Cofolio HTC Presentation
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This document describes a business that provides small business loans through an online crowdfunding platform called Invest Local. The platform aims to connect local businesses needing capital with individual investors in the community seeking financial returns and a way to support the local economy. The business has a founder with relevant experience and an advisory board of local business and industry experts. It plans to market the platform through local small business events, member cards, and networking to build a referral network and community of users.
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Cofolio HTC Presentation
- 1. Overview Bus. Model Solution Marketing Team Status Investment Overview Problem Product Competition Summary Sales Board Financials Invest Local
- 2. Investment Status Team Marketing Bus. Model Solution Overview Product Competition Summary Sales Board Financials Problem $40B
- 3. Investment Status Team Marketing Bus. Model Solution Overview Product Competition Summary Sales Board Financials Problem
- 4. Overview Bus. Model Problem Product Competition Summary Sales Board Financials Marketing Team Status Investment Solution simple business model tangible discounts financial return support local community capital loyal customers
- 5. Solution Overview Bus. Model Problem Competition Summary Sales Board Financials Marketing Team Status Investment Product
- 6. Solution Overview Problem Product Competition Summary Sales Board Financials Marketing Team Status Investment Bus. Model Revenue
- 7. Bus. Model Solution Overview Marketing Team Status Investment Problem Product Summary Sales Board Financials Competition Geographical focus Local Traditional Banks & Lenders Industry Focus Narrow Broad National
- 8. Bus. Model Solution Overview Team Status Investment Marketing Problem Product Competition Summary Sales Board Financials Small Business Loans: $33.2B
- 9. Marketing Bus. Model Solution Overview Team Status Investment Problem Product Competition Summary Board Financials Sales Small Business Events Cofolio Member Cards Referral Network Chambers of Commerce Networking events
- 11. BBA in Marketing from UT
- 12. Background in IT consulting, banking & wealth management
- 13. Advised accredited investors in investment decisions
- 15. Background in Financial Analysis, Marketing, & investment banking
- 17. Background in software systems integration & security
- 19. Team Marketing Bus. Model Solution Overview Investment Status Problem Product Competition Summary Sales Board Financials Wrote BP Assembled Team Advisory board Launched Beta Tested Clients 3DS Rice VF First business funded Launch marketing campaign Prepare Launch in SA, ATX, Dallas Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 and beyond Raise Funding Key Hires Incorporate Join HTC Complete back-end 50 businesses Affiliate Network
- 20. Status Team Marketing Bus. Model Solution Overview Investment Problem Product Competition Summary Sales Board Financials
- 21. Status Team Marketing Bus. Model Solution Overview Investment Problem Product Competition Summary Sales Board Financials Equity Investment Sought: $200,000
Notes de l'éditeur
- Problem: Small businesses do not have access to the capital they need to growSpecifically: $40 billion decline in small business lending since 2008. Small business financing gap: venture capital, private equity, public marketsBanks are not lending, and the SBA Process is time consuming and over-burdensome to business owners
- Investors have grown frustrated with financial markets: complexity, volatility, and distrust of financial institutionsLooking for something tangible. There is no mechanism to bridge these two sides of the equation.
- Businesses: capital + customersInvestors: simple business model, tangible discounts, financial return, support local community
- This is our beta website
- We have 3 revenue streams:The first is charging either the business or the investor a monthly fee to use our service. This fee is currently waived as we are aiming to reach a critical mass of both sides.Affiliates: accountants, lawyers, auditors, valuation companiesService providers: Quickbooks, American express, Insurance providers, Staffing agencies, Commercial real Estate
- Crowdfunding market projected to reach $5 billion by 2014
- $33.2 billion of loans came from institutions with less than $100 million asset sizeTotal Market is every possible user – this is less relevant than you thinkTotal Addressable market is the specific audience that you can comfortably reachHow will you reach this audience?How are you positioning your message in a crowded environment?
- Sales How Users Purchase, Description of the Sales CycleThis is a good place for you to walk through all the ways a customer actually goes about paying you for your product. Describing the various steps and how long they typically take is a sign of business maturity.
- Known each other since high school
- Unit economics? Use case?
- Majority of funding sought will be used to accelerate our go to market strategy and secure a critical mass of businesses and investors.