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Proprietary & Confidential
Empowering People


  Proprietary & Confidential
A NEW VISUAL CRM &
COLLABORATION PLATFORM
      Proprietary & Confidential
Our Company Highlights
                  SEASONED                                        BOOT STRAPPED
       ENTREPRENEURS WITH                                         (Concept defined in early 2009
        START UP EXPERIENCE                                       & invested $500+K thus far)




DISRUPTIVE UI
TECHNOLOGY                                                                      ASSEMBLED TEAM




                                                                  DEVELOPED WORKING
        EXTENDABLE PLATFORM
                                                                  PROTOTYPE IN FLEX/
                                                                  RUBY



 ©Relationship Mapping, Inc. 2009     Proprietary & Confidential     RELATIONSHIP M A P P I N G™
Cross Industry Applications

                           ENTERPRISE
                                                                     CONSUMER




                                                                                  HOMELAND
GOVERNMENT                                                                        SECURITY &
                                                                                  MILITARY




                   HEALTHCARE                                       ENERGY




©Relationship Mapping, Inc. 2009        Proprietary & Confidential    RELATIONSHIP M A P P I N G™
CRM Implementation vs. Adoption Gap*

                                                                         72%
                                                                                    CRM                  $100B +
                                                                               Implementation         Installed Base


     CRM                                                                               Relationship         Improve
Implementation                                                                          Mapping            Adoption &
                       57%                                                             Opportunity        Increase ROI
      Vs.
   Adoption

                                                                                   CRM
                                                                                 Adoption




  Timeline


                         2005                                            2009
                         CSO                                             Sales
                       Insights                                      Performance
                        Survey                                       Optimization
                                                                        Study


 * Source: Destination CRM.com from the editors of CRM Magazine - http://www.destinationcrm.com/
      Articles/Columns-Departments/Reality-Check/Done28099t-Confuse-Implementation-with-
                                      Adoption-53684.aspx
Competitive Landscape

                                Relationship
 Visual/                         Mapping
Contextual
 Display




                 Mindjet                         Spinscape




                        Salesforce.com


              Seibel/Oracle                        Jive Software
Text/Data
 Display          CRM
                                               Cubetree




                 CRM                                      Social CRM
              Functionality                               Functionality
Opportunity


‣      While CRM implementation continues
       to rise, ROI suffers from low levels of
       adoption

‣




    ©Relationship Mapping, Inc. 2009                 RELATIONSHIP M A P P I N G™
Our Solution

‣ Our platform is a ground breaking
  visual CRM solution that improves
  adoption, aggregates social networking
  sources and enables collaboration
  among distinct groups
‣ User applications are limitless


‣




    ©Relationship Mapping, Inc. 2009                  RELATIONSHIP M A P P I N G™
Prudential Testimonial
   ‣        “I am very impressed with your concept and initial beta prototype for Relationship Mapping,
            Inc. I have spent the past few months working with Forrester Research studying how leading
            business-to-business companies understand how the key decision makers gather information
            before making an informed product or vendor decision. Some of the current best-in-class
            B2B companies I've met with include HP, IBM, and Goldman Sachs & Co. As the acting
            chief marketing officer for Prudential Financial, I am interested in helping our U.S.
            Businesses improve the effectiveness of their institutional marketing efforts through a new
            field called Advocacy Mapping. In Prudential's case I want to understand how to best reach
            the CEO, CFO, Treasurer and HR Leader of the Fortune 1000. Since this population
            represents only 4000 individuals, traditional media and advertising channels are highly
            inefficient and expensive. Building a advocacy map with your Relationship Mapping tool
            will allow me to understand who these leaders know, who they listen to for counsel and
            opinions and finally how to best reach them. Relationship Mapping overlaid on leading
            companies installed CRM platforms like Siebel and Salesforce will transform institutional and
            B2B marketing over the next decade. I look forward to discussing our next steps.”

James K Cornell
Acting Chief Marketing Officer of Prudential Financial, Inc.
SVP/CMO of Prudential Retirement, Inc.


   ‣

       ©Relationship Mapping, Inc. 2009                                       RELATIONSHIP M A P P I N G™
Expert Testimonial
            “Having coached sales teams with global 100 firms around the world for over a decade,
            I have watched numerous firms install, customize, struggle with and eventually
            abandon CRM systems. The promise of CRM is rarely realized, wasting tremendous time
            and resources. Relationship Mapping addresses two of the main reasons CRM doesn’t
            deliver. First, Relationship Mapping is intuitive and it allows you to quickly see critical
            information – who knows who, and who knows what. No complex spreadsheets to
            interpret. Second, in coaching hundreds of complex deals every year, I see first hand the
            critical need to develop and leverage relationships, both internally and with our
            prospective clients. Relationship Mapping focuses on this critical element and allows
            you to quickly see critical relationships and relevant knowledge so you can leverage the
            information to your advantage. That is the promise of CRM; Relationship Mapping helps
            you deliver on your promises.”
  Ian Edwards
  Sales Coach & Trainer
  Contributing Author - “Let’s Get Real or Let’s Not Play” by Mahan Khalsa



  ‣




©Relationship Mapping, Inc. 2009                                             RELATIONSHIP M A P P I N G™
Expert Testimonial


         "At IBM, I was exposed to quite a bit of new technology and software.  The
         Relationship Mapping software is really amazing and unlike anything I saw on
         the market.  I don't think words can convey what you have created.  You have
         to see a demo to understand how your dynamite software allows one to
         manage relationships in some very unique ways.  Your software is so cool,
         especially since I used Salesforce.com in my last job and it didn't get the job
         done."  
Shari Morwood, former VP of Market Research,
Heading up Primary and Secondary Research,
IBM




    ‣




©Relationship Mapping, Inc. 2009                                  RELATIONSHIP M A P P I N G™
Go To Market Strategy


  • Sell directly to business customers and
    offer Freemium trial model up to a
    certain storage and functionality level
  • Deploy software virally, through
    partnerships and licensing software
    agreements



©Relationship Mapping, Inc. 2009                     RELATIONSHIP M A P P I N G™
Enterprise Customer Pricing
                                RELATIONSHIP
MAPPING
PRICING
MODEL


               Features                   Basic
               Professional              Enterprise
                                    (for
individuals)        (for
more
features)      (for
en8re
company)


Contact
Management
Mapping                Yes                        Yes                      Yes

Social
Networking
&

Contact
Aggrega8on                        Yes                        Yes                      Yes

Contact
Info
Storage
&
Backup             Yes                        Yes                      Yes

Custom
RSS
News
Feeds                      No                        Yes                      Yes

Visual
Collabora8on                        No           ,            Yes                      Yes

File
Sharing                               No                        Yes                      Yes

Collabora8on
Exper8se
Search               No                        Yes                      Yes

Custom
Branding                            No                        No                       Yes

Storage                                  10MB                        2GB                      2GB

Price                                     Free              $50
per
user
per
month   $30
per
user
per
month

User
Volumes                               1                        <500                     >500
Consumer:
Visualizing Relationships -
 Across Cloud, Multiscreen and Social




              Proprietary & Confidential
So What’s Unique
 Visual Operating System
Market Trends We Address
• Consumers will increasingly look for
   solutions to manage their information
   overwhelm

• Relationships in data or between people
   aren’t always obvious

• Greater value extraction will be realized
   by making these relationships visibly
   meaningful


               Proprietary & Confidential
Market Trends We Address
 • Information deluge increasing at home
    and at work

   • Text-based data overwhelms
   • Desire to simplify our world and to
      reduce our fears that we are missing
      important information

   • Information more trusted from social
      circles


                  Proprietary & Confidential
Competitive Advantage
• Users own their data
• Transparency around brand marketing
   (if not paying for Premium version)

• User generated algorithms that get
   smarter and make better
   recommendations with more usage

• Aggregating and visually storing multiple
   sources of application data is unique (e.g.,
   across Facebook, LinkedIn, Search, etc.)
               Proprietary & Confidential
relationshipmapping.com
OUR TEAM
Our Team
            SHANNON MCGUIRE                                    CAROL STIMMEL
                (CEO & Founder)                                (Advisor - Director, Pike Research,
                                                               former senior startup positions at
                                                               Tendril, OneRiot)




GEORGE DERISO                                                                     DANIEL SMITH
(Advisor - COO -                                                                  (Advisor - European Business
           Toniic)                                                                Technology Leader, Pfizer Int’l)




                   SHAWN PRICE                                 EDWARD JACKSON
     (Advisor - Zuora PRESIDENT)                               (Advisor - Provade President)




                                   Proprietary & Confidential
MILESTONES AND
USE OF PROCEEDS
Six Month Plan - Key Milestones*

Capital



                                                                                          Release Beta Lite
Sales                                                                                         Version
                                                                                               12/12


                                                                Sign
Channel
                                                           Channel/Referral
Development
                                                              Partners
                                                             (on-going)


                            Core           Improve             Improve        Soft Beta       Release
Product                                                                                       Limited
                           Server          Website            UX Design        Launch
Development                                                                                 Beta Version
                         Development        Design              10/12           1/12
                            9/12            10/12                                              12/12


                             Continue                                                       Convert 2-3
Organization              Development w/                                                   Contractors to
                           Contractors                                                         FTE’s
                                                                                               12/12


Timeline                     Month 1                          Month 2-3                      Month 4-5        Month 6


          * Projected milestones are contingent upon funding in 2012

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Relationship mapping crowdfunding deck june 2012

  • 2. Empowering People Proprietary & Confidential
  • 3. A NEW VISUAL CRM & COLLABORATION PLATFORM Proprietary & Confidential
  • 4. Our Company Highlights SEASONED BOOT STRAPPED ENTREPRENEURS WITH (Concept defined in early 2009 START UP EXPERIENCE & invested $500+K thus far) DISRUPTIVE UI TECHNOLOGY ASSEMBLED TEAM DEVELOPED WORKING EXTENDABLE PLATFORM PROTOTYPE IN FLEX/ RUBY ©Relationship Mapping, Inc. 2009 Proprietary & Confidential RELATIONSHIP M A P P I N G™
  • 5. Cross Industry Applications ENTERPRISE CONSUMER HOMELAND GOVERNMENT SECURITY & MILITARY HEALTHCARE ENERGY ©Relationship Mapping, Inc. 2009 Proprietary & Confidential RELATIONSHIP M A P P I N G™
  • 6. CRM Implementation vs. Adoption Gap* 72% CRM $100B + Implementation Installed Base CRM Relationship Improve Implementation Mapping Adoption & 57% Opportunity Increase ROI Vs. Adoption CRM Adoption Timeline 2005 2009 CSO Sales Insights Performance Survey Optimization Study * Source: Destination CRM.com from the editors of CRM Magazine - http://www.destinationcrm.com/ Articles/Columns-Departments/Reality-Check/Done28099t-Confuse-Implementation-with- Adoption-53684.aspx
  • 7. Competitive Landscape Relationship Visual/ Mapping Contextual Display Mindjet Spinscape Salesforce.com Seibel/Oracle Jive Software Text/Data Display CRM Cubetree CRM Social CRM Functionality Functionality
  • 8. Opportunity ‣ While CRM implementation continues to rise, ROI suffers from low levels of adoption ‣ ©Relationship Mapping, Inc. 2009 RELATIONSHIP M A P P I N G™
  • 9. Our Solution ‣ Our platform is a ground breaking visual CRM solution that improves adoption, aggregates social networking sources and enables collaboration among distinct groups ‣ User applications are limitless ‣ ©Relationship Mapping, Inc. 2009 RELATIONSHIP M A P P I N G™
  • 10. Prudential Testimonial ‣ “I am very impressed with your concept and initial beta prototype for Relationship Mapping, Inc. I have spent the past few months working with Forrester Research studying how leading business-to-business companies understand how the key decision makers gather information before making an informed product or vendor decision. Some of the current best-in-class B2B companies I've met with include HP, IBM, and Goldman Sachs & Co. As the acting chief marketing officer for Prudential Financial, I am interested in helping our U.S. Businesses improve the effectiveness of their institutional marketing efforts through a new field called Advocacy Mapping. In Prudential's case I want to understand how to best reach the CEO, CFO, Treasurer and HR Leader of the Fortune 1000. Since this population represents only 4000 individuals, traditional media and advertising channels are highly inefficient and expensive. Building a advocacy map with your Relationship Mapping tool will allow me to understand who these leaders know, who they listen to for counsel and opinions and finally how to best reach them. Relationship Mapping overlaid on leading companies installed CRM platforms like Siebel and Salesforce will transform institutional and B2B marketing over the next decade. I look forward to discussing our next steps.” James K Cornell Acting Chief Marketing Officer of Prudential Financial, Inc. SVP/CMO of Prudential Retirement, Inc. ‣ ©Relationship Mapping, Inc. 2009 RELATIONSHIP M A P P I N G™
  • 11. Expert Testimonial “Having coached sales teams with global 100 firms around the world for over a decade, I have watched numerous firms install, customize, struggle with and eventually abandon CRM systems. The promise of CRM is rarely realized, wasting tremendous time and resources. Relationship Mapping addresses two of the main reasons CRM doesn’t deliver. First, Relationship Mapping is intuitive and it allows you to quickly see critical information – who knows who, and who knows what. No complex spreadsheets to interpret. Second, in coaching hundreds of complex deals every year, I see first hand the critical need to develop and leverage relationships, both internally and with our prospective clients. Relationship Mapping focuses on this critical element and allows you to quickly see critical relationships and relevant knowledge so you can leverage the information to your advantage. That is the promise of CRM; Relationship Mapping helps you deliver on your promises.” Ian Edwards Sales Coach & Trainer Contributing Author - “Let’s Get Real or Let’s Not Play” by Mahan Khalsa ‣ ©Relationship Mapping, Inc. 2009 RELATIONSHIP M A P P I N G™
  • 12. Expert Testimonial "At IBM, I was exposed to quite a bit of new technology and software.  The Relationship Mapping software is really amazing and unlike anything I saw on the market.  I don't think words can convey what you have created.  You have to see a demo to understand how your dynamite software allows one to manage relationships in some very unique ways.  Your software is so cool, especially since I used Salesforce.com in my last job and it didn't get the job done."   Shari Morwood, former VP of Market Research, Heading up Primary and Secondary Research, IBM ‣ ©Relationship Mapping, Inc. 2009 RELATIONSHIP M A P P I N G™
  • 13. Go To Market Strategy • Sell directly to business customers and offer Freemium trial model up to a certain storage and functionality level • Deploy software virally, through partnerships and licensing software agreements ©Relationship Mapping, Inc. 2009 RELATIONSHIP M A P P I N G™
  • 14. Enterprise Customer Pricing RELATIONSHIP
MAPPING
PRICING
MODEL Features Basic
 Professional Enterprise (for
individuals) (for
more
features) (for
en8re
company) Contact
Management
Mapping Yes Yes Yes Social
Networking
& Contact
Aggrega8on Yes Yes Yes Contact
Info
Storage
&
Backup Yes Yes Yes Custom
RSS
News
Feeds No Yes Yes Visual
Collabora8on No , Yes Yes File
Sharing No Yes Yes Collabora8on
Exper8se
Search No Yes Yes Custom
Branding No No Yes Storage 10MB 2GB 2GB Price Free $50
per
user
per
month $30
per
user
per
month User
Volumes 1 <500 >500
  • 15. Consumer: Visualizing Relationships - Across Cloud, Multiscreen and Social Proprietary & Confidential
  • 16. So What’s Unique Visual Operating System
  • 17. Market Trends We Address • Consumers will increasingly look for solutions to manage their information overwhelm • Relationships in data or between people aren’t always obvious • Greater value extraction will be realized by making these relationships visibly meaningful Proprietary & Confidential
  • 18. Market Trends We Address • Information deluge increasing at home and at work • Text-based data overwhelms • Desire to simplify our world and to reduce our fears that we are missing important information • Information more trusted from social circles Proprietary & Confidential
  • 19. Competitive Advantage • Users own their data • Transparency around brand marketing (if not paying for Premium version) • User generated algorithms that get smarter and make better recommendations with more usage • Aggregating and visually storing multiple sources of application data is unique (e.g., across Facebook, LinkedIn, Search, etc.) Proprietary & Confidential
  • 22. Our Team SHANNON MCGUIRE CAROL STIMMEL (CEO & Founder) (Advisor - Director, Pike Research, former senior startup positions at Tendril, OneRiot) GEORGE DERISO DANIEL SMITH (Advisor - COO - (Advisor - European Business Toniic) Technology Leader, Pfizer Int’l) SHAWN PRICE EDWARD JACKSON (Advisor - Zuora PRESIDENT) (Advisor - Provade President) Proprietary & Confidential
  • 24. Six Month Plan - Key Milestones* Capital Release Beta Lite Sales Version 12/12 Sign Channel Channel/Referral Development Partners (on-going) Core Improve Improve Soft Beta Release Product Limited Server Website UX Design Launch Development Beta Version Development Design 10/12 1/12 9/12 10/12 12/12 Continue Convert 2-3 Organization Development w/ Contractors to Contractors FTE’s 12/12 Timeline Month 1 Month 2-3 Month 4-5 Month 6 * Projected milestones are contingent upon funding in 2012

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