Data Storage (DTST) Investor presentation summary

Strategic direction and market focus

• Deploying over $10M into high-growth markets such as AI, GPU infrastructure, cybersecurity, and telecommunications, each with significant projected CAGRs through 2030–2033.

• Pivoting to DSC 2.0, leveraging a public platform and capital for consolidation in fragmented markets with inefficient valuations.

• Emphasis on annual recurring revenue, strong margins, and established customer bases for scalable growth.

Recent transactions and financial position

• Completed the $40M sale of CloudFirst, which had ~$25M revenue and ~$5.5M EBITDA at exit.

• Over $10M cash on hand post-tender offer, with a streamlined capital structure and only ~2.2M shares outstanding.

• Nexxis remains as the operating base, generating recurring revenue and serving as an integration platform.

Acquisition and investment strategy

• Targeting high-margin, recurring-revenue, mission-critical businesses, especially founder-owned or under-scaled platforms.

• Focused on sectors including GPU environments, AI-enabled software, cybersecurity, and telecommunications.

• Active acquisition pipeline with clear near-term catalysts, including closing new deals and strengthening Nexxis.