SlideShare a Scribd company logo
1 of 5
Download to read offline
Investment Opportunity
Juris Capital Inc. - Company Overview
Serving primarily the legal community, Juris Capital Inc. is a financial services Company offering
a new twist on lending. Loans are designed for those who need it most - individuals going through
a divorce or other family law matter, and who may not otherwise be able to finance their legal
costs. Juris works closely with law firms to ensure that loans are adequately secured, keeping
investments safe. The term of a loan will generally be between 6-24 months with interest rates
expected to average 22% per annum. Juris is first to market and specifically target family law
lending in Western Canada and Ontario.
Juris Capital Inc. will also fund estate litigation and general real estate endeavors typical of most
Mortgage Investment Corporations (MICs).
Investment Highlights
• Annual Target Return to Investor – 10%
• Investment Structure- Mortgage Investment Corporation (“MIC”)
• Registered Plan eligible
• Concentration Risk – no single loan shall exceed more than 10% of the total assets of the
fund, thus reducing risk
• Leading Edge – first to aggressively market and specifically fund family law matters in
Western Canada and Ontario
• Opportunity to grow with an innovative start-up business in an expanding, untapped market
Transaction Summary
• Intended to raise up to $50M growth capital over 10 years
Contact
Katherine Kowalchuk, President & CEO
403-604-6611
katherine@juriscapital.ca
11206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca
Investment Opportunity
Background
Juris Capital Inc. (also referred to as “Juris” or “Company”) is a new company that specializes in
financial services primarily to people needing family law legal services, estate litigation and those
who require a loan related to real estate.
Juris operates in Calgary, Alberta, Canada and offers short-term funding for clients who fall into
three streams:
a) Family law clients who need to engage a lawyer but may not have access to funding;
b) Litigants who have an interest in an Estate; and
c) Individuals or businesses who are engaged in real estate (including development) where
short and/or long term loans may be required.
The Company was incorporated in December, 2014 as a Mortgage Investment Corporation and
intends to raise an aggregate of $50M over 10 years with the first tranche of $1.5M in year one.
Juris is operated, in part, by a legally trained professional currently practicing in the area of family
law, with over 13 years of real estate (commercial and residential), banking and finance law, family
law, wills/estate law, as well as corporate and commercial law experience.
The unique feature of Juris is that family law financing is its key business component. Juris is a
leading edge Company that intends to aggressively market and target a virtually untapped market
in Canada.
The initial focus for lending will be in Alberta, with expansion across Western Canada and into
Ontario within the first three years of operating.
Mortgage Investment Corporation
Juris is a Mortgage Investment Corporation (“MIC”), which is a creation of the Canada Income
Tax Act. A MIC is a “flow through” investment vehicle and must distribute 100% of its net profit
to its investors every year. It is not designed to accumulate profit. Dividends paid to MIC investors
are treated as interest income for tax purposes. Investors appreciate that a MIC investment is
uniquely Canadian and secured by real property located only in Canada. These
are simple important facts that make the MIC such a comfortable, easy-to-understand investment
compared to the many of complex financial products being offered daily to the public. Simplicity
is one of the MIC’s most popular attributes.
All of Juris’ loans will meet the requirements of the Canada Income Tax Act..
By structuring itself as a MIC, investment in Juris will be eligible to be held in registered plans
(i.e. RRSP, RESP etc.).
21206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca
Investment Opportunity
The initial offering will be to raise $1.5 Million by the issuance of non-voting preferred shares in
Juris, with an expected annualized targeted return to investors of 10%.
Location
The Company’s offices are located in a warehouse facility (turned into offices) just east of
Calgary's downtown, in an area known as Inglewood. The office currently shares space with Juris’
main principal’s other businesses; Law Boutique and Divorce Ink.
Products and Services
Juris’ portfolio will consist of loans for family law and estate legal matters and real estate. The
Company reviews each potential client carefully and develops a solution that makes sense for the
borrower. A typical product will be financing as follows:
a) For Family law clients and estate litigation clients, short-term loans in the amount of
$10,000 to $100,000 with interest rates based on due diligence (expected to average 22%
per annum, calculated monthly). Interest accrues from the date the loan is advanced but is
payable at the end of the term of the loan. This will assist Juris with cash flow and provide
a faster return to investors. Where appropriate, in addition to the solicitor’s opinion and
undertaking to pay settlement funds to Juris, Juris will also secure its interest with, inter
alia, mortgages, general security agreements and guarantees to protect the loans and other
security as may be available.
b) For Real Estate Clients, short-term loans in the amount of $100,000.00 to $1 million with
interest rates based on due diligence (expected to average in the range of 8-14% per annum,
calculated monthly). Mortgages, general security agreements, guarantees and the like will
be obtained to protect the loans.
With respect to its family law lending product, Juris will only be dealing with clients who have
engaged a law firm. Juris will be conducting thorough due diligence prior to agreeing to fund any
legal need. However, if an individual has bad credit or no collateral assets, that does not necessarily
mean he or she will not qualify for a loan. Juris is designed exactly for these sorts of individuals
who cannot otherwise obtain conventional or other financing. Further, Juris can also assist those
individuals who have perfect credit and tangible assets when they need a loan to cover legal
services.
Market Segmentation and Target Market
Juris is incorporated in Alberta with headquarters in Calgary. While the company targets Alberta
at the present time, the goal is to offer financial assistance to individuals all across Western Canada
and Ontario.
31206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca
Investment Opportunity
Juris’ primary lending product will be loans for family law clients, specifically those individuals
who have tangible assets to secure against and who will almost always be guaranteed a settlement.
This settlement will be used to pay back the Juris loan.
Whether the borrower is legally married or in a common law relationship, when a break up occurs,
lawyers are needed, especially when there is joint property and children involved. The rising
occurrence of divorce (or breakdown in a common law relationship) in Canada (and worldwide)
and the lack of accessibility to legal services are a perfect marriage (pardon the pun) for a company
such as Juris.
Further, there are no age restrictions with respect to who might avail themselves of Juris’ product.
Individuals and families, from 18 years or older are all candidates to support Juris’ customer base.
Structural Overview
Juris will initially have the following departments:
1. Management - President and CEO - Katherine Kowalchuk, BA, LLB
2. Chief Operating Officer – Estee Langis
3. Credit Evaluation and Underwriting – Credit Committee
4. Exempt Market Dealer, Investment Fund Manager & Restricted Portfolio Manager –
BMG Financial Service Corp.
5. Sales/Marketing
6. Investor Relations
The People
Katherine Kowalchuk – President & CEO
Katherine is a practicing lawyer in Calgary, Alberta, with 13 years’ experience in the industry.
She owns Law Boutique, a law firm offering primarily family law services and also owns Divorce
Ink Ltd., a family law marketing company. She practices in real estate law, banking and finance
law, wills/estate law, and corporate/commercial law.
As a lawyer practicing in family, real estate, banking and finance, Katherine has a good grasp on
the assets, liabilities and income as well as understands how the target client’s particular legal
matter will be resolved. She also has a firm understanding of the nature of security required to
ensure minimal default rates including, but not limited to, mortgages, general security agreements,
guarantees, assignment of receivables, postponement of shareholders’ loans, assignments and
directions to pay (among other types of security), ensuring that Juris is paid back for any loan
made.
41206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca
Investment Opportunity
Estee Langis, COO
Estee brings a wealth of experience to the sales and marketing segment of Juris Capital. Estee
has worked in sales and marketing management for over 15 years, particularly in the strategic
planning and development of top performing sales teams. Estee has played a significant role in
the transition of traditional media to digital platforms providing leading edge solutions including
Search Engine Optimization, Marketing and website development. She has extensive knowledge
in revenue and growth performance indicators as well as New Market and Product Penetration &
Development. She has worked previously in setting up and raising funds for a several start-ups as
well as a junior oil and gas company in Calgary.
BMG Financial Services Corp.
BMG is registered as an exempt market dealer (EMD) in BC, AB, SK, MB and ON and is
registered as a restricted portfolio manager (RPM) and investment fund manager (IFM). Nathan
Bernhardt is the President and Chief Compliance Officer of BMG.
51206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca

More Related Content

What's hot

How to Position Your Startup for VC Funding
How to Position Your Startup for VC FundingHow to Position Your Startup for VC Funding
How to Position Your Startup for VC Fundingideatoipo
 
Distressed Startups: Legal, Business, and Financing Strategies
Distressed Startups: Legal, Business, and Financing StrategiesDistressed Startups: Legal, Business, and Financing Strategies
Distressed Startups: Legal, Business, and Financing Strategiesideatoipo
 
Distressed startups legal, business, and financing strategies
Distressed startups legal, business, and financing strategiesDistressed startups legal, business, and financing strategies
Distressed startups legal, business, and financing strategiesRoger Royse
 
How to Prepare Your Startup for an M & A Exit
How to Prepare Your Startup for an M & A ExitHow to Prepare Your Startup for an M & A Exit
How to Prepare Your Startup for an M & A Exitideatoipo
 
What Is the General Process of Issuing Private Activity Bonds in Arizona?
What Is the General Process of Issuing Private Activity Bonds in Arizona?What Is the General Process of Issuing Private Activity Bonds in Arizona?
What Is the General Process of Issuing Private Activity Bonds in Arizona?Charles Lotzar
 
How to Do a Venture Capital Financing
How to Do a Venture Capital FinancingHow to Do a Venture Capital Financing
How to Do a Venture Capital Financingideatoipo
 
How to Prepare Your Startup for Venture Capital Investment
How to Prepare Your Startup for Venture Capital InvestmentHow to Prepare Your Startup for Venture Capital Investment
How to Prepare Your Startup for Venture Capital InvestmentRoger Royse
 
How To Relocate An International Startup to Silicon Valley
How To Relocate An International Startup to Silicon ValleyHow To Relocate An International Startup to Silicon Valley
How To Relocate An International Startup to Silicon Valleyideatoipo
 
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
How to Form an Angel or Venture Fund: Legal, Business and Tax StrategiesHow to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategiesideatoipo
 
8.20.20 How to Relocate Your Startup to Silicon Valley
8.20.20  How to Relocate Your Startup to Silicon Valley8.20.20  How to Relocate Your Startup to Silicon Valley
8.20.20 How to Relocate Your Startup to Silicon Valleyideatoipo
 
7.23.20 How to Raise Seed Funding for Your Startup: Convertible Notes and S...
7.23.20   How to Raise Seed Funding for Your Startup: Convertible Notes and S...7.23.20   How to Raise Seed Funding for Your Startup: Convertible Notes and S...
7.23.20 How to Raise Seed Funding for Your Startup: Convertible Notes and S...ideatoipo
 
DOL's Fiduciary Definition Re-Proposal
DOL's Fiduciary Definition Re-ProposalDOL's Fiduciary Definition Re-Proposal
DOL's Fiduciary Definition Re-ProposalCarol Buckmann
 
Startup Tax - budget 2020 and beyond
Startup Tax - budget 2020 and beyondStartup Tax - budget 2020 and beyond
Startup Tax - budget 2020 and beyondTilak Agarwal
 
How to Prepare Your Startup for Venture Capital Investment - Part 1
How to Prepare Your Startup for Venture Capital Investment - Part 1How to Prepare Your Startup for Venture Capital Investment - Part 1
How to Prepare Your Startup for Venture Capital Investment - Part 1ideatoipo
 
Startups, Venture Capital and Angel Funding in a Reopened Economy
Startups, Venture Capital and Angel Funding in a Reopened Economy    Startups, Venture Capital and Angel Funding in a Reopened Economy
Startups, Venture Capital and Angel Funding in a Reopened Economy ideatoipo
 
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
How to Form an Angel or Venture Fund: Legal, Business and Tax StrategiesHow to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategiesideatoipo
 
SBA Small Business Administration SEED lender training April 3rd 2014
SBA Small Business Administration SEED lender training April 3rd 2014SBA Small Business Administration SEED lender training April 3rd 2014
SBA Small Business Administration SEED lender training April 3rd 2014M P
 
Bulletin #42 - Canadian Government to Support SR&ED Lenders
Bulletin #42 - Canadian Government to Support SR&ED LendersBulletin #42 - Canadian Government to Support SR&ED Lenders
Bulletin #42 - Canadian Government to Support SR&ED LendersScitax Advisory Partners LP
 
International Foreign Investment in US Real Estate
International Foreign Investment in US Real EstateInternational Foreign Investment in US Real Estate
International Foreign Investment in US Real EstateRoger Royse
 
Sba Loans - The Ultimate Guide
Sba Loans - The Ultimate GuideSba Loans - The Ultimate Guide
Sba Loans - The Ultimate GuideFit Small Business
 

What's hot (20)

How to Position Your Startup for VC Funding
How to Position Your Startup for VC FundingHow to Position Your Startup for VC Funding
How to Position Your Startup for VC Funding
 
Distressed Startups: Legal, Business, and Financing Strategies
Distressed Startups: Legal, Business, and Financing StrategiesDistressed Startups: Legal, Business, and Financing Strategies
Distressed Startups: Legal, Business, and Financing Strategies
 
Distressed startups legal, business, and financing strategies
Distressed startups legal, business, and financing strategiesDistressed startups legal, business, and financing strategies
Distressed startups legal, business, and financing strategies
 
How to Prepare Your Startup for an M & A Exit
How to Prepare Your Startup for an M & A ExitHow to Prepare Your Startup for an M & A Exit
How to Prepare Your Startup for an M & A Exit
 
What Is the General Process of Issuing Private Activity Bonds in Arizona?
What Is the General Process of Issuing Private Activity Bonds in Arizona?What Is the General Process of Issuing Private Activity Bonds in Arizona?
What Is the General Process of Issuing Private Activity Bonds in Arizona?
 
How to Do a Venture Capital Financing
How to Do a Venture Capital FinancingHow to Do a Venture Capital Financing
How to Do a Venture Capital Financing
 
How to Prepare Your Startup for Venture Capital Investment
How to Prepare Your Startup for Venture Capital InvestmentHow to Prepare Your Startup for Venture Capital Investment
How to Prepare Your Startup for Venture Capital Investment
 
How To Relocate An International Startup to Silicon Valley
How To Relocate An International Startup to Silicon ValleyHow To Relocate An International Startup to Silicon Valley
How To Relocate An International Startup to Silicon Valley
 
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
How to Form an Angel or Venture Fund: Legal, Business and Tax StrategiesHow to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
 
8.20.20 How to Relocate Your Startup to Silicon Valley
8.20.20  How to Relocate Your Startup to Silicon Valley8.20.20  How to Relocate Your Startup to Silicon Valley
8.20.20 How to Relocate Your Startup to Silicon Valley
 
7.23.20 How to Raise Seed Funding for Your Startup: Convertible Notes and S...
7.23.20   How to Raise Seed Funding for Your Startup: Convertible Notes and S...7.23.20   How to Raise Seed Funding for Your Startup: Convertible Notes and S...
7.23.20 How to Raise Seed Funding for Your Startup: Convertible Notes and S...
 
DOL's Fiduciary Definition Re-Proposal
DOL's Fiduciary Definition Re-ProposalDOL's Fiduciary Definition Re-Proposal
DOL's Fiduciary Definition Re-Proposal
 
Startup Tax - budget 2020 and beyond
Startup Tax - budget 2020 and beyondStartup Tax - budget 2020 and beyond
Startup Tax - budget 2020 and beyond
 
How to Prepare Your Startup for Venture Capital Investment - Part 1
How to Prepare Your Startup for Venture Capital Investment - Part 1How to Prepare Your Startup for Venture Capital Investment - Part 1
How to Prepare Your Startup for Venture Capital Investment - Part 1
 
Startups, Venture Capital and Angel Funding in a Reopened Economy
Startups, Venture Capital and Angel Funding in a Reopened Economy    Startups, Venture Capital and Angel Funding in a Reopened Economy
Startups, Venture Capital and Angel Funding in a Reopened Economy
 
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
How to Form an Angel or Venture Fund: Legal, Business and Tax StrategiesHow to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
 
SBA Small Business Administration SEED lender training April 3rd 2014
SBA Small Business Administration SEED lender training April 3rd 2014SBA Small Business Administration SEED lender training April 3rd 2014
SBA Small Business Administration SEED lender training April 3rd 2014
 
Bulletin #42 - Canadian Government to Support SR&ED Lenders
Bulletin #42 - Canadian Government to Support SR&ED LendersBulletin #42 - Canadian Government to Support SR&ED Lenders
Bulletin #42 - Canadian Government to Support SR&ED Lenders
 
International Foreign Investment in US Real Estate
International Foreign Investment in US Real EstateInternational Foreign Investment in US Real Estate
International Foreign Investment in US Real Estate
 
Sba Loans - The Ultimate Guide
Sba Loans - The Ultimate GuideSba Loans - The Ultimate Guide
Sba Loans - The Ultimate Guide
 

Viewers also liked

Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - November ...
Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - November ...Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - November ...
Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - November ...Safeguard Scientifics
 
AkzoNobel Q4 2012 and Full Year 2012 Results Investor Update Presentation
AkzoNobel Q4 2012 and Full Year 2012 Results Investor Update PresentationAkzoNobel Q4 2012 and Full Year 2012 Results Investor Update Presentation
AkzoNobel Q4 2012 and Full Year 2012 Results Investor Update PresentationAkzoNobel
 
Anlegerstudie 2012 - Informationsanforderungen von Privatanlegern und Perspek...
Anlegerstudie 2012 - Informationsanforderungen von Privatanlegern und Perspek...Anlegerstudie 2012 - Informationsanforderungen von Privatanlegern und Perspek...
Anlegerstudie 2012 - Informationsanforderungen von Privatanlegern und Perspek...Kristin Koehler
 
2014 02 27 4T13 Conference Call
2014 02 27 4T13 Conference Call2014 02 27 4T13 Conference Call
2014 02 27 4T13 Conference CallWEG
 
Guyana Goldfields August 2012 investor presentation
Guyana Goldfields August 2012 investor presentationGuyana Goldfields August 2012 investor presentation
Guyana Goldfields August 2012 investor presentationjwagenaar734
 
Powi investor presentation july 2014
Powi investor presentation july 2014Powi investor presentation july 2014
Powi investor presentation july 2014Irpowerintegrations
 
1998 Yahoo Investor Report
1998 Yahoo Investor Report1998 Yahoo Investor Report
1998 Yahoo Investor Reportmrgwhillickers
 
AMG Investor Presentation Q2 2011 August
AMG Investor Presentation Q2 2011 AugustAMG Investor Presentation Q2 2011 August
AMG Investor Presentation Q2 2011 AugustAMG
 
allstate Quarterly Investor Information Earnings Press Release 2005 2nd
allstate Quarterly Investor Information Earnings Press Release 2005 2ndallstate Quarterly Investor Information Earnings Press Release 2005 2nd
allstate Quarterly Investor Information Earnings Press Release 2005 2ndfinance7
 
Third Point Reinsurance Ltd. Investor Presentation
Third Point Reinsurance Ltd. Investor PresentationThird Point Reinsurance Ltd. Investor Presentation
Third Point Reinsurance Ltd. Investor Presentationirthirdpointre
 
PVA Jefferies Investor Presentation 2012
PVA Jefferies Investor Presentation 2012PVA Jefferies Investor Presentation 2012
PVA Jefferies Investor Presentation 2012PennVirginiaCorp
 
IFC Investor Presentation
IFC Investor PresentationIFC Investor Presentation
IFC Investor Presentationmehradahari
 
Tvi investor presentation february 2015
Tvi investor presentation february 2015Tvi investor presentation february 2015
Tvi investor presentation february 2015TVI_Pacific
 
Investor Presentation August 2013
Investor Presentation August 2013Investor Presentation August 2013
Investor Presentation August 2013Intact
 
Amg investor presentation december 2010
Amg   investor presentation december 2010Amg   investor presentation december 2010
Amg investor presentation december 2010AMG
 
Pmd -investor_presentation-december_2011
Pmd  -investor_presentation-december_2011Pmd  -investor_presentation-december_2011
Pmd -investor_presentation-december_2011PetroMagdalena
 
Investor presentation mar 2013
Investor presentation   mar 2013Investor presentation   mar 2013
Investor presentation mar 2013Intact
 
October 2012 GUY Investor Presentation
October 2012 GUY Investor PresentationOctober 2012 GUY Investor Presentation
October 2012 GUY Investor Presentationjwagenaar734
 

Viewers also liked (20)

Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - November ...
Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - November ...Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - November ...
Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - November ...
 
AkzoNobel Q4 2012 and Full Year 2012 Results Investor Update Presentation
AkzoNobel Q4 2012 and Full Year 2012 Results Investor Update PresentationAkzoNobel Q4 2012 and Full Year 2012 Results Investor Update Presentation
AkzoNobel Q4 2012 and Full Year 2012 Results Investor Update Presentation
 
Anlegerstudie 2012 - Informationsanforderungen von Privatanlegern und Perspek...
Anlegerstudie 2012 - Informationsanforderungen von Privatanlegern und Perspek...Anlegerstudie 2012 - Informationsanforderungen von Privatanlegern und Perspek...
Anlegerstudie 2012 - Informationsanforderungen von Privatanlegern und Perspek...
 
2014 02 27 4T13 Conference Call
2014 02 27 4T13 Conference Call2014 02 27 4T13 Conference Call
2014 02 27 4T13 Conference Call
 
Guyana Goldfields August 2012 investor presentation
Guyana Goldfields August 2012 investor presentationGuyana Goldfields August 2012 investor presentation
Guyana Goldfields August 2012 investor presentation
 
Powi investor presentation july 2014
Powi investor presentation july 2014Powi investor presentation july 2014
Powi investor presentation july 2014
 
1998 Yahoo Investor Report
1998 Yahoo Investor Report1998 Yahoo Investor Report
1998 Yahoo Investor Report
 
AMG Investor Presentation Q2 2011 August
AMG Investor Presentation Q2 2011 AugustAMG Investor Presentation Q2 2011 August
AMG Investor Presentation Q2 2011 August
 
Aimia reports fourth quarter & full year results
Aimia reports fourth quarter & full year resultsAimia reports fourth quarter & full year results
Aimia reports fourth quarter & full year results
 
allstate Quarterly Investor Information Earnings Press Release 2005 2nd
allstate Quarterly Investor Information Earnings Press Release 2005 2ndallstate Quarterly Investor Information Earnings Press Release 2005 2nd
allstate Quarterly Investor Information Earnings Press Release 2005 2nd
 
Third Point Reinsurance Ltd. Investor Presentation
Third Point Reinsurance Ltd. Investor PresentationThird Point Reinsurance Ltd. Investor Presentation
Third Point Reinsurance Ltd. Investor Presentation
 
CLIFFS DEC 2010 Investor Slide Deck
CLIFFS DEC 2010 Investor Slide DeckCLIFFS DEC 2010 Investor Slide Deck
CLIFFS DEC 2010 Investor Slide Deck
 
PVA Jefferies Investor Presentation 2012
PVA Jefferies Investor Presentation 2012PVA Jefferies Investor Presentation 2012
PVA Jefferies Investor Presentation 2012
 
IFC Investor Presentation
IFC Investor PresentationIFC Investor Presentation
IFC Investor Presentation
 
Tvi investor presentation february 2015
Tvi investor presentation february 2015Tvi investor presentation february 2015
Tvi investor presentation february 2015
 
Investor Presentation August 2013
Investor Presentation August 2013Investor Presentation August 2013
Investor Presentation August 2013
 
Amg investor presentation december 2010
Amg   investor presentation december 2010Amg   investor presentation december 2010
Amg investor presentation december 2010
 
Pmd -investor_presentation-december_2011
Pmd  -investor_presentation-december_2011Pmd  -investor_presentation-december_2011
Pmd -investor_presentation-december_2011
 
Investor presentation mar 2013
Investor presentation   mar 2013Investor presentation   mar 2013
Investor presentation mar 2013
 
October 2012 GUY Investor Presentation
October 2012 GUY Investor PresentationOctober 2012 GUY Investor Presentation
October 2012 GUY Investor Presentation
 

Similar to Investor Summary2014

Invest in private / hard money loans
Invest in private / hard money loansInvest in private / hard money loans
Invest in private / hard money loansshoppingintexas
 
How to Structure Venture Capital Term Sheets for a Win-Win Deal
 How to Structure Venture Capital Term Sheets for a Win-Win Deal      How to Structure Venture Capital Term Sheets for a Win-Win Deal
How to Structure Venture Capital Term Sheets for a Win-Win Deal ideatoipo
 
FATCA: Withholding Tax Securities
FATCA: Withholding Tax SecuritiesFATCA: Withholding Tax Securities
FATCA: Withholding Tax SecuritiesBroadridge
 
Crowdfunding Basics and the Impact on Angel Investors
Crowdfunding Basics and the Impact on Angel InvestorsCrowdfunding Basics and the Impact on Angel Investors
Crowdfunding Basics and the Impact on Angel InvestorsLynn M. Miller
 
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective Financial Poise
 
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEs
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsHow to Raise Seed Funding for Your Startup: Convertible Notes and SAFEs
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
 
Hudson Chamber Mrfl Overview Slides
Hudson Chamber   Mrfl Overview SlidesHudson Chamber   Mrfl Overview Slides
Hudson Chamber Mrfl Overview Slidesmlhommedieu
 
Legal structures to attract investors and penetrate the global market
Legal structures to attract investors and penetrate the global market  Legal structures to attract investors and penetrate the global market
Legal structures to attract investors and penetrate the global market EkoInnovationCentre
 
Investor welcome guide 2018
Investor welcome guide 2018Investor welcome guide 2018
Investor welcome guide 2018PeterBenson26
 
Financial Planning and Analysis
Financial Planning and AnalysisFinancial Planning and Analysis
Financial Planning and AnalysisFortaleza Capital
 
Murtha Cullina - Crowdfunding and Angel Investors 2012
Murtha Cullina - Crowdfunding and Angel Investors 2012Murtha Cullina - Crowdfunding and Angel Investors 2012
Murtha Cullina - Crowdfunding and Angel Investors 2012Paige Rasid
 
Qualifying Presentation 2010
Qualifying Presentation 2010Qualifying Presentation 2010
Qualifying Presentation 2010MBritos
 
IG Intro
IG IntroIG Intro
IG Introwilku
 
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)Financial Poise
 
Reedland Capital Partners: DEBT ADVISORY SERVICES
Reedland Capital Partners: DEBT ADVISORY SERVICESReedland Capital Partners: DEBT ADVISORY SERVICES
Reedland Capital Partners: DEBT ADVISORY SERVICESRob Schachter
 

Similar to Investor Summary2014 (20)

Invest in private / hard money loans
Invest in private / hard money loansInvest in private / hard money loans
Invest in private / hard money loans
 
fina book
fina bookfina book
fina book
 
How to Structure Venture Capital Term Sheets for a Win-Win Deal
 How to Structure Venture Capital Term Sheets for a Win-Win Deal      How to Structure Venture Capital Term Sheets for a Win-Win Deal
How to Structure Venture Capital Term Sheets for a Win-Win Deal
 
IFMC PROFILE
IFMC PROFILEIFMC PROFILE
IFMC PROFILE
 
FATCA: Withholding Tax Securities
FATCA: Withholding Tax SecuritiesFATCA: Withholding Tax Securities
FATCA: Withholding Tax Securities
 
Crowdfunding Basics and the Impact on Angel Investors
Crowdfunding Basics and the Impact on Angel InvestorsCrowdfunding Basics and the Impact on Angel Investors
Crowdfunding Basics and the Impact on Angel Investors
 
Mackie research capital wealth managent
Mackie research capital wealth managentMackie research capital wealth managent
Mackie research capital wealth managent
 
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
 
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEs
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsHow to Raise Seed Funding for Your Startup: Convertible Notes and SAFEs
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEs
 
Hudson Chamber Mrfl Overview Slides
Hudson Chamber   Mrfl Overview SlidesHudson Chamber   Mrfl Overview Slides
Hudson Chamber Mrfl Overview Slides
 
Legal structures to attract investors and penetrate the global market
Legal structures to attract investors and penetrate the global market  Legal structures to attract investors and penetrate the global market
Legal structures to attract investors and penetrate the global market
 
Investor welcome guide 2018
Investor welcome guide 2018Investor welcome guide 2018
Investor welcome guide 2018
 
Financial Planning and Analysis
Financial Planning and AnalysisFinancial Planning and Analysis
Financial Planning and Analysis
 
Legacy Trust Company Ltd.
Legacy Trust Company Ltd.Legacy Trust Company Ltd.
Legacy Trust Company Ltd.
 
Legacy trust company ii
Legacy trust company iiLegacy trust company ii
Legacy trust company ii
 
Murtha Cullina - Crowdfunding and Angel Investors 2012
Murtha Cullina - Crowdfunding and Angel Investors 2012Murtha Cullina - Crowdfunding and Angel Investors 2012
Murtha Cullina - Crowdfunding and Angel Investors 2012
 
Qualifying Presentation 2010
Qualifying Presentation 2010Qualifying Presentation 2010
Qualifying Presentation 2010
 
IG Intro
IG IntroIG Intro
IG Intro
 
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)
 
Reedland Capital Partners: DEBT ADVISORY SERVICES
Reedland Capital Partners: DEBT ADVISORY SERVICESReedland Capital Partners: DEBT ADVISORY SERVICES
Reedland Capital Partners: DEBT ADVISORY SERVICES
 

Investor Summary2014

  • 1. Investment Opportunity Juris Capital Inc. - Company Overview Serving primarily the legal community, Juris Capital Inc. is a financial services Company offering a new twist on lending. Loans are designed for those who need it most - individuals going through a divorce or other family law matter, and who may not otherwise be able to finance their legal costs. Juris works closely with law firms to ensure that loans are adequately secured, keeping investments safe. The term of a loan will generally be between 6-24 months with interest rates expected to average 22% per annum. Juris is first to market and specifically target family law lending in Western Canada and Ontario. Juris Capital Inc. will also fund estate litigation and general real estate endeavors typical of most Mortgage Investment Corporations (MICs). Investment Highlights • Annual Target Return to Investor – 10% • Investment Structure- Mortgage Investment Corporation (“MIC”) • Registered Plan eligible • Concentration Risk – no single loan shall exceed more than 10% of the total assets of the fund, thus reducing risk • Leading Edge – first to aggressively market and specifically fund family law matters in Western Canada and Ontario • Opportunity to grow with an innovative start-up business in an expanding, untapped market Transaction Summary • Intended to raise up to $50M growth capital over 10 years Contact Katherine Kowalchuk, President & CEO 403-604-6611 katherine@juriscapital.ca 11206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca
  • 2. Investment Opportunity Background Juris Capital Inc. (also referred to as “Juris” or “Company”) is a new company that specializes in financial services primarily to people needing family law legal services, estate litigation and those who require a loan related to real estate. Juris operates in Calgary, Alberta, Canada and offers short-term funding for clients who fall into three streams: a) Family law clients who need to engage a lawyer but may not have access to funding; b) Litigants who have an interest in an Estate; and c) Individuals or businesses who are engaged in real estate (including development) where short and/or long term loans may be required. The Company was incorporated in December, 2014 as a Mortgage Investment Corporation and intends to raise an aggregate of $50M over 10 years with the first tranche of $1.5M in year one. Juris is operated, in part, by a legally trained professional currently practicing in the area of family law, with over 13 years of real estate (commercial and residential), banking and finance law, family law, wills/estate law, as well as corporate and commercial law experience. The unique feature of Juris is that family law financing is its key business component. Juris is a leading edge Company that intends to aggressively market and target a virtually untapped market in Canada. The initial focus for lending will be in Alberta, with expansion across Western Canada and into Ontario within the first three years of operating. Mortgage Investment Corporation Juris is a Mortgage Investment Corporation (“MIC”), which is a creation of the Canada Income Tax Act. A MIC is a “flow through” investment vehicle and must distribute 100% of its net profit to its investors every year. It is not designed to accumulate profit. Dividends paid to MIC investors are treated as interest income for tax purposes. Investors appreciate that a MIC investment is uniquely Canadian and secured by real property located only in Canada. These are simple important facts that make the MIC such a comfortable, easy-to-understand investment compared to the many of complex financial products being offered daily to the public. Simplicity is one of the MIC’s most popular attributes. All of Juris’ loans will meet the requirements of the Canada Income Tax Act.. By structuring itself as a MIC, investment in Juris will be eligible to be held in registered plans (i.e. RRSP, RESP etc.). 21206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca
  • 3. Investment Opportunity The initial offering will be to raise $1.5 Million by the issuance of non-voting preferred shares in Juris, with an expected annualized targeted return to investors of 10%. Location The Company’s offices are located in a warehouse facility (turned into offices) just east of Calgary's downtown, in an area known as Inglewood. The office currently shares space with Juris’ main principal’s other businesses; Law Boutique and Divorce Ink. Products and Services Juris’ portfolio will consist of loans for family law and estate legal matters and real estate. The Company reviews each potential client carefully and develops a solution that makes sense for the borrower. A typical product will be financing as follows: a) For Family law clients and estate litigation clients, short-term loans in the amount of $10,000 to $100,000 with interest rates based on due diligence (expected to average 22% per annum, calculated monthly). Interest accrues from the date the loan is advanced but is payable at the end of the term of the loan. This will assist Juris with cash flow and provide a faster return to investors. Where appropriate, in addition to the solicitor’s opinion and undertaking to pay settlement funds to Juris, Juris will also secure its interest with, inter alia, mortgages, general security agreements and guarantees to protect the loans and other security as may be available. b) For Real Estate Clients, short-term loans in the amount of $100,000.00 to $1 million with interest rates based on due diligence (expected to average in the range of 8-14% per annum, calculated monthly). Mortgages, general security agreements, guarantees and the like will be obtained to protect the loans. With respect to its family law lending product, Juris will only be dealing with clients who have engaged a law firm. Juris will be conducting thorough due diligence prior to agreeing to fund any legal need. However, if an individual has bad credit or no collateral assets, that does not necessarily mean he or she will not qualify for a loan. Juris is designed exactly for these sorts of individuals who cannot otherwise obtain conventional or other financing. Further, Juris can also assist those individuals who have perfect credit and tangible assets when they need a loan to cover legal services. Market Segmentation and Target Market Juris is incorporated in Alberta with headquarters in Calgary. While the company targets Alberta at the present time, the goal is to offer financial assistance to individuals all across Western Canada and Ontario. 31206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca
  • 4. Investment Opportunity Juris’ primary lending product will be loans for family law clients, specifically those individuals who have tangible assets to secure against and who will almost always be guaranteed a settlement. This settlement will be used to pay back the Juris loan. Whether the borrower is legally married or in a common law relationship, when a break up occurs, lawyers are needed, especially when there is joint property and children involved. The rising occurrence of divorce (or breakdown in a common law relationship) in Canada (and worldwide) and the lack of accessibility to legal services are a perfect marriage (pardon the pun) for a company such as Juris. Further, there are no age restrictions with respect to who might avail themselves of Juris’ product. Individuals and families, from 18 years or older are all candidates to support Juris’ customer base. Structural Overview Juris will initially have the following departments: 1. Management - President and CEO - Katherine Kowalchuk, BA, LLB 2. Chief Operating Officer – Estee Langis 3. Credit Evaluation and Underwriting – Credit Committee 4. Exempt Market Dealer, Investment Fund Manager & Restricted Portfolio Manager – BMG Financial Service Corp. 5. Sales/Marketing 6. Investor Relations The People Katherine Kowalchuk – President & CEO Katherine is a practicing lawyer in Calgary, Alberta, with 13 years’ experience in the industry. She owns Law Boutique, a law firm offering primarily family law services and also owns Divorce Ink Ltd., a family law marketing company. She practices in real estate law, banking and finance law, wills/estate law, and corporate/commercial law. As a lawyer practicing in family, real estate, banking and finance, Katherine has a good grasp on the assets, liabilities and income as well as understands how the target client’s particular legal matter will be resolved. She also has a firm understanding of the nature of security required to ensure minimal default rates including, but not limited to, mortgages, general security agreements, guarantees, assignment of receivables, postponement of shareholders’ loans, assignments and directions to pay (among other types of security), ensuring that Juris is paid back for any loan made. 41206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca
  • 5. Investment Opportunity Estee Langis, COO Estee brings a wealth of experience to the sales and marketing segment of Juris Capital. Estee has worked in sales and marketing management for over 15 years, particularly in the strategic planning and development of top performing sales teams. Estee has played a significant role in the transition of traditional media to digital platforms providing leading edge solutions including Search Engine Optimization, Marketing and website development. She has extensive knowledge in revenue and growth performance indicators as well as New Market and Product Penetration & Development. She has worked previously in setting up and raising funds for a several start-ups as well as a junior oil and gas company in Calgary. BMG Financial Services Corp. BMG is registered as an exempt market dealer (EMD) in BC, AB, SK, MB and ON and is registered as a restricted portfolio manager (RPM) and investment fund manager (IFM). Nathan Bernhardt is the President and Chief Compliance Officer of BMG. 51206 20 Avenue SE, Calgary, AB T2G 1M8 * Ph. 403-453-1529 ext. 502* www.juriscapital.ca