Here is the deck we're using for raising our Seed round

1. Seed round deck
7/3/2014CONFIDENTIAL CALLTREE PRO INC

2. Our idea
 “Incident Command & Communication platform” allowing CTP to enhance an
existing but highly manual layer of the Enterprise IT stack
 Automation of the most critical stage in an Incident or Event lifecycle – the human
aspect of handling of that Incident/Event across large, dispersed teams.
 Focus on providing Enterprise IT and IoT solutions with high growth, deep
pocketed companies like Cisco, ServiceNow, Johnson Controls, etc.
 Partner with best of breed vendors to leverage their startup programs, off-load
some engineering costs, accelerate time to market and co-market with them to
amplify brand awareness efforts.
7/3/2014CONFIDENTIAL CALLTREE PRO INC

3. Market Segmentation
Overall WW IT
Market
US Enterprise IT
US Software Market
US SaaS Spending
• WW -
$3.8T
• US -
$875B
Overall
Market
• US -
$542B
• US SAAS -
$32.2 B
Software
7/3/2014CONFIDENTIAL CALLTREE PRO INC

4. The TAM slide
Budget Capture Funnel
$18B+ TAM
CAFM
$1.8B
ITSM
$13.8B
DRS
$3.2B
$32B spend on SaaS applications
Market growing at 11% per annum
Strong opportunity for market consolidation
Growing set of opportunities outside Enterprise IT in IoT
7/3/2014CONFIDENTIAL CALLTREE PRO INC

5. Market Sizing
Small Businesses
$2.8-5.6B TAM US
$6.2-12B TAM WW
Medium Businesses
$1.6- 2.2B TAM US
$8.5-22.8B TAM WW
• Assumptions used
• 15% market share max
• Lite plan for Small Biz
• Pro –Ent average for Mid
Market
• 33% will leverage CTP API on
a paid basis
7/3/2014CONFIDENTIAL CALLTREE PRO INC

6. Competitive Landscape
 Who else is out there right now
 AtHoc
 Everbridge
 Mir3
 xMatters
 Send Word Now
CallTree Pro matches every single competitor when it comes to core features w/ 2.0
release and exceeds ALL of them when it comes to cost, ease of use, integrations,
enterprise feature sets.
7/3/2014CONFIDENTIAL CALLTREE PRO INC

7. Company
Mass
Notification
Multi
Channel
Geo-Aware
Real Time
Messaging
End User
Updating
Event
Reporting
Event
Templ
ates
Real Time
Analytics
Built-in
Security
Open
API
Availabili
ty &
Support
SLA’s
Athoc X X X X X X X X
xMatters X X X X X X X X X X
Mission Mode X X X X X X X X X
CallTree Pro
(Fall Release)
X X X X X X X X X X X
Guardly X X X X X X X X
Dell AlertFind X X X X X X X
7/3/2014CONFIDENTIAL CALLTREE PRO INC

8. CTP Customer Sweet Spot
$10M $10B+$250M $2.5B
Target Mid Market Space
Most likely to
purchase single IT
Management
functions on an as
needed:
CTP value
proposition is
effective in this
sector but CAC must
be low to be
profitable
CallTree Pro does
not currently have
the corporate mass
to service this
sector in a broad
capacity:
- Support
- Brand
- References
- Corp
Relationships
• 500+ Employees
• Multiple locations
• Mature
Management
Processes
Our Value Proposition is On-Target:
• Innovative
• Integrated with existing tools
• Cost Effective
• SaaS based
“Greenfield” to “Cap and Grow” Opportunities
• Scale and growth in this segment
drive more mature IT
• Cost sensitivity to IT Solutions
• Focus on Innovation and
efficiencies

9. The Problem
 Once an Incident or Problem occurs, all activities are still manually coordinated
across disparate channels making audit reporting a nightmare
 IT is primarily focused on the IT aspect, not the People side
 Most companies don’t have a backup to traditional communication paths beyond a
second email server
 Coordination of staff & users across geographically dispersed areas is very manual,
time intensive and lacks the audit trail required in todays compliance driven world.
7/3/2014CONFIDENTIAL CALLTREE PRO INC

10. The CTP Solution
Command
Interactive Dashboard, Task Assignment, Status & Activity
feed
Communication
Real Time Messaging, Device cycling, Geo Tech, Cloud
Documents
Enterprise features
Audit trails, AD/LDAP sync, SSO, Reporting Engine, Open
API, Storage and Playback
CTP API
GRC Tools
HRIS
IT
Monitoring
Help Desk
CAFM
UCF
7/3/2014CONFIDENTIAL CALLTREE PRO INC

11. Where CTP fits in the Enterprise IT Stack
• ITGRC• HRIS
• ITOM• ITSM
Incident to
Problem
Escalation
Big Red Button
CIRT/Ops
DR/BCP
Policy
Acceptance
Employee Safety
Location
Compliance
7/3/2014CONFIDENTIAL CALLTREE PRO INC

12. 5 Month Product Development Schedule
May –Sept 2014
Underlying Engine
Database design
Landing Page
Call trees
Public API setup
Location services
Real-time Communication
CAP Bridge
Underlying Engine
API core (Node.js)
UI design
User Management
Signup
Subscription management
Billing
UI Implementation
Dashboard
Event View
Integrations Panel
Forms & Task Lists Library
End User mobile app
Core UI Build
Event Templates
Mobile updating
Archival & Reporting
Storage & Playback
End User mobile app – bug fix
Admin mobile app
ValueAdd Features
CTP-OPS mobile & web apps
Monitoring & Notifications
Load testing
Failover testing
Documentation
Hardening
1 L3 dev – 4MM @ 20.4K
2 L2 devs – 4MM @ 17.2K each
2 Mobile – 4MM @ 17.2k each
1 Infra2 for 2MM @ 8K
1 DBA3 for 4MM @ 16K
1 Design3 – 5MM @ 26K
1 PM – 5MM @ 40K
Total $$ is 180K
Budget

13. Product Ecosystem – partners, not just vendors
NewScale
7/3/2014CONFIDENTIAL CALLTREE PRO INC

14. Partner Ecosystem
 IT Service Management
 ServiceNow, CA Nimsoft, Cisco, ZenDesk
 IT Management
 Cisco, New Relic, CA, Spiceworks
 Internet of Things
 Cisco, Johnson Controls
 Collaboration
 Cisco WebEx, Citrix GoToMeeting, On24, Fuze
 Beacon
 Apple, HID, Qualcomm, Google
7/3/2014CONFIDENTIAL CALLTREE PRO INC

15. Traction & Validation
 We have customers!
 Paying Customers – avg MRR of $450+ per customer
 Interested Customers – current pipeline is 400K+ ACV
 Sungevity
 Federal Home Loan Bank
 EBMUD
 AAA
 Brown-Forman
 On-boarded initial Channel Partner and actively recruiting more
 Technology partnerships with Cisco, ServiceNow & Qualcomm
7/3/2014CONFIDENTIAL CALLTREE PRO INC

16. The Team
 Chris Kirschke – 17 years of Enterprise IT experience on both the buy & sell side
with a focus on Information Security & Disaster Recovery. Excelled in technical to
management roles ranging from startups to consulting to Global 50 organizations.
 Richard Harrison – 20+ years experience in IT, product development and systems
engineering.
 Advisors
 Brad Thomas – Dir of CorpDev @ Juniper Networks
 Kevin McNary - Enterprise Accounts @ DocuSign
 John Giubileo – VP of Engineering @ EMC
7/3/2014CONFIDENTIAL CALLTREE PRO INC

17. Exit Strategy
Buyers
 Who could buy us?
 Enterprise Market
 Cisco
 HP
 CA
 EMC
 Mid Market
 ServiceNow
 Cherwell
Strategy
Momentum
IntegrationTechnology
18-36 months timeline with an
acquisition at the sub $50M mark 7/3/2014CONFIDENTIAL CALLTREE PRO INC

18. The Ask -
 $750,000 seed round
 Convertible note, 8%, 25% discount, $5M valuation cap, 150% CoC
 Use of funds -
 Development of CTP 2.0 – moves us from point solution to platform
 Marketing – product, channel, partner and online programs
 Formalize our Sales Channels
 Invest in Cloud/DevOps (scalability/availability engineering)
 Founders salaries
 Provides a 12-15 month runway
 Recruitment of initial Executive roles (Sales, Marketing, Partner)
 Gets us to $5M+ in ACV/400K+ MRR
 Sets up CTP for an early exit in the $30-50M range
7/3/2014CONFIDENTIAL CALLTREE PRO INC