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Company Overview October 2011. Strategic growth and innovation are critical to every business . Yet for most it is an afterthought…. Glassbox is a Marketing Operations software platform that enables Brands and their Agencies to create Critical Business Views.
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Strategic growth and innovation are critical to every business
Glassbox is a Marketing Operations software platform that enables Brands and their Agencies to create Critical Business Views. Critical Business Views allow management to see the information needed for strategic growth and innovation.
Example: Global Marketing OrganizationNew Business Pitch Current Process With Glassbox 20% 10% 5% 5% 20% 25% 10% 5% (Via Glassbox Analytics) Strategy 5% Data Gathering 50% Analyze and Approve 10% Prepare Response 10% Review/Evolve 15% Shaping/Rehearse 10% Chemistry/Relationship 0% Continuous Improvement 0% Result: 50% increase in effort dedicated to value creating initiatives
Executive Overview • Big Market: Marketing - $400 Billion Annual Spend (manually managed) • Needs Unmet: Shareware, Project Management and Collaboration technology are insufficient: • Extensive maintenance/effort impedes adoption • Too much flexibility and unnecessary information • Prior Success: DDS/MediaBank, DoubleClick & Invite Media • Big Revenue Potential: $500 million in marketing vertical (initial focus) • Huge Margins: Break even in 15 months • Proven Team: Proven track record in digital technology, marketing, finance & operations Clear opportunity to simplify and optimize the complexity…
…with Glassbox • SaaS Technology – Scalable • Saves time and money • Simple yet Intelligent workflow • Integrated knowledge management • Organizes / analyzes any type of data • Personalized targeted collaboration • Continuous learning and improvement • Data enabled thought leadership • Analytics and predictive modeling • Immediate adoption – out of the box • Supported by a strategic JV with OMI • Established Technology (10 years) • Bank level certification/security Enabling growth and innovation
Technology Architecture Infrastructure Summary Marketing Operations Software Platform User Interaction [Drupal, PHP, other] WorkflowAutomation Collaboration Space KnowledgeManagement ProjectManagement Dashboard & PerformanceAnalytics Dashboard & PerformanceAnalytics Mobile & Other Interaction Services Reporting Services Automation Services Notification Services User Services Services Interaction Interaction Services Collaboration Services Document Services Event Services Identity Management [OpenID/SAM Llibraries] Versioning & Document Security In memory data store [couchdb] Interaction Engine & collaboration [xmpp, other] Metadata Store [Gemfire] Application Infrastructure [Primarily J2EE, VMware vFabric , other] Reporting DB and cubes [MSSQL] File Repository [Alfresco] Notification & Presence Services LDAP [Active Directory] Sub document and object mapping [couchdb]
Moving Quickly JULY NOVEMBER OCTOBER DECEMBER SEPTEMBER AUGUST World class feedback RAISING CAPITAL Requirements & Design Use Cases Prospect Pipeline We are here Development and Testing Product Launch Prototype
Management Team Where We Worked What We Know Digital Media and Technology, Marketing Operations, Company turn-around, managing high growth businesses profitably, managing and motivating staff. Product Development, Database Configuration and Management, Broad Based Marketing/Digital Technologies, Project Management. Marketing, Technology delivery, deployment and management, business process engineering and enablement SaaS, Storage, Virtualization, Cloud computing, Information security and Unified Communication CEO SilverCarrot, CCOO & CFO OgilvyOne and Ogilvy, Price Waterhouse M&E - Senior Manager Dorothy Young CEO, Founder Assoc Director Marketing Technology OgilvyOne, VP SMB Data - Chase, Director of QA Datalogix/Oracle Richard Levinson Chief Product Officer COO OMI Tech (Strategic JV), CIO - Inheritance, Director Biz Solutions Ogilvy, Manager KMPG Paul Sciandra CTO - OMI COO • GM Technology at Sify Ltd., • Nvidia, & IBM Global Services Ram Rudravaram Chief Architect
Business Plan – Key Milestones and Metrics 2011 2013 2015 2016 2012 2014
Use of Proceeds Angel/Series A: Target $1.250M Raise Q1
We help Brands and Agencies to Create Critical Business Views… Marketing Organizations Fortune 1000 - Manages multiple brands, partners, vendors, etc. Industry Specific Technologies Non Industry Specific Technologies in Use Digital Enterprise Collaboration Project Management and Shareware Effectively gathers, organizes and analyzes both structured and unstructured data from any source, into Actionable Intelligence Collaboration, CRM. Project Management and Shareware Creative, Production and Measurement Financial/Billing and Media 300+ Global Agency Networks – Nothing is “standardized” Managing multiple offices, agencies, vendors, disciplines, data partners, etc.
Conclusion – Why invest? • Unique technology that solves critical business need • Strong, experienced Management Team and Advisors • Cash Flow positive by 2013 • Profits in excess of $20 million in 2016 on revenue of $30 million • Clear exit strategy
Competitive Landscape Why is Glassbox unique: Out of the box Customizable, yet Managed Flexibility Personalized Targeted Assignments - Collaborate on discrete elements Real time information captured at component level for efficient search, reporting and analysis Users see the most relevant content and resources are assigned based on advanced system logic At every attribute level (including financials and spreadsheets)
Competitive advantages • Customized application that fits the agency/marketer culture – Subject Matter Platform • Hard to replace once implemented – from both a cultural and data perspective • Enterprise tools require immediate negotiation and integration with IT • Personal Relationships • LOB approval occurs under the radar • Proprietary data model
How the technology works – managed simplicity Document Re-constructed Sample System Actions Personalized Collaboration Deconstructed Individual Questions Completed Questions Strategic Request • Questions are: • Assigned (based on system intelligence) • Answered • Reviewed • Approved • Rated • Tracking is performed along the way • Ready for : • High level approval • Master Document Collaboration • Find and incorporate prior work • Build financial templates • Survey Network • Create clarifying questions • Set up Project • Upload any Complex Structured Document into System • Final answers are: • Selected • Modified • Copied • Rated • Broken into questions & sub-questions • Each is stand alone with unique meta-data, interaction & versioning • Questions are complex applications (many formats)
Financial Summary 2011 2012 2013 2014 2015 2016
Marketing Category (Initial Focus**) Annual Spend *Source – Adage Database **Can be leveraged by other verticals - publishing, consulting, etc.
Advisors Michelle Bottomley CMO Barclays Expertise: Marketing, CRM, Data and Analytics. Experience: CMO Barclays, President Ogilvy & Experian Marianne Caponnetto Independent Board Member Expertise: Marketing & Sales, Digital Media Technology, M&E Experience: DoubleClick, IBM, Dow Jones, and Agency Eric Wheeler CEO 33Across Expertise: Digital Media and Technology Experience: OgilvyInteractive, Neo, Carat Interactive and Lot21 Brian Handly CEO Adzerk and Entrepreneur Services Expertise: Technology, Publishing and Serial Entrepreneur Experience: Microsoft, Atlas, Accipiter and Engage