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Page 1: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008
Page 2: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 2

TEAMAND

TRACK-RECORD

THE DIFFICULT PROBLEM WE SOLVE

SOCIAL PROOF SOCIAL PROOF

CONTACT INFORMATION TELEPHONE EMAIL

SOCIAL PROOF

KEY FEATURES

OUR SOLUTION( HIGH LEVEL )

WHY IT’S HARD TO SOLVE THEPROBLEM

PROJECT COMPANY

PITCH ANYTHING

1-PAGE PITCH BLUEPRINT

DEALSIDEASSALESRAISE MONEY

ROI, KEY ECONOMICS AND MOST IMPORTANT NUMBERS

Why we think this forecast will hold true and what current trendlines are in the market

NEXT STEPSSummary of next steps, time constraint and other control elements.

MAJOR VALUE THE COMPANY DELIVERS

5 BASIC FACTS THE BUYER SHOULD KNOW

WHAT IS CHANGING IN THE MARKET

AND ONE GOOD REASON TO BELIEVE IT NOW AND HOW YOU NEED US TO SUCCEEDDELIVERED IN LESS THAN 60 SECONDS

FORECAST BY YEAR AND RATE

detailed income projections are provided on page 4

YEAR 1 YEAR 2

10% 20% 30%

YEAR 3

STARTING POINT

One-Page Pitch Blueprint Template

Page 3: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 3

b Why does the method matter?

Sometimes it doesn’t. When you are presenting a deal to people you know and have worked with before, then almost any pitch will do. They’ll talk to you long enough — hours if necessary — to understand your product and the value you deliver. A discussion is going to happen because you are known and trusted.

But when you are trying to reach buyers you don’t know well, a different psychology is in effect. It’s harsh but true — the quality of a pitch and how fast you can deliver it will determine how many people will look at your offer, consider it, and invest.

This is why I developed the 6-Minute Pitch.

Hope you invest a few minutes to learn this method - the potential pay off is huge.

Oren Klaff

b FINDING A GREAT IDEA is easy. Selling it to customers and investors is a lot harder.

If you don’t have a method to differentiate, break through the market clutter, capture imagination and attention and get buyers motivated about your offer, then you’re stuck and going no where.

THE BIG IDEAin 47 WORDS

Page 4: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 4

THE PROBLEM WE ALL HAVE

THE FIX

CONFUSING IDEAS AND LONG PRESENTATIONSThere is a fundamental disconnect between the way a typical sales presentation is prepared and the way it is received by a buyer. As a result, at the crucial moment, when it is most important to be convincing, nine out of ten times we are not. Our most important information has a surprisingly low chance of getting through. You need to understand why this disconnect occurs in order to fix it, overcome it, and successfully sell your products and ideas.

YOU MAY HAVE A STRONG OFFERING, BUT BECAUSE THE MARKET HAS OVERWHELMED buyers with too many of every kind of deal, it’s hard to get attention. The bottom line: a weak pitch affects your ability to close a sale and generate revenue.

BORING AND COMPLEX DEALS DON’T DO WELL IN TODAY’S MARKET

There is a new standard: compelling content that is ruthlessly

distilled and delivered with visual and narrative power.

CREATIVE MEDIA BUY SETUP/TRAIN MEASURE ROILICENSE

$5,660,000 REDUCTION IN UPFRONT COSTS

$2MActual COST in

ROI MARKETING TARGET

MARKETING & AD PLACEMENT NET PROGRAMCOST TO DEVELOPMEDIA AND LAUNCH

CONSULTING AGREEMENT: SUMMARY OF CONTRACT

REDUCTION OF COSTS CURRENT PERFORMANCE TARGET SPEND & ROIsummarized

DOCUMENT PREPARATIONDIGITAL MARKETINGANNUAL MINIMUMCONTRACT PERIOD

WEEK 1

WEEK 1

WEEK 2

WEEK 3

WEEK 3

WEEK 4

WEEK 4

WEEK 5

TARGET CPI

TOTAL SPEND Q1TARGET ROI

VOLUME REDUCTION

$470K

$250K

28%

2018 FULL YR.

$1.25

$1,700,000

3.15X

$2,100,000 $6,440,000

-18%

OUR VALUE & METHOD

$199,600,000

$12,100,000 $10,900,000

$139,150,000

COST REDUCTION

WE SOLVE THIS PROBLEM13

CORE SOLUTION ELEMENTS2THE KEY CHALLENGE KEY FEATURES4

b

Bryan Smith is an Internet entrepreneur with almost 20 years of experience pioneering digital compa-nies, and a track record for growing businesses in disruptive markets, including the meteoric rise of 400Q as a top digital agency.

Once your website is properly aligned with technical and optimization standards, the ongoing e�orts focus on growing the voice and authority of your business.

Sarah Jones is CEO of 400Q a top advertising agency in the U.S. that has helped its clients capitalize on industry changes. During her 12-year tenure Sarah has lead the agen-cy’s adaptability, building best in class practices across creative and media.

We are a digital marketing agency o�ering customer acquisition services for companies looking to generate leads and sell products online. Everything we do is in support of the �nal conversion delivering the right message at the right time.

Organic Search is like a snowball, or �ywheel, the more you push and turn, the greater the results. While search engines evolve, the principles are still the same today - answer questions & deliver the best possible user experience.

Organic search is excellent for driving tra�c, but very di�cult to compete for.

We deal with the di�culty of getting page 1 placement.

Our technology creates fast access to page 1 organic search results.

1. Fast implementation 2. Low cost 3. Measureable results 4. Reporting +1 800-555-1212

[email protected]

CURRENT CLIENTS INCLUDE

JOIN A TEAM

IN THE DEVELOPED MARKETS

HERE’S THEBASIC MATH

STEAM GROUPS don’t give you enough informationon the team you’re signing up to play with.

FORUM THREADS don’t give you enough detail on a prospective teamate.

REDDIT POSTS take too much time and are di�cult forReddit novice to navigate

FIND A PLAYER sites are too thinly populated and arelargely amatuer e�orts by non-gamers.

THERE ARE 250 MILLION VIDEO GAME PLAYERS

1234

5 WEEKS$15 AVG. COST

4 KEY REASONS: WHY TECHNOLOGY IS HARD TO DELIVER

HOW ARE 49M+ PLAYERS FAILING TO JOIN COMPETITIVE TEAM PLAY?

MANY/MOST/ALOT WANT TO JOIN A COMPETITIVE TEAM, SO THERE SHOULD BE 50 MILLION TEAMS. BUT THERE ARE ONLY 1M. WHY?

70% FAILUREAFTER 90 DAYS

The jump from player to team is much harder than you would think ... because being on a team is a little like being in a band: lots of strong personalities need to work together smoothly. It looks fun but the work of “winning” is intense and requires hard work and strong sense of team; not something gamers are known for.

Mike Smith is the account executive for DreamTeam and leads business [email protected]

ASSET CLASS2019 2020 2021

DEVELOPMENT SCHEDULE

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

RESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIAL

LOCATION ASSET BUDGET

TBDORANGE CO.LOS ANGELES

TBDORANGE CO.LOS ANGELES

LOS ANGELES$2.1M$2.1M

$8.2M$8.0M$3.2M

$5.4M

$5.4M

Based on five years experience in the syndication of assets with stabilized cash-flow to retail investors, primarily in residentiall assets, Intersection has identified a green field opportunity in this market that

yield for investors, and significantly improved profitability for our investors.

INTERSECTION CAPITAL TARGETS RESIDENTIAL UNITS FOR SHORT HOLD

AN OPPORTUNITY TO INVEST IN THE IC REAL ESTATE FUND We are focused on California areas in the southern

population centers and growth regions.

TARGETINTERSECTION CAPITAL RESI

$75M

While investor demand remains high, sellers are turning their product too slowly, eroding their margins. Both the velocity and volume of equity absorption in the market has slowed over the last 14 months. Driving this slowdown is the change in the rate of income that is being offered to investors: cap rates have been steadily decreasing and there has been a corresponding drop in yields. In the market for Exchange retail investors, income is a priority.

Managing DirectorINTERSECTION CAPITAL +1.310.359-0779Carlsbad CA 92008

in 2006. He is responsible for wholesaling the company’s real estate acquisitions and management of the selling group. He also serves as the company’s Chief Acquisition Officer and is responsible for the company’s extensive collateral portfolio and the document preparation and financial review. Mr. Klaff has syndicated $100MM of real estate iand oversees the marketing of a $300M real estate portfolio.

Oren Klaff, Director

DEALSUMMARY

KEY INVESTMENT MERITS DETAIL

SSECTION I: SUMMARY

INTERSECTION CAPITALREAL ESTATE FUND

MAJOR METROS - CALIFORNIA

RESIDENTIAL REHAB

[email protected]

Mr. Klaff has worked with Intersection since 1999, and joined full time

Page 5: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 5

TIME TO CAPITAL MARKETS EVENT

IPO

IPO RATIONALE

ACME

EXIT ANALYSIS

In Healthcare, there are dozens of companies interested in the value proposition of ANTI-INFECTION TREATMENT. We have

identified— and explore give segments where there is a clear M&A rationale to acquisition. Over 50 companies are represented.

IPOM&A

HOSPITALS AND URGENT CARE FACILITIES RELY on two methods to handle infection. If either of these treatments don’t work, your chances of getting very sick go up substantially. Zinc enables intercellular adhesion of the bacteria. Remove the zinc, and the bacteria cannot build its protective biofilm because the cellular building blocks won’t bind together. Without a protective mechanism, bacteria is much more susceptible to antibiotics.

THE PROBLEM WE ARE WORKING TO SOLVE

Dr. Smith is currently the UCLA Eminent Scholar of Medicine where he is a Professor in the Department of Molecular Biochemistry and Microbiology. Dr. Smith focuses his research in mechanistic studies of cellular adhesion and receptor-mediated signaling to include the study of bio receptor disease. He has over 40 Peer Reviewed publications and 2 patents to his name.and a PhD in Molecular Biophysics from Yale University and was a Postdoctoral Fellow at the California Institute of Technology.

KEY FEATURES

usa management team

CONSUMER PRODUCTS

LAB/DIAGNOSTICS

HEALTHCARE IT

LARGE PAYORS

1. Remove It.

In technical medical terms this is called debridement. It is the removal—that is surgically cutting out—of a patient’s dead, damaged, or infected tissue.

2. Kill It.

and includes antibiotics applied topically (creams or foams) or given intravenously.

3. Cover it.

Dressings are used in an attempt to seal out bacteria and control moisture content. Many come with additives to absorb excess moisture or assist in healing.

DEALSUMMARY

KEY INVESTMENT MERITS DETAIL

INTERSECTION CAPITALHEALTHCARE

EXIT ANALYSIS

SECTOR

FOCUS

GEOGRAPHIC FOCUS

INVESTMENT FOCUS

EXIT DATE

TARGET SIZE

MARKET SHARE TARGET

TARGET PROJECT COMMITMENT

LOS ANGELES

SHORT HOLD HIGH YIELD

2020

$30M

$80M

$5M

HEALTHCAREEXIT ANLYSIS

High-margin, high EBITDA productsLarge new-customer pipeline >$1B

Limited options to investors in the HPA segment

Products are two generations ahead of competitive offerings

Mike Smith is the account executive for ACME and leads business development. [email protected]

HIPA RELATED PRODUCTSMARKET SIZE AND GROWTH $120B

1. Your ability to organize your thoughts

2. Your understanding of the sales process (don’t overwhelm me and respect my time)

3. Your professionalism

So when the request comes in: SEND ME SOMETHING, whether you send a little or a lot, you absolutelyneed a one page proposal.

Provide a summary that captures all the key ideas and important value of your productBUT STILL LEAVES ROOM for conversation e.g. another meeting.

THE SOLUTIONWHAT YOU SEND A BUYER SHOWS 3 THINGS ABOUT YOU:

WHAT’S CHANGING?These are conscious and subconscious reasons to pay attention.

IT’S A DIFFICULT PROBLEM TO SOLVE

KEY FEATURES

TEAM

Immediately overcome rejection triggers by confirming why this deal is worth spending time on.

Explains uniqueness and advantage in plain English.

Snapshot of who is in charge and why they are the right person to lead.

VALIDATORS

1

EN

TRY HOOKS

2NARRATIVE

3NARRATIVE

4

Page 6: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 6

WHAT YOU CAN EXPECT FROM THE BLUEPRINTTHE SIX MINUTE PITCH BLUEPRINT CAN HELP YOU IMMEDIATELY CONVEY TRUST and credibility to your new buyers. They will give you high-priority status and attention to your ideas, and all this happens within minutes.

* Your pitch will pass through their initial screens successfully and be marked as important materials that require evaluation.

* Your cost to acquire new buyers will dramatically fall, as the call-back rate from your one page pitch is much higher than with conventional methods.

* Your close rate will be much higher, as buyers will come into your meetings with desire rather than skepticism. At this stage, it’s yours to lose.

* You will close sales faster and more efficiently than ever before.

* You will find yourself in the desirable position of being able to select the best buyers instead of taking what you can get.

CREATIVE MEDIA BUY SETUP/TRAIN MEASURE ROILICENSE

$5,660,000 REDUCTION IN UPFRONT COSTS

$2MActual COST in

ROI MARKETING TARGET

MARKETING & AD PLACEMENT NET PROGRAMCOST TO DEVELOPMEDIA AND LAUNCH

CONSULTING AGREEMENT: SUMMARY OF CONTRACT

REDUCTION OF COSTS CURRENT PERFORMANCE TARGET SPEND & ROIsummarized

DOCUMENT PREPARATIONDIGITAL MARKETINGANNUAL MINIMUMCONTRACT PERIOD

WEEK 1

WEEK 1

WEEK 2

WEEK 3

WEEK 3

WEEK 4

WEEK 4

WEEK 5

TARGET CPI

TOTAL SPEND Q1TARGET ROI

VOLUME REDUCTION

$470K

$250K

28%

2018 FULL YR.

$1.25

$1,700,000

3.15X

$2,100,000 $6,440,000

-18%

OUR VALUE & METHOD

$199,600,000

$12,100,000 $10,900,000

$139,150,000

COST REDUCTION

WE SOLVE THIS PROBLEM13

CORE SOLUTION ELEMENTS2THE KEY CHALLENGE KEY FEATURES4

b

Bryan Smith is an Internet entrepreneur with almost 20 years of experience pioneering digital compa-nies, and a track record for growing businesses in disruptive markets, including the meteoric rise of 400Q as a top digital agency.

Once your website is properly aligned with technical and optimization standards, the ongoing e�orts focus on growing the voice and authority of your business.

Sarah Jones is CEO of 400Q a top advertising agency in the U.S. that has helped its clients capitalize on industry changes. During her 12-year tenure Sarah has lead the agen-cy’s adaptability, building best in class practices across creative and media.

We are a digital marketing agency o�ering customer acquisition services for companies looking to generate leads and sell products online. Everything we do is in support of the �nal conversion delivering the right message at the right time.

Organic Search is like a snowball, or �ywheel, the more you push and turn, the greater the results. While search engines evolve, the principles are still the same today - answer questions & deliver the best possible user experience.

Organic search is excellent for driving tra�c, but very di�cult to compete for.

We deal with the di�culty of getting page 1 placement.

Our technology creates fast access to page 1 organic search results.

1. Fast implementation 2. Low cost 3. Measureable results 4. Reporting +1 800-555-1212

[email protected]

CURRENT CLIENTS INCLUDE

Page 7: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 7

HERE’S WHAT’S INCLUDED

PITCHANYTHING

TEAMAND

TRACK-RECORD

THE DIFFICULT PROBLEM WE SOLVE

SOCIAL PROOF SOCIAL PROOF

CONTACT INFORMATION TELEPHONE EMAIL

SOCIAL PROOF

KEY FEATURES

OUR SOLUTION( HIGH LEVEL )

WHY IT’S HARD TO SOLVE THEPROBLEM

PROJECT COMPANY

PITCH ANYTHING

1-PAGE PITCH BLUEPRINT

DEALSIDEASSALESRAISE MONEY

ROI, KEY ECONOMICS AND MOST IMPORTANT NUMBERS

Why we think this forecast will hold true and what current trendlines are in the market

NEXT STEPSSummary of next steps, time constraint and other control elements.

MAJOR VALUE THE COMPANY DELIVERS

5 BASIC FACTS THE BUYER SHOULD KNOW

WHAT IS CHANGING IN THE MARKET

AND ONE GOOD REASON TO BELIEVE IT NOW AND HOW YOU NEED US TO SUCCEEDDELIVERED IN LESS THAN 60 SECONDS

FORECAST BY YEAR AND RATE

detailed income projections are provided on page 4

YEAR 1 YEAR 2

10% 20% 30%

YEAR 3

STARTING POINT

The complete 1-Page Pitch Blueprintthat can be printed, shared and copied and used to pitch anything.

ALSO INCLUDED are four real world examples of 1-pagers that have sold deals, raised money and created large deals. These show how it was done in Consulting, Medical Technology, Start-Up, Real Estate Deals.

ASSET CLASS2019 2020 2021

DEVELOPMENT SCHEDULE

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

RESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIAL

LOCATION ASSET BUDGET

TBDORANGE CO.LOS ANGELES

TBDORANGE CO.LOS ANGELES

LOS ANGELES$2.1M$2.1M

$8.2M$8.0M$3.2M

$5.4M

$5.4M

Based on five years experience in the syndication of assets with stabilized cash-flow to retail investors, primarily in residentiall assets, Intersection has identified a green field opportunity in this market that

yield for investors, and significantly improved profitability for our investors.

INTERSECTION CAPITAL TARGETS RESIDENTIAL UNITS FOR SHORT HOLD

AN OPPORTUNITY TO INVEST IN THE IC REAL ESTATE FUND We are focused on California areas in the southern

population centers and growth regions.

TARGETINTERSECTION CAPITAL RESI

$75M

While investor demand remains high, sellers are turning their product too slowly, eroding their margins. Both the velocity and volume of equity absorption in the market has slowed over the last 14 months. Driving this slowdown is the change in the rate of income that is being offered to investors: cap rates have been steadily decreasing and there has been a corresponding drop in yields. In the market for Exchange retail investors, income is a priority.

Managing DirectorINTERSECTION CAPITAL +1.310.359-0779Carlsbad CA 92008

in 2006. He is responsible for wholesaling the company’s real estate acquisitions and management of the selling group. He also serves as the company’s Chief Acquisition Officer and is responsible for the company’s extensive collateral portfolio and the document preparation and financial review. Mr. Klaff has syndicated $100MM of real estate iand oversees the marketing of a $300M real estate portfolio.

Oren Klaff, Director

DEALSUMMARY

KEY INVESTMENT MERITS DETAIL

SSECTION I: SUMMARY

INTERSECTION CAPITALREAL ESTATE FUND

MAJOR METROS - CALIFORNIA

RESIDENTIAL REHAB

[email protected]

Mr. Klaff has worked with Intersection since 1999, and joined full time

TIME TO CAPITAL MARKETS EVENT

IPO

IPO RATIONALE

ACME

EXIT ANALYSIS

In Healthcare, there are dozens of companies interested in the value proposition of ANTI-INFECTION TREATMENT. We have

identified— and explore give segments where there is a clear M&A rationale to acquisition. Over 50 companies are represented.

IPOM&A

HOSPITALS AND URGENT CARE FACILITIES RELY on two methods to handle infection. If either of these treatments don’t work, your chances of getting very sick go up substantially. Zinc enables intercellular adhesion of the bacteria. Remove the zinc, and the bacteria cannot build its protective biofilm because the cellular building blocks won’t bind together. Without a protective mechanism, bacteria is much more susceptible to antibiotics.

THE PROBLEM WE ARE WORKING TO SOLVE

Dr. Smith is currently the UCLA Eminent Scholar of Medicine where he is a Professor in the Department of Molecular Biochemistry and Microbiology. Dr. Smith focuses his research in mechanistic studies of cellular adhesion and receptor-mediated signaling to include the study of bio receptor disease. He has over 40 Peer Reviewed publications and 2 patents to his name.and a PhD in Molecular Biophysics from Yale University and was a Postdoctoral Fellow at the California Institute of Technology.

KEY FEATURES

usa management team

CONSUMER PRODUCTS

LAB/DIAGNOSTICS

HEALTHCARE IT

LARGE PAYORS

1. Remove It.

In technical medical terms this is called debridement. It is the removal—that is surgically cutting out—of a patient’s dead, damaged, or infected tissue.

2. Kill It.

and includes antibiotics applied topically (creams or foams) or given intravenously.

3. Cover it.

Dressings are used in an attempt to seal out bacteria and control moisture content. Many come with additives to absorb excess moisture or assist in healing.

DEALSUMMARY

KEY INVESTMENT MERITS DETAIL

INTERSECTION CAPITALHEALTHCARE

EXIT ANALYSIS

SECTOR

FOCUS

GEOGRAPHIC FOCUS

INVESTMENT FOCUS

EXIT DATE

TARGET SIZE

MARKET SHARE TARGET

TARGET PROJECT COMMITMENT

LOS ANGELES

SHORT HOLD HIGH YIELD

2020

$30M

$80M

$5M

HEALTHCAREEXIT ANLYSIS

High-margin, high EBITDA productsLarge new-customer pipeline >$1B

Limited options to investors in the HPA segment

Products are two generations ahead of competitive offerings

Mike Smith is the account executive for ACME and leads business development. [email protected]

HIPA RELATED PRODUCTSMARKET SIZE AND GROWTH $120B

JOIN A TEAM

IN THE DEVELOPED MARKETS

HERE’S THEBASIC MATH

STEAM GROUPS don’t give you enough informationon the team you’re signing up to play with.

FORUM THREADS don’t give you enough detail on a prospective teamate.

REDDIT POSTS take too much time and are di�cult forReddit novice to navigate

FIND A PLAYER sites are too thinly populated and arelargely amatuer e�orts by non-gamers.

THERE ARE 250 MILLION VIDEO GAME PLAYERS

1234

5 WEEKS$15 AVG. COST

4 KEY REASONS: WHY TECHNOLOGY IS HARD TO DELIVER

HOW ARE 49M+ PLAYERS FAILING TO JOIN COMPETITIVE TEAM PLAY?

MANY/MOST/ALOT WANT TO JOIN A COMPETITIVE TEAM, SO THERE SHOULD BE 50 MILLION TEAMS. BUT THERE ARE ONLY 1M. WHY?

70% FAILUREAFTER 90 DAYS

The jump from player to team is much harder than you would think ... because being on a team is a little like being in a band: lots of strong personalities need to work together smoothly. It looks fun but the work of “winning” is intense and requires hard work and strong sense of team; not something gamers are known for.

Mike Smith is the account executive for DreamTeam and leads business [email protected]

CREATIVE MEDIA BUY SETUP/TRAIN MEASURE ROILICENSE

$5,660,000 REDUCTION IN UPFRONT COSTS

$2MActual COST in

ROI MARKETING TARGET

MARKETING & AD PLACEMENT NET PROGRAMCOST TO DEVELOPMEDIA AND LAUNCH

CONSULTING AGREEMENT: SUMMARY OF CONTRACT

REDUCTION OF COSTS CURRENT PERFORMANCE TARGET SPEND & ROIsummarized

DOCUMENT PREPARATIONDIGITAL MARKETINGANNUAL MINIMUMCONTRACT PERIOD

WEEK 1

WEEK 1

WEEK 2

WEEK 3

WEEK 3

WEEK 4

WEEK 4

WEEK 5

TARGET CPI

TOTAL SPEND Q1TARGET ROI

VOLUME REDUCTION

$470K

$250K

28%

2018 FULL YR.

$1.25

$1,700,000

3.15X

$2,100,000 $6,440,000

-18%

OUR VALUE & METHOD

$199,600,000

$12,100,000 $10,900,000

$139,150,000

COST REDUCTION

WE SOLVE THIS PROBLEM13

CORE SOLUTION ELEMENTS2THE KEY CHALLENGE KEY FEATURES4

b

Bryan Smith is an Internet entrepreneur with almost 20 years of experience pioneering digital compa-nies, and a track record for growing businesses in disruptive markets, including the meteoric rise of 400Q as a top digital agency.

Once your website is properly aligned with technical and optimization standards, the ongoing e�orts focus on growing the voice and authority of your business.

Sarah Jones is CEO of 400Q a top advertising agency in the U.S. that has helped its clients capitalize on industry changes. During her 12-year tenure Sarah has lead the agen-cy’s adaptability, building best in class practices across creative and media.

We are a digital marketing agency o�ering customer acquisition services for companies looking to generate leads and sell products online. Everything we do is in support of the �nal conversion delivering the right message at the right time.

Organic Search is like a snowball, or �ywheel, the more you push and turn, the greater the results. While search engines evolve, the principles are still the same today - answer questions & deliver the best possible user experience.

Organic search is excellent for driving tra�c, but very di�cult to compete for.

We deal with the di�culty of getting page 1 placement.

Our technology creates fast access to page 1 organic search results.

1. Fast implementation 2. Low cost 3. Measureable results 4. Reporting +1 800-555-1212

[email protected]

CURRENT CLIENTS INCLUDE

Page 8: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 8

ASSET CLASS2019 2020 2021

DEVELOPMENT SCHEDULE

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

RESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIALRESIDENTIAL

LOCATION ASSET BUDGET

TBDORANGE CO.LOS ANGELES

TBDORANGE CO.LOS ANGELES

LOS ANGELES$2.1M$2.1M

$8.2M$8.0M$3.2M

$5.4M

$5.4M

Based on five years experience in the syndication of assets with stabilized cash-flow to retail investors, primarily in residentiall assets, Intersection has identified a green field opportunity in this market that

yield for investors, and significantly improved profitability for our investors.

INTERSECTION CAPITAL TARGETS RESIDENTIAL UNITS FOR SHORT HOLD

AN OPPORTUNITY TO INVEST IN THE IC REAL ESTATE FUND We are focused on California areas in the southern

population centers and growth regions.

TARGETINTERSECTION CAPITAL RESI

$75M

While investor demand remains high, sellers are turning their product too slowly, eroding their margins. Both the velocity and volume of equity absorption in the market has slowed over the last 14 months. Driving this slowdown is the change in the rate of income that is being offered to investors: cap rates have been steadily decreasing and there has been a corresponding drop in yields. In the market for Exchange retail investors, income is a priority.

Managing DirectorINTERSECTION CAPITAL +1.310.359-0779Carlsbad CA 92008

in 2006. He is responsible for wholesaling the company’s real estate acquisitions and management of the selling group. He also serves as the company’s Chief Acquisition Officer and is responsible for the company’s extensive collateral portfolio and the document preparation and financial review. Mr. Klaff has syndicated $100MM of real estate iand oversees the marketing of a $300M real estate portfolio.

Oren Klaff, Director

DEALSUMMARY

KEY INVESTMENT MERITS DETAIL

SSECTION I: SUMMARY

INTERSECTION CAPITALREAL ESTATE FUND

MAJOR METROS - CALIFORNIA

RESIDENTIAL REHAB

[email protected]

Mr. Klaff has worked with Intersection since 1999, and joined full time

INTRODUCING A REAL ESTATE DEAL (insert your own picture over the logo!)

Page 9: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 9

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ULTIN

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EEME

NT: S

UMMA

RY OF

CONT

RACT

REDU

CTIO

N OF

COST

SCU

RREN

T PER

FORM

ANCE

TARG

ET SP

END

& RO

Isu

mm

arize

d

DOCU

MEN

T PRE

PARA

TION

DIGI

TAL M

ARKE

TING

ANNU

AL M

INIM

UMCO

NTRA

CT PE

RIOD

WEE

K 1

WEE

K 1

WEE

K 2

WEE

K 3

WEE

K 3

WEE

K 4

WEE

K 4

WEE

K 5

TARG

ET CP

I

TOTA

L SPE

ND Q1

TARG

ET RO

I

VOLU

ME RE

DUCT

ION

$470

K

$250

K

28%

2018

FULL

YR.

$1.25

$1,70

0,00

0

3.15X

$2,10

0,00

0$6

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OUR V

ALUE

& ME

THOD

$199

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00,0

00$1

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000

COST

REDU

CTION

WE S

OLVE

THIS

PROB

LEM

1 3

CORE

SOLU

TION

ELEM

ENTS

2TH

E KEY

CHAL

LENG

EKE

Y FEA

TURE

S

4

b

Brya

n Sm

ith is

an

Inte

rnet

en

trep

rene

ur w

ith a

lmos

t 20

yea

rs o

f exp

erie

nce

pion

eerin

g di

gita

l com

pa-

nies

, and

a tr

ack

reco

rd fo

r gr

owin

g bu

sines

ses i

n di

srup

tive

mar

kets

, in

clud

ing

the

met

eoric

rise

of

400

Q a

s a to

p di

gita

l ag

ency

.

Onc

e yo

ur w

ebsit

e is

prop

erly

alig

ned

with

tech

nica

l and

opt

imiz

atio

n st

anda

rds,

the

ongo

ing

e�or

ts fo

cus o

n gr

owin

g th

e vo

ice

and

auth

ority

of y

our b

usin

ess.

Sara

h Jo

nes i

s CEO

of

400Q

a to

p ad

vert

ising

ag

ency

in th

e U

.S. t

hat h

as

help

ed it

s clie

nts c

apita

lize

on in

dust

ry c

hang

es.

Dur

ing

her 1

2-ye

ar te

nure

Sa

rah

has l

ead

the

agen

-cy

’s ad

apta

bilit

y, b

uild

ing

best

in c

lass

pra

ctic

es

acro

ss c

reat

ive

and

med

ia.

We

are

a di

gita

l mar

ketin

g ag

ency

o�e

ring

cust

omer

acq

uisi

tion

serv

ices

for c

ompa

nies

lo

okin

g to

gen

erat

e le

ads a

nd se

ll pr

oduc

ts

onlin

e. E

very

thin

g w

e do

is in

supp

ort o

f the

�n

al c

onve

rsio

n de

liver

ing

the

right

m

essa

ge a

t the

righ

t tim

e.

Org

anic

Sea

rch

is li

ke a

snow

ball,

or

�yw

heel

, the

mor

e yo

u pu

sh a

nd tu

rn, t

he

grea

ter t

he re

sults

. Whi

le se

arch

eng

ines

ev

olve

, the

prin

cipl

es a

re st

ill th

e sa

me

toda

y - a

nsw

er q

uest

ions

& d

eliv

er th

e be

st

poss

ible

use

r exp

erie

nce.

Org

anic

sear

ch is

exc

elle

nt fo

r dr

ivin

g tr

a�c,

but

ver

y di

�cu

lt to

co

mpe

te fo

r.

We

deal

with

the

di�

culty

of

gett

ing

page

1 p

lace

men

t.

Our

tech

nolo

gy c

reat

es fa

st a

cces

s to

pag

e 1

orga

nic

sear

ch re

sults

.

1. F

ast i

mpl

emen

tatio

n 2.

Low

cos

t 3.

Mea

sure

able

resu

lts 4

. Rep

ortin

g+1

800

-555

-121

2or

en@

pitc

hany

thin

g.co

m

CURR

ENT C

LIENT

S INC

LUDE

A 1-PAGE HIGHLIGHT FOR CONSULTING AND SERVICES AGREEMENT

Page 10: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 10

JOIN

A

TEAM

IN T

HE

DEV

ELO

PED

MA

RKET

S

HER

E’S

THE

BASI

C M

ATH

STEA

M G

ROU

PS d

on’t

give

you

eno

ugh

info

rmat

ion

on th

e te

am y

ou’re

sig

ning

up

to p

lay

with

.

FORU

M T

HRE

AD

S do

n’t g

ive

you

enou

gh d

etai

l on

a pr

ospe

ctiv

e te

amat

e.

RED

DIT

PO

STS

take

too

muc

h tim

e an

d ar

e di

�cu

lt fo

rRe

ddit

novi

ce to

nav

igat

e

FIN

D A

PLA

YER

site

s ar

e to

o th

inly

pop

ulat

ed a

nd a

rela

rgel

y am

atue

r e�o

rts

by n

on-g

amer

s.

THER

E ARE

250

MILL

ION

VIDE

O GA

ME P

LAYE

RS

1 2 3 4

5 WEE

KS$1

5 AVG

. COS

T

4 KE

Y RE

ASON

S: W

HY TE

CHNO

LOGY

IS H

ARD

TO D

ELIV

ER

HOW

ARE

49M+

PLA

YERS

FAILI

NG TO

JOIN

COMP

ETITI

VE TE

AM P

LAY?

MANY

/MOS

T/ALO

T WAN

T TO

JOIN

A CO

MPET

ITIVE

TEAM

, SO

THER

E SH

OULD

BE 5

0 MI

LLIO

N TE

AMS.

BUT T

HERE

ARE

ONL

Y 1M

. WHY

?

70%

FAILU

REAF

TER

90 D

AYS

The j

ump

from

play

er to

team

is m

uch

hard

er th

an yo

u wo

uld

thin

k ... b

ecau

se b

eing

on a

team

is a

little

like b

eing

in a

band

: lo

ts of

stro

ng p

erso

nalit

ies n

eed

to w

ork t

oget

her s

moo

thly.

It

look

s fun

but

the w

ork o

f “w

inni

ng” i

s int

ense

and

requ

ires h

ard

work

and

stron

g se

nse o

f tea

m; n

ot so

met

hing

gam

ers a

re

know

n fo

r.

Mike

Smith

is th

e acc

ount

exec

utive

for

Drea

mTe

am an

d lea

ds b

usin

ess d

evelo

pmen

t.m

ike@

drea

mte

am.ze

ro80

0-55

5-12

12

THE BIG IDEA FOR A START-UP COMPANY

Page 11: about your offer, then you’re stuck and going no where. · 2020-02-05 · You need to understand why this disconnect occurs in order to fix it, overcome it, ... Carlsbad CA 92008

Pitch Anything Blueprint 11

TIME T

O CA

PITA

L MAR

KETS

EVEN

T

IPO

IPO R

ATIO

NALE

ACME

EXIT

ANAL

YSIS

In H

ealth

care

, the

re ar

e doz

ens o

f com

pani

es in

tere

sted

in th

e va

lue p

ropo

sitio

n of

ANT

I-INF

ECTIO

N TR

EATM

ENT.

We h

ave

iden

tified

— an

d ex

plor

e give

segm

ents

whe

re th

ere i

s a cl

ear M

&A ra

tiona

le to

acqu

isitio

n. O

ver 5

0 co

mpa

nies

are r

epre

sent

ed.

IPO

M&A

HO

SPIT

ALS

AND

URG

ENT

CARE

FAC

ILIT

IES

RELY

on

two

met

hods

to h

andl

e in

fect

ion.

If e

ither

of t

hese

trea

tmen

ts d

on’t

wor

k, y

our c

hanc

es o

f get

ting

very

si

ck g

o up

sub

stan

tially

. Zin

c en

able

s in

terc

ellu

lar a

dhes

ion

of th

e ba

cter

ia.

Rem

ove

the

zinc

, and

the

bact

eria

can

not b

uild

its

prot

ectiv

e bi

ofilm

bec

ause

th

e ce

llula

r bui

ldin

g bl

ocks

won

’t b

ind

toge

ther

. With

out a

pro

tect

ive

mec

hani

sm, b

acte

ria is

muc

h m

ore

susc

eptib

le to

ant

ibio

tics.

THE P

ROBL

EM W

E ARE

WOR

KING

TO SO

LVE

Dr.

Sm

ith i

s cu

rren

tly th

e UC

LA E

min

ent

Scho

lar o

f Med

icin

e w

here

he

is a

Pro

fess

or in

th

e D

epar

tmen

t of M

olec

ular

Bio

chem

istr

y an

d M

icro

biol

ogy.

Dr.

Sm

ith fo

cuse

s hi

s re

sear

ch in

m

echa

nist

ic s

tudi

es o

f cel

lula

r adh

esio

n an

d re

cept

or-m

edia

ted

sign

alin

g to

incl

ude

the

stud

y of

bio

rece

ptor

dis

ease

. He

has

over

40

Pe

er R

evie

wed

pub

licat

ions

and

2 p

aten

ts to

hi

s na

me.

and

a Ph

D in

Mol

ecul

ar B

ioph

ysic

s fr

om Y

ale

Univ

ersi

ty a

nd w

as a

Pos

tdoc

tora

l Fe

llow

at t

he C

alifo

rnia

Inst

itute

of T

echn

olog

y.

KEY F

EATU

RES

usa m

anag

emen

t tea

m

CONS

UMER

PRO

DUCT

S

LAB/

DIAG

NOST

ICS

HEAL

THCA

RE IT

LARG

E PAY

ORS

1. R

emov

e It.

In te

chni

cal m

edic

al te

rms

this

is c

alle

d de

brid

emen

t. It

is

the

rem

oval

—th

at is

sur

gica

lly

cutt

ing

out—

of a

pat

ient

’s d

ead,

da

mag

ed, o

r in f

ecte

d tis

sue.

2. K

ill It

.

and

incl

udes

ant

ibio

tics

appl

ied

topi

cally

(cre

ams

or fo

ams)

or

give

n in

trav

enou

sly.

3. C

over

it.

Dre

ssin

gs a

re u

sed

in a

n at

tem

pt

to s

eal o

ut b

acte

ria a

nd c

ontr

ol

moi

stur

e co

nten

t. M

any

com

e w

ith a

dditi

ves

to a

bsor

b ex

cess

m

oist

ure

or a

ssis

t in

heal

ing.

DEAL

SUM

MAR

YKE

Y INV

ESTM

ENT M

ERITS

DETA

IL

INTE

RSEC

TION

CAPI

TAL

HEAL

THCA

REEX

IT A

NALY

SIS

SECT

OR

FOCU

S

GEOG

RAPH

IC FO

CUS

INVE

STM

ENT F

OCUS

EXIT

DATE

TARG

ET SI

ZE

MARK

ET SH

ARE T

ARGE

T

TARG

ET PR

OJEC

T COM

MITM

ENT

LOS A

NGEL

ES

SHOR

T HOL

D HI

GH YI

ELD

2020

$30M

$80M

$5M

HEAL

THCA

REEX

IT AN

LYSIS

Hig

h-m

argi

n, h

igh

EBIT

DA p

rodu

cts

Larg

e ne

w-c

usto

mer

pip

elin

e >$

1B

Lim

ited

optio

ns to

inve

stor

s in

the

HPA

se

gmen

t

Prod

ucts

are

two

gene

ratio

ns a

head

of

com

petit

ive

offer

ings

Mike

Smith

is th

e acc

ount

ex

ecut

ive fo

r ACM

E and

lead

s bu

sines

s dev

elopm

ent.

mike

@dr

eam

team

.zero

800-

555-

1212

HIPA R

ELATED

PROD

UCTS

MARK

ET SIZ

E AND

GROW

TH$1

20B

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