pass the plate

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Changing The World One Dona1on At A Time

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Page 1: Pass the plate

ChangingTheWorldOneDona1onAtATime

Page 2: Pass the plate

Summary

Platform: PassthePlateconnectsdonorstonon-profitsforgivingmadeeasy.

Opportunity: Sadly,mostcompaniesonlyofferdona;onviapayrolldeduc;ontoaselectfewnon-profits.PassthePlateempowersemployeestodonatetothenon-profitoftheirchoosingbysearchingourdatabaseofover1.5millionnon-profits.

Growth Strategy: Throughdirectsalesintobusinessesandpartnershipswithaccoun;ngfirmsandpayrollfulfillmentcompanies,PassthePlatewillreachmillionsofemployees.Marke;ngourserviceasanemployeereten;ontoolwillnotonlygetourplaDormintolargecompaniesbutwillalsoservetoincreaseemployeepar;cipa;on.

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Total 2015 Contributions: $373.25 billion*

Non-Profit Market

9%

16%

70%

5%

Founda;ons$58.46billion

Bequests$31.76billion

Corpora;ons$18.45billion

Individuals$264.58billion

*2015GivingUSAReport

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Before

Giving to a non-profit requires a 1 to 1 relationship

Charity

CharityCharity

Charity

Charity

CharityDonor

Problem

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After

Donor

Charity

Charity

Charity

Charity

Charity

One platform connects donors with over 1.5 million non-profits

Solution

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1. SEARCH thePassThePlatedatabaseofover1.5millionnon-profits.

2. GIVE adona;ontoyourfavoritenon-profit

3. TRACK yourin-appand

out-of-appdona;ons.

Platform

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81M 8.1M

33%ˆPar;cipa;onofAvailableMarket

Market Size

WorkingProfessionals*

10%ofAvailableMarket

2.67M

*BasedonU.S.CensusBureau,DataFerre[,CurrentPopula;onSurvey,BasicMonthlyMicrodata,March2015.ˆBasedonAmerica’sChari;esSnapshot2013

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2.67M 5.34M

RevenueProjectedin5years

Business Model

33%*Par;cipa;onofAvailableMarket MonthlyTransac;onsˆ

$32.04M

*BasedonAmerica’sChari;esSnapshot2013ˆAssumingtwopayrolldeduc;onspermonth

Wemake$0.50oneachtransac;on

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Annu

al R

even

ue

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$40,000,000

$45,000,000

$50,000,000

Total Employees0 1,000,000 2000000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 8,000,000 9,000,000 10,000,000

25% Participation 33% Participation 40% Participation

Participation ImpactOn Revenues

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Businesses Partnerships Education

- HomeDepot

- GAP

- ExxonMobil

- CarMax

- Johnson&Johnson

- Boeing

- Microsoc

- BP

- PayrollFulfillmentFirms- Paychex

- Intuit

- Accoun;ngFirms- PriceWaterhouseCooper

- GrantThornton

- AccordingtoAmerica’sChari1es,33%ofemployeespar;cipateinpayrolldeduc;ondona;onprograms.

- Withpropereduca;onandunlimitednon-profitselec;ons,wehopetoincreasepar;cipa;onbeyondthisbenchmark.

Growth Strategy

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DoesNotRequireRegistra;on ✓ X X X X

OneEnd-Of-YearTaxForm ✓ X ✓ ✓ ✓

OpenNetworkForAllNon-

Profits✓ ✓ X ✓ X

PayrollDeduc;on ✓ X ✓ X ✓

Competition

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RossTreakle-CEORossisanAccountExecu;veandEmailSpecialistforTheTombrasGroupinKnoxville,Tennessee.HeworkswithclientsrangingfromFarmBureauInsurancetoDaimlerTrucksofNorthAmerica.

StuartEppersonJr.-CMOStuartistheOwner&FounderofTheTruthNetworkwhichoperates15radiosta;ons.StuartservesasaboardmemberfortheNa;onalReligiousBroadcastersAssocia;on,Persecu;onProjectFounda;on,andtheAgathosFounda;on.

MichaelPryfogle-CTOMichaelisaTechnicalDirectorandSeniorProgrammerforDesignSensoryinKnoxville,Tennessee.Overthepast15years,hehasworkedonhundredsofwebsitesanddozensofmobileapps.

GrahamTreakle-COOGrahamstartedoutinthebankingandrealestatebusiness,thenenteredthemortgagefinancebusinessacerthecrashof2008.GrahamalsoservedasCOOforLordsonCapital,abou;queprivateequityfirm.

BrianHemel-CCOBrianisaRegulatorySpecialistfortheKnoxvilleU;li;esBoard.Heisresponsibleforworkingwithstate,countyandcityofficialsdealingwithenvironmentalregula;onsforu;lityprojects.

Team

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JohnUsedomJohnisaManagingPartneratOriginalStrengthSystems.HeisanEntrepreneurialmindedleaderwithservantleadershipmindsetandaprogressivebackgroundindevelopingandgrowingB2Borganiza;ons,teamsandrela;onships.

PeterMarshPeterisafoundingMemberofFlywheelCo-working,aco-workinginnova;onspaceforentrepreneursandstart-ups.Peterisalsoaco-founderofNewVenturesClub,amembershipbasedinvestmentorganiza;onoflocalentrepreneursintheTriadRegionofNorthCarolina.

NickKovacicNickbringsover20yearsexperienceinleadingtechnologycompanies.Co-FounderofDefywire,aWDCbasedMobileSocwareCompanyandTheTechtrendGroup(TTG),aWashington,D.C.basedconsul;ngfirm.SeedinvestorinWebCalthefirstwebbasedcalendarlatersoldtoYahoo.

AdvisorsRobertSchmidtRobertMovedtoWashingtonDCin1961toworkforPresidentKennedy.Hehasthirty-eightyearsofexperienceinbusinessdevelopingandopera;ngcompaniesinforeignanddomes;cmarketsincludingFirstPayTVserviceinformerUSSR,FirstU.S.Teleport,andCo-FounderofC-SPAN.

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Financial Projections

Year1 Year2 Year3 Year4 Year5

MonthlyDona;ons 50,000 300,000 2,000,000 3,200,000 5,350,000

Revenues $300,000 $1.8M $12M $19.2M $32.1M

Expenses* $1.2M $1.6M $5.2M $8.7M $11.8M

EBITDA -$900,000 $200,000 $6.8M $10.5M $20.3M

*Expensesarevariablebasedonkeyhiresandthe;mingofinvestment.

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Funding Request What We Will Do With Your Investment Milestones

- PassthePlateisseeking$1.5-$2Minvestment

- Completedevelopmentandrolloutof:

- ScalableAPI

- HRsolu;on

- RebrandtheplaDormto“OneDona;on”

- Hirekeysalespeopleandsupportstaff.

Month3- Completerebranding- LaunchAPI- Hirededicatedsalespeople

Month6- Launchwithatleasttwomediumemployers(10,000+employees)

Month9- Launchwithsixemployers

- 4mediumemployers

- 2largeemployers(50,000+employees)

Funding

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[email protected] (336)406-7774

Interestedininves;ng?Wehavesuppor;ngdocumenta;ontosubstan;ateallclaimsmadeherein.Thisdocumenta;onis

availableforreviewtointerestedpar;es.