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Corporate Organization & 2020 Offerings
Founded in 2012, ARIISE began life as a business sustainability consultant and helped its first threeclients grow an average of 400%. It quickly morphed into a dual-pronged consultant and RealEstate investment company that focused on technology and intellectual property creation. Aftercompleting the world’s most sustainable home, while creating 12 patents with the technology,each of ARIISE’s subsidiaries needed to be independent to grow. It was reformed as ARIISEHoldings in 2017 and the consulting branch and equity fund were split into their own companies.ARIISE EQUITY now raises capital for new ventures, focusing on technology and infrastructureprojects while ARIISE PARTNERS focuses on branding, marketing and scaling small businessesnationally and internationally.
Founded in 2012, but spun-off in 2017,ARIISE Partners kept its core business ofaiding startups and established companiesreach market, sustainability and/or growth,with now 37 companies aided and morecoming soon. Industries include but arenot limited to Product, App, Service,Wellness, Construction, Restaurants andRe-brandings.
Founded in 2014, ARIISE EQUITY, LLP hasdelivered 18%+ returns yearly to itsinvestors, growing to over $30M in thattime. It has been kept small to achieve itsFounders goal of choosing who to workwith in addition to increased profit.
Founded in 2019, SHELVED has becomethe manifestation of the dozens ofopportunities created by its parent andsister companies. It will become aninternational marketplace for CompanyAssets, Tech, Real Estate, or IntellectualProperty to be scaled, invested in or soldfrom over 4,000 Investors Worldwide.
Chief Financial Strategist. As founder of Desai Capital Management, his buyout-focusedequity portfolio totaling $400M, has outperformed the benchmark since inception byanalyzing assets and equities in both international and domestic markets in all marketcapitalizations. Prior to which, he worked for S&P and led Bretwood and Colony CapitalManagement. His shorthand method of analysis (financial, economic, statistical) to valuatecompanies in every sector has been featured in Fortune, Bloomberg and The Wall StreetJournal as well as being named Professor at UNC’s Kenan-Flagler School of Business.Ashish Desai
COO of ARIISE™ and its holdings, including POZER. Robert began at the White House in theClinton Administration and also served at U.S. Department of Agriculture and led initiatives,including efforts to shepherd China into the World Trade Organization. Robert was a PressSecretary on two U.S. presidential campaigns. Robert since started a consulting firmservicing UN agencies and others designing and implementing numerous global projectsand programs. He has established strong partnerships between governments, NGOs, andthe private sector.Robert Palmer
LEADERSHIP TEAM
CEO of ARIISE™ and its holdings, including POZER. By 34, he had developed, designed orfinanced over $1.7bn in Real Estate assets with an average return of 19% for his clients,partners and investors. In addition, his emphasis on finding value then building businessmodels to monetize it led him to found 11 companies, 7 reaching revenue and 6 successfulexits. This has led to diverse recognition including the 2007 LISC award for Chicago UrbanDevelopment, being named Top 100 Influencers in Forbes, 40 under 40 in multipleindustries and having over 20 patents and trademarks.Ryan Kolar
Dilworth Paxson is chieflegal counsel for ARIISEand its holdings.
FIZZ is Marketing consultantfor POZER, they have over150 employees worldwide.
BOARD of ADVISORS
Ted Wright has been at the forefront of Word of Mouth Marketing since he helped re-ignite the Pabst Blue Ribbon brand in2000. Over the last decade, his agency FIZZ has become a global leader in Word of Mouth Marketing with clients on everycontinent. Often called the best WOMM speaker working today, Ted has won numerous public speaking awards. An alumnusof Booz Allen & Hamilton, Ted holds an MBA with honors from The University of Chicago.
Ted Wright
Edward K. Rutledge serves as CFO and CIO for Urban Investment Research Corporation (UIRC), a $400m PE firm based inChicago since 2008 after years of sourcing real estate capital for Draper and Kramer. Prior to this, Mr. Rutledge was a Managerat Charter Consulting, where he led management consulting assignments at CNA Insurance, BNP Paribas and the FederalReserve Bank of Chicago. Mr. Rutledge also spent several years in Amsterdam with ABN AMRO Asset Management, where heserved on the Global Business Development Committee.
Edward Rutledge
John Iwanski specializes in transaction services. He has served companies in a variety of industries, including financial services,healthcare, construction, real estate, retail, insurance and manufacturing and distribution. By performing buy-side and sell-side due diligence, capital analysis, carve-outs, industry roll-ups, financial modeling, transaction services agreements, andgeneral transaction advisory services, John has been instrumental in his ability to provide highly informed market strategies,and effective leadership, including a Fortune 100 global industrials company.
John Iwanski
David Klusendorf is an ex floor trader at the Chicago BOT. He is a multi-business founder, including co-founder of TyphonCapital. Typhon Capital Management, LLC is a Member of the National Futures Association and registered as a CommodityPool Operator and a Commodity Trading Advisor and only provides services to Qualified Eligible Participants as defined insection 4.7 of the Commodity Exchange Act.
David Klusendorf
Company Overview and Investment Strategy
COMPANY OVERVIEWThe General Partner and the Board search for, build up,and sometimes create opportunities every 18 months to 2years. Those opportunities are placed in a presentation ofofferings once every 2-3 years. ARIISE EQUITY then raisescapital in order to capture huge upside value in a variety ofindustries. The team invests first, works with the foundersto create more value, then uses investor funds to scale thecompanies and their profits.
In addition, the GP and Board Members have also rolledback fees and salaries to be rewarded a larger percentageof net return after LPs receive their preferred return.
For every Limited Partner (LP) in the 3 year term.
• 18% Preferred Return (yearly)• 2.5% Management Fee • 20% Performance Fee above • NO Transaction or Lawyer Fees
Real Estate Strategy
THE ARIISE™ STRATEGY
Locate vacant land and tear downs in establishedareas
Prototypes pre-designed and permitted to act fast andcapture hot markets
Private Equity used in escrow and mezzanine forexisting construction loans so turnaround issuedfaster to capture market
Leftover capital used to buy or develop IPtechnologies.
Build true net-zero, sustainable buildings at sameprice point as traditionally built stock, beating themhead-to-head
Highly sought technology, layouts and finishes provideexpected market absorption of less than 60 days
01.
02.
03.
04.
05.
06.
MARKET OPPORTUNITY
Building sale prices have risen to $225-$250 /per Square Foot
Construction prices are typically $100-$125 in The Southeast, $125-$150 /SF in the Midwest, and $150-$200 in the Major Markets of NYC, NJ, DC, CA.
ARIISE™ has been developing sustainable and profitable buildings for clients and investors for over 12years, and understands exactly how to improve margin without sacrificing quality (avg. construction pricenationally: $125/SF) with patented building technology that cannot be duplicated
The Fund requires that each individualinvests up to $2,000,000, increasing in$200,000 increments with a total fund cap of$50,000,000 to be raised by October 2020.
PROFILE
The ARIISE EQUITY Fund takes
advantage of ground up, high-margin
multi-family projects and low risk
predictable real estate mezzanine
debt on previously approved and
currently built construction projects
that have run into financial difficulty.
Why? Flips require substantial cash
and low margin sell-offs that can
catch a seller in a bad market.
Ground up single families are also
relatively low-margin and are hard to
sell, especially in a down market. Buy
and holds are slow-growth and the
debt load is a massive liability that
won’t allow quick sale and liquidity.
Leftover capital is used to develop
and/or purchase intellectual property
relating to real estate technology.
CONTACT
GENERAL PARTNER: ARIISE
MANAGER: Ryan Kolar
FINANCIAL MANAGER: Ashish Desai
PHONE: +1 (312) 859-4821
WEBSITE:
www.ariise.com
www.ariiseequity.com
EMAIL:
BOARD MEMBERS
David Klusendorf
Ed Rutledge
John Iwanski
Ted Wright
DISCLAIMER
THIS CONFIDENTIAL OFFERING MEMORANDUM (THIS "MEMORANDUM") HAS BEEN PREPARED IN CONNECTION WITH THE PRIVATE PLACEMENT OF LIMITED PARTNERSHIPS INTERESTS ("LP INTERESTS") IN ARIISE™ SUSTAINABILITY, LP, AN ILLINOIS LIMITED PARTNERSHIP (THE "PARTNERSHIP") OFFERED HEREBY AND DOES NOT CONSTITUTE AN OFFER OR SOLICITATION IN ANY JURISDICTION IN WHICH SUCH AN OFFER OR SOLICITATION IS NOT AUTHORIZED OR IN WHICH THE MAKING OF SUCH AN OFFER OR SOLICITATION WOULD BE UNLAWFUL. THIS MEMORANDUM CONSTITUTES AN OFFER ONLY IF A MEMORANDUM NUMBER APPEARS IN THE SPACE PROVIDED ON THE COVER. THIS OFFERING IS BEING MADE ONLY TO "ACCREDITED INVESTORS," AS THAT TERM IS DEFINED IN RULE 501(A) OF REGULATION D PROMULGATED UNDER THE SECURITIES ACT, WHO BY REASON OF THEIR BUSINESS OR FINANCIAL EXPERIENCE CAN BE REASONABLY ASSUMED TO HAVE THE CAPACITY TO PROTECT THEIR OWN INTERESTS IN CONNECTION WITH THE OFFERING.
ABSTRACT
INCEPTION DATE: JAN 2014
INVESTMENT: UP TO $2,000,000 USD
MANAGEMENT FEE: 2.5%
PERFORMANCE FEE: 20%
INVESTMENT TERM: 3 YEAR Minimum w/ Early Withdrawal Penalty
COUNSEL: JAFFE & BERLIN, Chicago
HISTORY (IN USD) NOTE: CAPITAL NUMBERS ARE FOR ILLUTRATION ONLY,
HOWEVER THE IRR FIGURES ARE ACCURATE. ACTUAL FIGURES ARE MUCH LARGER,
GRAPHIC HISTORY
SELECTED PRESS LINKS
https://www.chicagobusiness.com/article/20170620/CRED0701/170629
999/ariise-building-sustainable-house-in-lakeview
https://blog.novedge.com/2016/04/the-edge-ariise-building-greener-
and-better.html
https://wgntv.com/2017/11/06/chicagos-most-sustainable-home-just-
one-of-citys-green-initiatives/
0%
10%
20%
30%
40%
$-
$1,000,000.00
$2,000,000.00
$3,000,000.00
$4,000,000.00
2012 2013 2014 2015 2017 2018
New Capital Invested Total Capital
Leftover capital gross return
net return IRR
New Capital Invested
Leftover capital $- $1,000,000.00 $2,000,000.00
$3,000,000.00
$4,000,000.00
$- - $1,000,000.00 $1,000,000.00 - $2,000,000.00
$2,000,000.00 - $3,000,000.00 $3,000,000.00 - $4,000,000.00