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Background Information
Summary
Company Description
Product / Service
The Market
Strategy and Implementation
Management Team
Financial Analysis
INVESTOR OVERVIEW
Content
Roommatefax.com is a service/subscription based website
that uses the state-of-the-art technology to give an individual
or company the most detailed and accurate information
about a person seeking a roommate to live with or property
to rent.
It is our vision to absolutely dominate the rental market and
become a household name.
We will do this by delivering an exceptional service and user
experience through our website and mobile app. It is our
mission to completely alleviate any and all pains humanly
possible in the renting or roommate finding process on renter
and landlord sides.
BUSINESS PLAN
Mission Statement
BUSINESS PLAN
Summary
Who are we
A start-up company with low over head and major scalabillity in a market place
with more than 41 million potential customers.
What do we produce/offer?
An online experience that combines an interface of personality profiling, credit
reporting, and complete backround check for the purpose of vetting tenants.
Which and how many customers?
8 Million people are currently looking for a place right now! About 41 Million
people a year will rent a property.
First year turnover
Build the team, build the product, beta test, pivot, test again, launch and start
generating revenue.
Funding needs?
Seed Funding - $150,000.
1st Round if needed (Post Launch) – 700K-1.2 Million
First year profit?
Net profit @ 10,000 users is roughly $750,000 - $1.25 Million
Business Plan
highlights
No physical
Products &
Few
employees
Only indirect
Competition
41 Million
people and
growing
Low Start-up
costs, huge
upside
Easy to Scale
BUSINESS PLAN
Highlights
BUSINESS PLAN
Company Description
Start-up Plan / Company
History
•Concept created in Fall of
2012
•Incorporated January 2013
•Advisory Board assembled
March of 2013
•Initial Capital Raised June
2013
•Development starteted
Septeber 2013
•Development completion and
beta testing set to begin June
of 2014
Facilities and Location
•HQ is in San Diego Californa
•Officers, Develoment team and Advisory board members
all reside in Southern California.
Ownership
Employees
23%
Investors
20%
Advisory
Board
6%
Founders
51%
BUSINESS PLAN
Product / Service
Products Lines & Services offered:
• Roommate Matching System - Online user interface that matches people based on:
•Personality Profiling
•User community that matches people based on location and common
•Interests.
Differences in products Lines & Services compared to competitors
• No one has this complete service on the market.
• Our process is simple, easy to use and complet.
• Companies with similar elements are outdated.
• Our service is built to protect the property owner(s) and streamline the process.
Purchase frequency/product life span
• “Have a Room user” – 30-45 Days each time
• “Need a Room user” – 30-90 Days each time
• Rental property/room user – Multiple Purchases for Life of the property
• Tenant Screening
•Credit Report (Soft Pull)
•Back Round Check: Criminal Histiry, Sex Offender Registry and prior evictions.
Multiple Property
Listings, Apartments,
and management
companies.
(Offered in Phase two of )
Have a Room
A person who has a room to
rent out and is looking for a
roommate.
Need a Room
A person looking to find a
roommate and a room to
share.
BUSINESS PLAN
Product / Service
•Matches people based on a
personality profile and tennant
worthiness.
• Back-end system that
streamlines the vetting process in
minutes
• Simplifies the decision making
process based on our proprietary
rating scale.
• Offers exclusive advertising and
marketing opportunities to
enterprise accounts and people
in the rental market space.
BUSINESS PLAN
Product / Service
The Competition
Service
Match on
Likes/Dislik
es
Pre-Screen
and B.G.
Check
Personality
Profiling
Smart
Phone
App
Cost
Roommates.com YES NO NO NO
$19.99
30 Days
Easyroommate.com YES NO NO
NO
$29.95
30 Days
Roomster.com YES NO NO
NO
$29.95
30 Days
Craigslist.com NO NO NO YES
Free
YES YES YES YES
$ 30
30 Days
Website: Landing Page
Smart Phone App: Interface
Credit: HIGH
Background Check:
Personality ID: VERIFIED
Job Verification: VERIFIED - 5 + Years
Last Landlord Verification: VERIFIED – Great Rental History
-Nationwide Criminal Database : PASS!
-National Sex Offender Registry : PASS!
-Nationwide Eviction Records : PASS!
Based on your input, your credit score, Personality test, and background check, we have determined the following:
Show this certificate to your landlord to verify your rating, or simply search our data base to find listings where you are already pre-
approved based on your rating and can also find Roommates that are a perfect personality match to you!
This document was generated in accordance with the National Credit Reporting agencies and protections act as well as the department of Real Estate
Roommatefax.com, INC. © 2013 All Right Reserved
The typical private user
“Need a Room” or “Have a Room” to list
Gender: Male or Female
Age: 18-40
Education: Some - Masters
Occupation: Professional / Student
Lifestyle/culture: Ranges
BUSINESS PLAN
The Market
The typical business customer
Line of business: Real estate ownership
and or Property Management
Size/staff: 1-100 +
Properties: 1-10,000
Line of business: Single Property Owner
Size/staff: 1
Properties: 1-5
Geographical factors
• Online subscription based on “real” estate
• Build 1 city at a time.
• Geo-Targeted marketing saves $$$
• Go where the eyes are
• Unlimited potential
• International growth
Assumed number of customers (U.S.)
• Private Users – 41 Million Annually
• Property Management Comps. - 154,404
• Owner of Property for rent – 25 + Million
Average amount spend per customer?
• Private User: $25-$75 each time
• Single prop. Owner: $25-$75 each time
• Enterprise Account: 10-50K annually
BUSINESS PLAN
The Market
Competitive parameters
on the market
•No one does what we will do
•Compettiion is marginal in
our industry.
•Marketing is comparitivley
easier and extremely cost
effective in our industry with
low bid rates on ad words
campaigns and searches
limited to specific geo-
targeted areas.
•We serve all sides of the
renting process.
•We will be offering an
incredible product to an
underserved market.
Assesment of posibilities
on future market
verticles
•Vertical integration with:
•Universities
•Corporations
•Equifax
•Zillow
•Apartment finding
sites
•Affiliate marketing
opportunites
•Real Estate Industry
Looking for Room /
Roommate Sign up User and fills out
criteria and Personality
profile
Matched with other
roommates or owners
looking for a specific
Roommate
Credit Checked and
Prospective Renter is
Rated
User Incentivized to add
potential roommates to
the site
User Incentivized to refer
friends and potential
roommates
Community Creation and
Expansion
Affiliate Marketing,
Referral's & Returning
Users
ADD SPACE SOLD
THROUGH SITE
CREDIT
REPORTING DATA
COLLECTED
MARKET DATA
COLLECTED
BUSINESS PLAN
User Cylce
Business Plan
Cultivate Idea
•Market Research
•Market Data Analysis
•Proof of Concept
Form the Team
•Advisory board
•Coporate hiring
Capital
$15,000
Select Dev Team
•Site Spec/Build Sheet
•Build site
Seed Round
•$100-$200K
Marketing Funnel
•Landing page opt in
•Social Media
•Create the buzz
Pre-Beta Launch
•Test funcitonallity
•Consult legal and prepare
for launch.
Beta Test
•Test with 100 Users
•Pre-Launch to 1000 Users
Launch and Start 1st
Round of Investment
Capital Raise
BUSINESS PLAN
Strategy and Implementation
Jan June September
Concept Beta Launch
Formation Implementation Pre-Beta Stage
•Concept born
•Cultivate Idea
•Market
Research
•Incorporate
Percentage CompletedPlanned
100%
•Form Advisory
board
•Start raising
capital
•Market
Summery.
• Leagal
Documentation
•Investor deck
•Hire Corp
Positions
•Finish opt in
landing page
•Complete
Advisory board
•Completre
Corp Team
•Sleect Dev
Team
•Site developed
•Complete seed
round funding
•Marketing
Stratigy and
budget
•Launch Beta
site
•Start 1st round
funding
•valuation
100% 100% 100% 100% 90% 50%
BUSINESS PLAN
Strategy and Implementation
2013
November February June
2014
August
Beta Launch Phase 1 Phase 2 Phase 3 Phase 4
•Complete testing
up to 1000 users
•Marketing
Stratigy
•Execute
Marketing stratigy
•Launch Site
•Launch in
Southern
California
•Grow to 10,000
users
•Launch the rest
of California
•Grow to 50,000
users
•Launch Major
Cities 1 per
month.
•Grow to 100,000
users
•National Launch
•Grow to 1 million
users
•January 2014 •June/July 2014 •Fall 2014 •Spring 2015 •Summer 2015 •2016
•Start 1st round
funding
•1st Evaluation •Start 2nd Round
Funding
•2nd Valuation
•Finish 2nd Round
Funding
•Start 3rd Round
funding
•Finish 3rd round
funding – Start
thinking IPO
BUSINESS PLAN
Marketing Plan
Launch Plan
Budget Tech Marketing Employee Investor
Pre-Beta $10,000 $0 $0 $0
Beta $15,000 $70,000 $15,000 $0
Launch 10% 75% 5% 5%
Phase 1 5% 65% 15% 15%
BUSINESS PLAN
Budget to Phase one
Founders
Steve Wolf
J Covington
Advisory
Board
Corporate
Team
CEO, VP, CTO
etc.
Investors
Employees
Sales
Managers
Consultants
Assitants
DEV Team
Sales
Enterprise
Accounts
Marketing
Customer
Service
BUSINESS PLAN
Management Team
Total Funding Needs
•$15K To beta launch
•$100-200k to Local
Launch
•$1-1.5 Million to
National Launch
Initial Capital
•Sweat Equity
•15-25K Start-up initial start-up
costs
Seed Round
$100-200K
Additional Rounds
$1 Million +
BUSINESS PLAN
Financial Analysis
Expense
•Site monitoring, IT and
maintenance costs.
Expense
•Data: IE credit reports,
backround checks and
purchased information.
Expense
•Employees: Customer
service, Officers,
managments and sales
team.
Income
•User Accounts
People Searching for
Roommates
Income
•Enterprise Accounts
Companies utilizing
RMFX for vetting
tenants.
Income
•Add Revenue
For 3rd parties
advertising with us.
BUSINESS PLAN
Financial Analysis
BUSINESS PLAN
Financial Analysis
Projected Start-Up Costs:
@ $150,000
$15,000 - $25,000K – Programming IT costs
$10,000 – Server / Design Costs
$5,000 – Test Marketing / Adds and Focus Groups
$20,000 – Business start-up Attorney fees, admin hire, Sales team, equipment.
$90,000 – Marketing
BUSINESS PLAN
Financial Analysis
Projected Revenues
REVENUE MODEL
Estimated Total @ 1000 users – $75,000 - $125,000
ESTIMATED TOTAL @ 10,000 USERS – $750,000 - $1 MILLION
ESTIMATED TOTAL @ 20,000 USERS – $1.5 MILLION
ESTIMATED TOTAL @ 100,000 USERS – $7.5 MILLION
ESTIMATED TOTAL @ ½ MILLION – $37.5 MILLION
ESTIMATED TOTAL @ 1 MILLION – $75 MILLION
Additional streams of revenue will change as regions expand
Website advertising PPC through site – $5,000-$25,000 per month
Affiliate Marketing through site - $5,000-$25,000 per month
30,000CTO: $80,000VP Sales: $100,000CEO: $150,000Projected Operating Costs:IT/Hosting: $30,000Data: $100,000Rent/Utilities: $30,000Marketing: $150,000Projected Revenue:10,000 Users @ $30 = $300,00050 Enterprise @ $5,000 = $250,000Advertising: $100,000Projected Profit/Loss:Revenue: $650,000Costs: $440,000Profit: $210,000Projected 2nd Year

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Similaire à 30,000CTO: $80,000VP Sales: $100,000CEO: $150,000Projected Operating Costs:IT/Hosting: $30,000Data: $100,000Rent/Utilities: $30,000Marketing: $150,000Projected Revenue:10,000 Users @ $30 = $300,00050 Enterprise @ $5,000 = $250,000Advertising: $100,000Projected Profit/Loss:Revenue: $650,000Costs: $440,000Profit: $210,000Projected 2nd Year (20)

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30,000CTO: $80,000VP Sales: $100,000CEO: $150,000Projected Operating Costs:IT/Hosting: $30,000Data: $100,000Rent/Utilities: $30,000Marketing: $150,000Projected Revenue:10,000 Users @ $30 = $300,00050 Enterprise @ $5,000 = $250,000Advertising: $100,000Projected Profit/Loss:Revenue: $650,000Costs: $440,000Profit: $210,000Projected 2nd Year

  • 1.
  • 2. Background Information Summary Company Description Product / Service The Market Strategy and Implementation Management Team Financial Analysis INVESTOR OVERVIEW Content
  • 3. Roommatefax.com is a service/subscription based website that uses the state-of-the-art technology to give an individual or company the most detailed and accurate information about a person seeking a roommate to live with or property to rent. It is our vision to absolutely dominate the rental market and become a household name. We will do this by delivering an exceptional service and user experience through our website and mobile app. It is our mission to completely alleviate any and all pains humanly possible in the renting or roommate finding process on renter and landlord sides. BUSINESS PLAN Mission Statement
  • 4. BUSINESS PLAN Summary Who are we A start-up company with low over head and major scalabillity in a market place with more than 41 million potential customers. What do we produce/offer? An online experience that combines an interface of personality profiling, credit reporting, and complete backround check for the purpose of vetting tenants. Which and how many customers? 8 Million people are currently looking for a place right now! About 41 Million people a year will rent a property. First year turnover Build the team, build the product, beta test, pivot, test again, launch and start generating revenue. Funding needs? Seed Funding - $150,000. 1st Round if needed (Post Launch) – 700K-1.2 Million First year profit? Net profit @ 10,000 users is roughly $750,000 - $1.25 Million
  • 5. Business Plan highlights No physical Products & Few employees Only indirect Competition 41 Million people and growing Low Start-up costs, huge upside Easy to Scale BUSINESS PLAN Highlights
  • 6. BUSINESS PLAN Company Description Start-up Plan / Company History •Concept created in Fall of 2012 •Incorporated January 2013 •Advisory Board assembled March of 2013 •Initial Capital Raised June 2013 •Development starteted Septeber 2013 •Development completion and beta testing set to begin June of 2014 Facilities and Location •HQ is in San Diego Californa •Officers, Develoment team and Advisory board members all reside in Southern California. Ownership Employees 23% Investors 20% Advisory Board 6% Founders 51%
  • 7. BUSINESS PLAN Product / Service Products Lines & Services offered: • Roommate Matching System - Online user interface that matches people based on: •Personality Profiling •User community that matches people based on location and common •Interests. Differences in products Lines & Services compared to competitors • No one has this complete service on the market. • Our process is simple, easy to use and complet. • Companies with similar elements are outdated. • Our service is built to protect the property owner(s) and streamline the process. Purchase frequency/product life span • “Have a Room user” – 30-45 Days each time • “Need a Room user” – 30-90 Days each time • Rental property/room user – Multiple Purchases for Life of the property • Tenant Screening •Credit Report (Soft Pull) •Back Round Check: Criminal Histiry, Sex Offender Registry and prior evictions.
  • 8. Multiple Property Listings, Apartments, and management companies. (Offered in Phase two of ) Have a Room A person who has a room to rent out and is looking for a roommate. Need a Room A person looking to find a roommate and a room to share. BUSINESS PLAN Product / Service •Matches people based on a personality profile and tennant worthiness. • Back-end system that streamlines the vetting process in minutes • Simplifies the decision making process based on our proprietary rating scale. • Offers exclusive advertising and marketing opportunities to enterprise accounts and people in the rental market space.
  • 10. The Competition Service Match on Likes/Dislik es Pre-Screen and B.G. Check Personality Profiling Smart Phone App Cost Roommates.com YES NO NO NO $19.99 30 Days Easyroommate.com YES NO NO NO $29.95 30 Days Roomster.com YES NO NO NO $29.95 30 Days Craigslist.com NO NO NO YES Free YES YES YES YES $ 30 30 Days
  • 12. Smart Phone App: Interface
  • 13. Credit: HIGH Background Check: Personality ID: VERIFIED Job Verification: VERIFIED - 5 + Years Last Landlord Verification: VERIFIED – Great Rental History -Nationwide Criminal Database : PASS! -National Sex Offender Registry : PASS! -Nationwide Eviction Records : PASS! Based on your input, your credit score, Personality test, and background check, we have determined the following: Show this certificate to your landlord to verify your rating, or simply search our data base to find listings where you are already pre- approved based on your rating and can also find Roommates that are a perfect personality match to you! This document was generated in accordance with the National Credit Reporting agencies and protections act as well as the department of Real Estate Roommatefax.com, INC. © 2013 All Right Reserved
  • 14. The typical private user “Need a Room” or “Have a Room” to list Gender: Male or Female Age: 18-40 Education: Some - Masters Occupation: Professional / Student Lifestyle/culture: Ranges BUSINESS PLAN The Market The typical business customer Line of business: Real estate ownership and or Property Management Size/staff: 1-100 + Properties: 1-10,000 Line of business: Single Property Owner Size/staff: 1 Properties: 1-5 Geographical factors • Online subscription based on “real” estate • Build 1 city at a time. • Geo-Targeted marketing saves $$$ • Go where the eyes are • Unlimited potential • International growth Assumed number of customers (U.S.) • Private Users – 41 Million Annually • Property Management Comps. - 154,404 • Owner of Property for rent – 25 + Million Average amount spend per customer? • Private User: $25-$75 each time • Single prop. Owner: $25-$75 each time • Enterprise Account: 10-50K annually
  • 15. BUSINESS PLAN The Market Competitive parameters on the market •No one does what we will do •Compettiion is marginal in our industry. •Marketing is comparitivley easier and extremely cost effective in our industry with low bid rates on ad words campaigns and searches limited to specific geo- targeted areas. •We serve all sides of the renting process. •We will be offering an incredible product to an underserved market. Assesment of posibilities on future market verticles •Vertical integration with: •Universities •Corporations •Equifax •Zillow •Apartment finding sites •Affiliate marketing opportunites •Real Estate Industry
  • 16. Looking for Room / Roommate Sign up User and fills out criteria and Personality profile Matched with other roommates or owners looking for a specific Roommate Credit Checked and Prospective Renter is Rated User Incentivized to add potential roommates to the site User Incentivized to refer friends and potential roommates Community Creation and Expansion Affiliate Marketing, Referral's & Returning Users ADD SPACE SOLD THROUGH SITE CREDIT REPORTING DATA COLLECTED MARKET DATA COLLECTED BUSINESS PLAN User Cylce
  • 17. Business Plan Cultivate Idea •Market Research •Market Data Analysis •Proof of Concept Form the Team •Advisory board •Coporate hiring Capital $15,000 Select Dev Team •Site Spec/Build Sheet •Build site Seed Round •$100-$200K Marketing Funnel •Landing page opt in •Social Media •Create the buzz Pre-Beta Launch •Test funcitonallity •Consult legal and prepare for launch. Beta Test •Test with 100 Users •Pre-Launch to 1000 Users Launch and Start 1st Round of Investment Capital Raise BUSINESS PLAN Strategy and Implementation
  • 18. Jan June September Concept Beta Launch Formation Implementation Pre-Beta Stage •Concept born •Cultivate Idea •Market Research •Incorporate Percentage CompletedPlanned 100% •Form Advisory board •Start raising capital •Market Summery. • Leagal Documentation •Investor deck •Hire Corp Positions •Finish opt in landing page •Complete Advisory board •Completre Corp Team •Sleect Dev Team •Site developed •Complete seed round funding •Marketing Stratigy and budget •Launch Beta site •Start 1st round funding •valuation 100% 100% 100% 100% 90% 50% BUSINESS PLAN Strategy and Implementation 2013 November February June 2014 August
  • 19. Beta Launch Phase 1 Phase 2 Phase 3 Phase 4 •Complete testing up to 1000 users •Marketing Stratigy •Execute Marketing stratigy •Launch Site •Launch in Southern California •Grow to 10,000 users •Launch the rest of California •Grow to 50,000 users •Launch Major Cities 1 per month. •Grow to 100,000 users •National Launch •Grow to 1 million users •January 2014 •June/July 2014 •Fall 2014 •Spring 2015 •Summer 2015 •2016 •Start 1st round funding •1st Evaluation •Start 2nd Round Funding •2nd Valuation •Finish 2nd Round Funding •Start 3rd Round funding •Finish 3rd round funding – Start thinking IPO BUSINESS PLAN Marketing Plan Launch Plan
  • 20. Budget Tech Marketing Employee Investor Pre-Beta $10,000 $0 $0 $0 Beta $15,000 $70,000 $15,000 $0 Launch 10% 75% 5% 5% Phase 1 5% 65% 15% 15% BUSINESS PLAN Budget to Phase one
  • 21. Founders Steve Wolf J Covington Advisory Board Corporate Team CEO, VP, CTO etc. Investors Employees Sales Managers Consultants Assitants DEV Team Sales Enterprise Accounts Marketing Customer Service BUSINESS PLAN Management Team
  • 22. Total Funding Needs •$15K To beta launch •$100-200k to Local Launch •$1-1.5 Million to National Launch Initial Capital •Sweat Equity •15-25K Start-up initial start-up costs Seed Round $100-200K Additional Rounds $1 Million + BUSINESS PLAN Financial Analysis
  • 23. Expense •Site monitoring, IT and maintenance costs. Expense •Data: IE credit reports, backround checks and purchased information. Expense •Employees: Customer service, Officers, managments and sales team. Income •User Accounts People Searching for Roommates Income •Enterprise Accounts Companies utilizing RMFX for vetting tenants. Income •Add Revenue For 3rd parties advertising with us. BUSINESS PLAN Financial Analysis
  • 24. BUSINESS PLAN Financial Analysis Projected Start-Up Costs: @ $150,000 $15,000 - $25,000K – Programming IT costs $10,000 – Server / Design Costs $5,000 – Test Marketing / Adds and Focus Groups $20,000 – Business start-up Attorney fees, admin hire, Sales team, equipment. $90,000 – Marketing
  • 25. BUSINESS PLAN Financial Analysis Projected Revenues REVENUE MODEL Estimated Total @ 1000 users – $75,000 - $125,000 ESTIMATED TOTAL @ 10,000 USERS – $750,000 - $1 MILLION ESTIMATED TOTAL @ 20,000 USERS – $1.5 MILLION ESTIMATED TOTAL @ 100,000 USERS – $7.5 MILLION ESTIMATED TOTAL @ ½ MILLION – $37.5 MILLION ESTIMATED TOTAL @ 1 MILLION – $75 MILLION Additional streams of revenue will change as regions expand Website advertising PPC through site – $5,000-$25,000 per month Affiliate Marketing through site - $5,000-$25,000 per month

Notes de l'éditeur

  1. Content   Background information Summary Personal resources and goals The product or service The market Sale and marketing plan Management & organisation Development of the business Budgets Financial requirements Appendices
  2. Should we use white print??? Also if we don’t get the updated images could you edit the banner
  3. Add box for marketing and user acquisition.
  4. I would double the marketing costs