2. WHO WE ARE
FINRAApproved SaaS Platform
Investor Network
USTW, Inc. is the holding company for the following companies CF Portal Inc.
Crowdfunder Investment Network LLC Crowdfunder Financial Services Inc.
Crowdfunder VC Index Fund GP, LLC Rocket Hub
WHAT
WE OFFER
FINRA and SIPC licensed
Broker Dealer
cfinvestments
An investment in the parent company of Crowdfunder
Investors receive a 20% discount into our next financing round
The total raise is $4,000,000
Investment Advisors
Fund Management
cftechnology cfsecurities
3. INVESTOR NETWORK ISSUERS FUNDED
… and more
+
Dave McClure
500 Startups
Tim Draper
Venture
Capitalist
Cindy Whitehead
Founder & CEO
… and more
+
4. Metrics as of 8/12/2019
Our Index Fund
has an equity
positions in over
90 companies.
The VC Index Fund is
unique in that it has
the ability to scale
past any other
traditional VC fund,
allowing it to
potentially yield
much higher returns,
with lower portfolio
risk.”
Tim Draper
“
ACCOMPLISHMENTS
KEY METRICS
1 Accredited Investors 19,378
2 Platform Users 227,444
3 Average Raise Reservation $1,390,934
4 Total Investment Commitments $468,744,841
5. THE PROBLEM – Misalignment
Excluded from Private Markets that create
2.5x more wealth
Need access to investors & capitalISSUERS
INVESTORS
INSTRUMENTS Crowdfunding remains complicated & fragmented
8. 117% Growth
FULL EQUITY CROWDFUNDING (REG A)
2018 = $2.3B 2022 = $5.0B
REGULATION CROWDFUNDING (REG CF)
2018 = $113M 2021 = $500M
342% Growth
Expanding Revenue opportunity with addition of our Broker Dealer / Reg A Fees
8
Source:
CF = Crowdfund Capital Advisors / NCFA
Reg A = dbbmckennon / ChicagoBoothReview
MARKET OPPORTUNITY
Crowdfunding Fast-Growing Market
9. PRODUCT EXPANSION
Mobile Matching…
Swipe Right to Invest…
Issuers gain access to more
Capital
I’m interested
“Our Crowd” gains
access, through our Data
& Technology
This Data Product in development
Company Investor
✓
IT’S A MATCH!
Continue searching
Send message
10. $50k – $1m
$1 – $20m
$20m +
SWEETSPOT:
Life & Plant Science
Health & Wellness
Med-Tech
Cannabis
Tech
Energy
Muni Bonds
Infrastructure
Consumer Products
Verticals: Investment:
11. GO TO
MARKET PLAN
Expanding our reach to scale revenue
Investment Platform
& Network
Expand
Footprint
Scale & Activate
Completed Completed In Process
• 227K Members
• 19K Accredited Investors
• 337 Companies Funded
• Vertical Integration of
SaaS / Broker Dealer / Fund
• Rocket Hub Acquisition
• Financial Instruments
• CrowdFunder X
• Investor Pool
13. TEAM SALES & BD
OPERATIONS
IT Team
FINANCE
ACTIVATION
MARKETING
FINRA Brokers
Kendall Almerico
Regulation-A
Expert
Reagan Lyons
Dir. of Operations
Laura Anne
Edwards
Strategic
Partnerships
Sabrina Jiang
Lead
Engineer
Ron de la
Fuente
Sales
Activator
Accounting Staff
Sam Guzik
Legal Counsel
Jason McKinley
Chief Strategist
Rich McKinley
CTO
Skip Streets
CEO
14. COMPETITIVE
LANDSCAPE
SERVICES
All Regulations Supported ✓ ✓
All Verticals Represented (incl. Cannabis) ✓ ✓ ✓
Broker Dealer Ownership ✓ ✓ ✓ ✓
Integrated Investment Fund ✓ ✓
Non-Accredited & Accredited Investors ✓ ✓ ✓
VCs & Angel Networks ✓ ✓ ✓
White Label Platform ✓
Social Network for Startups ✓
16. INVESTMENT
OPPORTUNITY
• A SAFE (security agreement for future equity) with a 20% discount to next round
• Total Raise of $4,000,000
• ????
Accomplished
Expansion: Acquired
Rocket Hub in May
2019
Pipeline: Partnered
with leading Regulation
A Law Firms
This is not an offer to buy or sell securities. See offering
documents. Terms are subject to change. There is a risk of full loss
of principal.
USE OF FUNDS 4,000,000
PERCENTAG
E
Customer Acquisition $225,000 15.00%
Development and Technology $450,000 30.00%
Sales $300,000 20.00%
Marketing $300,000 20.00%
Operating Expense $225,000 15.00%
TOTAL & (CHECK) 100.00%
18. Disclaimers
THIS PRESENTATION HAS BEEN PREPARED SOLELY FOR USE BY PROSPECTIVE INVESTORS OF CROWDFUNDER, INC. (”COMPANY”) AND INFORMATION PRESENTED HEREIN IS GENERAL AND
NEITHER AN OFFER TO SELL, NOR A SOLICITATION OF AN OFFER TO BUY, AN INTEREST IN THE COMPANY. ANY OFFER TO SELL OR SOLICITATION OF AN OFFER TO BUY AN INTEREST IN THE
COMPANY MUST BE ACCOMPANIED BY ITS CURRENT CONFIDENTIAL OFFERING OR RISK DISCLOSURE DOCUMENT. FURTHER, THIS PRESENTATION IS PROVIDED IN CONNECTION WITH A
PRIVATE OFFERING TO ACCREDITED INVESTORS, WHEREBY SUCH INTERESTS ARE NOT REGISTERED WITH THE SECURITIES ACT OF 1933, AS AMENDED, OR ANY STATE SECURITIES LAWS
OR THE LAWS OF ANY FOREIGN JURISDICTION. THE COMPANY IS NOT REGISTERED AS AN INVESTMENT COMPANY UNDER THE U.S. INVESTMENT COMPANY ACT OF 1940, AS AMENDED (THE
“COMPANY ACT”). CONSEQUENTLY, INVESTORS WILL NOT BE AFFORDED THE PROTECTIONS OF THE COMPANY ACT.
BY YOUR ACCEPTANCE OF THIS PRESENTATION, YOU UNDERSTAND, ACKNOWLEDGE, AND AGREE THAT THE INFORMATION IS CONFIDENTIAL AND PROPRIETARY, AND YOU MAY NOT COPY,
TRANSMIT OR DISTRIBUTE SUCH INFORMATION OR THE PRESENTATION, OR ANY DATA OR OTHER INFORMATION CONTAINED THEREIN, OR AUTHORIZE SUCH ACTIONS BY OTHERS, WITHOUT
THE COMPANY’S EXPRESS PRIOR WRITTEN CONSENT, EXCEPT THAT YOU MAY SHARE THIS PRESENTATION WITH YOUR PROFESSIONAL ADVISORS. ANY VIOLATION OF THE ABOVE MAY
CONSTITUTE A BREACH OF CONTRACT AND APPLICABLE COPYRIGHT LAWS. IN ADDITION YOU (i) ACKNOWLEDGE THAT YOU MAY RECEIVE MATERIAL NONPUBLIC INFORMATION RELATING TO
PARTICULAR SECURITIES OR OTHER FINANCIAL INSTRUMENTS AND/OR THE ISSUERS THEREOF; (ii) ACKNOWLEDGE THAT YOU ARE AWARE THAT APPLICABLE SECURITIES LAWS PROHIBIT
ANY PERSON WHO HAS RECEIVED MATERIAL, NONPUBLIC INFORMATION REGARDING PARTICULAR SECURITIES AND/OR AN ISSUER THEREOF FROM (a) PURCHASING OR SELLING SUCH
SECURITIES OR OTHER SECURITIES OF SUCH ISSUER OR (b) COMMUNICATING SUCH INFORMATION TO ANY OTHER PERSON UNDER CIRCUMSTANCES IN WHICH IT IS REASONABLY
FORESEEABLE THAT SUCH PERSON IS LIKELY TO PURCHASE OR SELL SUCH SECURITIES OR OTHER SECURITIES OF SUCH ISSUER; AND (iii) AGREE TO COMPLY IN ALL MATERIAL RESPECTS
WITH SUCH SECURITIES LAWS. CROWDFUNDER AND ITS AFFILIATES HAVE NOT INDEPENDENTLY VERIFIED THIRD-PARTY INFORMATION THAT MAY BE INCLUDED AND MAKES NO
REPRESENTATION OR WARRANTY AS TO ITS ACCURACY OR COMPLETENESS. THE INFORMATION AND OPINIONS EXPRESSED ARE AS OF THE DATE SET FORTH THEREIN.
CROWDFUNDER, INC. IS NOT REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION OR A MEMBER OF A SELF REGULATORY ORGANIZATION SUCH AS THE FINANCIAL INDUSTRY
REGULATORY AUTHORITY OR NATIONAL FUTURES ASSOCIATION.
ALL GRAPHS AND CHARTS ARE FOR ILLUSTRATIVE PURPOSES ONLY UNLESS OTHERWISE THEREIN DEFINED.
THIS CLIENT LIST IS NOT IN ANY WAY PURPORTED TO BE A COMPLETE LIST OF CROWDFUNDER’S CLIENTS. THE EXPERIENCE OF THE EXISTING CLIENTS WHOSE NAMES ARE INCLUDED ON
THIS LIST IS NOT NECESSARILY REPRESENTATIVE OF THE EXPERIENCE OF OTHER CLIENTS.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS, AND THE PERFORMANCE OF EACH INVESTMENT PRODUCT COULD BE VOLATILE. AN INVESTMENT IN AN
INVESTMENT PRODUCT IS SPECULATIVE AND INVOLVES SUBSTANTIAL RISK (INCLUDING THE POSSIBLE LOSS OF THE ENTIRE INVESTMENT). NO ASSURANCE CAN BE GIVEN THAT ANY
INVESTMENT PRODUCT WILL ACHIEVE ITS OBJECTIVES OR AVOID SIGNIFICANT LOSSES.
ANY REPRODUCTION OR DISTRIBUTION OF THIS PRESENTATION, IN WHOLE OR IN PART, OR THE DISCLOSURE OF ITS CONTENTS, WITHOUT THE PRIOR WRITTEN CONSENT OF THE COMPANY
IS PROHIBITED. THIS PRESENTATION WILL BE RETURNED TO CROWDFUNDER UPON REQUEST. THE EXISTENCE AND NATURE OF ALL CONVERSATIONS REGARDING THE COMPANY MUST BE
18
19. PRIVATE & CONFIDENTIAL DO NOT DISTRIBUTE
Join our crowd!
Successful
Crowdfunding
For Everyone
21. WEALTH IS
GENERATED IN
THE PRIVATE
MARKETS
MEANWHILE
Apple
(1980)
Microsoft
(1986)
Oracle
(1986)
Amazon
(1997)
Google
(2004)
Salesforce
(2004)
Linkedin
(2011)
Yelp
(2012)
Facebook
(2012)
Twitter
(2013)
800x
600x
400x
200x
Public value creation
Private value creation
22. Regulation Crowdfunding Surpasses $250,000,000 in
Commitments
The Model is Working but its Potential is Much Greater
See article from Aug 7, 2019 from Kendall
22
23. A push to let mom and pop
invest in startups
https://www.axios.com/mom-and-pop-
investors-private-companies-ipo-28e55aaf-
aa67-4023-a99b-7bded624fe76.html
23
24. Illustration: Sarah Grillo/Axios
There is a revived push to allow mom-and-pop investors to buy shares in private companies,
something from which they have been generally prohibited.
The state of play: At issue is how a lot of startup value creation has become over-weighted to the
private markets, with fewer gains being generated post-IPO.
It wasn't always this way. Amazon, for example, went public in 1997 with a market cap of just
$382 million. Google took the plunge 8 years later at a $23 billion market cap, still just a fraction of
its subsequent worth.
Combined, the two companies raised less than $100 million in venture capital — in a pre-cloud era
of higher fixed IT costs.
Today, 4 different startups announced $100 million+ rounds.
The current environment was created by 3 main factors:
Low interest rates. This forced investors to search for yield, in order to beat the benchmarks, and 24
Notas do Editor
I mentioned this before, but “Crowdfunder” is not the business name or a DBA is it? I think using “Crowdfunder” generically like this is problematic. Nobody is investing in “Crowdfunder” – they are investing is USTW. But, this is a call for the lawyers, not me.
Also cfsecurities – is this the legal name or a DBA? I’m guessing FINRA would have something to say about this, if it is not the official name of the BD. Again, ask your lawyers, but be very careful here!
I assume these numbers are accurate? Seems pretty exact (19,378 accredited investors) – I’ve always heard the number as 14,000. Just be sure whatever numbers you use here are 100% accurate and verifiable. FINRA may come in and ask for documentation. Again, legal issue – make sure the lawyers approve this.
We ignite the fire of Reg A & Crowdfunding: like a Fire Triangle
Our magic… Fully Vertical Integrated Business and Hybrid/Bridge Funding
You need legal review of this. It is for Crowdfunder Inc., which is not the entity investors are investing in. It has a two year old copyright. I’ll bet you need specific disclaimers for the BD based on FINRA rules. This should be reviewed/written by your legal counsel.
