Go Beyond Investing (GBI) The Making of an Asset Class · GBI Tips for investors to Build, Manage and Exit a Portfolio of early stage investments 16 Build a base of 10 investments

EBAN 2015 Congress

Eindhoven May 8th, 2015

Brigitte Baumann Founder and CEO Go Beyond Investing brigitte.baumann@go-

beyond.biz

Go Beyond Investing (GBI)

The Making of an Asset Class

Go Beyond Investing ©2015 www.go-beyond.biz

FOR DISCUSSION ONLY

Table of Contents

2

▪ Go Beyond Investing Background

▪ Investor Portfolio Performance

▪ Insights on Key Success Factors

GO BEYOND INVESTING


FOR DISCUSSION ONLY

Go Beyond Investing

Go Beyond Investing enables individuals, to access angel

investing as an asset class through its unique platform, tools,

training and expert angels

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We professionalize and democratize Angel Investing,

allowing investors to:

diversified PORTFOLIOS

of investments in early-

stage, fast growing

companies with high

growth potential

build

manage

exit

GO BEYOND INVESTING


FOR DISCUSSION ONLY

4

GBI investor community has grown to 192 members since 2008

40% were FIRST TIME business angels

~25 NATIONALITIES

68% M

32% F

60% took GBI TRAINING

76 32

AGE RANGE

AVERAGE: 45

GO BEYOND INVESTING


FOR DISCUSSION ONLY

Group meetings:

➢Switzerland: Zürich,

Lausanne

➢Belgium: Brussels

➢France: Paris

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GO BEYOND INVESTING

➢Malta

➢Spain: Madrid

➢UK: London

➢USA: Naples, Florida

GBI operates in Europe and the US


FOR DISCUSSION ONLY GBI members make their own investment decisions and invested

11M CHF between 2008 and 2014 in companies that raised ~40M CHF

GO BEYOND INVESTING

Amount invested each year

in million CHF


FOR DISCUSSION ONLY Investments were made across multiple Sectors & Countries/Regions

GO BEYOND INVESTING


FOR DISCUSSION ONLY

1.2x of the total amount invested has already been returned to

Members and 80% of the overall portfolio is still active

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GO BEYOND INVESTING

One Exit was at 3x & one Exit was at 7x


FOR DISCUSSION ONLY

Table of Contents

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GO BEYOND INVESTING


FOR DISCUSSION ONLY

EARLY SIGNS OF SUCCESS: INVESTOR RETURNS

GBI has built an engaged community of investors who return to

build portfolios

INVESTOR PORTFOLIOS

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Multiple rounds in the same company are considered as separate investments


FOR DISCUSSION ONLY Small and Large investors build successful portfolios

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Investors with >50k N=35

Investors with <50k N=40

Statistics for the 75 investors who have 5+ investments in portfolio

INVESTOR PORTFOLIOS


FOR DISCUSSION ONLY

75% of portfolio investors have already received some of their capital

back and 40% have received more than their full capital back

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INVESTOR PORTFOLIOS


FOR DISCUSSION ONLY

Table of Contents

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GO BEYOND INVESTING


FOR DISCUSSION ONLY

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Go Beyond enables all types of Angels Investors

GO BEYOND INVESTING


FOR DISCUSSION ONLY

Investors use the 4k ticket possibility

• A great way to learn

• For testing the waters in a company

• To build a low-risk diversified portfolio with <50k CHF

Small investment tickets (4000 CHF) should be available for

small and large Investors

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INSIGHTS

Investors with <50k N=40

Investors with >50k N=35


FOR DISCUSSION ONLY

GBI Tips for investors to Build, Manage and Exit a Portfolio of early

stage investments

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Build a base of 10 investments in 2 to 3 years

Mix investments between:

• 1st and follow-on rounds

• industries

• risk/reward profiles

Keep 50% of funds aside for future rounds

INSIGHTS


FOR DISCUSSION ONLY

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GBI provides end-to-end solutions through its unique platform,

tools, training and expert angels

GBI: FinTech company, investor focused

PRESENTATION

OF

INFORMATION

& ATTRACTIVE

CLEAR TRANSPARENT

CLIENT INFORMATION

FRIENDLY

USER

SAVING TIME

FOR INVESTORS

GBI: FINTECH COMPANY, INVESTOR FOCUSED


FOR DISCUSSION ONLY

Thank you

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BRIGITTE BAUMANN

[email protected]

+41 79 7777 457

THANK

YOU!

We would be delighted to

Share our learnings with You and

Support you in your growth

THANK YOU AND QUESTIONS


FOR DISCUSSION ONLY

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APPENDIX


FOR DISCUSSION ONLY

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Go Beyond Investing has proven all four key requirements for

an asset class

BUSINESS ANGELS

CAN MAKE MONEY

CAN BE ANGELS

SMALL INVESTORS

CAN BE ECONOMICALLY VIABLE

ANGEL PLATFORMS / NETWORKS

DEAL LEADER MODEL

CAN SCALE

GO BEYOND INVESTING


FOR DISCUSSION ONLY A portfolio approach is needed - Returns on NAVs

INSIGHTS

21


FOR DISCUSSION ONLY

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What is Go Beyond Investing’s secret recipe?

Knowledge

Sharing Tools

One year

novice

angel program

Syndication

Vehicle

Deal Leader

certification &

compensation

PORTFOLIO Tips & Tools

QUALITY DEAL FLOW AND DUE DIL

VALUATION AND TERMS & TRANSACTION AND

PORTFOLIO PLATFORM

+

INSIGHTS

Documents

Go Beyond Investing (GBI) The Making of an Asset Class · GBI Tips for investors to Build, Manage and Exit a Portfolio of early stage investments 16 Build a base of 10 investments