eShares is a transfer agent that issues and tracks ownership of electronic shares, options, debt, and derivatives for private companies. It charges $20 per transaction and offers additional services like 409A compliance and stock option accounting. eShares is growing rapidly, adding new companies and revenue month-over-month. It aims to raise a $6-8 million Series A to expand its platform and services to take more companies public.
Monzo: Ā£19.3M VC investment turned into $2B. Monzo's Series C pitch deckAA BB
Ā
š® Want more VC/investment startup pitch decks? Weāve centralised ALL succesful investor pitch decks at: https://chagency.co.uk/getstartupfunding ā check all of them out
š® The effort is adhering to the ideology of āThe Future Of Freemiumā ā read more here: https://chagency.co.uk/blog/ceo/the-future-of-freemium-how-to-get-peoples-attention/
š® Our library of pitch decks will not have any advertisement, only a signature. We are a design agency that helps SaaS CEOs reduce user churn.
ā
Note, this is likely either the Series C or the Series D funding round, given the content of the deck.
In February 2017, Monzo raised Ā£19.5M from Thrive Capital (likely this round).
In November 2017, they raised Ā£71M from Goodwater capital.
Monzo: Ā£19.3M VC investment turned into $2B. Monzo's Series C pitch deckAA BB
Ā
š® Want more VC/investment startup pitch decks? Weāve centralised ALL succesful investor pitch decks at: https://chagency.co.uk/getstartupfunding ā check all of them out
š® The effort is adhering to the ideology of āThe Future Of Freemiumā ā read more here: https://chagency.co.uk/blog/ceo/the-future-of-freemium-how-to-get-peoples-attention/
š® Our library of pitch decks will not have any advertisement, only a signature. We are a design agency that helps SaaS CEOs reduce user churn.
ā
Note, this is likely either the Series C or the Series D funding round, given the content of the deck.
In February 2017, Monzo raised Ā£19.5M from Thrive Capital (likely this round).
In November 2017, they raised Ā£71M from Goodwater capital.
(Pitch Deck): How FTX raised over $1 billionPitch Decks
Ā
FTX was arguably the market-leading cryptocurrency exchange before it's highly-publicized liquidity crisis and ensuing bankruptcy filing in late 2022.
FTX (once valued over $32 billion) collapsed in a matter of days in November 2022 after it was revelaed that founder Bankman-Fried had secretly shifted $10 billion of FTX customer deposits to Alameda.
Despite their recent failures, one cannot overlook that FTX was incredibly successful in fundraising in a challenging environment:
They raised their first seed round in 2018 in the midst of the crypto-winter, and raised over $1.8 billion since.
FTX raised multiple rounds led by Sequoia, with participation from notable VC funds like Tiger Global, Softbank, Lightspeed Venture Partners, ICONIQ Growth, and more.
Here's an inside look at an FTX pitch deck from May 2021, presumably used to raise their $1B Series B round announced in June of the same year:
Mapme Investor Deck.
The deck we originally used to raise our seed round of $1M. See the progress we've made at www.mapme.com. Welcome to try it out and create a map.
Any questions? I'm at ben@mapme.com
The Pitch Deck We Used To Raise Over $1 MillionStuart Logan
Ā
Twine has raised over $1 million. This is one of the pitchdecks we used. Here is the story:
https://www.twine.fm/blog/pitch-deck-used-to-raise-a-million/
Note, I removed 5 sensitive slides in the Appendix: Financials, Projections, Competition, and Marketing Strategy.
Coinbase pitch deck designed by Zlides
Want to create a pitch deck that inspires your audience? Get your FREE presentation kit designed by Zlides: http://bit.ly/slideshare_zlides
š® Want more VC/investment startup pitch decks? Weāve centralised ALL succesful investor pitch decks at: https://chagency.co.uk/getstartupfunding ā check all of them out
š® The effort is adhering to the ideology of āThe Future Of Freemiumā ā read more here: https://chagency.co.uk/blog/ceo/the-future-of-freemium-how-to-get-peoples-attention/
š® Our library of pitch decks will not have any advertisement, only a signature. We are a design agency that helps SaaS CEOs reduce user churn.
This talk is about how to marry your innate skills in creative problem solving with the evolving practice of "problem making" to better serve both clients and users in crafting compelling products, services, and experiences. It was presented at Creativity Oklahoma's online conference on applied creativity for art and design, along with Scott Belsky, CEO of Behance.
(Pitch Deck): How FTX raised over $1 billionPitch Decks
Ā
FTX was arguably the market-leading cryptocurrency exchange before it's highly-publicized liquidity crisis and ensuing bankruptcy filing in late 2022.
FTX (once valued over $32 billion) collapsed in a matter of days in November 2022 after it was revelaed that founder Bankman-Fried had secretly shifted $10 billion of FTX customer deposits to Alameda.
Despite their recent failures, one cannot overlook that FTX was incredibly successful in fundraising in a challenging environment:
They raised their first seed round in 2018 in the midst of the crypto-winter, and raised over $1.8 billion since.
FTX raised multiple rounds led by Sequoia, with participation from notable VC funds like Tiger Global, Softbank, Lightspeed Venture Partners, ICONIQ Growth, and more.
Here's an inside look at an FTX pitch deck from May 2021, presumably used to raise their $1B Series B round announced in June of the same year:
Mapme Investor Deck.
The deck we originally used to raise our seed round of $1M. See the progress we've made at www.mapme.com. Welcome to try it out and create a map.
Any questions? I'm at ben@mapme.com
The Pitch Deck We Used To Raise Over $1 MillionStuart Logan
Ā
Twine has raised over $1 million. This is one of the pitchdecks we used. Here is the story:
https://www.twine.fm/blog/pitch-deck-used-to-raise-a-million/
Note, I removed 5 sensitive slides in the Appendix: Financials, Projections, Competition, and Marketing Strategy.
Coinbase pitch deck designed by Zlides
Want to create a pitch deck that inspires your audience? Get your FREE presentation kit designed by Zlides: http://bit.ly/slideshare_zlides
š® Want more VC/investment startup pitch decks? Weāve centralised ALL succesful investor pitch decks at: https://chagency.co.uk/getstartupfunding ā check all of them out
š® The effort is adhering to the ideology of āThe Future Of Freemiumā ā read more here: https://chagency.co.uk/blog/ceo/the-future-of-freemium-how-to-get-peoples-attention/
š® Our library of pitch decks will not have any advertisement, only a signature. We are a design agency that helps SaaS CEOs reduce user churn.
This talk is about how to marry your innate skills in creative problem solving with the evolving practice of "problem making" to better serve both clients and users in crafting compelling products, services, and experiences. It was presented at Creativity Oklahoma's online conference on applied creativity for art and design, along with Scott Belsky, CEO of Behance.
Backed by Mark Cuban and ACT Venture Capital, Soundwave is a mobile music-discovery startup founded in 2012. Soundwave tracks what songs people are listening to on their smartphones and where in real time.
We help publishers promote their iPhone apps. Instead of screenshots or pre-recorded video, publishers can embed interactive iPhone app demos on any web page.
VC Bootcamp By DFJ Gotham Ventures and Wilson Sonsini Goodrich & RosatiMark Davis
Ā
Slides from the Venture Capital Bootcamp event hosted by DFJ Gotham Ventures and Wilson Sonsini Goodrich & Rosati at Columbia University on June 3, 2009. A video of the 3 hour event is available at www.dfjgotham.com.
The Donald W. Reynolds National Center for Business Journalism presented the free, three-hour workshop, "Detecting Corporate Fraud: Tips from a Crook and a Sleuth," before the Investigative Reporters and Editors Conference on June 25, 2014.
Roddy Boyd, investigative reporter and founder of the Southern Investigative Reporting Foundation, led this investigative training with Sam E. Antar, former CFO of Crazy Eddie, Inc. and convicted felon.
To access all training materials provided during the series of "Detecting Corporate Fraud" workshops, please visit http://bit.ly/cofraud14.
For information about business journalism training and resources, please visit http://businessjournalism.org.
MediaShares methodology enables companies to raise capital by selling shares on its own website or Facebook page. We do Crowdfunding through SEC-compliant online stock offerings.
Agile Value: Systems Thinking and Balancing Autonomy at ScaleCprime
Ā
Slides from Laura O'Brien's presentation at Agile Day Twin Cities 2019, hosted on November 20th at the RiverCentre in Saint Paul, MN.
https://www.agiledaytwincities.com/
You'll learn:
- How to identify which numbers to track and monitor.
- How to build a basic financial model.
- How to articulate your financial story.
One of the main reasons startups fail is they run out of capital. Learn how to master your startup's financials and stay in the game!
Strategic Capital Partners offers a multitude of funding options to small business owners across the nation. Speed, simplicity, and security are the driving factors behind everything we provide to our clients. Upon submitting your application, we review it with a dedicated funding advisor. We then search our vast network of lenders to find the best funding options available to perfectly meet the demands of your business. Small business is the backbone of America and Strategic Capital Partners is the backbone of small business.
Eric Jackson's presentation to Yahoo outlining his plan to slash the companyās workforce by 75%, replace Marissa Mayer with an operations-focused CEO and bring in a strategic partner to help navigate the tax issues surrounding its Asian assets.
Source: http://www.wsj.com/public/resources/documents/yahoopresentation.pdf
The internal report from The Times's new ideas task force headed by Arthur Gregg Sulzberger. (Missing pages: 9, 11, 19, 21, 22)
Originally published by BuzzFeed: http://www.scribd.com/doc/224332847/NYT-Innovation-Report-2014
More: www.buzzfeed.com/mylestanzer/exclusive-times-internal-report-painted-dire-digital-picture
Accelerate Enterprise Software Engineering with PlatformlessWSO2
Ā
Key takeaways:
Challenges of building platforms and the benefits of platformless.
Key principles of platformless, including API-first, cloud-native middleware, platform engineering, and developer experience.
How Choreo enables the platformless experience.
How key concepts like application architecture, domain-driven design, zero trust, and cell-based architecture are inherently a part of Choreo.
Demo of an end-to-end app built and deployed on Choreo.
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...Juraj Vysvader
Ā
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I didn't get rich from it but it did have 63K downloads (powered possible tens of thousands of websites).
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar
Ā
The European Union Agency for Law Enforcement Cooperation (Europol) has suffered an alleged data breach after a notorious threat actor claimed to have exfiltrated data from its systems. Infamous data leaker IntelBroker posted on the even more infamous BreachForums hacking forum, saying that Europol suffered a data breach this month.
The alleged breach affected Europol agencies CCSE, EC3, Europol Platform for Experts, Law Enforcement Forum, and SIRIUS. Infiltration of these entities can disrupt ongoing investigations and compromise sensitive intelligence shared among international law enforcement agencies.
However, this is neither the first nor the last activity of IntekBroker. We have compiled for you what happened in the last few days. To track such hacker activities on dark web sources like hacker forums, private Telegram channels, and other hidden platforms where cyber threats often originate, you can check SOCRadarās Dark Web News.
Stay Informed on Threat Actorsā Activity on the Dark Web with SOCRadar!
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...Shahin Sheidaei
Ā
Games are powerful teaching tools, fostering hands-on engagement and fun. But they require careful consideration to succeed. Join me to explore factors in running and selecting games, ensuring they serve as effective teaching tools. Learn to maintain focus on learning objectives while playing, and how to measure the ROI of gaming in education. Discover strategies for pitching gaming to leadership. This session offers insights, tips, and examples for coaches, team leads, and enterprise leaders seeking to teach from simple to complex concepts.
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...Globus
Ā
The Earth System Grid Federation (ESGF) is a global network of data servers that archives and distributes the planetās largest collection of Earth system model output for thousands of climate and environmental scientists worldwide. Many of these petabyte-scale data archives are located in proximity to large high-performance computing (HPC) or cloud computing resources, but the primary workflow for data users consists of transferring data, and applying computations on a different system. As a part of the ESGF 2.0 US project (funded by the United States Department of Energy Office of Science), we developed pre-defined data workflows, which can be run on-demand, capable of applying many data reduction and data analysis to the large ESGF data archives, transferring only the resultant analysis (ex. visualizations, smaller data files). In this talk, we will showcase a few of these workflows, highlighting how Globus Flows can be used for petabyte-scale climate analysis.
Software Engineering, Software Consulting, Tech Lead.
Spring Boot, Spring Cloud, Spring Core, Spring JDBC, Spring Security,
Spring Transaction, Spring MVC,
Log4j, REST/SOAP WEB-SERVICES.
Enhancing Research Orchestration Capabilities at ORNL.pdfGlobus
Ā
Cross-facility research orchestration comes with ever-changing constraints regarding the availability and suitability of various compute and data resources. In short, a flexible data and processing fabric is needed to enable the dynamic redirection of data and compute tasks throughout the lifecycle of an experiment. In this talk, we illustrate how we easily leveraged Globus services to instrument the ACE research testbed at the Oak Ridge Leadership Computing Facility with flexible data and task orchestration capabilities.
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...Mind IT Systems
Ā
Healthcare providers often struggle with the complexities of chronic conditions and remote patient monitoring, as each patient requires personalized care and ongoing monitoring. Off-the-shelf solutions may not meet these diverse needs, leading to inefficiencies and gaps in care. Itās here, custom healthcare software offers a tailored solution, ensuring improved care and effectiveness.
We describe the deployment and use of Globus Compute for remote computation. This content is aimed at researchers who wish to compute on remote resources using a unified programming interface, as well as system administrators who will deploy and operate Globus Compute services on their research computing infrastructure.
How to Position Your Globus Data Portal for Success Ten Good PracticesGlobus
Ā
Science gateways allow science and engineering communities to access shared data, software, computing services, and instruments. Science gateways have gained a lot of traction in the last twenty years, as evidenced by projects such as the Science Gateways Community Institute (SGCI) and the Center of Excellence on Science Gateways (SGX3) in the US, The Australian Research Data Commons (ARDC) and its platforms in Australia, and the projects around Virtual Research Environments in Europe. A few mature frameworks have evolved with their different strengths and foci and have been taken up by a larger community such as the Globus Data Portal, Hubzero, Tapis, and Galaxy. However, even when gateways are built on successful frameworks, they continue to face the challenges of ongoing maintenance costs and how to meet the ever-expanding needs of the community they serve with enhanced features. It is not uncommon that gateways with compelling use cases are nonetheless unable to get past the prototype phase and become a full production service, or if they do, they don't survive more than a couple of years. While there is no guaranteed pathway to success, it seems likely that for any gateway there is a need for a strong community and/or solid funding streams to create and sustain its success. With over twenty years of examples to draw from, this presentation goes into detail for ten factors common to successful and enduring gateways that effectively serve as best practices for any new or developing gateway.
How Recreation Management Software Can Streamline Your Operations.pptxwottaspaceseo
Ā
Recreation management software streamlines operations by automating key tasks such as scheduling, registration, and payment processing, reducing manual workload and errors. It provides centralized management of facilities, classes, and events, ensuring efficient resource allocation and facility usage. The software offers user-friendly online portals for easy access to bookings and program information, enhancing customer experience. Real-time reporting and data analytics deliver insights into attendance and preferences, aiding in strategic decision-making. Additionally, effective communication tools keep participants and staff informed with timely updates. Overall, recreation management software enhances efficiency, improves service delivery, and boosts customer satisfaction.
May Marketo Masterclass, London MUG May 22 2024.pdfAdele Miller
Ā
Can't make Adobe Summit in Vegas? No sweat because the EMEA Marketo Engage Champions are coming to London to share their Summit sessions, insights and more!
This is a MUG with a twist you don't want to miss.
Globus Connect Server Deep Dive - GlobusWorld 2024Globus
Ā
We explore the Globus Connect Server (GCS) architecture and experiment with advanced configuration options and use cases. This content is targeted at system administrators who are familiar with GCS and currently operateāor are planning to operateābroader deployments at their institution.
In software engineering, the right architecture is essential for robust, scalable platforms. Wix has undergone a pivotal shift from event sourcing to a CRUD-based model for its microservices. This talk will chart the course of this pivotal journey.
Event sourcing, which records state changes as immutable events, provided robust auditing and "time travel" debugging for Wix Stores' microservices. Despite its benefits, the complexity it introduced in state management slowed development. Wix responded by adopting a simpler, unified CRUD model. This talk will explore the challenges of event sourcing and the advantages of Wix's new "CRUD on steroids" approach, which streamlines API integration and domain event management while preserving data integrity and system resilience.
Participants will gain valuable insights into Wix's strategies for ensuring atomicity in database updates and event production, as well as caching, materialization, and performance optimization techniques within a distributed system.
Join us to discover how Wix has mastered the art of balancing simplicity and extensibility, and learn how the re-adoption of the modest CRUD has turbocharged their development velocity, resilience, and scalability in a high-growth environment.
Check out the webinar slides to learn more about how XfilesPro transforms Salesforce document management by leveraging its world-class applications. For more details, please connect with sales@xfilespro.com
If you want to watch the on-demand webinar, please click here: https://www.xfilespro.com/webinars/salesforce-document-management-2-0-smarter-faster-better/
Quarkus Hidden and Forbidden ExtensionsMax Andersen
Ā
Quarkus has a vast extension ecosystem and is known for its subsonic and subatomic feature set. Some of these features are not as well known, and some extensions are less talked about, but that does not make them less interesting - quite the opposite.
Come join this talk to see some tips and tricks for using Quarkus and some of the lesser known features, extensions and development techniques.
3. eShares is capturing the next generation of IPOs
Transfer Agents Brokerages
Private
Company
Services
Public
Company
Services
IPO
And their shareholdersā brokerage accounts.
Exchanges
4. We are an SEC registered Transfer Agent
The ļ¬rst one focused on private companies. For now.
5. We issue electronic shares, options, debt, and derivatives
And track ownership, restrictions, and shareholder information.
6. We automate their approval and compliance
Seller Buyer
Including new issues, transfers, and settlement.
7. And track the shareholder registry
And the shareholders portfolios.
Cap Tables
Portfolios
9. We charge $20 per transaction
Including issuance, transfers, and option exercises via ACH.
Increasing transaction volumes
(like option exercises)
increases revenue
Companies are willing to pay
more on a transaction fee
model than subscription
1
2
The pricing model stays
consistent when we take
companies public
3
We chose a transaction pricing
model because:
10. And everything else is free.
These features drive companies to issue shares on our platform.
Tax and Accounting
Reporting and Analysis
Cap Table and Option Administration
Analytics and Modeling
11. Service
409A Compliance-as-a-Service $159/month
FAS123R (Stock Option Expense Accounting) $500/year
SPV Formation and Administration (Special Purpose Vehicles) $25,000/fund
Dividend, Interest, and Revenue Distributions 2%/transfer (max $20)
FAS 157, Taxes, Accounting, and other investor services TBD
Then we bundle add-on services such as 409A
And payment services for funding accounts and distributing payments.
13. We are growing revenue 40% month/month
Jan Feb Mar Apr May Jun Jul Aug
94 88 77 94 83 114 105 100*
8 17 31 47 54 63 47 60*
$820 $2,940 $5,419 $12,628 $20,409 $26,776 $38,426 $60,000*
$0 $636 $1,272 $4,734 $6,672 $9,747 $12,103 $15,000*
Revenue
Companies
New companies
New paying companies
Transaction revenue
94
$27,181
$17,362
$6,691
$3,576
$820
$36,523All ļ¬gures by month
114
With bigger and better companies.
$71,532
$50,523
Subscription revenue
14. Cohorts continue to contribute over time
Individual customer revenue is volatile but at smoothens at scale.
$0#
$10,000#
$20,000#
$30,000#
$40,000#
$50,000#
$60,000#
Jan.14# Feb.14# Mar.14# Apr.14# May.14# Jun.14# Jul.14#
Monthly(revenue(showing(contribu3on(by(cohort(
(each(cohort(is(a(colored(band)(
Aug.14#
Jul.14#
Jun.14#
May.14#
Apr.14#
Mar.14#
Feb.14#
Jan.14#
15. Our customers love us
Like Cap Table, Portfolio Management, Analytics, and Sharing.
Check out our Twitter stream.
16. I mean, they *really* love us
Ask us for these and many more references.
17. And they are getting larger and larger
Our sweet spot is Series A through D
18. And getting traction with the law ļ¬rms
Buddy Arnheim
Jason Schneiderman
Todd Carpenter
Yokum Taku
Rick Kline
Mike Irvine
Charlotte Fu
Anne Casey-Aspin
Peter Werner
Matt Bartus
Curtis Mo
John Frohnmayer
Peter Buckland
Glenn Luinenburg
These ļ¬rms recommend us with more coming.
19. Our product is beating Solium head-to-head
Our product is superior
(screenshot) and implicitly viral.
They are abandoning CapMx
for Shareworks which is not
ready for private companies
1
2
The customer service is
horrible. Their customers hate
them.
3
We are winning for four reasons:
Their product is weak and their customers hate them.
CapMX pricing is ridiculous. It
costs $3K for a company to
access its own cap table.
4
20. Perkins Coie chose eShares after an in-depth evaluation
We will start onboarding 500 Perkins Coie companies in October.
21. In one year and $1.2M, we builtā¦.
Best cap table management product in the market
$70K/month and growing 40% per month
360+ paying companies and adding 60+/month
2,500+ portfolios holding $300M+ in private stock
Zero sales people (we want to change this)
We are lean and mean
And got a lot done in a short time and not much money
22. Operations Engineering
Michael Wu, MBA, JD
Corporate attorney at
Cooley, MBA and JD at
Northwestern
Jina Kim, MBA
Analyst at Coventry,
Associate at Lehman, BA
at CMU, MBA at NYU
Kristina Nguyen
Marketing Intern at
TradeSync, Econ at UC
Davis
Eric Hurkman
Software Lead at
DrChrono, VP at Medi
Jared Hobbs
Engineering at Qforma, CS
at Univ. of New Mexico
Kyle Hanson
Engineer at StudyCloud,
BS at St. Olaf
Henry Ward, CEO
Founder at Secondsight, VP Operations at Reddwerks,
Director at BetweenMarkets, PresalesĀ at Trilogy,Ā PresalesĀ at Callidus,
BGS at University of Michigan,Ā MSCĀ at EDHEC
Design
Joshua Merrill
Founder at TapCanvas,
Founder at MogoTix,
BS at CMU
Theo Miller
5 years of freelance
B2B web-app design
We are a small product focused team
We expect to grow distribution and sales in our next round.
Zibbie Nwokah, CEP
Account Executive at
Solium, SVB Analytics,
Econ at Purdue
Gregg Kang
CTO of Zecco
(TradeKing), JP Morgan,
Goldman Sachs
23. Raising $6-$8M Series A to converge private market
Transfer Agents Brokerages
Private
Company
Services
Public
Company
Services
IPO
And establish the base camp to take companies public.
Exchanges
28. What is a Transfer Agent (TA)?
āTransfer agents record changes of ownership, maintain the issuer's security holder
records, cancel and issue certiļ¬cates, and distribute dividends. Because transfer
agents stand between issuing companies and security holders, eļ¬cient transfer
agent operations are critical to the successful completion of secondary trades.ā
29. 1
2
Transaction revenue does not continue as forecasted
There is a systemic market downturn in tech
We are unable to drive volume through option exercises
Our customers are highly sensitive to the current tech bull market
Risk Factors
This is what can derail our plan.
3 We are unable to win the major law ļ¬rms
They choose to stay with Solium and migrate to Shareworks
4 We have a security breach
And lose conļ¬dence of our customers and the market as a whole
30. $7.2 billion
$5.1 billion
$2 billion
(est)
The top 3 TAs combined market cap is $15B
It is a large and overlooked market.
31. ASX:CPU $7.2B
Ticker Market Cap
NYSE:BR $5.1B
Private Equity $2B**
TSE:SUM $370M
Venture -
$2.0B
Revenue
$2.4B
$600M**
$70M
-
** Estimate
This is the food chain we need to climb
There are other competitors but these are the ones that matter.
32. Case Study - Simple Energy
Proļ¬le:
Origin: Press
Venture backed (Series B) company and uses eShares to
issue equity (66), warrants (10), and option grants (57).
Expect to earn $3K - $4K per year from Simple EnergyFuture:
Cumulative $ Value
$0
$375
$750
$1,125
$1,500
Feb March April May June
33. Case Study - La Cortez Holdings
Proļ¬le:
Origin: Law ļ¬rm referral (Cooley)
Public energy company that deregistered and switched
from their public transfer agent to eShares
Forecast $2,400 per yearFuture:
La Cortez Energy delisted as a public company and has
been very unhappy with their Transfer Agent - Continental
Stock Transfer & Trust. Cooley referred them to us and we
are their new transfer agent.
Details:
34. Case Study - Blue Bottle Coffee
Proļ¬le:
Origin: 409A Partner
Expect to earn $5K - $6K per year from Blue BottleFuture:
Cumulative $ Value
$0
$500
$1,000
$1,500
$2,000
Feb March April May June
Venture backed (Series B) company and uses eShares to
issue equity (99), and option grants (38).
35. Case Study - Black Oaks Wind Farm
Proļ¬le:
Origin: Organic search
$30M windfarm project in upstate NYC issuing equity,
bonds, and distributing payments thru eShares.
Expected $30K-$50K/yearFuture:
Black Oak is raising equity capital from 300-500 equity
investors and 1,000-2,000 debt investors. We are issuing
the securities and handling all the dividend and interest
payments to the investors.
Details:
36. Case Study - Crowdfunder
Proļ¬le:
Origin: Investor Referral
Crowdfunder platform using eShares to create and
manage SPV and member interests
Expected $500K/yearFuture:
We are creating and issuing crowd funding SPVs and
membership interests. We charge $25K/fund to manage
the fund. This includes collecting the monies via ACH and
managing the membership interests until liquidation.
Details:
37. Our next milestone is to own the cap table market
In the next 24 months with Series A support we plan toā¦
Capture 10K corporations
Eliminate the competition (i.e. CapMX, CorporateFocus)
Manage 100,000 shareholder portfolios
Be the standard provider of corporate valuation data
Build out the incorporation channel partners
Start mapping the funds and LP networks
38. This is the network we are mapping
Ownership network Automation Vertical services Rents and tolls Virality Why eShares?
Corporation
Trust
Trust
Fund
Fund
Fund
Fund
Individual
Individual
Individual
Individual
Individual
Corporation
Fund
Trust
Corporation
Trust
Trust
Trust
Fund
Fun
Trust
Individual
Individual
Individual
Corporation
Fund
39. We want to consolidate valuation services
For example, 409A share price valuations
$ 1,020,443
$ 2,020,058
$ 323,058
$ 93,358
$ 65,000
Fair Market Value
Companies purchase a 409A valuation for $3K to
determine share price (common and preferred).
40. And share the data with interested parties
Funds have to value the companyās preferred shares.
Funds pay $500/company to value the shares in the
portfolio. It is exactly the same valuation as the 409A.
41. One set of data. Multiple customers.
Value the company once and sells āviewsā into the data.
Offer the same valuation service at 80% discount and
earn more revenue than any ļ¬rm today.
409A fair market value
Common price
SFAS157 fair market value
Preferred price
Corporation
$500
$100 per fund
$500 + $100 x 20 =
$2,500
Fund #1
Fund #2
Fund #20