port investor introduction october 2011
DESCRIPTION
Port Investor Corporate PresentationTRANSCRIPT
PORT INVESTORRethinking port markets
History
InduStreams was founded in 2011 with a mission to create a more transparent, connected and informed infrastructure market place.
We launched Port Investor in July 2011, a specific sector pilot with focus on port investing and the global port industry.
The Vision
UNLEASH the full potential of each port group and market. There is more than $1 Trillion in unrealised investment potential. We want to enable an explosion in investment activity.
CONNECT all important port markets with investors and industry players. Together, there are more than 5,000 globally.
EMPOWER the market by creating new ways and models for investors and ports to come together
Status
100+ port groups and 500+ investors and executives in the community and increasing
China Port Investor and other regions are being launched Port-Investor.com launched Port Investor LinkedIn group launched Five regional Advisers joined More than 50 concepts and services in development with
select investors and port groups
Traditional Approach
Leads from media/promoters – you have no edge
“Take it or leave it” – you have no influence
Short deadlines – you have no time
Match-making – you have no leverage
Our Approach
Early engagement focused on development not peddling
Develop opportunities to fit buyer and seller
Long-term commitment to exploration, deep understanding
Concepts that leverage your proposition in the market
VS.
Port Investor is unleashing the untapped global potential of port development…
Most port markets have substantial potential to develop beyond basic port infrastructure
100s of operators, developers and cargo owners want ports to develop their business
More than $1 trillion of funds are seeking a home in this sector.
Ports and projects need funding of $1+ trillion
Bio Fuel
Cruise
Dry Port Oil Storage
In-Port Industries
BulkLogistic Zone
Free Zone
Port Property
Intermodal Hub
Energy Hub
Trade Hub
The port infrastructure sector has tremendous untapped potential…
1. The market is non transparent. Illuminating it will require thousands of constituents to come together and share insight and knowledge
2. The market is not connected. Connecting it will require all sides of the market place to reach out and be part of the community
3. The market is stale. Empowering it will require mass- collaboration in ways previously unheard of in this sector
The port infrastructure sector has tremendous untapped potential……BUT also has tremendous challenges…
Port Investor is unleashing the untapped global potential of port development…
…by addressing the challenges
Many ports hope they can skip building a platform for growth. It’s an illusion. Only ports with a strong growth platform will excel.
By addressing challenges……for ports and project owners specifically
Developing a platform for growth and seeking investors requires:
1. Continuous dialogue with the market place to build attractive development opportunities
2. Formulating a solid proposition that can be understood by infrastructure investors
3. Exposure to the market place
4. A focused process to create win/win partnerships and investor relations
Many investors hope they can skip building great processes. It’s an illusion. The deals you get access to are only as good as your pipeline.
By addressing challenges……for investors, operators and users specifically
Finding great investments consistently requires great processes:
1. The quality of the output is determined by the input – poor market scanning and market intelligence leads to poor leads
2. The larger the market platform and the more opportunities it is engaged with the larger the pipeline
3. Only a few of the potential market targets will end up as deals - without a substantial pipeline no deals
$1 – $2 billion
$3 – $5 billion
$30 – $50 billion
$300 – $500 billion
Attracting investments or investors requires building the deal pyramid.
An approach that skips the bottom and goes straight to deals will usually not generate valuable deals
By addressing challenges……for the market place in general
Lack of scale, structure and focus to build an effective intelligence base to scan and understand the market – without it the rest of the process will be like “flying blind”
There are plenty of interested investors and ports out there, but they require regular and early engagement
All investors and ports will require significant exploration as thedeal develops beyond just show of interest
If you are looking to create $1 - $2 billion worth of investments you likely need access to a larger number of investors and ports with $100+ billion available for investing
By addressing challenges……for the market place in general
Port Investor is unleashing the untapped global potential of port development…
…by addressing the challenges…by creating an open model – the foundation
Wikinomics is a reality of the 21st century – still many hold on to arcane models based on withholding information and competing in the same space as all the rest.
Only an open model that provides for a transparent, connected and informed market place will be able to un-tap the vast potential this sector has. Anything less will at best only make small dents and worst case shrink the sector.
An open model means a free and valuable industry community with easy access to other relevant members.
An open model means free access to relevant and valuable information.
An open model means free access to tell your story and the free flow of information.
The open model provides the foundation for all constituents of the market place to build their own pyramids…
…which ultimately requires thousands of connections and transparency in the market place.
Deal
Deal Development
Engagement and Leads
Scanning and Intelligence
$1 – $2 billion
$3 – $5 billion
$30 – $50 billion
$300 – $500 billion
Deal
Deal Development
Engagement and Leads
Scanning and Intelligence
$1 – $2 billion
$3 – $5 billion
$30 – $50 billion
$300 – $500 billion
Deal
Deal Development
Engagement and Leads
Scanning and Intelligence
$1 – $2 billion
$3 – $5 billion
$30 – $50 billion
$300 – $500 billion
Deal
Deal Development
Engagement and Leads
Scanning and Intelligence
$1 – $2 billion
$3 – $5 billion
$30 – $50 billion
$300 – $500 billion
Deal
Deal Development
Engagement and Leads
Scanning and Intelligence
$1 – $2 billion
$3 – $5 billion
$30 – $50 billion
$300 – $500 billion
Port Investor is unleashing the untapped global potential of port development…
…by addressing the challenges…by creating an open model – the foundation…by making the right structure – the pyramid
Step 2
Step 1
Step 3
Step 4
Step 1Investment target and time horizon, e.g. $2 billion over 5 years. Designing the process from proposition development, constituent focus through market engagement, exploration and securing the investment.
Step 2Market engagement and creation of leads that are attractive to the investor or port in question.
Step 2
Step 1
Step 3
Step 4
Step 3Securing exploration agreements with investors or ports to ensure a serious and committed process.
Step 4Getting from exploration to commitment – getting to goal!
Port Investor is unleashing the untapped global potential of port development…
…by addressing the challenges…by creating an open model – the foundation…by making the right structure – the pyramid…by building new models
Deal
Development and Engagement
Market intelligenceand scanning
Deal
Development and Engagement
Market intelligenceand scanning
Investors
PORTS AND PROJECT OWNERS
INVESTORS
CARG
O O
WN
ERS
AND
SO
URC
E IN
DU
STRI
ES
OPERATO
RS AN
D D
EVELOPERS
Dea
l
Dev
elop
men
t an
d En
gage
men
t
Mar
ket i
ntel
ligen
cean
d sc
anni
ng
Deal
Developm
ent and Engagem
ent
Market intelligence
and scanning
new models
require
new ways of
connecting
and engaging
the different sides
of the market place
DEVELOPERS OPERATORSINVESTORS
Free ZoneMarine Infra.Construction
ContainerOil & LiquidDry Bulk
CONSORTIUM
Pension FundPrivate EquitySovereign Fund
CARGO OWNERS
Shipping linesIndustrialsFabrication
PORT PARTNERS
AsiaLatin AmericaMiddle East
IMMEDIATE COVERAGE FOR INVESTORSFor those with an interest to enter, expand or invest in a specific region (e.g. China) and covering all the key markets within months.
REAL ENGAGEMENTOur on the ground network directly engages the local decision makers
COMPLEMENTARYA group of leading firms with complementary skills and objectives enabling a strong proposition towards ports.
SYNERGISTIC AND NO RISKNo heavy regional setup or local office before you start running – cost levels that would otherwise only buy desk researched market reports
The PI Consortium©A new model
for investors, developers and operators
DEVELOPERS OPERATORSINVESTORS
Free ZoneMarine Infra.Construction
ContainerOil & LiquidDry Bulk
INCUBATOR
Pension FundPrivate EquitySovereign Fund
CARGO OWNERS
Shipping linesIndustrialsFabrication
PORT PARTNERS
AsiaLatin AmericaMiddle East
GLOBAL EXPOSURE FOR PORTSAn exclusive platform that allows a port to develop investment propositions and opportunities with invited investors, operators, developers, cargo owners etc
FOCUSED AND CONFIDENTIALInvitees sign NDAs before gaining access to an online data room and forum to create win/win constellations usually exploring opportunities with 5-10 other invitees
SYNERGISTIC AND RESULT ORIENTEDInvitees gain access to a synergistic environment with exclusivity and support
IMMEDIATE INVESTMENT POTENTIALInvitees can at any time decide to proceed with an exploration agreement for a specific proposition directly with the port and/or with other members
The PI Incubator©A new model
for ports and project owners
Port Investor is unleashing the untapped global potential of port development…
…by addressing the challenges…by creating an open model – the foundation…by making the right structure – the pyramid…by building new models…by empowering you!
…what a difference a deal makes…
“We have worked in positions requiring 100 million dollar deals to be cut every year - it’s excruciating - the constant pressure of the
scorecard wears you down.
But it does not have to be that way - Port Investor is just as much about making investing a fun, creative and effective process for the
individuals making a professional career out of it as it is about unleashing potential.
Getting connected, engaged and focused around your own deal pyramid can get you that deal that may make all the difference.”
Michael PomerleauPartner
Port Investor
Michael MollerPartner
Port Investor
Start building your own pyramid!
www.port-investor.com
www.linkedin.com/groups
We are here to assist when you are ready for it