EQUITY CROWDFUNDING ADVISORY FOR THE WORLD [email protected] .

EQUITY CROWDFUNDING ADVISORY FOR

THE WORLD

[email protected]

www.valuemyventure.com

https://nz.linkedin.com/pub/nathan-rose/ba/46a/84a

OPPORTUNITY

To grow a global network of fund-raising advisors for crowdfunding• Equity crowdfunding is growing

exponentially• Traditional corporate advisory

teams are not well-suited to serve

• A small window of opportunity exists to capture this market

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MANAGEMENT

Nathan Rose• Investment banker with

experience in early-stage IPOs• New Zealander, now based in

Europe• Writes articles on valuation-

related topics for SMEs• Founder of Value My Venture

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Transaction Experience

PRODUCT

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Financial models and pitch decks• A full service – not just

templates• We conduct questionnaires

with the SME owners / management and put together the product for them

• Opportunity for ongoing work (recurring revenue upsell)

MARKET SIZE

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Growing, attractive market• Equity CF: US$2.7 bn in 2012• Expected to grow to US$93

bn by 2025• Represents a CAGR of 31%• Advisory fees could be

reasonably 2-3% of funds raised

World Bank Estimates

BUSINESS MODEL

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Lean business model• Initial financial model put

together for a fixed fee (~$1,500 – 3,000)

• Ongoing work on a per-month basis to maintain the model

• No offices, very low overheads• Discussions take place by

Skype

COMPETITION

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Price

Level of ServiceInvestment

Banks

Accounting Firms

“Do It Yourself”

Incubators / Accelerators

GO-T0-MARKET STRATEGY

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Focused on direct sales generation• LinkedIn articles generates

leads• Attending accelerators and

co-working spaces in-person throughout Europe

• Referrals

TRACTION

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Endorsed by 3 of the 4 major equity

crowdfunding platforms in NZ

Achieved initial revenues

Well-received posts on LinkedIn by influential New

Zealand business people

MONEY TO RAISE

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$250,000 for next 18 months• Salaries for initial staff• Sales efforts centered

around travel expenses and conference attending

• Marketing efforts to raise awareness among entrepreneur community

EQUITY CROWDFUNDING ADVISORY FOR THE WORLD [email protected] .

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