• Company Summary

    Add an overview to help investors evaluate your startup. You might like to include your business model, structure and products/services.

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    The Team

    Full Name

    Title

    Sed enamel pin fixie, tattooed ramps accusamus bushwick 8-bit. Activated charcoal gochujang put a bird on it nisi ad, lo-fi single-origin coffee cronut PBR franzen fixie swag deep v. Pariatur aesthetic duis neutra bicycle rights, keytar live-edge salvia laboris vinyl pok pok sed unicorn vice. Bespoke whatever pariatur, dolore ut trust fund bicycle rights deep v excepteur placeat locavore neutra aliquip. Woke nihil trust fund bicycle rights schlitz, nulla green juice you probably haven't heard of them.

    Full Name

    Title

    Sed enamel pin fixie, tattooed ramps accusamus bushwick 8-bit. Activated charcoal gochujang put a bird on it nisi ad, lo-fi single-origin coffee cronut PBR franzen fixie swag deep v. Pariatur aesthetic duis neutra bicycle rights, keytar live-edge salvia laboris vinyl pok pok sed unicorn vice. Bespoke whatever pariatur, dolore ut trust fund bicycle rights deep v excepteur placeat locavore neutra aliquip. Woke nihil trust fund bicycle rights schlitz, nulla green juice you probably haven't heard of them.

    Full Name

    Title

    Sed enamel pin fixie, tattooed ramps accusamus bushwick 8-bit. Activated charcoal gochujang put a bird on it nisi ad, lo-fi single-origin coffee cronut PBR franzen fixie swag deep v. Pariatur aesthetic duis neutra bicycle rights, keytar live-edge salvia laboris vinyl pok pok sed unicorn vice. Bespoke whatever pariatur, dolore ut trust fund bicycle rights deep v excepteur placeat locavore neutra aliquip. Woke nihil trust fund bicycle rights schlitz, nulla green juice you probably haven't heard of them.


    Advisors

    Full Name

    Advisory Role

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    Advisory Role

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    Board of Directors

    Full Name

    Board Role

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  • Your Pitch Deck

  • Management Team

    Who are the members of your management team and how will their experience aid in your success?


    Example

    Third Ocean is owned and operated by Kevin Bull and Esteban Vollenweider. We have validated our product with potential clients and industry leaders. Our team has identified and aligned the moving parts allowing us to move quickly and capitalize in this market space. Our advisors include Jor Law, Kevin Wright, and Peter Ettro. Our advisors influence at least 45% of the EB-5 industry.


    Customer Problem

    What customer problem does your product and/or service solve?


    Example

    The process of qualifying, structuring, and marketing EB-5 investment opportunities, verifying Immigrant Investors, and monitoring job creation is expensive, time consuming, and complicated for Regional Centers. There is no comprehensive digital solution to manage this complex process.


    Products & Services

    Describe the product or service that you will sell and how it solves the customer problem, listing the main value proposition for each product/service.


    Example

    Our marketplace is the only investment platform for the EB-5 investment process. Our software is similar to a combination of SalesForce and CrowdStreet, an investment platform that enables users to manage clients, documents, and funds. Our marketplace enables Regional Centers and other service providers to manage the entire EB-5 investment process. We have a functional prototype that is ready to be further customized for the EB-5 industry.


    Target Market

    Define the important geographic, demographic, and/or psychographic characteristics of the market within which your customer segments exist.


    Example

    The USCIS allocates EB-5 Visas to Immigrant Investors who place $500k+ in Qualified Investment Opportunities that create 10 new jobs. Our target customers are Regional Centers, registered brokers of EB-5 investments that also monitor job creation requirements.


    Business Model

    What strategy will you employ to build, deliver, and retain company value (e.g., profits)?


    Example

    Our team is capable of influencing large segments of the EB5 industry. Our network of advisors, partners, and potential clients represents approximately 45% of the entire EB5 industry. By working with these industry leaders, we have developed a strong revenue model that allows us to charge commissions on these $500k investments. We have targeted, warm leads and are on track to exceed our initial sales milestones.


    Customer Segments

    Outline your targeted customer segments. These are the specific subsets of your target market that you will focus on to gain traction.


    Example

    Approximately 95% of all EB5 investments are brokered by the 882 Regional Centers across the US. Regional Centers rely on several ancillary service providers, including immigration attorneys, securities attorneys, economists, and broker-dealers. In addition to an investment platform, our marketplace acts as a CRM for all of these service providers. To date we are in discussion with over 30 Regional Centers to be beta testers for our marketplace.


    Sales & Marketing Strategy

    What is your customer acquisition and retention strategy? Detail how you will promote, sell and create customer loyalty for your products and services.


    Example

    Our team will attend quarterly EB5 industry conferences hosted by IIUSA and EB5 Investors Magazine. Major stakeholders have expressed discontent with the monotony of these events. Therefore, every 6 months we will host a regional EB5 conference that focuses on connecting Regional Centers with potential EB5 investors and issuers, a service that is not provided, yet highly valued. These events will be used as sales and onboarding opportunities.


    Competitors

    Describe the competitive landscape and your competitors’ strengths and weaknesses. If direct competitors don’t exist, describe the existing alternatives.


    Example

    EB5Match is ad-supported website and has seven listed projects.
    EB5 Projects connects Investors to projects, few of which have investment details.
    EB5USADirect connects investors directly with companies seeking investment by excluding Regional Centers.
    NES Financial is a large financial firm with an EB5 escrow software that does not allow users to find, perform due diligence on, or invest into opportunities.


    Competitive Advantage

    What is your company’s competitive or unfair advantage? This can include patents, first mover advantage, unique expertise, or proprietary processes/technology.


    Example

    Third Ocean is the only platform that combines the new JOBS Act exemptions and the Immigrant Investor Program, allowing our marketplace to process investments online and take commissions on these transactions.

    Our advisors include two of the most influential stakeholders in the EB5 industry, and they chose us. In the words of Kevin Wright, "this is the natural progression of the EB5 industry."

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    Current Funding Round (USD)

    Provide the details about the round of funding you are currently raising.


    Seeking $5,000,000
    Round Series B
    Security Type Common Equity
    Pre-Money Valuation $50,000,000



    Funding History (USD)

    Enter your financials for this year and last year, as well as projections for the following three years. Investors like to compare and evaluate financial performance over this timeframe, so do your best to complete it.


    Round Seed
    Capital Raised $500,000
    Closing Date 01/01/2020



    Annual Financials (USD)


    Annual Revenue Run Rate - $500,000

    Revenue run rate is your annualized revenue if you were to extrapolate your previous month’s revenue over a 12 month period.


    Monthly Burn Rate - $25,000

    Burn rate is a measure of your company’s negative cash flow. Simply put, it's the amount of capital you go through each month.


    2016 2017 2018 2019 2020
    Revenue Driver -- -- -- -- --
    Revenue $ -- -- -- -- --
    Expenditure $ -- -- -- -- --
    Profit (Loss) $ -- -- -- -- --
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    Documents


    Business Plan

    pdf icon

    Example Business Plan


    Financials

    xls icon

    Example Financial Plan


    Supplemental Documents

    pdf icon

    Cap Table

    pdf icon

    Helpful Infographic

    pdf icon

    Market Research Report

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    Industry Report


Investment Specifics

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