Presented at the Crowdsourcing Week London Summit, October 3, 2013 by Paul Higgins of Crowdvalley. For more information, visit http://crowdsourcingweek.com.
2. Overview!
â˘âŻ Crowd Valley â Crowdfunding Infrastructure
â˘âŻ The Securities Crowdfunding Market
â˘âŻ Co-investment and Syndication Models
â˘âŻ Development of a Support Ecosystem
@paulhigginz @crowdvalley
3. Crowd Valley â Crowdfunding Infrastructure!
â˘âŻ Technology and back-office service provider to online crowdfunding and
peer-to-peer marketplaces
â˘âŻ Spin-off from Grow VC Group in 2012
â˘âŻ US company headquartered in San Francisco
@paulhigginz @crowdvalley
5. Sectors of Crowd Valley Customers!
Early-ÂâStage
Â
Tech
Â
53%
Â
Real
 Estate
Â
21%
Â
Late-ÂâStage
 /
Â
High-ÂâTech
 /
 IP
Â
10%
Â
Energy
 /
Â
Natural
Â
Resources
Â
11%
Â
Infrastructure
Â
Assets
Â
5%
Â
7. Broad interest in entering the new funding market!
@paulhigginz @crowdvalley
New
 EnDty
Â
32%
Â
Broker-ÂâDealer
Â
21%
Â
Hedge
 Fund
 /
Â
PE
 Fund
Â
8%
Â
Incubator
Â
7%
Â
Angel
 Network
Â
7%
Â
Crowdfunding
Â
PlaNorm
Â
6%
Â
University
Â
6%
Â
Other
Â
13%
Â
Interest
 by
 company
 type
Â
8. Opportunities for authorized partners to support!
@paulhigginz @crowdvalley
Will
 work
 with
Â
an
 authorized
Â
partner
Â
48%
Â
Already
Â
authorized
Â
29%
Â
Will
 apply
 for
Â
authorizaDon
Â
23%
Â
Interest
 by
 regulatory
 status
Â
9. Most interest has directly followed regulatory activities!
@paulhigginz @crowdvalley
North
 America
Â
47%
Â
Europe
Â
26%
Â
Asia
Â
12%
Â
Africa
Â
8%
Â
South
 America
Â
5%
Â
Oceania
Â
2%
Â
Interest
 by
 loca2on
Â
10. Most interest has directly followed regulatory activities!
@paulhigginz @crowdvalley
0%
Â
5%
Â
10%
Â
15%
Â
20%
Â
25%
Â
30%
Â
35%
Â
40%
Â
United
Â
States
Â
United
Â
Kingdom
Â
Italy
 Canada
 India
 France
 Spain
 Germany
Â
Interest
 by
 country
Â
11. Crowdfunding goes beyond startups!
â˘âŻ Expanding a mezzanine fund for Oil & Gas investments in Rio de Janeiro
â˘âŻ Providing over-collateralized, real US asset-backed loans online to retail
investors in San Francisco
â˘âŻ Doctors financing R&D for new medical device companies in Sydney
â˘âŻ Alumni supporting their universityâs entrepreneurship in Seattle
â˘âŻ Offering investment opportunities in real estate in London
â˘âŻ Connecting traders of precious stones with professional investors in New
York
â˘âŻ Facilitating access to new asset classes for hedge funds and family offices
in Bahrain
@paulhigginz @crowdvalley
12. Co-investment and syndication models!
â˘âŻ It is important to get different funding models to work together
â⯠Transparent models, fair agreements and opportunities
â⯠Market value and market dynamics
â⯠Continuity for future funding rounds
â˘âŻ Different models are suitable for different sectors
â⯠Non-securities models
â⯠Equity financing
â⯠Debt models
â˘âŻ There can be several co-investment models; passive or active
â˘âŻ It is important to build co-operation with traditional investors VC, PE firms
and syndicated investor groups
@paulhigginz @crowdvalley
13. Co-investment models working with online platforms!
@paulhigginz @crowdvalley
Equity Crowdfunding Portal
Companies
Entrepreneurs
Marketplace
Investors
Accredited US
investors
(JOBS Act Title II)
Aggregated FundFund
Offshore investment vehicle
Global
investors
Limited Partner
Private Equity or
Hedge Fund as
co-investor
Angel
Syndicates
14. Development of a support ecosystem!
â˘âŻ Front-end and back-end technology and services
â˘âŻ Investor accreditation
â˘âŻ Online payments
â˘âŻ Escrow and custodial services
â˘âŻ Credit and background checks
â˘âŻ Due diligence and valuation services
â˘âŻ Online documentation filing and investor relations
â˘âŻ Funding analytics
@paulhigginz @crowdvalley