0.7 M $0.6 M	Measure FY2018 Actual FY2019 Updated Guidance FY2019 Preliminary Unaudited Result ()() Sales Income () $12.6 M Range: $13.0 M to $14.0 M $12.3 M Revenue $11.9 M Range: $12.0 M to $13.0 M $12.6 M EBITDA $1.0 M Range: $0.7 M to $0.9 M $0.8 M NPBT $0.9 M Range: $0.5 M to $0.7 M $0.6 M
Sales Income (*)	$12.6 M	Range: $13.0 M to $14.0 M
Revenue	$11.9 M	Range: $12.0 M to $13.0 M
EBITDA	$1.0 M	Range: $0.7 M to $0.9 M
NPBT	$0.9 M	Range: $0.5 M to $0.7 M

(*) Not revenue as per the accounting standards and not reported in the statutory financial results

(**) The preliminary results outlined above are still subject to year-end audit

(***) R&D is expensed as incurred under the Company’s accounting policies. The above results include $0.4 million of expensed R&D salaries and wages

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

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JCURVE SOLUTIONS SUMMARY OF ASX ANNOUNCEMENT - 25 JULY 2019

Asian Expansion Strategy Update

Establishment of a delivery centre of excellence to assist with the expansion of JCS operations

The relocation of the JCS CEO , Stephen Canning, to Singapore from August 2019 will allow JCS to:

Rapidly grow its ERP practice in Asia
Investigate growth opportunities including those for Riyo
Further progress several carefully selected product IP acquisition opportunities currently under investigation in Asia

JCS is still committed to continuing to grow our Australian business, as well as achieving significant growth across Asia.

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Singapore
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Australia
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS SUMMARY OF ASX ANNOUNCEMENT - 13 JUNE 2019 - Updated Company Presentation

(*) Modified version to reflect updated financial results

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 7

JCURVE SOLUTIONS OUR HISTORY

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JCurve JCS expands
1997 Stratatel 2008 STE acquires 2013 STE acquires 2016 JCS signs NetSuite 2019 into Asia through
(STE) Phoneware JCurve Solutions Solution Provider acquisition of
Solutions Founded Pty Ltd and Agreement Spectrum Group
renames and establishes a
corporate entity centre of excellence
has evolved
JCurve Solutions
Limited (ASX:JCS)
into a listed
diversified
Telecommunications Expense Management Focus Business Management Solutions Focus
solutions
JCS acquires
provider 2000 Listed on ASX 2009 Separate Private 2014 JCS acquires the 2018 Riyo software
(ASX:STE) Company JCurve Full Circle Group Platform
Solutions Pty Ltd
signs International
Reseller Agreement
with NetSuite
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS OUR BOARD

JCurve Solutions is led by an experienced Board of Directors

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Bruce Hatchman
Non-Executive Chairman
Appointed November 2014
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/bruce-hatchman
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Mr Hatchman is an experienced Board Director having being appointed Chairman of Consolidated Operations Group Limited, Darwin Clean Fuels Limited, dwp International Limited and various other privately held businesses. He is a qualified Chartered Accountant and member of the Australian Institute of Company Directors. Mr Hatchman was a founding partner of Crowe Horwath and its former Chief Executive. That role included overall operational responsibility together with developing and executing a growth strategy that resulted in revenues and profits growing by 500%. Further activity included Merger & Acquisition assignments for firm clients including national iconic brands.

David Franks Non-Executive Director & Secretary Appointed September 2014

/david-franks

Mr Franks joined the company in 2014 as Company Secretary/Non-Executive Director. With over 25 years’ experience in finance and accounting, Mr Franks has been CFO, Company Secretary and/or Director for numerous ASX listed and unlisted companies in a wide range of industries.

Mr Franks is a Chartered Accountant, Fellow of the Financial Services Institute of Australia, Fellow of the Governance Institute of Australia, Justice of the Peace, Registered Tax Agent and holds a Bachelor of Economics (Finance and Accounting) from Macquarie University.

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Mark Jobling
Non-Executive Director
Appointed April 2015
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/mark-jobling
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Mr Jobling is a substantial shareholder of the Company and holds a Bachelor of Economics and Bachelor of Laws (Hons) from Monash University. Mr Jobling manages investments in a diverse range of industries including power technology and angel investing in Asian start-up companies and is currently based in Hong Kong. He began his career as a commercial lawyer with Mallesons Stephen Jaques in Australia and went on to hold senior executive roles in multi-billion dollar companies, including Managing Director of South East Asia and Taiwan for CLP Holdings Limited, and CEO of OneEnergy Limited, a CLP/Mitsubishi Corporation joint venture in Asia.

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS OUR TEAM

JCurve Solutions is led by experienced Senior Executives

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Stephen Canning
Chief Executive Officer
Appointed EMT January 2015
/stephengcanning
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Responsible for the strategic business direction, building a high performing team and overall business growth, both organically and through acquisition.

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Katrina Doring
Chief Operating Officer
Appointed EMT July 2016
/katrina-doring
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Responsible for delivering operational excellence, driving productivity gains and cost-efficiencies as the business continues to scale.

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James Aulsebrook
Chief Financial Officer
Appointed EMT April 2016
/james-aulsebrook
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Responsible for the financial performance and stability of the company, financial reporting, treasury, due diligence, HR and legal activities.

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Peter Choo
Product Strategy Director
Started at JCS October 2015 &
appointed EMT October 2017
/peterchoo
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Responsible for product strategy and matching roadmaps to meet customer needs, with a focus on customer acquisition and on-boarding.

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Kate Massey
Chief Marketing Officer
Started at JCS September 2009
& appointed EMT July 2016
/missmassey
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Responsible for driving year-on-year business growth through both sales and marketing formulating the go-tomarket strategy and successfully integrating new acquisitions.

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Arthur Fernandez
General Manager
JCS Asia
Appointed EMT December 2018
/arthur-fernandez
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Responsible for growing JCS throughout Asia as a 5 Star NetSuite Partner with a focus on successful ERP project delivery.

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS OUR PURPOSE

The “Why”

JCS is a specialist solution provider . Our whole business is based around providing an exceptional customer experience by delivering the best possible solution to our clients through market leading software applications and excellence in . service delivery

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Mission

We deliver world-class business management solutions that enable our customers to make lasting, substantial improvements to their business performance.

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Vision

To become the most trusted cloud solutions partner for growing businesses throughout the Asia Pacific region.

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 11

JCURVE SOLUTIONS OUR SOLUTIONS

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The “What”
We deliver cloud ERP Service TEMS
solutions and
services that drive
improvement
in business
performance.
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS OUR PRINCIPLES

The ”How”

Across all our solutions and services, we stick to 5 principles that determine HOW we do anything.

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01 02 03 04 05
Simplify Deliver Grow the Leverage scale Live our
complexity exceptional value of and a lower corporate
to reduce customer customers cost base to values and
effort, bring experience seamlessly ensure maintain our
operational solving pain- giving us we are cultural
efficiency points that higher competitive vitality.
and drive others can’t profit per and growing
growth. solve. customer. our
profitability.
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 13

Enterprise Resource Planning (ERP)

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CLOUD BUSINESS MANAGEMENT SOLUTIONS

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What is ERP?

ERP stands for Enterprise Resource Planning . It is integrated software to manage all aspects of a business. Every business size solutions for large, mid-sized and small, fast-growing businesses. Industry-specific functionality spanning a broad range of businesses.

Single Unified Cloud ERP Software

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 15

CLOUD BUSINESS MANAGEMENT SOLUTIONS

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Our ERP Story

In 2009, our ERP practice was born, selling a small business edition of NetSuite (JCurve ERP).

In 2016, on becoming a full NetSuite Solution Partner we significantly increased the size of the addressable target market. JCS now sells all editions of NetSuite into a wide range of industries.

In 2018 we entered the Asian market, opening an office in Singapore following the acquisition of a local Solution Partner.

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About Oracle NetSuite

NetSuite is the #1 Cloud Business Software Suite Globally
16,000 customers
NetSuite acquired by Oracle (NYSE: ORCL) for $9.6bn in 2016
NetSuite transforms how businesses operate so they can achieve their business vision

SOLUTION PROVIDER

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 16

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Our ERP Success

1 Oracle NetSuite Solution Partner globally by customer count
5-star Solution Partner which guarantees JCS receives the highest level of commissions on NetSuite edition licence sales
10-year track record of successful ERP delivery
Rapid implementation methodology
First adopters in the region of SuiteSuccess – NetSuite’s strategic product and implementation methodology
Unrivalled implementation experience
600+ ERP customers
Successfully expanded from SME to also service larger global organisations

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JCS awarded Oracle NetSuite New Business Partner of the Year 2018, delivering more new business to Oracle NetSuite than any other partner in ANZ

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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 17

CLOUD BUSINESS MANAGEMENT SOLUTIONS

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Our Model

We acquire new customers, delight them with exceptional customer experience and a world class product so that they stay with us, grow with us and buy more services and solutions from us, and refer more customers to us.

www.jcurvesolutions.com/customers

We use the following four key metrics to measure the success of our ERP practice:

ARR Deal Size Acquisition Churn Annual Average Net The number of The percentage customers and Recurring Income per New of Annual licensed users Revenue Business Sale Recurring (annualised Revenue lost licence and each year from support the customer income) renewal base

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 18

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CLOUD BUSINESS MANAGEMENT SOLUTIONS

ARR

$7,000,000

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$6,000,000
$5,000,000
$4,000,000
$3,000,000
$2,000,000
$1,000,000
$-
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Acquired on acquistion
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The annualised contracted recurring $6,000,000 revenue across the ERP contract base. This represents the net licence fees, $5,000,000 plus support.

What is driving ARR growth?

$3,000,000
• Each year we acquire more new customers $2,000,000
We sell more to existing customers
We retain our customers better

$7M

Current annualised contracted recurring revenue

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Average Net Income Per New Business Sale

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Average Net Income Per New Business Sale (AIPS)

$50,000

This is the licence commission received on NetSuite edition customers or licence fee charged for JCurve ERP customers, plus implementation fees, plus support plus any third-party products.

What is driving AIPS growth?

Increase in customer size with the sales of NetSuite editions
Increased additional modules and professional services sold

$45,000 $40,000 $43K $35,000 FY2019 $30,000 Average AIPS $25,000 $20,000 $15,000 $10,000

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$5,000
$-
2015 2016 2017 2018 2019
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 20

CLOUD BUSINESS MANAGEMENT SOLUTIONS

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Customers by NetSuite ERP Solution Edition

Customer Acquisition

Since becoming a NetSuite Solution Provider in 2016, our focus has broadened to include not only small business customers but also the larger mid-market and enterprise customers. Larger customers deliver increased ongoing revenue and are more profitable.

The majority of our NetSuite edition clients have been acquired in the last 2 years.

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700
600
Number of JCurve ERP
edition customers
500
Number of NetSuite
400 edition customers
Total of ERP
300
customers >600
200
Current # ERP
100 Customers
0
2014 2015 2016 2017 2018 2019
Number of Recurring NetSuite ERP licenses
5,000
4,000 3,000 4K+
Current #
2,000
ERP Users
1,000
-
2015 2016 2017 2018 2019
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

CLOUD BUSINESS MANAGEMENT SOLUTIONS

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Churn

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What has been driving the reduction ERP Churn by Contract Value
in long term churn? 16%
7.5%
• 14%
Our dedicated support team
FY2019 ERP
• Our local account management 12% Churn
team who are committed to
10%
ensuring customers get ongoing
value from their ERP solution 8%
• 6%
The move to larger, more stable
customers 4%
2%
0%
2015 2016 2017 2018 2019
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 22

CLOUD BUSINESS MANAGEMENT SOLUTIONS

ERP sales continue to grow while costs are flattening

Our Australian based team is at peak planned capacity
Increased use of lower cost-base highly-skilled certified resources

$14,000,000 $12,000,000

$10,000,000

$8,000,000

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$6,000,000
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$4,000,000

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ERP revenue and expenditure

Increased operational efficiencies
Scalable support through use of AI based support bots

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$2,000,000
$-
2016 2017 2018 2019 2020 (P) ()
Revenue Expenditure
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(*) Not a forecast. Reflects a future projection based on the execution of strategies outlined on this page. JCS expects that its costs will only marginally increase as future revenue increases. The numbers in the graph are not representative of the company portraying a forecast, budget or estimate.

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 23

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CLOUD BUSINESS MANAGEMENT SOLUTIONS

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We are focused on opportunities that will accelerate growth and our profitability

Thailand Our Offices Cambodia • Sydney
opportunities that SAARC • Melbourne
will accelerate MalaysiaSingapore • Singapore Indonesia • Manila
growth and our Our Territories
profitability • Australia
JCS Asia Australia • New Zealand We have established our Asian HQ in • Singapore Singapore through acquisition. • Malaysia • Thailand
JCS Philippines New Zealand • Indonesia
We have created a delivery centre of • Cambodia
excellence in Manila that will support • SAARC
our growth in Australia and across Asia.

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 24

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Why expand into Asia?

We have over 10 years experience implementing NetSuite, we see an opportunity to bring our expertise to a rapidly growing and currently immature ERP market
Diversify economic dependency
Counter the seasonality of our Australian business
Reduce our cost base
Accelerate our ERP growth. We believe JCS can do exceptionally well in Asia based on:
Our credibility as NetSuite’s #1 partner globally
The size of our team and our number of certified consultants
The credibility and reassurance that an ASX listed company brings to the Asia marketplace
Our Sales and Marketing expertise
The support of our strategic partner Oracle NetSuite

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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Partner Rollup Acquisition Strategy

We are seeking to actively rollup some of the smaller NetSuite Solution Partners in Asia when there is a compelling investment and business opportunity.

NetSuite Solution partners in Asia tend to be less mature and available to acquire at realistic valuations
An existing partner gives JCS the local presence and knowledge of the local business and cultural landscape so we can “hit the ground running”
JCS’ people, processes, systems and our credibility assists the local Solution Partner to rapidly grow through increased sales and faster delivery

• When JCS acquires another solution partner, that partner immediately becomes part of JCS 5-star NetSuite partner with corresponding higher commission level for both new business and existing business. Therefore, the existing partner’s contracted recurring revenue is immediately uplifted, underwriting part of the cost of acquisition for JCS

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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 26

CLOUD BUSINESS MANAGEMENT SOLUTIONS

JCS Philippines

We have established a presence in Manila

A talented skills base is available
We have established a delivery centre of excellence in Manila to:
Support our growth in Australia
Support our expansion into Asia
Deliver unrivalled customer experience
Deliver more services work into our existing customer base
Reduce our existing cost base

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Manila
Philippines
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 27

CLOUD BUSINESS MANAGEMENT SOLUTIONS

The Opportunity

With the people, product and resources in place in the geographic locations entered, JCS is well positioned to leverage the Asian growth opportunity

Increase our customer acquisition count
Increase the ARR of the ERP practice
Increase the overall services revenue of the practice
Reduce our overall cost base

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ERP Revenue by Geographic region
$14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$-
2016 2017 2018 2019 2020 (P) ()
ANZ Revenue Current South East Asia Operations Additional South East Asia Operations
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(*) Not a forecast. Reflects a future projection based on the execution of strategies outlined on this slide and other M&A opportunities. The numbers in the graph are not representative of the company portraying a forecast, budget or estimate.

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 28

CLOUD BUSINESS MANAGEMENT SOLUTIONS

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What to expect

Continued growth in licenced users as our average customer size increases
Continued growth in Deal Sizes
Continued growth in ARR
Relatively static customer numbers in Australia as we focus on larger customer wins and the customer mix shifts away from Small Business
More customers in new verticals for JCS (e.g. Service and Software businesses)
Strong contribution from JCS Asia to our HY1 FY20 result
Increasing levels of unearned income as we sell to larger customers whose implementation takes longer to complete
Further M&A activity in Asia
Strengthen our position as NS #1 ERP partner
Growth in Asia
Maintain 5-star status
Lower cost base with expansion of JCS Philippines centre of excellence
Gross margin growth
Re-investment of profit and cashflow into opportunities
Expansion of territory

“In line with JCS’ stated intent to be a diversified technology solutions company we will seek to both acquire technology intellectual property and also to deliver value to our

shareholders by realising the inherent value of the businesses that we grow”.

Stephen Canning

CEO JCurve Solutions

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 29

RIYO Service Management Software

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R I Y O

SERVICE MANAGEMENT SOLUTION YOUR BUSINESS ON DEMAND

What is Riyo?

Whatever the size of a business, if you need to take a booking, deliver a service at a certain place and time, take payment, then we’ve got it covered
Retailers and service businesses often lose control of the customer experience in “the last mile” – we’ve fixed that
Riyo improves visibility and collaboration for all parties involved in delivering and consuming a service
Riyo delivers the mobile experience demanded by today’s consumers
Powered by AI, the whole customer interaction is monitored to ensure an outstanding customer experience

Explainer video: https://youtu.be/sZZT_jOXTiw

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improved customer
experience
allocate and upsell
dispatch opportunities
One One
Database Database
complete live customer
visibility feedback
mobile-first real-time
platform tracking
payment
processing
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 31

SERVICE MANAGEMENT SOLUTION YOUR BUSINESS ON DEMAND

R I Y O

Your Business On Demand

The Riyo Story

A start up acquired by JCS in June 2018
JCS completed development of platform

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Integration to NetSuite built
Established Riyo team to support our go-to-market
Launched to existing JCS customers March 2019
First customers on platform May 2019

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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 32

R I Y O

SERVICE MANAGEMENT SOLUTION YOUR BUSINESS ON DEMAND

Who is Riyo for?

Service businesses that want to:

Modernise the delivery experience for customers
Scale their operations

Product businesses with:

Installation Services
Warranty and maintenance needs

Any business that wants to:

Take a booking to deliver a service at a specified location, at a specified time
Take a booking from their website or social media pages
Deliver real-time progress updates on service bookings to customers
Maintain quality control with access to rating and reviews of service providers

Businesses that could benefit from Riyo

Specialised Transportation
Real Estate Management
Home Medical Services
Post-purchase assembly and Installation
Maintenance
Cleaning Services
Facilities Management
Inspection and Assessment
Insurance
Storage Services
Pest Control
Deliver an outstanding mobile-first experience to support brand loyalty and repeat sales

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 33

SERVICE MANAGEMENT SOLUTION YOUR BUSINESS ON DEMAND

R I Y O

Key Features of Riyo

Scalable, enterprise grade solution for both B2B and B2C businesses
Easy integration into existing systems such as accounting and ERP packages including NetSuite
Customer-centric, complete visibility of service transaction for customer
Location-enabled real-time tracking
Automated digital end-to-end experience
Production tested with enterprise customers
Disruptive technology that is changing the way organisations service their customers and how consumers procure and engage services
A differentiator for the “last-mile” of service delivery
Customisable experience with development layer to make Riyo unique for each business

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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 34

R I Y O

SERVICE MANAGEMENT SOLUTION YOUR BUSINESS ON DEMAND

What to expect

Growing customer numbers Q1 FY20
Full marketing launch in Australia Q1 FY20
Establishment of channel sales FY20
Launch in to Asia FY20
Global opportunity

Customer Acquisition Strategy

Self Service online sign-up for small businesses
Channel partnerships
Leverage existing 600+ ERP customer base
Targeting larger, high-volume service-based organisations

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 35

Telecommunication Expense Management Solutions (TEM Solutions)

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TELECOMMUNICATION EXPENSE MANAGEMENT SOLUTIONS

Our TEM Solutions simplify telecom expense management

Our TEM Solutions Story

Proprietary owned portfolio of solutions
Original product proposition was to prevent “bill shock”
TEM Solutions Market has declined for a number of years due to telco commoditisation
Our solutions are still of benefit to larger organisations looking for admin efficiency and cost control
Our solutions are mature. We are committed to continuing support for our TEM solutions

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One
Database
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 37

TELECOMMUNICATION EXPENSE MANAGEMENT SOLUTIONS

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TEMS Statutory Profit (ex impairment)

What to expect

Ongoing profitable contribution to JCS
Continued support for TEM solutions
Reducing churn as larger more stable customers make up the majority of the remaining customer mix
More lumpy churn if our larger customers decide to cancel their TEM services
We will seek opportunities in less mature telco markets in Asia

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$2,000,000
$1,500,000
$1,000,000
$500,000
$1.3M
FY2019 Statutory Profit
$-
2016 2017 2018 2019
TEMS Revenue
$5,000,000
$4,500,000
$4,000,000 >100100
$3,500,000 Customers
$3,000,000
$2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$-
2016 2017 2018 2019
JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019
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$1.3M FY2019 Statutory Profit

>100100 Customers

JCURVE SOLUTIONS KEY STRATEGIC PRIORITIES

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Grow ERP in Australia

Win new business in mid-market
Increase upsell to existing customers
Reduce churn

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Rapidly Grow JCS in Asia

Grow ERP Sales from Singapore office
Grow JCS Philippines team
Establish JCS brand in Asia
Further M&A

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Grow Riyo Faster

Product enhancements from existing customer feedback
Expand into existing customer base
Focus on larger opportunities
Look beyond Australia

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS OUR FOCUS

To be a diversified technology solutions company

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What to expect
Revenue by Product Division
$14,000,000 • Sustained revenue growth
in ERP in Australia based
$12,000,000 around mid-market
•
Further expansion in ERP in
$10,000,000 Asia both organic and
through acquisition
$8,000,000
•
Flattening of cost
base growth
$6,000,000
•
Rapidly increasing revenue
contribution from Riyo
$4,000,000
•
Ongoing, profitable
contribution from TEM
$2,000,000
Solutions albeit declining
$- • Revenue diversification
2016 2017 2018 2019 through product IP based
NetSuite ERP TEMS Other acquisitions
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

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JCURVE SOLUTIONS TEAM CHANGES

CEO Relocation

The relocation of the JCS CEO, Stephen Canning, to Singapore from August 2019 will allow JCS to:

Rapidly grow its ERP practice in Asia
Investigate growth opportunities including those for Riyo
Further progress several carefully selected product IP acquisition opportunities currently under investigation in Asia

JCS is still committed to continuing to grow our Australian business, as well as achieving significant growth across Asia.

Singapore

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Australia

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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 41

JCURVE SOLUTIONS DIVERSIFICATION

Growth through acquisition

JCS continues to seek acquisitions that:

Add to our product IP (revenue diversity)

• Grow our ERP business, especially in Asia (geographic diversity) The relocation of the JCS CEO to Asia will fast track this process.

When looking at potential acquisitions we ask ourselves the following questions:

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01 02 03 04
Does it align to Is it Does it solve Can we do
our purpose? scaleable? a significant it better than
market need? the rest?
05 06 07 08
Does it leverage Does it fit our risk Will it create Will it fit our
our core profile? long term corporate
capabilities? shareholder culture?
value?
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JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS JCS METRICS

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Net operating cash flow Consolidated Revenue
2,000,000 $13,000,000
1,500,000 $12,000,000
Our Company
1,000,000 $11,000,000
Performance
500,000
$10,000,000
How do we measure our
overall success? -
$9,000,000
2014 2015 2016 2017 2018 2019
Cash Flow -500,000
$8,000,000
Significant turnaround in 2016 2017 2018 2019
-1,000,000
company performance since
Long term revenue and earnings history
the first half of FY2016 Normalised EBITDA excluding impairment
charge $15
Revenue
$1,200,000 $10
Steadily increasing year
$1,000,000
on year despite reducing $5
$800,000
TEM Solutions revenue
$0
$600,000
FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2018 FY2019
EBITDA
$400,000 -$5
We have been profitable
$200,000
since 2016 -$10
$0
Revenue Loss Profit
2016 2017 2018 2019
Millions
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Cash Flow

Significant turnaround in company performance since the first half of FY2016

Revenue

Steadily increasing year on year despite reducing TEM Solutions revenue

EBITDA

We have been profitable since 2016

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS JCS METRICS

Our Company Performance FY2019

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Cash Balance
$4.5M $4.8M
as at 30 June 2018 as at 30 June 2019
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Our preliminary unaudited results are in line with January 2019 guidance released

Measure FY2018 Actual FY2019 Updated Guidance FY2019 Preliminary Unaudited Result ()() Sales Income () $12.6 M Range: $13.0 M to $14.0 M $12.3 M Revenue $11.9 M Range: $12.0 M to $13.0 M $12.6 M EBITDA $1.0 M Range: $0.7 M to $0.9 M $0.8 M NPBT $0.9 M Range: $0.5 M to $0.7 M $0.6 M	Measure FY2018 Actual FY2019 Updated Guidance FY2019 Preliminary Unaudited Result ()() Sales Income () $12.6 M Range: $13.0 M to $14.0 M $12.3 M Revenue $11.9 M Range: $12.0 M to $13.0 M $12.6 M EBITDA $1.0 M Range: $0.7 M to $0.9 M $0.8 M NPBT $0.9 M Range: $0.5 M to $0.7 M $0.6 M	Measure FY2018 Actual FY2019 Updated Guidance FY2019 Preliminary Unaudited Result ()() Sales Income () $12.6 M Range: $13.0 M to $14.0 M $12.3 M Revenue $11.9 M Range: $12.0 M to $13.0 M $12.6 M EBITDA $1.0 M Range: $0.7 M to $0.9 M $0.8 M NPBT $0.9 M Range: $0.5 M to $0.7 M $0.6 M
Sales Income (*)	$12.6 M	Range: $13.0 M to $14.0 M
Revenue	$11.9 M	Range: $12.0 M to $13.0 M
EBITDA	$1.0 M	Range: $0.7 M to $0.9 M
NPBT	$0.9 M	Range: $0.5 M to $0.7 M

() Not revenue as per the accounting standards and not reported in the statutory financial results (*) The preliminary results outlined above are still subject to year-end audit

(***) R&D is expensed as incurred under the Company’s accounting policies. The above results include $0.4 million of expensed R&D salaries and wages

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019

JCURVE SOLUTIONS OVERALL SUMMARY

Capital Structure and Shareholders

Capital Structure and Shareholders	Capital Structure and Shareholders	Capital Structure and Shareholders	Capital Structure and Shareholders
Key Statistics (ASX: JCS) As at 30/6/2019 unless otherwise stated Share Price $0.034 Shares on Issue (i) 327,856,900 Market Capitalisation $11.1m Ordinary Fully Paid Shares as at 30/6/2019 Units % of Units Directors and Executive Interests 65,839,427 20.08% Other Top 20 Holders 180,215,880 52.47% Remaining Holders 81,801,593 27.45%
Share Price
Shares on Issue (i)
Market Capitalisation
Cash	$4.8m Substantial Shareholders as at 30/6/2019 Units % of Units
Debt	Nil Gramell Investments Pty Limited	83,124,215	25.35 %
Enterprise Value	$6.3m Mr. Mark Jobling	51,204,301	15.62 %
52 week high / low share price	$0.024 / $0.054 Mr. Philip Ewart	27,908,360	8.51%

(i) Excludes 10m performance rights and 8.9m options

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 45

JCURVE SOLUTIONS OUR INVESTOR PROPOSITION

Summary

On current multiples (FY2019 Preliminary unaudited results and $11.1m market cap):

0.9x revenue, 1.2x on consolidated recurring revenue base, 13.5x Normalised EBITDA

Strong Financial Foundations

$0.8m

EBITDA forecast for FY2019 (*)

$4.8m

cash at bank
as at 30 June 2019
Operating cash flow positive for FY2019
Debt free
Growing recurring annual ERP commissions

Growth

Continued organic revenue and profit growth
Market trend towards cloud adoption
Industry leading products
Through acquisitions such as Riyo & Spectrum Partner Group
Other M&A opportunities continue to be evaluated
Product diversification

Strong Operational Fundamentals

Growing revenue
Strategic relationship with #1 vendor of cloud ERP software
Expanding list of additional solutions
We have a proven track record
Experienced Board
Experienced, industry award recognised senior management team
Continued investment in proprietary products

(*) FY2019 preliminary unaudited results.

JCURVE SOLUTIONS INVESTOR PRESENTATION JULY 2019 46

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Stephen Canning James Aulsebrook
Chief Executive Officer Chief Financial Officer
[email protected] [email protected]
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www.jcurvesolutions.com

AI assistant

JCURVE SOLUTIONS LTD — Investor Presentation 2019

65158_rns_2019-07-29_c8fba4d7-d9c0-4693-991d-5918f9847e13.pdf

JCURVE SOLUTIONS IMPORTANT INFORMATION

Disclaimer

JCURVE SOLUTIONS INTRODUCTION

JCURVE SOLUTIONS RECENT ASX ANNOUNCEMENTS

JCURVE SOLUTIONS SUMMARY OF ASX ANNOUNCEMENT - 29 JULY 2019

Our Company Financial Performance FY2019

JCURVE SOLUTIONS SUMMARY OF ASX ANNOUNCEMENT - 25 JULY 2019

Asian Expansion Strategy Update

JCURVE SOLUTIONS OUR HISTORY

JCURVE SOLUTIONS OUR BOARD

JCURVE SOLUTIONS OUR TEAM

JCURVE SOLUTIONS OUR PURPOSE

The “Why”

Vision

JCURVE SOLUTIONS OUR SOLUTIONS

JCURVE SOLUTIONS OUR PRINCIPLES

The ”How”

CLOUD BUSINESS MANAGEMENT SOLUTIONS

What is ERP?

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Our ERP Story

About Oracle NetSuite

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Our ERP Success

1 Oracle NetSuite Solution Partner globally by customer count

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Our Model

CLOUD BUSINESS MANAGEMENT SOLUTIONS

ARR

What is driving ARR growth?

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Average Net Income Per New Business Sale

What is driving AIPS growth?

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Customers by NetSuite ERP Solution Edition

Customer Acquisition

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Churn

CLOUD BUSINESS MANAGEMENT SOLUTIONS

ERP sales continue to grow while costs are flattening

CLOUD BUSINESS MANAGEMENT SOLUTIONS

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Why expand into Asia?

CLOUD BUSINESS MANAGEMENT SOLUTIONS

Partner Rollup Acquisition Strategy

CLOUD BUSINESS MANAGEMENT SOLUTIONS

JCS Philippines

We have established a presence in Manila

CLOUD BUSINESS MANAGEMENT SOLUTIONS

The Opportunity

CLOUD BUSINESS MANAGEMENT SOLUTIONS

What to expect

What is Riyo?

Explainer video: https://youtu.be/sZZT_jOXTiw

SERVICE MANAGEMENT SOLUTION YOUR BUSINESS ON DEMAND

R I Y O

Your Business On Demand

The Riyo Story

Who is Riyo for?

Service businesses that want to:

Product businesses with:

Any business that wants to:

Businesses that could benefit from Riyo

R I Y O

Key Features of Riyo

SERVICE MANAGEMENT SOLUTION YOUR BUSINESS ON DEMAND

What to expect

Customer Acquisition Strategy

TELECOMMUNICATION EXPENSE MANAGEMENT SOLUTIONS

Our TEM Solutions simplify telecom expense management

Our TEM Solutions Story

TELECOMMUNICATION EXPENSE MANAGEMENT SOLUTIONS

What to expect

JCURVE SOLUTIONS KEY STRATEGIC PRIORITIES

Grow ERP in Australia

Rapidly Grow JCS in Asia

Grow Riyo Faster

JCURVE SOLUTIONS LTD Investor Presentation 2019