1 of 13

1

Venture Autopilot

Unlocking value through automated reporting

2025 The Creighton Group, Inc. - Confidential & Proprietary

2 of 13

Build time-consuming, siloed, incomplete reports that lack strategic insight.

Receive incomplete, inaccurate, late reports that lack strategic insight.

Portfolio Company Executives

The Problem: Manual Reporting Processes

2

Private Company Investors

2025 The Creighton Group, Inc. - Confidential & Proprietary

3 of 13

The Solution: The Venture Autopilot Tool

  • Auto-extract and organize cleaned, cross-functional data monthly
  • Save reports in cloud storage service for operators & investors
  • Create AI-powered analysis and materials based on metrics
  • Employ AI bot for notes and analysis during meetings

3

2025 The Creighton Group, Inc. - Confidential & Proprietary

4 of 13

SAM*: $440 million

Includes VC, PEs, and family offices in the U.S.

TAM*: $830 million

Includes VC, PEs, and family offices globally

Market Opportunity

* TAM: Total Addressable Market. SAM: Serviceable Addressable Market. SOM: Serviceable Obtainable Market.

4

2025 The Creighton Group, Inc. - Confidential & Proprietary

SOM*: $9 million

Estimates as 2% of SAM

5 of 13

Go-to-Market Strategy

Name

Value

Target Customers

Angel Syndicates, VCs, PEs, Holding Companies, Portfolio Companies

How We Will Reach

Direct + Introductions + Content + Partnerships

Why We Will Win

Our Team + Solve Pain Points + Economies of Scale

How We Will Scale

Leverage Investors to Reach Operators

5

2025 The Creighton Group, Inc. - Confidential & Proprietary

# of Customers

Year 1

Year 2

Year 3

VCs & Angel Syndicates

5

15

45

PEs & Holding Companies

3

10

35

6 of 13

  1. Subscription for Automated Reporting & Analysis:
    • Basic: $99 per user per company per month
    • Enterprise: $299 per user per company per month
  2. Meeting Bot Hours: $15 an hour

Business Model

Potential product upsells after year 1:

  • AI agent accounting and strategy workers
  • AI agent marketplace charging developers
  • Funding marketplace changing investors and businesses

6

2025 The Creighton Group, Inc. - Confidential & Proprietary

7 of 13

Standard Metrics

Competitive Analysis

Cross-Functional Data Reports

Auto AI-Written Reports (e.g., 10-Q)

Proactive Strategic Recommendations

Meeting Participation & Contribution

Venture

Autopilot

Portfolio & Platform Management

Visible.vc

Fireflies.ai

Equals

Price Point

$$

Partial

Partial

Partial

$$

$$

$

$$

$$$$$

McKinsey/Bain/BCG

Partial

Board Package Generation

7

2025 The Creighton Group, Inc. - Confidential & Proprietary

8 of 13

Traction & Key Milestones

Jan - Present

Completed Investor Customer Discovery

Completed 30+ interviews with private investment firms.

Nov 2024

Secured Our First Paying Customer

Subscribed at $39 a month

Sep - Nov 2024

Built and Rolled Out MVP

Designed and built initial web-based product.

Jun - Oct 2024

Completed Portfolio Company Customer Discovery

Completed 25+ validating interviews

2025 The Creighton Group, Inc. - Confidential & Proprietary

8

9 of 13

Team: Meet Our Co-Founders

  • 15+ years entrepreneurial, finance, and product management experience
  • Self-taught software developer; built app that generated $200K+ revenue
  • Led product management at $2MM Techstars company
  • Part-time faculty at UC Irvine and Cal State LA on Strategy & Finance
  • Harvard Business School graduate and CFA charterholder

Creighton Taylor - Co-Founder & CEO

  • 10+ years building full-stack, cloud, mobile, and AI-driven systems.
  • Founder of PD4 Solutions, delivering custom software for enterprises & startups.
  • Deep expertise in cloud, CI/CD, real-time data, and AI integration.
  • Led projects for CDC, Microsoft, WarnerMedia, and major healthcare orgs.
  • MIT Mechanical Engineering graduate

Paul Dawson - Co-Founder & CTO

9

2025 The Creighton Group, Inc. - Confidential & Proprietary

10 of 13

Financial Projections

2025 The Creighton Group, Inc. - Confidential & Proprietary

10

​

Year 1

Year 2

Year 3

Revenue *

$38,088

$553,860

$2,954,640

Gross Profit

$30,470

$443,088

$2,363,712

​

General & Administrative

($251,250)

($302,500)

($655,000)

​

Product Development (R&D)

($142,000)

($228,000)

($535,000)

​

Sales & Marketing

($151,524)

($325,154)

($1,014,114)

​

Legal Expenses

($40,000)

($5,500)

($9,000)

​

Rent & Utilities

($0)

($0)

($42,000)

​

Other Expenses

($600)

($1,500)

($11,000)

EBITDA

($554,903)

($419,566)

$97,598

* Revenue streams are broken down in Appendix A

11 of 13

Thank You For Your Time.

Have a nice day ☺

Creighton Taylor, CEO

Venture Autopilot

creighton@ventureautopilot.com

https://ventureautopilot.com

11

2025 The Creighton Group, Inc. - Confidential & Proprietary

12 of 13

Appendix A: Revenue Stream Breakdown

2025 The Creighton Group, Inc. - Confidential & Proprietary

12

​

Year 1

Year 2

Year 3

Total Revenue from Venture Capital Firms & Angel Syndicates

$23,760

$267,300

$1,283,040

​

# of VCs & Angel Syndicates

5

15

45

​

Portfolio Companies per VC

4

10

12

​

VC Users Per Company

1.0

1.5

2.0

​

Pricing Per User Per VC Portco

$1,188

$1,188

$1,188

Total Revenue from Private Equity Firms & Holding Companies

$42,984

$286,560

$1,253,700

​

# of PEs & Holding Companies

3

10

35

​

Portfolio Companies per PE

2

6

8

​

PE Users Per Company

1.0

2.0

2.5

​

Pricing Per User Per PE Portco

$14,328

$286,560

$1,671,600

Total Revenue

$38,088

$553,860

$2,954,640

13 of 13

Appendix B

2025 The Creighton Group, Inc. - Confidential & Proprietary

13

Background information, detail, and source:

https://docs.google.com/document/d/18urIHzkqaFjffWMO32TkrhvLc28N0aTUB2qu52kiah8/edit?usp=sharing