Executive SummaryPositioning StatementiSOCRATES is the  leading end-to-end provider of Programmatic Resource Planning and  Execution serving publishers, marketers, agencies and their suppliers. 

Business SummaryiSOCRATES has three lines of business:  Strategic and Operations Consulting,  Managed Service Platforms and Business Process Outsourcing.

Company ProfileThe company is owned by its employees  and is headquartered in Saint Petersburg, Florida, U.S.A. with its global  delivery center in Mysuru, Karnataka,  India. The company also has employees in the NYC market.

ProblemThe advent of auction-based trading and automation of media and marketing in the U.S. and globally has changed the way Paid Advertising is bought and sold. There are insufficient proven, affordable data and automation specialists and end-to-end strategy, planning and execution providers to support the dramatic growth of both the sell-side (aka supply-side) and buy-side (aka demand-side) of digital media and marketing.

SolutionRapid transformation of this market is following patterns set by the ERP and financial trading industries. Clients badly need a well-funded, diversely resourced onshore-offshore provider committed to integrating and supporting the leading industry tech stack platforms including: Google, Salesforce, AppNexus, Amazon, Facebook, Adobe, Marin, Zeta, among others.

Target Markets

Business ModelClients are typically mid-size and larger buyers and sellers of digital media and marketing. While iSOCRATES offers Programmatic strategy and operations consultants to the C-level and those who report to them, increasingly clients seek tightly managed, but affordable outsourced “quick start” media and marketing technology integrations, always-on reporting and analytics, and transparent fee-for-service or FTE-based delivery and pricing models. Clients prize our ability to flexibly staff hard-to-hire-and-retain platform specialists in mission critical offsite teams leveraging a mix of proprietary and industry standard technologies.

TractioniSOCRATES benefits from diverse, financially dependable, mostly recurring revenue clients: NewsCorp, Zeta Global, CBS, Entercom, iProspect(The Economist), P&G, Third Door Media, Awlogy, AstrologyZone, OpsCo, Evergreen Trading, LiveRamp, Acxiom, Univision, BerkshireHathaway, and ASL Marketing.

Competitive Advantages

Publishers:(50mm/mo digital impressions or 10+ campaigns/mo)

Agencies:(20 FTE or $100k+/mo in digital media spend)Marketers:($100k+/mo digital media spend)Data and Tech suppliers to the above (50+FTE)

The company benefits from recurring, growing revenue derived from mission-critical, customer revenue-related activities for recognizable, creditworthy clients retained annually at 75%+.

iSOCRATES has exceptional, relevant leadership and is staffed 24/7/365 with proven specialists who save clients’ money, time and achieve transparent,  accountable performance while delivering extraordinary value.

Savings  stem from a low-cost, focused global  delivery model at scale that benefits from continuous re-investment in technology and specialized training.

Management has deep domain expertise, industry leading C-level pedigree, and has worked together successfully for years while recruiting, training, retaining and growing employees in the U.S. and in India.

iSOCRATES has developed for its own use media and marketing industry-specific proprietary technologies that enhance omnichannel: Data Integration/Management, Campaign Management, Reporting and Analytics, and Business Intelligence.

The company has structural cost, value proposition and go-to-market advantages.

iSOCRATES is a global platform play in a multi-billion dollar, rapidly growing industry with excellent high multiple take-out options.

The company is founder bootstrapped, profitable, and capital efficient.

Ad AgenciesIn-house executionDomestic and offshore outsourcersConsulting firms

Competitors

Michael H. WeaverCo-Founder, COO

William A. Lederer, Co-Founder, Chairman

and CEO

Ashwini ThammaiahVice President, Global Delivery

Professional Experience

ART.COM WPP

Blake PiersonDirector, Client Success

Programmatic Media and Marketing Market*$ 100B Annually by 2023 up from $0 in 2007

Tech-enabled Programmatic Services Market*$ 5B Annually by 2023 up from $0 in 2007

Programmatic Market Size and Growth

Global Leader in Programmatic Resource Planning and ExecutionTM

*Industry estimates

Ashwini Thammaiah, Vice President, Global DeliveryAshwini is a leading CRM, Email and Programmatic systems and executive leader with extensive managerial experience building teams that deliver high-performance cross-border campaign execution for some of the world’s leading publishers, marketers and agencies. She comes with 16 years of experience in ITES. She started her career as a technical trainer in one of India’s leading IT training companies rising from Client Service Analyst and Web Developer through Team Coordinator and Database Developer to defining processes and managing large-scale delivery teams for one of the world’s largest digital media and marketing services providers. Ashwini is responsible for the day-to-day operations of iSOCRATES India, our Mysuru, India- based Media and Marketing Services Center of Excellence. She has undergraduate and graduate engineering degrees and is Sales force certified among other designations.

Blake Pierson, Director, Client SuccessBlake is a marketing and media professional with over two decades of experience, working in both demand and supply-side roles. His early background includes work at agency Wieden+Kennedy developing spot broadcast, print and OOH media plans for clients such as Nike, Subaru, Holland America Line and Microsoft. Blake spent the next 10 years at AOL in account management and sales development leadership roles. Most recently, Blake led efforts to commercialize new shopper marketing solutions at Catalina Marketing and was digital marketing strategy lead at Lazydays Holdings, a large retailer.

$1.2 $1.6 $3.8/$4.2 $7.7/$11.8 $15.6/$20.1 $25.5/$32.3 $39.0$47.8

66% 46% 41% 43% 45% 48% 50%

$0.3 $0.1 $0.2 $1.7 $3.3 $7.3 $12.0

3/10 6/30 16/62 20/108 50/170 60/240 70/320

10 12 27/33 50/72 81/106 112/143 143/176

2017A 2018E 2019P 2020P 2021P 2022P 2023P

ContactWilliam A. (“Bill”) Lederer bill.l@isocrates.com (727) 316-9501

Michael Weaver michael.w@isocrates.com (727) 316-9502

ManagementWilliam A. Lederer, Co-Founder, Chairman and CEOBill is a global C-Level digital media and marketing services executive with extensive consulting/founding/ building/turnaround expertise in both entrepreneurial and established companies in Programmatic trading, Advanced TV and online & mobile Video, Internet and e-commerce, advertising/marketing, and information services. Bill has served as a divisional CEO and/or C-level executive with Kantar/WPP, TNS, and Getty Images. He was Founder and CEO of e-tailer Art.com and programmatic media trader MediaCrossing and is a former board member for public and private companies including WPP Digital, Kantar Digital, Rewards Network, major universities, and non-profits. He has extensivework experience in the Americas, Europe, India, and Israel. He is Adjunct Professor, The New School Graduate Program in Media Management and co-author of leading industry textbook Media Selling, 5th Edition.

Michael H. Weaver, Co-Founder, COOMichael brings over 20 years’ experience with Digital Marketing and Technology companies to the practice.Beginning his career in the Entertainment & Media practice at Coopers & Lybrand and Andersen Consulting.The Walt Disney Company and AOL Time Warner.

Michael has been CEO of both Fairchild Media and Zenovia. He has advised a series of marketing technology ventures including AddThis, Integral Ad Science, MediaMath, and Sonobi. He has participated in fundraising for startups that collectively raised over $110 million from Tier 1 VCs. Michael also served in the United States Air Force rising to the rank of Captain and serving in Operation Desert Storm, the first Iraq war.

Financial InformationCompany Launched: September, 2015 Capital Raised to date: $ 0Company shifted revenue mix to recurring revenue-based, high retention mission-critical managed services in 2018. Company seeks: .5-$1.5mm in Equity plus Debt

Expected Use of Proceeds: Working capital to support expected growth and mostly industry software platform-certified acquisitions and related managed services providers that leverage iSOCRATES’s existing structural advantages and market focus.

Expected Liquidity: Leveraged recap or sale to media and marketing services industry leader, agency or consulting firm.

iSOCRATES Summary Milestones

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Global Leader in Programmatic Resource Planning and ExecutionTM

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