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PITCH PRESENTATION 2017
DISCLOSURE
This document does not constitute an offer to sell or a solicitation of an offer to buy any securities. This document is
an outline of matters for discussion only and no representations or warranties are given or implied. The information
contained in this document is subject to discussion, completion and amendment.
This document does not contain all the information necessary to fully evaluate any transaction or investment, and you
should not rely solely on the contents of this document. Any investment decision should be made based solely upon
appropriate due diligence and, if applicable, upon receipt and careful review of any offering documents or prospectus.
This document may include forward-looking statements of the issuer that represent the opinions, expectations,
beliefs, intentions, estimates or strategies regarding the future, which may not be realized. These statements may be
identified by the use of words like “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “plan,” “will,” “should,”
“seek,” and similar expressions. The forward-looking statements reflect the issuer’s views and assumptions with
respect to future events as of the date of this document and are subject to risks and uncertainties. Actual and future
results and trends could differ materially from those described by such statements due to various factors, including
those beyond our ability to control or predict. Given these uncertainties, you should not rely upon forward-looking
statements.
North Capital Private Securities and Venture Connects LLC do not undertake any obligation to update or revise any
forward-looking statements, whether as a result of new information, future events or otherwise. Any discussion in this
document of past or proposed outcomes should not be relied upon as any indication of future outcomes.
Recipients of this document should neither treat and should not rely on the contents of this document as advice
relating to legal, taxation or investment matters and are advised to consult their own professional advisers.
PITCH PRESENTATION 2017
IF YOU WERE LIKE US, THEN YOU’RE OVER USING ALL THESE
PROGRAMS JUST TO GET TO KNOW YOUR CUSTOMER.
WE GOT YOUR BACKEND.
One platform for
CRM, Sales, Marketing & Operations.
PEOPLEVINE GIVES YOU THE TOOLS TO ENGAGE WITH YOUR CUSTOMER IN REAL-TIME,
THEN MANAGE IT THROUGHOUT THEIR ENTIRE EXPERIENCE, END-TO-END.
BUILD STRONGER
RELATIONSHIPS
EMAIL SMS MONITORSOCIALAUTO REPLY
PAGES FORMS CONTESTSREVIEWS
LOYALTY MEMBERSHIPS OFFERS
E-COMMERCE EVENTS LOCATE BILLINGSCHEDULE
ONE USERNAME
ONE PASSWORD
NO LIMITATIONS
OPERATIONAL EFFICIENCY
INCREASED PRODUCTIVITY
INCREASED BOTTOM LINE
REWARDING
THEIR FANS
CASE STUDY
FEATURES LEVERAGED:
CONTENT PAGES
CONTESTS
CRM
DIGITAL OFFERS
EMAIL, SMS, AND SOCIAL
ONLINE FORMS
REVIEWS & FEEDBACK
+
ON THE ROAD
TO LOYALTY
FEATURES LEVERAGED:
API
APPOINTMENTS
CAMPAIGNS
CONTENT PAGES
CRM
DIRECTORY
EMAIL, SMS, AND SOCIAL
EVENTS & TICKETING
MEMBERSHIPS
CASE STUDY
FEATURES LEVERAGED:
CAMPAIGNS
CONTENT PAGES
CRM
EMAIL, SMS, AND SOCIAL
ONLINE FORMS
AUTOMATED
WORKFLOW
CASE STUDY
12 touchpoints * $0.025
=
$0.30 cost
=
Customer for Life
who spent $50
20.2$billion
4+million
30kagencies
in USA
624+in Chicago
MARKET SIZE
SPENT ON MARKETING
SOFTWARE
BIG OPPORTUNITY
BUSINESSESSource: U.S. Census Bureau
According to IDC (m.idc.com/research/251902)
Total members of American Marketing Association.
Chicago as of 2/8/16 on AgencyPimp.com
COMPETITION
B2B FOCUSED
B2C FOCUSED
50+ TOUCHPOINTS
1 TOUCHPOINT
10 TOUCHPOINTS
HP TeamSite
PRICING
Unlimited CRM, Users, Page Views.
Monthly TouchPoints Tracked by Conversion
$250/m(starter plan)
10,000
$500/m(marketer plan)
25,000
$1,500/m(sophisticated
marketer)100,000
$10,000/m(enterprise)
unlimited
$1,000/m(agency)100,000
TRACTION
CAMPAIGNS TO DATE ACTIVE COMPANIES AGENCY PARTNERS
$0.00
$15,000.00
$30,000.00
$45,000.00
$60,000.00
$75,000.00
Aug '16 Sept '16 Oct '16 Nov '16 Dec '16 Jan '17 Feb '17 Mar '17
Re
ve
nu
e
Time
Licensing
Services
Total
MRR Average
Services Average
200+ 75+ 15+
Based on the P&L of both PeopleVine and Client Services division as of September 12, 2016
CURRENT RAISE
$1M
• SALES TEAM
• MARKETING / INCREASE VISIBILITY
• CONTINUOUS DEVELOPMENT
• CONTENT CREATION(SUPPORT, SOCIAL, VIDEOS)
