AI-powered dealmaking infrastructure that fully

automates research, prospecting, fundraising and

deal !ow management for private capital markets

Discussion 1 new message

Follow Roger Federer @ Willis Towers Watson 10:12 PM Participants

ACME Ventures AI Deal Assistant @ Rothschild & Co 8:37 PM

Data Room Workspace

Type a message Fintech Series B
Name Size Format
USD 23,000,000
 existing problem

Private capital market is

one giant bo!leneck.

Information Void Manual Busywork Low Velocity

✕ Mission-critical market data is ✕ Usual workflow is mostly manual ✕ Getting traction and closure with
fragmentary and inconsistent. and spread across a zoo of apps. almost any deal takes eternity
✕ Companies in search of capital ✕ The process is dull, repetitive, ✕ Market throughput is limited by
have to guesswork or cast a wide drains time and often produces legacy workflows and absense of
net = waste time and resources. little to no outcome proper dealmaking infrastructure

Wasted time Missed Deals Guesswork Sunk Costs Suboptimal Terms

 proposed soluton

Seamless dealmaking infrastructure

helping companies connect with target
investors and streamline interaction

One stop shop Simple & E!cient

All key facets of dealmaking combined Any and all parts of the usual workflow
in one product to facilitate seamless can be speedrun in just a few clicks
workflow across deals and prospects. with 10x more efficiency and outcome.

Next-gen Architecture Network-driven

LLM engine extracting and processing Market participants interacting directly
data points from docs, chats and web with each other in a network spanning
for ultimate dealmaking performance sectors, geographies and asset classes
 how it works

Integrated AI-powered ecosystem of services

automating each part of the daily work!ow
Highly adaptive and easy-to-use product designed to bring immense
time saving and e!ciency to essential buy- and sell-side activities.

• Data extraction
Investors Founders
• Structuring
Cold inbound • Classification Fundraising
• Enrichment
Active deal sourcing Syndication

Portoflio tracking Investor reporting

Secondary liquidity M&A prospecting

Outreach Deal matching

Data Sharing Messaging

CRM Due Diligence

 platform features

Route and process inbound deal !ow, source

opportunities and connect with prospects

Opportunity summary Data Room Workspace

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor Name Size Format
incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis
nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Pitch Deck Q1 2023 500 KB Word Document
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Company Financials 2020-2023 5.2 MB Word Document
fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in
culpa qui mollit anim id est laborum. Strategy Outline 10 MB PowerPoint Presentation

Joe Rogan Podcast Recording 180.1 MB M4A Audio File

Product Presentation 1.33 GB Excel Spreadsheet

Discussion 1 new message

Roger Federer @ Willis Towers Watson 10:12 PM

Hey guys, the project seem interesting and suitable for our fund. Transaction details Participants
Can you please share access to a data room?
Amount: USD 7,500,000
AI Deal Assistant @ Rothschild & Co 8:37 PM Rothschild & Co
Hello Roger, thanks for taking interest in our listing. Just granted Asset class: Venture Capital Transaction Advisor
you access to a VDR, please check if it's working. Paris, France
Country: Saudi Arabia
Sequoia Capital
Stage: Series B
Lead Investor
Type a message Sector: Fintech, Services Palo Alto, CA
 platform features

Create, list and manage a fundraising

campaign, close deals quicker than ever

Live Live

Debt Facility for Working Capital HK RMBS Placement

USD 35,000,000 HKD 700,000,000
Country United Arab Emirates Country Hong Kong SAR
Sector Manufacturing Sector Residential Real Estate
Asset class Credit Asset class Securitized Debt
Instrument Senior Loan, RCF Instrument Residential MBS
Currency USD - US Dollars Currency HKD - Hong Kong Dollars
Published: 15 Jul 2022, Last update: 09 Aug 2022 Published: 10 Jun 2022, Last update: 17 Aug 2022

DRAFT DRAFT

PCL Residential Development SaaS FinTech: Seed A Round

GBP 23,000,000 USD 10,000,000
Country United Kingdom Country Saudi Arabia
Sector Real Estate Sector Financial Services
Asset class Real Estate Asset class Private Equity
Instrument Forward Funding Instrument Forward Funding
Currency GBP - British Pounds Currency GBP - British Pounds
Created: 12 December 2022 Created: 09 November 2022
 platform features

Abstract away all the extra steps and automate

the entire work!ow within a single app

Willis Towers Watson

Insurance company Full Access Indicative Terms
New York, NY, United States

Barings Real Estate

Charlotte, NC, United States
Asset Management Firm Full Access Viewed 3 days ago Willis Towers Watson
Insurance Company
Mumtalakat Holding Company
Sovereign Wealth Fund Requested 7 new messages Willis Towers Watson is a British-American
Manama, Bahrain
multinational insurance advisor company who provide
solutions in the areas of people, risk and capital. The
Franklin Templeton Investments
Asset Management Firm Selected files ✕ Rejected company has roots dating from 1828 and was the
New York, NY, United States
insurance broker for the Titanic and the Moon Buggy.

Anonimous Family Office Type Public Company

Single Family Office Selected files
Headquarters
Ticker London, United Kingdom
Blackstone Asset Management Sector Financial Services
Asset Management Firm Restricted Viewed 3 days ago
Headquarters
Headquarters WTW:NASDAQ

Founded 2016

Employees 50,000+
[email protected] Private Equity Firm Full Access Pending
Revenue USD 9 billion (2021)

Links
[email protected] Asset Management Firm Full Access Pending

[email protected] Uspecified Restricted Pending

 revenue streams

Diversi!ed monetization channels to build

robust and highly scalable revenue base

Soon

Pro Accounts Premium Listing Success Fee

Type Per seat licences In-app purchase Transaction-based

Who pays Users switching to pro plan Company listing the deal Company receiving the money

Frequency Monthly Daily charges One-off

Pricing $100 per user / mo (monthly) Dynamic, allocated budget / 0.5-2.5% of successful
$75 per user / mo (annually) duration x campaign coverage transaction value

Comments Email integration, get access Highlight and rank listings Tap into on-platform liquidity.
to AI-enabled automation higher. Price is set for isolated Broker-dealer legal framework
tools and advanced modules geo clusters and verticals. needs to be established.
 market opportunity

Tens of billions of transaction-related fees

annually is stored in private capital market
Whoever builds the best digital infrastructure for dealmaking
gets to consolidate, facilitate and tax future capital !ows.

$4 trillion $80 billion

Global reported deal volume in Global annual revenue opportunity
private asset classes in 2021 based on reported transaction flow.

Real Estate Private Debt VC

Private Equity Private Funds
2%
Assumed average rate of
embedded transaction fees
North America
Europe $40 billion
Asia Addressable revenue opportunity
ROW excl. mega deals and enterprise
 competitive landscape

Many solutions try to !x key friction

points and facilitate dealmaking
But the space is remains opaque and disjointed with no
dominant product, widespread adoption or standard

Liquidity platforms Deal origination

Buy and sell shares of private companies Curated or web scraped deals

Ownera Forge Global AngelList Aurigin

Dealmaker iCapital Axial Marquee Equity

tZero Nasdaq Private Market Captarget Datasite

Seedinvest Wholesale Investor Intralinks DealRoom

Seedrs Crowdcube Odin Vauban

Wefunder Republic Docsend Brieflink

Crowdfunding Deal management

Raising funds from retail investors Tools and infra for raising capital
 what makes us di!erent

Superior product and unique go-to-market

strategy to ensure wide adoption and growth
We identi!ed key adoption bo"lenecks for similar products and
designed Capgenie to become a growth and revenue machine

Privacy Monetization
All deals are private and off- Our business model doesn’t inhibit
market. This is necessary to drive user onboarding, ensuring the
wide institutional adoption. platform grows fast into a network

Architecture Applications
Unique dealmaking infrastructure Capgenie is a universal toolset for
powered by AI that completely dealmaking, which helps to run
eliminates time loss and busywork almost any financing transaction
Focused cluster approach to drive user
engagement and promote viral growth
We choose a narrow cluster to roll out the product, !nd PMF and
reach critical adoption there, then move on and scale horizontally.

Pre-launch campaign to build Startups list deals and invite

awareness and VC waiting list investors from their network
Target early and growth-stage
VC. It’s highly fragmented and ../Fundraising Add Deal
active = pulls constant deal flow.
Invite
Social media Website
Investors Share
Publications

Email updates Waitlist

VC firms create, embed or Startups apply for funding via

share Capgenie inbound forms Capgenie form on VC websites
Our basic form creator helps VCs
manage and structure deal flow VC Website Apply

../Forms Share Startups Sign up CTA

Create Form Embed

 people behind Capgenie

Experienced team
on a mission to build
a great company. Vlad Aidar Andrey

Having worked together since

5x Founder, 10+ years 1x Founder, 8 years at 2x Founder, 9 years in
2016, we bring vibrant startup building startups, startups, talented SaaS, startups, tech
experience, industry knowledge creating products and frontend developer and leadership, full stack
raising capital team player developer
and shared passion to create
great products for people to use.

Nordein Jincor Secret Tech Puzzle Capital Botlify

investment opportunity

Early-stage opportunity to build an essential

infrastructure for global capital market

Raise amount Valuation Instrument Use of Proceeds

$750,000 TBA SAFE
Tech Development

Stage Runway Structure User Acquisition

Pre-seed 24 months Delaware C-corp Operations

Other, incl. legal

Target milestones
2023 2024 2025
• Open release in 4Q23 (Web app) • Become cash flow positive • 100,000 MAU by 2025-end
• 1000+ corporate users by 2023 end • 25,000 corporate users by 2024-end • USD 25 mln MRR by 2025-end
• Product-market fit found • MRR of USD 5 mln by 2024-end