UGBA 100 project slide
Product features in our pitch:
-Can consolidate all cards onto one card
-Access via an app
-Includes credit cards, gift cards, and other payment cards
-Communicates via internet
-Can be instantly wiped through mobile app
Craig Parietti & Partners, offers strategic / financial / marketing consulting in consumer facing technology, especially to VR, AR and mobile marketing companies. We partner with your Product, Sales, Marketing and Finance leaders to drive the right strategy, KPIs, competitive insights, business model, funding, and analytics. In these rapidly changing markets, we keep you one step ahead, taking the appropriate risks to win.
Using Real-Time Financial Benchmarks to Drive Dynamic Decision-Making and Act...Niels Pflaeging
Slides for the Proformative webinar
"Using Real-Time Financial Benchmarks to Drive Dynamic Decision-Making and Action"
by Niels Pflaeging, BetaCodex Network
Achieve Digital Transformation Success with Value ManagementAnurag Goel
Excerpts from speaking engagement at Digital Marketing ROI Forum in Hong Kong. Key pointers on how adopting Value Management and developing a compelling business case is essential to drive Digital Transformation project success.
Aligning Budgeting To Corporate Planning - ABF Conference on Corporate BudgetingKenny Ong
ALIGNING BUDGETING TO CORPORATE PLANING
*How budgeting and strategic planning fit together in the overall business plan
*Aligning KPIs with business objectives and the budget
*Effectively identifying leading and lagging KPIs in the budget
*Identifying the gaps between the actual and the budget figure to enable allocation of resources for corporate plan
*Resolving the variances between the actual vs the budget figures
*Effective strategies to resolve the gaps to drive the strategic direction of the organisation
Building a Revenue Engine - Revenue EngineerJoe Gelata
April 2011 presentation given at Communitech Strategic Marketing Peer2Peer session. Topics include the three stages of the revenue engine, Marketing Automation, Revenue Performance Management, and organizational models that support revenue generation.
Overview of the Revenue Operations team including objectives, structure, and responsibilities. This team combines marketing, sales, and customer ops into a single groups that delivers a better customer experience and more efficient revenue organization.
Craig Parietti & Partners, offers strategic / financial / marketing consulting in consumer facing technology, especially to VR, AR and mobile marketing companies. We partner with your Product, Sales, Marketing and Finance leaders to drive the right strategy, KPIs, competitive insights, business model, funding, and analytics. In these rapidly changing markets, we keep you one step ahead, taking the appropriate risks to win.
Using Real-Time Financial Benchmarks to Drive Dynamic Decision-Making and Act...Niels Pflaeging
Slides for the Proformative webinar
"Using Real-Time Financial Benchmarks to Drive Dynamic Decision-Making and Action"
by Niels Pflaeging, BetaCodex Network
Achieve Digital Transformation Success with Value ManagementAnurag Goel
Excerpts from speaking engagement at Digital Marketing ROI Forum in Hong Kong. Key pointers on how adopting Value Management and developing a compelling business case is essential to drive Digital Transformation project success.
Aligning Budgeting To Corporate Planning - ABF Conference on Corporate BudgetingKenny Ong
ALIGNING BUDGETING TO CORPORATE PLANING
*How budgeting and strategic planning fit together in the overall business plan
*Aligning KPIs with business objectives and the budget
*Effectively identifying leading and lagging KPIs in the budget
*Identifying the gaps between the actual and the budget figure to enable allocation of resources for corporate plan
*Resolving the variances between the actual vs the budget figures
*Effective strategies to resolve the gaps to drive the strategic direction of the organisation
Building a Revenue Engine - Revenue EngineerJoe Gelata
April 2011 presentation given at Communitech Strategic Marketing Peer2Peer session. Topics include the three stages of the revenue engine, Marketing Automation, Revenue Performance Management, and organizational models that support revenue generation.
Overview of the Revenue Operations team including objectives, structure, and responsibilities. This team combines marketing, sales, and customer ops into a single groups that delivers a better customer experience and more efficient revenue organization.
2nd Annual State of Revenue Operations ReportSales Hacker
What You'll Learn
- The current state of RevOps (survey results from 2,462 B2B practitioners!)
- The biggest challenges & barriers that hinder companies transitioning to revenue ops for the first time
- The steps companies are taking today to fix the customer journey & deliver a unified customer experience across their go-to-market teams (sales, marketing, customer success, and operations)
- Real-world examples & stories “from the field”, from world-class RevOps executives and practitioners
https://www.saleshacker.com/lp/2nd-annual-revenue-operations-report/
If you are like most firms you’ve designed your service offerings around accounting, tax, audit,
litigation support, etc. – the traditional accounting and tax firm services and then organized your
firm to serve clients of all business types and industries as long as they fit under the service
offerings. Learn why this model may no longer be appropriate to serve today’s business clients.
Review case studies of firms that have made the change to a vertical focus first and then aligned
their service offerings to meet the needs of a vertical niche.
Revenue Operations centralizes the operational functions of all revenue focused groups across an org such as Marketing, Sales, and Customer Experience. Business Operations take this one step further and encompasses Product and internal operations groups such as Human Resources and Finance.
In this presentation, Joe Gelata reviews both models and how they can help increase alignment and effectiveness of teams across the organization:
- Delivering critical insights and business intelligence from across the business and market.
- Implementing process improvements to gain efficiency.
- Managing and integrating cross-function business technologies and data.
- Enabling employees and partners with knowledge and tools to do their jobs better.
Webinar | Opportunity Management - Mind the Reality GapAltify
Process matters. If you don't follow a solid opportunity management process routinely, you’ll miss important signs that could end up killing deals.
Too often sales teams have vague conversations about the most challenging issues in opportunities. We’d like all sales teams to learn how to get to the heart of the matter.
Roger White, Sales Operations Manager at Level 3 Communications, EMEA, and our AVP Sales, Tim Foster explain how to surface deal vulnerabilities and wring every drop of value out of your opportunity management process.
In this February 25, 2015 agency new business webinar, Mark Sneider, Owner/President of RSW/US, shares findings from our 2015 New Year Outlook Survey, which was sent to both Marketers and Agencies. This was the first time we asked Marketers and Agencies to describe the MOST TROUBLING TREND they see about each other.
View the webinar here: http://bit.ly/1As5MNY
Frustration and tension came through clearly in the responses. Among the highlights of the webinar:
• Insights on what to expect through the balance of 2015
• Feedback from Marketers and Agencies
• Frustrations exhibited on both sides of the fence
• Opportunities that can be bred from this "tension"
Lessons Learned from Tenet's 2015 Most Powerful BrandsTenet Partners
Brands are moving boldly. This momentum is the strongest since the recession, thanks to significant investments in business model innovation, collaboration, digital media and a renewed focus on customer experience. To grow business and drive revenue, corporate leaders need to embrace a broader, more holistic view of customer and brand experiences.
2015 marks the 25th anniversary of Tenet’s CoreBrand® Index, an unparalleled database measuring the health and vitality of nearly 1,000 corporate brands. This presentation explores how the top-ranked companies continue to outpace their peers while generating increased value and demand.
If you are a member of The Conference Board, sign in here to access this presentation by Steve Makadok, Partner, CoreBrand Analytics: https://www.conference-board.org/webcasts/ondemand/webcastdetail.cfm?webcastid=3496
Here are my thoughts on sales operations after working professionally for over 20 years. I offer ideas on the need for Deal Desks, Pricing Strategy, Contract Management, Contract Negotiation and Key Account Management.
I am an expert on these presales / post-sale activities and I can help you improve your sales operations.
Let me know if you need help!
Samuel
Mb / WhatsApp +14044502066
Improve your show revenue through innovative exhibit space pricing, hiring the right people for the right positions and finding new potential international attendees.
Senior Finance and Business ProfessionalMonica Treacy
• Dynamic, collaborative leader with passion for development and execution of programs to help businesses achieve full growth and profit potential.
• Track record in finance, administration, operations, process development, planning, reporting, and delivering data-driven insights to drive business performance.
• Accomplishments across all levels of organization including Corporate Finance, Sales, Manufacturing, Retail and Operations.
• Outstanding analytical, technical, presentation, communication and interpersonal skills to effectively lead and mobilize diverse groups and organizations.
• Finance, Planning, Reporting & Analysis
• Key Metrics & Dashboards
• Project Management
• Budgeting, Forecasting & Trend Analysis
• Pricing, Costing, ROI Optimization
• Strategic Planning
• Capital Budgeting & Tracking
• NPV / Cost Benefit Analysis
• Process Improvement
2nd Annual State of Revenue Operations ReportSales Hacker
What You'll Learn
- The current state of RevOps (survey results from 2,462 B2B practitioners!)
- The biggest challenges & barriers that hinder companies transitioning to revenue ops for the first time
- The steps companies are taking today to fix the customer journey & deliver a unified customer experience across their go-to-market teams (sales, marketing, customer success, and operations)
- Real-world examples & stories “from the field”, from world-class RevOps executives and practitioners
https://www.saleshacker.com/lp/2nd-annual-revenue-operations-report/
If you are like most firms you’ve designed your service offerings around accounting, tax, audit,
litigation support, etc. – the traditional accounting and tax firm services and then organized your
firm to serve clients of all business types and industries as long as they fit under the service
offerings. Learn why this model may no longer be appropriate to serve today’s business clients.
Review case studies of firms that have made the change to a vertical focus first and then aligned
their service offerings to meet the needs of a vertical niche.
Revenue Operations centralizes the operational functions of all revenue focused groups across an org such as Marketing, Sales, and Customer Experience. Business Operations take this one step further and encompasses Product and internal operations groups such as Human Resources and Finance.
In this presentation, Joe Gelata reviews both models and how they can help increase alignment and effectiveness of teams across the organization:
- Delivering critical insights and business intelligence from across the business and market.
- Implementing process improvements to gain efficiency.
- Managing and integrating cross-function business technologies and data.
- Enabling employees and partners with knowledge and tools to do their jobs better.
Webinar | Opportunity Management - Mind the Reality GapAltify
Process matters. If you don't follow a solid opportunity management process routinely, you’ll miss important signs that could end up killing deals.
Too often sales teams have vague conversations about the most challenging issues in opportunities. We’d like all sales teams to learn how to get to the heart of the matter.
Roger White, Sales Operations Manager at Level 3 Communications, EMEA, and our AVP Sales, Tim Foster explain how to surface deal vulnerabilities and wring every drop of value out of your opportunity management process.
In this February 25, 2015 agency new business webinar, Mark Sneider, Owner/President of RSW/US, shares findings from our 2015 New Year Outlook Survey, which was sent to both Marketers and Agencies. This was the first time we asked Marketers and Agencies to describe the MOST TROUBLING TREND they see about each other.
View the webinar here: http://bit.ly/1As5MNY
Frustration and tension came through clearly in the responses. Among the highlights of the webinar:
• Insights on what to expect through the balance of 2015
• Feedback from Marketers and Agencies
• Frustrations exhibited on both sides of the fence
• Opportunities that can be bred from this "tension"
Lessons Learned from Tenet's 2015 Most Powerful BrandsTenet Partners
Brands are moving boldly. This momentum is the strongest since the recession, thanks to significant investments in business model innovation, collaboration, digital media and a renewed focus on customer experience. To grow business and drive revenue, corporate leaders need to embrace a broader, more holistic view of customer and brand experiences.
2015 marks the 25th anniversary of Tenet’s CoreBrand® Index, an unparalleled database measuring the health and vitality of nearly 1,000 corporate brands. This presentation explores how the top-ranked companies continue to outpace their peers while generating increased value and demand.
If you are a member of The Conference Board, sign in here to access this presentation by Steve Makadok, Partner, CoreBrand Analytics: https://www.conference-board.org/webcasts/ondemand/webcastdetail.cfm?webcastid=3496
Here are my thoughts on sales operations after working professionally for over 20 years. I offer ideas on the need for Deal Desks, Pricing Strategy, Contract Management, Contract Negotiation and Key Account Management.
I am an expert on these presales / post-sale activities and I can help you improve your sales operations.
Let me know if you need help!
Samuel
Mb / WhatsApp +14044502066
Improve your show revenue through innovative exhibit space pricing, hiring the right people for the right positions and finding new potential international attendees.
Senior Finance and Business ProfessionalMonica Treacy
• Dynamic, collaborative leader with passion for development and execution of programs to help businesses achieve full growth and profit potential.
• Track record in finance, administration, operations, process development, planning, reporting, and delivering data-driven insights to drive business performance.
• Accomplishments across all levels of organization including Corporate Finance, Sales, Manufacturing, Retail and Operations.
• Outstanding analytical, technical, presentation, communication and interpersonal skills to effectively lead and mobilize diverse groups and organizations.
• Finance, Planning, Reporting & Analysis
• Key Metrics & Dashboards
• Project Management
• Budgeting, Forecasting & Trend Analysis
• Pricing, Costing, ROI Optimization
• Strategic Planning
• Capital Budgeting & Tracking
• NPV / Cost Benefit Analysis
• Process Improvement
How to use eu702 code reader - eu702 code reader use manual | VtoolShopAmy joe
eu702 code reader manual,The SC23 MaxiScan EU702 Code Sanner Read supports all nine OBDII test modes on all OBDII compliant vehicles to enable technicians
Business plan for consulting and e learningUpendra K
This is a Quick reference Guide for Consulting and eLearning with contents as follows,
1, Business Basics
2, Business Strategy
3, Finances
4, Sales and Marketing
5, Partnership & Associations
6, Checklist for Business Start-up
The Power of Discovery for Increasing Win RatesMike Kunkle
This is the webinar I delivered on 11/08/2017 on how to conduct a highly-effective consultative discovery to improve sales effectiveness and win rates.
Organizations of the future will look dramatically different than they do today. Large companies know this and are planning for a changing workforce and workplace. Startups and small emerging companies are already implementing these innovations. Planning for building and growth needs to move beyond conventional plans that examine core team, culture and fit, as well as novel and creative ways of building virtual resources that will ebb and flow with the ever-changing demands in business. This session will focus on why building a highly adaptable workforce and workplace matters for small companies; how to plan for building this team; and finally how to recruit and hire both your core team and virtual teams.
Marketing's Methods that Improve Retention & Experience Totango
From Customer Success Summit 2017 - Peter Armaly, Principal Transformation Advisor at Oracle Marketing Cloud, discusses "Marketing's Methods That Improve Retention & Experience".
Learn more about Customer Success Summit: http://customersuccesssummit.com
Totango is the leading enterprise- grade customer success platform that helps recurring revenue businesses proactively impact business outcomes with customer success. With solutions to empower Customer Success Teams or entire companies, Totango enables everyone to participate in customer success.
Learn more at www.totango.com.
LEVERAGING ACCOUNT-BASED MARKETING AND ACCOUNT-BASInsideSales.com
Featuring Jon Miller, Founder and CEO of Engagio, and Ken Krogue, Founder and Chief Evangelist of InsideSales.com, with Special Guest Rich Neal, Founder and CEO of mPathDiscovery and author of 'Expanding Sentience'
Integration of Information system & Business(Business Analytics annd Business...Bala Himalayas
This gives an overview of how Business Intelligence and Business Analytics area of Information system can add value to business. This also deals with tips and good IT strategy to implement BI & BA in an organisation.
Building a Business Case for Customer SuccessGainsight
Join Phil Nanus, VP of Research of Customer Success at the Technology Services Industry Association (TSIA) and Allison Pickens, VP of Customer Success and Business Operations at Gainsight, as they discuss scaling your Customer Success organization.
In this hourlong webinar, Phil and Allison will discuss:
Developing a business case for Customer Success
The 7 steps needed to scale your teams
The critical funding conversation between sales and Customer Success to ensure profitable Technology-as-a-Service growth
Join Phil Nanus, VP of Research of Customer Success at the Technology Services Industry Association (TSIA) and Allison Pickens, VP of Customer Success and Business Operations at Gainsight, as they discuss scaling your Customer Success organization.
In this hourlong webinar, Phil and Allison will discuss:
Developing a business case for Customer Success
The 7 steps needed to scale your teams
The critical funding conversation between sales and Customer Success to ensure profitable Technology-as-a-Service growth
95% of manufacturers invest in digital marketing...
But your sales and marketing process doesn’t need to be complicated.
You need regular orders to survive and grow. That means your sales and marketing need to work together to generate and close leads.
However, things aren’t the same as they used to be. In the last 5 years you may have found:
Generating leads and opportunities more difficult
Difficulty targeting the right audience
Challenge in creating enough high-quality content
Measuring success and ROI almost impossible.
This workshop is for ambitious manufacturing businesses that want to build a predictable stream of high-quality opportunities.
If you’re frustrated with your sales and marketing results, need clarification on how to build a successful sales production line or are keen to improve out-of-date marketing habits, then this is the ideal workshop for you.
This workshop will address the issues and challenges you face in growing your manufacturing business. It includes:
- an insight into UK manufacturing trends
- an overview of marketing
- challenges that businesses just like yours are facing
- reasons why your current lead generation is no longer working
- a guide to the new model for building predictable lead generation
- how you should be investing your
- marketing budget for the next 12 months.
How to use Customer Success to Prep for and Drive Contract RenewalsGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to use Customer Success to Prep for and Drive Contract Renewals - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Concur, InsideView, Marketo
360insights' Webinar: 8 Essentials for a Successful MDF & Co-Op Marketing Pro...360insights
How can we as incentive program managers increase channel satisfaction with our MDF and Co-Op marketing efforts? Diane Krakora, CEO of Partner Path and 360insights' VP of Alliances, Steven Kellam recently got together to shed light on this very topic. We had so many questions that the webinar went quite a bit over its allotted time window, but that's good – it shows that channel marketing professionals are engaged. They want to know more, and they want to do better work. You can watch the replay of the webinar in its entirety by searching for the blog post on our site of the same name as this deck.
Similar to UGBA 100 - Unicard capstone project (20)
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
2. TEAM
Takeo Hiraki
CEO
• UC Berkeley
• BS Business
Administration
• Minor: Computer
Science
• Focused on payments
industry at a boutique
M&A shop
• Business
Development at an
AngelPad and Kleiner
Perkins backed
startup
Product & Company
Tiffany Le
CFO
• UC Berkeley
• BS Business
Administration
• 4 Years
Experience
working as a
Financial Analyst
in a fortune 500
Company
• Advisory at Ernst
and Young
focusing on new
tech startups
Market
Anni Zhang
CMO
• UC Berkeley
• BS Business
Administration
• BS Conservation &
Resource Studies
• Extensive marketing
knowledge with 22-35
age group
• Global Consulting,
Shanghai
• Marketing experience
with startups in U.S.
and Canada
Operations
Financials
Alyssa Tio
COO
• UC Berkeley
• BS Business
Administration
• 2 years experience
in financial planning
firm
• Chair of business
organization’s
membership
committee
• Audit at Ernst &
Young for tech
startup clients
Q&A
3. THE WORLD IS BECOMING MORE COMPLICATED
Product & Company
Market
Operations
Financials
Q&A
5. MISSION
To simplify the way we interact with our
money through the aggregation and
protection of our payment cards
Product & Company
Market
Operations
Financials
Q&A
12. MARKETING STRATEGY
Online Marketing
• Social Media
• Press release on tech
websites
Minimal Marketing
Product & Company
Market
Operations
Strategic
Partnerships
• Credit Card company
• Professional Company
Financials
Q&A
16. RISKS & MITIGATIONS
•Low barriers to entry;
new competition
•Develop customer and
brand loyalty by introducing
new
features, marketing, and
customer service
•High conversion costs
•Marketing strategy
•Technological advancements
Product & Company
Market
•Re-investing 25% of
revenues into R&D
Operations
Financials
Q&A
17. FINANCIAL SUMMARY
Success Factor: Breakeven in 3 Years
ROI of 70.4% by Year 4
Viable M&A Prospects & IPO Considerations
35-40% Y-O-Y Growth
Product & Company
Market
Operations
Financials
Q&A
18. BREAKEVEN IN YEAR 3
Amount in Dollars
1,200,000.00
1,000,000.00
800,000.00
600,000.00
Breakeven
400,000.00
200,000.00
0.00
Beta
-200,000.00
2014E
2015E
2016E
Year
Total Revenue
Product & Company
2013E
Market
Total Expenses
Operations
Net Income
Financials
Q&A
19. TOTAL ASK: $200,000
2014E 2015E 2016E 2017E 2018E 2019E 2020E
Innovative Technology Marketing
Premium Features
Ad space
Transaction Fees
Expand to
international market
Increasing Revenues
Decreasing Costs
Product & Company
Market
Operations
Financials
Q&A
20. EXIT STRATEGIES
Highly Viable M&A
Prospects
IPO Considerations
Potential
Valuation
$500 MM
Rev
Potential
Acquirers
$10 MM
Product & Company
Market
Operations
Financials
Q&A
22. APPENDIX: FINANCIAL STATISTICS
Category
Assumptions
Factor
Explanation
Sales Growth
35-40%
0.29
Competitor Rate
COGS
$0.50/card
$0.50
Manufacturer Rate
Depreciation
$1600/year
$1,600.00
Based on Straight-line
Depreciation for a
useful life of 5 years
Marketing
25-30% of revenue
0.25 - 0.30
Variable Upon Growth
25% of Revenue
0.25
Industry Standard
10% of Revenue
0.1
Industry Standard
35% corporate tax rate
0.35
Industry Standard
Research &
Development
Selling, General, &
Administrative
Tax Rate
*Sources: census.gov, sec.gov
Product & Company
Market
Operations
Financials
Q&A
23. APPENDIX: EQUITY
Initial Investment
500 Startups, 5%
Start-Up Expenses
Patent
Technology Development
Marketing Expenses
Equipment Rent
Total Start-Up
Expenses
$20,000.00
$100,000
$20,000
$6,667.67
Capstone
Capitalists, 15%
Takeo Hiraki, 20%
$146,667.67
Alyssa Tio, 20%
Tiffany Le, 20%
Start-Up Assets
Equipment (Computers)
Other Current Assets
Total Assets
$10,000
$5,000
$15,000
Total Initial Investment Amounts
Initial Investment
Anni Zhang, 20%
$161,667.67
500 Startups
500 Startups
Tiffany Le
Alyssa Tio
$25,000
CEO - Takeo Hiraki
$34,166.92
CFO - Tiffany Le
$34,166.92
CMO - Anni Zhang
$34,166.92
COO - Alyssa Tio
$34,166.92
Product & Company
Market
Takeo Hiraki
Anni Zhang
Capstone Capitalists
Capital Needed
$200,000
Operations
Financials
Q&A
Editor's Notes
Disintermediation – direct channel to our usersBut want to tap into the relationships our users have with their banks and employers, building on the trusting relationship & Channel mixAligned channel incentive – channel motivation
Who we hire
High conversion costs - awarenessPUT LOGO ON ALL SLIDES