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Confection Pitch Deck (Seed Round)

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Confection is a data management solution for the post-cookie world. This is our seed-round pitch deck. We're seeking $1million in equity funding. Learn more at confection.io/investors

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Confection Pitch Deck (Seed Round)

  1. 1. a data management solution for the post-cookie world confection.io/investors get@confection.io Confection
  2. 2. 2 On January 14, 2020, Google made a really big announcement: … we plan to phase out support for third-party cookies in Chrome. Our intention is to do this within two years. Justin Schuh, “Building a More Private Web: A Path towards Making Third Party Cookies Obsolete” (https://blog.chromium.org/2020/01/ building-more-private-web-path-towards.html) confection.io/investors
  3. 3. 3 For professional marketers — almost 1,000,000 people in the US alone — and the enterprises they serve, this is a game changer. ad targeting progressive profiling auto-filling forms engagement tracking many forms of marketing automation many web-to-lead forms See https://www.quora.com/How-many-marketers-are-there-in-the-US and https://www.quora.com/How-many-professional-marketers- are-there-in-the-world confection.io/investors
  4. 4. 4 Once third-party cookies become obsolete, the cornerstone resources professionals rely on each day become far less useful. The fundamentals of the modern marketing playbook need to be almost entirely rethought. confection.io/investors
  5. 5. 5 What is this going to look like? Check out Brave. It’s a privacy- focused, ad-free web browser. To say it’s aggressively secure is an understatement. If you want to get a sense of what a cookie-free world will look like, download it @ brave.com Then, visit some of your favorite enterprise sites. confection.io/investors
  6. 6. 6 What do you see? broken/missing third-party forms (HubSpot, Marketo) little (if any) usable cookie data blocked scripts no targeted ads the end of the world* * Slight exaggeration. confection.io/investors
  7. 7. 7 The promise of targeted marketing has been rolled back in favor of "walled garden" audience groupings. Coincidentally, in many cases these are defined and controlled by Google. We’re reverting to the sorts of centralized, monolithic demographic models that mass media has offered since the 19th century. This is progress? Maybe it’s just a monopoly using GDPR as an excuse to flex its muscles. See Seb Joseph, “In the absence of third-party cookies, publishers are building walled gardens of their own” (https://digiday.com/ marketing/absence-third-party-cookies-publishers-building-walled-gardens/) confection.io/investors
  8. 8. 8 At the moment, Brave has a fraction of Chrome’s monthly active users. See https://cointelegraph.com/news/crypto-friendly-browser-brave-hits-8-million-monthly-active-users and https://www.techradar.com/ news/most-popular-google-chrome-extensions Chrome MAU 1,000,000,000 Brave MAU 8,000,000 confection.io/investors
  9. 9. 9 But imagine a world in which the Chrome experience has become more like Brave. It’s now affecting 1,000,000,000 users each month. When this happens, 60%+ of web users* will have a browsing experience similar to Brave. Without some sort of intervention, professional marketers and sales teams (and the companies who employ them) are going to lose big. * See https://en.wikipedia.org/wiki/Usage_share_of_web_browsers confection.io/investors
  10. 10. 10 This is where Confection comes in. It's a data management solution for the post-cookie world. Hey! confection.io/investors
  11. 11. 11 It's good for business. GDPR/CCPA compliant Keep generating the data you need to do your best work (even post cookie) Un-blockable Easy to install Lightweight Integrates with existing apps It's good for people. GDPR/CCPA compliant Manage, delete, and even monetize personal data It’s good for investors. Rapid scale/value creation Extraordinary potential for data capture confection.io/investors
  12. 12. 12 It’s good for business. GDPR/CCPA compliant Keep generating the data you need to do your best work (even post cookie) Non-blockable Easy to install Lightweight Integrates with existing apps Rapid scale/value creation It’s good for investors. Extraordinary potential for data capture Imagine the cookie has been centralized and proprietary since the early 90s. We’d have 30 years of global, platform-agnostic form submissions, content interactions, and other marketing data. Suddenly, the data stores at Google and Facebook look pretty quaint. It's good for people. GDPR/CCPA compliant Manage, delete, and even monetize personal data confection.io/investors
  13. 13. 13 For business, Confection is lightweight, flexible, and frictionless. It’s built on a leading PaaS vendor which will give us instant, on-demand (and practically infinite) scale. Businesses install Confection with a single server-side script. Data flows out via API and third-party integrations. From there, it can be sent anywhere: a CRM, a marketing automation solution, &c. It integrates with the apps businesses already use. I collect form data (and other information traditionally managed via cookies) in a way that browsers cannot block. This is my special sauce. #yum confection.io/investors
  14. 14. 14 Confection gives people better control over their data. It centralizes and standardizes previously fragmented information. People can manage, delete, and monetize their data. GDPR/CCPA compliance are baked right in. confection.io/investors ✓ It allows us to manage, delete, and monetize our data. ✓ It shows us the data that’s been collected, its age and source, and how (and by whom) it’s being used. ✓ It allows us to opt out. ✓ It lets us be forgotten. ✓ The company doesn’t sell our data to third parties. ✓ It keeps our data secure. Why do we like Confection?
  15. 15. 15 “So why are you raising money?” Because “Uh-Oh Day” is coming. It’s a tremendous opportunity, but it also scares the heck out of us. confection.io/investors
  16. 16. 16 People are procrastinators by nature. And embracing post cookie involves a lot of work, even if one knows where to begin. Awareness is also relatively low vs. other marketing concepts, and interest seems to have fizzled pretty quickly after Google’s announcement. People have their heads in the sand. Interactive Google trend chart: http://bit.ly/confection-gt Google Announcement confection.io/investors
  17. 17. 17 But there will be a day when people wake up and find their ads and 3rd-party forms aren’t working. This is Uh-Oh Day. And on January 14th, Google told us it’s coming “within two years.” confection.io/investors
  18. 18. 18 From now on, we’re focused on one thing: making sure we can take maximum advantage of Uh-Oh Day. When the world wakes up and sees Google has flipped the switch, as it were, and third- party cookies are truly a thing of the past; when marketing pros begin searching en masse for "what happened to my forms and ads“ and “what do I do without cookies” — we want to be ready with a frictionless, affordable path to salvation. Uh-Oh Day is coming. It’s getting closer every minute. We need to work hard and fast, and this is why we're raising money. confection.io/investors
  19. 19. #yoink 19 Put plainly: When Google discards the cookie for good — which it will do at some point in the next two years — our goal is to (a) capture its total accumulated value and (b) replace it, all at once, likely in a matter of weeks. Like most software markets, we have a winner-take-all mandate. And this one is going to happen much faster than usual. confection.io/investors
  20. 20. 20 Here’s our timeline for the next 24-36 months. Building, scaling, and (maybe) exiting in 24-36 months — it’s going to be quite a ride. Build App & Close Seed Round Beta Launch Early Adopters Fine Tune User- Acquisition Process (Marketing > Onboarding). Remove Friction. Prepare for Rapid Hyperscaling. Uh-Oh Day Hyperscale (Potential) Exit Q2 2020 Q3-Q4 2020 2021 2022 RIGHT NOW Months (Potentially Weeks) → confection.io/investors
  21. 21. 21 We shouldn't underestimate the possible impact of Uh-Oh Day. We could grow 1,000s of times in a matter of weeks. This presents both infrastructure and accounting challenges, but it also offers attractive revenue opportunities. Our PaaS vendor offers one-click scaling, but we'll incur costs for leveraging it. Assuming every user is worth at least $100 MRR, though, it’ll be well worth it. $0.00 $25,000,000.00 $50,000,000.00 $75,000,000.00 $100,000,000.00 Users @ 100x Growth Revenue @ $100 MRR/user Platform Expenses Months (Potentially Weeks) → confection.io/investors Uh-Oh Day
  22. 22. 22 Our business model is simple and thoroughly proven. Following the lead of AWS and data vendors like Pipl and Clearbit, we’re going to charge enterprise customers based on usage. In our case, we’ll build affordable recurring packages that offer businesses a certain number API requests each month. We’ll then bill them for each request above that. In time, we’ll begin sharing a percentage of this revenue with web users, allowing people to monetize their personal data and incentivizing them not to opt out of our system. (It’s also the right thing to do.) Monthly Fee Monthly API Requests Each Additional Request $99 1,000 $0.25 $199 2,500 $0.15 $399 5,000 $0.10 $499 10,000 $0.05 Custom Pricing 10,001+ (Bespoke, High-Request Enterprise Plan) confection.io/investors
  23. 23. confection.io/investors 23 That’s it! We hope you’ll join us as we position ourselves to take advantage of Uh-Oh Day. This is an exciting challenge and a rare opportunity to capture a lot of value quickly. During our seed round, we’re seeking $1million in equity funding. We’ll use it as outlined in the chart below. Uh-Oh Day Marketing/
 PaaS Scale Reserve 50% Short-Term 
 Marketing & Sales 15% Dev & Leadership 
 Team & Patenting
 Process 25.00% Short-Term 
 Infrastructure Costs 10.00% Super! Give us a shout: Quimby Melton (Founder) linkedin.com/in/oqmelton (702) 521 6711 (CA, USA) get@confection.io confection.io/investors crunchbase.com/organization/confection “I want in.”
  24. 24. v.1.2.1 (March 11, 2020) | confection.io/investors | get@confection.io Confection

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