This document summarizes a seed round deck for CallTree Pro Inc. It describes CallTree Pro as developing an incident command and communication platform to automate incident handling across large, dispersed teams. It outlines the addressable market, product solution, development timeline, team, traction, exit strategy, and request for a $750,000 seed round to fund expanding the platform and formalizing sales channels to achieve $5M+ in annual contract value within 12-15 months.

1. Seed round deck
7/3/2014CONFIDENTIAL CALLTREE PRO INC

2. Our idea
 “Incident Command & Communication platform” allowing CTP to enhance an
existing but highly manual layer of the Enterprise IT stack
 Automation of the most critical stage in an Incident or Event lifecycle – the human
aspect of handling of that Incident/Event across large, dispersed teams.
 Focus on providing Enterprise IT and IoT solutions with high growth, deep
pocketed companies like Cisco, ServiceNow, Johnson Controls, etc.
 Partner with best of breed vendors to leverage their startup programs, off-load
some engineering costs, accelerate time to market and co-market with them to
amplify brand awareness efforts.
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3. Market Segmentation
Overall WW IT
Market
US Enterprise IT
US Software Market
US SaaS Spending
• WW -
$3.8T
• US -
$875B
Overall
Market
• US -
$542B
• US SAAS -
$32.2 B
Software
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4. The TAM slide
Budget Capture Funnel
$18B+ TAM
CAFM
$1.8B
ITSM
$13.8B
DRS
$3.2B
$32B spend on SaaS applications
Market growing at 11% per annum
Strong opportunity for market consolidation
Growing set of opportunities outside Enterprise IT in IoT
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5. Market Sizing
Small Businesses
$2.8-5.6B TAM US
$6.2-12B TAM WW
Medium Businesses
$1.6- 2.2B TAM US
$8.5-22.8B TAM WW
• Assumptions used
• 15% market share max
• Lite plan for Small Biz
• Pro –Ent average for Mid
Market
• 33% will leverage CTP API on
a paid basis
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6. Competitive Landscape
 Who else is out there right now
 AtHoc
 Everbridge
 Mir3
 xMatters
 Send Word Now
CallTree Pro matches every single competitor when it comes to core features w/ 2.0
release and exceeds ALL of them when it comes to cost, ease of use, integrations,
enterprise feature sets.
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7. Company
Mass
Notification
Multi
Channel
Geo-Aware
Real Time
Messaging
End User
Updating
Event
Reporting
Event
Templ
ates
Real Time
Analytics
Built-in
Security
Open
API
Availabili
ty &
Support
SLA’s
Athoc X X X X X X X X
xMatters X X X X X X X X X X
Mission Mode X X X X X X X X X
CallTree Pro
(Fall Release)
X X X X X X X X X X X
Guardly X X X X X X X X
Dell AlertFind X X X X X X X
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8. CTP Customer Sweet Spot
$10M $10B+$250M $2.5B
Target Mid Market Space
Most likely to
purchase single IT
Management
functions on an as
needed:
CTP value
proposition is
effective in this
sector but CAC must
be low to be
profitable
CallTree Pro does
not currently have
the corporate mass
to service this
sector in a broad
capacity:
- Support
- Brand
- References
- Corp
Relationships
• 500+ Employees
• Multiple locations
• Mature
Management
Processes
Our Value Proposition is On-Target:
• Innovative
• Integrated with existing tools
• Cost Effective
• SaaS based
“Greenfield” to “Cap and Grow” Opportunities
• Scale and growth in this segment
drive more mature IT
• Cost sensitivity to IT Solutions
• Focus on Innovation and
efficiencies

9. The Problem
 Once an Incident or Problem occurs, all activities are still manually coordinated
across disparate channels making audit reporting a nightmare
 IT is primarily focused on the IT aspect, not the People side
 Most companies don’t have a backup to traditional communication paths beyond a
second email server
 Coordination of staff & users across geographically dispersed areas is very manual,
time intensive and lacks the audit trail required in todays compliance driven world.
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10. The CTP Solution
Command
Interactive Dashboard, Task Assignment, Status & Activity
feed
Communication
Real Time Messaging, Device cycling, Geo Tech, Cloud
Documents
Enterprise features
Audit trails, AD/LDAP sync, SSO, Reporting Engine, Open
API, Storage and Playback
CTP API
GRC Tools
HRIS
IT
Monitoring
Help Desk
CAFM
UCF
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11. Where CTP fits in the Enterprise IT Stack
• ITGRC• HRIS
• ITOM• ITSM
Incident to
Problem
Escalation
Big Red Button
CIRT/Ops
DR/BCP
Policy
Acceptance
Employee Safety
Location
Compliance
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12. 5 Month Product Development Schedule
May –Sept 2014
Underlying Engine
Database design
Landing Page
Call trees
Public API setup
Location services
Real-time Communication
CAP Bridge
Underlying Engine
API core (Node.js)
UI design
User Management
Signup
Subscription management
Billing
UI Implementation
Dashboard
Event View
Integrations Panel
Forms & Task Lists Library
End User mobile app
Core UI Build
Event Templates
Mobile updating
Archival & Reporting
Storage & Playback
End User mobile app – bug fix
Admin mobile app
ValueAdd Features
CTP-OPS mobile & web apps
Monitoring & Notifications
Load testing
Failover testing
Documentation
Hardening
1 L3 dev – 4MM @ 20.4K
2 L2 devs – 4MM @ 17.2K each
2 Mobile – 4MM @ 17.2k each
1 Infra2 for 2MM @ 8K
1 DBA3 for 4MM @ 16K
1 Design3 – 5MM @ 26K
1 PM – 5MM @ 40K
Total $$ is 180K
Budget

13. Product Ecosystem – partners, not just vendors
NewScale
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14. Partner Ecosystem
 IT Service Management
 ServiceNow, CA Nimsoft, Cisco, ZenDesk
 IT Management
 Cisco, New Relic, CA, Spiceworks
 Internet of Things
 Cisco, Johnson Controls
 Collaboration
 Cisco WebEx, Citrix GoToMeeting, On24, Fuze
 Beacon
 Apple, HID, Qualcomm, Google
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15. Traction & Validation
 We have customers!
 Paying Customers – avg MRR of $450+ per customer
 Interested Customers – current pipeline is 400K+ ACV
 Sungevity
 Federal Home Loan Bank
 EBMUD
 AAA
 Brown-Forman
 On-boarded initial Channel Partner and actively recruiting more
 Technology partnerships with Cisco, ServiceNow & Qualcomm
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16. The Team
 Chris Kirschke – 17 years of Enterprise IT experience on both the buy & sell side
with a focus on Information Security & Disaster Recovery. Excelled in technical to
management roles ranging from startups to consulting to Global 50 organizations.
 Richard Harrison – 20+ years experience in IT, product development and systems
engineering.
 Advisors
 Brad Thomas – Dir of CorpDev @ Juniper Networks
 Kevin McNary - Enterprise Accounts @ DocuSign
 John Giubileo – VP of Engineering @ EMC
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17. Exit Strategy
Buyers
 Who could buy us?
 Enterprise Market
 Cisco
 HP
 CA
 EMC
 Mid Market
 ServiceNow
 Cherwell
Strategy
Momentum
IntegrationTechnology
18-36 months timeline with an
acquisition at the sub $50M mark 7/3/2014CONFIDENTIAL CALLTREE PRO INC

18. The Ask -
 $750,000 seed round
 Convertible note, 8%, 25% discount, $5M valuation cap, 150% CoC
 Use of funds -
 Development of CTP 2.0 – moves us from point solution to platform
 Marketing – product, channel, partner and online programs
 Formalize our Sales Channels
 Invest in Cloud/DevOps (scalability/availability engineering)
 Founders salaries
 Provides a 12-15 month runway
 Recruitment of initial Executive roles (Sales, Marketing, Partner)
 Gets us to $5M+ in ACV/400K+ MRR
 Sets up CTP for an early exit in the $30-50M range
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