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Investment Proposal Presentation Template

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Investment Proposal

Transcript: COMMUNITY The current speed of (technological. marketing, distribution) change means that small owners and teams need to be trained continuously to avoid the dangers of being out thought and out maneuvered by competitors In US companies with fewer than 500 employees on average spend $1,605 per person per year on training Email Marketing (ie guides, video email gates etc) MISSION PPC (LinkedIn, Adwords) Company has loan $250,000 WHAT WE ARE LOOKING FOR UX WHERE ARE WE NOW Expect $5m series B cap raise to more aggressivly production, marketing and sales E LEARNING MARKET Approx $350,000 of seed funding has been inversted by founders Jon Plowright & Adam Davidson. We require an additional $1750,00 in Series A funding for deployment within a 12 month period. First funding tranche Dec 15 Enterprise Sales process educates decision makers and takes through sale, induction and support (ie Hubspot) FOCUS: INBOUND SALES Social mindset FOOD & BEVERAGE (F&B) High staff turnover rates (normally 30-50% +) difficulty properly inbounding new staff Our user experience and conversion rate from site visit to trial and trial to sign are at present poor. This is due to using an interim template website which is poor at best. We are building a new site to tackle some of our known shortcomings and constantly learning how to improve on the conversion. Set up groups or subgroups and admin/s manage group through dashboard tracking engagement, course completeions, forum and pushing courses on needs basis (picture showing connection of team) FUTURE FUNDING ROUNDS Sites currently focus on compliance or formal institutional (recongnised certificate) www.ecornell.com 'one off' training not 'just in time' education. Upside allows hospitality organizations to keep training budgets under tighter control, develop and retain existing employees and reduce the costs related to on-boarding WHERE WE FIT $1750,000 convertible note 10% capitalised interest Get $ CAC to approx 3 months (ie $90) THE MARKET OFFLINE HOSPITALITY TRAINING In the eyes of hospitality business globally we are a 'must have' online learning membership. Our cloud based video courses and community create essential life long learning & workforce productivity. Pay $30 per full month, $10 per Front of House team member per mnth. No contracts Inbound leads through marketing (ie Upside Live, blog, social media) THE MARKET Average 37.50 learning hours per employee per year www.trainingmag.com Get recognised (leader board) earn certificates, win awards RECOGNITION Prove model in OZ in 15 and first quarter 16, then 16 targeting of Canadian/US market rest of 16 BUSINESS MODEL Signed term sheet within 4-6 weeks PPC (LinkedIn, Adwords) Corporate training budgets are approx 58% in house and 42% outsourced Search Marketing (blog, video hooks) Identified the success of online training in other industries (Lynda.com,Creative Live). Identified that a like platform in hospitality is just a matter of time Affliliates (Course talent, digital partners, associations, sponsored content, customer referrals, strategic) Follow experts, make friends, join forums, host or attend events October 2015 OUR KEY USERS ACCOMMODATION Invested approx $500,000 of seed funding into approx 50 courses, talented team, website and user testing SOFTWARE AS A SERVICE (SaaS) What we know to be true is that learning is moving online at an unprecedented rate. And other the Upside currently no online learning site (globally) is solving the above challenges in the hospitality industry MARKETING FOCUS PRODUCT DEVELOPMENT THE ASK Seed funding invested approx $500,000 Private training providers Watch on desktop or Mobile (Bring Your Own Device) VISION & MISSON PROBLEMS WE ARE SOLVING Restaurants, cafes, bars Add new courses each month based on the course topics that industry and community is crying out for. Find best expert, they create course. We pay them 15% commission for life course. WHAT IS OUR PRODUCT CONTENT/ COURSE CREATION Tranche 1 Dec 15 - $500k The worldwide market for Self-Paced E Learning should reach revenue of $51.5 billion by 2016. In source: In depth E Learning Report conducted be Donceba www.docebo.com Search Marketing (blog, video hooks) INVESTMENT PRESENTATION We have 7 live courses. 24 in post production (plus mentor lessons/shortcourse) and a production schedule creating 5-10 new courses a month. Studio in Vancouver producing courses with some of the best experts from across North America and expect to have approx 35- 40 courses by Christmas 13 and 150 by end of 16 INBOUND SALES Courses are in two streams; Tranche 2 Apr 16 - $500k Labor costs to deliver sufficient training hours too high FUNDING Tranche 3 Aug 16 - $500k Hotels, motels, B&B's Social Media (#upsidehelps) The hospitality business training is currently mainly delivered by; 25% discount to series B Ad Hoc Advice/mentor Bold Time poor owners/managers $6B raised in venture capital for e-learning companies in past 5 years 1 million members by 2020

Investment Proposal

Transcript: Build Cost: £2,200,000? Potential Sales: £6,850,000? Minimum Profit: £1,203,000? Cost Of Land: £800,000? Advantages Opportunity to bring site into much needed residential use Removes an eyesore and target for anti-social behavior Potential to improve street scene along Hall Road Established precedent for residential development from south east Proposal Site Details Jonathan Carney - 1102512 Vision For Planning Of Maldon District Large mixed used retail and flats Affordable flats, terraced houses, and semi detached houses More expensive detached and semi detached houses Total of 45 residential units and 5 retail shops Underground residential parking Customer parking Focal point of small parkway/ green island Area: 1.4 Hectares (14,045m2) Perimeter: 443m Width: 134m Height: 116m Distance To Heybridge Basin: 400m Distance To River Blackwater: 80m Distance To New Housing: 55m Hall Road, Heybridge Key Measurements Disadvantages Hall Road, Heybridge, Maldon, Essex (CM9) Located near the River Blackwater & Heybridge Basin A414, B1019 Road Link Bentall's Shopping Complex is 0.2 miles away Population of 7,600 The site is within flood zone 3. The large commercial/industrial buildings to west and east and these will provide pollution both from noise and air. Adjacent to Conservation Area to north east and south east of the site. Site Location Site Plan New Housing Towards Heybridge Basin Towards Town Centre Location Existing Buildings Investment Proposal Detailed Site Plan Well maintained countryside Increasing biodiversity Diverse & competitive local economy Housing with a range of size Accesible services for residents Recreation & leisure facilities for all Cost Appraisal Unoccupied building on site after controversy in 2010 (Bridge House) 6 factories/ warehouses varied in size on site 4 terraced houses to north east of site (Lime Terrace) Large buildings opposite site still being used 4 small houses opposite site (The Limes & Hall Cottages) New housing development towards south east

Investment Proposal

Transcript: Why you need to invest here Do you know that Mexico was the first country of America where it started to cultivate the vitis vinifera? Investment Proposal problems that is currently happening Brief data of the place to invest www.mexicodesconocido.com.mx http://eleconomista.com.mx/industrias/2015 http://www.forbes.com.mx/vino-el-sabor-de-mexico-en-el-mundo/ qualities of the country to produce references benefits of each part Niche of opportunity Advantages & Disadvantages Working together Good deal all the figures that sustain us

Investment Proposal

Transcript: Table of Contents Celebrating All Types of Hair Leanne Mukengeshayi Company Summary Start-Up Costs Company Summary Mission Statement Competitive Edge Start-Up Cost Action Plan Investment Proposal GRLPWR.co Competitive Edge Mission Statement Action Plan

Investment Proposal

Transcript: The Investment Proposal By: Mayson Brake Part One Rationale nvesting when you start at a youger age means you will end up with more money when you are older. I understand that investing into cds are a lowrisk investments and insure your money will grow, I have also learned that mutal funds can be diversified, so if one investment in the fund doesn’t perform well the investor won’t lose as much but the only downplay in this is you must pay various fees and expenses The Investments savings account- A savings account is a good way to save money for later.Savings accounts are a safe place to keep your money that will earn interest. Part Two Index funds-Index funds are passive investment strategy. If i start saving for my retirement at like age 19 and I want to retire at age 70 I will have alot of money because it has grew over soo many years. Apple stocks - I like apple's products alot and own many of their items. I will put a good amont of money in my stock and watch as it grows. The Money Part Three I am planning on saving 50 dollars I want to put 25 dollars in my acccount from my brithday money and any money i get from hoildays. I will use my money and I will ask my parents to help my account by giving me $25 so I have 5o dollars to put in my account. Part Four Making it Happen Step 1 Step 1 I will invest money into a td bank because my my a lot of my family inculding my parents use thier banks and trust td bank. Step 2 I will put 50 dollars into my account each month. Step 2 Step 3 I want my deposits to be automatic Step 3

Investment Proposal

Transcript: Currently the UAV market is worth $12.5 Billion now, and will reach $91 Billion by 2024 By 2020, FAA estimates that about 30,000 unmanned aircraft will be used for business purposes Computer vision algorithm used to create 3d maps of environment • Capital Acquisition • World-Class Advisory Board Development • Alternative Field of Use Engagements • Customer Acquisition for Drone Pilot Programs I OUR SOLUTIONS 2.INDUSTRIAL APPLICATIONS OBJECTIVES I I PROBLEMS INDUSTRY CONTACT Competitors Include: Google Deepmind Lockheed Martin DARPA Boston Dynamics FINANCIAL SURVEYING OIL PIPELINES / COMMODITIES INSURANCE / DAMAGE ASSESSMENT Start-up Costs are $200,000 which include: Intellectual Property Production Equipment Labor Costs • We create solutions unlike any other company • We re-write the rules of control and distance • We have created the smartest drone on the market I TARGET I Holdings, LLC. Low Cost I I FLUENT DRONES SOLVES 44 units to break even or $200,000 in Revenue Potential contract with APD for $75,000 Software licensing contracts VALUATION COMPETITION THE FAA PROBLEM • Chinese consumer drone maker DJI is in talks to raise funding at a valuation as high as $10 billion. • Raised over 75 million to date Backed by Munck Wilson Mandala, LLP • Conducted Patent Search – Yielded Favorable Results • Filing Omnibus Provisional Patent INNOVATE. CREATE. DELIVER. • Obstacle Detection • Object Recognition • Object Avoidance I VTOL frame for aggressive maneuvers Hard for users to control without line of sight risk of collisions Risk of Collsions Drones are not smart FLUENT DRONE’S MARKET & STRATEGY NEEDS On board 3D camera Machine learning for identifying objects in real life LEGAL POSITION FORECASTS OUR ADDRESS YOUR FINANCIAL IN THE DRONE 1.PUBLIC SAFETY I GPS accuracy to 3 inches DJI I CYRIL LUTTERODT cyrillutterodt@luttercorp.com 817-680-3439 CALEB HUTSON calebhutson@luttercorp.com 817-706-2429 CAPABILITIES I CCSJ LET'S TALK ABOUT MARKET ANALYSIS + With real time, integrated drone software which delivers: 1.PUBLIC SAFETY I LOCAL LAW ENFORCEMENT / SWAT HOMELAND SECURITY / BORDER PATROL SEARCH AND RESCUE

Investment Proposal

Transcript: Our research process officially kicks off in November; meet with 20+ investment firms to gather information on markets and investment options for the next 12 months. Build portfolios in November/December and stress test them - are they working the way they should be? Q1/Q2 Rebalance clients into new models for the coming year. Make any adjustments along the way if necessary. Use fundamental and technical analysis to make risk adjustments during difficult market cycles. Proactive communication: Monthly calls Our annual fee for investment management services at Retirement Solutions, Inc. (RSI) depends on the level of assets that we hold and manage through our broker dealer, LPL Financial. This management fee can decrease over time due to your account growing and bringing in additional funds. Assuming an initial investment minimum of $2,500,000 of combined account values, your annual fee to cover financial advice, all investment activity, trading costs, tax reporting, re balancing and monitoring and updating your account will be 0.76%. Nation's largest broker-dealer, they help us offer you an integrated platform of technology, and investment services. Publicly traded, LPL has produced consistent earnings results. The financial stability of the company can be attributed to our independent business model and hard work and dedication of its advisors to their clients. Nick Russell on behalf of Elizabeth Date: xx/xx/xxxx Sample Growth with Income 2018 Why Retirement Solutions? Our Process We work with a very select group of clients. Today we have 140 households that we work with. Our team meets while building your financial plan. It's comprehensive because we collect our team members input and thoughts into your plan. Credentialed team with over 75 plus years of combined financial services experience. Mike has held the CFP designation since 1990 and Ryan is starting the program this Fall. Sample Portfolio Summaries (630)577-1800 RetirementSolutionsRSI.com Management Fees About LPL Financial Investment Proposal

Investment Proposal

Transcript: Investor Benefits: 10% Interest on Return Investment Benefits: Time for "Me" Time for finishing the season and leaving the AAC in good standing Time for Applying/Interviewing for Full-Time positions Time to receive Training Certification for efficient part-time employment Me. I know you both are proud of me for my financial independence and it is something I am proud of, as well. I would never want to stress you guys due to my lack of effort and frankly, I hate feeling like I'm in debt to others. Which is why I would like to propose an investment opportunity. About "Me": Current Bachelor of Science in Exercise Science and Human Performance Soon to be Master of Sport Administration Current Sponsorship Coordinator/Intern at one of the top 3 Arenas in the nation with experience in entertainment, Collegiate services, NBA & NHL Qualified sports training professional with potential certification Positive attitude and go-getter mentality Potential for Full-Time employment & self-sufficiency within the next 4 months: High At the beginning of this journey, I managed to justify a budget that was within my monetary means. Due to consequences of my actions in the form of $3,500, I am no longer within those means. I have approximately $2,066 in my bank account after paying my April rent. This does not include the $1,500 payment I owe a lawyer for taking my case on 4/16. I have added up my bills and total income for the course of one month and that led me to my investment amount (on next slide). After this month, (by May 1), if I am not in a stable position to move forward I will sublease my apartment, respectfully leave the AAC, and move home to work off my debt. However, I am determined to find a better solution and make this a win-win for the both of us. Investment: $2,500 one-time investment in April, 2015 Term: Return on Investment of $2,750 not to exceed the term of one year, or by March, 2016 Approach with an open mind Benefits of Investment Term & Investment GOAL! Numbers Investment Proposal What are you investing in? Investment Purpose Current Income: Averaging $1,200 per month via AAC Current Bills (per month): $200 - Car Insurance $100 - D1 (disappears with first PT client) $200 - Dental Work $65 - Lowest cable option (Due to contract, not cost effective to cancel) $40 - Internet $100 - Electricity (Have not used AC since beginning of March. Potential for decline) $1,150 - Rent + Water $100 - Cell Phone This averages out to $1,955 in total bills, leaving $545 for gas and food (which I have chosen to prepare and eat at home) In order to create more income, I have the option to take my Strength and Conditioning Certification test. The membership (required) is $65 per year. The test costs $340 and study materials necessary come to $120. With dedication to studying, I can have this certification by May 1 with the funds from this investment.

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