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Current CapTable Investor targets
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Investor
Fund (If any)
Email
Phone Number
Round
Willing to Invest?
Projected Investment amount
Prioity
Notes:
Last spoken to?
Azul
Open
5/15/2023
James Kahrs
(706) 461-0373
Open
5/30/2023
Timothy Wolf
Open
5/31/2023
Ben Baldanza
‭(954) 494-2816‬
$15,000.00
Open
6/1/2023
Ian Dailey
(214) 412-0929
Open
6/2/2023
Kyle Mounts
$1-2M
Open
6/7/2023
Alex Manick
$1,000,000.00
Open
6/21/2023
KEVIN HIGGINS
Open
6/21/2023
Titash R
Open
9/18/2023
Gerald Goss
‭(716) 510-1928‬
Open
Ravi Armilli
‭(512) 659-6711‬
$100,000.00
Open
John Pigott
‭(404) 931-8780‬
$100,000.00
Open
Louis Beryl
Open
Joe Paull
(703) 389-3947
$100,000.00
Open
Cam Murphy
‭(786) 473-4218‬
Open
Jim Phaserfelt
Open
David Rutter (Rutter Capital)
Open
Wayne sobal
Open
Mark Powell
$500,000.00
Open
Charles Hudson
Open
Alex Moore
Open
Kyle Mounts
Open
Paige Doherty
Open
Jacob Avery
1.346.242.0408
Open
Alex Dumas
Open
Alex Creasey
Open
Enpo Tu
Open
Nate
Open
David
Open
Ben Lambert
Open
Maureen
Open
Open
Open
Open
Kevin
Open
Russell
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Open
Wolff
Pride Fund
$50,000.00
Open
Devon Blake
$5,000.00
Open
Jim Stirgus
$10,000.00
Open
Open
Cam Murphy
$10,000.00
Open
Amol
$5,000.00
Open
Credit
$48,000.00
Open
USAF
Open
Clark Davis
$20,000.00
Open
Emily McMahan
AIN Ventures
Open
Daniel Apo
Open
Open
There are no rows in this table

Tracking Warm investors
Firm/Company
Contact First name
Contact Last name
Title
Check Size
Round
Email:
Standard Industries
Round
Insight Partners
Saamia
Principal
Round
There are no rows in this table

Schooler Capital Call:

Product / Value proposition: Commercial Aviation

Reduction in Human error, human risk
time savings
Ability for customers to stay current on the airframe throughout the aircrafts lifecycle
Historical model referencing


Sales process - Commercial Aviation

Champion will be Head of Maintenance:
Need to tell COO that they’ve seen the tech work, they’ve seen results, and give need to the COO.
Airlines are being force to pay pilots much more, So the only way to offset the pilot costs, is finding ways to save money in the non-pilot world.
Ultra does save.

Prospecting: Identify potential customers (airline operators, aircraft service providers, MROs) who could benefit from UltraView’s inspection technologies. Utilize various methods such as market research, online networking platforms, industry events, and referrals.
Initial Contact: Reach out to the prospective clients identified. This could be through emails, phone call, referrals, and confrences such as MRO Americas, Paris Airshow, and ISTAT. Provide a brief introduction about Ultraview and its offerings and seek to understand their needs and challenges.
Qualification: Determine if the prospect is a suitable fit for UltraView’s solutions. Key considerations include their needs, budget, decision-making process, and timeframe. An acronym often used here is BANT (Budget, Authority, Need, Timeline).
Presentation/Demonstration: Tailor a presentation or demonstration of UltraView’s inspection technologies to show how it can address the prospect's needs and challenges. Highlight the unique value proposition and competitive advantages of UltraView’s solutions.
Objection Handling: Address any questions, concerns, or objections raised by the prospect. Provide reassurances, additional information, or even customer testimonials where necessary.
Closing: Once the prospect is satisfied and ready to proceed, finalize the sale. Discuss pricing, contract terms, delivery, and any other necessary details. Always try to get a verbal agreement or even better, a signed contract.
Follow-up and Customer Retention: After the sale, maintain a relationship with the customer. Regularly check in to ensure they are satisfied with the product and offer support where necessary. Look for opportunities for upselling or referrals.

Product / Value proposition: Defense Aviation


Sales process - Defense Aviation

Looking into federal Markets
Looking at agency’s that we could be servicing (intel, otherwise)
Vertical analysis:
NAISC - North American Information Classification system
Determine which codes are going to fall into
Look at top 20 agency’s/entities that are responsible for our NAICS code:
Understand spending and NAISC codes ( to understand if its worth our time, effort, and energy to pursue)
There are seasons that DoD does not market (Calendar quarter 2/4 are frozen for funds)
Break down large and small business vendors to understand competition.
Can also partner with these competitors as a sub.
Look at Forecasting spending for 2024
Hire someone that does this for a living
Understand concentration of efforts
NASA SEWP 6- contracting vehicle
200k individual task order, totalling 50B in contract obligations
Fastest vehicle, and no sign of slowing down
Looking at anticipated procurement pipeline
GWACS - Government wide acquisition system
market vertical overview needs to happen
Total value awarded by the fed was $53B, 12% increase from last year.

Need to generste enduser demand signal, but it is already obvious.

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