1. Searchable. Secure. Simple.
Easy management of important digital files and scanned documents.
John Chapman, CEO
InfoPreserve - Highly Confidential
9/21/2018

2. InfoPreserve - Highly Confidential
Agenda
Overview of Problem & Solution
Case Study
Technology Platform
Next Steps for Discussion
InfoPreserve - Highly Confidential
9/21/2018

3. InfoPreserve - Highly Confidential
The Problem
Protecting, organizing, accessing, sharing, sensitive, unstructured, private information.
Data is projected to grow 50x in the next ten years. The biggest challenge lies in organizing and managing Unstructured Data – the s, documents, spreadsheets and presentations that are produced in business every day.
InfoPreserve - Highly Confidential
9/21/2018

4. InfoPreserve - Highly Confidential
The Solution
InfoPreserve makes managing digital files & scanned documents anywhere for file sharing and collaboration
easy.
InfoPreserve - Highly Confidential
9/21/2018

5. InfoPreserve - Highly Confidential
The Magic
Forensic level search within stacks of any file type, beyond file names and dates (patented technology)
Private cloud, HIPAA certified, SSL encrypted connection complete with audit trails and rich reporting
The magic, point of differentiation, why we are different, why our solution is better,
Easy user interface allows immediate upload, search, view, download with easy access via web browser or mobile devices
InfoPreserve - Highly Confidential
9/21/2018

6. Manage Documents in a Secure Cloud
The Document Management Your Way
Key Features
Secure
Simple
Mobile
Easy Implementations
&
Low Post IT Support
Manage Documents in a Secure Cloud
Access Controls
Retention Management
Deletion Protection
Custom Tags
Content Authentication
Audit Trails & reporting for Compliance
InfoPreserve - Highly Confidential
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7. How Is the Problem Solved Today?
Lacking
InfoPreserve
ECM (e.g.-Sharepoint) (larger enterprises)
Network Drive (SMB’s)
Archive (e.g.-tape)
Cloud File Sharing
Paper Storage
Enterprise License and long installs
Control
Analytics
Reporting
Auditing
Compliance
Risk Mgmt
Security
Searchability
Scalable Process
Single solution
Searchable, secure storage
Addresses different cross-functional owners in a given organization
SaaS model – grows at your pace
Simple implementation with quick ROI
Disparate Solutions that are not repeatable or scalable
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8. Functionality Organization Size The Competition & Opportunity
Comprehensive
Functionality
FTP Methods
The idea is to bring the SaaS model of a comprehensive personal virtual vault to the consumer and SOHO at retail.
InfoPreserve has the SaaS model for the virtual vault. SentrySafe has the retail consumer.
Limited
Hard Drives
Shared Drives
Organization Size
Consumer & SOHO
Small Medium Sized Business (SMB)
Large Enterprise
InfoPreserve - Highly Confidential
9/21/2018

9. InfoPreserve - Highly Confidential
Case Study
Managed Healthcare Facility
Problem: Most company records historical maintained on paper. Finding records is time consuming and not always successful. Running out of space to store paper records.
Solution: Reviewed records management needs in each department and identified functional areas with greatest need to find records. Addresses Compliance Issues
Implementation: Followed progression from area of greatest need (Health Information Management -> Human Resources -> Finance). ROI is Quick!
Scalability of Cloud-based services allows customer to scale at a pace that works best for their organization
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10. Customer Case Study National Professional Services Consulting Firm
HR records maintained in paper format
Turnover in HR staff
Records boxed and moved several times
I-9’s on file for only 40 of 90 employees!
Before
After
All I-9’s scanned and available digitally
Reduced HR staff headcount by 50%
Were able to produce I-9’s for gov’t audit
Fines avoided during audit: approx $100,000!
InfoPreserve - Highly Confidential
9/21/2018

11. InfoPreserve – Timeline Overview
1/2011
12/2010
11/2010
5/2010
4/2010
9/2011
7/2011
4/2011
TIMELINE - project progress
1.1 Release
Launch Release
1.2 Release
Multiple File Upload
1.3 Release
Basic Search
Preview Using PDF
1.4 Release
Infrastructure Improvements
1.5 Release
File Authentication
2.4 Release
Custom Tags
Search Results Filtering
2016
Example text
2.5 Release
Upload and Search
Advanced Search
2.6 Release
Saving and loading a Search
2.7 Release
Audit Reports
9/21/2018
InfoPreserve – Timeline Overview

12. InfoPreserve – Timeline Overview
9/2012
7/2012
5/2012
10/2012
1/2012
Q1/2013
1/2013
12/2012
TIMELINE - project progress 2
2.8 Release
Drag & Drop File Upload
Choose Landing Page
Search Highlighter
Adminstrator Task Notification By
3.0 Release
Upload Agent
User Groups
Watch Folders
3.1 Release
Retention Period
Enhanced Department Functionality. Administrate all users and departments
Users Can Reset Forgotten passwords
Administrator Can Setup Pre-defined Selectable Tags
Automatic Optical Character Recognition (OCR)
3.2 Release
Unzip of .zip and .7z archives
Download Multiple Files as a .zip Archive
Bulk Download of Files to Media
Export metadata for multiple Files to a .cvs file
3.3 Release
Dashboard Showing System Usage
Sharing of Selected Documents
2016
iOS and Android Moble Apps
Example text
Microsoft Office Intergration
D4 Customization
Your SKYSAFE
3.4 Release
Your BIZSAFE
New Account Setup Wizard
3.5 Release
Bi-directional Syncing of Documents
Single Sign on (active Directory, SAML)
Outlook Integration
4.0 Release
Google Docs integration
Sharepoint intergration
Forms processing
9/21/2018
InfoPreserve – Timeline Overview

13. Adjacent Horizontal Targets
The Marketing & Sales
Channel Distribution Model
Industry Verticals
10%
Direct Sales
Healthcare
Finance
Professional
Services
20%
Distributors
Adjacent Horizontal Targets
70%
HR - Payroll Providers
Compliance – Risk Management
Strategic
Partnerships
Benefits Administrators
Health Information Management
Print Management, Storage, Shredding
IT Integrated Software Providers
Integrate with Complementary Software & Workflows
InfoPreserve - Highly Confidential
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14. SaaS Revenue: Customer Value & ROI: The Business Model
Recurring monthly fee
No upfront costs
12, month contracts
Fees for Professional Services
SaaS
Customer Value & ROI:
Reduced search time, paper use & storage, clerical time, IT staff & infrastructure
“Insurance” against single point of failure, eDiscovery costs, fines, future operability
InfoPreserve - Highly Confidential
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15. InfoPreserve - Highly Confidential
Patents
A private Cloud-based service, accessed from anywhere via web browser, housed in a highly secure & redundant top tier data center with SASE 16 Type II compliance
US Patent 7,171,433 “Document Preservation” and pending patent “Methods for Managing Content and Devices Thereof”
InfoPreserve - Highly Confidential
9/21/2018

16. The Technology Platform
Redundant, scalable, secure architecture
Company Office
Coffee shop
Mobile Devices
Home Office
Wireless
Secure access anytime from anywhere
Company HQ
InfoPreserve products will interface with any systems and work flow
with no upfront capital or full time IT support - its an outstanding value.
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17. InfoPreserve - Highly Confidential
Discussion of Next Steps
John Chapman, CEO
Mobile: (585)
Eric Leinberg, President
Mobile: (585)
Office: (585)
InfoPreserve - Highly Confidential
9/21/2018