big idea connectpreneur spring forum

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connectpreneur.org MARCH 12, 2015 TYSONS CORNER MARRIOTT BIG IDEA CONNECTpreneur SPRING FORUM Join the conversation on Twitter @connectpreneur and #connectpreneur

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Page 1: Big Idea CONNECTpreneur Spring Forum

Big Idea CONNECTpreneur Spring Forum

connectpreneur.org

MARCH 12, 2015TYSONS CORNER MARRIOTT

BIG IDEACONNECTpreneur

SPRING FORUM

Join the conversation on Twitter @connectpreneur and #connectpreneur

Page 2: Big Idea CONNECTpreneur Spring Forum

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Page 3: Big Idea CONNECTpreneur Spring Forum

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Page 4: Big Idea CONNECTpreneur Spring Forum

Big Idea CONNECTpreneur Spring Forum

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Page 5: Big Idea CONNECTpreneur Spring Forum

Big Idea CONNECTpreneur Spring Forum

connectpreneur.org

SPEAKERS

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Page 6: Big Idea CONNECTpreneur Spring Forum

Big Idea CONNECTpreneur Spring Forum

connectpreneur.org

SPEAKERS

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Big Idea CONNECTpreneur Spring Forum

connectpreneur.org

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Big Idea CONNECTpreneur Spring Forum

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Big Idea CONNECTpreneur Spring Forum

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Page 12: Big Idea CONNECTpreneur Spring Forum

�Overview�� � ��+���*�����(����)����+���*�$��)%�*-�(���&&"���*�%$��%(��$��,��+�")�%(��%+)��%"�)4�����"/��+)*%#�0����%(������+$�'+���$���,�(����$��$����$�$���"��%$��*�%$1��*��"�#�$�*�)�(�"��$���+&%$���$�(�"�(��%##�$��*�%$)��%(��+((�$*�)&�$��$���$��&"�$$�$���%(�*����+*+(�4������(��*�����()*��+���*�$��)�(,����*%��&&"/�*����� �������������*%�)�#&"��/��$���+*%#�*��&�()%$�"���$�$���"�&"�$$�$�4���+(�)%"+*�%$��)�)�"�5�� +)*�$���$�����%##%��*�$��%�����$��)��$�)&�$��$�1�(��""%��*�)��+$�)�*%�,�(�%+)��.&�$)�)��$��#�!�)��� +)*#�$*)���)���%$�(�)&%$)�)1��%#&�*�$��&(�%(�*��)��$����"�$��)4���

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Financials Income Statement Projection 2015 2016 2017 Total Revenue $ 225,000 $ 1,211,424 $ 2,156,335 Total Cost of Goods Sold $ 39,000 $ 225,202 $ 400,860 Gross Margin $ 186,000 $ 986,222 $ 1,755,475 Payroll $ 152,411 $ 619,026 $ 1,008,496 Total Operating Expenses $ 139,300 $ 252,500 $ 390,420 Income (Gross) $ (105,711) $ 114,696 $ 356,559 Total Other Expenses $ 1,402 $ 3,313 $ 6,381 Net Income Before Income Tax $ (107,113) $ 111,383 $ 350,179

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AT A GLANCE �Personal Budgeting Application �Management�������������������������� ����������������������������������������������������������������������������Industry ��������������������������������������������� Financing Sought #"!�!!!��Primary Use of Funds Product launch, concept testing, customer development and branding

Page 13: Big Idea CONNECTpreneur Spring Forum

Cyber Armz Always in the service of others www.cybertimez.com

733301 Fieldstone Dr NE Leesburg, VA 20176 (859) 420-7528

The Team

Richard Greene, CPA & Advisor Richard has worked with companies of many sizes from seed funding and startup to successful exit strategies.

Justin Ryan, Security Chief Justin has a long history developing and implementing secure environ-ments and accessible devices.

Dave Richardson, Engineer Dave has experience in industrial engineering, development and electrical systems design.

Rex Hall, Engineering VP Rex is on the board of directors for a successful startup and brings extensive development experience to the team.

Jeremy Reed, Engineer Jeremy is a PhD candidate, current serves as the CTO for a startup and has a strong development history.

Sean Tibbetts, President With 23 years of IT experience Sean brings a vast array of leadership and technical skills to the team. Business Description:

Cyber Armz enables users to automate the REAL Internet of Things

opening, closing and securing doors, cabinets and drawers with voice commands using wearable devices.

Market:

Cyber Timez develops applications focused on accessibility needs using 3D printed

and commodity hardware. Cyber Armz is a patent pending product that pairs

wearable devices like smart watches and glasses with Wi-Fi enabled linear actuators to enable users to open and close cabinets, drawers, doors and appliances using simple voice commands such as “Open Dishes.” This level of automation and ease of use is previously unseen in the automation marketplace. Additionally, while most automa-tion tools are focused on user interfaces using phones, tablets and web browsers,

Cyber Armz is the FIRST product to use wearable devices.

Vert ica l Markets Accessibility & Aging High Value Inventory High End Automation

Problem

Disabled and elderly populations

require extensive accommodations

and assistance to maintain minimal

independence.

Annual inventory shrinkage due to

loss and improper use is between

1.46% and 2.23% with few if any

measures to easily resolve using tech-

nology solutions.

Home automation systems have yet

to adopt wearable technology as the

user interface. Automation tools are

not intuitive and difficult to operate

using tablets and phones.

Solution

Automating doors, cabinets, drawers

and appliances enable disabled and

elderly users to stay in their homes

longer, reduce the costs of required

accommodations and provide a level

of independence previously unavaila-

ble.

Ensuring access is granted, tracked,

audited and reported by individual

increases attention to detail by em-

ployees and eliminates questions with

regard to the responsible party for a

given loss event.

Extend existing automation ecosys-

tems like Muzzly and Zigbee to also

support access via wearable devices

and voice commands.

Market Size

USA Persons w/ Disabilities --

56.7mm people earning $735 billion

annually

Boomer Generation -- 76mm 70% of

$2T Consumer Packaged Goods

The market size is hard to estimate as

it applies to all organizations needing

to track and protect key inventory

such as pharmaceuticals, precious

metals and key manufacturing com-

ponents.

2013 -- $7.19B

2014 -- $8.46B(F)

2016 -- $11.7B(F)

2018 -- $16.9B(F)

2020 -- $22.4B(F)

Strategy

Form strategic partnerships with

builders, cabinet installers, manufac-

turers, device OEMs and government

agencies to ensure Cyber Armz is

accessible and available to market

participants.

Market Cyber Armz as a security

product via trade shows, user reviews

and direct product sales. Work with

existing OEMs and security and audit-

ing companies to generate recom-

mendations and installation requests.

Provide licensing options and installer

services/certification to partner or-

ganizations that offer the product line

in their existing remodeling and build-

ing options through referrals from the

American Home Builders Association

and device OEMs.

Multiple market opportunities exist in fast growing verticals including Accessibility, Highly Secure Inventories and High End Home Automation. By harnessing multiple market verticals Cyber Timez is uniquely positioned to be the industry leader and well insulated from unforeseen market shifts. The wearables market is exploding and de-vice OEMs as well as carriers are seeking creative applications to help promote their devices. We will approach all the major device OEMs such as Motorola and LG and seek to leverage Cyber Timez apps into their sales and marketing channels.

Financials Funding Stage: Seed Round

Capital Raised: $35k (Bootstrap)

Pre-Money Valuation: $4.5m

Burn Rate: $10k / month

Investment Capital Seeking: $750k

Equity Offer: 15%

Item Price QTY Sub

Microcon-trollers

$100 200 $20,000

Door Kit $108 800 $86,400

3D Printer $5,000 3 $15,000

Engineer $135,000 3 $405,000

Trade Shows

$2,500 5 $12,500

Direct Marketing

$3,000 12 $36,000

Legal/Patent Expenses

$25,000 1 $25,000

Corporate Member-ships

$1,000 5 $5,000

Office Space $1,500 12 $18,000

Sales Training

$25,000 1 $25,000

Manage-ment

$100,000 1 $100,000

$747,900

Page 14: Big Idea CONNECTpreneur Spring Forum

Cyber Earz Always in the service of others www.cybertimez.com

733301 Fieldstone Dr NE Leesburg, VA 20176 (859) 420-7528

The Team

Richard Greene, CPA & Advisor Richard has worked with companies of many sizes from seed funding and startup to successful exit strategies.

Justin Ryan, Security Chief Justin has a long history developing and implementing secure environ-ments and accessible devices.

Dave Richardson, Engineer Dave has experience in industrial engineering, development and electrical systems design.

Rex Hall, Engineering VP Rex is on the board of directors for a successful startup and brings extensive development experience to the team.

Jeremy Reed, Engineer Jeremy is a PhD candidate, current serves as the CTO for a startup and has a strong development history.

Sean Tibbetts, President With 23 years of IT experience Sean brings a vast array of leadership and technical skills to the team. Business Description:

Cyber Earz detects user trainable sounds in an environment that

they may not be able to hear and sends alerts to their smart watch and other devices whenever the sounds are detected.

Market:

Cyber Timez develops applications focused on accessibility needs using 3D printed

and commodity hardware. Cyber Earz provides the ability for a user to train the

system to detect specific sounds and frequencies they may be unable to hear. By creat-ing the ability for the user to train the system to specific sounds and frequencies, this device eliminates the need for multiple other assistive devices that provide blinking lights for door bells or phone ringers resulting in a more affordable solution that offers multiple sound detection capabilities in a single, less expensive device. Also, by incorpo-rating wearable devices for notifications the user is able to retain more privacy.

Market Segments Age 5-18 Age 18-65 Age 65+

Problem Hearing loss is the most common

birth defect in the United States.

26 million adults have high frequency

hearing loss. Only 16% use an assistive

listening device.

Approximately one in three

people in the United States

between the ages of 65 and 74

has hearing loss, and nearly half

of those older than 75 have

difficulty hearing.

Solution

Most children who receive appropri-

ate services are able to progress at

age appropriate rates. Providing them

the tools needed to be notified of

school bells, phone ringers and whis-

tles ensures they are integrated into

the classroom environment more

completely.

By providing a modern and non-

intrusive mechanism for these adults

to be notified of common household

and environmental sounds, this popu-

lation can restore normal daily activi-

ties in their home and workplace.

Providing this population with the

ability to be notified of common

household sounds enables them to

live more independently and stay in

their homes longer reducing long

term care and home health assistance

costs.

Market Size

12,000 children per year are born

with hearing loss. Assuming ages 5-18

are receiving services from private

and public agencies, this market is

156,000 per year with an annual

growth rate of 13% just in the United

States.

26 million adults have high frequency

hearing loss

2% of adults aged 45-54 have disa-

bling hearing loss

8.5% of adults aged 55-64 have disa-

bling hearing loss

The “Boomer” generation as it’s

called is the fastest growing market

segment in the world. The US Census

estimates that in the United States

anticipating that over 60% of the

entire population will be over age 65

in 4 years. Similar projects exist for EU.

Strategy

Form strategic partnerships with associations, government agencies and audiology providers to ensure Cyber Earz is

accessible and available and offered to market participants. Offer partners a 40% wholesale discount to crate a lucrative

revenue stream for the partner organization.

Partner with NIH approved augmentative and alternative listening devices organizations.

The NIH estimates that over 40 million Americans have debilitating hearing loss and that 70% or 28 million of them use assistive listening devices already. By offering a product that has more functionality at a lower cost to an already receptive population conservative market penetration is feasible and achievable resulting in rapid sales growth and revenue generation. Cyber Timez will partner with strategic organizations like the Association for Hearing Loss, Centers for Independent Living and Audiology providers offering a 40% wholesale discount to reach these consumers.

Financials Funding Stage: Seed Round

Capital Raised: $35k (Bootstrap)

Pre-Money Valuation: $4.5m

Burn Rate: $10k / month

Investment Capital Seeking: $750k

Equity Offer: 15%

Item Price QTY Sub

Microcon-trollers

$100 200 $20,000

Door Kit $108 800 $86,400

3D Printer $5,000 3 $15,000

Engineer $135,000 3 $405,000

Trade Shows

$2,500 5 $12,500

Direct Marketing

$3,000 12 $36,000

Legal/Patent Expenses

$25,000 1 $25,000

Corporate Member-ships

$1,000 5 $5,000

Office Space $1,500 12 $18,000

Sales Training

$25,000 1 $25,000

Manage-ment

$100,000 1 $100,000

$747,900

Page 15: Big Idea CONNECTpreneur Spring Forum

Potomac Health Solutions, Inc.��������(�!��$�������$�'����&�������%&"!����$��!������ �� #�%����%��" �)�������������)����"$�"!�#�%����%��"

Potomac Health Solutions, Inc. (PHSI) intends to revolutionize athletic trainingwith a non-invasive, physiological monitoring device linked to a mobile coachingapplication. This new technology permits athletes to improve performance withmore precision and effectiveness than possible by monitoring heart rate.

�$"%�#*���� �&$)#�Company co-founder and former US National Rowing Team member Paul Guthrie has held a long passion for training optimization. When new technology enabled a dramatically new approach, he approached long-time colleague Ken Gordon to co-found PHSI to pursue his vision.

�)&��&$�)�(Real-time monitoring of optimal training zones using non-invasive lactic acid devices; the best direct indicator of key metabolic processes.

Results will provide instant feedback to guide individual workouts, and dynamically update training programs using a mobile coaching application.

Provisional patent application filed June 2014 covers all uses of lactic acid data for athletic training.

�#���"�#(����"Paul Guthrie, co-founder & chair

10 years in elite athletics as an athlete and Olympic development coach Chief Strategy Officer, QxBranch MA, Applied Economics, JHU

Ken Gordon, co-founder & CEO Consultant in business strategy A former COO, led $75MM of P&L and 300 direct employees MBA, The Wharton School

Dean Thompson, senior advisor Serial entrepreneur and accom-plished technologist Co-founder of mSpoke (became LinkedIn’s first acquisition)

���� �& �(Targeted segments among runners, cyclists, triathletes, rowers, and swimmers include:1) Recreational athletes2) Elite athletes (and advanced

recreationals who emulate them)

Addressable market is forecast to grow 39% annually ($1.2B in 2014 to $6.2B in 2019).

�$"%�(�($&'Competitors include established companies marketing heart rate monitors, startups offering a new generation of fitness tracking devices, and emerging heart rate apps on new smart phones.

Our strategic differentiators:1) Deep domain knowledge in the

application of the underlying physiology

2) Access to elite athletes (i.e. early adopters for this technology)

3) Proprietary approach (provisional patent application filed)

��#�#���!��&$���(�$#'Projected performance and returns;actual results are not guaranteed

($MM) Revenues EBITDA

2015 0.242 (1.221) 2016 27.796 0.111 2017 61.352 7.911 2018 136.954 42.883 2019 250.759 112.001

Key assumptions: 4% market share of heart rate monitor sales achieved by 2019 Exit in 2019 at 12 x EBITDA

Forecast returns: 108.1x investment return in 2019 163% IRR in same period

�$"%�#*���� �&$)#�Company co-founder and former US National Rowing Team member Paul Guthrie has held a long passion for training optimization. When new technology enabled a dramatically new approach, he approached long-time colleague Ken Gordon to co-found PHSI to pursue his vision.

�)&��&$�)�(Real-time monitoring of optimal training zones using non-invasive devices that measure the best direct indicator of key metabolic processes.

Results will provide instant feedback to guide individual workouts, and dynamically update training programs using a mobile coaching application.

Provisional patent application filed June 2014 covers all uses of this type of data for athletic training.

�#���"�#(����"Paul Guthrie, co-founder & chair

10 years in elite athletics as an athlete and Olympic development coach Chief Strategy Officer, QxBranch MA, Applied Economics, JHU

Ken Gordon, co-founder & CEO Consultant in business strategy A former COO, led $75MM of P&L and 300 direct employees MBA, The Wharton School

Dean Thompson, senior advisor Serial entrepreneur and accom-plished technologist Co-founder of mSpoke (became LinkedIn’s first acquisition)

���� �& �(Targeted segments among runners, cyclists, triathletes, rowers, and swimmers include:1) Recreational athletes2) Elite athletes (and advanced

recreationals who emulate them)

Addressable market is forecast to grow 39% annually ($1.2B in 2014 to $6.2B in 2019).

�$"%�(�($&'Competitors include established companies marketing heart rate monitors, startups offering a new generation of fitness tracking devices, and emerging heart rate apps on new smart phones.

Our strategic differentiators:1) Deep domain knowledge in the

application of the underlying physiology

2) Access to elite athletes (i.e. early adopters for this technology)

3) Proprietary approach (provisional patent application filed)

��#�#���!��&$���(�$#'Projected performance and returns;actual results are not guaranteed

($MM) Revenues EBITDA

2015 0.242 (1.221) 2016 27.796 0.111 2017 61.352 7.911 2018 136.954 42.883 2019 250.759 112.001

Key assumptions: 4% market share of heart rate monitor sales achieved by 2019 Exit in 2019 at 12 x EBITDA

Forecast returns: 108.1x investment return in 2019 163% IRR in same period

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Page 16: Big Idea CONNECTpreneur Spring Forum

Company Name: Sioneer CEO: Douglas Jackson Web Address: www.sioneer.com Sioneer is a manufacturing and marketing company that provides the answer to a growing environmental problem – ineffective glass recycling. According to the EPA, approximately 9 million tons of waste glass (75% of the national total glass supply) is landfilled each year. This is because traditional recyclers rely on technology that can't effectively process waste glass that is commingled with other recycling—known as single stream— which is today’s most common waste collection and processing system. In fact, as the trend increases towards single stream collection, the recovered glass will be smaller and mixed with other material, making it even less effective for current recyclers to process, and therefore forcing more glass into landfills and increasing recycler’s financial liability. Our new patented technology, can effectively and economically process 100% of the glass supply, representing a paradigm shift in the glass recycling industry. Sioneer returns post-consumer glass to its most fundamental state, a mineral known as Amorphous Silica. Amorphous Silica can be sold into every market that currently uses sand with one major difference; ordinary sand is made up of Crystalline Silica, which, as a dust, is defined by the EPA as hazardous to your health. Our material is 100% Amorphous Silica which is not hazardous and, in fact, has been used in medical applications. Other environmental benefits of our material include:

x Reduction of CO2 emissions x Abrasive replacement for coal slag which contains heavy metals x Energy savings of 30% when used in fiberglass or bottle manufacturing x More efficient water filtration media x And, it can be used as an organic pesticide

In addition to the environmental benefits, our products are priced very competitively and perform as well, or better than products currently in use. The annual estimated market value of processed recycled glass in the United States is approximately 1 billion dollars. And, while our technology is disruptive to other glass processors, it is very complimentary to both national recyclers and industry leaders in the recycled glass (Amorphous Silica) markets. This creates a number of possible opportunities for the future:

x Strategic acquisition by a large recycling company x Strategic acquisition by a large customer of our products x Strategic acquisition by a competitor x A public offering

Sioneer’s process of turning waste glass into Amorphous Silica is truly sustainable, reclaiming a renewable resource and producing products that will save energy, reduce carbon emissions, and provide a healthier work environment. We provide high-value, in-demand products to industrial markets on an industrial scale.

Company Name: Sioneer CEO: Douglas Jackson Web Address: www.sioneer.com Sioneer is a manufacturing and marketing company that provides the answer to a growing environmental problem – ineffective glass recycling. According to the EPA, approximately 9 million tons of waste glass (75% of the national total glass supply) is landfilled each year. This is because traditional recyclers rely on technology that can't effectively process waste glass that is commingled with other recycling—known as single stream— which is today’s most common waste collection and processing system. In fact, as the trend increases towards single stream collection, the recovered glass will be smaller and mixed with other material, making it even less effective for current recyclers to process, and therefore forcing more glass into landfills and increasing recycler’s financial liability. Our new patented technology, can effectively and economically process 100% of the glass supply, representing a paradigm shift in the glass recycling industry. Sioneer returns post-consumer glass to its most fundamental state, a mineral known as Amorphous Silica. Amorphous Silica can be sold into every market that currently uses sand with one major difference; ordinary sand is made up of Crystalline Silica, which, as a dust, is defined by the EPA as hazardous to your health. Our material is 100% Amorphous Silica which is not hazardous and, in fact, has been used in medical applications. Other environmental benefits of our material include:

x Reduction of CO2 emissions x Abrasive replacement for coal slag which contains heavy metals x Energy savings of 30% when used in fiberglass or bottle manufacturing x More efficient water filtration media x And, it can be used as an organic pesticide

In addition to the environmental benefits, our products are priced very competitively and perform as well, or better than products currently in use. The annual estimated market value of processed recycled glass in the United States is approximately 1 billion dollars. And, while our technology is disruptive to other glass processors, it is very complimentary to both national recyclers and industry leaders in the recycled glass (Amorphous Silica) markets. This creates a number of possible opportunities for the future:

x Strategic acquisition by a large recycling company x Strategic acquisition by a large customer of our products x Strategic acquisition by a competitor x A public offering

Sioneer’s process of turning waste glass into Amorphous Silica is truly sustainable, reclaiming a renewable resource and producing products that will save energy, reduce carbon emissions, and provide a healthier work environment. We provide high-value, in-demand products to industrial markets on an industrial scale.

Company Name: Sioneer CEO: Douglas Jackson Web Address: www.sioneer.com Sioneer is a manufacturing and marketing company that provides the answer to a growing environmental problem – ineffective glass recycling. According to the EPA, approximately 9 million tons of waste glass (75% of the national total glass supply) is landfilled each year. This is because traditional recyclers rely on technology that can't effectively process waste glass that is commingled with other recycling—known as single stream— which is today’s most common waste collection and processing system. In fact, as the trend increases towards single stream collection, the recovered glass will be smaller and mixed with other material, making it even less effective for current recyclers to process, and therefore forcing more glass into landfills and increasing recycler’s financial liability. Our new patented technology, can effectively and economically process 100% of the glass supply, representing a paradigm shift in the glass recycling industry. Sioneer returns post-consumer glass to its most fundamental state, a mineral known as Amorphous Silica. Amorphous Silica can be sold into every market that currently uses sand with one major difference; ordinary sand is made up of Crystalline Silica, which, as a dust, is defined by the EPA as hazardous to your health. Our material is 100% Amorphous Silica which is not hazardous and, in fact, has been used in medical applications. Other environmental benefits of our material include:

x Reduction of CO2 emissions x Abrasive replacement for coal slag which contains heavy metals x Energy savings of 30% when used in fiberglass or bottle manufacturing x More efficient water filtration media x And, it can be used as an organic pesticide

In addition to the environmental benefits, our products are priced very competitively and perform as well, or better than products currently in use. The annual estimated market value of processed recycled glass in the United States is approximately 1 billion dollars. And, while our technology is disruptive to other glass processors, it is very complimentary to both national recyclers and industry leaders in the recycled glass (Amorphous Silica) markets. This creates a number of possible opportunities for the future:

x Strategic acquisition by a large recycling company x Strategic acquisition by a large customer of our products x Strategic acquisition by a competitor x A public offering

Sioneer’s process of turning waste glass into Amorphous Silica is truly sustainable, reclaiming a renewable resource and producing products that will save energy, reduce carbon emissions, and provide a healthier work environment. We provide high-value, in-demand products to industrial markets on an industrial scale.

Page 17: Big Idea CONNECTpreneur Spring Forum

3 Research Place

Phone: (301) 685-6199 Rockville, MD 20850 Email: [email protected] Web Address: www.uniontrack.com

Management Team: � Ken Green, Founder & CEO � Pat Fallon, Chief Technology Officer � Mike Collier, Vice President of

Sales and Marketing � Kathy Millier, Chief Operating

Officer � Neil Mackey, VP of User Experience � Matt Flynn, VP of Product

Development � Chris Nee, VP of Engineering and

Customer Support

Industry: Dynamic cloud-based software platform designed to manage the entire labor union ecosystem including membership, dues processing and organization management.

Revenue Model: � SaaS Term License � Perpetual License � Annual Maintenance Fees

Amount of Financing Sought: $3.0 million Equity

Use of Proceeds: � 25% Platform Development � 40% Accelerate go-to-market � 35% Working Capital

Investment Considerations � Direct and viral marketing strategies,

along with cross selling opportunities, will drive revenue growth

� Scalable enterprise license and SaaS business model generates substantial gross profitability and rapidly expanding EBITDA margins

� UnionTrack’s entrepreneurial founder and management team with deep knowledge of union industry operations and culture

� Full ERP functionality for unions � First to market competitive

advantage

Summary Income Statement

Vision: Our vision is to become the dominant provider of software solutions for labor XQLRQ� PDQDJHPHQW� DQG� PHPEHUVKLS� RSHUDWLRQV� DW� DOO� OHYHOV� RI� D� XQLRQ¶V�organizational structure (national headquarters, regional offices and local unions) within five years.

Business Overview: UnionTrack is the first to market software application designed to manage all aspects of labor union operations. UnionTrack is the culmination of more than 15 years of custom application development and process enhancements specifically focused on the unique needs of labor unions.

Labor unions are largely operated on disparate legacy databases and computer systems at all levels of a union’s hierarchy (national headquarters, regional offices and local unions) with little or no continuity among different union branches. UnionTrack provides a single source enterprise resource planning (“ERP”) system that supports the entire union’s needs, leading to streamlined operations that enable unions to reallocate resources toward their core functions: organizing, training and advocating for members.

By recognizing commonalities amongst unions, Founder & CEO, Ken Green, and his team have developed scalable solutions that address each customer’s current needs and have the flexibility to grow to meet future requirements. UnionTrack has evolved to where it not only handles the most basic union operational functions, such as dues collections and membership management, but it also synchronizes union operations at every point in the hierarchy into a single system and data set.

Sales and Marketing Strategy: Launched in 2014, UnionTrack already has seven customers, including five national union headquarters and two union locals, comprising $2.5 million of firm contract backlog ($1.9 million for 2015). Direct and viral marketing strategies, as well as cross selling, will drive top line growth.

The Company anticipates unusually high customer retention rates (i.e., stickiness) for its products as national union headquarters adopt the system and mandate the system’s reporting capabilities at all of their locals. Management believes the functionality improvements and associated cost efficiency gains afforded by its unique products are effective sales motivators and the company’s first to market advantage will make it difficult for competitors to displace.

Financial Outlook: In the first year of operations, UnionTrack produced over $1.2 million in revenue and is on track to grow to more than $4 million in 2015 and $65 million by 2019. As UnionTrack adds incrementally to the customer base, profitability is projected to increase dramatically. After break-even in year 2, EBITDA margins are expected to exceed 65% by year 5.

Exit Strategy: Within five years, UnionTrack will make an attractive acquisition target for a number of companies in the labor union space such as large accounting firms and labor union consultants. We also expect that other technology companies currently outside of the industry will have an interest in our client base and will want to acquire that base as part of their overall “integrated solutions” strategy.

��� �� � �� � �� � �� � �� � �� ������ ���� ����� ����� ����� �����

����������� ���� ���� ����� ����� ����� ������������� ��� ��� �����# �����# �����# ��� # ����#����� ������ ������ ���� ����� ����� �����#������ ����# �����# ���# ����# ����# ��� #

Page 18: Big Idea CONNECTpreneur Spring Forum

Big Idea CONNECTpreneur Spring Forum

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SPONSORS

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Big Idea CONNECTpreneur Spring Forum

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SPONSORS

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Page 32: Big Idea CONNECTpreneur Spring Forum

SPEAKERSFirst Name Last Name Title CompanyTom Monahan Chairman & CEO Corporate Executive Board (CEB)Tien Wong CEO Tech 2000 and appneticJames Quigley Founder & CEO, and Co-Founder Canvas & RefractionTodd Klein Managing Director & Chief Investment Officer SWAN & Legend Venture Partners, LLCDan Mindus Founder & CEO NextGen AngelsKathryn Stewart Managing Director Cranbrook CapitalJulia Taxin Vice President Grotech Ventures

First Name Last Name Title Company

David Rosenberg Founder Budget RefereeArun Nedunchezian CTO Budget RefereeDoris Rosenberg Sales Performance Reporting Manager AT&T Government Solutions

Glen Gulyas Co-Founder CauseNetwork, Inc.Mike Rowen Co-Founder CauseNetwork, Inc.Clay Buckley CauseNetwork, Inc.

Sean Tibbetts CEO & Co-Founder CyberTimezRichard Greene VP Finance & Administration CyberTimez

Gordon Davidson Chairman Lightsense Technology, Inc.Alan Kost VP Research Lightsense Technology, Inc.Terje Skotheim CEO Lightsense Technology, Inc.

Ken Gordon Co-Founder & CEO Potomac Health Solutions, Inc.Reilly Dampeer Director of Product Application Potomac Health Solutions, Inc.Bill Klanke President and Publisher Space News Inc.

SioneerDoug Jackson President & CEO SioneerCynthia Andela Founder & CTO SioneerLisa Jackson VP Business Development Sioneer

Ken Green Founder & CEO UnionTrack, Inc.Kathy Miller COO UnionTrack, Inc.Jeff Henderson Senior Vice President Asgaard Capital

First Name Last Name Title Company

Tony Deflumeri Director BDO Andy MacLean Business Development Director BDO

Steve Balistreri Director Deloitte Natalie Buford-Young Business Development Executive Deloitte

Elana Fine Managing Director, Dingman Center for University of Maryland

Todd Sherbacow CEO Emissary RealtyBernadette Walker Director Emissary Realty

Rodney Lusk Director of National Marketing Fairfax County Economic Development AuthorityAnne Rosenblum Capital Attraction Mgr., IT & Life Sciences Fairfax County Economic Development Authority

General AssemblyPaul Gleger Regional Director General AssemblyKendrick Jackson Audience Development Producer General Assembly

Jeff Reid Founding Director Georgetown Entrepreneurship Initiative

Babak Hafezi CEO HafeziCapital International Consulting

Rich Becker Partner Hogan Lovells US LLP

Dingman Center for Entrepreneurship

Fairfax County Economic Development Authority

Emissary Realty

BDO

Deloitte

Georgetown University Entrepreneurship Initiative

Hogan Lovells

HafeziCapital International Consulting

PARTNERS

Lightsense Technology, Inc.

Potomac Health Solutions, Inc.

UnionTrack, Inc.

Big Idea CONNECTpreneur Spring Forum 2015

PRESENTERS

CauseNetwork, Inc.

CyberTimez

Budget Referee

Page 33: Big Idea CONNECTpreneur Spring Forum

First Name Last Name Title Company

Rich DiPippo Partner The Meltzer Group

Sally Sternbach Economic Development Director Montgomery County Department of Economic DevelopmentRuth Semple Director of Venture Funding Programs Montgomery County Department of Economic DevelopmentSusan Prince Director of Communications Montgomery County Department of Economic Development

Pete Ryan Partner Ryan and WetmoreTessa Lucero-Bennett Associate Ryan and WetmoreKelly Standiford Marketing Coordinator Ryan and WetmoreDanielle Gallo Manager Ryan and Wetmore

Alan Schlaifer Chairman Wharton Club of Washington, DCAli Qureshi Co-Chair, Healthcare & Biotech Wharton Club of Washington, DCKia Kianersi Marketing Director Wharton Club of Washington, DC

Mark Holloway Associate Wilson Sonsini Goodrich & Rosati Chelsea Jenrette Associate Wilson Sonsini Goodrich & Rosati

First Name Last Name Title CompanyAmal Abukar Marketing Manager MARK AppLeonard Adams Founder & CEO EIFLE, Inc.Edward Alexander Chief Legal Officer C2C SmartCompliance LLCVaibhav Anand Marketing Intern AppneticDavid Anderson President HitchBrandon Anderson Co-Founder & CEO The SWAT AppScott Ankeny CEO Going Green TodayJason Apolenis Principal & Founder Avenue WealthGeorge Aposporos Principal Aposporos AdvisorsChris Arnold Founder & CEO World MeritEthan Assal Managing Partner CYwP FundMichael Austin Technical Strategist Luvozo, PBCAhmed Awadelkarim COO EdFundr LLCJohn Backus Managing Partner New Atlantic VenturesKevin Bae MBA Georgetown UniversityDavid Bain President TM TechnologiesCourtney Banks Spaeth CEO growth. (formerly NSAWW)Laura Baracaldo Chairman & CEO Policy Partners, LLCTrish Barber Founder 3 Ways DigitalKevin Barrow Georgetown UniversityTim Batchelor Chairman White Peak CapitalDavid Behan Co-Founder BēPJ Bellomo Co-Founder CXO.zoneGordon Bernhardt President & CEO Bernhardt Wealth ManagementKarthik Bhat Founder & CEO SecureDB Peter Black Finance Manager ePlusRandy Blake Principal Duncaster InvestmentsShelly Blake-Plock CEO Yet AnalyticsJames Bo President BusinessObject SolutionsKate Boeding Lead Associate, Strategic Ventures Booz Allen HamiltonMike Borek VP of Strategic Initiatives SkyCreek CorporationAlain Briancon Co-Founder & CEO Kitchology Inc. Michael Broder President & CEO Brightline StrategiesKathy Broe HR Manager Tech 2000, Inc. Ed Broenniman Managing Director The Piedmont Group LLCMaureen Bryant Strategy AssociatesAdam Bullian Director QIP SolutionsDamarn Carroll CEO & Founder O.V.E.R. Technology, Inc.Sean Cease CEO BizDevXMae Chang CEO Chang Consulting ServicesAntonia Chen Business Analyst Tech 2000, Inc.Danni Chen Account Executive Smart CEOWayne Chen Strategic Ventures Booz Allen HamiltonJeffrey Cherry Executive Director Conscious Venture LabsMatthew Chervenak Founder and CEO GBI HealthPhilippe Chetrit CEO MobilestRyan Child President NeoveraStewart Christ Founder Executive Peer ForumGeorge Churchwell Co-Founder & President Tech 2000, Inc.Jeanne Churchwell Co-Founder & VP of Operations Tech 2000, Inc.Derek Coburn Co-Founder and Author CADREDan Coffing President Syntegrity NetworksDan Cohen Chief Growth Officer Network For GoodBuff Colchagoff Partner Nitor Group, Ltd.Kathryn Collings Laing Principal/President US Boston/Pear Tree Partners

PARTNERS

ATTENDEES

Wharton Club of Washington, DC

Wilson Sonsini Goodrich & Rosati

Ryan and Wetmore

Montgomery County Department of Economic Development

The Meltzer Group

Page 34: Big Idea CONNECTpreneur Spring Forum

First Name Last Name Title CompanyMike Collins Outreach Director Office of Congressman Gerry ConnollyRory Cooper Mid-Atlantic Regional Manager InsperityMichael Copty Vice President Silicon Valley BankJohn Crain Founder & Principal 452 ConsultingJohn Criezis Co-Founder and Vice President BēKevin Cunningham Principal Leeds Novamark CapitalDaniel Cunningham Founder Leonardo247John Daus President DigiFuturesTara de Nicholas VP, Marketing and Business Development nviteCharles de Vilmorin CEO Linked SeniorTaylor Devine Founder & CEO The CDI GroupFred Diamond President DIAMOND Strategic MarketingPaul Dinte CEO Dinte Executive SearchJanet Dobbins VP of Marketing & Communications Statistics.comDaniel Dolce Senior VP, Acquisitions & Development LaKota Hotels & ResortsSteven Doll Founder and CEO Clear SkiesDarrell Duane CTO Going Green TodayGuy Dunn Asian American Chamber of CommerceEbong Eka CPA EbongEka.comAmzi Ellington PC3 MedicalSteve Ely Founder Equity Corps LLCBenjamin England Owner FDAImports.com, LLC Asher Epstein COO Access Health GroupMark Esposito BD Executive, Strategic Growth Markets Ernst and YoungArshad Farooqi Co-Founder & CEO MobriseKatherine Ferguson Vice President of Business Development Cooley LLPHeather Louise Finch Account Executive Smart CEODwight Fischer Principal MetroNetSharon Flank, Ph.D. CEO InfraTracRic Fleisher Co-Founder, EVP Corp. Dev. Urgent.lyBrian Flores Compost Crew Koji Flowers Founder Big Cloud MediaMarc Freedman CCE, CERC Expense To ProfitLisa Friedlander CEO Activity RocketYali Friedman President ThinkBiotech Will Fuentes CEO & Founder Lemur RetailJulie Gaskins Founder Gem Jobs NetworkHarry Geller Owner WilJaxAndrey Gidaspov Development Director American Geosciences InstituteGlenn Giles President & CEO PriviaLindsay Gill Executive Director Business Development Luke’s WingsJared Gold President Brevity DigitalJ. Christopher Golden CEO Keystone Business GroupCarl Grant EVP, Business Development Cooley LLPIdris Grant Co-Founder & Chairman LSi MediaMary Grant Managing Director The Piedmont Group LLCSabine Grant CEO & President LSi MediaSteve Graubart CFO 1776Ingar Grev Managing Director The Grev Group, LLCFred Gumbinner Managing Director YG Funding GroupRobert Hagerty Associate Farragut Capital PartnersJeff Hale CoFounder Rebel DeskJack Hangen Principal Blu Venture InvestorsDaniel Hanks Director, Technology Sector Pagnato-Karp, HightowerKen Hansen CEO co.com RegistryClay Harris Senior Wealth Director BNY MellonJeffrey Hausfeld MD, MBA Founder and Chairman Society of Physician EntrepreneursJennifer Hecht VP of Business Development BenComm Dan Henderson Investment Director Center for Innovative TechnologyJohn Higginbotham Chairman & CEO Blue Ridge NetworksDoug Hill Partner Nitor GroupJohn Holaday Angel InvestorTerry Hsiao CEO Hook MobileGloria Jacobovitz Johns Hopkins University Applied Physics LaboratoryNelson Jacobsen Co-CEO AltaVoz DistributionVinod Jain President & CEO India-US World Affairs Institute, Inc. Tonaus John Chief Operating Officer NOVO Development CorporationJiemin Jordan Partner Decisive Investment GroupJohn Jordan COO Total Wine and MoreKatie Jordan Principal verasolveJuan Jorquera Co-Founder & President Vagabond VendingAdam Joseph SVP Global Services ConcurPeter Justen CEO Five PlusMaimah Karmo President Bliss MagazineJennifer Kavounas Licensed RE Professional Metro Referrals, Inc.John Kealey CEO Decision LensLiam Keane CEO Enviro ConfirmJoe Kessler Managing Partner Next-Stage Development GroupJoe Keum Founder & CEO KlickorderRobert Keuroglian President & CEO Sentrien Systems

ATTENDEES

Page 35: Big Idea CONNECTpreneur Spring Forum

First Name Last Name Title CompanyLindsay Kin Executive Director Luke's WingsJames Kirchhoff Co-Founder MARK AppAmy Klein Chief Operating Officer The Vivelan GroupJoe Klein Founder & CEO Disrupt6 Rebecca Klemm Founder NumbersAlive!Tom Kohn Executive in Residence Kogod School of Business at American University Chris Koomey President Online Trading Academy Steve Kubisen Director George Washington UniversitySteve Kupka Managing Partner Husch Blackwell Sanders LLPKim Larsen Partner Capital CreationMcCall LarsenRebecca Leung President Hyphen GroupMike Leurdijk VP Core Capital PartnersMark Levine Managing Director Core Capital PartnersMartin Levine Founder & CEO WhyttleChih-Hsiang Li CEO CCACCJustin Lichtenstaedter CEO YapperRichard Lindahl CFO Corporate Executive Board Steve Little CEO Zero Limits Ventures William Livingston Chief Product Officer HotelNeighborhoodMichael Loftus Design Lead MARK APPBob London President London,InkJim Long Managing Director VentureCross PartnersBill Loomis CFO CentennialMichael Lopes Vice President Bernstein Global Wealth ManagementKira Elvey Lopez Sales Associate TTR Sotheby's International RealtyBrad Love M&A Advisor ID Private EquityAlan Luba CEO Human Resources Consultants LLCDennis Lucey Vice President TKC GlobalBrandon Luong CEO & Founder Guanxi InnovationsEvan Lutz CEO Hungry Harvest Chad MacDonald President & CEO Connected Services TechnologyJeffrey Majka Product Manager M&T BankBeth Maloney President Palladian PartnersJanice Mandel Communications Consultant and AdvisorRobert Mander Founder GovlishAileen Manguiat Financial Accountant FDAImports.comGhazenfer Mansoor Founder HireworxJosh Marpet Founder & CEO Bijoti Mike Matalone President ExcelsiorTom McMillen Chairman & CEO Washington Capital Advisors, LLCArt Medici Partner Newport Board GroupAndrew Miller President and Co-Founder Big Swift KickNavroop Mitter CEO ArmorTextMark Modica CEO VyanceBeth Monroe CEO JustinBradley Financial RecruitingJason Morris Co-Founder and CEO EdFundrPatrick Moynahan President The Cloudburst GroupMuhammad Mueen CEO Zigron HealthcareMarie-Louise Murville CEO Delight Me, Inc.Zach Nelkin General Operations Hungry Harvest Lowell Nerenberg Principal & Coach Coach LowellKim Nguyen Managing Partner Brilliant Keypoint Investments, LLCCourtney Noles Director, Business Development Lore SystemsAngie O'Grady COO COOxist.comScott Ormiston Director of Solutions Architecture AffigentBrig Owens Principal The Bennett GroupIlbay Ozbay Founder & CEO Outroop Inc.Neel Patel CEO Magnify ItPratik Patel Co-Founder LiftOff HealthMichele Perry COO Red ShredMatthew Pikar President Cortix Systems Inc.Sam Pollaro CEO VengaJody Presti CEO JobOnDr. Roland Probst Founder ACUITYnano, LLCBob Procelli COO, & Internal Counsel BrownIT Holdings CorporationWaleed Qamar Co-Founder & CEO MedNavPhillip Quatrini Managing Attorney Rimon Law GroupHelen Qubain Strategy Consultant Helen Qubain ConsultingAnabel Quintero Business Development Associate MV FinancialHarley Radin Private InvestorNatasha Rajpal CFO Coder LoanNishi Rawat Founder OpenBedsJohn Reardon Principal Reardon Consulting, LLPEd Redfern Jr Founder, President & CEO Holistic Aquatics, LLCGeoffrey Rempel Owner Kore K9, LLCBill Replogle CEO PostCreatorJanine Rethy Founding Parther & President Mark My World, LLCMichael Rethy Founding Partner & CEO Mark My World, LLCAmy Riccardi CEO HCM2020, LLC

ATTENDEES

Page 36: Big Idea CONNECTpreneur Spring Forum

First Name Last Name Title CompanyRaymond Rice Angel InvestorAlexander Romero Director of Product Marketing Management MobileIronAaron Rosenthal Founder/CEO Golfswell, Inc.Chris Ross Senior Portfolio Manager BNY Mellon Wealth ManagementMichael Ross President & CEO Euclid Vision SystemsRyan Ross Program Manager Halcyon IncubatorTimothy Ross Partner Cohn ReznickWilliam Rothwell VP, Senior Private Banking & BD Manager Capital BankRobert Ruyak Strategic Ventures Booz Allen HamiltonDaniel Ryan Villanova UniversitySamira Sabulis Founder TagazuDavid Samuels CFO DrFirstLiz Sara Managing Director Best Marketing, LLCMichael Sarvi Founder & CEO GAMESCAPETom Scholl Venture Partner Novak Biddle Venture PartnersGerhard Schwandt Personal Efficiency Expert Management Partners InternationalJoel Selzer CEO ArcheMedXMario Shaffer Director Capitala GroupCindy Shao President Asian American Chamber of CommerceElizabeth Shea President & CEO Speakerbox CommunicationsIris Sherman Co-Founder & President Kitchology Inc. Parag Sheth Senior Director RadiusElissa Shevinsky Founder & CEO JeKuDo Kelly Simpson Director of Sales 10PearlsMichael Slage Co-Founder & CEO LiftOff HealthDon Small CEO MetroNetBill Smith VP Product & Growth AppneticDr. William Smith Chairman and CEO MedRedPatrick Smith Founder & CEO Power SupplyAlan Snyder SVP of Strategy Good Technology Anthony Solazzo Managing Partner Masonboro PartnersPamela Sorensen Founder Punch Enterprises, LLCPhilip Soriano Co-Founder & Customer Experience Hugh & CryeAngela Sparrow Business Consultant Citi Merchant Services Julia Spicer Executive Director Mid-Atlantic Venture AssociationTom SpringerRoy Stephan Founder & CEO PierceGTI Scott Stephens Executive Vice President Bendure CommunicationsJason Stern President & CEO Braddock Communications, Inc.Bill Stokes Chairman Washington Network GroupRichard Stroup CEO Winsome Trail AssociatesTony SurakSarah Taurchini Product Lead MARK AppVelan Thillairajah CEO & Founder EAI TechnologiesScott Thompson Partner Stories IncorporatedLisa Throckmorton Executive Vice President SpeakerBox CommunicationsMaksim Tsvetovat CTO OpenhealthElizabeth Updike President Liz Enterprises, LLC Anne Van Gilson Angel InvestorCrispin Vary Senior Director of Sales Corporate Executive Board Charlie Venus Vice President Brown & Brown Insurance Agency of VAAdam Viener CEO IMWavePranav Vora CEO & Founder Hugh & CryeRyan Walter Compost Crew John Warden COO PierceGTI Neil Wasserman Managing Partner Timewave Analytics, LLCMatt Whitaker CEO Clear Rock Rob Wilder Founder & Partner THINK food GROUPCheryl Wilner CEO Bethesda Advanced SolutionsGary Winkler President American CyberRonan Wisdom Chief Product Officer Binary Fountain Inc.Terry Wolters CEO NotifiUsDarren Womer Director Welbeck Secure Solutions, LLCJeff Yentis Founder TopBoxNate Yohannes Sr. Advisor - Office of Investment & Innovation US Small Business AdministrationDrew Zaleski VP & Director IT Services Lore SystemsPhil Zalewski Managing Director The Parkwood GroupHans Zeigler COO & CFO E GroupJohn Zett VP of Operations Iluminage BeautyRobert Zimmerman Managing Partner QIP SolutionsMark Zuckerman CEO Clear Government Solutions

ATTENDEES

Page 37: Big Idea CONNECTpreneur Spring Forum

Why Our Customers Choose Lore For Their IT Needs?

We are 100% focused on our clients' goals and bring deep and broad IT expertise, flexibility and agility to make IT easier, friendlier and more reliable.

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THANK YOU TO OUR SPONSORS

Next CONNECTpreneur Forum: June 4, 2015