VIRTUAL IN PERSON SEPTEMBER 30, 2020 - 9:00am - 5:30pm MT EVNTS slopes center, draper utah - Venture Capital
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SEPTEMBER 30, 2020 9:00am - 5:30pm MT EVNTS slopes center, draper utah VIRTUAL INPERSON R C A P I TA L . FO S E TI OPP ORTUNI WO WeROC MEN EN G TR N PR ZI E EN LI EURS REA
TABLE OF CONTENTS 2 WeROC AGENDA 3 SPONSORS 4 LETTER FROM TRENT, CEO AND PRESIDENT OF VCO 5 LETTER FROM KATHY, WeROC CHAIR 6 WeROC COMMITTEE 7 WeROC SPEAKERS 15 VENTURECAPITAL.ORG BOARD 16 WeROC MENTORS 23 ONE PAGE FACT SHEETS 29 VENTURECAPITAL.ORG DISCLAIMER 31 MAP OF VENUE SEPTEMBER 30, 2020 9:00am - 5:30pm MT EVNTS slopes center, draper utah L. R C A P I TA FO ES I IT OPPORTUN WO WeROC MEN EN G TR IN PR LIZ E EN EURS REA
R C A P I TA L . FO WeROC Agenda 2020: ES TI OPP ORTUNI WO WeROC MEN EN 8:00 am – 9:00 am: Registration and Networking G TR N PR I LIZ E EN EURS REA 9:00 am – 9:15 am: Welcome by Salt Lake City Mayor Erin Mendenhall 9:15 am – 9:45 am: Breakfast & Keynote: Judy Robinett, bgmkh]n\mbhg[rD'>ebsZ[^ma >ee^ H;kb^g%>lj'!NmZa;nlbg^ll:mmhkg^rl" 9:45 am – 10:45 am: How to get Funded Panel Moderator: DbffrIZen\a!;^mZ;hhfO^gmnk^l" Panel:Kb\aZk]AZld^ee!P^lmfbglm^k
THANK YOU SPONSORS MEZZANINE SPONSORS EVENT SPONSOR JUDY ROBINETT “CRAC K THE FUNDING CODE” BOOK GIVEAWAY SPONSOR: SERIES SPONSORS BEVERAGE SPONSOR L ANYARD AND MASK SPONSOR SEED SPONSORS ANGEL SPONSOR 3
LETTER FROM TRENT C HRISTENSEN :lDbg`:kmankZg]abldgb`amllZmZmma^khng]mZ[e^%ma^Aher@kZbeZii^Zk^][^_hk^ma^f% \ho^k^]bgZ`k^Zm%kZ]bZgm\ehma'Pa^gbmln]]^ger]blZii^Zk^]%:kmanklg^ia^p%@ZpZbg% ikhihl^lZjn^lmmh_bg]ma^Aher@kZbe'BpZlk^\^gmerk^fbg]^][rZ_kb^g]%Zo^krln\\^ll_ne phfZg^gmk^ik^g^nk%paZmma^m^qmh_ma^frmama^glZb]'Bmk^Z]l%Ma^rmahn`ambmphne][^Z ]bl`kZ\^mh`h_hkmabgZ`khni'>Z\a^gm^k^]ma^?hk^lm:]o^gmnkhnlZmma^ihbgma^abfl^e_ aZ]\ahl^g%pa^k^bmpZl]Zkd^lmZg]ma^k^pZlghpZrhkiZma' :lChl^iagm^kma^_hk^lm Zmma^]Zkd^lmihbgm%pa^k^ma^k^blghiZma%Zg]\nmrhnkiZmamhpZk]lrhnk`hZe' G^o^kaZo^Bl^^gmabl[^mm^k^q^fieb_b^]maZgbgma^phf^g^gmk^ik^g^nkl%f^gmhkl%Zg];hZk] F^f[^klh_O^gmnk^
LETTER FROM KATHY RICCI On behalf of venturecapital.org ag]hnkhk`Zgbsbg`\hffbmm^^%Bf]^eb`am^]mhp^e\hf^rhnmh the 4th Annual “Women Realizing Opportunities for Capital” (WeRoc) Conference. We are a^k^mhZiieZn]Zg]\^e^[kZm^hnkbg\k^]b[e^_^fZe^[nlbg^llhpg^kl\k^ZmbobmrZg]bgghoZmbhg% \hnkZ`^Zg]m^gZ\bmrZg]ikhob]^ma^mhhel%g^mphkdlZg]bg_hkfZmbhgmhlniihkmma^fhgma^bk chnkg^rmhia^ghf^gZe^gmk^ik^g^nkbZeln\\^ll' Pabe^-)h_Zee[nlbg^ll^lbgma^\hngmkrZk^phf^ghpg^]%bmfZrghmlnkikbl^rhnmh dghpmaZm%Z\\hk]bg`mhZL;:lihglhk^]lmn]rbg+)))makhn`a+)*)%O
WeROC® WeROC Chair: JAN NOLTE KATHY RICCI The Influential Voice Goldman Sachs 10K Small Businesses at SLCC KIMMY PALUCH Beta Boom Ventures WeROC Committee Members: JOLENE ANDERSON TARA ROSANDER Vector Point Ventures Xceed Consulting APRIL BENNETT LISA SHEERAN Utah Industry and Innovation Center Hen House Ventures PETER CALLISTER TARA SPALDING VentureCapital.Org Hen House Ventures TRENT CHRISTENSEN ANN MARIE WALLACE VentureCapital.Org Women's Business Center of Utah FRANCI EISENBERG JEFFREY WANG Professional Recruiters Clearlink YRENE LUQUE JOHN WILLIAMSON Zions Bank Bonocore Technologies TONI MARTINEZ MONIKA ZAIRI NOW CFO VentureCapital.Org MARCIA NELSON JANELL BALDWIN Triple C Advisory Graphic Designer 6
WEROC SPONSORS Andy has deep roots in the software space and regularly speaks at Startup, Investor, and Technology events across North America. He manages the Lighthouse Investments portfolio with positions in over 80 companies. He has founded or co-founded several INC 500 technology businesses himself. Currently on the executive committee of the Salt Lake City Angels, Andy is also a Limited Partner in BoomStartup and a mentor bgO^gmnk^
Jeramy Lund is the Managing Director of Impact Investing at the Sorenson Impact Center at the University of Utah. At the Center, he oversees a staff doing advisory due diligence for various clients which has resulted in over $30mm of direct impact investments and is the Managing Director for University Venture Funds I&II. Jeramy holds a BS in Accounting from the University of Utah and an MBA from Harvard Business School. JERAMY LUND SORENSON CAPITAL Judy Robinett is the author of “Crack the Funding Code: How Investors Think and What They Need to Hear to Fund Your Startup" and “How to Be a Power Connector: The 5-50-150 Rule,” #1 of The Top Ten Business Books of 2014 by Inc.com She has been on the advisory boards of Illuminate Ventures, an early-stage venture capital firm based in Menlo Park, California; Pereg Ventures, a venture capital firm based in New York; and Springboard Enterprises based in Washington, DC. She was a managing director of Golden Seeds Angel Network; the CEO of publicly JUDY ROBINETT traded Medical Discoveries; and she served on the faculty of Goldman CRACK THE LZ\all*)%)))LfZee;nlbg^ll^likh`kZf' FUNDING CODE 8
Experienced technology leader, board member, STEM advocate, strategist, and speaker. Cydni has built a career centered around scaling innovation, driving digital transformation, and creating a customer experience. As CEO of ForgeDX, she is a thought-leader on technology storytelling and works with the Fortune 100 who use the platform for customer experience and transformation from 5G to IoT to Customer Experience. She also runs the Women Tech Council. CYNDI TETRO SSP & WOMEN TECH COUNSEL Erika is passionate about emerging technology and investing in product-focused entrepreneurs. While responsible for deal evaluation, execution, and portfolio oversight at Sorenson Capital, she has experience at a private-equity backed company where she managed a $300M portfolio and led strategic growth initiatives in advance of the acquisition of the company. Erika holds a JD/MBA from Brigham Young University and a B.S. in business management. ERIKA NASH SORENSON CAPITAL As mayor, Erin is working hard to make Salt Lake City more environmentally and economically resilient, and to take advantage of ma^k^`bhglablmhkb\i^kbh]h_^\hghfb\hiihkmngbmr'La^bl]^m^kfbg^] to ensure every Salt Laker — no matter their neighborhood, economic or housing status, faith, race, or sexual or gender identity — can access all the city has to offer. During her six years representing District 5 on the City Council, she worked for equitable progress across the city, driving road repairs and infrastructure maintenance, expanding access to transit and affordable housing, and making the city more equitable for women and ERIN MENDENHALL `bkel'La^^Zkg^]Z[Z\a^ehkl]^`k^^bg`^g]^klmn]b^lZg]ZfZlm^kl SALT LAKE CITY degree in science and technology, both from the University of Utah. 9
Kacie and her husband, Sam Malouf, founded Malouf™ 17 years ago as young entrepreneurs. Today, Malouf™ is a seven-time nationally ranked best place to work, and Certified B Corporation™ with more than 500 employees. In 2016, Kacie and Sam formalized the Malouf Foundation, the charitable arm of the company dedicated to ending child sexual exploitation. Kacie was recently named one of the 2020 30 Women to Watch by Utah Business Magazine. KACIE MALOUF MALOUF FOUNDATION Kassidi Henrie and her husband were founders of DevMountain, one of the largest and most successful coding bootcamps in the US, from day one through their acquisition by Capella University in 2016. She is now the Director of Finance and Operations at Prenda, a K-8 education company. ;^lb]^la^keho^_hkgnf[^kl%la^blZelhma^\h&_hng]^kh_Zphf^gl entrepreneurship organization called Braid. She is passionate about mentoring women entrepreneurs and helping women become economically independent. KASSIDI HENRIE PRENDA Kathy has a passion for small business, entrepreneurs, and community/ economic development and has worked for over 30 years to help educate, fund, grow, and advocate for women-owned businesses. She was the CEO of the Utah Microenterprise Loan Fund, Assoc. State Director of the Utah SBDC and now helps businesses identify opportunities to grow through the Goldman Sachs 10K Small Business Program. Kathy holds B.S. degrees in Finance and Management and an MBA from the University of Utah. KATHY RICCI GOLDMAN SACHS 10K SMALL BUSINESSES AT SLCC 10
Katie has built Assure into one of the fastest-growing companies in :f^kb\Zpbmaho^k**Fbgk^o^gn^%+'.;:NF%Zg]ho^k1)?M>l' She also co-founded both a technology company and a law firm. Before becoming a serial entrepreneur, Katie worked for Sara Lee, where she managed the entire process of taking products from production to retail shelves. She holds a B.S. from Brigham Young University. KATIE NEILSEN ASSURE Kimmy is founder and Managing Partner of Beta Boom, a pre-seed firm investing in founders in rising tech hubs with an emphasis on those that have been overlooked due to gender, race and background. She is strong advocate for impact investing, women, and diversity and inclusion efforts in the tech space. Prior to Beta Boom, Kimmy founded a Silicon Valley innovation firm which she ran for over a decade. She also developed and led the whitespace gaming division for LeapFrog Inc. and served as Director of Digital Marketing for a 3D printing toy startup with locations across the MidWest. Kimmy has a B.A. in Computer Science from KIMMY PALUCH Dartmouth College and MBA from MIT Sloan School of Management. BETA-BOOM VENTURES Ksenia Yudina is a Founder and CEO of UNest, the first mobile app that makes it easier than ever before to create a manage tax-free college savings account. Ksenia is an entrepreneur and financial expert with over ten years of experience in the financial industry. As Founder and CEO of UNest she has spearheaded the development of the breakthrough fintech solution and raised funding from leading venture capital funds including Northwestern Mutual, Anthos Capital, The Artemis Fund, Group 11, Draper Dragon, Unlock Ventures, and Vested Ventures. Ksenia was a 2019 Finalist in Quesnays Female Founders in Fintech competition. She has KSENIA YUDINA also been featured in The Wall Street Journal, New York Times, Forbes, UNEST Business Insider, American Banker, Inc. Magazine, USA Today, and US News & World Report. 11
Leslie is passionate about working with early-stage founders having invested in over 45 early-stage companies, 11 venture funds, and founded The Artemis Fund, a venture fund focused on high growth, tech-enabled, Seed/Series A stage companies founded and led by women. She works with high growth fintech companies and serves on boards such Houston Angel Network, NACD Utah, among others. Leslie holds a B.A. from Yale, an M.A. from the University of New South Wales, and a J.D. from Fordham University School of Law. LESLIE GOLDMAN ARTEMIS FUND Linda is the Founder/CEO of Airin, an artificial intelligence deep technology company that clones the cognitive reasoning of enterprise experts. Early Adopters include Microsoft, Google, Motorola, Teradata, and Accenture. Linda holds 12 enterprise technology patents including two _hkbgghoZmbhglbgZkmb_b\bZebgm^eeb`^g\^m^\agheh`r'La^ahe]lZ;Z\a^ehkl degree in Formal Logic at the University of California at Santa Cruz and a FZlm^kl]^`k^^bg:iieb^]>\hghfb\lZmLZg?kZg\bl\hLmZm^Ngbo^klbmr' LINDA KLUG AIRIN Mary brings nearly three decades of management experience to the \^gm^kNmZaBg]nlmkrZg]BgghoZmbhg
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Silvia is the Executive Director for the Suazo Business Center. The Suazo Business Center is a 501c3 Utah nonprofit dedicated to the economic empowerment of the minority community. In their last fiscal year they served over 2600 clients. Silvia has over 20 years of experience working with enterprises and organizations of all sizes, including government under Governor Huntsman and Mayor Biskupski. She holds an MBA with an emphasis in International Business from the University of Utah and a BA degree in International Business from Westminster College. SILVIA CASTRO SUAZO BUSINESS CENTER As the founder and president of Hen House Ventures Tara is motivated to help companies who intend to better the world through technological innovations. Beginning her high-tech career in Silicon Valley when she taught herself to code software, she became the first employee, and eventually VP of Marketing at industry leader, SugarCRM. Her experience also includes roles as CMO at GroundWork Open Source and co-founder and CPO at BenchPick. TARA SPALDING HEN HOUSE VENTURES Taylor has been vetting and de-risking new ideas and companies all of his career. Over the last 20 years, Taylor has spent time in investment management, investment banking, University Technology Transfer, and founding and launching companies. Working with, and investing in the people who create and then bring new ideas to the market is one of MZrehkliZllbhgl' TAYLOR BENCH SUMITT STUDIOS 14
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Moda B Team Mentors: Gary Bowen Tom Lund Amy Bowman Retired Team Leader Presenter Tanner LLC Moda B Kirsten Holmberg Platform Idaho LLC Cavet Nelson Linda Cabrales Investor Liaison Team Leader Jeff Nelson VCO - Venture Funding Program Utah SBIR Center AppliedApps Paul Judge Zachary Bair John McKnight Idaho Capital Ventures Investor Liaison Park City Angels VCO - Venture Funding Program Kirsten Holmberg Mike Russell Platform Idaho LLC Jason Wheeler Alpine Medical Technologies Squire Greg Keller Rick Brown G Keller Group JP Tarbutton Veterans Business Resource Center Holland & Hart LLP Sam Bernards Reviate Silverdraft Mentor Team: Gary Bowen Amy Gile Retired Matt McKinlay Presenter Advanced CFO Solutions Silverdraft Supercomputing Greg Keller G Keller Group Norris Krueger Uvva Labs Mentor Team: Team Leader Andrea Sommer Sam Bernards Academy of Management Presenter Reviate Uvva Labs River Curtis Bryce Hansen Investor Liaison Tom Lund Small Business Development Center VCO - Venture Funding Program Team Leader Tanner LLC Dan Berger Social Tables Ryan Flynn Otso Mentor Team: Investor Liaison Marissa Limsiaco Kirsten Holmberg VCO - Venture Funding Program Presenter Platform Idaho LLC Otso JP Tarbutton Chandler Scott Holland & Hart LLP Tom Lund Summit Partners Team Leader Andy Jorgensen Tanner LLC Chris Badger Lighthouse Investments NOWCFO Jacob Halaj April Young Bennett Investor Liaison 1 Rick Brown Utah SBIR Center VCO - Venture Funding Program Veterans Business Resource Center Rick Brown Peter Lillehaug Michael Oswald Veterans Business Resource Center Investor Liaison 2 VCO - Venture Funding Program Bryce Hansen Ultimate Beauty Supply Small Business Development Center Ryan Whitlock Mentor Team: Title Holdings Priscilla Alden Dan Berger Presenter Social Tables Ultimate Beauty Health 16
The Utah Industry and Innovation Center proudly supports Utah’s Women-Owned Businesses through: • Creating sustainable advantages by aligning business interests • Bringing together key stakeholders to spur economic growth SBIR Services • $43 million awarded to Utah small businesses for research and development • A success rate nearly double the national average • All levels of proposal support to receive non-dilutive funding through federal Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs Industry and Innovation Center innovationutah@utah.gov | business.utah.gov 17
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TANNER SUPPORTS THE DRIVE OF WOMEN ENTREPRENEURS EVERYWHERE 19
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Company Profile: URL: moda-b.com Industry: Email: amy@moda-b.com Fashion/Apparel One-Line Summary: Fashion-forward activewear for social dancers Employees: 1 Business Summary: Founded in February 2020, Moda B is a design company that develops innovative clothing and accessories for social dancers. Contact: Management: As a lifelong dancer, Amy knows and understands the dancing world and is Amy Bowman focused on developing innovative clothing and building brand awareness. She also has a amy@moda- b.com background in venture capital, growth equity, and marketing. 801-413-3733 Customer Problem: Social dancers want to look and feel amazing when they go out dancing, but they struggle to find clothes that are both functional for dancers and look Financial great when going out on the town. Information: Product/Services: Moda B is in the process of creating its first clothing line for both men Previous and women. The clothes will be stylish and trendy but also have the breathability and Capital: $2,500 movability dancers are looking for. In the future, Moda B plans to offer dance shoes, Founders accessories, and clothing for many styles of dance. Investment: Target Market: Moda B serves all dancers who want the feeling of freedom and $4,000 breathability that athletic attire brings, but also desire fashionable clothes that leave Monthly Burn them feeling confident and comfortable on and off the dance floor. Rate: $120 Customers: Latin social dancers are Moda B’s first customers, and they are very Pre-Money Valuation: N/A passionate about dance. It isn't just a hobby, it's their way of life. It is engrained in both dance culture and Latin cultures that appearance is extremely important, and everyone Management: goes all out to look and dance their best. There are 55+ Latin dance festivals in the U.S. Amy Bowman, and an estimated 180,000+ dancers in attendance each year. CEO Sales/Marketing Strategy: Moda B is an online store, and to create brand awareness and trust they will go where the dancers are: festivals and congresses. Their go-to-market Advisors: strategy is to be a vendor at these events. This will enable them to receive feedback as Tara Spalding they design their first line and make adjustments to achieve product-market fit. Amy Caldwell Business Model: Moda B is a design company with an e-commerce sales platform and Paul Bowman outsourced manufacturing. Sales will be direct to consumer via the online store and some Mark Seastrand in-person sales at dance festivals. Other sales/marketing channels include utilizing dance Vance Gough instructors and performers as influencers and offering retail options at dance studios. Competitors: Moda B exists to fill a white space in the clothing & apparel industry. Investors: N/A Indirect competitors include companies such as Ministry of Supply, Mizzen & Main, and & Collar who target and offer moveable clothes to business professionals, not dancers. Referred By: Many of them do not have clothing for women. The biggest competition is companies Tara Spalding that make athletic clothes for dancers. While dancers don’t typically wear these clothes out to a dance club, the companies are still in the apparel industry and targeting dancers. Financials* 2019 2020 2021 2022 (actual) Rev N/A $18,500.00 $256,700.00 $770,100.00 [Amy Bowman] [Taylorsville, UT Expenditure N/A $19,861.03 $161,165.71 $483,497.12 84129] Net N/A -$1,361.03 $95,534.29 $286,602.88 [www.moda- *In Thousands (000) in USD b.com] [801-413-3733] 24
Otso eliminates cash deposits and personal guarantees from commercial real estate leases. We Solve Big Problems: Security deposits are costly and inefficient for everyone. Founders and Board Members: Tenants lock essential capital and lose opportunity costs, additional resources, and time. Marissa Limsiaco, Founder/President Landlords struggle with inadequate coverage for risk of default and assessing tenant financial risk. • Co-Founder of two previous startups • Combat Veteran For Commercial Landlords and Tenants: • West Point, MBA Texas Christian #1 Landlord and owners who own lease their commercial assets University, MPAff University of Texas #2 Tenants who want to lease a commercial space and have better uses for their cash than a deposit. Josh Feinberg, Founder/CEO • Over decade experience and involved Our Vision: in 31 owner partnerships Otso provides an option for landlords to replace cash deposits in their commercial leases so businesses can put essential • Over $1Billion in transactions capital to work. Our greater vision, however, is to leverage our exclusive lease data to make leasing easy and become the source of truth for the commercial real estate industry, which currently does not exist. • Leasing, Sales, Development Frank Rogers, Founder/CTO We Will Win – Competitive Advantages: • Experienced founder with multiple Our solution covers the majority of the market and provides a better process for all stakeholders in a commercial lease exits transaction. Our financial reports streamline assessments leading to faster and more informed lease decisions. Our • 20 years of technology and business guarantees enhance coverages against default for owners while providing significant liquidity to occupiers. We have a architecture and managed $30M+ proprietary algorithm that can make rapid decisions like a lender using cash and cash management principles. By using software development our unique underwriting process to make multi-year guarantees with credit enhancement we are a far faster, and more • California State University adoptable solution than our competitors who rely on traditional assessments and bonds. We are first movers to market Jim Young, CCIM, Board Member and can scale quickly because our product is offered nationally and is fully built. • Development, construction of sale of 100+ commercial projects The Time Is Right: • Over $600M in transactions With the current COVID crisis, it has become more essential for businesses to keep cash on hand and landlords need to attract tenants to fill vacancies. Although residential real estate has fully adopted similar offerings, those in commercial • West Point real estate have failed to penetrate the market at scale (less than 1% of the total addressable market). Point of Contact: marissa@otso.io, 512.456.8536 We Have Traction: Over 250,000 sq. ft of buildings have Otso coverage and we have approved over $80,000 of applications to date with Financials: $10,000 in guarantees written. • Funding Stage: Pre-Seed A Giant Market Opportunity: • Founders Investment: $150,000 Over 4M leases are signed annually with roughly of a trillion dollars being currently held in inefficient deposits, • Current Monthly Burn: $15,000 mostly in cash. Furthermore, over $15 trillion in currently existing commercial real estate assets exist in the United States • Capital Raised: $375,000 with over $250B locked in deposits, personal guarantees or other forms of collateral. Commercial real estate is also the • Capital Seeking: $250,000 third largest asset group in the entire world. We focus on class B industrial and office (flex) assets with tenants sub • Terms: Convertible Note $4M 10,000 S.F. in size. Cap/20% Discount We Make Money: Advisors: Landlords pay us a monthly fee (approx. $80-100 for every $10,000 guarantee) depending on tenant creditworthiness • Travis Oliphant, Founder of determined by our proprietary algorithm. Landlord passes the fee through rent. We also plan to monetize critical, Anaconda exclusive economic data in the leases we underwrite for $20/comp. The Competition – Ready for Disruption: Investors: • Jim Young • The Status Quo: Cash and LOC’s (Traditional collateral) • Josh Feinberg • Rhino – Only office and deposit minimum of $25K • Sputnik ATX • Securiti (The Guarantors)– Only office (mostly Class A) and deposit minimum of $100K • Quake Capital We Are Committed: • Geekdom Fund We are deeply passionate about helping businesses succeed and landlords retain tenants. We are obsessed and fully Referred By: dedicated to accelerating the lease process through technology and innovation. Every building needs tenants to be • Peter Callister, successful. pcallister@venturecapital.org We Are Making Moves: Our short-term goal is to execute at least 5 guarantees by EOY 2020. At the end of 15 months, we will write 100 guarantees and cover 4M square feet of property. Financials* 2020 (pilot) 2021 2022 2023 Guarantees 5 101 489 1,285 Premium Revenue $1,000 $162,382 $1.16M $5.87M Data Revenue $0 $50,500 $389,000 $1.19M Annual Revenue $1,000 $212,882 $1.54M $7.06M 25
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Email: priscilla.alden@ultimatebeautyhealth.com Company Profile: One Line Summary: We are nutritional nutricosmetic supplements that provide www.ultimatebeautyhealth.com beauty and healthy aging support from the inside-out. Industry: Health & Beauty Business Summary: Our company’s mission provides an inside out approach to Point of Contact: beauty health and wellness through Rejuvenation – the process of helping Name Priscilla Alden B. someone look or feel better, younger, or more vital. Our brand specializes in the priscilla.alden@ultimatebeautyhealth.com functions of the nitric oxide pathway to deliver safe and effective natural dietary Phone 949 939 8254 supplements, with incremental benefits for a society lacking in adequate nutrition. Our products are NOT chemical, toxic, or pharmaceutical. We ARE natural, NON- Financial Information: GMO, gluten free and vegan. Each formula is targeted for a specific result to Previous Capital: -0- promote beauty and health from within. We are positioned in the U.S. $18 billion- Founders Investment: TBD dollar beauty prestige market which encompasses a new category called Estimated Monthly burn “nutricosmetics”* which is also a sub-category of nutraceuticals.* Rate:$15,000.00 Pre Money valuation: $800,000 Management: Investors: Self-Funded by Founder Founder/Managing Director/Acting CEO: Priscilla Alden Broward CMO’s: Priscilla Broward & Support from George Byrant, Digital Marketing Referred By: Consultant John Williamson COO: Jay Carter. GIOSTAR Stem Cell, Co-Founder Sage Five. Bonocore Technologies jwilliamson@bonocore.com Customer Problem: According to the Mayo Clinic, less than 3% of Americans live a (208) 426-3020 healthy lifestyle with a good nutritional diet. Today’s food is less nutritional than that consumed fifty years ago. This is a result of accelerated population growth Jolene Anderson causing plant and animal agricultural methodologies to increase food production Vector Point Ventures with less nutrients. Jolenanderson777@gmail.com (206) 300-9136 Product/Services: Nutricosmetic Supplements: Nitric Oxide Rejuvenation and Recovery PRO : Nitric Oxide Pathway – NEW October 1st, 2020. (refer to Emerson Introduction Card) www.ultimatebeautyhealth.com Target Market: Is the “ingestible” “nutraceutical”, and “nutricosmetic” health categories within the $18 billion beauty prestige market, outpacing skincare growth. Beauty and Healthy Aging is the largest segment of growth in the global wellness economy expected to hit 8.1 trillion by the end of 2020. Our avatar is the Gen X woman, she controls 31% of the nation’s wealth. Our brand appeals to her lifestyle choice not just vanity. Customers: On-line, Emerson Ecologics – a leading distributor to the integrated health market, and California Skin Supply – 4th quarter. Sales/Marketing Strategy: An integrated educational approach through the customer journey. An omnipresence strategy. Encompasses a need for social media, Google, and IG advertising. Email Campaigns. Video. Radio. Content. Blogs. Expose & Promote with select event participation. Acquisition costs are associated with each strategy. Business model: On-Line: Company Website. Amazon. B2B: Select Distributors, Med Spa, Esthetician, Strategic Athletics ( ex: Peloton), Indie & Purpose Driven Brand Retail Categories with brick and mortar & online stores. 27
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Funding Trends and Key Resources Reports: PwC / CB Insights MoneyTree™ Report, 2020 Link: https://pwc.to/3cn80pG The Top Angel Investors and Venture Capital Fund Managers 2019 Link: https://bit.ly/32UjWw0 PitchBook 2019 Venture Capital Outlook Link: https://bit.ly/2VWlUoL Tactical vs. Strategic: How to Become Acquirable US and Global VC funding and deal activity Link: https://bit.ly/2KccrHU Angel Funders Report Link: https://bit.ly/303doJM National Venture Capital Association Resources Link: https://bit.ly/3iZGDUX Startup School From Y Combinator Link: https://bit.ly/3011ujk Wilson Sonsini Goodrich & Rosati Entrepreneurs Report Private company funding trends Link: https://bit.ly/2YUzMlc 2020 Pitchbook Analyst Note: Venture Capital Outlook 30
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