USD $1.8M convertible promissory notes
Ownership Relationship Management
The Deal
Shawn A. OwenFounder & CEO
[email protected] +1 (720) 664-3334
An all-in-one integrated technology platform focused on streamlining systems,
agreements, and ownership rights.
Organizational chaos causedby information overload
Ine�cient record keeping errors
Lack of communicationbetween shareholders and executive management
Avoidable expensive legal disputes
Slow and costly transfer of ownership
Various users issuing outdated and incorrect document versions from uncontrolled apps and storage locations
The Problems We Solve
Certi�ed immutablerecord keeping system
and more!
Master platform foreasy execution of all
ownership rights
Digitized, trackable work�ows with automated
signing, approvals, and group voting technology
The Equa Solution
Cap Table Management
Document Signing
Timely Workflow Execution
Legal Entity Formation
Customizable Investor Data Rooms
Executive Governance Tools
Team Member Management
409A Valuations
Portfolio Management
FEATURES
Why Equa?A new paradigm in digital ownership.
Effective December 11th, 2019, Equa Transfer, LLC is an SEC registered transfer agent.
CIK: 0001794508; IRS Number: 833489293; Reporting File Number: 084-06669; Regulated Entity Type; TRANSFER AGENT; Fiscal Year End: 12/31
Allows for stakeholder voting rights
Every transaction can be validated on a number of private or public blockchains
Creates certified digital asset certificates
Verifiable listing of ownership and assets
Contains rules of use coded directly into the network
Enables clear and verifiable documentation ownership
Agnostic to multiple blockchain for organizations who need our blockchain tracking
Permanent Records Powered by Smart Technology
OFF
Ravencoin
No blockchain
Ethereum
Hyper ledger
Blockchain is not mandatory but available when desired or needed.
Company Formation Services
Agreement Templates & Drafting
Blockchain Back Up of Assets
Cap Table Management
Document Storage Services
Actions - Voting
Collaboration Tools
Platform
Mobile App
Consulting Services
Permission Controlled Data Rooms
Base Pricing BespokePricing
Bespoke Pricing
Bespoke Pricing
Bespoke Pricing
$79(plus filing fees)
Competition
30,212,670small businesses
in the US(1)
2,704,1202019: Total number of
companies registered in Australia since June(3)
631,810Registered
companies as at 30 June 2019(5)
1,177,000Canada(2)
At the end of March 2019, there were
4,202,044companies on the
register.(4)
Total:Approximately
38 million
(1)https://www.sba.gov/sites/default/files/advocacy/2018-Small-Business-Profiles-US.pdf (2)https://www.ic.gc.ca/eic/site/061.nsf/eng/h_03090.html#point1-1(3)https://asic.gov.au/regulatory-resources/find-a-document/statistics/company-registration-statistics/2019-company-registration-statistics/(4)https://www.gov.uk/government/news/uk-company-statistics-2018-to-2019
(5)https://www.companiesoffice.govt.nz/(6) https://www.sba.gov/sites/default/files/advocacy/United_States.pdf (7) https://data.worldbank.org
Registered organizations globally
Total organizations in our phase 1 target market
10% of the total target market are addressable
2022 goal of small organizations using Equa
38k
3.8m
38m+
200m+
Recent statistics for the small market economy in the U.S. indicates that small businesses (<500 employees) make up 99.7% of companies and 45% of the GDP.(6)
End of 2020 goal of sales strategy targeting revenue of $1,013,000
According to The World Bank there are 43000+ publicly listed companies globally in 2017. There are almost 200 million registered companies globally. This means only 0.0002% of companies are traded freely amongst exchanges (7)
Market Definiton
100-500 Shareholders
Not using cap table solution
Seeking Capital to Seed Round (Pre-A)
Managing outside Investors
Private Ownership (not public)
Looking to become more organized and structured
Equa Target Customer Profile:
Target Market Fit
Blockchain company that acquired a firm a few years ago and have no tracking or understanding of their
full cap table (including new shareholders that came over with the transaction).
Company in the process of raising a Series A. They have a large number of shareholders in the form of
employees. From a corporate governance / legal perspective, they took a lot of shortcuts that
required remedy.
Thorough health assessment / gap analysis identified a shit load of issues with how they conducted business as it pertains to assigning ownership.
They ended up having lawyers produce a 235+ page curative document to fix all of the problems before their Series A investors would continue with the process. Creating a fully transparent model with their shareholders - full access to cap table and data room Their legal team has been invited into the platform and instructed to use Equa as the single source of truth Investor deal room for their raise Created another organization in Equa, connected to Elite Mining, that will serve other purposes but needs to be tracked by their legal. Interested in managing options
Full cap table is now represented in the platform - 144 shareholders that we've broken into various "segments" - investor shareholders, gift shareholders, shareholders that came over with the transaction Will provide guest access to all shareholders, many of whom have lost their certificates Investor deal room for their current raise (seed round of $500k) Interested in managing options
Stock certificates with inaccurate information Duplicate investor docs with conflicting information Documentation gaps - investor docs not all accounted for and signed Raises that did not follow regulatory protocol
Maintaining an updated cap table that tracks transfer activity and new investments using Equa's data room as their single source of truth for corporate governance documents - all updated investor docs, documentation of new businesses they acquire, etc.
Interested in managing options
Rapidly growing company that signed up for Equa early on in their existence. They have conducted new
funding rounds ever 1-2 months, bringing on 4-8 new investors each time (raised over $1.6M).
Target Market Company Use Cases
Every organization is a network.
Inside Sales:
Network Effects that Scale
Outside Sales: Small and Medium-Sized Businesses /Small and Medium Enterprises Markets
(Mid-Market)
Every individual can earn Equa Cash by growing the network!
Enterprise Sales Focused on Channel Partners
Affiliates White Labels
Re-SellersReferrals
Go-To-Market Strategy
Strong growth in customer bookings coming out of 2019 translating into GAAP revenue
New verticals, channels and product development accelerating growth, supported by professional software sales force
Monthly recurring revenue $19K year end 2019 to $133K year end 2020
Annual contract value of ~$1.6M in 2020
Gross margins above 65%
Run-rate (post-funding) cash burn of average $120K per month
1,000,000
0
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
7,000,000
8,000,000
9,000,000
10,000,000
2019 Q2 2019 Q3 2019 Q4 2020 2021 2022
$USD
Bookings Revenue
$9,515,650
$7,437,025
$4,557,800
$3,172,150
$1,409,400
$855,100$161,600
$33,267$70,785
$14,678$0 $0
Financial Projections: Subscription Bookings and Revenues
Shawn A. OwenFounder & CEO COO
Christopher PriceCFO
James TempleCOO of Equa TransferJosef Schaible
Mr. Price is an operations, product development, and
business strategy executive with a passion for tech startups
and grand visions. He has delivered strategic alignment
and transformation as a leader at innovative companies for
more than 20 years, earned an MBA in Venture Management from the University of Denver,
and co-invented 4 US technology patents.
Mr. Owen is a serial entrepreneur with experience
in management and ownership of enterprise
operations with a passion for systems development,
business operations, product delivery, and client service. After becoming involved in
smart technology in 2010, he frequently speaks and writes
on this additional passion.
Mr. Temple is an accomplished C level executive and strategic
partner and adviser to the CEO, Board of Directors and
Management team. Business model expert with strategy, operations, finance, capital
raising and m&a background focused on building customer
and shareholder value.
Mr. Schaible has 20+ years experience in FinTech and
entrepreneurship. He Co-Founded enterprises such
as NexTrade, Matchbookfx, Anderen Financial, and
AtlasBanc Panama, as well as was former President of LavaFlow, a division of
Citigroup. He holds FINRA Licenses: Series 4, 7, 24, 27,
53, 55, 63, 79 & 99.
The Management Team
Mr. Owen is a serial entrepreneur with experience
in management and ownership of enterprise
operations with a passion for systems development,
business operations, product delivery, and client service. After becoming involved in
smart technology in 2010, he frequently speaks and writes
on this additional passion.
Sten WieVP of SalesPresident Equa AU LTD
Matt ArmstrongChief of Staff
Kelley Cochran
Graphic DesignerIzabella Bedo
Project ManagerJustin Ellis
Client SuccessKyle Croyle
Sr Front End DeveloperJake Cooley
System ArchitectChristopher Johnson
Special ProjectsIrina S Litchfield
SEC AdvisorTim Dunn
The Execution Team
Q2-2019First User
List investment offer on fundraising
platforms
Q3-2020
Q4-2019Transfer Agent
License
Q4-2019Winner of
BitAngels Vegas
Q2-2020LOI with ABE
Q1-2020Partnership with NewChip& Polymath Marketplace
500 +Active Team Members inPaid Organizations
80 +Paid Organizations
$15per Paid Team Memberper Organization
25k +Beta Users (unpaid)
To Date:
Our Traction
Our Current Partners and Users
Established Expert Committee to the Board focused exclusively on M&A Exit Opportunities
24 Month Plan Post Series A
Creating secondary market with trained ATS Partners
Advantage we have being a TA, securities are much faster to get
The Exit
Let's grow value together!
Use of Proceeds
User AcquisitionProduct DevelopmentAll Other
Founder Seed Money Investment:
$1M
$1M
YOU ARE
HERE
Investment:
$1.8M
10%Interest Earned
20%Price Discount upon
Conversion into SharesMaxTerm
1 YR
Convertible Note, Investment Opportunity $4M range:
Investment: $10M TBD
Target Valuation:
Anticipated Future Series A Capital Raise
The Deal
/company/equastart/ @StartEqua
@EQUASTART+ (720) 664-3334
equa.global
Thank You!
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