1. G9X Deal Sharing Platform
November 2013

2. TABLE OF CONTENTS
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G9X Platform Concept
Who is Zanbato?
Zanbato Technology
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Deal Display
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Deal Management Tools
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Data Rooms
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Overview
Checklists
Future Plans for G9X Deal Partners
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3. G9X PLATFORM CONCEPT
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G9X Chairman has manager controls of overall G9X Platform
Deal Partners (DPs) source deals into the Platform
The technology will allow G9X Chairman and/or Deal Partners to have manager
controls on the deals they themselves source, controlling access of the other Deal
Partner members
Deal Partners will all be visible to each other
FR
FR
DP1 Sourced
Deal
DP1
FR
Other DP
Sourced Deal
FR
= Family Relationship
FR
G9XG9X
Platform
DPn
Platform
FR
FR
FR
DP2
FR
FR
FR
DP4
DP3
FR
FR
FR
FR
FR
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4. WHO IS ZANBATO?
+ Zanbato’s founding mission is to develop innovative technology to
facilitate the financing and development of investment opportunities in
the alternative assets space
+ Zanbato has spent the last three years developing co-ordination tools
designed to help deal owners manage an entire capital raising process
+ Zanbato Sutter operates an SEC-registered Alternative Trading System
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5. DEAL DISPLAY
+ The Deals section will display all deals which are owned by a Deal Partner in
addition to all of the deals that have been shared with them
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6. DEAL MANAGEMENT TOOLS - OVERVIEW
Each deal will have a flexible set of tools
available to facilitate due diligence and the
sharing of investment information. Deal
managers have the option of utilizing any the
following tabs:
Checklists
Contact
+ The Teaser presents a summary of the
information about the deal
+ The Timeline provides an overview and updates
participants about project milestones
+ Announcements allows the deal manager to
share news and press releases with participants
+ The Book page allows the manager to upload
documents such as a detailed info memorandum,
PPM, and financial model
+ The Data Room allows the manager to house and
share due diligence files with colleagues and
other deal participants as they move through the
due diligence process.
+ The Reviews page allows participants to discuss
the deal internally
+ The Checklists section allows deal managers to
list tasks that must be done as a part of due
diligence, assign them to colleagues, make
deadlines for those tasks, track their progress,
and share conclusions on analysis that has been
done
+ The Contactsection directs investors to the
relevant deal representative should they wish to
privately make any deal related inquiries
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7. DEAL MANAGEMENT TOOLS – DATA ROOM
A virtual data room is included in every
deal profile
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Virtual Data Rooms are integrated
directly into deal profiles to support
coordination throughout the capital
raising process
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The deal manager maintains
complete control of information
disclosure by setting permissions
on an individual viewer and
document-by-document basis
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A comprehensive feature set
includes smart folders,
watermarking, team annotations,
document viewer, and bulk folder
upload
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Analytics information including
logins, views and downloads are
collected for each deal participant
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8. DEAL MANAGEMENT TOOLS - CHECKLISTS
Checklists help deal managers
to manage the due diligence
burden
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Checklists
Contact
Deal managers can upload
as many checklists as they
like, usually related to
screening and due diligence
Any checklist can be added
to a deal in order to internally
manage a due diligence
process for the opportunity
Checklists allow deal
managers to assign tasks to
employees and keep track of
the diligence process on a
real-time basis. Any
supporting file that is
associated with a task can
be linked to a deal’s data
room
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9. FUTURE PLANS FOR G9X DEAL PARTNERS
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Subsequent to the launch of the G9X Platform each Deal Partner will be given the
opportunity to manage a separate “Hub” Platform with their proprietary Family
Relationships (FRs) as membership
Deal Partners would control exactly which families have membership and no other
Deal Partners will have access to their “Hub” Platform
When Families suggest deals to the Deal Partner, the Deal Partner would also be
able to offer the deal to the G9X Platform where the Deal Partner will still be able
to manage the deal
FR1 Sourced
Deal
FR1
FR2
Deal
Partner
Platform
FR3
FRn
FR4
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