Co l l aborat i on i s the pu l se o f organ i zat i ons . TAKTYS measures i t and improves organ i zat i ona l hea l th . D R . E R W I N H E R R E N e r w i n . h e r r e n @ t a k t y s . c o m + 4 1 7 9 3 5 2 0 0 1 4 w w w . t a k t y s . c o m T A K T Y S L T D U K R e g . N r : 1 4 5 7 5 5 1 9 F a i r f i e l d s , C a r l t o n R o a d , S o u t h G o d s t o n e , G o d s t o n e , R H 9 8 L G , U N I T E D K I N G D O M
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CONTENT EX E C U T I V E SU M M A R Y 4 BU S I N E S S OP P O R T U N I T Y 5 VA L U E PR O P O S I T I O N 6 SO L U T I O N 7 BU S I N E S S MO D E L 11 MA R K E T A N D CO M P E T I T I O N 12 GO TO MA R K E T 13 TE A M 14 AC H I E V E M E N T S A N D PL A N N I N G 15 FI N A N C I A L PR O J E C T I O N S 16 I N V E S T M E N T PR O P O S A L 17 CO N T A C T 18
TAKTYS is an AI-enabled collaboration intelligence platform that empowers organizations to optimize interaction flows and unlock the full potential of their network E X E C U T I V E S U M M A R Y 4 TE A M VA L U E PR O P O S I T I O N TI M E L I N E BU S I N E S S OP P O R T U N I T Y • Led by Swiss-based CEO, senior manager in sales and consulting in top 5 in IT service company • Six core members of the team identified (CTO, software development, business consulting, data science) with average 20 years of experience, in Switzerland, France and India • Two partners already identifed with CloudCrane and XCG-Consulting • Professor at Karslruhe Institute of Technology as advisor I N V E S T M E N T • Taktys helps organization to improve organizational efficiency by removing collaboration overload and dysfunctions • Taktys helps organizations to optimize sales and business development by uncovering business relationships, organization network dynamics and sentiments • AI/analytics software as a service, hosted in cloud, sold as subscription • Connect seamlessly to Microsoft Office 365, Google Workspace, SalesForce, etc. • No input fromusers required to provide personalized insights • 2008 – 2012: Ph.D. at KIT as foundation for Taktys • 2021 – 2023: Develops first prototype, create data analytics models, completed two pilots, setup company • 2023: Start sales, acquire four clients and two partners • 2024: Implement business model, acquire 16 new clients • 2025-2026: scale business model, acquire 87 new clients • Companies strive to optimize collaboration to improve business performance, sales, and productivity. • They want to reduce collaboration overload and dysfunctions, understand the ROI of collaboration, and aim to leverage full potential of their network • Taktys 6-Year Financial Projection: • Similar companies such as Affinity raised $120M in 6 years • We propose 15% of shares for $1.2M, resulting in post money equity value equal to $8M • Early monetization favoured as long as return on target is met • Third investment round after 2 years • Funding 2021-2023: $650K (93K in cash, 556K in effort) NPV $ 5.7M IRR 79.8% Revenues $ 26.3M
Effective collaboration is essential for success in today’s economy and most companies strive to optimize it to increase business performance, sales, and productivity. B U S I N E S S O P P O R T U N I T Y Companies suffer from collaboration overload and collaboration dysfunctions • “Employees canreclaim 18 to 24% of their timeby reducing collaboration overload, about one full day per week” • “the time spent by managers and employees in collaborative activities has ballooned by 50% or more (..) but up to a third of value-added collaborations come from only 3% to 5%of employees” 1 1. Harvard Business Review, Collaborative Overload, link 2. Beyond Collaboration Overload, Rob Cross, Harvard Business Publishing, link 3. What is collaboration analytics?, UCToday 2023, link Companies are blind to the ROI and business impact of collaboration • “Companies consume 85% or more of their employees’ time in collaborative activities and have no idea what impact this time has on corporate performance, or individual productivity” 2 • “While 75% of modern employees say collaboration is essential to success, 39% believe there is room for improvement in their collaborative methods” 3 Companies fail to leverage their organizational network and miss sales opportunities • Organizations lack insights in their employees’s business relationships. As a result, they miss opportunities and waste time to close deal • Companies lack means to evaluate the ROI of customer interactions and thus to effectively prioritize them 5
TAKTYS provides unique insights in all contexts where collaboration and relationships are essential for success I M P R O V E O R G A N I Z A T I O N A L E F F E C T I V E N E S S A N D E F F I C I E N C Y • Detect collaboration overload, dysfunctions, and unexpected changes • Prepare and monitor organizational changes • Improve own way of working S T E E R M E R G E R S A N D A C Q U I S I T I O N S • Prepare and monitor reorganization • Detect deviation in organizational structures • Facilitates joint account planning V A L U E P R O P O S I T I O N Find out how TAKTYS improves organizational efficiency and effectiveness in our whitepaper (link) O P T I M I Z E S A L E S & B U S I N E S S D E V E L O P M E N T • Manage client accounts and business relationships effectively • Identify more leads and close them faster • Optimize sales force allocation and customer engagement • Improve CRM data accuracy 6
TAKTYS develops AI models to discover insights about companies' most valuable intangible assets in real time with no extra data input required B U S I N E S S R E L A T I O N S H I P S O R G A N I Z A T I O N N E T W O R K D Y N A M I C S S E N T I M E N T S I N T A N G I B L E A S S E T S U N C O V E R E D B Y T A K T Y S T A K T Y S S O L U T I O N TAKTYS evaluates internal and external (clients, partners) business relationships formed by employees and models their evolution over time TAKTYS models the organization network topology and dynamicsin real time and analyzes it using advanced patterns for organization efficiency, innovation and collaboration overload TAKTYS uses AI models to evaluatesentimentswithin the network with clients and partners (positive, negative, neutral) and anticipate problematic or heated situations TAKTYS conceptual model is based on the Ph.D. researchfrom its CEO at the Karlsruhe Institute of Technology in Germany E X P L I C I T I N F O R M A T I O N • list of clients • list of sales opportunities • project documentation 7
TAKTYS helps you understand the organizational network dynamics both internally and with clients and enables the discovery of hidden collaboration patterns T A K T Y S S O L U T I O N Internal Network Taktys representation of the anonymized network of an organization (orange + dark green) with its clients • Show evolution over time and analyze organizational changes • Detect collaboration good practices and dysfunctions • Identify employees at risk of collaboration overload 8
T A K T Y S S O L U T I O N 1 . M e a s u r e c o l l a b o r a t i o n l o a d a n d i t s e f f e c t o n r e l a t i o n s h i p s 2 . S h o w s o c i a l n e t w o r k a n d t o p c o n t a c t s 3 . U s e g r o u p f e a t u r e t o v i e w a n d f i l t e r n e t w o r k ( b y o r g a n i z a t i o n , t e a m , r o l e , l o c a t i o n , e t c . ) 5 . F i l t e r f o r a s p e c i f i c t i m e p e r i o d o r c o l l a b o r a t i o n c h a n n e l 4 . M o d e l n e t w o r k b e t w e e n e n t i t i e s ( c o m p a n i e s , t e a m s , l o c a t i o n , e t c . ) 6 . A n a l y z e r e l a t i o n s h i p w i t h a c o n t a c t o r a n o r g a n i z a t i o n a n d m a n y o t h e r f e a t u r e s ( s e n t i m e n t a n a l y s i s , n e t w o r k e v o l u t i o n d i a g r a m , c o r r e l a t i o n w i t h b u s i n e s s m e t r i c s, e t c . ) TAKTYS provides employees, managers and sellers with solid features to better manage relationships and improve the way they collaborate 9 Watch a short video about Taktys here
T A K T Y S S O L U T I O N Data Integration T o d a y a n d m a n y o t h e r s D e v e l o p e d S o o n Data privacy and GDPR Compliance TAKTYS clients specify upfront organizations for which TAKTYS will be used. All collaboration data from other organizations is ignored (e.g. clientA.com but not gmail.com) TAKYS users can select a private folder in their mailbox. Any email in this mailbox is ignored by Taktys TAKTYS clients can choose to disable “view individuals” feature and provide organization network analysis at group level only GDPR Compliance: Employers are allowed to access professional collaboration data of their employees. Employees must be informed of the use of TAKTYS. Data is processed for the sole purpose of improving the organization and developing its business TAKTYS integrates collaboration data such as emails, calendar entries and chats from various sources while strictly respecting data privacy and enforcing GDPR compliance 10
TAKTYS will be delivered as a software as a service using a subscription model supported by consulting. We accelerate sales with a partner-based approach B U S I N E S S M O D E L 1. Consulting ensures value for clients. Progressively transferred to consulting partners to allow us to scale fast. First partners already identified 2. Detailed revenue assumptions and projections are available upon request. 3. OEE= Organizational Effectiveness and Efficiency, SBD = Sales and Business Development, M&A = Mergers and Acquisitions 4. Partners get commission fee for each subscription. We expect that merger and acquisition use-case is sold through partners only Proposed Pricing Model2 Monthly Subscription Consulting Services Standard Employee Manager Seller Network size Person.day 1. TAKTYS: OEE Module3 $5 $25 - $0.25 per contact $1200 2. TAKTYS: OEE + SBD modules3 $5 $35 30$ $0.25 per contact $1200 3. TAKTYS: Partner led (OEE, SBD, M&A)4 $5 $35 30$ $0.25 per contact Partner led NPV IRR Revenue $ 5.7M 79.8% $26.3M 6 YEAR PROJECTION2 11 EMPLOYEE SELLER MANAGER Persona-based Subscriptions Network Size Subscriptions Consulting Services
Market Indicators 1. Customer Journey Analytics Market - Global Forecast to 2026, Market and Markets, 2021 (link) 2. ComputerWorld 2021, citing Gartner, link 3. Companies websites and Crunchbase M A R K E T A N D C O M P E T I T I O N TAKTYS potential is very high as it belongs to high volume/high growth collaboration analytics and customer engagement analytics markets with unique differentiators Similar Companies3 Company Creation Date and Place Total Funding Amount Last Funding Last Funding Date Quote Affinity.co 2015, USA $120M Series C Sept 2021 Affinityis the relationship intelligence platform for dealmakers. Over 3,000 organizations close deals with Affinity Retina 2017, USA $10.5M $8M June 2021 Retinais the customer intelligence solution that provides accurate customer lifetime value metrics early in the customer journey. Vian.ai 2019, USA $190M $140M June 2021 Vianai revolutionizes how enterprises maximize their relationships and results with their customers. TrustSphere 2011, Singapore Not available - - TrustSphereunlocks the power of a company’s collective network to enable more effective social selling Microsoft Viva 2022 - - - Microsoft Viva Insights provides personalized recommendations to help you do your best work. Microsoft Viva Sales is designed to help sellers work the way they want to without unnecessary context switching and manual data entry Customer Journey Analytics Market1 The customer journey analytics market is projected to grow from USD 8,2 billion in 2020 to USD 25,1 billion by 2026, at a CAGR of 20.3% during the forecast period.2 Collaboration Platform Market2 Consolidation of collaboration platformmarket (18.2% growth in 2020) on Microsoft Office (89% of collaboration market, 350M users) and Google Workspace (10% of collaboration market) creates very large prospect base. 12 Proof of market Similar companies such as Affinity.co (relationship intelligence platform) raised $120M in 6 years.
We aim to acquire 257 customers within 6 years. We develop business with B2B midsized companies and expand to major groups using three routes to market 4 16 32 55 81 89 20 52 107 184 257 2023 2024 2025 2026 2027 2028 6-Year Projection for New and Active Clients1 Grand Total New Clients Grand Total Active Clients G O T O M A R K E T 1. Detailed revenue assumptions and projections are available upon request. 13 •Leverage personal network to start with mid-sized European companies in IT and pharma industries •Hire sales force in Europe, US, Middle East, and Asia •Promote Taktys in focus groups such as I4CP and ANDRH •Partner with consulting firms •First partner XCG-Consulting already identified •Candidate partner for merger and acquisition under discussion •Publish Taktys as outlook plugin on Microsoft AppSource •Publish Taktys as plug-in on SalesForce App Exchange DIRECT SALES PARTNER SALES B2B APP STORES
COR E T E AM undisclosed CEO Dr. Erwin Herren Sales and Consulting Christophe de Vienne Chief Architect Luc Boléat Data Scientist Mayank Singh Lead Developer undisclosed Team Leader India • Swiss-based senior manager, sales and consulting in top 5 IT service provider • Over 20 years of experience in IT industry • MScs in IT and Business in France, Ph.D. in economics from KIT • Former CEO of Montena and EPCOS Division • Led complex business transformation (M&A, IPO) as interim CEO and COO • Ph.D. in Mechanics from ETH Zürich, Switzerland • CTO of CloudCrane (TAKTYS technology partner) • 20 years of experience in software engineering • M.Sc in Computer Science. • Senior data scientist, • Former EMEA data science lead at IBM • Strong expertise in software architecture, consulting and project management • MSc in computer science Alexandre Allouche CEO CloudCrane Florent Aide CEO XCG Consulting • Senior developer of mobile and web application • Former developer at Accenture • B.Tech in Computer Science and Engineering • Senior Architect and Team Leader for IT department of a large bank • B.Tech in Electronics and Communication Engineering P AR T NE R S T E A M TAKTYS team consists of experts with average 20 years of experience and solid partners 14 • CloudCrane is a French boutique IT company providing solid expertise in cloud-based services • XCG-Consulting is a consulting firm focused on ERP integration and deployment created in 2008 in Paris Prof. Dr. G. Satzger • Professor at the Karlsruhe Institute of Technology • Founder and former Director of the Karlsruhe Service Research Institute at KIT • Former CFO of IBM Global Technology Services in Germany ADV I S OR
FOCUS DESCRIPTION CUSTOMER BASE PHASE 1 2008-2012 Research • Ph.D. at Karlsruhe Institute of Technology • Developed TAKTYS conceptual model: infer relationship levels from collaboration data and assess ROI of collaboration PHASE 2 2021-2023 Prototypes and Pilots • Developed first prototype • Performed two pilots with IT company and industrial group • Developed second prototype with important performance improvement on speed and scalability and new features (group analysis, sentiment analysis, etc.) • Started second phase of pilot 2 Pilots PHASE 3 2023 Start Sales • Acquire four clients, formalize two partnerships • Perform consulting engagements • Obtain one client reference • Prioritize development based of clients’ feedback 4 Customers PHASE 4 2024 Implement business model • Acquire 16 new clients, establish two new partnerships • Launch marketing campaign • Further develop OEE, SBD and M&A use-cases1 • Integrate new data sources (slack, salesforce, etc.) 20 Customers PHASE 5 2025-2026 Scale business model • Acquire 87 new clients, setup five more partnerships incl. large consulting firms • Publish on Microsoft AppSource and Salesforce AppExchange • Expand to America and Asia markets 107 customers A C H I E V E M E N T S A N D P L A N N I N G TAKTYS has solid foundation grounded in academic research. After two additional years of development, we are prepared to start commercialization 15 1. OEE= Organizational Effectiveness and Efficiency; SBD = Sales and Business Development, M&A = Mergers and Acquisitions
F I N A N C I A L P R O J E C T I O N S 15-Year Financial Projection NPV1 $50,1M IRR 101.1% Total Revenues $264M Total costs 65.9M Maximum Cash Exposure $1.2M 1. Assuming discount rate = 10% 2. Source: affinity.co website 6-Year Financial Projection NPV1 $5.7M IRR 79.8% Total Revenues $26.3M Total costs $12.0M Maximum Cash Exposure $1.2M 0 2'000 4'000 6'000 8'000 10'000 12'000 14'000 2023 2024 2025 2026 2027 2028 Revenues vs Costs Revenues Costs 0 500 1'000 1'500 2'000 2'500 3'000 3'500 4'000 2023 2024 2025 2026 2027 2028 Revenues by Category User Subscription Revenue Manager Subscription Revenue Se ller Subscription Revenue Contacts Revenue ConsultingRevenue Set-up Revenue ,0 ,500 1,000 1,500 2,000 2,500 3,000 2023 2024 2025 2026 2027 2028 Costs By Category Staff Host ing Total IT Costs Other Costs We expect TAKTYS to reach break-even in year 3, NPV of $5.7M in year 6 and of $50.1M in year 15. We have built a conservative financial model as we target 257 customers in six years. Comparably, Affinity.co acquired 3000 customers in 7 years2, so TAKTYS growth rate could be much higher. 16
17 I N V E S T M E N T P R O P O S I T I O N We have invested $650K in cash and time in Taktys between 2021 and 2023. We propose to invest $1.2M for 15% of shares, and target 10x return within six to eight years FU N D I N G 2 0 2 3 : $ 1 . 2 M i l l i o n f o r 1 5 % o f s h a r e s Pre Money ($) Seed ($) Post Money ($) Enterprise Value 6’800'000 - Cash 1’200'000 Equity Value 8'000'000 Investor Ownership 15% FU N D I N G 2 0 2 1 - 2 0 2 3 : $ 6 5 0 K Entity Cash Contribution ($) Time Contribution ($)2 Time Contribution (person.day)2 Total Contribution ($) CEO 90’7241 224'000 224 314’724 CloudCrane 2352 32'000 32 34’352 Rest of team 301’200 474 301’200 Total 93’076 556’030 712 650’276 1. Cash invested by CEO to pay salaries, hosting, marketing, etc. 2. Unpaid time invested by Taktys team, details available upon request E X I T A N D M O N E T I Z A T I O N • Third investment round after 18 to 24 months • Sales of Taktys to consulting firm or IT software provider Mechanism • Early monetization favoured as long as return on target is met • Acquisition within 3-5 years possible, depending on market conditions Timing • Target investor 10x return within six to eight years through IPO, Trade Sales or Private Equity Acquisition Target Return
18 C O N T A C T We have the right foundations to successfully develop TAKTYS and we look forward to discussing investment opportunity with you Dr. Erwin Herren Co-Founder erwin.herren@taktys.com + 4 1 7 9 3 5 2 0 0 1 4 www.taktys.com Schedule your appointment with Erwin and Taktys CEO: • Contact us via email or phone • Book a 30min call on Visit www.taktys.com/investors to access further information: • Video of Taktys • Details on financial model • Details on use-cases
“ T a k t y s i s un i qu e i n i t s ab i l i t y t o ana l y z e and d i agn o s e an o r gan i z a t i o n : i t p r o v i d e s f a c t - ba s e d i n s i gh t s o n h ow an o r gan i z a t i o n o p e r a t e s and a l l ow t h e d i s c o v e r y o f h i dd e n c o l l ab o r a t i o n pa t t e r n s . ” A l e x a nd r e A l l o u c h e , CEO o f C l o udC r a n e
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