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Michael Sarlitt Matt Joanou Team, Clients, and Vision

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Page 1: 10min UB pitch

Michael SarlittMatt Joanou

Team, Clients, and Vision

Page 2: 10min UB pitch

Core TeamMatt JoanouCP Sr. Student – Economics major with Entrepreneurship concentration and Psychology minor

Background: Non-profits, Start-ups, Networking

Michael SarlittCP Graduating Business Student – Finance, Marketing, & Entrepreneurship concentrations

Background: Sales, Online Marketing, Social Media, Market Research Tools

Jordan EvansWestmont College (SB) Recent Graduate – Business, Economics, & Spanish

Background: Business Development, Market Research, Forecasting

Common Themes: Passion for entrepreneurship, come from families of business owners

Page 3: 10min UB pitch

Extended Team

Jonathan YorkHead of Entrepreneurship department at Cal PolyOver 25 years experience as a CEO in multiple

industries

Michael GuntherFounder and President of Collaboration, SLO

consulting firmStrong connections in San Luis Obispo communityVice-Chair to the SLO Chamber of Commerce

Page 4: 10min UB pitch

Current ClientsMarket Research Projects

Location: Santa Barbara, CAIndustry: Engineering FirmObjective: Comprehensive market analysis of new niche industry

Location: Santa Barbara, CAIndustry: TelecommunicationsObjective: Analyze consumer segments and demographics

Page 5: 10min UB pitch

Current ClientsSocial Media Projects

Location: San Luis Obispo, CAIndustry: WineryObjective: Launch a cutting edge social media campaign

Location: San Luis Obispo, CAIndustry: Web-Based, InventorsObjective: Create web content and social media campaign

Page 6: 10min UB pitch

Current ClientsBusiness Plans

Women’s Shoe Store (Paso Robles)Location: Paso Robles, CAIndustry: RetailObjective: Create a comprehensive business plan for new shoe/wine bar concept

Competitive Edge - Market Strategy - Sales Forecast - Management Summary - Financial Forecast

Page 7: 10min UB pitch

Short-Term Expansion Vision

SLO SBOC

SF

Timeline

Feb ‘10 Aug ‘11 Aug ‘12

Initial Pilot(small market)

UniversitiesCal Poly, SLO

1st Expansion(medium market)

UniversitiesUCSBWestmont College

2nd Expansion(large markets)

OC UniversitiesUCICSU FullertonCSU Long Beach

SF UniversitiesUC BerkleyStanfordSFSU

Page 8: 10min UB pitch

BOS2012

CHI2012

NYC2013

LA2013

Long-Term Expansion Vision

Target markets saturated with Universities

Page 9: 10min UB pitch

Potential Harvest Options

Hold private indefinitelyBenefit from continuous cash flows

Buyout by large consulting firm (long-term)

Page 10: 10min UB pitch

Potential Partnerships

Consulting FirmsProvides UniBridge with• Referrals• Tutelage• Resources (office space)

UniBridge provides consulting firm with• Link to young talent• Revenue sharing

Page 11: 10min UB pitch

ResearchDetermining a Need

Proof of conceptDeveloping surveys

PricingInitially trial by fireCurrently developing Conjoint Analysis survey

Page 12: 10min UB pitch

1st Level Competitors

WildbloomSmall business and non-profit focusOne active group at Yale (Maya)

NexeconU of Michigan student-run consulting group (not-

for-profit)Focus on consulting (vs. business projects)

Page 13: 10min UB pitch

2nd Level CompetitorsEstablished Consulting Firms

Temp Agencies

Independent ContractorDisadvantages

Business has to find qualified applicantOne brain vs. many$$

$$$$$$$

Page 14: 10min UB pitch

FinancialsPeriod:

Startup Costs 1 12 Total

Project Volume (units) 5 15 161

Monthly Project Comp. 500 900 8,800

Gross Project Revenue 2,500 13,500 122,300

Variable Costs

Team (20%) 500 2,700 24,460

University (5%) 125 675 6,115

Total Variable Costs 625 3,375 30,575

Total Fixed Costs (593) 163 163 2,543

Operating Profit (loss) (593) 1,713 9,963 89,775