Intro-Blue

Intro-Blue

Using AI to intelligently match businesses with institutional investors

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Security Type
Crowd Note
Categories
Other
Min Investment
$1,000
Location
Needham, MA
Offering Date
February 08, 2019
Expected Close Date
May 09, 2019
Target Raise
$1.30M-$2.00M
Deal Notes

Conversion Discount: 20%

Interest Rate: 5%

Note Term: 18 months

Company Description

Intro-Blue’s machine learning prediction engine targets the most likely institutional buyers and sellers of a stock in the next 90 days and offers independent research to promote efficiency and transparency throughout the corporate access and investment process.

Intro-Blue’s services facilitate higher-quality meetings by helping prepare both investors and corporate executives. We do this by offering centralized access to critical materials including video, models, commissioned research, and agenda materials.

The result is converting meetings with investors into actual investors, improving ROI on corporate access.

Perks

$10,000 Investment:  Get 2 complimentary Blueshift Research reports.
$25,000 Investment: Get 2 complimentary Blueshift Research reports, plus an additional Custom Report on a company of your choice.
$50,000 Investment: Get 2 complimentary Blueshift Research reports, plus 6 months of complimentary access to our prediction engine that offers insight into the supply/demand of each stock in the Russell 3000 Index. This is especially useful for brokers looking to fill the other side of an order. 
$100,000 Investment: Accredited investors who commit to a minimum of $100,000 will have 1-year of access to Blueshift Research and Intro-act content, along with our prediction engine, which offers insight into the supply/demand of each stock in the Russell 3000 Index.  
$250,000 Investment: Same benefits as the $100,000-investor, plus an invitation to dinner with the founders in Boston (airfare within the continental U.S. included) and an active role in the next product development.

Key Deal Facts

Backed by Stage One Ventures among other investors
Intro-Blue’s model predicted investors' purchase decisions with more than 60% precision
Merger with Blueshift Research brings 20+ investor customers to platform
Founders bring 50 years of combined capital markets experience
Up-selling premium services to customers less than 6 months into relationship and beginning to gain traction with corporations, brokers, investors, and research providers

Use of Proceeds

Please see Intro-Blues Form C for details.

Management Team / Advisory Board Bios

Peter Wright - President
A career research analyst and Director of Research producing, consuming, and managing research and access products at Fidelity, CIBC Oppenheimer, and Cantor. Peter is responsible for product vision, development, and engagement.

Bill Jenks - CEO
Built multiple independent research companies from the ground up, leading sales at OTR, Blueshift Research, DLJ, and First Call. Bill is responsible for corporate strategy, sales, and marketing.

Deal Notes

Conversion Discount: 20%

Interest Rate: 5%

Note Term: 18 months

Amount Raised : $322,421
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The overall viability and scalability of the business concept as well as the ability to drive the concept to profitability over time.
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The progress made thus far in demonstrating that the business has viability, a customer base or other business traction.
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The experience of the management team in running, scaling and/or exiting a business that required similar skills to execute the business plan.
Management Team
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Valuation

Security Description

A Crowd Note modifies the typical convertible note so that the crowd does not automatically convert to equity shareholders on the next financing and remain off the issuer’s capitalization table, but the crowd will still participate in any exit as if they had converted to equity. If there is no future financing, the holders of the Crowd Note still have upside, but could miss out significantly.

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