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ISSUER  Views:  Crowdfunding,  the  JOBS  Act,  and  the  Future  of  Innova@on  Funding  

Mary  JueCen,  Founder  &  CEO  @maryjueCen  @traklight  

March  19,  2014  LES:  Silicon  Valley  Chapter  

 L   OVERVIEW

REWARDS BASED: Indiegogo, Kickstarter, Rocket Hub & 1500+ more

EQUITY BASED (non-accredited): Debt or Security OTHER (accredited): Angel List, Lending Club, Prosper, MicroVentures

ISSUER : JOBS Act

 1.        Registra@on  &  Incorpora@on  in  US  2.        Names  –  Directors,  Officers,  >20%  SH  3.        Business  Descrip@on  &  BUSINESS  PLAN  4.        Prior  years  Tax  Returns    5.        Financial  Statements  6.        Use  of  Proceeds  7.        Offering  Details  &  Progress  Updates  8.        Share  price  &  methodology  (VALUATION)  9.        Ownership  &  capital  10.    Capital  (exis@ng,  offering  &  differences)  

SEC RULES: 585 PAGES

                               

   

     

SEC: 295 Questions

                               

   

     

Equity/Debt Status

Ready, Set, Not Yet!

SEC Rule comment ended Feb 3rd, 2014 Intrastate live in several states

Photo  credit  –  Richard  Winchell  

RULES – FORM C Disclosure

1.        Registra@on  &  Incorpora@on  in  US  2.        Names  –  Directors,  Officers,  >20%  SH  3.        Business  Descrip@on  ONLY  4.        Prior  years  Tax  Returns    5.        Financial  Statements  ONGOING  &  ANNUAL  

               REPORTS  6.        Use  of  Proceeds  7.        Offering  Details  &  Progress  Updates  8.        Share  price  &  methodology  (VALUATION)  9.        Ownership  &  capital  10.    Capital  (exis@ng,  offering  &  differences)  

GAAP Financial Statements

< $100K – CEO Ø $100K to < $500K Review Ø $500K = AUDIT by non-PCAOB but licensed Certified Professional Accountant (CPA) Firm Not the same CPA as preparations

Devil in the Details $XM Valuation/ $X per share price/ Total $XK

Use of Proceeds MAKE SELL OPERATE $XK Now $XK $YK $ZK $XK Next $XK $YK $ZK $XK Then $XK $YK $ZK

$  

EQUITY CHALLENGES:

Business Plan Financials Attestation Valuation

IDENTIFY IP

PROTECT IP

PICK A PLATFORM

BUILD SOCIAL CAPITAL

CREATE A PITCH

CROWDFUNDING APPROACH

Got Intellectual Property? Why Care…

•  IP theft costs $250 billion annually •  100% of all companies have IP •  Intangible assets are often more than 75% of company values; startups more than 90%

Disclaimer: This is intended to be general information. Nothing in this presentation constitutes legal advice. Please consult with an attorney before making any intellectual property protection decisions.      

IDENTIFY & PROTECT IP

WHY WHO WHAT WHEN WHERE

✔  

ONLINE: Campaign Business Plan Projections Videos Music

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Questions?"

Mary Juetten!mejuetten@traklight.com"@traklight @maryjuetten"

IDENTIFY. PROTECT. SUCCEED.!"

www.traklight.com""

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