Startup Investing 101 - Learn how to invest in startups. As one of the leading online startup investing marketplaces, Onevest's vision is to make investing in privately held companies easy by providing a gold standard in deal flow that matches your specific areas of interest. You tell us what you like, and we deliver just that. Webinar Agenda Top four most asked questions by newbie startup investors. 1. How do I compare startups to determine most attractive opportunity? 2. What type of due diligence should I do before making an investment? 3. What happens after I invest in the startup? 4. What type of return on investment can I expect?

1. STARTUP INVESTING 101 Webinar
July 2015

2. ONEVEST PUTS DESERVING ENTREPENEUR
PITCHES AT INVESTORS’ FINGERTIPS. IT’S CLEARLY
THE FUTURE OF STARTUP INVESTING.
“
”BARBARA CORCORAN, SHARK TANK, REAL ESTATE MOGUL & ANGEL INVESTOR
ONE OF THE HOTTEST
STARTUPS TO WATCH...
“
”
BARBARA CORCORAN, SHARK TANK, REAL ESTATE MOGUL & ANGEL INVESTOR
ONE OF THE BEST CROWDFUNDING
PLATFORMS OUT THERE.
“
”
ONE OF THE BEST DIGITAL
TOOLS FOR ENTREPENEURS…“
ONEVEST as seen in…
”

3. Alejandro Cremades, Co-Founder
& Executive Chairman of Onevest
• Master in International Business &
Trade Law
• Associate at King & Spalding
• Involved in the largest investment
arbitration case in history with $133B
at stake
• Guest lecturer professor at Wharton,
NYU, Columbia University
• Ranked #1 in the Top 30 under 30 list
by Vanity Fair
1
MEET TODAY’S HOST

4. Our vision is to
democratize access to
CAPITAL and empower
individuals to make
INFORMED INVESTMENT
DECISIONS

5. DISCLAIMER
Onevest.com is a website operated by Onevest "Company", which is not a registered broker-dealer. "Company" does
not give investment advice, endorsement, analysis or recommendations with respect to any securities. All securities
listed here are being offered by, and all information included on this site is the responsibility of, the applicable issuer of
such securities. "Company" has not taken any steps to verify the adequacy, accuracy, or completeness of any
information. Neither "Company" nor any of its officers, directors, agents and employees makes any warranty, express or
implied, of any kind whatsoever related to the adequacy, accuracy or completeness of any information on this site of the
use of information on this site. By accessing this site and any pages thereof, you agree to be bound by the Terms of Use
and Privacy Policy.
All securities are offered by North Capital Private Securities Corporation (NCPS), a registered broker-dealer, and member
FINRA/SIPC, located at 2825 E Cottonwood Parkway, Salt Lake City, UT 84121. NCPS does not make investment
recommendations and no communication, through this website or in any other medium should be construed as a
recommendation for any security offered on or off this investment platform. This website is intended solely for
accredited investors. Investments in private placements and startup investments in particular are speculative and
involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest in
start-ups. Companies seeking startup investments tend to be in earlier stages of development and their business model,
products and services may not yet be fully developed, operational or tested in the public marketplace. There is no
guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry
valuations. Additionally, investors may receive restricted stock that may be subject to holding period requirements.
Investments in early-stage private companies should only be part of your overall investment portfolio. Furthermore, the
allocation to this asset sub-class may be best fulfilled through a balanced portfolio of different start-ups. Investments in
startups are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years)
should not invest.
Testimonials may not be representative of the experience of all clients. Testimonials are not a guarantee of future
performance or success.

6. Onevest is a startup investing platform that connects
investors with startup investment deals
EARLY-STAGE STARTUPS
SOURCED FROM TOP
PROGRAMS/ORGANIZATIONS
VETTED ENTREPRENEURS AND
BUSINESSES
VARIETY OF INDUSTRIES
SECURE AND EFFICIENT TRANSACTIONS
In this photo: Founders of ZUM XR who raised $1.5 million in less than 90 days.

7. PORTFOLIO COMPOSITION ON Onevest
TECHNOLOGY 56% CONSUMER 23% OTHER 21%
Internet, mobile,
hardware, software, high
tech
Consumer goods,
fashion, retail, B2C
Healthcare, B2B,
energy, art
40%
Seed-stage companies
30% early stage (generating some revenue)
30% growth stage (ready to scale)

8. Onevest startups are among the best out there, backed by
prominent investors and top programs
UNIVERSITIES
and others
ACCELERATORS/INCUBATORS
and others
EARLY INVESTORS
and others

9. AGENDA
• Basics of startup investing
• Startup investing vs. other investment options
• Choosing a startup investment
• Terminology and technical details
• What happens after making a startup investment
• Q&A

10. AGENDA
• Basics of startup investing
• Startup investing vs. other investment options
• Choosing a startup investment
• Terminology and technical details
• What happens after making a startup investment
• Q&A

11. STARTUP INVESTING MARKET IS LARGE AND GROWING
Angel investing
INDUSTRY
$24.1 billion
STARTUPS FUNDED
73,400 startups
AVERAGE INVESTMENT
$85,435
AVERAGE VALUATION
$2.67 million
GROWTH
Individual investments up 36% (2008-2012)
Venture Capital investing
INDUSTRY
$48 billion
STARTUPS FUNDED
4,356 deals funded in 2012
MEDIAN INVESTMENT
Approx. $14.7 million
AVERAGE VALUATION
$40 million
540,000 COMPANIES LAUNCH EACH MONTH
Sources: Angel Market Analysis by the Center for Venture Research at the University of New Hampshire, 2014 Year-End Global Venture Capital Data report by
PitchBook, Report by PricewaterhouseCoopers LLP and the National Venture Capital Association

12. STARTUP INVESTING BASICS
Questions Answers
WHAT
What is startup investing?
WHO
Who typically invests in startups?
WHY
What are the benefits of investing in startups?
A GREATER MOVEMENT
Investors feel like they are contributing to
society while also receiving uncorrelated
returns on their portfolios
HIGH GROWTH INVESTMENTS
Investing in a privately owned business that
has high growth potential
HIGH NET WORTH INDIVIDUALS
Now mostly accredited investors, but soon
that will change.
DIVERSIFICATION
Alternative asset class that provides
uncorrelated returns*
EXPERIENCE
Each investor’s interests and portfolio are
unique. So is their experience on
Onevest
* Investing in startups is highly risky and may result in the total loss of your principals. Returns are not guaranteed

13. AGENDA
• Basics of startup investing
• Startup investing vs. other investment options
• Choosing a startup investment
• Terminology and technical details
• What happens after making a startup investment
• Q&A

14. HOW DOES MY INVESTMENT INCREASE IN VALUE?
Friends & Family
Angel Investors
Venture Capitals
M&A / IPO
GROWTHCAPITAL NEEDS
TIME
HIGH RISK
LOW RISK
$25K
$2
Million
$5
Million
$20
Million
Seed Start-up Early growth Sustained growth
Disclaimer: The chart below is for illustrative purposes and is not intended to
represent actual performance.
Credits: European Business Angel Association

15. CHARACTERISTIC OF THIS ASSET CLASS
5-8 yrs On average until there is ROI
$ Highly Illiquid
0%-? ROI expectation
Cannot access that capital until liquidity event
It varies greatly and depends on many factors
ROI is not guaranteed

16. HOW CAN I MINIMIZE MY RISK?
3 Key Points
1. USE 5-7% OF INVESTMENT PORTFOLIO
It’s important to use discretionary funds so in the event of a total loss, you can
bear the hit
2. CREATE A BASIC INVESTMENT FRAMEWORK
Don’t need to have a PHD to do this, but determine what sectors you like and
stick to what you know or are passionate about.
3. CO-INVEST WITH TRUSTED INDIVIDUALS
Gather a few trusted people with different expertise backgrounds and co-
invest together in deals

17. AGENDA
• Basics of startup investing
• Startup investing vs. other investment options
• Choosing a startup investment
• Terminology and technical details
• What happens after making a startup investment
• Q&A

18. WHAT ARE THE BEST PRACTICES BEFORE INVESTING?
3 Tips
1. DUE DILIGENCE
Look at team, market size, competitive advantage, product/service, traction
2. BE WILLING TO LOSE YOUR PRINCIPAL
Look at this like a pastime that may return nice profits or not.
3. BE RESPECTFUL OF EVERYONE'S TIME
The industry is small and reputation is everything

19. HOW TO JUDGE THE ACCURACY OF VALUATIONS

20. AGENDA
• Basics of startup investing
• Startup investing vs. other investment options
• Choosing a startup investment
• Terminology and technical details
• What happens after making a startup investment
• Q&A

21. CONVERTIBLE NOTE VS. EQUITY ROUNDS
CONVERTIBLE HYPOTHETICAL SCENARIO
DISCOUNT RATE
Percentage off of the valuation in next round
INTEREST RATE
Rate of interest you receive
CAP
Highest valuation your investment converts
BONE FIDE ROUND
An event that triggers debt conversion
MATURITY DATE
The date when the note becomes due to
investors
$10,000 USD
This is your investment
8% INTEREST
The interest you earn annually
20% DISCOUNT
The discount you receive off of the valuation
when your convertible note converts into
equity
$5 MILLION CAP
The maximum valuation your investment
turns into equity

22. HOW EQUITY ROUNDS WORK
Acquire a lead investor
Set valuation
Investors join the syndicate
Share price and negotiated fair terms
All Onevest investors join the pre-negotiated equity round
Before Onevest, startups find a lead investor

23. DO I QUALIFY TO INVEST?
INCOME NET WORTH
$200,000 USD
The last 2 years of either
income tax statements or
W2
$300,000 USD
Income tax statements when
filed jointly with spouse for
last 2 years
ways to qualify as an accredited investor
$1,000,000 USD
Individually excluding
primary residence
$5,000,000 USD
If investing from an entity

24. STEPS TO INVEST ON Onevest
1 32
PICK
Find startups
you want to
invest in
INVEST
Click on the
invest button
CLOSE
Fill out the
required
paperwork

25. WHAT DOCUMENTS WILL I NEED TO SUPPLY?
Publicly Fundraising Privately Fundraising
• Self-accreditation form
• Affidavits
• W9
• Identity check
• Bad actor/Suitability questionnaire
• Documents proving your accreditation
status
1. W2
2. Income tax statements
3. Letter from
lawyer/accountant/broker/financial
advisor
4. Brokerage statements
5. Proof of participation in previous
rounds in the same startup
when investing in a startup
• Self-accreditation form
• Affidavits
• W9
• Identity check
• Bad actor/Suitability questionnaire

26. AGENDA
• Basics of startup investing
• Startup investing vs. other investment options
• Choosing a startup investment
• Terminology and technical details
• What happens after making a startup investment
• Q&A

27. WHAT HAPPENS AFTER I INVEST IN A STARTUP?
1 32
ADD VALUE
Help to open
doors if
you’re able
BUILD
RELATIONSHIP
It’s like a marriage
without the love
SET
EXPECTATIONS
Establish
framework

28. “I raised 2x the money on Onevest than on AngelList in ¼ the
time. That’s what I call magic. I am one happy entrepreneur!”
- Kyle Samani, CEO of Pristine
Disclaimer: Testimonials here may not reflect individual experience and are not a guarantee of future performance.

29. "Onevest played a vital
role in helping Züm XR
reach our funding target.
Their platform provided all
the tools and support
necessary for us to
connect with accredited
investors throughout the
U.S. Onevest has a great
team, an easy to use
platform, and quickly
generates exposure to a
vast amount of active
investors that can expedite
the funding process for
small businesses."
- Brett Waxler,
VP of Sales at Zum XR
Disclaimer: Testimonials here may not reflect individual experience and are not a guarantee of future performance.

30. $680,000 RAISED
Funded January 2014
ABOUT THE STARTUP
- Startup founder & advisor matching portal & in
person meet up groups
- First startup to generally solicit on 9/23/13
ROCKTHEPOST PARTICIPATION
- Digital Demo Day (November)
- Barbara Corcoran’s Startup Tips & Picks Feature
- Newsletter feature
RESULTS
- Investors from geographies beyond own market
- Crowdfunded for ~3 months
- Significant press: Wall Street Journal,
TechCrunch, CNN Money, Washington Post,
DowJones
Case Study: CoFoundersLab hit $680k target in early
January with RockThePost’s help
Disclaimer: Testimonials here may not reflect individual experience and are not a guarantee of future performance.

31. AGENDA
• Basics of startup investing
• Startup investing vs. other investment options
• Choosing a startup investment
• Terminology and technical details
• What happens after making a startup investment
• Q&A

32. UPCOMING INVESTOR WEBINARS
• August 4th at 1pm
Digital Demo Day

33. STARTUP INVESTING 101 Webinar
July 2015
THANK YOU!