aggregator elements additional services overview of aggregator and other crowdfunding products...
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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
2CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett
ENGINE
Security(access control)
Algorithms(internal
processing)
API(output processing)
ENGINE FEATURES
3CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett
CRM(database)
DEAL FLOW TO ENGINE
4CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett
= 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
5CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett
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.
6CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett
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
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