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Pique July 2015 PIQUE make a difference with your investment dollars, in the company of other like-minded people.

Pique Marketing Presentation - July 2015

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Page 1: Pique Marketing Presentation - July 2015

PiqueJuly 2015

PIQUEmake a difference with your investment dollars, in the company of other like-minded people.

Page 2: Pique Marketing Presentation - July 2015

PiqueJuly 2015

Pique venture investments (VCC) inc.

Pique is managed by Bonnie Foley-Wong, CPA/CA, CFA, an experienced investment professional with 17+ years in corporate finance, investment banking, venture development, and impact investing.!

Pique invests in entrepreneurs and ventures solving meaningful problems and creating impactful products and services, not just novelty.!

Pique has a diverse investor community, made up of entrepreneurial leaders.

Page 3: Pique Marketing Presentation - July 2015

PiqueJuly 2015

VCC Tax credits & rrsp/tsfa

BC taxpayers that invested in the fund received $3 back in tax credits for every $10 invested. Pique has helped BC investors receive $60,000 in tax credits already.!

Pique helped seven of its investors invest through a self-directed RRSP. Investment in Pique is eligible for transfers from RRSP and TFSA or new investment via RRSP and TFSA.*!

!

*subject to terms and conditions.

Page 4: Pique Marketing Presentation - July 2015

PiqueJuly 2015

MissionPique Ventures exists to level the playing field and create more equitable societies by investing in profitable companies that improve access to resources and empowers people.

Our target companies solve big problems that a significant market of customers is facing and are led and managed by people respected as leaders in their respective fields.

Pique Ventures is Pique Venture Investments (VCC) Inc., an impact venture investment fund and Pique Venture Management Inc., fund manager and consulting company providing products and services to impact investors.

Page 5: Pique Marketing Presentation - July 2015

PiqueJuly 2015

VisionPique Ventures strives to be a global impact investing firm, providing products and services to impact investors and espousing an Integrated Investing approach.

We have a vision of remarkable blended financial and non-financial returns and an investment approach that encourages the well-being of our stakeholders and communities.

Page 6: Pique Marketing Presentation - July 2015

PiqueJuly 2015

ValuesPique Ventures upholds these values:

• Diversity

!

!

These values are expressed in our approach to building a diverse investor community, in our investment decision-making approach, and in the entrepreneurs and ventures we seek to invest in.

Diversity Fairness IntegratedEquitable

outcomes for all stakeholders

Confident, integrated

decision-making

Investor & entrepreneur community

Page 7: Pique Marketing Presentation - July 2015

PiqueJuly 2015

Our StoryThe Fund was born out of:

Diversity

!

!

Curiosity Diversity Impact

in the investment industry >

among investors and entrepreneurs

of our investing

activities and our ventures >

improving access to resources

about making investment

decisions in a more

integrated way

Page 8: Pique Marketing Presentation - July 2015

PiqueJuly 2015

Our StoryThe Fund is dedicated to empowering people to be leaders as investors and to give them access to:

Diversity

!

!

Our investors have the chance to connect with other investors that are innovators and leaders in their respective fields.

compelling exceptional globally- focused

private investment

opportunities

growing businesses

intelligent, driven

entrepreneurs

Page 9: Pique Marketing Presentation - July 2015

PiqueJuly 2015

Connections in our Venture Ecosystem

The Fund takes an “ecosystem” approach to investing to help mitigate risk for investors, having built strong relationships with:

business builders (experienced operators,

business executives)venture support providers

(incubators, accelerators, universities)

other funds (angel networks, venture capital)

Page 10: Pique Marketing Presentation - July 2015

PiqueJuly 2015

About the FounderBonnie Foley-Wong, CPA, CA, CFA, BMath, MAccFounder, Chief Investment Innovator, Pique Venture Management Inc.Founding Investor, Pique Venture Investments (VCC) Inc.• Worked with impact-focused institutions and investors such as Vancity

Credit Union, Sunshine Coast Credit Union, Big Issue Invest, and Resonance.

• Former real estate investment banker with Dutch bank, ABN AMRO and Hypo Real Estate Bank (formerly part of HypoVereinsbank, at the time, the second largest bank in Germany). Over the course of her banking career, she financed over a billion dollars of structured capital (EUR 800 million) working with investors such as Fortress, Brack Capital, Credit Suisse First Boston, Crown NorthCorp, and LXB Retail Properties.

• Former corporate finance advisor and auditor with Deloitte • Chartered Public Accountant, Chartered Accountant and Chartered

Financial Analyst. Bonnie has a Bachelor of Mathematics and Master of Accounting from the University of Waterloo, Canada.

• Authoring the book, Integrated Investing: How to Invest with Head, Heart, Body, and Soul.

Page 11: Pique Marketing Presentation - July 2015

PiqueJuly 2015

investment methodology

Bonnie Foley-Wong developed an investment methodology, called Integrated Investing, by which promising opportunities are evaluated and selected. The methodology is designed to meet the diversity goals of the Fund and achieve solid, blended returns for investors.

Integrated Investing is a robust investment evaluation and decision-making approach. It is called integrated because the approach integrates traditional evaluation methods built on thorough due diligence discipline, with venture evaluation tools such as the Business Model Canvas and Seven Domains Models, and impact evaluation tools such as Access to Essential Resources and Business Impact Canvas.

Integrated also refers to integrating analysis, emotion, body, and intuition into investment decisions to achieve the remarkable returns we are striving for.

Page 12: Pique Marketing Presentation - July 2015

PiqueJuly 2015

investment strategyThe Fund invests in businesses in the following themes:

Leadership Diversity

Creative economy

Social TechnologY

… diverse leaders, especially women and businesses

that enable diversity through

their products and services.

… businesses with strong revenue and business models, in areas such as the maker movement, creative content, interactive digital

media.

… people-focused, technology-

enabled businesses serving

and connecting people through their technology.

Page 13: Pique Marketing Presentation - July 2015

PiqueJuly 2015

investment strategy• We strongly believe the three themes of Leadership Diversity, the

Creative Economy, and Social Technologies are the areas of promising economic opportunity.

• Leadership Diversity: greater long-term profitability, frequent headlines regarding poor diversity statistics for Boards, technology companies, industries, diversity is better for long-term sustainability

• Creative Economy: maker movement, creatives and designers often at the forefront of innovation, signal trends, shift towards knowledge economy

• Social Technology: increasing focus on relationships, not just transactions and how technology can make lives better and more efficient, global relevance and scalability, practically all opportunities have a technology component.

Page 14: Pique Marketing Presentation - July 2015

PiqueJuly 2015

CURRENT PORTFOLIOmyBestHelper helps families find childcare and eldercare using web and mobile and is led by Dr. Alexandra Greenhill, CEO and Rob Attwell, COO.Theme: Leadership Diversity, Social Technology

Wearable Therapeutics designs, manufactures, and markets safe & effective non-pharmacological solutions for improved mental well-being and is led by Lisa Fraser. Wearable Therapeutics makes Snug Vest, a fashionable, inflatable vest that uses proprietary technology to provide Deep Pressure Therapy.Theme: Leadership Diversity, Social Technology

Page 15: Pique Marketing Presentation - July 2015

PiqueJuly 2015

CURRENT PORTFOLIOBeanworks is automating accounting workflow for mid-market businesses, starting with their cost-saving accounts payable automation software that is streamlined and paperless, online and easy to implement, flexible and user-friendly, and easy on the eyes. Beanworks is led by Catherine Dahl.Theme: Leadership Diversity, Social Technology

Page 16: Pique Marketing Presentation - July 2015

PiqueJuly 2015

Board of Directors & Investment committeeCurrent Board and Investment Committee members are:

Bonnie Foley-Wong!Investment Committee Chair, Member of the Board Founder & Chief Investment Innovator, Pique Ventures

Lally Rementilla!Investment Committee Member, Member of the Board VP Finance & Administration, Nulogy Corporation

Richard Muller!Investment Committee Member Principal, Sum Things Ventured

Page 17: Pique Marketing Presentation - July 2015

PiqueJuly 2015

PARTnERSThe Fund works with the following leaders in professional and financial services.

Lawson Lundell LLP!Legal counsel

!Smythe Ratcliffe Chartered Professional Accountants!Auditors

Western Pacific Trust!Self-Administered Plan Trustee (RRSP & TFSA accounts)

Page 18: Pique Marketing Presentation - July 2015

PiqueJuly 2015

For further information, please contact: !

Bonnie Foley-Wong!Founder, Chief Investment Innovator & Pollinator

778-877-3041 | [email protected] !

Pique Venture Investments (VCC) Inc. and

Pique Venture Management Inc. 105-211 East Georgia Street

Vancouver, BC, V6A 1Z6