OurCrowd's Portfolio RESERVE: Making investing easier by putting the investment process on autopilot

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OurCrowd’s Portfolio RESERVE Making early stage investing easier by putting the process on autopilot

description

Join Zack Miller and Danna Mann -- executives at OurCrowd, the leading crowdfunding platform for Israeli startups -- for an introduction to OurCrowd's new product, Portfolio RESERVE. Interested investors can use Portfolio RESERVE to make a one-time investment with minimal paperwork to guarantee you never miss an opportunity. Join us to learn about the Portfolio RESERVE: You decide how much you'd like to invest in OurCrowd companies Get automated allocation to future investment opportunities One time funding, limited paperwork You retain ability to opt-out of any deal You'll also have an opportunity to ask questions about our process and startup investing in general.

Transcript of OurCrowd's Portfolio RESERVE: Making investing easier by putting the investment process on autopilot

Page 1: OurCrowd's Portfolio RESERVE: Making investing easier by putting the investment process on autopilot

OurCrowd’s Portfolio RESERVE

Making early stage investing easier by putting the process on autopilot

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Your hostsDanna Hochstein Mann,

Business Strategies Zack Miller, Investor Community

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About meDanna Hochstein Mann,

Business Strategies

• Partner, Head of Investor Relations • Previously Investor Relations and Business

Development at Jerusalem Venture Partners (JVP)

• Estee Lauder Companies — Global Marketing

• EMBA, Kellogg Recanati • PresenTense Board of Directors, Chair

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Introducing Portfolio RESERVE

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an easy, automated way to invest in startups

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First, a bit about startup investing

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Investing in startups is

hard• 60% of companies survive

until age 3 • picking which companies

thrive and which don’t is really hard…even for professionals

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Retu

rn

Risk

Though returns can be higher, startups are risky investments

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The importance of portfoliosthe right way to hedge investor risk

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The data: good and bad

• While the majority of investments in early-stage companies may not return money…

• …angel portfolios of 10-15 investments return 2.5x over 5 years (Kauffman Institute)

OurCrowd makes it very easy for investors to build angel portfolios

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Successful startup investing requires diversification, portfolios

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With 2-3 deals per month across sectors and growth phases, OurCrowd was designed for easy portfolio building

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Seed round Idea phase

Series C-D rounds POC, revenues

Series A-B rounds R&D, early sales

Diversification across early-stage phases

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Diversification across sectors

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Introducing Portfolio RESERVE

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What is Portfolio RESERVE

• like a mutual fund of startups…

• …but with the ability to opt out

• 1 time paperwork, 1 time funding

• guarantees participation even in very competitive deals

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How does Portfolio RESERVE work?

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Step 1Select how much you’d like to invest in total and how you’d like that allocated

across deals

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Step 2Total investment amount

wired upfront, kept in escrow until its invested

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Step 3Automatic enrolment in new deals, 7-day opt-out period, opportunity to increase your investment amount per deal

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Why we developed Portfolio RESERVE

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–Jon Medved, OurCrowd founder/CEO

“OurCrowd is unbundling venture services”

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But some investors…

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want help in selecting investments

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and want access to oversubscribed deals

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OurCrowda better way to invest in Israeli startups

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Funding the next generation of successful

startupsSince February 2013,

invested in over 30 startups !

OurCrowd and our community of investors have invested over $30 million in

these firms

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Case study #1:a computer vision platform

to test blood faster, cheaper, and more accurately

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Case study #2:Software that makes event organizers more money by increasing engagement of

attendees

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Any questions?For feedback or more

information: !

[email protected] http://www.ourcrowd.com