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AGGREGATOR ELEMENTS

Overview of Aggregator and other Crowdfunding Products. ADDITIONAL SERVICES. AGGREGATOR ELEMENTS. CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett. ENGINE ELEMENTS GOV municipal board university board

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AGGREGATOR ELEMENTS

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  1. Overview of Aggregator and other Crowdfunding Products ADDITIONAL SERVICES AGGREGATOR ELEMENTS CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett

  2. ENGINE ELEMENTS • GOV • municipal board • university board • organizational board • company board • BANK • community • pier-to-pier • CF lender • COUNSEL • legal • accounting • business • organizational • CF PRO • CF specialist • crowdsourcing specialist • portal representative ENGINE 2 CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett

  3. ENGINE FEATURES CRM (database) Security (access control) API (output processing) Algorithms (internal processing) 3 CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett

  4. DEAL FLOW TO ENGINE = SMEs, Inventors, Entrepreneurs, Developers via Gov site, leader and committee recommendations via existing Bank relations with Gov, public/private financings, civic boards, univ financings via Bank site, lending officer, marketing efforts via nexus of local professionals working with Bank, Chamber and Bank relations via Counsels’ sites, cross-marketing, clients, referrals via nexus of CF Pro with local Counsel, including overlap of CF Pro being one of the Counsel, and outside service referrals between the Pro and Counsel via Pro’s site (if any), aggregated Engine marketing, portal referrals via nexus of Pro working with Gov in the establishment and ongoing maintenance of the Engine. ENGINE H A D B G C E F 4 CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett

  5. ENGINE IN ACTION Business or Start-Up (X) comes to ENGINE via any one of A-H methods. X shares plans, financials with ENGINE via secure platform ENGINE Elements provide services to X prior to sending to Portal 5 CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett

  6. ENGINE STANDARD CROWDFUND LISTING PROCESS Upon completion of ENGINE’s work on X, X is advanced to 3rd Party Portal. Portal displays X in WINDOW for duration of offering. Other offerings (i.e. Y and Z) are displayed in WINDOW by same or other 3rd Party Portals, which get the offerings from same or other ENGINES subscribed to same WINDOW. 6 CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett

  7. ENGINE STANDARD FUNDING PROCESS advertising of WINDOW advertising of X offering $ funding via normal CF $ funding via CF FUND HC dist % $ to ENGINE & WINDOW X issues stock via HC HC manages stock for CROWD CROWD 7 CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett

  8. APPLICATION EXAMPLES 8 CONFIDENTIAL: This information is the property of CFI and may not be copied or shared without prior express permission from David Marlett

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