04/10/2023CONFIDENTIAL CALLTREE PRO INC

Seed round deck

04/10/2023CONFIDENTIAL CALLTREE PRO INC

Our idea

“Incident Command & Communication platform” allowing CTP to enhance an existing but highly manual layer of the Enterprise IT stack

Automation of the most critical stage in an Incident or Event lifecycle – the human aspect of handling of that Incident/Event across large, dispersed teams.

Focus on providing Enterprise IT and IoT solutions with high growth, deep pocketed companies like Cisco, ServiceNow, Johnson Controls, etc.

Partner with best of breed vendors to leverage their startup programs, off-load some engineering costs, accelerate time to market and co-market with them to amplify brand awareness efforts.

04/10/2023CONFIDENTIAL CALLTREE PRO INC

Market Segmentation

Overall WW IT Market

US Enterprise

IT

US Software Market

US SaaS Spending

• WW - $3.8T

• US - $875B

Overall Market

• US - $542B

• US SAAS - $32.2

B

Software

04/10/2023CONFIDENTIAL CALLTREE PRO INC

The TAM slide

Budget Capture Funnel$18B+ TAM

CAFM$1.8B

ITSM$13.8B

DRS$3.2B

$32B spend on SaaS applications

Market growing at 11% per annum

Strong opportunity for market consolidation

Growing set of opportunities outside Enterprise IT in IoT

04/10/2023CONFIDENTIAL CALLTREE PRO INC

Market Sizing

Small Businesses

$2.8-5.6B TAM US

$6.2-12B TAM WW

Medium Businesses

$1.6- 2.2B TAM US

$8.5-22.8B TAM WW

• Assumptions used

• 15% market share max

• Lite plan for Small Biz

• Pro –Ent average for Mid Market

• 33% will leverage CTP API on a paid basis

04/10/2023CONFIDENTIAL CALLTREE PRO INC

Competitive Landscape

Who else is out there right now

AtHoc

Everbridge

Mir3

xMatters

Send Word Now

CallTree Pro matches every single competitor when it comes to core features w/ 2.0 release and exceeds ALL of them when it comes to cost, ease of use, integrations, enterprise feature sets.

04/10/2023CONFIDENTIAL CALLTREE PRO INC

CompanyMass

Notification

Multi Channel

Geo-Aware

Real Time Messaging

End User Updating

Event Reporting

Event

Templates

Real Time

Analytics

Built-in Security

Open API

Availability &

Support SLA’s

Athoc X X X X X X X X

xMatters X X X X X X X X X X

Mission Mode X X X X X X X X X

CallTree Pro(Fall Release)

X X X X X X X X X X X

Guardly X X X X X X X X

Dell AlertFind X X X X X X X

CTP Customer Sweet Spot

$10M $10B+

$250M

$2.5B

Target Mid Market Space

Most likely to purchase single IT Management functions on an as needed:CTP value proposition is effective in this sector but CAC must be low to be profitable

CallTree Pro does not currently have the corporate mass to service this sector in a broad capacity:- Support- Brand- References- Corp

Relationships

• 500+ Employees

• Multiple locations

• Mature Management Processes

Our Value Proposition is On-Target:

• Innovative

• Integrated with existing tools

• Cost Effective

• SaaS based

“Greenfield” to “Cap and Grow” Opportunities

• Scale and growth in this segment drive more mature IT

• Cost sensitivity to IT Solutions

• Focus on Innovation and efficiencies

04/10/2023CONFIDENTIAL CALLTREE PRO INC

The Problem

Once an Incident or Problem occurs, all activities are still manually coordinated across disparate channels making audit reporting a nightmare

IT is primarily focused on the IT aspect, not the People side

Most companies don’t have a backup to traditional communication paths beyond a second email server

Coordination of staff & users across geographically dispersed areas is very manual, time intensive and lacks the audit trail required in todays compliance driven world.

04/10/2023CONFIDENTIAL CALLTREE PRO INC

The CTP Solution

Command

Interactive Dashboard, Task Assignment, Status & Activity feed

Communication

Real Time Messaging, Device cycling, Geo Tech, Cloud Documents

Enterprise features

Audit trails, AD/LDAP sync, SSO, Reporting Engine, Open API, Storage and Playback CTP API

GRC Tools

HRIS

IT Monitoring

Help Desk

CAFM

UCF

04/10/2023CONFIDENTIAL CALLTREE PRO INC

Where CTP fits in the Enterprise IT Stack

• ITGRC• HRIS

• ITOM• ITSM

Incident to Problem

Escalation

Big Red Button

CIRT/Ops

DR/BCPPolicy

Acceptance

Employee Safety

Location Compliance

5 Month Product Development ScheduleMay –Sept 2014

Underlying Engine Database design

Landing Page Call treesPublic API setupLocation servicesReal-time CommunicationCAP Bridge

Underlying EngineAPI core (Node.js)

UI designUser ManagementSignupSubscription managementBilling

UI ImplementationDashboardEvent ViewIntegrations PanelForms & Task Lists LibraryEnd User mobile app

Core UI Build

Event TemplatesMobile updatingArchival & ReportingStorage & PlaybackEnd User mobile app – bug fixAdmin mobile app

ValueAdd Features CTP-OPS mobile & web apps

Monitoring & NotificationsLoad testingFailover testingDocumentation

Hardening1 L3 dev – 4MM @ 20.4K2 L2 devs – 4MM @ 17.2K each2 Mobile – 4MM @ 17.2k each1 Infra2 for 2MM @ 8K1 DBA3 for 4MM @ 16K1 Design3 – 5MM @ 26K1 PM – 5MM @ 40K

Total $$ is 180K

Budget

04/10/2023CONFIDENTIAL CALLTREE PRO INC

Product Ecosystem – partners, not just vendors

NewScale

04/10/2023CONFIDENTIAL CALLTREE PRO INC

Partner Ecosystem IT Service Management

ServiceNow, CA Nimsoft, Cisco, ZenDesk

IT Management

Cisco, New Relic, CA, Spiceworks

Internet of Things

Cisco, Johnson Controls

Collaboration

Cisco WebEx, Citrix GoToMeeting, On24, Fuze

Beacon

Apple, HID, Qualcomm, Google

04/10/2023CONFIDENTIAL CALLTREE PRO INC

Traction & Validation

We have customers!

Paying Customers – avg MRR of $450+ per customer

Interested Customers – current pipeline is 400K+ ACV

Sungevity

Federal Home Loan Bank

EBMUD

AAA

Brown-Forman

On-boarded initial Channel Partner and actively recruiting more

Technology partnerships with Cisco, ServiceNow & Qualcomm

04/10/2023CONFIDENTIAL CALLTREE PRO INC

The Team

Chris Kirschke – 17 years of Enterprise IT experience on both the buy & sell side with a focus on Information Security & Disaster Recovery. Excelled in technical to management roles ranging from startups to consulting to Global 50 organizations.

Richard Harrison – 20+ years experience in IT, product development and systems engineering.

Advisors

Brad Thomas – Dir of CorpDev @ Juniper Networks

Kevin McNary - Enterprise Accounts @ DocuSign

John Giubileo – VP of Engineering @ EMC

04/10/2023CONFIDENTIAL CALLTREE PRO INC

Exit Strategy

Buyers Who could buy us?

Enterprise Market

Cisco

HP

CA

EMC

Mid Market

ServiceNow

Cherwell

Strategy

Momentum

IntegrationTechnology

18-36 months timeline with an acquisition at the sub $50M mark

04/10/2023CONFIDENTIAL CALLTREE PRO INC

The Ask-

$750,000 seed round

Convertible note, 8%, 25% discount, $5M valuation cap, 150% CoC

Use of funds -

Development of CTP 2.0 – moves us from point solution to platform

Marketing – product, channel, partner and online programs

Formalize our Sales Channels

Invest in Cloud/DevOps (scalability/availability engineering)

Founders salaries

Provides a 12-15 month runway

Recruitment of initial Executive roles (Sales, Marketing, Partner)

Gets us to $5M+ in ACV/400K+ MRR

Sets up CTP for an early exit in the $30-50M range