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Equilibrium Consulting Sumira Jayabalan Lindsay Sullivan Annika Lewis Julia Godolphin

AGORA. PARTNERSHIPS. Equilibrium Consulting Sumira Jayabalan Lindsay Sullivan Annika Lewis Julia Godolphin. Agenda. Opportunity P-Bills Fund the Future Financial Analysis Implementation . Current Strategy. Financial Situation. 81% of revenue from private contribution.

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Equilibrium Consulting Sumira Jayabalan Lindsay Sullivan Annika Lewis Julia Godolphin

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  1. AGORA PARTNERSHIPS Equilibrium Consulting Sumira Jayabalan Lindsay Sullivan Annika Lewis Julia Godolphin

  2. Agenda • Opportunity • P-Bills • Fund the Future • Financial Analysis • Implementation

  3. Current Strategy

  4. Financial Situation • 81% of revenue from private contribution • Accelerator program entirely dependant on grants • Investments in entrepreneurs not accessible to retail investors

  5. Decision Criteria

  6. Opportunity Statement By introducing P-Bills for retail investors and the “Fund the Future” student fundraising challenge, Agora Partnerships will increase both access to and awareness of impact investing, and will be able to cover 72-80% of the costs of the Accelerator program by 2015.

  7. P-Bills • What are P-Bills? • Short term, moderate risk, zero coupon investments • People, Planet, Profits

  8. P-Bills • What are P-Bills? • Loan Terms • 1 year • $500 • 18% interest rate • 6-9% to Agora

  9. Fund the Future Fundraising challenge Involve students & leverage their skills Increase awareness & raise funds + = • Competition between 10 schools; MBA mentors • Raise as much as you can while generating positive social impact

  10. Fund the Future Fundraising challenge Involve students & leverage their skills Increase awareness & raise funds + = • Gain experience in impact investing industry • Winner receives equity stake in the entrepreneur

  11. Leveraging Technology Search Engine Advertising Internet Advertising Website Facebook, Twitter, YouTube Blogs Social Media Retail Investors Innovative Media Fund the Future Campaign

  12. P-Bill Funding Implications P-Bill Sales Projection: CAGR of 30.2% until 2020 Decrease in new firms to ensure sufficient retail investment Able to generate all financing through P-Bills by 2015

  13. Self-Sustaining Initiative Accelerator Program can be 72-80% Internally Financed by 2015

  14. Implementation 1. Pursue relationship with Pay-pal and begin offering P-Bills 2. Assign MBAs to Schools 3. Beginning of ‘Fund the Future’ campaign 4. Limited expansion of the accelerator program Customizing terms of P-Bills 6. Exploring emerging investment opportunities 7. Consider integration of accelerator companies with developed business partners

  15. Opportunity Statement By introducing P-Bills for retail investors and the “Fund the Future” student fundraising challenge, Agora Partnerships will increase both access to and awareness of impact investing, and will be able to cover 72-80% of the costs of the Accelerator program by 2015.

  16. Question & Answer

  17. Summary

  18. Alternatives • Adjust focus: Loans • Agora makes own investments • Donation focus: Singular revenue stream • Benchmark KIVA • Further leveraging student partnerships • Dual focus: Investments (P-bills) + Fundraising (Fund the Future)

  19. Decision Matrix

  20. Fund the Future Logistics • 1 MBA per Accelerator company • MBA assigned to each school  selects team of 2 undergraduates • Competition lasts 4 months • Criteria for Winner • Raises the most funds • Demonstrates positive social impact of fundraising activities • Effectively uses social media to fundraise + communicate message

  21. P-BILLS FUND THE FUTURE P-BILLS FUND THE FUTURE P-BILLS Retail Investors all over the world are empowering entrepreneurs in developing countries, one investment at a time. LEARN MORE >>

  22. P-BILLS FUND THE FUTURE FUND THE FUTURE INITIATIVE GOALS FUND THE FUTURE Undergraduate students raising capital for entrepreneurs in Central America through ways that will positively impact their communities. LEARN MORE >> SOCIAL IMPACT FINANCIAL IMPACT TEAM MEMBERS BUSINESS IDEAS TRACKING PROGRESS

  23. Simple Investing With Flexibility Option 1: 12% to Investor 6% to Agora Option 2: 11% to Investor 7% to Agora Option 3: 10% to Investor 8% to Agora Option 4: 9% to Investor 9% to Agora Maximizing Personal Return Maximizing Social Impact

  24. P-Bill Certificate 500 500 planet people 500 profit P-BILL - People, Planet, Profit

  25. Value PropositionP-Bill Investor

  26. Student Profile

  27. Investor Profile

  28. Intra-Industry Comparisons:Debt Investment Growth No discernable pattern in trajectory of debt investments

  29. Long Term Revenues

  30. Accelerator Funding Needs

  31. P-Bill Funding Implications (Full)

  32. Implementation: Short Term

  33. Implementation: Medium Term • Start Fund the Future Student Challenge • Fundraising by students – Feb-May 2012 • Limited Expansion of Accelerator program • 17,17,18 - # of additional companies in 2012,2013,2014 respectively • Looking at all of Central America

  34. Implementation: Long Term • Customizing terms of P-Bills • Adjust duration, return, and face value to suit individual investor needs • Exploring emerging investment opportunities • Evaluate structure of impact investing class • Actively participate in market • Consider integration of accelerator companies with developed business partners

  35. Sample P-Bill Ad Why buy a T-Bill when you can invest in a P-Bill? People. Planet. Profit. Learn more at agorapartnerships.org

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