EARLY GAME        5

PRESENTATION EMAIL INVITE        5

BOOK A TIME #1        5

SIGN AN NDA        6

MIDDLE GAME        7

CALCULATOR QUESTIONS        7

CALCULATOR RESULTS        7

ENDGAME        8

FOLLOW UP        8

NO REPLY        8

WELCOME PACK        8

BOOK A TIME #2        9

PRESENTATION EMAIL INVITE

[Subject]

Discuss revenue stream for {XXX}

[copy]

Dear Sally,

Thanks for connecting with me.

We have some ideas about how to further monetize your firm’s e-platform using our e-invoice product and treasury.

SMEs can elect to be paid early by offering an early settlement discount on invoices. The discount is calculated dynamically by our tool, and you use our treasury to settle payments.

The discount is between 2-6%, so the revenue share can be quite profitable.

Would you be so kind as to offer us an opportunity to discuss early next week? We would like to conduct a short 30-minute presentation.

About our firm

[hidden] eases cash-flow problems faced by SMEs and MNCs by buying e-invoices before they fall due. Founded in 2012, the firm provides in excess of US$1.3 billion alternative finance to businesses located in 25 countries worldwide. Visit www.[hidden].com to find out more.

Kind regards,

{XXX}

BOOK A TIME #1

[Subject]

Let’s schedule a call together

[copy]

Dear Sally,

I’d like to give you a quick overview of Invoice Advance and our wholesale capital, so you can assess its merits. During our GoToMeeting, you can also present your firm’s credentials and the direction you are taking.

Would you mind having a 30-minute call this week (XX time) at either:

. {XXX} or

. {XXX}

I reside in {XXX}. Look forward to talking to you.

Kind regards,

{XXX}

SIGN AN NDA

[Subject]

Sign an NDA together

[copy]

Dear Sally,

Just so you feel comfy sharing with us sharing your experiences at our upcoming meeting, please sign our mutual Non-disclosure Agreement.

Signing this document will make our upcoming meeting more productive. Signing this document by no means obligates you to work with us.

Many thanks,

{XXX}

CALCULATOR QUESTIONS

[Subject]

Indicative revenue

[copy]

Dear Sally,

I would like to run some numbers for you to prove there is a case for implementing Invoice Advance and our wholesale capital. Please provide me with monthly figures (and currency) and I will run a computation.

1. Total # of invoices

2. Total $ value of invoices

Alternatively, if you don’t want to supply exact figures, give us a range, and I will run two scenarios. I want to make sure you are going to make significant revenue, otherwise, I will advise you not to take up the offer.

Kind regards,

{XXX}

CALCULATOR RESULTS

[Subject]

Indicative revenue

[copy]

Dear Sally,

Please examine the results of the calculation. Apart from the benefits to the suppliers, the revenue looks attractive enough to warrant a pilot programme.

View your unlisted youtube video {XXX}

Review our presentation. See presentation decks attached.

Next steps

• Please share any presentation decks with us to give us an overview of your firm.
• Agree you would like to proceed and plan a pilot programme.

Kind regards,

{XXX}

FOLLOW UP

[Subject]

Moving forward

[copy]

Dear Sally,

Would you like to schedule a call together so you can find out more about how we can create a revenue stream for {XXX}? Otherwise, I can come and present in person at your offices.

If not a quick yes or no reply, and I will not bother you on this subject again.

Kind regards,

{XXX}.

NO REPLY

[subject]

Talk in 6 months

[copy]

Dear Sally,

We have had no reply from you. I imagine you are busy so I'll leave this in your hands. If you wish to pick up the conversation next year, please write to me at inquiry@[hidden].com.

Kind regards,

{XXX}.

WELCOME PACK

[Subject]

Let’s get started

[copy]

Dear Sally,

Thank you for being patient. We are pleased to inform you we are ready to commence. Attached are the following documents:

• Platform fact sheet
• Landmark deals
• Updated credentials

Please review the documents. Highlighted in the fact sheet are questions we need answers to. These questions are spelled out below.

Data points

Confirm your platform can provide via API these data points to us

• Approved invoices and payables
• Purchase orders
• Delivery orders and receipt notes
• Company details
• Bank account details

Platform specifications

Please provide answers or documents for the following:

• The nature of the Programme and what is required
• Technical documents describing the language(s) in which the Platform was written
• API technical specifications and user agreement
• A description of how invoice data will be passed to [hidden] (csv, xml, FTP transfer)
• Details of the person who will be the main point of contact throughout the Programme

Key considerations

A key consideration is whether you require:

• only our treasury in your platform (your customer does not come to our website), or
• our treasury and Invoice Advance technology (bring your customers from your platform to ours).

I’ll write to you shortly to organize a GoToMeeting call next week.

Kind regards,

{XXX}

BOOK A TIME #2

[Subject]

Documents we require

[copy]

Dear Sally,

Please prepare and share with us the following documents over the coming week.

• The nature of the Programme and what is required;
• Technical documents explaining language(s) the Platform was written;
• Describe how invoice data will be passed to [hidden] (csv, xml, FTP transfer)
• Person to be the main point of contact throughout the Programme;

I’d like to answer questions and agree on a Programme. Please put these documents together so my people can review and I will organize a GoToMeeting.

Look forward to talking to you.

Kind regards,

{XXX}

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