AGGREGATOR ELEMENTSADDITIONAL SERVICES

Overview of Aggregator and other Crowdfunding Products

CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett

ENGINE ELEMENTS

① GOV municipal board university board organizational board company board

② BANK community pier-to-pier CF lender

③ COUNSEL legal accounting business organizational

④ CF PRO CF specialist crowdsourcing specialist portal representative

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ENGINE

Security(access control)

Algorithms(internal

processing)

API(output processing)

ENGINE FEATURES

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CRM(database)

DEAL FLOW TO ENGINE

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= SMEs, Inventors, Entrepreneurs, Developers

H

A

DB

G

C

E

F

A. via Gov site, leader and committee recommendations

B. via existing Bank relations with Gov, public/private financings, civic boards, univ financings

C. via Bank site, lending officer, marketing efforts

D. via nexus of local professionals working with Bank, Chamber and Bank relations

E. via Counsels’ sites, cross-marketing, clients, referrals

F. via nexus of CF Pro with local Counsel, including overlap of CF Pro being one of the Counsel, and outside service referrals between the Pro and Counsel

G. via Pro’s site (if any), aggregated Engine marketing, portal referrals

H. via nexus of Pro working with Gov in the establishment and ongoing maintenance of the Engine.

ENGINE

ENGINE IN ACTION

Business or Start-Up (X) comes to ENGINE via any one of A-H methods.

X shares plans, financials with ENGINE via secure platform

ENGINE Elements provide services to X prior to sending to Portal

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ENGINE

STANDARD CROWDFUND LISTING PROCESS1. Upon completion of ENGINE’s work on X, X is advanced to 3rd Party Portal.2. Portal displays X in WINDOW for duration of offering.3. Other offerings (i.e. Y and Z) are displayed in WINDOW by same or other 3rd

Party Portals, which get the offerings from same or other ENGINES subscribed to same WINDOW.

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CROWD

ENGINE

STANDARD FUNDING PROCESSadvertising of WINDOWadvertising of X offering$ funding via normal CF$ funding via CF FUNDHC dist % $ to ENGINE &

WINDOWX issues stock via HCHC manages stock for CROWD

CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett7

CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett8

Organization (Rotary)

Municipality University

Gov RI Management City’s CF Board Faculty and Student Body

Bank Community Banks operated by Rotarians

Community Banks in the Muni’s area

Comm or Major with relationship with Uni

Counsel Rotarians who volunteer on crowdsource basis

Local attorneys, CPAs, etc. for later fee or crowdsource

Grad students helping undergrad via crowdsource

CF Pro Each club encouraged to have one trained CF pro

Rep from CFI, or one pro trained by CFI

Rep from CFI, or one pro trained by CFI

Window Crowdfund Rotary Crowdfund Denton Crowdfund UT

Fund Rotarians for All Fund North Texas Crowd Fund UT Alumni Crowd Fund

X Rotary Club: donationRotarian: investment

City: donationCitizen: invest or don.

Faculty: donationStudent: invest or don.

APPLICATION EXAMPLES