Digital fund placement & GP/LP network

1. FundLinked
Investor Pitch Deck
Michael Herlache MBA
George Wang

2. Investor Pitch Deck Outline
1) Vision / Elevator Pitch
2) Traction
3) Market Opportunity
4) Problem & Current Solutions
5) Product / Service
6) Business Model
7) Market Approach & Strategy
8) Team
9) Competition
10) Investment
11) Exit Strategy
FundLinked
Investor Pitch Deck

3. Vision / Elevator Pitch
Digital fund placement & GP/LP network
FundLinked
Investor Pitch Deck

4. Traction
Finished accelerator program
FundLinked platform finished development
(MVP done)
Initial LP sign ups
Initial SEO and PR push
FundLinked
Investor Pitch Deck

5. Market Opportunity
Market Definition: Digital Fund Placement
Total Market Size: $15 bn
Customers:
LIMITED PARTNERS (LPs): We are initially targeting limited
partners. Of the 6,000 limited partners, 50% have capital looking
for placement. Fund commitments to private equity for limited
partners amount to $454 billion.
PLACEMENT AGENTS & GENERAL PARTNERS (GPs): We
target placement agents interested in increasing their dealflow and
general partners looking to raise a new or follow on fund. 1K
people work in fund placement in the USA, and $11.35 billion is
earned on fund placements by them. 100% of those working in
fund placement are interested in increasing their work capacity.
FundLinked
Investor Pitch Deck

6. The Problem
Raising a fund is hard to organize and difficult to execute on. Placement agents are
not open to the public and have red tape for the average user or existing fund
looking for a new fund or follow on fund. Currently, individuals search for a
placement agent and are directed to various generic placement agent websites
requiring them to make the first contact. Because of these barriers-to-entry, most
GPs go unfunded. Today, 9 out of 10 GPs go unfunded and over 50% of new funds
are undersubscribed. A significant contributor to this is due to lack of access to a
standardized fund application and networks of capital.
Palico and traditional placement agents. Most competitors focus exclusively on
traditional listings and provide a less-appealing user experience on their static
websites. Competitors ignore digital fund placement because it's a difficult market
to penetrate: dealflow is scattered. We believe that the lack of competition for
digital fund placement dealflow makes it the perfect opportunity.
Current Solutions
FundLinked
Investor Pitch Deck

7. Product / Service
We offer a fund placement platform that improves
capital allocation utilization and dealflow. Our
service is free to use initially and only costs users a
small fee to list and receive offers. Each of the 25
mm businesses in our database has a profile page
with a unique, searchable URL. Companies list their
capital requirements via an easy-to-use marketplace
and receive offers via our simple listing match
system.
FundLinked
Investor Pitch Deck

8. Revenue Model
FundLinked is free to use initially. We monetize via a $3,000
fee on memberships, paid by the user and limited partner
along with digital advertising. Limited Partners and
placement agents represent a $15 billion revenue
opportunity for FundLinked. We also collect valuable user
data that can be monetized in additional ways. Future
expansion can include taking part in the actual transactions,
which represent a $11.35 billion revenue opportunity,
international markets, and other opportunities.
FundLinked
Investor Pitch Deck

9. Marketing & Growth Strategy
We enter the market by providing limited partners (LPs)
a better PE presence for free. We provide users with a
better resource to find and execute on their fund
placements. We seed demand by creating and curating
great fund placement listings, by enabling user-
generated fund requirement listings, by encouraging
limited partners to promote their page, and via
SEO/SEM and social media marketing.
FundLinked
Investor Pitch Deck

10. Team
FundLinked
Investor Pitch Deck
Founder: Michael Herlache
VP, M&A
● Originated over $5bn in M&A opportunities in the healthcare, recycling, internet, fire protection,
manufacturing, real estate, telecommunications industries
● Won engagements totaling over $475M in M&A
● Responsible for the entire M&A origination process including the initial email outreach, then a follow
up call, then an in person meeting, then aiding the company in signing the engagement letter
Associate, M&A
● Managed team of 7 analysts while leading operational and technological infrastructure development
initiatives
● Responsible for ensuring that analysts properly build financial statement models and valuations
along with the corresponding pitchbooks, management presentations, and CIMs
● Selected Transaction and Project Experience:
○ Coverage Banking Initiative – Ongoing
● Developed coverage banking initiative to focused on middle market companies with total enterprise
values ranging from $5M to $1bn

11. Team Continued
FundLinked
Investor Pitch Deck
Lead Developer/CIO: George Wang
Built website to support two million hits/second. Cybiko needed to host online games. Architected website and infrastructure. Moved server
hosting to new facility. Reduced costs 62%. Boosted capacity from 250 hits/second.
IT Business Value added. With 17+ years in a CIO/ Director position directing a global organization with successful experience leading the
technology group to support manufacturing and distribution, business turn around (the supplier of the mass retail stores) and experiences to
lead it group in a private company from 500M to 1B+ and went public through organic growth, transformation and acquisition activity, and
through working with customers, building strong relationships with senior management and key stakeholders to drive innovation and
differentiated IT strategy and improving the business value of IT.
Turned $50M loss into $150M profit. North Pole was in the red. Consolidated EU, Asia and US data centers in China. Established MPLS
network, reducing data costs 80%. Implemented Six‐Sigma and ISO 9001 projects. Led business process reengineering steps, increasing
productivity140% and reducing outsourcing costs 70%.
Spearheaded $150M growth for global tech startup. Recruited to lead IT and manufacturing for Cybiko. Collaborated with Russians to
develop game device interface design. Established cost‐effective manufacturing facility in China. Created full functional Web infrastructure.
Set up Internet marketing and US distribution channels.
Standardized global SAP system setting stage for IPO. Colfax needed to satisfy worldwide accounting and security issues for pending IPO.
Consolidated subsidiary SAP licenses. Implemented corporate SAP platforms. Facilitated timely completion of GAAP filing requirements.
Passed SOX 404. Enabled successful IPO.
Enabled 100% revenue growth to $25M in 12 months. Fiber‐Craft growth was impeded by legacy technology. Selected to lead corporate
growth team. Upgraded hardware and infrastructure. Integrated POS systems with J.D. Edwards in Wal‐Mart, Kmart,Target and other major
retailers. Generated significant increase in product sales.
Developed and implemented cost‐saving global private network. Colfax couldn’t effectively communicate with 34 facilities in four business
units in 12 countries. Established global MPLS network. Consolidated data centers. Increased shared information. Reduced internal
price/project competition. Realized immediate $2.28M savings.

12. Competition
Palico & traditional placement agents. Most competitors
focus exclusively on traditional listings and provide a less-
appealing user experience on their static websites.
Competitors ignore digital fund placement because it's a
difficult market to penetrate: dealflow is scattered. We
believe that the lack of competition for digital fund
placement dealflow makes it the perfect opportunity.
FundLinked
Investor Pitch Deck

13. Investment
Ask: $500k
Transforms to Series Seed Preferred if oversubscribed to
$750k or more
Anticipated close: July 2015
Burn rate: $15k based on funding
Break-even: 15 months
Previous Investment: Friends & Family round
Use of Proceeds (as % of total raise)
• Founder salaries – 25%
• Sales & Marketing – 25%
• Operational Hires – 30%
• Server – 20%
FundLinked
Investor Pitch Deck

14. Exit
The opportunity for return on investment is most likely
through acquisition or IPO. We know that we are
building something very big that can IPO.
Comparable exits include:
Lending Club IPO @ $1bn
On Deck IPO @ $1.3bn
Kabbage Series E @ $1bn
FundLinked
Investor Pitch Deck