how apdealflow works

1. Asia
Pacific
DealFlow
A
pla&orm
for
sharing
DealFlows
with
Agents
and
Investors

2.
AP
DealFlow
–
Objec3ves
• Create,
and
Share
your
DealFlows
with
other
Agents.
Market
your
DealFlows
to
Investors.
• A
database
of
corporate
finance
and
venture
capital
DealFlows
• An
independent
pla&orm
for
to
share
deals

3. About
me
15
years
in
Financial
Industry
Tony
Chan
•
• 2
years
with
Thomson
Financial
Reuters
• 4
years
in
UBS
/
SBC
Warburg
• 3
start-­‐ups
during
the
dot
com
period.
Raised
around
USD$15m
Founder
and
CEO,
Asia
Pacific
DealFlow
Ltd
• 4
years
in
offshore
fiduciary
–
offshore
banking
Zetland
Financial
Group
General
Manager,
Corporate
Finance
• MBA
–Interna3onal
Management
and
Investments
• Interests
–
Entrepreneur
Club,
start-­‐
ups
and
early
stage
businesses.

4. Rounds
of
corporate
funding
Size
of
Size
of
funding
funding
STARTUP
EARLY
STAGE
HIGH
GROWTH
stage
of
growth

5. DealFlows
are
unstructured
and
complex
OTHER
INVESTEE
AGENTS
COMPANIES
AGENT
ZETLAND
CLIENTS
VC
and
PRIVATE
ANGEL
EQUITY
INVESTORS

6. Agent
Promo3on
AGENT
PROMOTION
DEAL
DEAL
CLOSING
CREATION
DEAL
PROMOTION

7. Registra3on
First
3me
Send
CB
login
First
Email
registra3on
via
to
member
confirma3on
CB
Registra3on
Complete
User
first
steps
profile

8. EMAIL
INSTRUCTIONS
AND
INSTRUCTIONS
FOR
LOGIN
WEBSITE
• Thank
you
for
registering
with
APDealFlow,
there
are
3
more
steps
to
complete
your
registra3on
Complete
Create
View
deals
For
Agents
your
profile
Deals
to
broker
Send
deals
to
Complete
your
For
Entrepreneurs
Create
Deals
Investors
and
profile
Agents
Request
Complete
your
For
Investors
View
Deals
further
info
on
profile
Deals
you
like

9. Business
Model
With
Agent
Direct
• USD$100
per
month
lis3ng
fee
• Direct
contact

10. Step
1
-­‐
Agent
Promo3on
• Members
choose
to
be
one
of
3
types
of
(
Agent,
Entrepreneur,
Investor)
• Members
can
choose
to
make
their
profiles
public
(listed)
or
private
• Members
can
write
ar3cles
and
publish
ar3cles.
Members
can
publish
their
own
newsleders
• Members
can
add
other
members
into
their
lists
(like
Facebook)
• Members
can
post
blogs
and
comments
on
their
walls
for
social
media
interac3on

11. Agent
Profiles
-­‐
Q&A
• Why
do
I
need
to
complete
my
profile
first?
• This
verifies
your
profile
to
us
and
to
other
members
that
you
are
genuine.
In
promo3ng
deals,
we
are
very
concerned
about
fraud
and
thus
encourage
members
to
be
as
transparent
as
possible.
• Do
I
have
list
my
profile
as
public
?
To
list
your
profile
as
public
is
op3onal.
The
benefit
of
a
public
profile
is
openness
and
transparency
which
encourages
people
to
reach
out
to
you.
It
is
also
a
showcase
/
bio
of
your
track
record
like
LinkedIn.
• Can
I
link
my
facebook
and
LinkedIn
profile?
• Yes,
simply
add
in
your
FB
and
LI
public
profiles
which
can
show
in
your
profile

12. Step
2
–
DEAL
CREATION
• The
Create
Deal
process
is
a
9
step
process
to
list
much
informa3on
into
different
tabs.
• Currently
informa3on
must
entered
sequen3ally
star3ng
with
Profile
but
future
upgrade
will
allow
user
to
fill
only
areas
they
want

13. Create
Deals–
Deal
Profile
• To
create
and
list
a
corporate
profile,
go
to
the
Create
Deal
func3on.
• The
first
tab
of
the
Create
Deal
is
Profile.
This
allows
you
to
create
a
one
page
public
bio
of
your
project.
The
objec3ve
is
to
show
your
site
publically
like
TechCrunch.
• Profile
Short
Descrip3on
describes
your
project
in
180
chars.
• Mul3ple
pictures
can
be
added
to
front
page
can
be
added
to
Profile
•
Op3on
to
list
an
Execu3ve
Summary
and
Corporate
Profile
areas
in
the
descrip3on
area
below.
• Op3on
to
adach
a
PDF
for
download
in
the
profile
• Op3on
to
make
a
profile
public
on
the
site
or
make
it
private
(hidden
URL)

14. Create
Deal
–
Biz
Plan
template
§
The
Biz
Plan
is
a
template
that
can
be
op3onally
used
to
complete.
§
Or
if
you
already
have
wriden
a
business
plan,
there
is
an
op3on
to
upload
a
PDF
for
viewing
and
downloading

15. Create
Deal
-­‐
Financials
Financial
is
an
op3onal
tab
for
a
template
financial.
The
fields
include
key
opera3onal
and
financial
figures
an
investor
will
look
at.
The
benefit
of
comple3ng
this
is
to
be
able
to
give
a
snapshot
of
the
financials
of
a
deal.
The
template
forecast
allows
for
a
yearly
top
line
projec3ons
to
be
shown
There
should
be
an
op3on
to
upload
a
PDF
file
for
the
user
to
download
or
view.

16. Create
Deals
-­‐
Video
• Video
is
a
useful
tab
to
record
a
video
pitch
or
corporate
video
• Currently
we
link
to
YouTube
–
upload
you
video
on
YouTube
and
list
as
public
or
private
• Link
the
video
share
code
with
an
op3on
to
add
a
cap3on
• Future
upgrade
will
allow
hos3ng
videos
on
our
own
server

17. Create
Deals
–
Picture
Galleries
PICTURES
–
Allows
you
to
add
galleries
of
pictures
to
be
viewed
in
a
slideshow
from
the
user.
Op3on
for
mul3ple
picture
galleries

18. Create
Deal
-­‐
News
• News
is
supposed
to
be
a
blog
of
current
news.
It
should
be
done
in
the
style
of
a
corporate
press
release.
It
should
be
pubic
informa3on

19. Create
Deals
-­‐
Slides
• Slides
allows
a
presenta3on
deck
to
be
displayed
in
the
tab
• Currently
we
link
to
Slideshare,
send
your
file
to
info@apdealflow.com
and
we
will
link
the
file
for
you.
• In
future
upgrade,
we
will
ability
to
host
the
ppt
or
pdf
files
to
our
own
server
for
presenta3on
in
the
slide
tab

20. Create
Deal
-­‐
Preferences
• Preference
Tab
is
a
tab
for
the
deal-­‐
owner
for
security
• Allows
each
tab
be
controlled
by
3
levels
of
access:-­‐
– Public
– Member
only
– Private
• There
are
op3ons
to
list
the
deal
in
a
group
and
to
either
list
the
whole
deal
Private
or
Public

21. Q&A-­‐
DEAL
CREATION
• Do
I
need
to
complete
all
the
steps
in
the
deal?
XXX.
• Do
I
have
list
my
dseal
peal
Preferences
How
do
I
et
my
D
ublicly
?
XXX.
• How
do
I
set
my
Deal
Preferences
• YCCCC
• What
happens
next

22. STEP
3
-­‐
DEAL
PROMOTION
• APDealFlow
will
promote
the
project
to
exis3ng
Agents
and
Investors
• DealOwner
can
also
contact
other
agents
and
investors
on
the
plamorm
• DealOwner
can
engage
Agents
to
promote
the
deal

23. PROMOTING
DEALS
• 2
Ways
to
PUSH
deals
to
new
contacts
Send
a
friend
–
send
summary
Deal
Share
specific
tabs

24. PROMOTING
DEALS
-­‐
ARTICLES
POST
ARTICLES
PUBLISH
NEWSLETTERS
Post
ArFcles
on
your
deal
into
the
site
Publish
a
selecFon
of
arFcles
into
your
own
newsleGer

25. PROMOTING
DEALS
Live
Web
Conferencing
• We
use
live
conferencing
to
do
virtual
pitching
or
ini3al
Mee3ngs
• Saves
3me
and
money
for
both
Company
and
poten3al
investor

26. PROMOTING
DEALS
APDEALFLOW
NEWSLETTER
• Profile
deals
via
APDF
monthly
newsleder
• Over
2000
recipients
• Over
4000
qualified
VC
investors

27. DEAL
NEGOTIATION
• Nego3a3ng
a
deal
is
a
FACE
to
FACE
process,
no
subs3tute
for
real
mee3ng
• APDF
has
an
experienced
team
to
intermediate
between
Company
and
Investor

28. DEAL
CLOSING
APDealFlow
can
be
involved
in
the
crucial
deal-­‐closing
process
TERM
SHEET
Post-­‐Inv
S&P
Agreement
followup
Issuance
of
Fund
Transfer
company
shares

29. APDealRoom
–
Instant
secure
virtual
deal
rooms
USD$150
per
month
Presenta3on
Free
Trial
Now
Business
Plans
USES
Secure
File
Sharing
Corporate
Documents
Fund
Raising
Project
due
diligence
M&A
Business
Broking
Partnership
Investor
Rela3onships
..read
more
Features
Advanced
Security
Permissions
Simple
setup
Watermark
documents
View
or
Download
Audit
Trails
Affordable
monthly
billing
…read
more

30. Virtual
Data
Room

31. Virtual
Data
Room

32. APDealFlow
Process
AGENT
PROMOTION
DEAL
DEAL
CLOSING
CREATION
DEAL
PROMOTION

33. Crowd
Sourcing
model
• Crowdsourcing
will
become
legi3mate
as
a
form
of
raising
capital
in
the
US
• US
JOBS
Act
to
be
signed
in
April
2012
• Allow
Crowd
Sourcing
as
a
legal
business
model
• For
further
informa3on