investor relations • events • deal flow ......connect global investors and capital markets to...
TRANSCRIPT
INVESTOR RELATIONS • EVENTS • DEAL FLOW • MARKETING
GCN is a Joint Venture Between2030 VENTURES & SAN DIEGO INVESTMENT CONFERENCE
Startup acceleration through technology, investor
networks, growth resources, marketing, strategic
advisory and more. Proprietary global investor
connection and matching engines to scale capital
opportunities for startups.
Global conference series taking new innovative
approaches to connecting entrepreneurs and
investors and to the capital markets utilizing
technology through the joint venture. 200+ events,
millions in deals funded and big wins.
Our MissionConnect global investors and capital markets to more deals
Matching of opportunities to the right
investor on an international basis.
62%
Global events in key financial regions
in US, Europe, China & more
Innovate technology to help
entrepreneurs close rounds faster
CEO GCN • Founder 2030
Global Banking RelationshipsInnovating I.R.
Just as smart investors often avoid the movements of the flock, I diligently explore into innovative ways to connect brands to capital.
Currently I have developed a proprietary platform to connect with more investors, in a more targeted manner giving our clients and partners the leg up that can lead to a win.
Josh Bois
Connecting entrepreneurs to global network of investors Santa Clara University (Business Management with
Technology Focus and Minor in Entrepreneurship) 14 Year technology and global marketing executive Fortune 500 clients including Intel, AOL, Bloomberg, more Eagle scout, mountain biker & adventurer
Strategic Insight, Method
Automation &Technology
Serial-entrepreneur and private tech investor focused on accelerating the capital raise for brands of all sizes and verticals. Infusing technology into the process to connect investors to deals.
My passion has always been interconnecting the capital
markets. Helping private and public companies get the funding
they need creates value for society, jobs for local and global
communities and wealth.
Patrick HowellPresident GCN • Founder SDIC
Fundraised for private, public brands + former US president
25 year financier with Wall Street, market street and entrepreneurial successes
Published serial-author & financial journalist Family man with wife, kid and puppy in Carlsbad, Ca
Recognized national business leader who has produced over 100 events in which nearly 259 micro cap and middle market companies have been exposed to over $3B in opportunity funding
We have built and run companies,
understand the grind and sweat it takes to
build. We’re in it with you to see you
succeed and close your rounds.
EntrepreneursWe achieve greatness by
getting our clients funded and
into faster growth stages. We
want you to win.
AmbitionWe love entrepreneurship, and
we live and breathe deals,
investors, global marketing
and the capital markets.
Passion
Our Core DNAThe GCN team brings energy, focus and power to your round.
From joint-venture ad campaigns to national event coverage, influencer content campaigns to global exposure.
Fortune 500 Clients
Mid Cap & Emerging Clients
We get our clientele and partners mainstream media coverage through video interviews, investment radio show
coverage, and published custom articles on major news outlets.
Media PartnersCoverage to global capital markets and retail investors
GCN Advisory BoardOver 200 years of combined experience in the capital markets through investing and managing emerging
growth brands private & public
Gary E. Bryant, Newport Capital ConsultantsCharles “Chuck” Hays, Comanche Capital Michael Miramontes, Shopping.com co-founderStephen J. Fryer, SC Capital Partners, Inc.Daniel K. Donahue, esq., Greenberg Traurig LLPGrant Bettingen, formerly of Grant Bettingen, Inc.Christopher Williams (Esq.), Trinity Equity PartnersRobert Cashman, Hallmark Venture FundsFeyzi Fatehi, Corrent TechnologyRoy Salsbury, Managing Partner RYS & Co
PhilanthropySupporting young entrepreneurs
Our CEO, Josh Bois has been mentoring and
helping accelerate the up-and-coming hot
startups out of the Chapman program in OC.
Overall business strategy, business development and
marketing steps, introductions to capital, help with pitch
deck and collateral, and other services sponsored.
Lead Mentor at Chapman’s Incubator
62%
17+ markets nationally and internationally
200+ Companies serviced since 2009
2500+ Members in capital markets
$80B+ in assets under management (AUM)
Represent over 60 key industry services (Advisory, 15-C211
Transactions, Bridge Financing, Common Stock Offerings, Compliance
Advisory, Debt Financing, Market Exposure, PIPEs, Private Equities,
Private Placements, M&A, Reg. 144, Reg. S, Reverse Mergers, Secondary
transactions, Shell Mergers, Underwriting, and more).
Key Investor RepresentationOur Network & Access To Capital
Fast growing membership
We host events to offer deal flow to investors and opportunities to raise
capital for entrepreneurs. Private and public companies, corporate
sponsors, leading keynotes, and luxury treatment at GCN events held
nationwide and in major global capital markets.
National Investor Events
Investors are given a venue to connect with
other like minded sources of capital to come
into deals they are leading, provide strategic
support and synergy to their current portfolio.
Raise Capital & Syndicate
Influential attendees
Major press coverage
3 course meal + wine
Pre-research deals
Private & public brands
VCs with the capital to fund
your round B, C and D’s along
with advising & connections
Venture CapitalHigh Net Worth Individuals,
Family Offices, Fund Managers,
Alternative Financing & Lenders
BANKERS & FUNDS
PE firms that may wish to
acquire or hold a position
in your brand.
Private EquityMedia outlets from radio, online
& print, Lawyers, Broker Dealers,
C-levels, Other
Industry ProfessionalsAngels to help with seed and
round a between $100K-$2M+
and get you to faster growth
Angel Investors
Investor AttendeesAngels, VC, Funds, Private Equity, Industry Pros and more
R E A D M O R E R E A D M O R E
R E A D M O R E R E A D M O R ER E A D M O R E
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January February March
Catch us this month on our next Investor
Roadshow tour through San Diego,
Orange County, Los Angeles, and San
Francisco/Silicon Valley.
California RivieraThroughout mid quarter we will be
hosting several national events in key
locations such as New York, Utah, Seattle,
Miami, and Las Vegas.
National FocusOur focus for end of Q1 is to host several
global conferences in key territories
including London, Hong Kong, Dubai/UAE,
and more.
Global Focus
Quarter Calendar 2018Roadmap of our upcoming local, national and global investor events
Seed & Angel Funding
$100K - $1M
RoundsA,B, C, D
$1M-$20M
Mezzanine & Bridge
$20M-$100M
M&A, IPO & Exits
$500M-$2B
Solutions by raise & growth stage
Targeted and relevant
investor introductions over
in-person meetings, phone
calls, video chat, or digitally
through social media.
1 on 1 IntroductionsGet connected with investors
that bring more to the table,
similar to shark tank.
Distribution, advisory, teams,
further capital.
Strategic PartnersAssistance structuring your
deal, finding the right debt
faculty for the raise, PPMs,
referral to IP & Securities
legal teams.
Legal & ComplianceCoverage to major outlets:
Nasdaq, MarketWired
Equities.com,
Entrepreneur.com &
Huffington Post
Market ExposurePitch your opportunities to
live groups of angel and
institutional investors around
the USA and in foreign
markets.
Live Presenting
R E A D M O R ER E A D M O R E R E A D M O R E R E A D M O R ER E A D M O R E
Investor Relations SolutionsFor all sized capital raises
Industry Referral ServicesConnecting you to the resources you need to grow, raise capital and
operate
Our referral network includes investment professionals ranging from lawyers to distributors, strategists, CFOs, fundraising & IR firms, and more.
Contact us for referrals or to become a partnered vendor. Provide us with your budget, region, skills and experience needed and we will make a
match.
We spend time with you
understanding your objectives
& goals such as IP, accounting
or tech and connect you.
Scope your needsOur team makes warm
introductions to key solutions
partners or third-parties online,
email, in-person, or even video.
Make Key Introductions
We are proactive and want to check
in with you about performance &
customer experience with any
referred vendor.
Oversight on progress
Plans
Lightning Pitch Lightning Plus Business Corporate
$1500 $1750 $2,500 $2,750
Presentation Time 3 Minutes 5 Minutes 15 Minutes With Pitch Deck
25 Minutes With Pitch Deck
Inclusion In Event EmailsPre/Post Event to National Investors
Yes Yes Yes Yes
Network At The Event Yes Yes Yes Yes
Coverage in Press Release on Nasdaq Yes Yes Yes Yes
Article about your brand on: Huffington Post &
Equities.com + + + Yes
Consulting, Deck Tips & Presentation Coaching
+ + 3 hours 6 hours
ORDER NOW ORDER NOW ORDER NOW ORDER NOW
Investor Pitch Pricing Per EventMultiply each package by how many locations you are
presenting to the investors
PITCH DECK PLUS
Senior graphics team
Senior business strategist
Professional editing
2 hours coaching & prep
Five rounds of revisions
GET A PRO DECK
$1250
PITCH DECK
Professional graphics artists
Business consultants
Copy editor review
45 minute coaching session
Three rounds of revisions
GET YOUR DECK
$750Receive professional help crafting a strong pitch deck to showcase
to investors. We coach you and help originate content for the deck
including the presentation of the opportunity, the ask, market
differentiators, legal needs and more.
Strategic Content
Our graphics and collateral creation teams have experience helping
hundreds of startups with their marketing materials. We will
customize the deck to look and feel similar to your brand and align to
your core values and corporate culture.
Graphics & Layout
Pitch Deck PreparationGet a makeover for your pitch deck or
expert help crafting a new one
Through personal relationships,
networks and our online platforms
we have global capital to tap into
for your brand that is awaiting the
right opportunities.
Global Investor Outreach
Dear Rockstar Entrepreneur,
The world is awaiting your game changing
product, service and ideas. Let’s change
the world together.
We have crafted packages for various tiers
of needs and sizes of raises, regional
focuses, and needs.
Contact us to find the appropriate solution
for your brand’s unique needs.
Events, Intros Media
Consulting & 1 on 1s
Rounds of $250K- $1M
Local or National Investors
Startup
$2K /mo
S U B S C R I B E
Events, Intros, Media
Consulting, deck, materials
Rounds of $250K - $10M+
National & Global Investors
Standard
$5K /mo
S U B S C R I B E
Full Service, Dedicated Staff
Major media coverage
Rounds of $10M+
National & Global Investors
Venture Elite
$10K/mo
S U B S C R I B E
Investor Relations EngagementsConsulting solutions to for various capital raising needs
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Phase 1(Plan)
Phase 2(Investor Outreach &
Presentations)
Phase 3(Mass Market
Exposure)
Optimizing existing or creating new assets including Pitch
Decks, Executive Summaries, Subscription Agreements,
Private Placement Memorandums (PPM)
Marketing & Legal MaterialsPrivate introductions and meetings with investors, live
event presentations nationally in key regions, and
proprietary digital marketing to relevant investors
Targeted Capital RaisingContinued exposure regionally, nationally and/or
globally to the capital markets through press, major
media, strategic partnerships, advertising and more
Buzz in the Capital Markets
Typical Consulting Timeline Helping entrepreneurs and brands through key stages of their growth
TESTIMONIALSCLOSED ROUNDS • CUSTOMER SUCCESS
"Patrick Howell is one of the young successful leaders in the California Financial and Investment Community who has achieved a national following for his many significant accomplishments, including and not limited to launching the California Financial Times, where he is the Editor and Publisher of a prominent online and print magazine; the founder and Executive Director of the San Diego Investment Conference Series, which runs well attended investor gatherings in Southern California for emerging global Small Cap Companies; and is a leader in attracting promising growth companies to the Capital Market Sources and Investors in California and other key financial markets. Patrick has been honored by many successful leaders in Corporate America and is on a fast track to becoming one of the well known leaders in the California and Global Investment Scene. Patrick gives back to the Community and is very responsive to the needs and goals of his clients and his widespread following."
- Alan Stone, Managing Director, WallStreet Research™"I have attended two of of their conferences- the San Diego Investment Conference and the West Coast Wall Street Conference. I found them to be the mother lode for our venture capital firm looking for real opportunities. The presentations were short, to the point, and very informative- It made it easy to screen the applicants and pick out the choice prospects for our investments. "
- Robert Cashman, president of Hallmark Venture Group
We find that the most difficult part about raising growth capital is finding the audience that is willing to listen to your story. We have spoken at a number of events over the years with audiences in the hundreds. After having the opportunity to speak at your event, we were truly impressed by the quality of the participants at the MIIC. In addition, we are very pleased with the post-conference feedback we have gotten from other attendees. It was definitely worth the time and money. Thank you!"
- Joshua Knotts, MBA Marketing Director, Sage Harbor IRA Investments, Inc.
"We at OvaGene have worked with SDIC for almost a year now and have been very pleased with his personal approach to his clients, his attention to detail and follow through and his sincere commitment to our success. Patrick has developed a high quality product in the San Diego Investment Conference including helpful support services from Green Diamond Investor Relation Services. Patrick is well connected in the angel investment community and his enthusiasm garners the attention and interest of a wide range of entrepreneurial investors. We highly recommend Patrick and his SDIC for all startup, early stage entrepreneurs."
- Jay Coonan M.D., Founder, Executive VP, OvaGene Oncology Inc."We have attended two San Diego Investment Conferences this year, both as presenters and attendees, and I highly recommend the event. We have made numerous contacts regarding our funding, as well as industry contacts to further our business. Patrick runs a great event, which is very professionally done. He is also unique in his efforts to make sure everyone gets to meet and talk with the right people attending to get the most out of the day. The conference is more well attended by investors, presenters and investments groups each time, and we will certainly be participating in the future as our needs grow."
- Laird Mooney, CEO, AMERICAN MOTOR PRODUCTS, Inc. www.American-Motor-Products.com
"I have attended two of their conferences- the San Diego Investment Conference and the West Coast Wall Street Conference. I found them to be the mother lode for our venture capital firm looking for real opportunities. The presentations were short, to the point, and very informative- It made it easy to screen the applicants and pick out the choice prospects for our investments. "
- Robert Cashman, president of Hallmark Venture Group
World Class Attendees &Speakers
From Capitalists to Politicians, Experts, and Securities Officials
Keynoting on Crowd Funding, Accredited Investor
requirements, Equity and other high interest
subject for global startups during their capital raise
at GCN OC.
Daniel Donahue, Esq.Securities Law:
92%
Corporate Law:
84%
When our clients need the best legal advising,
litigation and securities expertise we turn to our legal
partner and attorney Dan Donahue.
Dan speaks at many of our events about topics including
Rule 506 and Regulation D, who you can target as
investors and more.
Crowdfunding:
82%
Other Disciplines:
74%
Where to catch Dan?
Greenberg Traurig OC office
3161 Michelson Dr #1000, Irvine, CA 92612
Keynote SpotlightFormer SEC lawyer // Current Partner at Greenberg Traurig
Former US Labor Secretary, Clinton
Administration
Robert ReichCongresswoman
Orange County, Ca
Mimi WaltersUS Labor Secretary
Obama Administration
Hilda SolisSecurities Exchange Chairman
Bush Administration
Christopher Cox
R E A D M O R E R E A D M O R E R E A D M O R E R E A D M O R E
Co-Founder of Herbalife
a billion dollar nutritional business
R E A D M O R E
State assembly person, California
Former Mayor of Irvine, Ca
R E A D M O R E
President of Roth Capital
Industry Leader
R E A D M O R E
CEO of OTC Markets
R E A D M O R E
Dick Marconi Dr. Stephen Choi Theodore Roth Cromwell Coulson
KEY LOCATIONSInfusing local and national opportunities globally
California
San Diego, Orange County
Los Angeles
Silicon Valley/San Francisco
Nevada (Las Vegas)
New York, NY & Chicago, IL
Florida (Miami & Fort Lauderdale)
Utah & North Virginia (VA)
Seattle, WA & Boston, MA
National Region Focus
62%
72%
United States (HQ)Headquartered along the coastal Riviera of California
Major financial market
United KingdomLondon & Major European Metros
Global hub
Similar B2B & B2C to US demographics
Having strong relationships with Asian markets falls within our global
focus to help clients throughout the many needs of their growth stage.
Production in Shenzen
62%
Tremendous capital and influence is active within Hong Kong and can be a
hub to the Asian market for investment dollars and distribution.
Major Investment Metro
72%
China & Hong KongProduction deals with Shenzen, Global Deal Flow
Many of our clients have been in the energy verticals, this is a strategic
area for strategic partners, investors, production and more.
Oil, Gas & Energy
62%
Dubai is a strong example of a metropolitan that adopts new technology,
luxury products, and ambitious undertaings.
Innovation & Market Testing
72%
Emirates & UAEOil & Gas, Construction,
Luxury Retail, Alternative Energy, Transportation
India is a great market to globalize and localize many new global consumer
and business products in verticals from tech to eco
1.3B+ Population, Emerging Market
62%
We help brands leverage the cost-efficiency and scale of working with
Indian development firms for web, marketing and administrative work.
Technology & Outsourcing
72%
IndiaTechnology hub, fast emerging market.
Key Strategic Regions:
Jaipur & Hyderabad Chennai & Mumbai Kolkata & New Delhi
Centrally located with boundary countries including
France, Germany and Italy with capital centers
Monaco, Munich, and Frankfurt close by.
Key Locations
62%
Many of the global banking clientele of Switzerland are looking to
diversify their investments into global opportunities.
Foreign deal diversification for Foreign dollars72%
SwitzerlandOffering global deal flow at the heart of International banking
Zurich Geneva
Proprietary automation, tracking and outreach platform built to target investors on AngelsList.
Social Media AutomationTargeted, Scalable, Proprietary, Efficient & ROI Focused
Angels List
Proprietary ad-retargeting & audience focus for increased ROI
Facebook Ads
Organic & Paid marketing strategies to drastically increase engagement
Youtube Strategy & SEO
Sophisticated automation, matching engine, and
LinkedIn Investor Matching
GreenInk™THE GCN FUND
With growing stock positions in private and public entities from consulting & IR partnerships we are formalizing the growth and management of these positions into an upcoming fund.
Stocks acquired from IR activities & capital raises Digital private stock management, public in
brokerage Invest into seed and A rounds, to accelerate the
close Exercise stock warrants prior to liquidation events Soon to accept investors & syndicators
Global equity
Digital Ledgers
View marketing materials, pitch
deck, ppm, and more info on
fresh investment opportunities
First Look Access
Global Access 24/7
Evaluate deal flow & ask questions
Syndicate with other investors & network
Order press coverage or IR materials for your
portfolio
GCN Investor AppDeal flow portal, syndication opportunities, rsvp
Stay alerted to global GCN
conferences in your focus areas
and new potential deals
Forward-looking statements may be identified through the use of words such as expects,
will, anticipates, estimates, believes, or by statements indicating certain actions may,
could, should, or might occur. Any statements that express or involve predictions,
expectations, beliefs, plans, projections, objectives, goals or future events or performance
may be forward-looking statements. Factors that could cause actual results to differ
materially include but are not limited to adverse economic conditions, intense
competition, lack of meaningful research results, inadequate capital, termination of
contracts or agreements, adverse publicity and news coverage, inability to carry out
research, development and commercialization plans, loss or retirement of key executives
and other key personnel, and other risks detailed in the reports filed with the Securities
and Exchange Commission by the companies who are mentioned in this periodical.
GCN receives a cash fee up to $10,000.00 from presenting or sponsor companies or
promoters listed within the site for listing or viewing, but not for promotion or advertising
of any companies listed herein. SDIC and members and associates may buy and sell shares
in any company mentioned within and may profit in the event those shares rise in
value. Consult with a broker and or an attorney before purchasing or selling any securities
made reference to in SDIC press releases, emails or listed within the
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All material herein and videos are for informational purposes only and should
not be construed as an offer or solicitation of an offer to buy or sell
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dealer, market maker, investment banker, investment adviser, analyst, or
underwriter. There are risks involved. GCN is not an analyst and investing in
securities such as the ones listed within are for high risk tolerant individuals
only and not the general public.
Global Capital Network (GCN) lists promoters and companies for informational purposes
only and does not recommend any promoter or company listed within. A company's actual
results could differ materially from those described in any forward-looking statements or
announcements discussed herein. Information within this advertisement contains
"forward looking" statements within the meaning of Section 27(a) of the U.S. Securities
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statements are based upon expectations, estimates and projections at the time the
statements are made and involve risks and uncertainties that could cause actual events to
differ materially from those anticipated.
DisclaimerGENERAL DISCLAIMER & SAFE-HARBOR STATEMENT
Learn more at: JoshBois.com
Email: [email protected]
Mobile: (949)795-0416
Josh Bois, CEO GCN
Connect With Global Capital Network
Learn more at: PatrickHowell.com
Email: [email protected]
Mobile: (949) 813-1756
Patrick Howell, President GCN