EQUITY CROWDFUNDING ADVISORY FOR THE WORLD

OPPORTUNITY To grow a global network of fund- raising advisors for crowdfunding Equity crowdfunding is growing exponentially Traditional corporate advisory teams are not well-suited to serve A small window of opportunity exists to capture this market

MANAGEMENT Nathan Rose Investment banker with experience in early-stage IPOs New Zealander, now based in Europe Writes articles on valuation-related topics for SMEs Founder of Value My Venture Transaction Experience

PRODUCT Financial models and pitch decks A full service – not just templates We conduct questionnaires with the SME owners / management and put together the product for them Opportunity for ongoing work (recurring revenue upsell)

MARKET SIZE Growing, attractive market Equity CF: US$2.7 bn in 2012 Expected to grow to US$93 bn by 2025 Represents a CAGR of 31% Advisory fees could be reasonably 2-3% of funds raised World Bank Estimates

BUSINESS MODEL Lean business model Initial financial model put together for a fixed fee (~$1,500 – 3,000) Ongoing work on a per-month basis to maintain the model No offices, very low overheads Discussions take place by Skype

COMPETITION Price Level of Service Investment Banks Accounting Firms “Do It Yourself” Incubators / Accelerators

GO-T0-MARKET STRATEGY Focused on direct sales generation LinkedIn articles generates leads Attending accelerators and co- working spaces in-person throughout Europe Referrals

TRACTION Endorsed by 3 of the 4 major equity crowdfunding platforms in NZ Achieved initial revenues Well-received posts on LinkedIn by influential New Zealand business people

MONEY TO RAISE $250,000 for next 18 months Salaries for initial staff Sales efforts centered around travel expenses and conference attending Marketing efforts to raise awareness among entrepreneur community