New Generation of Modern ERP Software for Maximum Performance and

Growth

Shu Wang
CEO
xyz@xyz.com
www.OrcaSmart.com
TA B L E O F C O N T E N T S

Executive Summary 03
Te a m O v e r v i e w 04
Investment Opportunity 07

09 COMPANY OVERVIEW
Market Opportunity 09
Company Synopsis 11
Key Features 13
Pricing & Revenue 14
Key Milestones & Future Development 16

17 INDUSTRY ANALYSIS
Industry Overview & Developments 17
Ta r g e t M a r k e t & M a r k e t i n g 19
Competitor Analysis 20
Differentiating Factors 22

24 FINANCIAL OVERVIEW

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E X E C U T I V E S U M M A RY
Orca Smart is on the frontier of redefining what an ERP can do for business, developing a
powerful next generation modern business intelligence platform (BIP) that brings maximum
performance and growth to medium and small businesses. Orca Smart BIP combines business
automation and artificial intelligence for an all-in-one platform that identifies trends in your
business and provides recommendations to help your business grow. With modules ranging from
HR to Sales, logistics and financial management, Orca Smart BIP is ideally suited for use by all
business sizes. With easy integration, intuitive interface and the first business platform to provide
built in B2B networking abilities, Orca Smart allows even the smallest of companies to quickly
compete within an increasingly global economy.

OrcaSmart isn’t just ideal for companies of any age or size - it’s also been designed to serve the
full spectrum of industries. Being equipped with services that assist every area of business
allows us to provide at least some level of benefit to any user, no matter what their core business
activities are. The machine learning functionality we’ve built into the platform’s backend gives
it the power to make automated recommendations that translate across any industry.
Furthermore, all data transmitted through OrcaSmart is 100% secure - and it’s even set up to aid
in compliance by automatically informing users of recent changes in government regulations and
tax laws that affect their business.

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 Our talented team, which includes a CEO who has previous success in building multimillion
dollar companies, has built a multi-pronged revenue model around OrcaSmart and its features.
The revenue streams will be fully activated once we bring 1,000 users onto the platform for free
and prove its bottom-line benefit. Looking further ahead, we will begin to integrate more B2B
features into the OrcaSmart platform as well as introducing opportunities to integrate it into
office-based hardware. In order to build out OrcaSmart’s beta version and eventually lead into
these future directives, we are looking to secure a $xxx capital investment.

CAPITAL
INVESTMENT $x,xxx,xxx
If you have any questions about OrcaSmart or would like to learn more, please don’t hesitate to
contact Founder/CEO Kenneth Wang. Thank you very much for your time!

T E A M O V E RV I E W
The OrcaSmart concept is the brainchild of CEO Kenneth Wang, an experienced and successful
entrepreneur. The vision for the platform came to light while growing his prior venture, a
multimillion dollar sourcing and distribution company, from the ground up. As the company
began to reach new levels of success, Kenneth ran into a handful of stumbling blocks that always
spawned from a lack of operational automation and efficiency. Growing frustrated, he began to
look into ERP software - but quickly realized that there was a clear lack of truly turn-key
solutions that served small businesses like his. The result, soon after, was the creation of
OrcaSmart.

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These experiences gives our team intimate knowledge of what it takes to improve operational
efficiency - within both our business and our customers’. As OrcaSmart’s CEO and leading
visionary, Kenneth is responsible for identifying the unique features that will allow us to
differentiate from competing solutions. He also drives our future development strategy and
crafts our corporate culture. He is supported by these three able-bodied executives:

Jack Zhang, CIO - Our information technical guru, Jack, has enjoyed a very successful two
decade-plus career as a software engineer and developer. He can fully understand the company's
business development planning on the hardware and software system requirements, design, build
the overall framework of enterprise information systems. Also, He has many years of experience
in implementing software and hardware system selection, price negotiation or bidding work, and
understand the current fashionable enterprise large data infrastructure and technology system.
He’s gained a versatile skill set over this time - including backend infrastructure development,
data visualization, networking, and development team management. PHP, Java, JavaScript, SQL,
HTML, and C++ are amongst the programming languages Ke has become fluent in. He’s
coordinated and led large teams to the creation of outstanding end products, in industries ranging
from education to real estate. As CIO, he is responsible for leading development activities related
to platform development, architecture and future company development.

Jacob Spilberg, CMO - After receiving his BFA in product design from the prestigious Rhode
Island School of Design, Jacob would go on to receive an MBA with a marketing focus. This
impressive educational portfolio gives him the ideal combination of customer acquisition and
user experience know-how to serve as our Chief Marketing Officer. Branding, design, and the
execution of our go-to-market strategy stand as his top responsibilities going forward.

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 Don Hartung, CSO
Cyber Security Professional and Military Veteran with 15+ years of experience. Don Hartung is
well versed in information network design, security, and infrastructure support. Don has helped
orchestrated technological and security abilities for leading industry cyber-security providers, the
federal government, and large international companies while ensuring Information Systems
compliance / reliability. Don’s background makes him ideally suited to the task of ensuring
complete data security and reliability for Orca Smart and it’s user base.

The OrcaSmart executive team is supported from the outside by a versatile Board of Advisors
with their own versatile skill set. The Board includes:

Tod West Anthony D’Silva Bobby Kudlek

With 14+ years of software
sales experience centered
around e-commerce,
production and POS software.
From traditional hardware to
mobile, tablet based systems.
Tod has sold software for
Inertia Beverage Group,
Vin65, Elypsis and Orderport.
His intimate knowledge of
software sales makes him an
invaluable asset in developing
sales.
Uniquely tuned into Eastern
markets, having served as a
certified consultant in
Malaysia for over 5 years.
For the past 10, he’s also
served as an advanced
ProAdvisor for QuickBooks
for medium to large
businesses. Anthony is
directly responsible for
heading up the development
of our accounting modules
and functions within the
software.
An Elite District Manager for
ADP, Robert maintains a wealth
of experience in Payroll
Management, HR Services and
Human Capital Resource
Management. A graduate of the
ADP leadership program,
responsible for over1.5 million
dollars of new revenue and 400
new clients.

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I N V E S T M E N T O P P O RT U N I T Y
Though this is the company’s first funding round, our Founder does have experience in
fundraising with his previous venture - which was eventually turned into a multimillion dollar
company. This gives us full confidence as we enter into a similar situation with OrcaSmart. We
are turning to the investment community for a seed capital infusion of $xxxxxx in order to
jumpstart our vision into a fully functional startup. Investors will be compensated in the form of
equity shares in our company, based on a pre-money valuation of $xxx. While the fully invested
amount will net an investor xx of OrcaSmart (xx shares), one can partner with us for as little as
$xxxx

CAPITAL $x,xxx
INFUSION

PRE-MONEY MINIMUM
VALUATION $x,xxx INVESTMENT $x,xxx

This capital will be crucial in moving us through the seed stage and into what will be an even
more lucrative Series A round. It will allow us to develop and roll out a fully functioning beta to
over 1,000 businesses; after this milestone is reached, we will then begin initiating our revenue
model. It will also give us the ability to host an exhibit at a CES conference in January 2018,
showcasing both our desktop and mobile versions. At the event, we will pitch our automated
recommendations ad platform to service providers such as ADP, State Farm, LegalZoom,
ZipRecruiter, and other business services to obtain integrating advertising dollars.

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Here is how the funding allocation will break down in more specific terms:

5 4
3 1 $xxxx for personnel (developers and coders);
$xxxx for operating expenses, working
2 capital, rent, and travel;
EQUITY $xxxx for marketing (advertising, PR, and
1
$xxx 3 exhibitions);
$xxxx for hardware and servers;
FUNDING 4 $xxxx for intellectual property.
2 5

This business plan contains a number of outstanding reasons why we believe investors should
strongly consider OrcaSmart for their next equity partnership. Below, we highlight a handful that
stand out most:

Untapped ERP segment - There is no shortage of ERP software solutions on the market today;
that being said, most are not for everyone. Small to medium-sized businesses (especially small)
have been mostly ignored as being ERP-worthy - but with our economy going more global, their
needs are just as pressing. OrcaSmart is designed to be easily integrated and highly beneficial for
businesses of all sizes.

Creating barriers of entry - As practically the only true all-in-one on the market, OrcaSmart has
the ability to redefine what an ERP solution is, and what customers can expect from them.
Successful implementation of our business model could potentially lead to a user community
who will no longer accept ERPs that only serve a couple areas of business, and no longer accept
the use of multiple platforms. We’re in position to lead this new age of ERPs.

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 Investment yield - OrcaSmart’s multi-pronged revenue model is set to pay big dividends to our
investing partners. It sets us up to generate both recurring revenue and periodic revenue spikes,
and is projected to yield a return, at bare minimum, of xx.

Exit strategy - Though we’re only in the seed stage of our growth, we are still laser-focused on
ultimately rewarding shareholders with a lucrative exit maneuver. We currently envision both an
acquisition by a strategic partner and an IPO as legitimate options.

C O M PA N Y O V E RV I E W

M A R K E T O P P O RT U N I T Y
As everyday consumers, it’s impossible to not get instantly gratified these days. Our mobile
devices are placing a growing number of daily tasks and desires right at our fingertips - to the
point where waiting around to get things done is unnecessary in many cases. For some people,
even standing in line for a cup of coffee is now seen as archaic. This instant gratification isn’t
just becoming expected by consumers - it’s also spilling over into the inner workings of business.
Organizations have been relying on digital platforms to conduct business for a couple decades
now; but in today’s world, they want to do so “in real time” to keep up with market demands.
Access to things like accurate documents, price quotes, shipping data, and more are expected
immediately by consumers, and employees and vendors expect to be able to provide.

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The reality is that there are a ton of tools in place to help businesses serve their instantaneous
desires. Dropbox (file sharing), Salesforce (CRM), and Namely (HR) are just a few platforms
that are commonly relied on.

But having all of this great technology at our disposal creates a catch-22: there’s simply too much
of it. No true all-in-one solution exists that intertwines it all together in a way that makes sense
logistically; leaving businesses with multiple interfaces to juggle. Not only is this less
convenient, and more expensive - but it’s dangerous. The use of multiple business management
platforms leaves mountains of data scattered all over the digital realm, which can lead to the
following issues:

Miscommunication amongst key employees and teams;

Loss/disorganization of valuable customer information;

Wasted time and effort on redundant activities;

Wasted money resulting from inaccurate directives and/or duplicate work;

Difficulty in evaluation of true employee performance and day-to-day activities;

Inability to make data actionable for strategic decision making due to disorganization;

Hastened B2B relationships suffer due to a lack of financial guidance and transparency.

Customers, employees, and company cultures all suffer as a result of these roadblocks - and this
negative impact is becoming more prevalent than ever. While corporate America has been
"downsizing" for years, the total number of small to medium-sized businesses (SMBs) in the US
has continued to grow rapidly. Virtually all of the 28 million or so SMBs in our nation could
benefit from a complete, truly end-to-end enterprise software solution. As we move toward a
more global economy, they must also be able to confidently conduct business on an international
level - which they’re finding difficult to do under the status quo.

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C O M PA N Y S Y N O P S I S
Responding to this need, Enterprise Resource Planning (ERP) software manufacturers have
begun to step things up in recent years, creating products that automate more than just one
business activity under a single platform. The market for these platforms is growing; but at
OrcaSmart, we’re setting our sights even higher by being truly all-in-one. We are proud to offer
a cloud-based, all-encompassing ERP software solution designed to guide SMBs toward
achieving maximum efficiency, growth, and profitability. The days of multiple logins, multiple
monthly fees, and scattered data are over thanks to OrcaSmart. Now, business leaders finally
have one unified platform that helps manage all aspects of their operations.

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OrcaSmart delivers its enterprise users a guided and intuitive user experience that allows them to
hit the ground running - without the need for a lengthy, involved onboarding process. No matter
what a business’s specific needs are or which areas they are seeking to improve upon, they can
now start managing all aspects without interrupting current operations. From human resources
and project management to inventory management and forecasting, everything needed to
optimize organizational performance can now be done remotely. And, in addition to your
company as a whole, we also make the employee workday more transparent than ever before.
Managers enjoy a constant view of all of their employees’ key interactions, and can even build
out and manage entire departments. This allows employees to more efficiently manage their
specific projects - and to deliver that instant gratification that consumers desire.

Our platform is ideal for businesses with high levels of customer interaction and project
management. Those with multiple different department teams working under one roof, or even
those with an individual sales department and multiple account managers will likely see the
quickest results. But regardless of size, OrcaSmart’s true end-to-end nature allows it to provide
benefit to all companies looking to improve in some way. Users get to see exactly how their
employees spend their time; and in turn, learn more about their businesses than ever before. This
helps purchasing managers to better monitor inventory, plan, and purchase - which allows for
better customer relationships and more closed leads.

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K E Y F E AT U R E S
Time is already pressing enough for small to medium-sized business leaders and managers.
Implementing changes that improve one or more areas of business only adds to this hecticness,
causing many of the proposed changes to fall flat anyways. This is something we understand
plainly at OrcaSmart - and is why we’re dedicated to having the best user interface in the
industry. The simplification and “buttonification” of the OrcaSmart UI allows us to deliver a
platform that’s extremely powerful, yet not cumbersome. For example, users won’t need to re-
learn what is “our version” of QuickBooks because we’ve made it only as robust as it needs to be.
Users can turn on or off features that might prove unnecessary to their specific business and
complicate their thought processes.

This commitment to an unrivaled user experience is emphasized even more through OrcaSmart’s
rich, robust feature set. At the top of the list is the platform’s ability to make workflow data
actionable and intelligent in order to assist with key strategic decisions. SMBs are more
susceptible to operational and logistical stumbles than their larger counterparts - and our guidance
tools help them take much of the guesswork out of the equation. Take HR as an example: our
software has the ability to analyze data trends to suggest insurance purchases, and can even looks
at employee hiring rates to suggest payroll services. On the sales end, OrcaSmart can also
anticipate customer needs through auto-generated region-based forecasting. Information on the
platform’s other top features can be found below:

Compliance - OrcaSmart automatically informs users of recent changes in government

policies, regulations, and tax laws that affect their business - hence aiding them in
achieving federal and state compliance. Documents can be filed and fees paid through
OrcaSmart to avoid penalty. If an audit occurs, everything is guaranteed transparent
and accurate - which is a huge time saver.

Data security - With all resources and information unified under a single platform,
companies can rest easy in that their valuable data and records are secure. This helps
make interdepartmental communication seamless.

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 Supply chain management - Business leaders enjoy a detailed view all the way up the
supply chain, with a nice log of communication every step of the way. All of this from
the comfort and convenience of their mobile devices.

HR evaluation - OrcaSmart’s unique employee rating system assists HR in assessing

the workforce. It can even be made visible to customers and other stakeholders to drive
reputability and customer confidence.

Platform communication - We also give all users the ability to communicate with
other OrcaSmart users through the platform. This increases the effectiveness of a
company’s networking with outside vendors.

Translations - OrcaSmart is truly multilingual. The platform automatically translates

2-way communication to the users’ desired languages.

Information symmetry - In other words, transparency; all relevant information is

readily available to all parties involved. It starts with increased management visibility
into individual employee activities, and the ability to review a complete history of an
employee and their stakeholder interactions. It also works the other way so employees
can perform their jobs better and hold their superiors accountable.

B2B Networking / Connectivity – As businesses adopt OrcaSmart, they will be able to

experience the benefits of the network effect by being able to share business
information, inventory data, pricing, project statuses and more. Companies can view
employee information, rate performance, and connect with others via OrcaSmart.

PRICING & REVENUE

As we continue to build out and optimize the beta version of our platform, we are placing an
impetus on user acquisition over monetization during the early days. We’re committed to
achieving technical perfection first and foremost, as we understand the importance of turning all
of our customers into committed lifetime users. Our business model has been crafted to generate
this repeat business; in fact, we are offering OrcaSmart for free for up to one year to the first
1,000 users to register an account.

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This will give us a solid foundation of potential lifetime customers to draw from while limiting
technical risk early on as there’s no financial commitment on the user’s part. To secure this first
1,000, we will leverage our existing business relationships with over 800 companies via an
emailed formal invitation to join OrcaSmart. Once technical optimization and early user
acquisition metrics are reached, we will then activate revenue generation through four distinct,
lucrative avenues. Details on each revenue stream are as follows:

Licensing fees - This is the base revenue stream that’s in place for every user. It costs
them $xxx per user, per month to receive fully-licensed usage of the entire OrcaSmart
platform. We’re able to offer this price point - which is lower than our competitors’ - due
to the multi-pronged revenue model we have in place. It gives us another leg up in terms
of early user acquisition.

Transaction fees - With this stream, we will charge a TBD fee for the facilitation of
payments between our business users and their customers. We will also have an escrow
service in place that allows both ends of the spectrum to build trust amongst one another.

Data storage fees - We will also generate revenue from our users depending on the
amount of data they wish to store on our platform. Fee amounts are TBD.

Digital advertising - A variety of B2B companies, including payroll services, legal

services, and insurance companies, will find OrcaSmart as an ideal option for their
marketing spend. Their advertising messages will be placed in a variety of locations
throughout our platform, and we will charge a TBD fee for each.

Though we still sit in a pre-revenue state, we are fully confident that the above revenue model is
the ideal system for us to achieve exponential financial growth. Once it is initiated, we expect
this growth to be rapid - and have established the following revenue estimations for our early
years:

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KEY MILESTONES & FUTURE DEVELOPMENT
We are just getting underway here at OrcaSmart, but are already gaining some nice momentum.
As we continue to move out of the concept stage, we have begun approaching companies with
letters of intent that lock them in as early users. We’ve secured 3 so far - and are establishing
good relationships even with those who have yet to sign. Our team has also established a key
working partnership with NYC-based Anchin, Block & Anchin. They’re a highly respected
advisory and accounting firm whose services will be crucial in helping us optimize the financial
and compliance ends of OrcaSmart. The agreement is all but concrete; we’re simply waiting to
receive a letter of intent back from them.

A talented lead developer and supporting team has also been secured, and is ready and waiting to
engineer our platform to a beta level. Approximately half of the capital secured during this
fundraise will go precisely in this direction. Looking a bit further into the future, we’re
incredibly excited about what OrcaSmart could eventually evolve into. The broad nature of the
platform leaves us with many possibilities; but as of now, we’re focusing our future development
efforts in two directions:

1 Consumer-facing trade platform - Once a critical mass of users is reached and it becomes
a known beneficial resource, it could begin to take the form of an “Alibaba” for B2C-
focused businesses. At its core, it would allow end users to search for and interact with
businesses through OrcaSmart to enjoy a more transparent view. We would also provide
better integration with mobile devices.

2 Hardware integration - This is all about giving OrcaSmart more of a physical presence
within the office. For example, the installation of a small touchscreen that extends our user
interface onto a user’s desk phone. This would yield the data that’s in our software to render
greater information sharing - including improved tracking of sales and customer interaction
logging.

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I N D U S T RY A N A LY S I S
I N D U S T RY O V E RV I E W &
DEVELOPMENTS
Technological innovation has led to the creation of a massive industry around solutions that
increase operational efficiency for businesses, with ERP software leading the way. Over the past
decade, entrepreneurs have harnessed the power of these technologies to deliver incredible
benefits to businesses; and as we become an increasingly global economy, the ERP industry is
heating up even more. A growing number of companies are realizing that the automation of as
many areas of business as possible is a virtual necessity to remain competitive - and companies
like ours stand to benefit.

The facts, trends, and developments listed below further underscore the healthy state of the
industry, and strongly support the viability of the OrcaSmart opportunity:

What is an already lucrative industry is here to stay. An Allied Market Research* report
forecasts that the global market for ERP software is expected to hit $41.69 billion by 2020 -
exhibiting a CAGR of 7.2% from 2014 until then.

(*https://www.alliedmarketresearch.com/press-release/global-ERP-software-market-is-expected-to-
reach-41-69-billion-by-2020.html)

Our team’s ties to Eastern markets gives us an advantage in terms of geographic

expansion. In terms of growth, the Asia-Pacific is proving to be one of the most lucrative
geographic ERP markets. According to a PR Newswire* article, it is anticipated to reach $ 9.77
billion by 2020.

(*http://www.prnewswire.com/news-releases/global-erp-software-market-is-expected-to-reach--4169-
billion-by-2020-498133891.html)

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ERP solutions can find success in more ways than one. On-premise ERP is expected to hold a
57% grip on the industry by 2020, also according to an Allied* report. However, its cloud-based
counterparts are experiencing an increase in investor attention - with investments predicted to
double during 2016 by PwC.

(*http://www.business.com/software/managing-resourses-erp-industry-trends-that-impact-bottom-line/)

Exit prospects within the industry are more lucrative than you could imagine. Perhaps the
top example is Oracle’s November 2016 acquisition of cloud-based ERP solution NetSuite*,
which totaled $9.3 billion.

(*http://fortune.com/2016/11/05/oracle-netsuite-to-close/)

New small venture creation continues to surge within our home nation. According to the
Small Business Administration*, there are currently approximately 28 million small to medium-
sized businesses in the US - with the number of small businesses alone increasing by 49% since
1982.

(*https://www.sba.gov/)

The health of the small business sector is very beneficial to our economy. The SBA* also
reports that since 1990, small businesses added 8 million new jobs to our economy while “big
business” eliminated 4 million. The rate of small business failures has also been on the decline -
part of which is likely due to the optimized efficiency they get from ERP solutions like
OrcaSmart.

(*https://www.sba.gov/)

Global growth prospects for B2B sector, which is one of our primary future directives, are
astounding. According to a Forrester Global* report, the worldwide B2B sector will grow to
$25 trillion by the year 2020. However, of this massive global total, only 27% comes from
online sources - leaving behind great growth opportunities for companies like us.

(*http://blogs.forrester.com/susan_wu/15-05-08-us_b2b_ecommerce_will_reach_1_trillion)

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TA R G E T M A R K E T & M A R K E T I N G
No ERP solutions on the market today offer the level of all-encompassing service that OrcaSmart
does. Because of this, virtually no barriers exist in terms of who it can benefit. Companies
across a wide multitude of industries - both product and service-based, B2C and B2B focused -
will quickly realize our platform’s value. But to narrow our focus slightly in our company’s early
days and attempt to grow to scale, we have identified small to medium-sized customer-focused
businesses as our primary target market. We believe our solution proves particularly beneficial
to these still-growing enterprises that remain mission focused, and place a significant emphasis
on customer interaction and project management. Other characteristics we generally look for
within this target market include:

Have experienced an increase in business that no longer allows them to handle everything
“in house”;

Rely heavily on personal sales teams;

Are concerned that they can no longer track the efforts of their growing team;

Often keep stock in multiple warehouses in multiple geographic territories;

Often experience communication breakdowns between logistics, sales, and the customer;

Use more than 3 different software platforms to run their business.

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 The above characteristics have been leveraged in the creation of an ideal marketing strategy for
OrcaSmart. This is especially true with personal sales; initially, our efforts will be focused on
making in-person introductions to businesses with whom we have pre-existing relationships. The
first step in this process will be an email blast out to the 800+ contacts we have. In addition to
personal sales, and to our promotion that offers the platform free to the first 1,000 users, we will
also rely on these marketing tactics for early customer acquisition:

Press releases in appropriate industry publications;

Exhibiting at a Consumer Electronics Show (CES) conference;

Maintaining a heavy social media presence, especially on LinkedIn and YouTube;

Submission to ERP review websites and publications;

Print and digital advertisements in specific trade journals;

Publishing user case studies via social media and self-published blog posts.

C O M P E T I T O R A N A LY S I S
The health and promise of the ERP industry is reflected in what is a formidable competitive
landscape. Some of these rival solutions serve the broader spectrum of businesses, like
OrcaSmart does, while others are more specific to a given industry. Some are also more devoted
to one or two areas of business - whereas others attempt to provide a more end-to-end level of
service. Regardless of how they are comprised, three solutions in particular are separating
themselves as our most imposing competitors.

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Details on these players are found below:

Deskera (www.deskera.com)
This Southeast Asian-based firm has created an award-
winning, cloud-based ERP that powers more than 3,000
clients globally. Despite being primarily focused on
finance and accounting management, Deskera does to a
solid job of being “end-to-end”. This fact, combined with
a client portfolio that includes Google and Starbucks,
make them the leader in our market
market in the grand scheme - and especially so in Asia. Their prices are competitive and their
software is highly customizable, which makes them attractive for smaller businesses. They also
have a wide variety of other products to offer to clients; however, they do fall short in some
areas. In addition to failing to provide a true enterprise-wide business solution, they also do not
offer the ease of integration that we provide. Their location also limits them in terms of
marketing and expansion on our side of the world.

Intacct (us.intacct.com)
This American ERP platform boasts the claim of being #1
in customer satisfaction. They are even more focused on
financial management and reporting than Deskera, but still
sit in our due to the overall similarity of their platform to
the rest. The company has raised an impressive $135
million in venture capital backing, and sit right behind
Deskera as the #2 in our competitive
competitive landscape. The platform’s combination of outstanding UI/UX and use of machine
learning to help users make better business decisions make them a go-to choice. It also plays
host to over 250,000 daily transactions, and maintains users in an impressive variety of
industries. That being said, their overarching focus on financials really limits them in terms of
being a standalone solution.

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 Sync (www.isyncsolutions.com)
The #3 position within our market is held by Sync, the
unquestioned leading ERP software solution for the
apparel industry. The platform by itself is quite
impressive, allowing business leaders to make quick
decisions regarding inventory, materials purchasing,
ecommerce, and almost 20 more areas. However, their
strict focus on apparel and fashion businesses keeps
keeps them in this #3 position. The platform is not designed to help service-based businesses at
all - to the point where it doesn’t even apply to entire industries in most cases. Despite this major
drawback, they’ve mastered their industry of focus. Sync has done wonders for a variety of top
brand to increase sales, including Quiksilver, Zoo York, and many others. The user interface is
also highly visually appealing and easy to navigate.

D I F F E R E N T I AT I N G FA C T O R S
With the competitors mentioned above being firmly entrenched on the competitive landscape,
gaining market share amongst them will be no easy task. That being said, the market is sizeable
and has great growth potential - and there’s plenty of room for new entrants like us. We’ve also
tied a distinct set of competitive advantages into OrcaSmart, which will help us differentiate from
these competitors and ascend to a market leadership position. The top three that will go the
longest way towards achieving this are listed below:

Companies in all industries can benefit from OrcaSmart.

Many competing solutions, including Sync, cater solely to a given industry; but at OrcaSmart, we
don’t discriminate. Our Software is versatile and robust enough to assist the growth and
management of any type of business, no matter what their core business activities are. Being
truly all-in-one is what allows us to accomplish this. While most other ERPs require detailed
integration into other current softwares being used, we cover everything right from the top.

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We’re also suitable for all business sizes.
Despite being all-in-one, OrcaSmart still integrates into our clients’ operations quickly and
painlessly. This, in addition to our affordable price points, sets us apart from competition, and
makes us suitable for all business sizes (unlike them). Our intuitive user interface and automated
recommendation tools can work for any business, regardless of size. We’re giving small
businesses everything they need to compete in what is a more global economy.

We have some great people in place.

Our Founder, Kenneth, has proven his mettle on the startup scene by growing his own
multimillion dollar sourcing and distribution company from the ground up. This experience
gives our team intimate knowledge of the issues involved in growing a company from a single
employee to an international player. The remainder of the team is rounded out by a versatile
group of professional designers, marketers, developers, and accounting professionals.

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F I N A N C I A L O V E RV I E W
Summary
2018 2019
Revenues 0 0
0 0
CoGS 0 0
% of revenues 0 0
0 0
Gross Profit 0 0
% of revenues 0 0
0 0
Operating Costs 0 0
0 0
R&D 0 0
% of revenues 0 0
0 0
S&M 0 0
% of revenues 0 0
0 0
G&A 0 0
% of revenues 0 0
0 0
Total Operating
0 0
Costs
% of revenues 0 0
0 0
EBIT 0 0
OPERATING CASH FLOW
($)
Cash inflow 0 0
Cash outflow 0 0
Total operating cashflow 0 0
BANK BALANCE
0 0
($)
Starting bank
0 0
balance
Cash from
0 0
financing
Cash from
0 0
operations
Ending bank 0 0
balance
New Generation of Modern ERP Software for Maximum Performance and
Growth
2020 2021
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
24
Revenue

TOTAL CUSTOMERS & MRR

2018 2019 2020 2021

Customers

New customers 0 0 0 0
Lost customers 0 0 0 0
Customers end of the year 0 0 0 0

MRR

New MRR from new customers ($) 0 0 0 0

Net expansion MRR ($) 0 0 0 0
Lost MRR (churn) ($) 0 0 0 0
Net new MRR ($) 0 0 0 0
MRR end of year ($) 0 0 0 0
Net MRR churn ($) 0 0 0 0

CASH INFLOW

Cash inflow from Stream 2 - initial Organic Customers + Sales ($) 0 0 0 0

Cash inflow from Stream 1 - Paid Marketing customers ($) 0 0 0 0
Cash inflow from Customer renewals ($) 0 0 0 0
Total cash inflow 0 0 0 0

Stream 1 - CUSTOMERS & MRR – ENTERPRISE PLAN with Paid Marketing

2018 2019 2020 2021

Customers

Total new customers from Stream 1 0 0 0 0

Lost customers (churn) 0 0 0 0
Customers end of the year 0 0 0 0

MRR

New MRR from new customers ($) 0 0 0 0

Net Expansion MRR of Organic customers ($) 0 0 0 0
Lost MRR (churn) ($) 0 0 0 0
Net new MRR ($) 0 0 0 0
MRR end of year ($) 0 0 0 0

Stream 2 - CUSTOMERS & MRR – ENTERPRISE PLAN with 5,000 organic

customers in 2019 + Launch of the Sales Team in 2020

2018 2019 2020 2021

Customers

New customers from Stream 2 0 5,000 3,776 3,619

Customers up for renewal 0 0 5,000 8,526

Customers who renewed 0 0 4,750 8,098

Lost customers (churn) 0 0 250 428

Customers end of the year 0 5,001 7,746 9,584

MRR

New MRR from new customers ($) 0 0 0 0

Net Expansion MRR from renewals ($) 0 0 0 0
Lost MRR (churn) ($) 0 0 0 0
Net new MRR ($) 0 0 0 0
MRR end of year ($) 0 0 0 0

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Expenses

SALARIES
2018 2019 2020 2021
G&A

Founder & CEO 0 0 0 0

COO 0 0 0 0
Total G&A Salaries G&A 0 0 0 0
Thereof bonuses (incl. payroll taxes) 0 0 0 0
0 0 0 0
R&D 0 0 0 0
Founder & CTO 0 0 0 0
Designer 0 0 0 0
Designer 0 0 0 0
Designer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Computer Programmer 0 0 0 0
Project Manager 0 0 0 0
Project Manager 0 0 0 0
Project Manager 0 0 0 0
VP Engineering 0 0 0 0
VP Product 0 0 0 0
Total R&D Salaries R&D 0 0 0 0
Thereof bonuses (incl. payroll taxes) 0 0 0 0

Marketing 0 0 0 0
CMO 0 0 0 0
Product Marketing Manager 0 0 0 0
Content Writer 0 0 0 0
Total Marketing Salaries S&M 0 0 0 0
Thereof bonuses (incl. payroll taxes) 0 0 0 0

Sales 0 0 0 0
VP Sales 0 0 0 0
Sales Directors 0 0 0 0
Account Managers 0 0 0 0
SDR Directors 0 0 0 0
SDRs 0 0 0 0
Total Sales Salaries S&M 0 0 0 0
Thereof bonuses (incl. payroll taxes) 0 0 0 0

Customer Success 0 0 0 0
Customer Success Manager 0 0 0 0
Total Customer Success Salaries CoGS 0 0 0 0
Thereof bonuses (incl. payroll taxes) 0 0 0 0

Total Salaries 0 0 0 0
Thereof bonuses (incl. payroll taxes) 0 0 0 0

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OTHER COSTS ($) Type of Cost

2018 2019 2020 2021

Staff related

Travel
G&A staff G&A 0 0 0 0
R&D staff R&D 0 0 0 0
Marketing staff travel for tradeshows S&M 0 0 0 0
Sales staff S&M 0 0 0 0
Customer success staff CoGS 0 0 0 0
Total travel costs 0 0 0 0
0 0 0 0
Other (office supplies, subscriptions, phones,...) 0 0 0 0
G&A staff G&A 0 0 0 0
R&D staff R&D 0 0 0 0
Marketing staff S&M 0 0 0 0
Sales staff S&M 0 0 0 0
Customer success staff CoGS 0 0 0 0
Total other costs 0 0 0 0
0 0 0 0
Onboarding (computer, software, desk,...) 0 0 0 0
G&A staff G&A 0 0 0 0
R&D staff R&D 0 0 0 0
Marketing staff S&M 0 0 0 0
Sales staff S&M 0 0 0 0
Customer success staff CoGS 0 0 0 0
Total onboarding costs 0 0 0 0
0 0 0 0
Total staff related 0 0 0 0
0 0 0 0
Various 0 0 0 0
Payment charges CoGS 0 0 0 0
Server infrastructure CoGS 0 0 0 0
Marketing spend S&M 0 0 0 0
Office rent G&A 0 0 0 0
Service providers (lawyers, accountants, ...) G&A 0 0 0 0
Other costs G&A 0 0 0 0
Total various costs 0 0 0 0
0 0 0 0
Total costs 0 0 0 0

CASH OUTFLOW ($)

Salaries 0 0 0 0
Bonuses (Sales Team) 0 0 0 0
Bonuses (everybody else) 0 0 0 0
Other costs 0 0 0 0
Total cash outflow 0 0 0 0

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New Generation of Modern ERP Software for Maximum Performance and 28
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