Chartered Investor (CI) Institute™ - The CI Designation™

Series A Pitch Deck

Michael Herlache Managing Director

February 21, 2015

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performance prepared by or in consultations with the recipient and are intended only to suggest a

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Table of Contents

1. Overview of Chartered Investor (CI) Institute

2. Chartered Investor (CI) Institute Valuation

3. Private Offering

4. Investment Rationale

5. Share Purchase Process

6. Contact

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Overview of Chartered Investor (CI) Institute

4

Global PresenceFirm Overview

Chartered Investor (CI) Institute provides the Chartered

Investor (CI) Designation™

Chartered Investor (CI) Institute’ initial markets are the

USA, Canada, Europe, Australia, India, and

Bangladesh

Chartered Investor (CI) Institute is a online platform,

iOS application and participates with Facebook connect

Geographic Coverage

Focus on USA, Canada, Europe, Australia, India,

and Bangladesh

The Importance of Demographics

Return Focused Platform

High Return Platform

Billion Dollar Exit Strategy

Chicago ◦ Mumbai

Overview of Chartered Investor (CI) Institute

Overview of Chartered Investor (CI) Institute

Strong experienced team

• Experienced Private Equity executive

• Broad syndication experience

• Asia centric development team

Focused geographic coverage

• Geographic coverage includes USA, Canada, Europe, Australia, India, and Bangladesh

Billion dollar exit strategy

Growth in users at an increasing rate

• Online platform, iOS application and Facebook connect

5

Why Chartered Investor (CI) Institute?

Chartered Investor (CI) Institute Valuation

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Valuing a Platform

Chartered Investor (CI) Institute

Simplified Intrinsic Valuation:

Users:

User Valuation:

Implied User Purchase Price (@ XYZ Share Price):

The Holding Company’s Value is the sum of each of the portfolio company’s (ie Platform) user

valuation plus the valuation of the synergies

Comparable Companies & Comparable Transactions

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Implied Valuation

Chartered Investor (CI) Institute

Comparable companies & comparable transactions valuations support a valuation in the range of $1 mm

to $2 mm USD

Chartered Investor (CI) Institute Private Offering

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Private Offering

Chartered Investor (CI) Institute is targeting a $2 mm valuation with a 25-45% share sale

Chartered Investor (CI) Institute

Investment Rationale

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Growth in users increasing at an increasing rate

Investment early on allows for multiple expansion and exponential wealth increase

Billion dollar exit strategy

Investor Rationale

Demand

Share Purchase Process

Chartered Investor (CI) Institute

14

Shares Sold On a Percentage Basis

Process

Chartered Investor (CI) Institute runs a standard private share sale process to sell shares on a percentage basis

with the ability to take investment from a syndicate of private investors