5
$90B + $50B + $25B = $165B Buying a Home Selling a Home Sellers save $10,000 on average when they sell their home for a flat $1,500 fee. List your home on the Homie app and receive photos, online marketing, a sign and dedicated agent team to help you sell fast and for top dollar. Getting a Loan Buyers save even more with a low interest rate loan and industry leading speed-to-close. Simply pre-qualify in the Homie app and a dedicated Mortgage Coach will help you get more house for your money. Buy Side • Closed over $1B+ in total RE value • Closed on over 780 homes • Massive upside with untapped leads Sell Side • Sold over 2,400 homes • Saved users over $35M in fees • Selling at 99% of listing price Home Loans • Closed over 550 loans • 85% of Homie buyers use loans • Top 1% nationally in speed-to-close Homie’s Tech and Team Approach is Winning Battle Tested Team Team of proven entrepreneurs with experience in high growth startups, real estate, venture capital and investment banking. What is Homie? Homie is a tech-first brokerage building software to streamline home buying and selling with a mission is to eliminate unnecessary fees and commissions. We're building a full-stack platform to simplify the entire process from contract to close - including home loans, title, escrow, and home insurance. Executive Summary Buyers receive up to $5,000 when they buy with Homie. Request an on-demand tour of any home with the Homie app and a dedicated Homie agent team will help you find the perfect home without over paying. Market Ripe for Disruption Agent Fees Mortgage Fees Closing Fees Total Market Real Estate is the last major industry to be disrupted, dis-intermediated and redefined by technology. Every other industry, from transportation to travel, has built technology to lower costs, increase convenience and improve the consumer experience. Launched platform Launched buy side and Homie Loans 85% of Homie buyers using Homie Loans $1B+ in RE value 230% revenue growth OCT 17 OCT 18 DEC 18 Became #1 listing brokerage in Utah AUG 17 Full launch in Phoenix, Arizona (2nd market) JUNE 18 MAR 16 Johnny Hanna Co-founder, CEO Mike Trionfo Co-founder, CTO Mike Peregrina Co-founder, CFO Joe Grover CMO Vanessa Clayton VP, Legal and HR Jack Hanley VP, Real Estate Ops

Homie Executive Summary Feb 19 - investsouthwest.org · Client Relations Distributions DBA Quote Countertops 11811 N Tatum Blvd, Phoenix, AZ 85028 844-QUOTE-44 Product/Service Overview:

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Page 1: Homie Executive Summary Feb 19 - investsouthwest.org · Client Relations Distributions DBA Quote Countertops 11811 N Tatum Blvd, Phoenix, AZ 85028 844-QUOTE-44 Product/Service Overview:

$90B + $50B + $25B = $165B

Buying a Home Selling a HomeSellers save $10,000 on average when they sell their home for a flat $1,500 fee. List your home on the Homie app and receive photos, online marketing, a sign and dedicated agent team to help you sell fast and for top dollar.

Getting a LoanBuyers save even more with a low interest rate loan and industry leading speed-to-close. Simply pre-qualify in the Homie app and a dedicated Mortgage Coach will help you get more house for your money.

Buy Side

• Closed over $1B+ in total RE value• Closed on over 780 homes• Massive upside with untapped leads

Sell Side

• Sold over 2,400 homes• Saved users over $35M in fees• Selling at 99% of listing price

Home Loans

• Closed over 550 loans• 85% of Homie buyers use loans• Top 1% nationally in speed-to-close

Homie’s Tech and Team Approach is Winning

Battle Tested TeamTeam of proven entrepreneurs with experience in high growth startups, real estate, venture capital and investment banking.

What is Homie? Homie is a tech-first brokerage building software to streamline home buying and selling with a mission is to eliminate unnecessary fees and commissions. We're building a full-stack platform to simplify the entire process from contract to close - including home loans, title, escrow, and home insurance.

Executive Summary

Buyers receive up to $5,000 when they buy with Homie. Request an on-demand tour of any home with the Homie app and a dedicated Homie agent team will help you find the perfect home without over paying.

Market Ripe for Disruption

Agent Fees Mortgage Fees Closing Fees Total Market

Real Estate is the last major industry to be disrupted, dis-intermediated and redefined by technology. Every other industry, from transportation to travel, has built technology to lower costs, increase convenience and improve the consumer experience.

Launchedplatform

Launched buy side and Homie Loans

85% of Homie buyers using Homie Loans

$1B+ in RE value230% revenue growth

OCT 17 OCT 18

DEC 18Became #1 listing brokerage in Utah

AUG 17Full launch in Phoenix, Arizona (2nd market)

JUNE 18

MAR 16

Johnny HannaCo-founder, CEO

Mike TrionfoCo-founder, CTO

Mike PeregrinaCo-founder, CFO

Joe GroverCMO

Vanessa ClaytonVP, Legal and HR

Jack HanleyVP, Real Estate Ops

Page 2: Homie Executive Summary Feb 19 - investsouthwest.org · Client Relations Distributions DBA Quote Countertops 11811 N Tatum Blvd, Phoenix, AZ 85028 844-QUOTE-44 Product/Service Overview:

 JUMP 

2500 Executive Pkwy, Ste 120 Lehi, Utah 84043 

getjump.com   

 

 Company Overview: Most business owners don’t realize how much business they lose every day because of weak search engine results, online reviews, and social media. JUMP is a SaaS platform that makes it easy for anyone to improve their online presence and get more customers. Our tools empower a small business to manage all of the critical elements needed for a strong online presence, which increases their visibility and drives more customers into their business.  Product/Service Overview: JUMP is a suite of online tools that enable small businesses to manage the most crucial parts of their online presence. This includes their company’s directory listing information, customer reviews on third-party websites such as Google and Facebook, and social media posting. Our deceptively simple user interface offers small businesses the ability to take control of their own business data and tap into customer feedback, and cultivate more positive reviews and customer engagement.   Market Opportunity: Globally, there are over 512 million small to medium-sized businesses. Our initial target is a narrower segment of these businesses, with over $150,000 in revenue and at least 2 employees. We have also focused primarily on the SMB audience in the United States, with a secondary focus on on other English-speaking countries, including the UK, Canada and Australia.   Our primary marketing channels for our direct sales efforts include digital marketing on major platforms such as Google, Facebook, and Linkedin, and small business focused events. We are in the early stages of rolling out a content strategy that includes creating helpful content for our target customers, to help us become recognized as a leading small business advocate.   Our channel strategy includes partnering with marketing agencies who white label and resell our product to their clients, as well as larger strategic partnerships where we are able to tap into larger partners’ customer bases that include thousands of small business customers.   Management Team: The following is a list of key leaders at JUMP, their current roles and highlights from their previous experience.  

● Chad Ingram, CEO - serial entrepreneur in SMB marketing, Scout50 ● Hal Halladay, CFO - executive at Infusionsoft; About.com; UBS ● Jeff Mask, Chief Revenue Officer - VP at Infusionsoft; Pfizer ● Amber Johnson, Operations - small business strategist ● Nate Call, Product - enterprise technology solutions at Dell/EMC ● Sean Warner, Customer Success - director of customer success at Infusionsoft, small business 

entrepreneur ● Dave Bascom, Marketing - VP marketing at Homie; SEO.com 

 

Page 3: Homie Executive Summary Feb 19 - investsouthwest.org · Client Relations Distributions DBA Quote Countertops 11811 N Tatum Blvd, Phoenix, AZ 85028 844-QUOTE-44 Product/Service Overview:

Client Relations Distributions DBA Quote Countertops

11811 N Tatum Blvd, Phoenix, AZ 85028

www.quotecountertops.com 844-QUOTE-44

Product/Service Overview: Our first to market technology lets a consumer shop and design their Dream Kitchen or Bathroom in minutes. We have revolutionized the remodeling industry by allowing the consumer to design and shop simultaneously. We brought lead capture, E-commerce, and design into one program that gives a perceived quality to our customers and allows for a stickier end consumer. Our system also comes with a complete CRM system that is formatted for remodelers and allows us to give our customers the tools to be more efficient and win more jobs. Since we are first to market, our partnerships with the major manufacturers create a barrier of entry for all new competitors. Our customers use our revolutionary technology to drive more business online and streamline the sales process in their showrooms and in the customer’s home.

Market Opportunity: The In-Home Service industry is over $400 billion dollars. Quote Countertops is the only consumer facing sales and marketing tool that allow customers to visually shop online for installed services. Currently the kitchen and bath market is the fastest growing in home services segment of this market. Through our relationship with Angie’s List/Home Advisor we know that there is over 160,000 companies that can benefit from our software. With 81% of consumers starting their buying journey online the need for an online solution is more important now than ever. When you add the total number of consumers shopping each year, the kitchen and bath market is the fastest growing in home services segment of this $400 Billion dollar market. We currently have over 500 customers. With our new market strategy, we intend to leverage our manufacturer network like Moen, Kohler, MSI, ReBath, Bertch, Cosentino, ASG, Avaire. and many more to use their sales teams to attract new customers by driving new business through custom versions of our visual quoting tools with all of their products effectively increasing conversions for their entire network online, retail stores and in home with customers. We also intend to continue to win new customers through tradeshows as well as our traditional advertising. Management Team: Alan Lerner (CEO & Founder) – Owned a $50 million dollar per year Real Estate Company, Nikos Papadopoulos (Partner) – Owner of largest stocking stone fabrication company in the United States (Current revenue about $60 million dollars yearly), Frank Sciarrino – 20 years experience in the Remodeling Industry (VP and Managing Partner), James Freeman – (Strategic Growth manager) 13 Years in Fabrication industry, Jeff Frost 15 years Sales and Management Experience (VP of Sales)

Page 4: Homie Executive Summary Feb 19 - investsouthwest.org · Client Relations Distributions DBA Quote Countertops 11811 N Tatum Blvd, Phoenix, AZ 85028 844-QUOTE-44 Product/Service Overview:

SproutFinancialStephenCampbell,[email protected]

(480)206-2728

SproutFinancial

CompanyOverview:

SproutFinancial(Sprout),isafull-servicefundingserviceproviderwithanintelligentfull-stacktechnologyplatformthatofferscustomizedfundingsolutionsdirectlytosmallbusinessesandtoPartnersthatofferfundingtotheircustomers.SproutservesmostindustriesasmanyofourproductscomplimentindustryspecificlendingbutweareprimarilyinFranchising,RealEstateInvesting,BusinessEducationandDigitalMarketing.Product/ServiceOverview:

Sproutoffersinstantdecisionandonboardingtechnologyfreetoourrevenue-sharePartners.Financialproductsthatmakeupourbaseoflendingincludeunsecuredlinesofcredit,personalinstallmentloans,businessLOCandtermloans,401KSololoans,HardMoneyandPrivateMoney.Utilizingthesefundingproducts,Sproutunderwritesandcreatesuniqueproductswheresmallbusinessownersareunderservedinourprimarymarkets.Withouruniquelendingproductsinhighgrowthmarkets,lendingdecisiontechnologyandscalingservicingtechnology,Sproutissetapartfromtraditionallendersandcanfulfillonamassiveleadflow.MarketOpportunity:

Sproutisagrowingleaderinourprimarymarketsbuthasthetechnologyplatformtoextendinotherverticalmarketswithourbreadthoflendingproductsandauto-underwritingrule/AIbasedtechnology.Sproutnotonlyreceivesleadsfromdozensofleadsourcepartnersbutalsogeneratesleadsinmultiplemarketsfromourdigitalservicesdivision.ForourPartnerdrivenleads,ouruniquepartnerrevenuesharemodelpermitsustogrowwithouttappingcashflowforleadgeneration.CurrentlySproutfundsoverabilliondollarsamonthandisinpositiontoscalewithincreasedlending.ExecutiveManagementTeam:

StephenCampbell,CEO.PriortofoundingSprout,StephenwasCEOofMiCampSolutions andisaco-founder/co-owner.MiCampisapreferredtechnologysolutionpartnerofFirst Data,processingover$4Bdollarsannually.StephenisaserialentrepreneurinFintechand hasanOrganizationBehaviorManagementdegreefromBrownUniversity. TimBaldwin,CTO.PriortojoiningSprout,TimwasChiefInformationOfficerofWilmington TrustRISwhichmanagedover$50Binretirementassetsandatechnologyleaderinretirement investmentservices.TimhasbeenaCTOandleadarchitectforfortune100companiesforthe majorityofhiscareerandholdsaBSinnuclearengineeringandphysicsfromUWMadison.

Page 5: Homie Executive Summary Feb 19 - investsouthwest.org · Client Relations Distributions DBA Quote Countertops 11811 N Tatum Blvd, Phoenix, AZ 85028 844-QUOTE-44 Product/Service Overview:

T R A C T I O N H I G H L I G H T S

13

215

$1.6

FULL TIME EMPLOYEES

Founder and majority of team worked in NPO space.

CUSTOMERS Significant traction & early customer delight.

STEADY GROWTH

$1.6M ARR + $450K services Roughly 100% YoY growth

105% REVENUE RETENTION

We are increasing share of wallet!

S E L E C T C U S T O M E R S E X P E R I E N C E D T E A M

CO-FOUNDER OF SHOTZOOM (EXIT) One of Apple’s top revenue generating app suites (Golfshot)

BORN FROM Core team has been launching successful software for top nonprofits and for-profits for last 8 years

WEALTH EXPERIENCE ON TEAM

Virtuous is the only modern nonprofit CRM,

Marketing Automation & Donation platform

purpose-built to personalize donor

communications.

We are growing global generosity by combining

modern marketing with leading edge fundraising.

T H E P R O B L E M

ANTIQUATED NONPROFIT TECH Charities are handcuffed to legacy software built for accounting and mass direct mail

A B I G M A R K E T

EXECUTIVE SUMMARY

A HUGE SHIFT IN THE WORLD Over the past 10 years consumers have come to expect personalized experiences. And modern donors want a personal connection to their cause.

THE RESULT Nonprofits are spending more money to attract and

retain modern donors - and the chasm is growing!

• 1.5M US nonprofits with $400B/yr in donation revenue and $1.3T/yr in total revenue.

• Nonprofit donations represent > 2.5% of US GDP

• Blackbaud (legacy leader in the space) is publicly traded with $800M in nonprofit software revenue

• Blackbaud estimates a $7.3B TAM for nonprofit software• “Marketing Automation” software market is expected to

double from 2014 to 2025 ($3.6B to $7.6B) INITIAL TARGET MARKET

Initially we’ve limited our target market to 42K nonprofits from $3-$100M in revenue