Ashwani Choudhary
Joel Neeb
Jon Petrucelli
Ross Robinson
Jared Thain
Dave Watkins
Andrew Zoppo
Jay Vinson
Business Plan
THE MARKET
 Consumers are changing the way they purchase goods. The villain is not
keeping up with the changing marketing options.
 72% of Americans now use their mobile devices while shopping.
 E-commerce recently reached an online high $50B in sales.
 While online marketing has blossomed and grown incredibly capable
(Amazon “because you purchased”, “Recommendations” etc.), brick and
mortar stores are struggling to capture those dollars.
 According to a recent study by Wharton, apparel is the second most
targeted product for showrooming.
THE MARKET (CONT.)
 People are growing numb to email advertising – these days only 14% of
emails from stores are even opened.
 Marketing has been slow to change since the ‘90s. Started with
newspaper, radio, and mail, moved to commercials, emails in the ‘90s.
 Brick and mortar stores are trying to convert more window shoppers
into buyers by leveraging consumer mobile trends
 Also, by finding ways to collect data from consumers so they can better
market to them.
MARKETING TODAY
 1% of traditional coupon offers are redeemed
 American Eagle, one of the few companies using mobile geofencing
has experienced 65% response rates - 95% of these text messages
are read
 Walmart sold $460B last year in store, while Amazon only made
$61B online (Forbes). http://www.forbes.com/sites/clareoconnor/2013/04/23/wal-mart-vs-amazonworlds-biggest-e-commerce-battle-could-boil-down-to-vegetables/
GEOFENCING
Geofencing is a feature in a software program that uses GPS to define
geographical boundaries (a geofence is a virtual barrier)
Mid-size stores are slow to adopt this option for 2 reasons according to
the Wall Street Journal
 Cost prohibitive – costs about $100k to set up their own
internal system.
 Privacy Concerns – consumers are cautious about sharing
personal information
SURVEY RESULTS
Hesitant to share personal
information
Would share info for more
customized coupons
Of that 21%...
21%
(source: 75 customer survey results)
69%
EMERGING MARKET
1%
Redemption Rate
Mobile Advertising
10%
Redemption Rate
20%
GEOFENCING
(source: invenuemobile.com)
Redemption Rate
SOLUTION BENEFITS
Retailer
 Client Intimacy
Consumer
 Personalized Offers
 Pull Shoppers into store
 Tailored to Location
 Clear out old inventory
 Money Savings
 No Cost Revenue Increase
 Time Savings
 Increase Revenue and Profit
 Mobile Presence
 Mobile Interactions
COMPETITION
 Build Custom Development with a Partner or Develop In-house
 Shopkick – uses geofencing to send consumers “kicks” reward points if they visit a
store close by
 LoyalBlocks – uses geofencing to send consumers “tokens” reward points for visiting
a nearby store
 Placecast – uses geofencing to send store coupons to consumers when they are in
the proximity
 Retailers can choose not to do anything
“NEARBUYS”
Customer Data Intelligence Innovations (CDI) provides mid-market retailers with a cost
effective, mobile marketing platform enabling them to deliver targeted offers and
messages to customers’ mobile devices in close proximity to their stores.
The 4th Dimension of Modern
Mobile Marketing
KEY FINANCIALS
Cash from Ops
In 1,000's
$6,000
$5,000
$4,000
$3,000
$2,000
$1,000
$0
2013
-$1,000
-$2,000
2014
2015
2016
2017
KEY FINANCIALS
Cash from Ops
Net Income
$50,000
Revenue
Total Expenses
In 1,000's
$40,000
$30,000
$20,000
$10,000
$2014
$(10,000)
2015
2016
2017
SALES & MARKETING PLAN
Build It- Month 1-3
Crawl- Month 4-8
Walk- Month 9-12
Run- Month 13-on
0
6
10
20
SALES & MARKETING PLAN (CONT.)
Automatic e-mail sent to customers
INVESTMENT OPPORTUNITY
We are requesting an investment of $1M for a 20%
equity stake in the company.
Cash will be used to cover our Development and
Sales and Marketing in year one.
KEY FINANCIALS
Equity value
18,000,000
$15,494,400
16,000,000
14,000,000
12,000,000
10,000,000
8,000,000
6,000,000
4,000,000
2,000,000
0
$1,000,000
2014
2017
MANAGEMENT TEAM
We know how to Create Revenue!
 79 Years of Sales, Business Development, and Marketing Experience
 39 Years of Sales
 23 Years of Business Development
 17 Years of Marketing
 Also 40 Years of Operations and IT Experience
Team of Proven Leaders and Operators with deep execution intelligence
within the entrepreneurial realm!
SUMMARY
 NEARBUYS is the easy to use one-stop
shop for retailers to take advantage of
emerging marketing opportunities
 Solution is 20X more
effective for retailers
QUESTIONS
CDI SOLUTION OVERVIEW
Retailer Admin Interface (Web)
Core Business
Platform
(Cloud based)
Android
iPhone/iOS
Consumer Preference Center (Web)
Key Benefits
Cloud – Proven, Cost Effective & Scalable
Packaged Apps – Fast, Elastic, Flexible
Native Mobile Apps – Best User Experience
Modern Mobile Marketing – 4th Dimension
MARKET ANALYSIS
Big Data Technology & Services
2010
$3.2
Billion
2015
$16.9
Billion
Location-Based Advertising Services
2010
$2.8
Billion
2015
$10.3
Billion
(Source: IDC-Market analysis firm)
(Source: Pyramid Research)
Global Tablet Sales
Global Smartphone Sales
2015
248.6 million units
CAGR 38.8%
(Source: Transparency Market Research)
2015
1,048.0 million units
CAGR 36.3%
(Source: Transparency Market Research)