Uploaded byAP DealFlow
Ap deal flow process2
The document describes the objectives and features of the Asia Pacific DealFlow platform, which allows agents and investors to share and market deal opportunities. The platform aims to: 1) Create a database for agents to share their deal pipelines with other agents and market deals to investors. 2) Provide an independent platform for agents to share corporate finance and venture capital deals. 3) Allow users to create profiles, publish articles, and interact through social media features to promote deals and their expertise.
Ap deal flow process2
- 1. Asia Pacific DealFlow A pla&orm for sharing DealFlows with Agents and Investors
- 2.
- 3. About me 15 years in Financial Industry Tony Chan • • 2 years with Thomson Financial Reuters • 4 years in UBS / SBC Warburg • 3 start-‐ups during the dot com period. Raised around USD$15m Founder and CEO, Asia Pacific DealFlow Ltd • 4 years in offshore fiduciary – offshore banking Zetland Financial Group General Manager, Corporate Finance • MBA –Interna3onal Management and Investments • Interests – Entrepreneur Club, start-‐ ups and early stage businesses.
- 4. Rounds of corporate funding Size of Size of funding funding STARTUP EARLY STAGE HIGH GROWTH stage of growth
- 5. DealFlows are unstructured and complex OTHER INVESTEE AGENTS COMPANIES AGENT ZETLAND CLIENTS VC and PRIVATE ANGEL EQUITY INVESTORS
- 6. Agent Promo3on AGENT PROMOTION DEAL DEAL CLOSING CREATION DEAL PROMOTION
- 7. Registra3on First 3me Send CB login First Email registra3on via to member confirma3on CB Registra3on Complete User first steps profile
- 8. EMAIL INSTRUCTIONS AND INSTRUCTIONS FOR LOGIN WEBSITE • Thank you for registering with APDealFlow, there are 3 more steps to complete your registra3on Complete Create View deals For Agents your profile Deals to broker Send deals to Complete your For Entrepreneurs Create Deals Investors and profile Agents Request Complete your For Investors View Deals further info on profile Deals you like
- 9. Business Model With Agent Direct • USD$100 per month lis3ng fee • Direct contact
- 10. Step 1 -‐ Agent Promo3on • Members choose to be one of 3 types of ( Agent, Entrepreneur, Investor) • Members can choose to make their profiles public (listed) or private • Members can write ar3cles and publish ar3cles. Members can publish their own newsleders • Members can add other members into their lists (like Facebook) • Members can post blogs and comments on their walls for social media interac3on
- 11. Agent Profiles -‐ Q&A • Why do I need to complete my profile first? • This verifies your profile to us and to other members that you are genuine. In promo3ng deals, we are very concerned about fraud and thus encourage members to be as transparent as possible. • Do I have list my profile as public ? To list your profile as public is op3onal. The benefit of a public profile is openness and transparency which encourages people to reach out to you. It is also a showcase / bio of your track record like LinkedIn. • Can I link my facebook and LinkedIn profile? • Yes, simply add in your FB and LI public profiles which can show in your profile
- 12. Step 2 – DEAL CREATION • The Create Deal process is a 9 step process to list much informa3on into different tabs. • Currently informa3on must entered sequen3ally star3ng with Profile but future upgrade will allow user to fill only areas they want
- 13. Create Deals– Deal Profile • To create and list a corporate profile, go to the Create Deal func3on. • The first tab of the Create Deal is Profile. This allows you to create a one page public bio of your project. The objec3ve is to show your site publically like TechCrunch. • Profile Short Descrip3on describes your project in 180 chars. • Mul3ple pictures can be added to front page can be added to Profile • Op3on to list an Execu3ve Summary and Corporate Profile areas in the descrip3on area below. • Op3on to adach a PDF for download in the profile • Op3on to make a profile public on the site or make it private (hidden URL)
- 14. Create Deal – Biz Plan template § The Biz Plan is a template that can be op3onally used to complete. § Or if you already have wriden a business plan, there is an op3on to upload a PDF for viewing and downloading
- 15. Create Deal -‐ Financials Financial is an op3onal tab for a template financial. The fields include key opera3onal and financial figures an investor will look at. The benefit of comple3ng this is to be able to give a snapshot of the financials of a deal. The template forecast allows for a yearly top line projec3ons to be shown There should be an op3on to upload a PDF file for the user to download or view.
- 16. Create Deals -‐ Video • Video is a useful tab to record a video pitch or corporate video • Currently we link to YouTube – upload you video on YouTube and list as public or private • Link the video share code with an op3on to add a cap3on • Future upgrade will allow hos3ng videos on our own server
- 17. Create Deals – Picture Galleries PICTURES – Allows you to add galleries of pictures to be viewed in a slideshow from the user. Op3on for mul3ple picture galleries
- 18. Create Deal -‐ News • News is supposed to be a blog of current news. It should be done in the style of a corporate press release. It should be pubic informa3on
- 19. Create Deals -‐ Slides • Slides allows a presenta3on deck to be displayed in the tab • Currently we link to Slideshare, send your file to info@apdealflow.com and we will link the file for you. • In future upgrade, we will ability to host the ppt or pdf files to our own server for presenta3on in the slide tab
- 20. Create Deal -‐ Preferences • Preference Tab is a tab for the deal-‐ owner for security • Allows each tab be controlled by 3 levels of access:-‐ – Public – Member only – Private • There are op3ons to list the deal in a group and to either list the whole deal Private or Public
- 21. Q&A-‐ DEAL CREATION • Do I need to complete all the steps in the deal? XXX. • Do I have list my dseal peal Preferences How do I et my D ublicly ? XXX. • How do I set my Deal Preferences • YCCCC • What happens next
- 22. STEP 3 -‐ DEAL PROMOTION • APDealFlow will promote the project to exis3ng Agents and Investors • DealOwner can also contact other agents and investors on the plamorm • DealOwner can engage Agents to promote the deal
- 23. PROMOTING DEALS • 2 Ways to PUSH deals to new contacts Send a friend – send summary Deal Share specific tabs
- 24. PROMOTING DEALS -‐ ARTICLES POST ARTICLES PUBLISH NEWSLETTERS Post ArFcles on your deal into the site Publish a selecFon of arFcles into your own newsleGer
- 25. PROMOTING DEALS Live Web Conferencing • We use live conferencing to do virtual pitching or ini3al Mee3ngs • Saves 3me and money for both Company and poten3al investor
- 26. PROMOTING DEALS APDEALFLOW NEWSLETTER • Profile deals via APDF monthly newsleder • Over 2000 recipients • Over 4000 qualified VC investors
- 27. DEAL NEGOTIATION • Nego3a3ng a deal is a FACE to FACE process, no subs3tute for real mee3ng • APDF has an experienced team to intermediate between Company and Investor
- 28. DEAL CLOSING APDealFlow can be involved in the crucial deal-‐closing process TERM SHEET Post-‐Inv S&P Agreement followup Issuance of Fund Transfer company shares
- 29. APDealRoom – Instant secure virtual deal rooms USD$150 per month Presenta3on Free Trial Now Business Plans USES Secure File Sharing Corporate Documents Fund Raising Project due diligence M&A Business Broking Partnership Investor Rela3onships ..read more Features Advanced Security Permissions Simple setup Watermark documents View or Download Audit Trails Affordable monthly billing …read more
- 30.
- 31.
- 32. APDealFlow Process AGENT PROMOTION DEAL DEAL CLOSING CREATION DEAL PROMOTION
- 33. Crowd Sourcing model • Crowdsourcing will become legi3mate as a form of raising capital in the US • US JOBS Act to be signed in April 2012 • Allow Crowd Sourcing as a legal business model • For further informa3on