December 2011 version

1. InduStreams
Rethinking infrastructure markets

2. History
InduStreams was founded in 2011 with a mission to create
a more transparent, connected and informed
infrastructure market place.
We launched Port Investor in July 2011, a specific sector
pilot with focus on port investing and the global port
industry.

3. The Vision
UNLEASH
The full potential of each port group and market. There is more
than $1 Trillion in unrealised investment potential. We want to
enable an explosion in investment activity.
CONNECT
All important port markets with investors and industry players.
Together, there are more than 5,000 globally.
EMPOWER
The market by creating new ways and models for investors and
ports to come together

4. Status - InduStreams
InduStreams
ultimate scope
Infrastructure spans the entire
infrastructure sector
and beyond. With
Port Investor we
have a strong base
in the infrastructure
sector and are
already now
branching into other
transportation
segments such as
Port Other Energy & Social airports, social
Etc.
Infrastructure Transportation Renewables Infrastructure infrastructure and
energy and
renewables related.

5. Status – Port Investor
 200+ port groups and 1,000+ investors and executives in the
community and increasing
 China Port Investor and other regions are being launched
 Port-Investor.com launched
 Port Investor LinkedIn group launched (300+ members)
 Advisers for China, Europe and Latin America in place already
 More than 50 concepts and services in development with
select investors and port groups

6. Traditional Approach Our Approach
Leads from media/promoters – Early engagement focused on
you have no edge development not peddling
“Take it or leave it” – Develop opportunities to fit
you have no influence buyer and seller
Short deadlines –
VS. Long-term commitment to
you have no time exploration, deep understanding
Match-making – Concepts that leverage your
you have no leverage proposition in the market

7. Port Investor is unleashing the untapped
global potential of port development…

8. The port infrastructure sector has tremendous
untapped potential…
 Most port markets have Port Property Dry Port Oil Storage
substantial potential to
develop beyond basic port
Bio Cruise
infrastructure
Fuel
 100s of operators, developers Logistic
Bulk Zone
and cargo owners want ports
to develop their business Trade Energy
Hub Hub
 More than $1 trillion of funds
are seeking a home in this
sector. Intermodal Hub Free Zone In-Port Industries
 Ports and projects need
funding of $1+ trillion

9. The port infrastructure sector has tremendous
untapped potential…
…BUT also has tremendous challenges…
1. The market is non transparent. Illuminating it will require
thousands of constituents to come together and share insight
and knowledge
2. The market is not connected. Connecting it will require all sides
of the market place to reach out and be part of the community
3. The market is stale. Empowering it will require mass-
collaboration in ways previously unheard of in this sector

10. Port Investor is unleashing the untapped
global potential of port development…
…by addressing the challenges

11. By addressing challenges…
…for ports and project owners specifically
Developing a platform for growth and
seeking investors requires:
10,000
Tens of
1,000
Thousands of
thousands of
connections
1. Continuous dialogue with the market
investors place to build attractive development
opportunities
100
Hundreds of 2. Formulating a solid proposition that
investment
models can be understood by infrastructure
investors
3. Exposure to the market place
4. A focused process to create win/win
partnerships and investor relations
Matching propositions
Many ports hope they can skip building a platform for growth. It’s
an illusion. Only ports with a strong growth platform will excel.

12. By addressing challenges…
…for investors, operators and users specifically
Finding great investments consistently
requires great processes:
50,000
Tens of
1. The quality of the output is determined by 5,000 thousands
Thousands of targets
the input – poor market scanning and of markets
market intelligence leads to poor leads
500
2. The larger the market platform and the Hundreds of
investment
more opportunities it is engaged with the models
larger the pipeline
3. Only a few of the potential market targets
will end up as deals - without a substantial
pipeline no deals
Matching propositions
Many investors hope they can skip building great processes. It’s an
illusion. The deals you get access to are only as good as your pipeline.

13. By addressing challenges…
…for the market place in general
Deal Attracting investments or investors
$1 – $2 billion requires building the deal pyramid.
Deal
Development An approach that skips the bottom
$3 – $5 billion
and goes straight to deals will usually
Engagement and not generate valuable deals
Leads
$30 – $50 billion
Scanning and Intelligence
$300 – $500 billion

14. By addressing challenges…
…for the market place in general
Lack of scale, structure and focus to build an effective intelligence
base to scan and understand the market – without it the rest of
the process will be like “flying blind”
There are plenty of interested investors and ports out there, but
they require regular and early engagement
All investors and ports will require significant exploration as the
deal develops beyond just show of interest
If you are looking to create $1 - $2 billion worth of investments
you likely need access to a larger number of investors and ports
with $100+ billion available for investing

15. Port Investor is unleashing the untapped
global potential of port development…
…by addressing the challenges
…by creating an open model – the foundation

16. Wikinomics is a reality of the 21st century – still many hold on to
arcane models based on withholding information and competing
in the same space as all the rest.
Only an open model that provides for a transparent, connected
and informed market place will be able to un-tap the vast
potential this sector has. Anything less will at best only make
small dents and worst case shrink the sector.

17. An open model means a free and valuable industry community
with easy access to other relevant members.
An open model means free access to relevant and valuable
information.
An open model means free access to tell your story and the free
flow of information.

18. The open model provides the foundation for all constituents
of the market place to build their own pyramids…
Deal Deal Deal Deal Deal
$1 – $2 billion $1 – $2 billion $1 – $2 billion $1 – $2 billion $1 – $2 billion
Deal Deal Deal Deal Deal
Development Development Development Development Development
$3 – $5 billion $3 – $5 billion $3 – $5 billion $3 – $5 billion $3 – $5 billion
Engagement and Engagement and Engagement and Engagement and Engagement and
Leads Leads Leads Leads Leads
$30 – $50 billion $30 – $50 billion $30 – $50 billion $30 – $50 billion $30 – $50 billion
Scanning and Intelligence Scanning and Intelligence Scanning and Intelligence Scanning and Intelligence Scanning and Intelligence
$300 – $500 billion $300 – $500 billion $300 – $500 billion $300 – $500 billion $300 – $500 billion
…which ultimately requires thousands of connections and
transparency in the market place.

19. Port Investor is unleashing the untapped
global potential of port development…
…by addressing the challenges
…by creating an open model – the foundation
…by making the right structure – the pyramid

20. Step 1 Step 2
Investment target and Market engagement and
time horizon, e.g. $2 creation of leads that are
billion over 5 years. attractive to the
Designing the process investor or port in
from proposition question.
development, constituent
focus through market Deal
engagement, exploration Step 4
and securing
Exploration
the investment.
Step 3
Market Engagement
and Leads
Step 2
Creating the Platform
Focusing the Proposition
Step 1

21. Step 3 Step 4
Securing exploration Getting from exploration to
agreements with investors commitment
or ports to ensure a serious – getting to goal!
and committed process.
Deal
Step 4
Exploration
Step 3
Market Engagement
and Leads
Step 2
Creating the Platform
Focusing the Proposition
Step 1

22. Port Investor is unleashing the untapped
global potential of port development…
…by addressing the challenges
…by creating an open model – the foundation
…by making the right structure – the pyramid
…by building new models

23. PORTS AND PROJECT OWNERS new models
and scanning
Market intelligence
require
AND SOURCE INDUSTRIES
and Engagement
new ways of
AND DEVELOPERS
CARGO OWNERS
Development
OPERATORS
Market intelligence
Market intelligence
Deal
and Engagement
and Engagement
connecting
Development
and scanning
and scanning
Development
Deal
Deal
and engaging
Deal
Development the different
and Engagement
sides
Market intelligence
and scanning
of the market
place
INVESTORS
Investors

24. IMMEDIATE COVERAGE FOR
INVESTORS
For those with an interest to The PI Consortium©
enter, expand or invest in a specific A new model
region (e.g. China) and covering all
the key markets within months. for investors, developers and operators
REAL ENGAGEMENT Shipping lines Asia
Our on the ground network directly Industrials Latin America
engages the local decision makers Fabrication Middle East
COMPLEMENTARY CARGO OWNERS PORT PARTNERS
A group of leading firms with
complementary skills and objectives
enabling a strong proposition CONSORTIUM
towards ports.
SYNERGISTIC AND NO RISK DEVELOPERS INVESTORS OPERATORS
No heavy regional setup or local
office before you start running – Free Zone Pension Fund Container
cost levels that would otherwise Marine Infra. Private Equity Oil & Liquid
only buy desk researched market Construction Sovereign Fund Dry Bulk
reports

25. GLOBAL EXPOSURE FOR PORTS
An exclusive platform that allows a
port to develop investment
Port Development 2.0© propositions and opportunities with
A new model invited
investors, operators, developers, cargo
for ports and project owners owners etc
Shipping lines Asia FOCUSED AND CONFIDENTIAL
Industrials Latin America Invitees sign NDAs before gaining
Fabrication Middle East access to an online data room and
forum to create win/win constellations
CARGO OWNERS PORT PARTNERS usually exploring opportunities with 5-
10 other invitees
PORT DEVELOPMENT SYNERGISTIC AND RESULT ORIENTED
Invitees gain access to a synergistic
environment with exclusivity and
DEVELOPERS INVESTORS OPERATORS support
Free Zone Pension Fund Container IMMEDIATE INVESTMENT POTENTIAL
Marine Infra. Private Equity Oil & Liquid Invitees can at any time decide to
Construction Sovereign Fund Dry Bulk proceed with an exploration
agreement for a specific proposition
directly with the port and/or with
other members

26. Port Investor is unleashing the untapped
global potential of port development…
…by addressing the challenges
…by creating an open model – the foundation
…by making the right structure – the pyramid
…by building new models
…by empowering you!

27. …what a difference a deal makes…
“We have worked in positions requiring 100 million dollar deals to be
cut every year - it’s excruciating - the constant pressure of the scorecard
wears you down.
But it does not have to be that way - Port Investor is just as much about
making investing a fun, creative and effective process for the
individuals making a professional career out of it as it is about
unleashing potential.
Getting connected, engaged and focused around your own deal
pyramid can get you that deal that may make all the difference.”
Michael Moller Michael Pomerleau
Partner Partner
Port Investor Port Investor

28. Start building your own pyramid!
contact@port-investor.com
www.port-investor.com
www.linkedin.com/groups
We are here to assist when you are ready for it

29. APPENDIX
The deal pyramid explained
(port perspective)

30. The PI Deal Pyramid…
Step 4
…an overview Deal Closing the deal
$1bn
Develop
Step 3
Deal development
10-20
Step 2 Engage
Engage the most relevant
50-100
Step 1 Exposure
Get exposure to thousands
1,000-5,000
Step 0 Purpose Target Proposition
Create the foundation

31. Step 0…
…defining purpose
Question: What is the
purpose? Why are you
looking for
customers, partners and
investors?
Example: Expanding the
port area to stimulate
economy and trade in
the region. The
preference is for….
Purpose

32. Step 0…
…identifying the target
Question: Who are you
targeting as
customers, partners and
investors and how
would you ideally like to
see them invest and
cooperate?
Example: We are
looking for 1 new oil
storage operator, 50%
increase of the bio fuel
developed area etc. We
expect this to require a
total of 3,000m of Purpose Target
quay, 400ha and
between €1-2 billion.

33. Step 0…
…creating the proposition
Question: With the
target investors in mind
what is your proposition
to them? Why should
they invest in your port?
Example: Highlighting
all the key
market, investment and
concession-related
items for each investor
type e.g. one specialized
for oil, one for bio fuel
etc.
Purpose Target Proposition

34. Step 1…
…exposure Deal
This is about creating
awareness, getting your Develop
proposition out there in
the right form
Expose and Engage
Exposure
1,000-5,000
Purpose Target Proposition

35. Step 2…
…engagement Deal
This is about creating
true engagement – a Develop
website or commercial
that is available for
everyone to read will
Engage
not do that.
50-100
Investors, operators, de
velopers and cargo Expose
owners only take the
time to get involved 1,000-5,000
with projects where
they feel chosen and
see commitment from
the other side. Purpose Target Proposition

36. Step 3…
…development Deal
This is about fast-
tracking and developing Develop
real opportunities with
investors, operators, de 10-20
velopers, cargo owners
Engage
etc.
50-100
This requires creating a
frame that gives all Expose
sides the tools and trust
to get real intentions on 1,000-5,000
the table and talk
specific options.
Purpose Target Proposition

37. Step 4…
…deal Deal
$1bn
They now know you, the
market and their preferred Develop
options. Deals can close
quickly. 10-20
Engage
50-100
Expose
1,000-5,000
Purpose Target Proposition