seedinvest halo - private funding platforms for angel groups and incubators (sept 2013)

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The Game Changer 80-year securities laws are finally changed on September 23 rd, 2013… But fundraisers will need to leverage technology in order to comply Manager Fundraising has always been conducted in a bubble and it just burst

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Halo is a powerful technology platform where angel groups can privately invite and manage members, manage their deal funnel, syndicate deals, verify accredited investor status, conduct due diligence, electronically sign transaction documents, fund investments into an escrow account and create and manage pooled investment vehicles (LLCs).

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Page 1: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

The Game Changer

80-year securities laws are finally changed on September 23rd, 2013…

But fundraisers will need to leverage technology in order to comply

Manager

Fundraising has always been conducted in a bubble and it

just burst

Page 2: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

What is SeedInvest Halo?

SeedInvest is a state-of-the-art funding platform for Angel Groups and Incubators

Host Live Video Sessions

• Live pitch / diligence sessions from home

• Online investor meetings

Improve Due Diligence

• State-of-the-art data room• Enhanced investor

collaboration tools

Streamline Investing

• Investors sign legal documents and fund investments online

Generally Solicit

• General solicitation tools• Accreditation verification• Form D filing technology

Simplify Syndication

• Instantly share and track deals with other groups

• Solicit interest internally

Reach More Investors

• 750 accredited investors on the platform and growing rapidly

Page 3: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

Your Own Platform

Customize • Customize your landing page, manage your own deals and grow your accredited investor base.

Page 4: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

Streamline Investing

Invest • Securely streamline investment execution; never collect signature pages or checks from investors again.

Page 5: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

Generally Solicit & Verify

Advertise • Leverage the ability to generally solicit for the first time in 80-years with automated accreditation verification and Form D filings.

Page 6: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

Effortlessly Manage Your Group

Manage • Automate group management through powerful deal tracking, communication and notification tools.

Page 7: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

Simplify Syndication

Syndicate • Seamlessly share deals with angel groups, venture funds and individuals while automatically tracking any interest.

Page 8: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

Enhance Due Diligence

Diligence • Empower investors to conduct due diligence through state-of-the-art data room and investor collaboration tools.

Page 9: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

Host Live Video Sessions

Stream • Host live pitch/diligence sessions and group meetings virtually from home in a click.

Page 10: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

Facilitate Reporting

Report • Host virtual board meetings and simplify investor relations through powerful post-funding tools.

Page 11: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

Reach More Investors

Reach • Reach accredited investors around the country or keep deals to your group – it’s completely up to you.

Page 12: SeedInvest Halo - Private Funding Platforms for Angel Groups and Incubators (sept 2013)

OVERVIEW FOR ANGEL GROUPS/INCUBATORSSEPTEMBER 2013

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