InduStreamsRethinking infrastructure markets

History

InduStreams was founded in 2011 with a mission to create a more transparent, connected and informed infrastructure market place.

We launched Port Investor in July 2011, a specific sector pilot with focus on port investing and the global port industry.

The Vision

UNLEASH The full potential of each port group and market. There is more than $1 Trillion in unrealised investment potential. We want to enable an explosion in investment activity.

CONNECT All important port markets with investors and industry players. Together, there are more than 5,000 globally.

EMPOWER The market by creating new ways and models for investors and ports to come together

Status - InduStreams

Infrastructure

Port Infrastructure

Other Transportation

Energy & Renewables

Social Infrastructure Etc.

InduStreams ultimate scope spans the entire infrastructure sector and beyond. With Port Investor we have a strong base in the infrastructure sector and are already now branching into other transportation segments such as airports, social infrastructure and energy and renewables related.

Status – Port Investor

200+ port groups and 1,000+ investors and executives in the community and increasing

China Port Investor and other regions are being launched Port-Investor.com launched Port Investor LinkedIn group launched (300+ members) Advisers for China, Europe and Latin America in place already More than 50 concepts and services in development with

select investors and port groups

Traditional Approach

Leads from media/promoters – you have no edge

“Take it or leave it” – you have no influence

Short deadlines – you have no time

Match-making – you have no leverage

Our Approach

Early engagement focused on development not peddling

Develop opportunities to fit buyer and seller

Long-term commitment to exploration, deep understanding

Concepts that leverage your proposition in the market

VS.

Port Investor is unleashing the untapped global potential of port development…

Most port markets have substantial potential to develop beyond basic port infrastructure

100s of operators, developers and cargo owners want ports to develop their business

More than $1 trillion of funds are seeking a home in this sector.

Ports and projects need funding of $1+ trillion

Bio Fuel

Cruise

Dry Port Oil Storage

In-Port Industries

BulkLogistic Zone

Free Zone

Port Property

Intermodal Hub

Energy Hub

Trade Hub

The port infrastructure sector has tremendous untapped potential…

1. The market is non transparent. Illuminating it will require thousands of constituents to come together and share insight and knowledge

2. The market is not connected. Connecting it will require all sides of the market place to reach out and be part of the community

3. The market is stale. Empowering it will require mass- collaboration in ways previously unheard of in this sector

The port infrastructure sector has tremendous untapped potential……BUT also has tremendous challenges…

Port Investor is unleashing the untapped global potential of port development…

…by addressing the challenges

Matching propositions

100 Hundreds of

investment models

1,000Thousands of

investors

10,000Tens of thousands

of connections

Many ports hope they can skip building a platform for growth. It’s an illusion. Only ports with a strong growth platform will excel.

By addressing challenges……for ports and project owners specifically

Developing a platform for growth and seeking investors requires:

1. Continuous dialogue with the market place to build attractive development opportunities

2. Formulating a solid proposition that can be understood by infrastructure investors

3. Exposure to the market place

4. A focused process to create win/win partnerships and investor relations

Many investors hope they can skip building great processes. It’s an illusion. The deals you get access to are only as good as your pipeline.

Matching propositions

500 Hundreds of investment

models

5,000Thousands of

markets

50,000Tens of

thousands of targets

By addressing challenges……for investors, operators and users specifically

Finding great investments consistently requires great processes:

1. The quality of the output is determined by the input – poor market scanning and market intelligence leads to poor leads

2. The larger the market platform and the more opportunities it is engaged with the larger the pipeline

3. Only a few of the potential market targets will end up as deals - without a substantial pipeline no deals

Deal

Deal Development

Engagement and Leads

Scanning and Intelligence

$1 – $2 billion

$3 – $5 billion

$30 – $50 billion

$300 – $500 billion

Attracting investments or investors requires building the deal pyramid.

An approach that skips the bottom and goes straight to deals will usually not generate valuable deals

By addressing challenges……for the market place in general

Lack of scale, structure and focus to build an effective intelligence base to scan and understand the market – without it the rest of the process will be like “flying blind”

There are plenty of interested investors and ports out there, but they require regular and early engagement

All investors and ports will require significant exploration as thedeal develops beyond just show of interest

If you are looking to create $1 - $2 billion worth of investments you likely need access to a larger number of investors and ports with $100+ billion available for investing

By addressing challenges……for the market place in general

Port Investor is unleashing the untapped global potential of port development…

…by addressing the challenges…by creating an open model – the foundation

Wikinomics is a reality of the 21st century – still many hold on to arcane models based on withholding information and competing in the same space as all the rest.

Only an open model that provides for a transparent, connected and informed market place will be able to un-tap the vast potential this sector has. Anything less will at best only make small dents and worst case shrink the sector.

An open model means a free and valuable industry community with easy access to other relevant members.

An open model means free access to relevant and valuable information.

An open model means free access to tell your story and the free flow of information.

The open model provides the foundation for all constituents of the market place to build their own pyramids…

…which ultimately requires thousands of connections and transparency in the market place.

Deal

Deal Development

Engagement and Leads

Scanning and Intelligence

$1 – $2 billion

$3 – $5 billion

$30 – $50 billion

$300 – $500 billion

Deal

Deal Development

Engagement and Leads

Scanning and Intelligence

$1 – $2 billion

$3 – $5 billion

$30 – $50 billion

$300 – $500 billion

Deal

Deal Development

Engagement and Leads

Scanning and Intelligence

$1 – $2 billion

$3 – $5 billion

$30 – $50 billion

$300 – $500 billion

Deal

Deal Development

Engagement and Leads

Scanning and Intelligence

$1 – $2 billion

$3 – $5 billion

$30 – $50 billion

$300 – $500 billion

Deal

Deal Development

Engagement and Leads

Scanning and Intelligence

$1 – $2 billion

$3 – $5 billion

$30 – $50 billion

$300 – $500 billion

Port Investor is unleashing the untapped global potential of port development…

…by addressing the challenges…by creating an open model – the foundation…by making the right structure – the pyramid

Deal

Exploration

Market Engagement and Leads

Creating the PlatformFocusing the Proposition

Step 2

Step 1

Step 3

Step 4

Step 1Investment target and time horizon, e.g. $2 billion over 5 years. Designing the process from proposition development, constituent focus through market engagement, exploration and securing the investment.

Step 2Market engagement and creation of leads that are attractive to the investor or port in question.

Deal

Exploration

Market Engagement and Leads

Creating the PlatformFocusing the Proposition

Step 2

Step 1

Step 3

Step 4

Step 3Securing exploration agreements with investors or ports to ensure a serious and committed process.

Step 4Getting from exploration to commitment – getting to goal!

Port Investor is unleashing the untapped global potential of port development…

…by addressing the challenges…by creating an open model – the foundation…by making the right structure – the pyramid…by building new models

Deal

Development and Engagement

Market intelligenceand scanning

Deal

Development and Engagement

Market intelligenceand scanning

Investors

PORTS AND PROJECT OWNERS

INVESTORS

CARG

O O

WN

ERS

AND

SO

URC

E IN

DU

STRI

ES

OPERATO

RS AN

D D

EVELOPERS

Dea

l

Dev

elop

men

t an

d En

gage

men

t

Mar

ket i

ntel

ligen

cean

d sc

anni

ng

Deal

Developm

ent and Engagem

ent

Market intelligenceand scanning

new models

require

new ways of

connecting

and engaging

the different sides

of the market place

DEVELOPERS OPERATORSINVESTORS

Free ZoneMarine Infra.Construction

ContainerOil & LiquidDry Bulk

CONSORTIUM

Pension FundPrivate EquitySovereign Fund

CARGO OWNERS

Shipping linesIndustrialsFabrication

PORT PARTNERS

AsiaLatin AmericaMiddle East

IMMEDIATE COVERAGE FOR INVESTORSFor those with an interest to enter, expand or invest in a specific region (e.g. China) and covering all the key markets within months.

REAL ENGAGEMENTOur on the ground network directly engages the local decision makers

COMPLEMENTARYA group of leading firms with complementary skills and objectives enabling a strong proposition towards ports.

SYNERGISTIC AND NO RISKNo heavy regional setup or local office before you start running – cost levels that would otherwise only buy desk researched market reports

The PI Consortium©A new model

for investors, developers and operators

DEVELOPERS OPERATORSINVESTORS

Free ZoneMarine Infra.Construction

ContainerOil & LiquidDry Bulk

PORT DEVELOPMENT

Pension FundPrivate EquitySovereign Fund

CARGO OWNERS

Shipping linesIndustrialsFabrication

PORT PARTNERS

AsiaLatin AmericaMiddle East

GLOBAL EXPOSURE FOR PORTSAn exclusive platform that allows a port to develop investment propositions and opportunities with invited investors, operators, developers, cargo owners etc

FOCUSED AND CONFIDENTIALInvitees sign NDAs before gaining access to an online data room and forum to create win/win constellations usually exploring opportunities with 5-10 other invitees

SYNERGISTIC AND RESULT ORIENTEDInvitees gain access to a synergistic environment with exclusivity and support

IMMEDIATE INVESTMENT POTENTIALInvitees can at any time decide to proceed with an exploration agreement for a specific proposition directly with the port and/or with other members

Port Development 2.0©A new model

for ports and project owners

Port Investor is unleashing the untapped global potential of port development…

…by addressing the challenges…by creating an open model – the foundation…by making the right structure – the pyramid…by building new models…by empowering you!

…what a difference a deal makes…

“We have worked in positions requiring 100 million dollar deals to be cut every year - it’s excruciating - the constant pressure of the

scorecard wears you down.

But it does not have to be that way - Port Investor is just as much about making investing a fun, creative and effective process for the

individuals making a professional career out of it as it is about unleashing potential.

Getting connected, engaged and focused around your own deal pyramid can get you that deal that may make all the difference.”

Michael PomerleauPartner

Port Investor

Michael MollerPartner

Port Investor

Start building your own pyramid!

contact@port-investor.com

www.port-investor.com

www.linkedin.com/groups

We are here to assist when you are ready for it

APPENDIXThe deal pyramid explained

(port perspective)

The PI Deal Pyramid……an overview

Deal

Develop

Engage

Exposure

$1bn

10-20

50-100

1,000-5,000

Purpose Target PropositionStep 0Create the foundation

Step 1Get exposure to thousands

Step 2Engage the most relevant

Step 3Deal development

Step 4Closing the deal

Step 0……defining purpose

Purpose

Question: What is the purpose? Why are you looking for customers, partners and investors?

Example: Expanding the port area to stimulate economy and trade in the region. The preference is for….

Step 0……identifying the target

Purpose Target

Question: Who are you targeting as customers, partners and investors and how would you ideally like to see them invest and cooperate?

Example: We are looking for 1 new oil storage operator, 50% increase of the bio fuel developed area etc. We expect this to require a total of 3,000m of quay, 400ha and between €1-2 billion.

Step 0……creating the proposition

Purpose Target Proposition

Question: With the target investors in mind what is your proposition to them? Why should they invest in your port?

Example: Highlighting all the key market, investment and concession-related items for each investor type e.g. one specialized for oil, one for bio fuel etc.

Step 1……exposure

Deal

Develop

Expose and Engage

Exposure

1,000-5,000

Purpose Target Proposition

This is about creating awareness, getting your proposition out there in the right form

Step 2……engagement

Deal

Develop

Engage

Expose

1,000-5,000

Purpose Target Proposition

50-100

This is about creating true engagement – a website or commercial that is available for everyone to read will not do that.

Investors, operators, developers and cargo owners only take the time to get involved with projects where they feel chosen and see commitment from the other side.

Step 3……development

Deal

Develop

Engage

Expose

1,000-5,000

Purpose Target Proposition

50-100

10-20

This is about fast-tracking and developing real opportunities with investors, operators, developers, cargo owners etc.

This requires creating a frame that gives all sides the tools and trust to get real intentions on the table and talk specific options.

Step 4……deal

Deal

Develop

Engage

Expose

1,000-5,000

Purpose Target Proposition

50-100

10-20

$1bnThey now know you, the market and their preferred options. Deals can close quickly.