Data-driven Success Harnessing the power of human and machine intelligence to identify, invest in and propel the most promising startups

Confidential Document

Property of CrowdSmart

We are a SaaS technology company with a startup investment business focus. Our technology better predicts startup success by harnessing expert communities and data science technologies. We partner with top accelerators, universities and investor groups to access the best startups and brightest expert communities. We partner with Family Offices to seed fund the best startups

What We Do

Business Plan Summary

We have been called “The ultimate startup platform.” !!Our unfair competitive advantage is the ability to leverage (1) centers for startup excellence, (2) associated affinity communities with deep expertise and (3) machine learning technologies - to identify and propel the most promising startups. Our technology enables this at a scale and accuracy never before possible.

Business Plan Overview

Startups! Expert Groups!Investors & Mentors!

CrowdSmart Partners:!Accelerators, Universities, Angel Groups

Startup Rating!

Family Office Investors!

Experts Investors!+!

Significant Traction Since Early 2016 Launch

User  Adop*on  •  Agreement  with  UC  Regents  •  Ac*ve  at  UCLA,  UCB  and  UCI  •  Signed  agreement  with  Skydeck  •  50+  startups  have  been  rated  •  1,000+  par*cipants  have  rated  •  >  4,000  user  ra*ngs  and  rankings      

Product  and  Technology  •  Core  tech  -­‐  15yrs  proven  success  •  First  major  launch:  UCLA  2/17/16  •  >300%  incr.  in  usage  since  launch  •  >5,000  site  visitors  thru  May  •  >18k  pg.  views,  most  since  March      

Deal  Flow  •  WS  -­‐  VC  group    •  Berkeley-­‐based  accelerator  •  Cove  –  UCI  accelerators  •  Interna*onal  leading  accelerator  •  10+  USA  universi*es  

•  Japanese  VC  +  4  universi*es      

Capital  and  Revenues  •  Signed  first  family  office  investor  •  Raised  1st  $500k  in  seed  capital  •  Closing  2nd  $500k  in  seed  capital  •  Genera*ng  ini*al  revenues  •  1st  startup  investment,  3  in  progress  

   

Market Need – Identify & Propel Top Startups

250,000!Pre-Funded Startup Deals

50,000!Funded University IP Initiatives

70,000!Annual Funded Startups

Limited startup data Invest based on “Gut” Herd Mentality Fragmented Inefficient for investors Inefficient for startups

7,000!Annual Follow-on Funding & Exits

$30 Billion!

$80 Billion!

$70 Billion!

CrowdSmart identifies and invests in promising startups !earlier and can help them succeed!

7,000

300,000 2.3% success

Low Success Rate

The CrowdSmart Platform"Turns qualitative feedback into predictive quantitative data

“What do you think about when you open your LEGO set and begin building?”

Can you turn responses to a question like:

Into predictive quantitative data?

Yes!

Past experience with business predictions

Successfully predicted: New products / Market opportunities / Business pivots

Success Stories: NBC Lego P&G General Motors American Express Intuit … many others

Platform Technology Benefits "Identifying truly “break-out” startups from simply “cool” ones

•  Startup Investment Readiness (SIR) scores, a “FICO-like” score for startups

•  Startups learn what is needed to improve market traction, investment metrics and SIR scores

•  Investors get SIR deal flow, accelerate due

diligence and build superior startup portfolios

Example of Live-Event using CrowdSmart’s “Radar”

http://bit.ly/mentive

Investor / audience members score startup immediately following live pitch. Drags orange circle to desired rating.

1

Audience member adds ideas and reason for score. Then… Selects and ranks ideas submitted by other audience members

23

Investors / startups get quantitative and predictive data"Partial investor dashboard shown here (Startup’s dashboard is more extensive)

Overall event rating for startup

Top five rank-ordered ideas and feedback from participants

Startup Ratings From Relevant Groups St

artu

p G

row

th!

Timeline!

Advisers!Mentors!Experts!Prospects!Social media!Expert Panel!

Event audience!Likely investors !Industry experts!Early adopters!Affinity groups!Expert panel !

Customers!Thought leaders!Investors!Media reach!

Customers!Investors!Financial metrics!Competitive ranking!

Who

Rat

es!

Stag

e!

Seed Funded!Pre-Funded! Series A!

Family Office Investment Model

CrowdSmart provides Family Office investors with high quality, programmatic direct investing in portfolios of top rated startups. Invest by university, market vertical and other segmentation

= $ Startup Investment

Investor!1!

Investor!2!

Investor!5!+! +…! Family Office

Investment!+!+!High CS!Rating!

The Kauffman Foundation recommendation to institutional investors: “Invest directly in a portfolio of new companies.”

Business Metrics Building a $100 Million Annual Business in 5 Years

Business Metric Description 2016 2017 2018 2019 2020

Partners Accelerators, incubators, investor groups, universities

5 50 112 236 300

Startups Curated startups 38 523 2.6k 7.7k 15k

Experts Expert community 1k 47k 501k 2.6M 5M

Investments In top-rated startups 6 78 527 1.6k 3k

CrowdSmart Team

Management Team, previously founded / led 10 technology startups that sold or IPO’d for over $1 billion

Fred Campbell!CEO

Tom Kehler!Chief Scientist

Markus Guehrs!CTO

Scott Pyne!Database Architect

Emily WaskLewicz!VP Product

Kim Polese (Chairman)

Chuck Young PhD UCLA Chancellor Emeritus (Board)

Scott Page, PhD Professor, Univ. of Michigan

Mark Steyvers PhD, Professor, UC Irvine

Richard Swart PhD Research Scholar UC Berkeley

Board of Advisors Science Advisors

Scott Smith, CEO, Viant Capital

Joe Aaron Founder, CEO, Wood, Hat, Silver