TBLI CONFERENCE @BOOTH/KELLOGG 2015: Social Enterprise Facilitation, by Ian Gardner, CEO CAGIX
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Transcript of TBLI CONFERENCE @BOOTH/KELLOGG 2015: Social Enterprise Facilitation, by Ian Gardner, CEO CAGIX
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PREMIER CLEANTECH INNOVATION PLATFORM
FOR INCUBATOR OPERATIONS & FUNDING
OVERVIEWJanuary 2015
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The early stage funding segment is broken globally.
Deals are perceived as risky
Due diligence and transaction costs are high
Restricted security liquidity is limited
Investor ecosystem is fragmented and opaque. Fundraising is expensive, difficult,
distracting.
Incubators are difficult to scale, rarely collaborate and have little adherence to best
practices.
Institutional VC is the wrong model.
Corporates want a systematic, organized way to manage innovation.
THE PROBLEM
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Some challenges are structural
CAGIX solves key problems related to addressing the climate change challenge.
Investment liquidity Early stage risk Transaction costs Marketing costs
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WHAT WE DO
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Risk management system (incubation)
Transaction cost shifting (due diligence)
Deal marketing (JOBS Act)
Secondary market liquidity
Intelligent deal discovery engine
KEY INNOVATIONS
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CAGIX Incubator Innovation
Platform
OperationsOperations Management
Best Practices/Processes
Content Management
MarketingSales & Marketing
Investor Education
Branded Due Diligence
Distribution
SaaS ArchitectureIntegration
Analytics
Graph
Services
Community
De-Risking
INTEGRATED PL ATFORM OVERVIEW
Sourcing
CAGIX Private Funding
Online platform with relationship with
Broker-Dealer (SRA)
Investor networks
Settlement & compliance
Deal Marketing Close
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CAGIX PARTNERS
Standardized, successful incubation and
investment preparation training and workflow.
30 portfolio companies -
~$50M+ investment raised
Global Innovation International Network
Global best practices suite of services
Over $100M advised and placed in early
stage companies
34 year history
Security Research Associates Sustainability/
Impact focused investment bank
Developed by Prosper.com lead developer
Highly flexible, SEC/FINRA compliant
History of successful company
founding and exits
Investments in 21portfolio companies
since its inception in 2003
10 year old cleantech PE firm
$1.3B under management
Same code as Common Assets solar financing
platform sold to SolarCity
Representation in NY, LA, SF
Entrepreneurial, SEC/FINRA compliant
Merchant Fund formation, specialty
financial products Relationships with
institutional, VC, PE, high net worth
Family office and strategic investors globally
INCUBATOR OPERATIONS
MANAGEMENT PLATFORM
FUNDING PLATFORM
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15
LACI PROCESS: IT WORKS
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LACI ranked #6 globally Out of 800 incubators from 67 countries
http://ubiindex.com/rankings/
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CAGIX Roadmap: Phase I
Incubation / Investment Prep
Investors
Early stage
deals
Apply
PublicAccess:
Review
Internal
iBanking Bootcamp
Internal
Profile
Public
Funding
Platform
Accredited
Investors Only
Relationship Driven
Deals
Fundamentals Driven
Seed Series
High Net Worth
Angel Syndicate
VC / PE
Family Office
Series A
Family Office
Series B
Series C Series D
Public Fund /
Sidecar
Foundation
Strategic
VC / PE
Family Office
DD Room
Internal
Direct Listing
(non-incubated)
VC/PE Secondary
Market Liquidity
ROADMAP
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THANK YOU