tools and actionable data to help firms do more and win more!

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tools and actionable data to help firms do more and WIN more! &

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Page 1: tools and actionable data to help firms do more and WIN more!

tools and actionable data to help firms do more and WIN more!

&

Page 2: tools and actionable data to help firms do more and WIN more!

Our Mission

Provide professional service firms with the necessary tools to help win more business!

Page 3: tools and actionable data to help firms do more and WIN more!

Problem

THE SALES PROPOSAL / RFP RESPONSEArguably the single most important document to a firm, yet the Proposal process within many of these firms is extremely inefficient and not given the attention it deserves. The end results often lead to proposals getting more NOs then YESES!

A lot of Firms have no consistent process, centralized content and systems in place to automate, create, manage, and provide powerful analytics on their Proposals and associated Content.

Solve the problem and firms will WIN more business and gain back 30% of their teams’ time.

Page 4: tools and actionable data to help firms do more and WIN more!

SolutionReal-Time Team Collaboration

Centralized Content Hub

Advanced Branding Editor

Business-Driving

Analytics

Content API

Automation

With Legal Publish and Next Gen Proposals firms can automate, create, manage and track their Proposals and RFP Responses

Page 5: tools and actionable data to help firms do more and WIN more!

Solution

Our platform provides a powerful solution that helps professional service firms:u Do more proposals and WIN more business u Gain 30% of their team’s time backu Provide a consistent and professional look and feel with every proposalu Centralize all their proposals and related contentu Collaborate in real-time (no more emailing Word docs around)u Automate the entire proposal process u Track effectiveness of proposals and associated contentu Use detailed analytics to help drive decisions and better understand

proposal/content performance u Integrate with CRM’s and other 3rd party solutions (APIs)

Page 6: tools and actionable data to help firms do more and WIN more!

Competitive Advantage

u Team has years of experience building marketing applications for professional service firms

u Built by a professional service firm for professional service firms

u Experts in SaaS and Cloud services (AWS, Google, Azure)

u Unique real-time collaboration tools

u Key insights into return on investment (ROI)

u We offer a unique blend of product and support services

Page 7: tools and actionable data to help firms do more and WIN more!

Our TeamEric Diamond (CEO/CTO & Founder)Over 25 years of experience in the technology sector with a successful exit on one of his early companies SalesOffline. He spent years in the media and technology space working for Turner Broadcasting, Time Out Publications, Omnicom and of course, his very own digital agency Tribeca Digital working with brands such as Sesame Workshop, Wyndham Hotels, Scholastic and some of today’s top law firms.

Taras Fedorniak (Lead Developer)Leads the development of the platform and has spent years working on open source projects and delivering for global brandsMorgan Rodd (Acting CFO)

Over 25 years of experience in the technology industry as an investment banker, corporate development executive, venture capitalist and CFO. Morgan executed over 40 public equity offerings as an investment banker, and he has advised and executed over 30 M&A transactions as a banker, corporate development and private company board member.

CRAIG DIAMOND (Co-Founder & VP Product) Has been with LP since inception and has been instrumental in creation and delivery of the current offering. Craig owns the product roadmap and oversees all functional and user testing.

TECHNOLOGY TEAM Currently we have a dedicated team ofvery talented front-end and back-enddevelopers, database architects andcloud implementation and supportteams located in Eastern Europe

Page 8: tools and actionable data to help firms do more and WIN more!

Phase 1: Legal Publish

Legal Publish started out a few years ago as a marketing services firm that also offered a SaaS platform specific to Law Firms (Proposal Generator, Experience Manager, Content Manager and Social Media Manager). We successfully signed on law firms for some key marketing services, along with our platform. Over time we learned that our most popular module and our greatest selling point was our Proposal Generator. We then decided to focus our time and roadmap specifically on that piece.

Product Evolution

“The team was very impressed with the proposal generator. It’s enabled us to manage all our content in one central place and greatly increased our efficiency.”

— Nora Shearer, National Director of Marketing & Business Development, Norton Rose Fulbright US

Page 9: tools and actionable data to help firms do more and WIN more!

Phase 2: Platform Rebuild & Additional Brand

Platform Rebuild - We are now in the process of rebuilding the Legal Publish Platform utilizing current, more flexible technology. We are utilizing Google Cloud (GCP) and implementing a secure multi-tenant model that will enable us to quickly deploy customers and scale as needed.

Additional Brand – NextGenProposals.com has also been recently launched to help us widen our sales and marketing efforts and capture other professional service firms, such as financial services, insurance agencies, construction companies, real estate, advertising agencies and more.

Product Evolution

New Release Set to Launch in November 2020

Page 10: tools and actionable data to help firms do more and WIN more!

Phase 3: Future Roadmap

Product Evolution

Company-wide proposal knowledge hub

AI-driven proposal recommendations

AI-driven proposal outcome predictor

Proposal budgeting and forecasting

Full partner integration with Salesforce

Download as PowerPoint and other formats

Enhanced APIs

Page 11: tools and actionable data to help firms do more and WIN more!

Targeted VerticalsLegal Publish§ General Corporate§ Litigation§ Transactional § Criminal§ Immigration§ Personal Injury§ Malpractice

NextGen Proposals§ Insurance Brokers§ Financial Services§ Accounting Firms§ Retail Banking§ Real Estate Agencies § Construction Firms§ Advertising Agencies§ It Consulting Firms

Page 12: tools and actionable data to help firms do more and WIN more!

Our Technology

Architecture: SaaS Multi-Tenant Model

Development Details:u Backend java springbok + GraphQL on backend as APIu Frontend - React + Apollo GraphQL client (4 Separate Apps - Proposal

Generator, Template Editor, Proposal Editor & Super Admin panel)u Database: Postgres

Cloud Details: We are on Google Cloud (GCP). With every new customer we automatically deploy a secure isolated schema to one of our CloudSQL instances and all of their files (PDFs, Word docs and images) are isolated to their own storage block.

Page 13: tools and actionable data to help firms do more and WIN more!

Competition

ARR

Qorus Pitch Perfect

Content Pilot

Microsoft Dependent √ √ √

Real-Time Proposal Editing √ √

Real-Time Commenting √Centralized Proposal & Content Hub

√ √ √ √

Unlimited Users √

WYWGY Template Editor √

Advanced Content Analytics √ √ √

In-Depth Proposal Analytics √ √Support team to Create Templates

√ √

3rd Party Syncing √ √ √ √

Enterprise-Level Support √

Page 14: tools and actionable data to help firms do more and WIN more!

Business Model

Lifetime Value (SaaS) = 48 Months ($180,000)

Lifetime Value (Ongoing Support) = 48 Months ($72,000)

Ongoing SupportSubscription Fees

Enterprise SaaS License Fees (ARR)

Page 15: tools and actionable data to help firms do more and WIN more!

Business Model - Pricing

Ongoing Support:

u Up to 50 proposals per year $7,500/per yearu 50 to 100 proposals per year $15,000/per year u 100 to 200 proposals per year $30,000/per year (Popular)u 200 to 300 proposals per year $45,000/per yearu 300 to 400 proposals per year $60,000/per yearu Over 500 proposals per year $75,000/per year

Platform License:

u $150 per hour at a minimum of 30 Hours per Quarter = $18,000/per year

Page 16: tools and actionable data to help firms do more and WIN more!

Legal Finance Insurance B2B (General)

Addressable Market

firms

Now Tomorrow

8,000 Firms 15,000 FirmsProviders and agents

100,000+ Firms12,000 FirmsProviders and agents

On average $48k per customer per year

Addressable Market is 135,000+ Firms

Page 17: tools and actionable data to help firms do more and WIN more!

Sales Model

Generate 100 Meetings (every quarter)

30% Convert to Opportunities

30 Firms Qualified Has budget, has authority, has the need and timeline within 2

months. Proposal in-hand

20% Close Rate

6 Signed

Page 18: tools and actionable data to help firms do more and WIN more!

Marketing Strategy

ARRLinkedIn Outreach

Email MarketingSocial Media Outreach

Content

Outb

ound

Sale

s

Inbound Sales

Partn

ersh

ips

Online Events

Rese

llers

In

dust

ry

Asso

ciatio

ns

ConferencesLunch

& Learns

Google Targeted Ads

LinkedIn Targeted Ads

Thought Leadership

Industry

Updates

Blogs

Targeted Lists

Announcements

Daily

cal

ls &

emai

ls

Dem

oszoom

m

eetin

gs

SEO

Speaking

Engagements

Tech

nica

l

Page 19: tools and actionable data to help firms do more and WIN more!

Financials – 2019 to Current

ARR

$400k $1 MILLION

PIPELINE

$1.5 MILLION

Services # of firms $ Sub Totals $ Totals

LP Licenses (ARR) 3 $140,000 $140,000

Marketing Services (SEO, etc)

2 $100,000 $100,000

Ongoing Support 2 $250,000 $240,000

$480,000

* 2019 was start of our selling to law firms

* As of April 2020 two of our law firm clients have left due to Covid-19

Page 20: tools and actionable data to help firms do more and WIN more!

ARR

$400k

Financials – SaaS Projections

2021 2022 2023

# of SaaS Licenses

(law firms & other)24 51 105

ARR (Year Ending) $720,000 $1,530,000 $4,725,000

Average License Fee

(per customer)$30,000 $30,000 $45,000

# of Support Subscriptions 24 51 105

Subscription Revenue $432,000 $918,000 $1,890,000

Average Subscription Fee

(per customer)$18,000 $18,000 $18,000

Total Revenue $1,152,000 $2,448,000 $6,615,000

Page 21: tools and actionable data to help firms do more and WIN more!

Contact

Eric DiamondCEO & FounderLegal Publish // Next Gen [email protected]

www.legalpublish.comwww.nextgenproposals.com