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Cofolio's Powerpoint presentation to the Houston Technology Center (FAQ slides not included)

Cofolio's Powerpoint presentation to the Houston Technology Center (FAQ slides not included)

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  • Problem: Small businesses do not have access to the capital they need to growSpecifically: $40 billion decline in small business lending since 2008. Small business financing gap: venture capital, private equity, public marketsBanks are not lending, and the SBA Process is time consuming and over-burdensome to business owners
  • Investors have grown frustrated with financial markets: complexity, volatility, and distrust of financial institutionsLooking for something tangible. There is no mechanism to bridge these two sides of the equation.
  • Businesses: capital + customersInvestors: simple business model, tangible discounts, financial return, support local community
  • This is our beta website
  • We have 3 revenue streams:The first is charging either the business or the investor a monthly fee to use our service. This fee is currently waived as we are aiming to reach a critical mass of both sides.Affiliates: accountants, lawyers, auditors, valuation companiesService providers: Quickbooks, American express, Insurance providers, Staffing agencies, Commercial real Estate
  • Crowdfunding market projected to reach $5 billion by 2014
  • $33.2 billion of loans came from institutions with less than $100 million asset sizeTotal Market is every possible user – this is less relevant than you thinkTotal Addressable market is the specific audience that you can comfortably reachHow will you reach this audience?How are you positioning your message in a crowded environment?
  • Sales How Users Purchase, Description of the Sales CycleThis is a good place for you to walk through all the ways a customer actually goes about paying you for your product. Describing the various steps and how long they typically take is a sign of business maturity.
  • Known each other since high school
  • Unit economics? Use case?
  • Majority of funding sought will be used to accelerate our go to market strategy and secure a critical mass of businesses and investors.

Cofolio HTC Presentation Cofolio HTC Presentation Presentation Transcript

  • Overview
    Bus. Model
    Solution
    Marketing
    Team
    Status
    Investment
    Overview
    Problem
    Product
    Competition
    Summary
    Sales
    Board
    Financials
    Invest Local
  • Investment
    Status
    Team
    Marketing
    Bus. Model
    Solution
    Overview
    Product
    Competition
    Summary
    Sales
    Board
    Financials
    Problem
    $40B
  • Investment
    Status
    Team
    Marketing
    Bus. Model
    Solution
    Overview
    Product
    Competition
    Summary
    Sales
    Board
    Financials
    Problem
  • Overview
    Bus. Model
    Problem
    Product
    Competition
    Summary
    Sales
    Board
    Financials
    Marketing
    Team
    Status
    Investment
    Solution
    simple business model
    tangible discounts
    financial return
    support local community
    capital
    loyal customers
  • Solution
    Overview
    Bus. Model
    Problem
    Competition
    Summary
    Sales
    Board
    Financials
    Marketing
    Team
    Status
    Investment
    Product
  • Solution
    Overview
    Problem
    Product
    Competition
    Summary
    Sales
    Board
    Financials
    Marketing
    Team
    Status
    Investment
    Bus. Model
    Revenue
  • Bus. Model
    Solution
    Overview
    Marketing
    Team
    Status
    Investment
    Problem
    Product
    Summary
    Sales
    Board
    Financials
    Competition
    Geographical focus
    Local
    Traditional Banks & Lenders
    Industry Focus
    Narrow
    Broad
    National
  • Bus. Model
    Solution
    Overview
    Team
    Status
    Investment
    Marketing
    Problem
    Product
    Competition
    Summary
    Sales
    Board
    Financials
    Small Business Loans: $33.2B
  • Marketing
    Bus. Model
    Solution
    Overview
    Team
    Status
    Investment
    Problem
    Product
    Competition
    Summary
    Board
    Financials
    Sales
    Small Business Events
    Cofolio Member Cards
    Referral Network
    Chambers of Commerce
    Networking events
  • Marketing
    Bus. Model
    Solution
    Overview
    Status
    Investment
    Team
    Problem
    Product
    Competition
    Summary
    Sales
    Board
    Financials
    Sam Mar, Founder
    • MBA from IE Business School
    • BBA in Marketing from UT
    • Background in IT consulting, banking & wealth management
    • Advised accredited investors in investment decisions
    • Worked in several entrepreneurial teams
    Daniel Wang, Director
    • BBA in Finance from UT
    • Background in Financial Analysis, Marketing, & investment banking
    • Competitive public speaker
    John Knieper, CTO
    • BS in Comp Sci from UH
    • Background in software systems integration & security
    • Prior experience in entrepreneurship: Net Asylum
  • Team
    Marketing
    Bus. Model
    Solution
    Overview
    Status
    Investment
    Problem
    Product
    Competition
    Summary
    Sales
    Financials
    Board
    Advisory Board
    Marc Nathan Chai One Strategy
    JR Cohen WeSLGT Community building
    Jerry Lasco Tasting Room, Max’s Wine Dive SMB Expertise
    Aaron Woo P&R, Aaron Woo & Associates Legal
    Jerald Reichstein Bouncing Pixel Design, UX
    Michael Van Patten Mission Markets SEC Compliance
  • Team
    Marketing
    Bus. Model
    Solution
    Overview
    Investment
    Status
    Problem
    Product
    Competition
    Summary
    Sales
    Board
    Financials
    Wrote BP
    Assembled Team
    Advisory board
    Launched Beta
    Tested Clients
    3DS
    Rice VF
    First business funded
    Launch marketing campaign
    Prepare Launch in
    SA, ATX, Dallas
    Q4 2010
    Q1 2011
    Q2 2011
    Q3 2011
    Q4 2011 and beyond
    Raise Funding
    Key Hires
    Incorporate
    Join HTC
    Complete back-end
    50 businesses
    Affiliate Network
  • Status
    Team
    Marketing
    Bus. Model
    Solution
    Overview
    Investment
    Problem
    Product
    Competition
    Summary
    Sales
    Board
    Financials
  • Status
    Team
    Marketing
    Bus. Model
    Solution
    Overview
    Investment
    Problem
    Product
    Competition
    Summary
    Sales
    Board
    Financials
    Equity Investment Sought: $200,000
  • Investment
    Status
    Team
    Marketing
    Bus. Model
    Solution
    Overview
    Problem
    Product
    Competition
    Sales
    Board
    Financials
    Summary
    • Huge, Profitable Market
    • Proven Crowdfunding Methodology
    • Capable Management