axial 2h 2015: more needles, less hay. town hall – june 2015
TRANSCRIPT
The 3 Principles of Our Product Strategy
Be the best way to send and receive deals on the planet. Liquidity
An online profile for every mid-sized company and every deal professional
Network Ubiquity
Leverage network & activity to offer critical information to every member
Engagement
1
2
3
Products
Company Overall
Customer Health
GTM + Network
Recommendation Interface 2.0
MobileLaunch
Search Interface 2.0
Deal List Launch Mobile 2.0 Launch
Awaiting Review 2.0
Mobile 3.0 LaunchDeal List 2.0 Launch Axial for CEOs 1.0
Member Profiles
New MRR
“x” Connections
“x” 3M EBITDA Deals
70% L3M URR
2,400+ NDAs Signed 400+ Mobile Downloads
“x” IBA customers sending deals
1000+ Mobile Downloads
% of Campaign owners pursuing L30D
409-A
“x” Connections
“x” 3M EBITDA Deals
70% L3M URR
% of Campaign owners pursuing L30D
“x” Connections
“x” 3M EBITDA Deals
72% L3M URR
% of Campaign owners pursuing L30D
“x” Connections
“x” 3M EBITDA Deals
75% L3M URR
% of Campaign owners pursuing L30D
“x” Connections
“x” 3M EBITDA Deals
76% L3M URR
% of Campaign owners pursuing L30D
“x” Connections
“x” 3M EBITDA Deals
77% L3M URR
% of Campaign owners pursuing L30D
“x” Connections
“x” 3M EBITDA Deals
77% L3M URR
% of Campaign owners pursuing L30D
85% L3M NDR
New MRR
85% L3M NDR
New MRR
87% L3M NDR
New MRR
85% L3M NDR
New MRR
87% L3M NDR
New MRR
87% L3M NDR
New MRR
87% L3M NDR
New MRR
90% L3M NDR
“x” Connections
“x” 3M EBITDA Deals
68% L3M URR
% of Campaign owners pursuing L30D
New York Summit
Companies Consolidated
Process
Customer Engagement
Automation - Owner
Chicago Summit
August Promotion!
Customer Engagement
Automation - BrokerAxial for Advisors
Lead scoring to MOA/ Sales team
CONCORD
Deal List: Make One!
Business owner scaling….
Toronto Summit
Axial Inbox!
Business owner scaling….
New York (we’re back)
Database Overhaul
December Promotion
Atlanta Summit
Middle Market Monday!
Member Profile Launch
Boston Summit
Inbound revamp
Customer Engagement
Automation - Paid
Synchronized Key Milestones for 2H 2015
902
Search Taxonomy
Axial is the best way to source deals in the middle market.
– Predictable quantity and timing of relevant connections and deals.
– The largest network of middle market professionals.
– Products that 10x my business development productivity
For Capital Providers
Axial is the easiest fastest way to build buyer lists and market deals.
– Deal marketing with Axial is easy and makes me look good
– Buyers now prefer it when I use Axial
Axial is a great place to connect with relevant CEOs.
– Find, connect, and be found by business owners that are ready (or close to ready) to transact.
For Bankers
Axial is the best way to drive interest for their “larger listings”.
– Easily create and grant access to deals, and generate interest quickly.
– Buyers love it when I use Axial.
For Business Brokers
Axial gives me the education, tools, and network to find capital, find bankers, and grow through acquisitions.
– Safe differentiated environment to research, vet and engage with relevant advisors and capital providers
For CEOs
“Just pull them up in Axial to see what they’re all about and their deal history”
“Axial is the best way to share a deal. Best matches, best response rates, integrated reporting and export tools. I get deals done much faster and with one less associate.”
“Axial has become my inbox for all dealflow. Everything I get goes there or I forward it there. I can sort from there, export to SFDC, bulk-reply, sort intelligently, sign NDAs. It’s infinitely better than dealing with it in email. Plus there’s a mobile app so it works everywhere.”
Success Sounds Like
Search
Send
Receive
“Just pull them up in Axial to see what they’re all about and their deal history”
“Axial is the best way to share a deal. Best matches, best response rates, integrated reporting and export tools. I get deals done much faster and with one less associate.”
“Axial has become my inbox for all dealflow. Everything I get goes there or I forward it there. I can sort from there, export to SFDC, bulk-reply, sort intelligently, sign NDAs. It’s infinitely better than dealing with it in email. Plus there’s a mobile app so it works everywhere.”
Success Sounds Like
Search
Send
Receive
Recommendation Interface 2.0
MobileLaunch
Search 3.0 Launch
New MRR
70% L3M URR
2,400+ NDAs Signed
% of Campaign owners pursuing
L30D
70% L3M URR
% of Campaign owners pursuing
L30D
New MRR New MRR
68% L3M URR
% of Campaign owners pursuing
L30D
Companies Consolidated
New York Summit!
Mobile Adoption
Updated Liquidity Process
Inbound Revamp
Customer Engagement
Automation - Paid
What I’m Looking For This Summer
Products
Company Overall
Customer Health
GTM + Network
Set up for network scale
Increasingly healthy member base
Relaunch: Search + Send
Mobile: launch “Receive”
One company on one floor in one amazing office
902
85% NDR85% NDR 85% NDR