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Michael Sarlitt
Matt Joanou
Team, Clients, and Vision
Core Team
Matt Joanou
CP Sr. Student – Economics major with Entrepreneurship concentration and
Psychology minor
Background: Non-profits, Start-ups, Networking
Michael Sarlitt
CP Graduating Business Student – Finance, Marketing, & Entrepreneurship
concentrations
Background: Sales, Online Marketing, Social Media, Market Research Tools
Jordan Evans
Westmont College (SB) Recent Graduate – Business, Economics, & Spanish
Background: Business Development, Market Research, Forecasting
Common Themes: Passion for entrepreneurship, come from families of business owners
Extended Team
Jonathan York
Head of Entrepreneurship department at Cal Poly
Over 25 years experience as a CEO in multiple
industries
Michael Gunther
Founder and President of Collaboration, SLO
consulting firm
Strong connections in San Luis Obispo community
Vice-Chair to the SLO Chamber of Commerce
Current Clients
Market Research Projects
Location: Santa Barbara, CA
Industry: Engineering Firm
Objective: Comprehensive market analysis of new niche industry
Location: Santa Barbara, CA
Industry: Telecommunications
Objective: Analyze consumer segments and demographics
Current Clients
Social Media Projects
Location: San Luis Obispo, CA
Industry: Winery
Objective: Launch a cutting edge social media campaign
Location: San Luis Obispo, CA
Industry: Web-Based, Inventors
Objective: Create web content and social media campaign
Current Clients
Business Plans
Women’s Shoe Store (Paso Robles)
Location: Paso Robles, CA
Industry: Retail
Objective: Create a comprehensive business plan for new shoe/wine bar concept
Competitive Edge - Market Strategy - Sales Forecast - Management Summary - Financial Forecast
Short-Term Expansion Vision
SLO SB
OC
SF
Timeline
Feb ‘10 Aug ‘11 Aug ‘12
Initial Pilot
(small market)
Universities
Cal Poly, SLO
1st Expansion
(medium market)
Universities
UCSB
Westmont College
2nd Expansion
(large markets)
OC Universities
UCI
CSU Fullerton
CSU Long Beach
SF Universities
UC Berkley
Stanford
SFSU
BOS
2012
CHI
2012
NYC
2013
LA
2013
Long-Term Expansion Vision
Target markets saturated
with Universities
Potential Harvest Options
Hold private indefinitely
Benefit from continuous cash flows
Buyout by large consulting firm (long-term)
Potential Partnerships
Consulting Firms
Provides UniBridge with
• Referrals
• Tutelage
• Resources (office space)
UniBridge provides consulting firm with
• Link to young talent
• Revenue sharing
Research
Determining a Need
Proof of concept
Developing surveys
Pricing
Initially trial by fire
Currently developing Conjoint Analysis survey
1st Level Competitors
Wildbloom
Small business and non-profit focus
One active group at Yale (Maya)
Nexecon
U of Michigan student-run consulting group (not-
for-profit)
Focus on consulting (vs. business projects)
2nd Level Competitors
Established Consulting Firms
Temp Agencies
Independent Contractor
$$
$$$$
$$$
Financials
Period:
Startup
Costs 1 12 Total
Project Volume (units) 5 15 161
Monthly Project Comp. 500 900 8,800
Gross Project Revenue 2,500 13,500 122,300
Variable Costs
Team (20%) 500 2,700 24,460
University (5%) 125 675 6,115
Total Variable Costs 625 3,375 30,575
Total Fixed Costs (593) 163 163 2,543
Operating Profit (loss) (593) 1,713 9,963 89,775

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10min UB pitch

  • 1. Michael Sarlitt Matt Joanou Team, Clients, and Vision
  • 2. Core Team Matt Joanou CP Sr. Student – Economics major with Entrepreneurship concentration and Psychology minor Background: Non-profits, Start-ups, Networking Michael Sarlitt CP Graduating Business Student – Finance, Marketing, & Entrepreneurship concentrations Background: Sales, Online Marketing, Social Media, Market Research Tools Jordan Evans Westmont College (SB) Recent Graduate – Business, Economics, & Spanish Background: Business Development, Market Research, Forecasting Common Themes: Passion for entrepreneurship, come from families of business owners
  • 3. Extended Team Jonathan York Head of Entrepreneurship department at Cal Poly Over 25 years experience as a CEO in multiple industries Michael Gunther Founder and President of Collaboration, SLO consulting firm Strong connections in San Luis Obispo community Vice-Chair to the SLO Chamber of Commerce
  • 4. Current Clients Market Research Projects Location: Santa Barbara, CA Industry: Engineering Firm Objective: Comprehensive market analysis of new niche industry Location: Santa Barbara, CA Industry: Telecommunications Objective: Analyze consumer segments and demographics
  • 5. Current Clients Social Media Projects Location: San Luis Obispo, CA Industry: Winery Objective: Launch a cutting edge social media campaign Location: San Luis Obispo, CA Industry: Web-Based, Inventors Objective: Create web content and social media campaign
  • 6. Current Clients Business Plans Women’s Shoe Store (Paso Robles) Location: Paso Robles, CA Industry: Retail Objective: Create a comprehensive business plan for new shoe/wine bar concept Competitive Edge - Market Strategy - Sales Forecast - Management Summary - Financial Forecast
  • 7. Short-Term Expansion Vision SLO SB OC SF Timeline Feb ‘10 Aug ‘11 Aug ‘12 Initial Pilot (small market) Universities Cal Poly, SLO 1st Expansion (medium market) Universities UCSB Westmont College 2nd Expansion (large markets) OC Universities UCI CSU Fullerton CSU Long Beach SF Universities UC Berkley Stanford SFSU
  • 9. Potential Harvest Options Hold private indefinitely Benefit from continuous cash flows Buyout by large consulting firm (long-term)
  • 10. Potential Partnerships Consulting Firms Provides UniBridge with • Referrals • Tutelage • Resources (office space) UniBridge provides consulting firm with • Link to young talent • Revenue sharing
  • 11. Research Determining a Need Proof of concept Developing surveys Pricing Initially trial by fire Currently developing Conjoint Analysis survey
  • 12. 1st Level Competitors Wildbloom Small business and non-profit focus One active group at Yale (Maya) Nexecon U of Michigan student-run consulting group (not- for-profit) Focus on consulting (vs. business projects)
  • 13. 2nd Level Competitors Established Consulting Firms Temp Agencies Independent Contractor $$ $$$$ $$$
  • 14. Financials Period: Startup Costs 1 12 Total Project Volume (units) 5 15 161 Monthly Project Comp. 500 900 8,800 Gross Project Revenue 2,500 13,500 122,300 Variable Costs Team (20%) 500 2,700 24,460 University (5%) 125 675 6,115 Total Variable Costs 625 3,375 30,575 Total Fixed Costs (593) 163 163 2,543 Operating Profit (loss) (593) 1,713 9,963 89,775

Hinweis der Redaktion

  1. Maya - Closely integrated with University, Focus on “Creative” and PR (mi