Example of Fund Raising Presentation to Investors
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This is a real example of a presentation for fund raising for Pozilok - a company I founded in 2003. Over AUD1,000,000 was raised in Australia using such presenations - a difficult feat in an environment where investment for start-up companies is very thin indeed.
![The Opportunity ,[object Object]](https://image.slidesharecdn.com/SGDPozilokInvestorPresentation20070830-123215514563-phpapp03/85/Example-of-Fund-Raising-Presentation-to-Investors-1-320.jpg)
![The Product ,[object Object],[object Object],[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
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Example of Fund Raising Presentation to Investors
- 9. Operations Department Running the equipment Maintenance Department Working on the equipment Transfer of responsibility for equipment ISOLATION PROCEDURE PTW – PERMIT TO WORK (clearance certificate) LO (lockout) TO (tagout)
- 12. Where ALS Fits ISOLATION PROCEDURE PTW – PERMIT TO WORK (clearance certificate) LO (lockout) TO (tagout) ALS - Advanced Lockout System Software Solutions Sage , NiSoft, SAP, Mincom, Engica
- 18. Potential Global Customers The customers we will target include:
- 19. “… leading edge… interested in investigating…” “ system has merit… interested in reviewing it…”
- 20. “… it would benefit an operation where lockout was being implemented…”, N. Morris, Shift Manager
- 21. “ We look forward to holding discussions on OEM distribution in Canada and possible direct investment in your company.” www.levitt-safety.com www.nltinc.com
- 22. “ Memorandum of Understanding” for Plant Trials “ Tarong Energy Corporation”
- 32. Marketing Activities in Malaysia Tenaga Nasional Berhad’s Setesen Janaletrik Tuanku Ja’afar 750 MW facility, Port Dickson, Malaysia They have requested a proposal for ALS from Pozilok
- 37. R&D and Production Milestones Milestone Months into Project Mobilization, Design & Risk Review 0 - 2 Electronics & Industrial Design 2 - 6 Alpha Prototypes 6 - 7 Beta Prototype (1) & Tooling 7 - 10 Software Development 2 - 10 Acceptance & Certification Testing 8 - 9 Plant Trial (Tarong Energy) 10 - 12 Manufacturing (4 systems for sale) 12 - 14 Marketing and Sales 12 +
- 38. Financial Forecasts - SG $K Australian and Malaysian Markets for ALS, excludes PAS FY2008 FY2009 FY2010 FY2011 Investment $4,000 $1,500 $0 $0 FINANCIAL RESULTS (000’s) FY08 FY09 FY10 FY11 Yearly Income $0 $3,200 $9,600 $13,200 Yearly Expenses $2,700 $2,800 $6,500 $7,300 Yearly Profit Before Tax ($2,700) $400 $3,100 $5,900 Net Margin - 12% 32% 45% SALES RESULTS FY2008 FY2009 FY2010 FY2011 ALS Sales (Australia and Malaysia) 0 4 12 15 Australian / Malaysia Market Penetration 0.0% 0.15% 0.7% 1.6%
- 39. Jeremiah Josey – Executive Chairman, Singapore. Very experienced in the heavy resources sector Stan Thomson – LOTO Systems and Installations. Very experienced in the heavy resources sector and construction. Focusing on Building PAS market in Malaysia Brad Stemp – R&D Manager, Australia. Very experienced in product development (Pozilok is his third start-up. The two others are profitable companies). Soin Singh – Quality Assurance VP. Very experienced. Soin is from Venture Corp Marthes Sola – Product M/F VP. Very experienced in manufacture for multinationals The Team
- 40. Appendix
- 41. Fast Track R&D Plan Item Plan Pozi-Lock 8 month design cycle in Australia, close to certification body and plant trial Pozi-Comm I-Roc PDA (Custom of-the-shelf HP PDA) Pozi-Dock I-Roc Dock (Custom of-the-shelf HP Dock) Pozi-Point E-Button or RFD tag (of-the-shelf product) Operating Software 8 month design cycle in Australia, close to certification body and plant trial Patent for ALS System, not individual components 15 regional/country patent lodgments are in place
Editor's Notes
- <number>
- This slide attempts to give a clear picture of exactly where our product suite fits into the target market. Firstly, we need to understand the philosophy of plant management when it comes to maintenance. The is an issue of “Transfer of Ownership” - the act of legally passing one’s responsibility to another. In all three tiers - from the previous slide – this does take place. Typically the plant or machine operator in the tier three organisations simply, often verbally, will instruct maintenance personal to undertake repairs or maintenance. At the other end of the scale are the Tier 1 companies. Whilst the result remains the same ie transferring ownership from operations to maintenance, the method is a lot more rigorous. (click)All the Tier 1 organisations have some form of Isolation procedure. Typically, a permit to work (PTW) system is in place, from which a Permit to Work is issued , this can also be known as a clearance certificate. The PTW lists the type of work to be carried out, what safety measures need to be taken, identifies any potential energy sources which need to be isolated and locked. The permit is issued once the operations have actually isolated and locked out and tagged out all those identified isolation points (click), this is known as group lockout since often many items are locked out, to render the entire area inactive and safe. The PTW or clearance certificate is then issued to the maintenance personnel or contractor, each maintenance individual will then utilise their own personal POZI-lock to ensure that the system cannot be inadvertently breeched . The PTW process, and indeed the Tagout process lends itself (click) to software automation. There are numerous off the shelf software suites, and equally numerous custom solutions. All of them do not automate the Lockout side of things (click) it’s here where PILs fits in. PILS provides the PTW process with the final proven details that the lockout system is in fact locked out and the correct points are isolated. It also provides an auditable trail through the management of data. (click) You can see from this that PILS actually enhances the Isolation Procedures in place at many of our Tier 1 prospective customers. Besides the safety aspect, the information gathered by PILS can be shared across other application systems such as the plant Time and Access, providing the user with live information relating Now the Tier 2 organisations (click) find themselves somewhere between the two tiers, naturally. Generally there is a mixed bag of procedure, often none of it is automated. In some cases, no Lockout is even used – only tags.<number>
- <number>
- 12
- This slide gives a clear picture of exactly where our product suite fits into the target market. Firstly, we need to understand the philosophy of plant management when it comes to maintenance. The is an issue of “Transfer of Ownership” - the act of legally passing one’s responsibility to another. In all three tiers - from the previous slide – this does take place. Typically the plant or machine operator in the tier three organisations simply, often verbally, will instruct maintenance personal to undertake repairs or maintenance. At the other end of the scale are the Tier 1 companies. Whilst the result remains the same ie transferring ownership from operations to maintenance, the method is a lot more rigorous. (click)All the Tier 1 organisations have some form of Isolation procedure. Typically, a permit to work (PTW) system is in place, from which a Permit to Work is issued , this can also be known as a clearance certificate. The PTW lists the type of work to be carried out, what safety measures need to be taken, identifies any potential energy sources which need to be isolated and locked. The permit is issued once the operations have actually isolated and locked out and tagged out all those identified isolation points (click), this is known as group lockout since often many items are locked out, to render the entire area inactive and safe. The PTW or clearance certificate is then issued to the maintenance personnel or contractor, each maintenance individual will then utilise their own personal POZI-lock to ensure that the system cannot be inadvertently breeched . The PTW process, and indeed the Tagout process lends itself (click) to software automation. There are numerous off the shelf software suites, and equally numerous custom solutions. All of them do not automate the Lockout side of things (click) it’s here where PILs fits in. PILS provides the PTW process with the final proven details that the lockout system is in fact locked out and the correct points are isolated. It also provides an auditable trail through the management of data. (click) You can see from this that PILS actually enhances the Isolation Procedures in place at many of our Tier 1 prospective customers. Besides the safety aspect, the information gathered by PILS can be shared across other application systems such as the plant Time and Access, providing the user with live information relating Now the Tier 2 organisations (click) find themselves somewhere between the two tiers, naturally. Generally there is a mixed bag of procedure, often none of it is automated. In some cases, no Lockout is even used – only tags.
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- Market feedback – yes we like the product<number>
- It is a good product<number>
- Market feedback – yes we like the product
- <number>
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- <number>
- Some of you will want to know this more detailed side of the valuation<number>
- Some of you will want to know this more detailed side of the valuation<number>
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- Some of you will want to know this more detailed side of the valuation<number>
- Some of you will want to know this more detailed side of the valuation38
- Emphasise small market share, i.e. achievable results.38
- Some faces of who is in the team