emf investor deck - mar15

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March 2015

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The Emerging Frontiers Team

Kevin Virgil Baldwin Berges Daniel WorkmanKevin has been a frontier markets explorer and investor for over fifteen years. His previous experience includes work as a military officer, diplomat, and corporate finance roles with UBS and Merrill Lynch. In addition to his work at Emerging Frontiers he is the founder of Pathfinder Capital, an investment manager specializing in both listed and private placement opportunities in frontier markets.

Baldwin has been active in the investment industry for more than 20 years with a specific focus on emerging and frontier markets. After starting his career as a bond trader, he worked at Invesco, Standard Bank and helped launch Silk Invest, a frontier markets focused investment boutique of which he is a partner. He also became an early adapter of content-driven inbound marketing within the investment management industry and helps businesses position themselves online in order to attract investors.

Daniel has previously worked with a strategic communications firm where he provided counsel to companies and governments in MENA and Latin America. His prior experience includes work with a sovereign wealth fund to develop communications capabilities as well as with the government of the United Arab Emirates, whom he helped formulate communications priorities on defense and trade issues.

COMPANY

We are a private investor marketplace that provides a unique opportunity to invest directly into exciting, high-growth companies in developing economies.

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emerging and frontier

market entrepreneurs

We are ‘AngelList’ for frontier and emerging markets…

our global network of accredited investors

Investors want more controland we give it to them!

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High-growth company in developing economy

Our clients invest alongside local market experts, with a structure that provides maximum transparency and control.

Direct Investment

‘Syndicated’ SPV

experienced emerging and frontier market

investors private Investorsprivate

Investors

private Investors

We Know our Emerging & Frontier Markets

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www.seraph.vc www.pathfinder.vc www.silkinvest.com

We have been investing in frontier markets for more than 15 years

THE STORY

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RISE OF THE

FRONTIER

MARKETS

THE RISE OF THE ANGEL INVESTOR

(COMPANIES + PROJECTS) > FUNDS

REGULATION + HIGH MINIMUMS = BARRIERS TO ENTRY

The Problem

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Major infrastructure NGOs / non-profit Aid funding Listed equity SME investing

Investors in the G20 want to find and support these entrepreneurs but lack visibility and/or an infrastructure to do so investors need a trusted network to invest with confidence

THE SOLUTION: EMERGING FRONTIERS

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Local market experts form syndicates to give our 4000+ investors access to great emerging and frontier market investments Information hub, digital media for a sustained

content marketing campaign to attract new investors, raise profile/awareness

Competitive Landscape

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Local banks Local incubators Crowdfunding portals

Frontier market SMEs are a $7T economy, with a $1T ‘funding gap’

Size of Potential Market

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$15 billionFrontier Markets

$29 billionEmerging Markets

15% Share of SME’s

$385M raised in US 506(c) offerings since the JOBS Act was passed in 2012

Growing at >5% every month

Source: Crowdnetic

Global figures are closer to $1bn and will likely reach $10bn by 2020

Customer Adoption/Traction

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4,500+ subscribers on mailing list

25%average open rate 500+

unique daily website visits

250+Registered investors on the portal

Financial Projections

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Content

Business directory listing fees US$ 25-100 per month

Sponsored promotions US$1,500-20,000 per transaction)

Investor Portal

5% ‘listing fee’ from project owners

after minimum acceptable level is reached

Structuring

Structuring and managing SPVs to manage investor funds1% annual administration fee charged to investors

10% carried interest on distributions (after investors recover 100% of cost basis)

R E V E N U E P R O J E C T I O N S ( U S $ M )

$0

$5

$9

$14

$18

1 2 3 4 5Website Revenue Crowdfinance Revenue

O P E R AT I N G I N C O M E ( U S $ M )

-$3

$0

$3

$6

$9

$12

1 2 3 4 5Operating Income

Use of Proceeds

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U I / U X D E V E L O P E R 1 2 5 , 0 0 0F R O N T- E N D ’ D E V E L O P M E N T 1 0 0 , 0 0 0A D M I N I S T R AT I V E / C O M P L I A N C E 7 5 , 0 0 0I N F O - H U B ‘ E D I T O R I N C H I E F ’ 6 0 , 0 0 0

P U B L I C R E L AT I O N S / O U T R E A C H 1 0 0 , 0 0 0V I D E O E D I T I N G / C O N T E N T C R E AT I O N 7 5 , 0 0 0E V E N T S / S P O N S O R E D P R O M O T I O N S 5 0 , 0 0 0

L E G A L 1 0 0 , 0 0 0A U D I T / A C C O U N T I N G 2 5 , 0 0 0R E G U L AT O R Y F E E S / F I L I N G S 4 0 , 0 0 0C R E AT E U S S T R U C T U R E ( B R O K E R / D E A L E R ) 1 0 0 , 0 0 0

T R AV E L ( D E A L S O U R C I N G , D U E D I L I G E N C E ) 5 0 , 0 0 0M A N A G E M E N T T E A M / B O A R D O F D I R E C T O R S 1 0 0 , 0 0 0

T O TA L 1 , 0 0 0 , 0 0 0

KEY HIRES

MARKETING & BUSINESS DEVELOPMENT

REGULATORY & ADMINISTRATIVE

MANAGEMENT & DEAL SOURCING

A FOUNDATION FOR SOLID GROWTH

Fundraising - Next Steps

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Valuation of US Crowdfunding Platforms

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Raising $1M at a $2.75M pre-money offering direct equity ownership

W E A R E C R E A T I N G A N E W S TA N D A R D F O R I M PA C T A N D F R O N T I E R M A R K E T S I N V E S T I N G

J O I N U S

CONTACT US AT: 68-80 HANBURY STREET LONDON E1 5LJ UNITED KINGDOM info@emergingfrontiers.com

Kevin Virgil

Mobile: +1 202 740 0600 (US)

+44 (0)7815 440184 (UK)

Skype: kvnomad

Baldwin Berges

Mobile: +44 7772 460768 (UK)

+32 471 61 07 92 (Belgium)

Skype: b.berges