PLATFORM FOR GROWTH Investor Update May 2015
Aug 05, 2015
what we do
• We acquire, manage, and build Online Customer Acquisition (“OCA”) businesses
• Internet solutions that help marketers acquire customers more efficiently
• Assets include proprietary software, media management, and call center
• 2013 – 2014 de-risking business model
who we are
Multi-disciplinary angel group specializing in high-growth opportunities
Backed by directors, prominent local investors, and family offices
Board and ManagementDickson HallChairman
Vincent WongPresident and CEO
Charles JenkinsCFO
Howard LouieDirector
Ronald ErdmanDirector
Advisory BoardHakan LindskogDigital Marketing
Gregg Allyn StewartMobile Marketing
Eric HelgelandStrategy and Marketing
2015-2020 growth strategies
Investments and M&A
• Buy market share and reach by adding firms that serve targets
• Add products and enhancements to maximize revenue per client
• Add operating functionality, licenses, or scale to reduce costs
Organic Growth
• Add sales/partnerships with other firms to expand target industries
• Broaden traffic sources to include high volume, wide reach for new target industries as well as exclusivity for narrow reach sources
• Partner with other firms to add value to lead flow: data, analysis, and management tools
my background
• Over 35 years of marketing, business development, strategic planning, M&A, and NASDAQ board experience– Financial Services - First Chicago, Household Finance, NatWest,
Speedy Cash– Retail - Fingerhut– Internet Marketing - Aptimus, Swish– Consulting - Treasury Strategies
• Two start-up companies– Intersect – customer segmentation and location analysis for financial
services, retail, telecommunications, and consumer packaged goods– BBH Optical Partners – investments in retail optical and related
services
customer acquisition landscape
Source Traffic
Generate Leads
Add ValueThrough Data
CustomizeOffers
IntegratedOrigination
HOW TO COMPETE
Spec
ialty
Verti
cals
Rela
ted
Mar
kets
Gen
eral
Mar
kets
WH
ERE
TO C
OM
PETE
• International Education
NASDAQ: QNST• Education• Insurance• Home services• Financial Services• Healthcare
• Multi industry• Focus on call
centers
The Opportunity
LSE: MTMY• Email• Display• Search• Social• Mobile
growth in 3 dimensions
Expand
Services
Broaden
Industries
Add
Channels
ACT360 in 2020
ACT360Today
General Industries
Related Markets (e.g., home
products and services)
Specialty Verticals(International EDU)
Lead Generation
Data-Driven Targeted
Offers
Integrated Customer Acquisition Tools and
Services
Digital
Mobile
Social
US homeowner database partnership
•ACT360 licensing agreement with iLeads, a provider of leads to the first mortgage and property insurance marketplaces•iLeads has access to a comprehensive database of 145m US homeowner properties, with 200+ variables over a 20 year history
• Predict actions (buy, sell, improvements, financial)• Facilitate real estate transactions (value, execution)• First market contact for related services & products• Leverage real estate wealth (uses for equity)
Opportunities
leveraging data partnership into revenue
Leverage Existing Lead Flow - Extract additional value out of existing mortgage and insurance leads by up-selling, cross-selling, and down-selling products across a range of non-competing industries
Qualifying Lead Flow - Use database and analytics models to select offers and price leads from neighborhoodiq.com and other traffic sources
Creating New Lead Flow - Utilize the database as a list source, enhance effectiveness with other data appends, and form exclusive partnerships to find new leads enhanced by the database
Enhancing Lead Efficacy - Use the database and technology providers to smooth the lead management process and increase conversion ratios
Creating Tools - Use the database, analytics models, and technology providers to enhance the client relationship process and provide industry-level performance reporting
high priority opportunities
Opportunity Description Targets Actions
Down Sell Credit Offer alternative credit products to customers unable to qualify for a first or second mortgage
• Neighborhoodiq.com mortgage traffic
• Page modifications• Decision engine• Credit clients
Cross-Sell Home Products/Services
Offer home services and products during the mortgage application process
• Neighborhoodiq.com traffic
• High Customer Lifetime Value services (e.g. telecom)
• High margin products (e.g. furniture)
• Page modifications• Decision engine• Private label credit card
partners
Qualify Customers in Adjacent Verticals
Use database to qualify incoming leads in new verticals
• Solar• Home improvement• Reverse mortgage• Wealth management
• Database APIs• Scoring models• Vertical clients
Home Owners Association Exclusive Access
Serve ads, qualify leads, and place offers to captive customers of homeowner associations and property managers
• Union Bank or Mutual Omaha HOA business
• Ocius rent and utility payment business
• HOA website integration• Decision engine• Vertical clients
List Sourcing Mine database for targeted lists to be used for direct mail
• Reverse mortgages• Wealth management
• Data append partners• Channel partners• Vertical clients
6 month milestones
•Entry into five new verticalsNew Verticals
•Exclusive use of database for unsecured credit leadsUnsecured Credit
•Contracts signed with one or more PLCC providers to reach home goods merchants
Private Label Credit Card
•Exclusive contract signed with national HOA to serve targeted ads to homeowners
Homeowner Association
PLATFORM FOR [email protected]