Chartered Investor (CI) Institute™ - The CI Designation™
Series A Pitch Deck
Michael Herlache Managing Director
February 21, 2015
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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
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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
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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
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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