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Last edited 7 months ago
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#Bull Case
stale
Added 7 months ago

Altocrypt device is a USB hardware device that allows secure access to data remotely. A problem that has previously been hard to solve and they have partnered with archTIS via PENTEN.


https://www.penten.com/solutions/secure-mobility/altocrypt-stik/


Using Kojensi, could this be the link needed to secure the entire data of the Aus defence?


#Business Model/Strategy
stale
Added one year ago

Potential:120,000 Aus DoD staff. Consider expansion into MOD UK and US DoD.

Kojensi $65/ user / month

nc protect $1-$5/ user / month

(pending scale discounts)

A 1000 user base for Kojensi could yield $780,000 per year in ARR for licenses once a proof of concept has been Serviced. That is what is happening under the hood now.

NC Protect for the entire Aus DoD (120,000) could yield anything from 1.5m to 4.5m ARR for licences.

That's one niche in one territory and includes nothing within the DIB (Defence industrial base). Map that against the potential of this company around the world and within ministries of defence, DIB, other verticals (finance, accounting, law, critical infrastructure) 

#Business Model/Strategy
stale
Added one year ago

Product/geopolitical and need thesis:

This article outlines the challenge.

Will Regulatory Poison Pills Render AUKUS Dead on Arrival

https://thediplomat.com/2023/09/will-regulatory-poison-pills-render-aukus-dead-on-arrival/


This article outlines the solution.

Senators want a special government unit to help small businesses with cyberattacks

https://www.scmagazine.com/news/bipartisan-bill-would-create-special-government-unit-to-help-small-businesses-with-cyber-attacks


Archtis have a connection with KPMG, SAP, NETAPP, MICROSOFT, many of the Defence Industrial Base companies (leidos, BAE, Northrop Grumman) as well as branching into european demographic with bank of Finland and DHL.

The use case has been proven.

From my research, the only way small businesses can operate while protecting their data and sovereignty is through a govt funded marketplace. One that is destined for Australia's systems with archtis walking hand in hand through department of defence and govt who currently use their products and if you check austender, you will see many solutions outlining my thesis naming archtis as a provider supplier applying for the tender.

Dyor

#Moats
stale
Added one year ago

SAP collaboration

https://www.archtis.com/sap-secures-sensitive-government-and-regulated-industry-data-with-kojensi/?utm_campaign=Blog%20Update&utm_content=231535253&utm_medium=social&utm_source=twitter&hss_channel=tw-1040120963520581633

SAP cloud secure space

https://itbrief.com.au/story/sap-s-sovereign-cloud-capabilities-available-in-anz


The work is done behind the scenes before securing critical infrastructure and SLACIP become a prerequisite to securing sovereign information. Australia is ahead of the world in this space and although technology is constantly adapting and changing, as it stands, archtis have world leading technologies that protect data and are certified to the highest level of protection. Every deal they have secured in the last 18 months have been sole sourced.

https://www.homeaffairs.gov.au/reports-and-publications/submissions-and-discussion-papers/slacip-bill-2022


The quarterly is today and although it may not have any surprises, the uptrend is continuing with 10m of revenue locked in for this coming year already 23-24 less than a month into the new FY.