NPX Overview

Npx Overview 6/27/16

Transcript

1. www.npxadvisors.com
2. 2 Privileged & Confidential TRANSFORM THE WAY IMPACT IS FUNDED IN THE NONPROFIT SECTOR
3. 3 Privileged & Confidential § What if there was a NASDAQ for Nonprofits? § What if there was a Bloomberg for impact? § What if we could move money based on impact in an efficient capital market in the public sector? § What if we could unlock the power of the social sector by linking capital with impact? What if…
4. 4 Privileged & Confidential NYT ARTICLE What If…
5. 5 Privileged & Confidential INTRODUCING THE IMPACT SECURITY Linking Capital with Impact
6. 6 Privileged & Confidential New Financial Instrument* *Patent Pending
7. 7 Privileged & Confidential How It Works
8. 8 Privileged & Confidential Capital In Action
9. 9 Privileged & Confidential WHY IT MATTERS Drive Impact, Catalyze Capital & Transform the Sector
10. 10 Privileged & Confidential Transform the Nonprofit Sector
11. 11 Privileged & Confidential Why It Matters
12. 12 Privileged & Confidential Catalyze New Sources Of Capital
13. 13 Privileged & Confidential Why It Matters
14. 14 Privileged & Confidential Performance Driven Donations
15. 15 Privileged & Confidential Why It Matters
16. 16 Privileged & Confidential Link Capital With Impact
17. 17 Privileged & Confidential Why It Matters
18. 18 Privileged & Confidential USE CASES A New Way to Fund Any Nonprofit with Measurable Impact
19. 19 Privileged & Confidential Use Case #1 Samasource is a nonprofit social enterprise that provides work to people living in poverty through data-based outsourcing services, or “impact sourcing.” They secure data contracts from some of the largest enterprises in the world such as Google and Microsoft and through a managed service model, train and hire these individuals, enabling them to earn a sustained living wage that lifts themselves and their families out of poverty. NPX has created an Impact Security to fund expanded job creation initiatives.
20. 20 Privileged & Confidential § Sector: Poverty Alleviation § Impact Goals - Increase cumulative earnings of Samasource workers by $8-25 million - Achieve organizational self sustainability § Term: 5 years § Donation Amount - Up to $8 million - Samasource will pay up to $2 million § Investment Amount: $8 million Samasource
21. 21 Privileged & Confidential Use Case #2 The Last Mile (TLM) is a nonprofit organization based in San Francisco, California, established in 2010 at San Quentin State Prison. As the first technology entrepreneurship and web development training program inside a United States prison, TLM represents a unique and innovative approach to recidivism prevention. TLM’s mission is to provide marketable skills that lead to gainful employment.
22. 22 Privileged & Confidential § Sector: Recidivism § Impact Goals - Increased inmate earnings - Achieve organizational self sustainability § Term: 3 years § Donation Amount: Up to $3 million § Investment Amount: $2.5 million The Last Mile
23. 23 Privileged & Confidential THE NEXT GENERATION OF SOCIAL IMPACT BONDS
24. 24 Privileged & Confidential Impact Bond vs. Impact Security
25. 25 Privileged & Confidential Impact Bond vs. Impact Security
26. 26 Privileged & Confidential Expanding Access
27. 27 Privileged & Confidential ABOUT NPX
28. 28 Privileged & Confidential § Lindsay Beck, Co-Founder & Co-CEO - 4+ years social finance experience bringing novel financial products to market - 12+ years experience as a forward-thinking social entrepreneur § Founder, Executive Director, Fertile Hope § Successful “exit” to LIVESTRONG § Changed standard of care in oncology, including physician behavior and insurance policies - Bachelor of Arts, International Affairs & Economics, University of Colorado at Boulder - MBA, The Wharton School, The University of Pennsylvania § Catarina Schwab, Co-Founder & Co-CEO - 20 years experience in investment banking, venture capital, technology, retail and non- profit industries § Vice President, Development, global non-profit buildOn.org § Co-Founder & Co-Owner, Flicka Boutique § Associate, Arts Alliance Advisors (Venture Capital firm), and Director of Strategy at AA portfolio company § Corporate Finance Analyst, Montgomery Securities - Bachelor of Arts in History, Princeton University Team
29. 29 Privileged & Confidential § Education § Deal construction § Identifying & securing: - Private donors - Technical Assistance Providers (Lawyers, Impact Evaluators) - Placement Agents to secure investors § General project management NPX Services
30. 30 Privileged & Confidential § Katie Hall, CEO & co-CIO, Hall Capital § IEX, Brad Katsuyama, Matt Trudeau, Laurence Lattimer § Won Kim, JP Morgan § Anna Pinedo, Partner, Morrison & Foerster § David Pottruck, former CEO Charles Schwab, NYT Best Selling Author § Kristin Groos Richmond, Co-Founder, CEO, Revolution Foods § Katherine Rockwell, Adobe § Lisa Spinali, Cross Sector Consultant § Ted Williams, Managing Partner, Springbok Partners Advisors