Capstone – Project Charter

Fundraising Pitch and Business plan

A Collaboration Between

Engagement Synopsis

Company Overview Interloop is a software and services company that gives companies a competitive advantage by rapidly connecting the data locked in existing business systems – providing the actionable insights for making better decisions, faster. Founded in 2017, Interloop has created a unique technology platform and expert services that help companies become Insight Driven Organizations (IDOs).  According to Forrester's research,  IDOs on average grow at more than 30% year over year.  That's 7 to 10 times faster than the global economy! Forbes has also noted that 90% of the world's data was created in the past year but only 1% of that data is used effectively.  Interloop democratizes a company's data enabling business users to rapidly connect and unify data sources, gain needed insights and most importantly take action based on those insights. Our goal at Interloop is to address this data insights challenge head on and to become the leader in this space.  We have profitably bootstrapped the company to date, but now that we have achieved early traction, we plan to begin fundraising in Q4 of 2019 and we need your help! The Interloop team needs help creating a fundraising pitch deck (+ appendix).  This will include key elements from the company's Go-To-Market Plan (Target Market Demographics and Size + Strategy), Long-Term Business Plan, Basic Financial Projections, and other Due Diligence Documents.  This pitch deck and associated documents will be used to raise a seed round of ~ $500K+ that will accelerate our growth in 2020.

Host Venue Address:

  • Charleston, SC - 460 King St Suite 200, Charleston, SC 29403

Required Prerequisites:

  • Familiarity with SaaS technologies and business models would be helpful
  • A data driven approach to problem solving
  • Interest in early stage startups

Learning Objectives:

  • Students will experience first hand the business dynamics of an early stage startup
  • Students will learn the key concepts of insights driven decision making
  • Students will know how to prepare a fundraising pitch deck & data room
  • Students will learn key B2B SaaS metrics (LTV, CAC, ARR/MRR, etc)
  • Students will experience the reality of pitching and fundraising

Company Information

CompanyInterloop
HQSouth Carolina
RevenueUnlisted
Employees1-5
StageEstablished Startup
Hiring PotentialFollow-on Projects, Formal Internship, Entry Level Full-Time, Upper Level Full-Time
Websitehttp://interloop.ai

Company Overview

Interloop is a software and services company that has developed an innovative analytics and integration platform that gives companies a competitive advantage by rapidly connecting the data locked in existing business systems – providing the actionable insights for making better decisions, faster.

Company Supervising Team

CEO & Founder

Tony

[email protected]

Course Info & Engagement Details

SchoolUniversity of Notre Dame Mendoza College of Business
Engagement FormatCapstone - Small Team Consulting Project - Students work in small groups of 2-6 directly with faculty and host company project champions on developing real solutions to real-world challenges.
ProgramCollege of Business
Course2019 FALL – MBA Interterm (APPLY)
Level
Students Enrolled120 Enrolled, 4-5 per group per project
Meeting Day & Time10/14 - 10/17/2019 on-site at host company
Student Time Commitment1-3 Hours Per Week
Company Time Commitment3-5 Hours
Duration4 days (10/15/2019 - 10/17/2019)
Departments InvolvedMarketing
Reporting, Financial Planning & Analysis
File Attachments

School Supervisors

Instructor

Alice

[email protected]

Students

There are currently no students assigned.

Collaboration Timeline

  • August 29, 2019

    Finalize Project Details and Legal Documents – We’ll help build to project and ensure it’s appropriate for a group of MBAs to complete over a one-week period.

  • September 13, 2019

    MBAs Select Projects – Students rank their top three projects and are assigned based on their backgrounds and skillsets.

  • September 30, 2019

    Students are Provided Background Information – Students begin to ramp up for the engagement

  • October 14, 2019

    STUDENTS ON-SITE: KICKOFF MEETING – Students begin to work on the project. Company introduces key personnel and answers questions about the business model and project.

  • October 16, 2019

    STUDENTS ON-SITE: WORKING WITH DAILY CHECK-IN

  • October 16, 2019

    STUDENTS ON-SITE: WORKING WITH DAILY CHECK-IN

  • October 17, 2019

    STUDENTS ON-SITE: FINAL PRESENTATION

Key Milestones & Project Process

  • October 14, 2019 - Interloop & the IDO market opportunity

    • What is an Insights Driven Organization (IDO)
    • How does Interloop help organizations become an IDO
    • What it is the target market
    • How is Interloop sold
    • Who are the competitors
    • Review Customer Case Studies

    Suggested Deliverable:

    A lean canvas on Interloop and the market opportunity  

  • October 15, 2019 - Pitch Deck Session 1

    • Fishbone &  Story Arc
    • Problem Definition & Interest Generating Hook
    • Interloop’s  Unique Value Proposition
    • Solution Overview

    Suggested Deliverable:

    Fishbone & Ghost Slides 

  • October 16, 2019 - Pitch Deck Session 2

    • Business Model
    • Market Opportunity
    • Traction and Growth
    • Growth Strategy
    • Team

    Suggested Deliverable:

    • Draft Pitch Deck 
  • October 17, 2019 - Finalize Pitch Deck

    • Presentation Practice
    • Pitch Deck Refinement
    • Mock Pitch Event

     


    Suggested Deliverable:

    Pitch Deck (High Fidelity)