Speech Flashcards
Intro
We are a European fintech and we design a range of services at the destination of dealmakers. So basically we have 3 main activities. We define ourselves as a workspace, because we have multiple products and our objective is to help investment bankers and M&A players to close more transactions. So all of our services coexist in one platform and are very complementary and you can use one of them as a stand-alone or all of them together. We have 3 products to help you to do that.
Clients small cap
ECM, Oren, Crowe
Clients mid cap
u are capital (seul qui a le CRM), RSM, Noregestion
Upper cap
JP Morgan
Database (part 1)
The historical platform is our Arx database, which gives you a comprehensive view of the PE market. This has been created ten years ago and it is a platform where we maintain and aggregate information about investors and portfolio companies.
We work with 1,800 investors across Europe and the USA, 45 000 companies
The idea is to give you an introduction of who has a specific expertise in which sector doing what and if you want to contact them, so we try to give you the main contact details.
So we have more than 80,000 people (PE investors, M&A Advisors, Corporates - CFO - M&A in-house) and 70,000 emails and more than 10,000 direct numbers. Our clients are using this platform for two main objectives.
Database (part 2)
First find buyers with a very specific expertise angle. I want to know people who are able to invest into my country for direct investment or for addons and with a specific understanding of the size and my activity, so that is basically how we help you to find specific buyers.
Also the second way to use Arx is to try and anticipate exits…
…if you work with investors already and if you pitch them,
you’ll be able to monitor the ecosystem, anticipate the next exits because we give information about :
the year of investment for the portfolio companies
average holding period
and the latest-news related to the funds
One of the takeaway points from the database is that most of the PE firms… we actively discuss with them. They all have access to the platform, customers or not, and can push proprietary data to the rest of the community, which can be about their portfolio, who’s the right portfolio manager for a given company, their acquisition target, and more. That’s really what’s behind the database. This community-driven approach provides more than 30% of all the data
Network (intro)
The Network Marketplace is very complementary to the database. It’s a platform where you are able to find buyers and sellers live in the same environment.
The database is the past, it is what investors have done in the past. The network is the future. It’s a live platform, animated by a large community of buyers and sellers who publish opportunities on sell-side and buy-side.
Network (buy side)
On the buy side you’ll find investors. Basically speaking for add-ons, what they want to buy and what they are looking for, now, for a direct investment, and they will be able to tell you where they want to buy by country, by keyword , by activity and also by size.
So for example, a PE is looking to buy in (country) a company in the packaging industry doing 10 million revenue. On the other side, if you as an M&A you have anything matching with a sell-side mandate you can contact them and send them the teaser. (4500 opportunities)
On the buy side we have
Financial investors (PEs)
Corporates
SMEs
so you can directly discuss with CEOs , CFOs
M&As working on buy side mandates
Network (sell-side)
On the other hand we have the sell- side part which was launched 3 months ago. Mainly dedicated to M&A.
On the sell side you can directly upload the teasers and be directly contacted by all the communities we are working with.
So it is not just being contacted by buyers such as investors or companies, it is also being contacted by the thousands of M&A advisors using our platform. 1000+ unique connections daily from M&A advisors…
…most of them have buyers contact by different countries and geographies. Just keep in mind we have clients across 15 different countries in Europe and the USA so you can be contacted for cross-border transactions.
Just so you have an idea of the names we work with, we work across Europe and we know how investment bankers work. In Iberia we are working with Iberia, Alantra, Norgestion, Crowe, AW, RSM… So our sweet spot is small to mid-cap M&A boutiques. Those are the two main products in terms of execution.
CRM (part 1)
The CRM deal flow management is dedicated to helping you to manage your information more efficiently.
We help you from pitch to mandate to organize and to aggregate your intelligence into one single space so you can be able to
pitch your ecosystem
have mandates
and be more efficient with all of the data you aggregate
and to share the information efficiently internally.
So it’s like a classic CRM, but dedicated to investment bankers and with many features dedicated to you.
CRM (part 2 func. examples)
So as an example, we have a digital buyers log where you will be able to create this information online and all of this information will be automatically synchronized with everyone in the community.
A section dedicated to contact management : linked to the database so you can push from the database -> CRM… allowing up-to-date information: advisors, investors, vc’s, executives, advisors and consultants in the US and Europe
Section dedicated to the follow-ups of relationships with your targets, counterparties and all the advisors (business partners, lawyers)
Section dedicated to Dealflow management, portfolio management, Investor relations and innovative
AI functionalities will strengthen your processes and save you time on a daily basis
Mobile app designed for Partners with easy access to notes and sharing of information
Questions à toujours valider
1/ How many are you in the team ?
2/ Do you have a CRM ?
3/ Do you use databases ?
4/ How many deals a year ?
5/ What kind of deals -> sell-side / buy-side / listed companies ?
6/ Sector agnostic or specialized in a sector ?
7/ Do you work with investors, do you pitch them ?
