Product and Resources Overview

Copyright © 2018 Charter School Capital, Inc. All Rights Reserved.
CHARTER
SCHOOL
CAPITAL
PRODUCTS
AND
RESOURCES

2
AGENDA
 INTRO/ WHO WE ARE
 AVAILABLE PRODUCTS
o Working capital funding
o Facilities Financing
o Energy Services
o School Building Health Services
 RESOURCES
 Resource page
 Events page
 Partner page
 Content Partnership Opportunities
 Client Portal

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3
•
WHO WE
ARE
• Charter School Capital helps schools access,
leverage, and sustain the resources charter
schools need to thrive, allowing them to focus
on what matters most – educating students.
 In the past 10 years, we have:
o Served more than 1,000,000 students
and their families
o Supported more than 600 charter schools
o Invested $1.8B in helping charter schools
better serve their communities
 Facilities financing arm supports charter
leaders with long-term leases
o 42 schools across the country
o Tenant improvements and energy
services
 More than 60 employees headquartered in
Portland, OR
 Stellar track record with schools and
investors
COMPANY OVERVIEW

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4
•
 Based out of Atlanta, GA
 Proudly serving Charter Schools in the
southeastern region
 18+ years of sales experience
 18+ years working within the educational
space
 Married, with two boys, and always at the
soccer field
Matthew Gardner
Charter School Advisor
ABOUT
ME

PRODUCTS AVAILABLE
 Facilities Financing
 Working Capital
 Enrollment Marketing
 Charter School Energy

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FACILITIES
Why long-term lease financing?
 Finance 100% of project costs
 Retain control of your facility
 Plan on long-term affordability
 Enhance your existing building or finance
new construction
 Your lease can be customized to your
school’s model - whether blended
learning, traditional, etc.
 Tenant improvements can be financed in
your lease
 Use as take-out financing for an existing
bond or potential bridge to bond financing
Our facilities financing product is a long-
term lease that allows schools to access
funding through all stages of growth.
We currently support a portfolio of 42
charter school facilities in 10 states.
Your charter school clients could save up to 20% on
monthly lease costs by financing through Charter
School Capital

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 Build an athletic program
 Pay for buses or other transportation
 Implement safety and security systems
 Provide new technology in the classroom
 Train and hire staff
 Purchase new computers
 Open a new school
 To address budget shortfalls and delays
Two Funding Options:
• Full-Service Initial Funding (14-30 days)
• Five-Day Initial Funding (5 business days)
WORKING
CAPITAL
Our receivable sales product is a reliable and
flexible process that provides access to capital for
operations, facilities, programmatic expenses, or
other obligations.
To date, we’ve invested more than $1.8 billion
in more than 600 schools and supporting the
education of more than 1,000,000 students.
Working capital can be accessed to:
Charter School Capital has been a
valuable resource to our school. It’s
like working with a bank, but easier.
The customer service is outstanding
and we appreciate all the hard work
the staff renders.
DR. INDIA FORD
T-SQUARED HONORS ACADEMY
Trustpilot ReviewTrustpilot Review
Very professional staff and driven
by helping schools accomplish
their goals. They approach the
working relationship as a
partnership for success.
FRANK YANEZ
PAINTED DESERT MONTESSORI
Trustpilot Review
Love the staff, service,
friendliness, partnership, and
commitment from Charter School
Capital. Highly recommend!
DAWN WILSON
OLIVE GROVE CHARTER SCHOOL

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CHARTER SCHOOL
ENERGY  ENHANCE THE LEARNING ENVIRONMENT
 REDUCE ENVIRONMENTAL IMPACT
 CREATE LEARNING OPPORTUNITIES
 ADDRESS DEFERRED MAINTENANCE ISSUES
Charter School Energy, Powered by BioStar
Renewables is a full-service energy upgrade
program with flexible financing options.
THE BENEFITS

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9 FOUNDATIONS
OF A HEALTHY
SCHOOL
The Harvard School of Public Health’s report,
Schools for Health, Foundations for Student
Success has proven that school buildings
significantly impact student health, thinking,
attendance, and performance.

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SOLUTIONS FOR A HEALTHIER BUILDING
Our facilities, construction, renovation, and energy financing solutions can help transform your school
building into an ideal space that supports student health, thinking, attendance, and performance.

RESOURCES
 Resource Library
 Events
 Partners
 Content Partnership Opportunities
 Client Portal

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RESOURCE LIBRARY
Filter by:
 Content Type
o eBook/Guides
o Datasheets
o Infographics
o Videos
o Webinars
o School Spotlights
 Topic
o Management
o Growth
o Facilities
o Marketing
 State

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EVENTS
Search by:
 Date
 Keyword

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PARTNERS
Search by:
 Partner Type
 State

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CLIENT
PORTAL  The portal will increase the efficiency of the
underwriting and funding processes
 Allows for multiple client representatives to
process transaction(s) concurrently with real-
time status updates
 A one-stop-shop for schools and providers to
partner with CSC on transactions
 Easy for clients to see where they are in the
process with clearly defined step statuses
The Charter School Capital Client Portal is a
new way to more efficiently process and monitor
the progress of any Charter School Capital
transaction.
THE DETAILS

Client portal sneak peek!
Past due items will
alight in red
Easy to find “info”
buttons will provide
further details as to
how to complete each
step
By simply clicking
on the item name,
you will be able to
view more details

CONTACT ME
Email: mgardner@charterschoolcapital.org
Phone: 470.658.5132

ADDITIONAL SLIDES
ON PRODUCTS FOR
MORE INFO

CHARTER SCHOOL ENERGY:
ADDITIONAL DETAILS

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ENERGY SAVINGS WILL COVER THE UPGRADE
LIGHTING UPGRADE EXAMPLE:
• Turnkey LED lighting upgrade on
elementary school with annual
energy costs of $16.5k
• 5-Year lighting lease agreement
with equal monthly payments
totaling $11.8k per year
• Annual energy and maintenance
cost savings of $12.8k
• Assuming steady kWh rate over
10-years (an increasing rate
would have a greater net benefit)
10-YEAR LIGHTING UPGRADE ECONOMICS
$12,832
$(11,843)
$989
$12,832
$69,106
-$40k
-$20k
$k
$20k
$40k
$60k
$80k
0 1 2 3 4 5 6 7 8 9 10
Energy Bill Savings Lease Payment
Annual Net Benefit Cumulative Net Benefit

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CHARTER SCHOOL ENERGY: POWERED BY BIOSTAR
SERVICES WE OFFER:
• Professional site assessment & audit
• Custom lighting design
• Energy / financial savings summary
• Direct purchase relationships with best-in-class
American LED suppliers
• Top-quality products at the best prices with
industry-leading warranties
• 100,000+ hour solutions
• Rebate management
• Leasing and financing options
WHAT WE NEED FOR OUR
INITIAL ESTIMATE:
• 12-months of electricity bills
• Building address
• Building floor plan (or sq. footage)
• Age and condition of building and
systems

ENROLLMENT MARKETING

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ENROLLMENT
MARKETING
 Charter School Capital’s Enrollment Marketing
Program is designed to positively impact a charter
school’s viability by boosting enrollment numbers
through targeted marketing efforts. You can choose a
program that focuses on generating awareness
primarily through digital marketing, or one that also
includes “ground game” marketing to convert
applicants to enrollment.
 All efforts will be customized for each school’s unique
needs, and may include the following:
o Paid search
o Social media advertising
o Direct mail
o Email, etc.
o SEO, SEM, local search
o ”Ground Game” activities such as open houses,
community meet & greets, etc.
THE DETAILS
Janet and Ben are spearheading Charter School
Capital’s enrollment marketing services
Janet Johnson Ben Scandlen
PAY-FOR-PERFORMANCE OPTIONS:
Schools can opt to pay either per application or
per newly-enrolled students that Charter School
Capital sources and retains during enrollment
marketing efforts.

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Students Enrolled
Students Engaged
Students Aware
ENROLLMENT MARKETING SERVICES: THE FUNNEL
• PR / Media
• PPC / SEO / Local Search
• Social Media
• Email
• Current students / parents
outreach
Engagement Phase
• Local events for prospective
students / families
• Enrollment paperwork and process
Close Phase
(Local / Last Mile)
 Because schools tend to have
strong grass-roots approaches,
they’re strengths are often in the
“Close Phase”
 School leaders often lack resources
and knowledge of best practices
during the ”Engagement Phase”
 We bring our expertise to
Engagement Phase activities:
o Experts in digital marketing
o Strong tech stack
o Scale and speed
OUR FOCUS

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