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FundLinked Investor Pitchdeck

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FundLinked Investor Pitchdeck

  1. 1. FundLinked Investor Pitch Deck Michael Herlache MBA George Wang
  2. 2. Investor Pitch Deck Outline 1) Vision / Elevator Pitch 2) Traction 3) Market Opportunity 4) Problem & Current Solutions 5) Product / Service 6) Business Model 7) Market Approach & Strategy 8) Team 9) Competition 10) Investment 11) Exit Strategy FundLinked Investor Pitch Deck
  3. 3. Vision / Elevator Pitch Digital fund placement & GP/LP network FundLinked Investor Pitch Deck
  4. 4. Traction Finished accelerator program FundLinked platform finished development (MVP done) Initial LP sign ups Initial SEO and PR push FundLinked Investor Pitch Deck
  5. 5. Market Opportunity Market Definition: Digital Fund Placement Total Market Size: $15 bn Customers: LIMITED PARTNERS (LPs): We are initially targeting limited partners. Of the 6,000 limited partners, 50% have capital looking for placement. Fund commitments to private equity for limited partners amount to $454 billion. PLACEMENT AGENTS & GENERAL PARTNERS (GPs): We target placement agents interested in increasing their dealflow and general partners looking to raise a new or follow on fund. 1K people work in fund placement in the USA, and $11.35 billion is earned on fund placements by them. 100% of those working in fund placement are interested in increasing their work capacity. FundLinked Investor Pitch Deck
  6. 6. The Problem Raising a fund is hard to organize and difficult to execute on. Placement agents are not open to the public and have red tape for the average user or existing fund looking for a new fund or follow on fund. Currently, individuals search for a placement agent and are directed to various generic placement agent websites requiring them to make the first contact. Because of these barriers-to-entry, most GPs go unfunded. Today, 9 out of 10 GPs go unfunded and over 50% of new funds are undersubscribed. A significant contributor to this is due to lack of access to a standardized fund application and networks of capital. Palico and traditional placement agents. Most competitors focus exclusively on traditional listings and provide a less-appealing user experience on their static websites. Competitors ignore digital fund placement because it's a difficult market to penetrate: dealflow is scattered. We believe that the lack of competition for digital fund placement dealflow makes it the perfect opportunity. Current Solutions FundLinked Investor Pitch Deck
  7. 7. Product / Service We offer a fund placement platform that improves capital allocation utilization and dealflow. Our service is free to use initially and only costs users a small fee to list and receive offers. Each of the 25 mm businesses in our database has a profile page with a unique, searchable URL. Companies list their capital requirements via an easy-to-use marketplace and receive offers via our simple listing match system. FundLinked Investor Pitch Deck
  8. 8. Revenue Model FundLinked is free to use initially. We monetize via a $3,000 fee on memberships, paid by the user and limited partner along with digital advertising. Limited Partners and placement agents represent a $15 billion revenue opportunity for FundLinked. We also collect valuable user data that can be monetized in additional ways. Future expansion can include taking part in the actual transactions, which represent a $11.35 billion revenue opportunity, international markets, and other opportunities. FundLinked Investor Pitch Deck
  9. 9. Marketing & Growth Strategy We enter the market by providing limited partners (LPs) a better PE presence for free. We provide users with a better resource to find and execute on their fund placements. We seed demand by creating and curating great fund placement listings, by enabling user- generated fund requirement listings, by encouraging limited partners to promote their page, and via SEO/SEM and social media marketing. FundLinked Investor Pitch Deck
  10. 10. Team FundLinked Investor Pitch Deck Founder: Michael Herlache VP, M&A ● Originated over $5bn in M&A opportunities in the healthcare, recycling, internet, fire protection, manufacturing, real estate, telecommunications industries ● Won engagements totaling over $475M in M&A ● Responsible for the entire M&A origination process including the initial email outreach, then a follow up call, then an in person meeting, then aiding the company in signing the engagement letter Associate, M&A ● Managed team of 7 analysts while leading operational and technological infrastructure development initiatives ● Responsible for ensuring that analysts properly build financial statement models and valuations along with the corresponding pitchbooks, management presentations, and CIMs ● Selected Transaction and Project Experience: ○ Coverage Banking Initiative – Ongoing ● Developed coverage banking initiative to focused on middle market companies with total enterprise values ranging from $5M to $1bn
  11. 11. Team Continued FundLinked Investor Pitch Deck Lead Developer/CIO: George Wang Built website to support two million hits/second. Cybiko needed to host online games. Architected website and infrastructure. Moved server hosting to new facility. Reduced costs 62%. Boosted capacity from 250 hits/second. IT Business Value added. With 17+ years in a CIO/ Director position directing a global organization with successful experience leading the technology group to support manufacturing and distribution, business turn around (the supplier of the mass retail stores) and experiences to lead it group in a private company from 500M to 1B+ and went public through organic growth, transformation and acquisition activity, and through working with customers, building strong relationships with senior management and key stakeholders to drive innovation and differentiated IT strategy and improving the business value of IT. Turned $50M loss into $150M profit. North Pole was in the red. Consolidated EU, Asia and US data centers in China. Established MPLS network, reducing data costs 80%. Implemented Six‐Sigma and ISO 9001 projects. Led business process reengineering steps, increasing productivity140% and reducing outsourcing costs 70%. Spearheaded $150M growth for global tech startup. Recruited to lead IT and manufacturing for Cybiko. Collaborated with Russians to develop game device interface design. Established cost‐effective manufacturing facility in China. Created full functional Web infrastructure. Set up Internet marketing and US distribution channels. Standardized global SAP system setting stage for IPO. Colfax needed to satisfy worldwide accounting and security issues for pending IPO. Consolidated subsidiary SAP licenses. Implemented corporate SAP platforms. Facilitated timely completion of GAAP filing requirements. Passed SOX 404. Enabled successful IPO. Enabled 100% revenue growth to $25M in 12 months. Fiber‐Craft growth was impeded by legacy technology. Selected to lead corporate growth team. Upgraded hardware and infrastructure. Integrated POS systems with J.D. Edwards in Wal‐Mart, Kmart,Target and other major retailers. Generated significant increase in product sales. Developed and implemented cost‐saving global private network. Colfax couldn’t effectively communicate with 34 facilities in four business units in 12 countries. Established global MPLS network. Consolidated data centers. Increased shared information. Reduced internal price/project competition. Realized immediate $2.28M savings.
  12. 12. Competition Palico & traditional placement agents. Most competitors focus exclusively on traditional listings and provide a less- appealing user experience on their static websites. Competitors ignore digital fund placement because it's a difficult market to penetrate: dealflow is scattered. We believe that the lack of competition for digital fund placement dealflow makes it the perfect opportunity. FundLinked Investor Pitch Deck
  13. 13. Investment Ask: $500k Transforms to Series Seed Preferred if oversubscribed to $750k or more Anticipated close: July 2015 Burn rate: $15k based on funding Break-even: 15 months Previous Investment: Friends & Family round Use of Proceeds (as % of total raise) • Founder salaries – 25% • Sales & Marketing – 25% • Operational Hires – 30% • Server – 20% FundLinked Investor Pitch Deck
  14. 14. Exit The opportunity for return on investment is most likely through acquisition or IPO. We know that we are building something very big that can IPO. Comparable exits include: Lending Club IPO @ $1bn On Deck IPO @ $1.3bn Kabbage Series E @ $1bn FundLinked Investor Pitch Deck

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