2. Early stage, or runway, companies that are undervalued, and whose executives/owners lack technical or operational skills to move the company forward but have solid innovation, technology or unique IP.
3. Companies that are seeking to utilize our resources as leverage to add veracity to their efforts with investors or as a condition of investment from investors.
4. Companies that possess a valuable technology, innovation, or IP but need minimal financing to bring the innovation to market.
5. Opportunities wherein structural alignment and identifying and removing barriers to growth provide a pathway to unlocking full growth potential and legacy value.
9. Consulting Fees: Short-term contracts that have an initial term of less than twelve months and are not tied to the awarding of equity.
10. Management Fees: Long-term agreements where Fivestone Partners functions as part of the management/executive team or executive board member with monthly management fees paid to the partnership. Equity/warrants or also granted to the partnership. This is a preferred way of increasing value to our partnership.
11. Transactional Fees: Fivestone Partners negotiates additional fee opportunities upon entering an equity position. These include fees for negotiating contracts, restructuring, successful sales efforts and M&A execution or advisory. Licensing revenues are created by commercially applying new technology techniques for other companies.
12. Unencumbered Assets: Part of the Rockefeller-Fivestone philosophy is to relentlessly acquire valuable revenue producing assets. Through the various services with its client relationships, Rockefeller-Fivestone occasionally finds the opportunity to acquire, or be awarded with, the rights to specific Intellectual Property (IP) or other similar assets, thus creating additional licensing and royalty bearing assets.
13. Passive Income: Royalty fees are generated via electronic sales transacted from our portfolio and consulting companies through a unique relationship with a large e-commerce gateway provider. Transactional fees are generated when we close revenue generating deals within our consulting companies or exit a portfolio position.Current Opportunity…<br />An Existing Portfolio with Brobdingnagian Deal Flow<br />Fivestone Partners offers a portfolio of existing companies that are currently moving along our exit matrix. The portfolio companies possess solid innovation, technology or IP unique to the marketplace. We manage our portfolio companies with the exit in mind. As a result we identify potential acquirers for our portfolio companies in their early stages and proceed to build stronger companies with market changing innovation or technology while fostering relationships with potential acquirers. <br />Our investing partners will immediately share in the success and rewards of the partnership’s active portfolio from day one. Companies in the Fivestone Partners portfolio include:<br />30480-3810Goba (Get Out Be Active) is the easiest way to connect with groups of friends in person. Whether you are trying to get the fella’s together for a game of cards or the ladies together for a movie night, Goba helps you quickly create and send an invitation and gather responses using App notifications, text messaging or email. Fun follow-up features like Remind and Prod help give you the best opportunity to get your friends to respond. More information is available at www.goba.mobi.<br />51435118745The Enconcert suite of products and applications elevate the live music experience by providing a more hands-on, timely and socially rewarding event. Even before the show begins, fans could download photos of the band taken by the crew during sound check as well as so many other exclusive content options.<br />Photos, videos, messages, song lyrics, set lists and anything a band’s creativity can provide can all be shared during an event and funneled into a sequenced timeline that can be enjoyed in many playback forms long after the actual show is over.<br />With all these possibilities, Enconcert is evolving the way we look at and experience live events. For more information visit www.enconcert.com.<br />273058890TRL9 is an advisor, investor, licensor and holder of technology companies whose technology is developed and has been demonstrated to meet an identifiable need within the government. We facilitate technology evaluation, commercialization and access to major customers in the public sector. Our principals each have more than 25 years of operational experience in private and public companies, technology evaluation and transfer and finance. More information can be found at www.trl9.com.<br />• • • • •<br />Each prospective partner of Fivestone Partners brings to the table their own resources, experience and successes. The strong reputation of each partner creates an organization that is highly respected and highly sought after. This has created significant deal flow for the Partners to review and allows Fivestone Partners to have the occasion to explore and analyze a volume of deals while continuing their selective and disciplined approach to identifying the right opportunities.<br />Bios of the Partners<br />Jozef Nuyens was born and raised in Europe before moving to the US in 1979. He has a background in international business, finance and Entertainment. He is a visionary in Geo-Political and Socio-Economic global strategic forecasting through which he identifies new international and national business trends. He traveled the world to acquire cultural and geopolitical understanding and speaks five languages. He has extensive experience in finance and operational due diligence. Jozef has been an entrepreneur in a broad spectrum of industries. Jozef has been a partner in private European mutual funds for 25 years. He helps analyze the international markets for investment opportunities and new future investment trends.<br />In the entertainment field, Nuyens founded The Castle, and as CEO, pioneered one of the first successful high tech digital recording complexes in the US, recording projects by more than 400 Gold and Platinum artists from around the world. As three-time Grammy-nominated producer, Nuyens also founded Castle Productions, Castle Publishing, Castle Studios and Tower I & Tower II Publishing companies, a joint venture with Time-Warner’s Warner-Chappell. During that time, he also formed NAPRS (National Association of Professional Recording Services) and served as its president, signing more than 95 professional companies as members in the first three years. He currently serves as a board member of NARAS, the association that organizes the “Grammies.”During the 1980s, Nuyens entered into a record label joint venture with Arista Records, the multinational label that launched Whitney Houston, TLC, Santana, Alan Jackson and many others.<br />Jozef co-founded Passalong Networks, an innovative technology company, and was CEO of its spin-off company, Speakerheart. At Passalong, Jozef presided over its global business expansion efforts, industry relations, and global licensing. PassAlong Networks was recognized as a leader in the digital media space for its technology innovations and was selected as an OnHollywood 100 Top Private CompanyAward Winner.<br />Brad Edmonson brings a 26 year history that combines a rich technology background with pioneering efforts in the entertainment, media and e-commerce industries. Edmonson launched into entrepreneurial activities in 1993 which led to the creation of a syndicated music television program and the Internet’s first music retail store focused solely on the growing Christian music vertical. The success of those ventures landed Edmonson in Nashville. In 2002, Edmonson co-founded PassAlong Networks, an industry leading digital media Distribution Company. At PassAlong, Edmonson led all Product Management and Software Development. PassAlong Networks was recognized as a leader in the digital media space and won several awards for its innovative products. In 2006 the company was selected as an OnHollywood 100 Top Private Companies award winner. Well respected in the music industry, Edmonson has served on many advisory committees and boards.<br />David Emmons has spent his 23 year career as an entrepreneur, senior executive and financial executive. At age 17 he formed his first venture and successfully grew the bottom line until he sold the company’s assets during his senior year of college. His experience landed him executive roles managing start-ups, staging turnarounds of newly acquired companies, developing and executing acquisition plans and operating small and midsize companies (100+ employees). For six years he successfully cultivated clients for a well-respected M&A firm as the Director of M&A for National Accounts. He led the company in annual transactions and achieved above market value returns for his clients. He negotiated deals with parties ranging in size from small private multi-million dollar companies to billion dollar corporations, including the New York Times Inc, DMG Worldwide (London) and Gannett Company, Inc. David has also served on several industry boards and has been a speaker on M&A topics at many national media conventions. He was also a regular source for National Public Radio and state public radio for news stories involving M&A and the media industry.<br /><Page Section Left Intentionally Blank><br />APPENDIX IGoba Overview 01/20/2011<br />Background<br />In an effort to help one of our partners leverage our technology, we created a Text-to-Join Premium Service which allows individuals to join a Group by securing a unique keyword for the group. This service then allows individuals to join by simply texting Gobaʼs short code (66502) the keyword preceded by ʻ#ʼ (i.e. texting #Starbucks would enroll the individuals phone in a Goba group called Starbucks, owned and managed by the entity. In addition, we compliment this service by providing the associated Group a dedicated URL that acts as a landing page for the group including group description, branding, listing of associated events and soon a listing of associated sub-groups.<br />Capture & Engage - Fans<br />As a means for internal testing we decided to target incoming fans to a home opening Southeastern Conference basketball game at Vanderbilt Universityʼs Memorial Gym. The facility seats just over 14,000 fans and we handed out roughly 2500 flyers (see images #1 and #2 below) to incoming fans in a 30 minute timespan with a call to action providing a chance to win an iPad.<br />Challenges included very cold fans (22 degrees) trying to get into the stadium in the dark of night (6:30pm). Despite the elements, we were able to capture the cell phoneʼs of roughly 20% of the audience we reached by flyer. In addition, we found our technology to work flawlessly. To get a glimpse of our efforts and our winnerʼs perspective please watch this video: http://youtu.be/dagvFefRIeU<br />Capture & Engage - Youth<br />myHallway.com is a branded endeavor driven to provide meaningful opportunities of engagement to teens via their mobile phone. They decided to roll out their new endeavor to at a local MLK Day rally. The event had roughly 250 attendees. myHallway had flyers at the sign-in tables as well as MCʼs announcing the endeavor and how to enroll throughout the event. The incentive to join the group was a drawing for an iPod Touch.<br />Challenges included a passive approach to handing out flyers (i.e. leaving them to be discovered on a table) as well as lack of structure to the event in general. As a result we were able to capture the cell phoneʼs of roughly 30% of the audience in general. To get a glimpse of our efforts and our winnerʼs perspective please watch this video: http://youtu.be/Ryo_WNUUEZc<br />In Summary<br />The Text-to-Join Premium Service is an easy way to capture and audience by the mobile phone and then meaningfully engage with them by using Goba to deliver invitations to related opportunities. In the weeks to come we will have additional examples to draw upon and further refine our efficient model of engagement.<br />Proprietary & Confidential<br />
![34925584200 <br />Executive Summary<br />Fivestone Partners is an early stage science and technology business development and investment firm that specializes in identifying early stage technology and innovation growth opportunities, investing in them at low capital entry points through various vehicles and exiting the position with above average ROI.<br />3362960159385Overview<br />Fivestone Partners was founded in 2009 by a team whose core belief is that, by offering relevant wisdom, knowledge and experience to attractive early stage innovative companies, we obtain a trusted seat at the table with limited or no outlay of capital. This proven approach has allowed Fivestone to already participate in extraordinary early stage opportunities that traditional investors and private equity firms have been forced to ignore. (see Current Opportunity) We advise, and/or invest in, promising companies and technologies on issues of strategy, organization, technology, and operations. In short, our business makes companies more valuable resulting in a concurrent valuation increase for Fivestone.<br />We are disciplined and unique in how we choose our prospective investment targets without limiting ourselves to conventional investment criterion. Fivestone Partners’ creative approach and vast network resources identify unique technologies and monetization concepts for companies that may not clearly fit the usual financial parameters but still promise high return potential. Our investment philosophy utilizes creative low capital entry points and allows Fivestone to generate impressive exit returns on equity. Additionally, our unique model generates numerous income streams and asset building opportunities that include diverse equity positions, and revenue lines resulting from management fees, dividends, royalties, licensing and consulting fees.<br />Regardless of economic climate or the accessibility to capital in the market, Fivestone Partners will continue to gain momentum. Whether our portfolio is expanded through royalty holdings, strategic partnerships, uniquely engineered equity agreements or traditional equity investment, Fivestone’s focus remains on our investors, our companies and the innovations we bring to the market.<br />-1828808890Our Strategy <br />Our investment philosophy utilizes creative low capital entry points and allows for impressive exit returns on equity. Additionally, our unique model generates numerous income streams and asset building opportunities that include diverse equity positions, and revenue lines resulting from management fees, dividends, royalties, licensing and consulting fees.<br />Our selection criteria for potential portfolio companies are as follows:<br />,[object Object]](https://image.slidesharecdn.com/fivestoneexecutivesumaryredraft-110204225730-phpapp01/85/fivestone-executive-sumary-redraft-1-320.jpg)
