AGORA             PARTNERSHIPS                                         Equilibrium ConsultingSumira Jayabalan   Lindsay Su...
Agenda Opportunity P-Bills Fund the Future Financial Analysis Implementation
Current Strategy                     Agora                       The Accelerator                  Partnerships            ...
Financial Situation                                     Accelerator         Investments in                 81% of         ...
Decision Criteria                                                             Increases        Generates                  ...
Opportunity Statement       By introducing P-Bills for retail investors and        the “Fund the Future” student fundraisi...
P-Bills                              What are P-Bills?           Short term, moderate risk, zero coupon investments      ...
Fund the Future                                     Involve                                                               ...
Fund the Future                                      Involve                                                              ...
Leveraging Technology                Search                Engine              Advertising               Internet         ...
P-Bill Funding                                                 Implications                               P-Bill Sales Pro...
Self-Sustaining                                                      Initiative              Accelerator Program can be 72...
Implementation        SHORT TERM                       MEDIUM TERM                       LONG TERM    (Present-End of 2011...
Opportunity Statement By introducing P-Bills for retail investors and  the “Fund the Future” student fundraising  challeng...
Question & AnswerOpportunity Back-Up                             Detailed ImplementationAlternatives                      ...
SummaryP-Bills• Introducing impact investing to retail investors• Generate revenue“Fund the Future” Student Challenge• Fun...
Alternatives1. Adjust focus: Loans    Agora makes own investments2. Donation focus: Singular revenue stream    Benchmark...
Decision Matrix                      Generates revenue   Adheres to Agora    Increases                          streams   ...
Fund the Future Logistics 1 MBA per Accelerator company MBA assigned to each school  selects team of 2  undergraduates...
P-BILLS   FUND THE FUTURE                        P-BILLS   FUND THE FUTUREP-BILLSRetail Investors allover the world areemp...
P-BILLS THE FUTURE FUTURE                         FUND FUND THE                                                    INITIAT...
Simple Investing                                          With Flexibility     Option 1:           Option 2:          Opti...
P-Bill Certificate                                  500P-BILL - People, Planet, Profit
Value Proposition               P-Bill Investor     An Impact Investor    Facilitating change     and empowering        de...
Student ProfileDemographic                              Geographic• Doing an Undergraduate degree          • North America...
Investor ProfileDemographic             Geographic• Small amount of       • North American  money to invest         Market...
Intra-Industry Comparisons:    Debt Investment Growth    No discernable pattern in trajectory of debt                   in...
Long Term Revenues Sensitivity       Forecast:  analysis:         $400B-$1T        Base Case:                  industry si...
Accelerator Funding Needs
P-Bill FundingImplications (Full)
Implementation:                                            Short Term                      Jan Feb Mar   Apr May Jun   Jul...
Implementation:                        Medium Term1. Start Fund the Future Student Challenge    Fundraising by students –...
Implementation:                              Long Term1. Customizing terms of P-Bills    Adjust duration, return, and fac...
Sample P-Bill Ad Why buy a T-Bill whenyou can invest in a P-Bill?      People. Planet. Profit.                  Learn more...
Upcoming SlideShare
Loading in …5
×

Hilltop Challenge - Equilibrium Consulting

547 views

Published on

Published in: Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
547
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • First 2 criteria are non-negotiable Adheres to agora strategy: (TYPE IT OR NOT)1234Impact investing: agora as a vehicle for retail impact investment
  • These P-Bills can be purchased online, and telephone support is available.....they will receive a certificate of proof?!??!?!Furthermore, the...Investor gets to select which of the accelerator companies to invest in.....after consulting the accelerator entrepreneurs’ profiles on agora’s website.
  • Raise funds for the accelerator program – covering the accelerator program’s costs PLANT THE SEEDBackup slide NEEDED
  • Raise funds for the accelerator program – covering the accelerator program’s costs
  • Using P-Bills to draw retail investorsfund
  • Short termWebsite re-design: New initiativesAssign MBA Advisors to SchoolsGive Lecture/Presentation about company  present the challengeMedium term-Funding the Future begins (Jan 2012) -Personalizing P-BillsLong term
  • Adjust focus: LoansAgora makes own investmentsDonation Focus: Singular Revenue StreamBenchmark KIVAFurther leveraging student partnerships (Expertise):Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
  • Adjust focus: LoansAgora makes own investmentsDonation Focus: Singular Revenue StreamBenchmark KIVAFurther leveraging student partnerships (Expertise):Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
  • P-Bills are medium risk, zero coupon investments designed to attract
  • Undergraduate students from a variety of different faculties are becoming forces for global change; making a difference one step at a time.Undergraduate students raising capital for entrepreneurs in Central America through ways that will positively impact their communities. Make their opportunity, your opportunity.
  • Adjust focus: LoansAgora makes own investmentsDonation Focus: Singular Revenue StreamBenchmark KIVAFurther leveraging student partnerships (Expertise):Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
  • Adjust focus: LoansAgora makes own investmentsDonation Focus: Singular Revenue StreamBenchmark KIVAFurther leveraging student partnerships (Expertise):Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
  • Adjust focus: LoansAgora makes own investmentsDonation Focus: Singular Revenue StreamBenchmark KIVAFurther leveraging student partnerships (Expertise):Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
  • Adjust focus: LoansAgora makes own investmentsDonation Focus: Singular Revenue StreamBenchmark KIVAFurther leveraging student partnerships (Expertise):Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
  • Adjust focus: LoansAgora makes own investmentsDonation Focus: Singular Revenue StreamBenchmark KIVAFurther leveraging student partnerships (Expertise):Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
  • Adjust focus: LoansAgora makes own investmentsDonation Focus: Singular Revenue StreamBenchmark KIVAFurther leveraging student partnerships (Expertise):Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
  • Adjust focus: LoansAgora makes own investmentsDonation Focus: Singular Revenue StreamBenchmark KIVAFurther leveraging student partnerships (Expertise):Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
  • Hilltop Challenge - Equilibrium Consulting

    1. 1. AGORA PARTNERSHIPS Equilibrium ConsultingSumira Jayabalan Lindsay Sullivan Annika Lewis Julia Godolphin
    2. 2. Agenda Opportunity P-Bills Fund the Future Financial Analysis Implementation
    3. 3. Current Strategy Agora The Accelerator Partnerships Program Intermediary High growth connecting early potential stage entrepreneurs entrepreneurs & investors Impact Goal: to be self- entrepreneurs sustainingOpportunity P-Bills Fund the Future Finances Implementation
    4. 4. Financial Situation Accelerator Investments in 81% of program entrepreneurs revenue from entirely not accessible private dependant on to retail contribution grants investorsOpportunity P-Bills Fund the Future Finances Implementation
    5. 5. Decision Criteria Increases Generates Adheres to awareness of revenue Agora strategy impact streams investingOpportunity P-Bills Fund the Future Finances Implementation
    6. 6. Opportunity Statement By introducing P-Bills for retail investors and the “Fund the Future” student fundraising challenge, Agora Partnerships will increase both access to and awareness of impact investing, and will be able to cover 72-80% of the costs of the Accelerator program by 2015.Opportunity P-Bills Fund the Future Finances Implementation
    7. 7. P-Bills What are P-Bills?  Short term, moderate risk, zero coupon investments  People, Planet, Profits Loan Terms  1 year P-Bill Objectives Investor Incentive  $500 • Introduce lower net • Financial & social  18% worth investors to interest returns rate impact investing  6-9% to Agora Accelerator • Generate internal • Selects entrepreneur revenueOpportunity P-Bills Fund the Future Finances Implementation
    8. 8. Fund the Future Involve Increase Fundraising challenge + students & leverage their = awareness & raise funds skills  Competition between 10 schools; MBA mentors  Raise as much as you can while generating positive social impactOpportunity P-Bills Fund the Future Finances Implementation
    9. 9. Fund the Future Involve Increase Fundraising challenge + students & leverage their = awareness & raise funds skills  Gain experience in impact investing industry  Winner receives equity stake in the entrepreneurOpportunity P-Bills Fund the Future Finances Implementation
    10. 10. Leveraging Technology Search Engine Advertising Internet Advertising WebsiteFacebook, Twitter, Blogs Social Media YouTube Retail Investors Innovative Media Fund the Future Campaign
    11. 11. P-Bill Funding Implications P-Bill Sales Projection: CAGR of 30.2% until 2020 Decrease in new firms to ensure Able to generate all financing through sufficient retail investment P-Bills by 2015Opportunity P-Bills Fund the Future Finances Implementation
    12. 12. Self-Sustaining Initiative Accelerator Program can be 72-80% Internally Financed by 2015Opportunity P-Bills Fund the Future Finances Implementation
    13. 13. Implementation SHORT TERM MEDIUM TERM LONG TERM (Present-End of 2011) (2012-2014) (2015+)1. Pursue relationship with Pay-pal and begin offering P-Bills 2. Assign MBAs to Schools 3. Beginning of ‘Fund the Future’ campaign 4. Limited expansion of the accelerator program 5. Customizing terms of P-Bills 6. Exploring emerging investment opportunities 7. Consider integration of accelerator companies with developed business partners Opportunity P-Bills Fund the Future Finances Implementation
    14. 14. Opportunity Statement By introducing P-Bills for retail investors and the “Fund the Future” student fundraising challenge, Agora Partnerships will increase both access to and awareness of impactinvesting, and will be able to cover 72-80% ofthe costs of the Accelerator program by 2015.
    15. 15. Question & AnswerOpportunity Back-Up Detailed ImplementationAlternatives Short term ImplementationDecision Matrix Medium term Implementation Long term ImplementationRecommendation Support Further Financial AnalysisNew P-Bills Web Interface Industry ComparisonsNew Fund the Future Interface Long Term RevenuesP-Bill Certificate Accelerator funding NeedsWhat do retail investors get out of a P-Bill? P-Bill Funding ImplicationsRetail Investor ProfileP-Bill Sample AdDetails of the “Fund the Future” ChallengeWho is targeted with the Fund the Futurestudent fundraising challenge?
    16. 16. SummaryP-Bills• Introducing impact investing to retail investors• Generate revenue“Fund the Future” Student Challenge• Fundraising competition• Raising money and awarenessFinancial Results• Ability to finance entrepreneurs exclusively through retail investors• Primarily internal financing for accelerator program
    17. 17. Alternatives1. Adjust focus: Loans  Agora makes own investments2. Donation focus: Singular revenue stream  Benchmark KIVA3. Further leveraging student partnerships  Dual focus: Investments (P-bills) + Fundraising (Fund the Future)
    18. 18. Decision Matrix Generates revenue Adheres to Agora Increases streams Strategy AwarenessAdjust Focus: Agora ++ -- ++ making owninvestments (Loans) Donation Focus: + - + Singular Revenue StreamFurther leveraging ++ ++ +++ student partnerships
    19. 19. Fund the Future Logistics 1 MBA per Accelerator company MBA assigned to each school  selects team of 2 undergraduates Competition lasts 4 monthsCriteria for Winner1. Raises the most funds2. Demonstrates positive social impact of fundraising activities3. Effectively uses social media to fundraise + communicate message
    20. 20. P-BILLS FUND THE FUTURE P-BILLS FUND THE FUTUREP-BILLSRetail Investors allover the world areempoweringentrepreneurs indeveloping countries,one investment at atime. LEARN MORE INVEST COMPANYLEARN MORE >> PROFILES ABOUT P-BILLS TODAY
    21. 21. P-BILLS THE FUTURE FUTURE FUND FUND THE INITIATIVEFUND THE FUTURE GOALS SOCIAL IMPACTUndergraduate studentsraising capital for FINANCIALentrepreneurs in Central IMPACTAmerica through ways thatwill positively impact their TEAMcommunities. MEMBERSLEARN MORE >> BUSINESS IDEASTRACKING PROGRESS
    22. 22. Simple Investing With Flexibility Option 1: Option 2: Option 3: Option 4: 12% to Investor 11% to Investor 10% to Investor 9% to Investor 6% to Agora 7% to Agora 8% to Agora 9% to AgoraMaximizing Personal Return Maximizing Social Impact
    23. 23. P-Bill Certificate 500P-BILL - People, Planet, Profit
    24. 24. Value Proposition P-Bill Investor An Impact Investor Facilitating change and empowering developing communitiesFinancial (5-8%) and Social Returns
    25. 25. Student ProfileDemographic Geographic• Doing an Undergraduate degree • North America/Europe• MBA• 18-25 Undergraduate StudentsBehavioral Psychographic• Access to a non-profit network • Entrepreneurial focus• Job opportunities • Creative/Innovative• Experience in working with emerging • Background in education which businesses in developing economies supports this cause
    26. 26. Investor ProfileDemographic Geographic• Small amount of • North American money to invest Market• Low-Medium disposable incomeBehavioral Psychographic• Desire financial • Using own and social return money to invest
    27. 27. Intra-Industry Comparisons: Debt Investment Growth No discernable pattern in trajectory of debt investments
    28. 28. Long Term Revenues Sensitivity Forecast: analysis: $400B-$1T Base Case: industry size by CAGR of 30.20%Industry Growth 2020
    29. 29. Accelerator Funding Needs
    30. 30. P-Bill FundingImplications (Full)
    31. 31. Implementation: Short Term Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov DecMBA MentorSelection ProcessMBA Presentationof ChallengeWebsite Re-designTeam Application/Selection PeriodSet uprelationship withpay-palStart Selling of P-Bills
    32. 32. Implementation: Medium Term1. Start Fund the Future Student Challenge  Fundraising by students – Feb-May 20122. Limited Expansion of Accelerator program  17,17,18 - # of additional companies in 2012,2013,2014 respectively  Looking at all of Central America
    33. 33. Implementation: Long Term1. Customizing terms of P-Bills  Adjust duration, return, and face value to suit individual investor needs2. Exploring emerging investment opportunities  Evaluate structure of impact investing class  Actively participate in market3. Consider integration of accelerator companies with developed business partners
    34. 34. Sample P-Bill Ad Why buy a T-Bill whenyou can invest in a P-Bill? People. Planet. Profit. Learn more at agorapartnerships.org

    ×