Investment presentation done for a customer who gave me five star rating

1. a L e y l i n e p r o d u c t

2. “Your map to a world of private ownership
opportunities.”

3. Acknowledgement
If you are reading this, You are an investor. On the lookout for the next big idea, a great plan, team and a vision to make things better than they are. And you
have seen many, many pitch decks.
Early stage investments are attractive. They have immense potential and carry high risk. We sought out early stage, high-growth opportunities to make the
most out of our surplus resources.
What we discovered was a vibrant industry with few participants. Tools to make sense of it were lacking. We changed course and decided to use our
software development skills to help improve market accessibility.
Our passion is to understand, develop, and expand the community of investors taking part in private markets.

4. A Tale of Two Cities
Y O U R M A P T O A W O R L D O F P R I V A T E O W N E R S H I P O P P O R T U N I T I E S
Population110K
Contributing 133 billion
in capital
Number indicates the size of that group in 2014. According to a
SEC Whitepaper which tracks the number of investors
participating in Regulation D offerings by non-financial issuers.
https://www.sec.gov/dera/staff-papers/white-
papers/unregistered-offering10-2015.pdf
Accredit City Population 7,000,000+
This is the population of people within the US that meet the
requirements to be considered accredited to invest and have
not.
Seed city

5. 2009 2010
2011 2012
2013 2014
A Bird’s eye
view
Companies raising capital have some
options. Many elect for private
placement.
Industry
Outlook
Reference: SEC Whitepaper -
https://www.sec.gov/dera/staff-papers/white-papers/unregistered-
offering10-2015.pdf

6. The 2012 JOBs Act permits an "accredited investor" to
participate in the private placement market.
OUR
CUSTOMERS

7. Individual making 200k in each of past 2 years and expecting to do so in
current year, or 1 million+ in net assets (excluding primary residence)
There are over 6 million individuals and
1 million businesses that meet the
requirements to be considered
accredited based on Income. This is a
very conservative estimate not
Spouses making over 300k jointly in each of past 2 years and expecting to
do so in current year
Businesses with more than 5 million in net assets

8. OurCustomers
Individuals that fall within the purple row comprise a large and
addressable market segment.
All Returns : Selected Income and Tax Items by Size and Accumulated Size of Adjusted gross income, Tax Year 2014 (filling Year 2015)
Source - IRS.gov SOI table -
https://www.irs.gov/uac/soi-tax-stats-individual-statistical-tables-by-size-of-adjusted-gros
s-income

9. existing market
(301,000 @ <5%)
The Problem Less than 5% of the qualified population is connected and participating in private offerings.
overall market
of
7mil+
~301,000 entities contributed to the $1.3 trillion in private investment in 2014, according to SEC data*.
It seems very strange that < 5% of the accredited population in the US are participating in private
markets, compared to 55% of US Households that report owning stock.
This is especially relevant given that there are 3,000 fewer public stocks available today than there
were in 1997.
Sources:
1. (Gallup) Little Change in Percentage of Americans Who Own Stocks
2. https://www.wsj.com/articles/americas-roster-of-public-companies-is-shrinking-before-our-eyes-1483545879

10. Why?
Business
Angel investment groups utilize organic growth strategies and tend to be small
trust-based referral networks which facilitate syndication, excluding large swathes of the market
Individual
High net worth earners are confident and highly skilled. They qualify for
separately managed accounts instead of regular funds.
AFEWWORDSABOUTYOURSERVICE
Learners by nature, they want an easy entry.
Accredited investors skillsets vary greatly, may not understand finance well
(increases barrier to entry). It is confusing for a first time investor to figure out
how, when, where, and why to make their first investment.
As a class of legal entity, Funding Portals only came into existence in 2012 through the JOBs act.
As a financial vehicle with less than 5 years in existence, maturity curve is in the stage of early
adoption and organic growth

11. Why?
AFEWWORDSABOUTYOURSERVICE
Regulatory and Systemic
The SEC’s Investor Education and outreach effort is quite limited in scope
Often one has to be an insider to know about private investment opportunities
Often one has to be an insider to know about private investment opportunities
Regulation D issuers are generally not permitted to generally solicit investment,
with the exception of rule 506(c).
“These factors
combine to
create high
barriers to entry
to private
capital markets.”

12. The JOBs act has created a market where investors have easy access to
privately issued securities. The majority of the population has no
experience with Regulation D raises. With less than 5% market saturation
there is an opportunity to gain first mover advantage for a platform that
designs its service architecture around the needs of that group. Even
minor growth in the accredited investor population can create massive
economic growth in multiple sectors. Such growth can be fueled by using
proven sales and marketing strategies. The required vessel for this is a
highly participatory investor-centric platform with a web and mobile
friendly interface.
Solution

13. Single point access to investment
opportunities currently spread across
multiple sites (or not viewable at all)
Advocacy and Education
Enrollment and Accreditation
“The required vessel for this is a highly
participatory investor-centric platform with
a web and mobile friendly interface.”
Community tools and customized
reporting

14. Substantive partnerships with funding
portals, funds, P.E. and V.C groups, while
closely monitoring Form D registrations
through EDGAR will enable us to keep
our members present to various
opportunities that otherwise would be
unavailable.

15. Dagan Bora
Co-Founder
10 years cumulative B2B outbound sales
2-time President/CEO
broad experience in Manufacturing
sector
AIESEC
Seth Wright
CTO & Co Founder
Founder@Pronology
Co-Founder@WheresmyMedia
Emmy Award winning Technical
Supervisor
THE TEAM

16. Henrique Meyer
Senior Systems Architect -
Cloud Centric
Edwin Schleiff
Senior Software Developer
-Finance Background
Full Stack
developed and maintained main Stock
and Options broker system at Safra
Bank
THE TEAM

17. Core development team built an award winning company in
Pronology, with clients such as Amazon, Fox, ABC, and
Disney.
Achievements

18. Team has excellent talent, communication, and workflow,
able to develop MVP to market in 6 months.
We understand the data science challenges that occur in
applications that deal with a variety of complex sources
which change frequently.
Unique
strengths

19. Path to Market
First 6 months
Build UI and platform
Make a minimum viable product
Engage Partners (Funding Portals, VC, P.E.,
Angel groups, Data firms).
Complete executive and board teams.
Ramp pre-launch blitzkrieg marketing/sales
activities.
Customer discovery.
October 2017 - April 2018
Platform goes live.
Achieve user growth
Version 2.0 Launch.
Strategic planning .
2nd Financing event (SEED).

20. Adoption
User Development
and
Engagement
“Gamification”
UserDevelopment
Engagement
Adaption

21. The experience with Counterparty is their introduction.
Counterparty is not an investment advisor, a funding portal,
or broker, its’ services benefit members by making the
market accessible. The design principles focus on ease of use,
navigation, notification management, education and risk
management; allowing for an experience where complex
markets are simplified and easy to explore.
ADOPTIONUSERDEVELOPMENTANDENGAGEMENT
Gamified process to engage user
Growth hacking via incentives for referring new members
(Discounts on accreditation, etc.)
Content tailoring - Track user data to learn where users are
spending the most time and personalize offerings based on
activity
Continuously develop Content strategy and
sources

22. Monetization
Long term, we expect the largest driver of revenue to be
Advertising. We expect a high advertising revenue per
User(ARPU) due to the calibre of our members and the
lengthy amount of time spent on the app. Because these
figures are difficult to estimate we have not
included them in our projections. Affiliate referral programs - Pre-accredited visitors are valuable to funding portals,
hedge funds, P.E. and V.C. firms.
$0.00
$5,000,000.00
$10,000,000.00
$15,000,000.00
$20,000,000.00
$25,000,000.00
$30,000,000.00
5,000 25,000 100,000 250,000 500,000
Paid Users (Accredited)
Revenue @ $50/Membership
Advertising revenue - Select companies offering complementary products.
Marketing assets - Can sell “secret sauce” to other companies that target high
net-worth individuals.

23. Competitive/
Partnership
Landscape
Traditional investment - Hedge Funds, S&P, DOW, Nasdaq, Mutual
funds, Private Equity, Venture capital, family office, index funds.
Funding portals (Not crowdfunding) - We funder, microventures.com,
seedinvest.com, fundrise.com, CircleUp.com, angel.co, darcmatter.com,
Indiegogo, Earlyshares.com, equitynet.com. Funding portals speak more
to startups than to investors.
Data sites - Pitchbook.com, mattermark, CB insights, privco,
Crunchbase, datafox - Great data, at a cost.
Traditional
investment
Funding
portals`
Data sites

24. Fundamentally, every new investor we accredit and help
to get involved represents a net increase in the overall
market available.
With appropriate confidentiality and security in place,
membership represents a targetable dataset of wealthy
people in the US.
Value
E X I T S T R A T E R G Y

25. Large Private Equity Firms, Venture Capital Firms,
diversified tech giants, Investment banking
organizations
Potential Acquirers
E X I T S T R A T E R G Y

26. Reaching 350,000 members would mean roughly
DOUBLING the overall # of accredited investors in
the US.
Market penetration of 50% would represent
3.5million accredited investors, roughly a 10x
increase in the population investing.
Our success will depend on our ability to attract
users through excellent marketing, referral
programs, and an excellent product and partnership
network.
Impact
E X I T S T R A T E R G Y