1 of 20

Business Development

September 16, 2021

πŸ¦‰

2 of 20

Call Technicalities

  • Please stay muted unless you’re speaking.
  • We will use the +1 system to initiate speaking
  • Please stay focused on this meeting and avoid multitasking

  • This meeting is timeboxed to 1 hour
    • 30 minutes dedicated to slides
    • 30 minutes dedicated to open conversation

πŸ¦‰

3 of 20

Call Desired Outcomes and Principles

  • We strive towards shared goals: Members feel progress is being made and they are rewarded for it; Members feel there is a clear goal

  • We’re on a journey of growth & improvement: All members to feel they can add and improve

  • We foster a sense of belonging: Members feel like they are part of something they are proud/passionate about

  • We foster a sense of safety: Members feel they can communicate openly w/o judgment and/or personal remarks

  • We interact with empathy: Community members feel heard; Community members feel their concerns are taken into consideration during decision-making

If at any point, we stray from these principles, please send feedback and we will endeavour to

adjust

πŸ¦‰

4 of 20

**Important Disclaimer**

In General. This disclaimer applies to this document and the verbal or written comments of any person presenting it. This document, taken together with any such verbal or written comments, is referred to herein as this β€œPresentation.” Index Cooperative, taken together with its affiliates, is referred to herein as β€œIndexCoop,” β€œwe,” β€œus” or β€œour.” The material provided herein is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any interests in a fund or any other securities. Forward‐looking statements. The Presentation contains certain β€œforward‐looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, which reflect our current views with respect to, among other things, future events and the financial performance of IndexCoop. Readers can identify these forward‐looking statements by the use of forward‐looking words such as β€œoutlook,” β€œbelieves,” β€œexpects,” β€œpotential,” β€œcontinues,” β€œmay,” β€œwill,” β€œshould,” β€œcould,” β€œseeks,” β€œapproximately,” β€œpredicts,” β€œintends,” β€œplans,” β€œestimates,” β€œassumed,” β€œanticipates,” β€œpositioned,” β€œtargets” or the negative version of those words or other comparable words. Any forward‐looking statements contained in this Presentation are based, in part, upon the historical performance of IndexCoop and our affiliates and on our current plans, estimates and expectations. The inclusion of this forward‐looking information, should not be regarded as a representation by us or any other person that the future plans, estimates or expectations contemplated by us will be achieved. Such forward‐looking statements are subject to various risks, uncertainties and assumptions relating to our operations, financial results, financial condition, business prospects, growth strategy and liquidity. If one or more of these or other risks or uncertainties materialize, or if our underlying assumptions prove to be incorrect, our actual results may vary materially from those indicated in these statements. Accordingly, you should not place undue reliance on any forward‐looking statements. No reliance, no update and use of information. You should not rely on this Presentation as the basis upon which to make any investment decision. To the extent that you rely on this Presentation in connection with any investment decision, you do so at your own risk. This Presentation does not purport to be complete on any topic addressed. The information in this Presentation is provided to you as of the dates indicated, and IndexCoop does not intend to update the information after its distribution, even in the event that the information becomes materially inaccurate. Certain information contained in this Presentation includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results, and such differences may be material. Past performance. In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Distribution of this Presentation. This Presentation is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to local law or regulation.

πŸ¦‰

5 of 20

Introductions

Purpose: Put a face/voice to everyone’s name. Allow everyone to say something!

Quick 10-20 second introductions

1) Background

2) Your Discord Handle

3) Describe the first DApp you used?

Type +1 in the chat box your intention to introduce and we will go in that order.

πŸ¦‰

6 of 20

Weekly Recap

Mission, Strategy, Goals, KPIs

πŸ¦‰

7 of 20

Mission πŸ“œ

Strategy β™ŸοΈ

Aggressively pursue partnerships to further the reach of Index Coop products and grow AUM

Position Index Coop to become the dominant crypto asset manager in terms of AUM, users, and product reach. BD will pursue the following long-term objectives:

  1. Pursuing major DeFi integrations
  2. Recruiting and negotiating with external methodologists
  3. Growing relationships with major Index stakeholders
  4. Direct sales of Index products to DAOs and other ecosystem partners

πŸ¦‰

8 of 20

Q3 Goals ➽

πŸ¦‰

9 of 20

Housekeeping

BD Gnosis Multi-Sig:οΏ½Address: 0x30e61339dC077600131E7B2B0975B291e2042039 (mainnet)

Address: 0x4A4ed0943AaBFbA9fdFB14d7c1F6A7BCB18497c2 (polygon)οΏ½Balance: $8,324 USD

BD Community Multi-Sig:οΏ½Address: 0xB9551a729186Fb3BDCFADE6735551e1F0abC0a3B (mainnet)

Address: 0x816Ec9b6635638674718bfD0CD95703F514FaBD8 (polygon) [MIGRATING]οΏ½Controls Rari and Polygon <> Mainnet Bridge

πŸ¦‰

10 of 20

BD WG: General

Important progress πŸ’₯

Shoutout one person colleague who has helped you πŸ™Œ

  • The entire $FLI pod!
  • @verto great insight and help guiding the fee split conversations

Active engagements πŸ’£

  • Methodologist engagements for PAY & FLI
  • Sushiswap team around incentives and oSushi treasury purchase
  • NFT Index chats
  • Ramp listing

Upcoming strategic priorities

  • Building out and refining our Notion board
  • Improve our engagement tracking
  • Increase our focus on educating community members on

What does the community need to be aware of this week πŸ‘€

  • Investor calls this week
    • Defiance
    • 1kx
    • Galaxy
    • 1confirmation
    • Wintermute

πŸ¦‰

11 of 20

BD WG: Integrations

Important progress πŸ’₯

  • Compound roadmap clear
  • AAVE AMM roadmap clear

Shoutout one person colleague who has helped you πŸ™Œ

  • The entire $FLI pod!
  • @verto great insight and help guiding the fee split conversations

Active engagements πŸ’£

  • NFT personalities

Upcoming strategic priorities

  • Creating a smart Alpha Pool on Barnbridge
  • Pursuing the creation of a Yearn vault
  • Creating a DPI Vault on Vesper
  • Listing Index Coop products on Optimism
  • Re-vamping our BD internal administration and operational capabilities

What does the community need to be aware of this week πŸ‘€

  • BDWG August Update out this week
  • BD Masterclass next week check out charred calendar for details

πŸ¦‰

12 of 20

BD WG: DAO Treasury Relations

Rock the Boat - Hues Corporation

Important progress πŸ’₯

  • Filling the pipeline
  • Notion Board - Updating @jc212 - Jamsheed
  • β€œThird Party” - Org/Projects that also work with treasuries
  • Treasury Sales β€œDatabase” - Contacts, Updates To Notion
  • Active Conversations with 10+ DAOs (up 2 from last week)
  • Shoutouts! - @trotnixonline (david), @zeb (Kyber ambassador)

Shoutout one person colleague who has helped you πŸ™Œ

  • The entire $FLI pod!
  • @verto great insight and help guiding the fee split conversations

Active engagements πŸ’£

  • Big Guns Involved with FARM, KYBER, SHAPESHIFT- Matthew Graham - Ongoing
  • Bankless Partnership Call this week- BED Sales
  • Talks initiated - Juicebox, Parcel, Near, SmartDefi, ShapeShift, Bankless, Ren, Moment Ranks

Upcoming strategic priorities

  • Notion - Building library of treasury management articles, posts, votes etc for use in conversations.
  • Creating posts/collateral to quickly get attention and interest of β€œWhy Index Strategies”
  • Potential Partner Universe - How Can we support?

What does the community need to be aware of this week πŸ‘€

  • Want to get involved? Please reach out! Bax86, miza 6
  • β€œThird Party” - Org/Projects that also work with treasuries - need more!
  • Any soft intros, leads, partners very much appreciated.
    • Survey posted to BD
    • Why DPI/Index Slide Deck - Revising, will post

πŸ¦‰

13 of 20

BD WG: University Relations

Important progress πŸ’₯

  • Channel with Penn
  • Channel with Michigan
  • Channel with North Eastern

Shoutout one person colleague who has helped you πŸ™Œ

  • The entire $FLI pod!
  • @verto great insight and help guiding the fee split conversations

Active engagements πŸ’£

  • None Yet

Upcoming strategic priorities

  • Open channels will all active blockchain clubs and major governance delegates

What does the community need to be aware of this week πŸ‘€

  • If you have a contact at a University Blockchain Club or other similar big governance org, reach out.

πŸ¦‰

14 of 20

Housekeeping & Open Discussion

How can we continue to improve?

πŸ¦‰

15 of 20

Open Discussion & Group Brainstorm

πŸ¦‰

16 of 20

Out of Office

Offline

  • Mringz: 30th August - 8th September

Time-Zone Change

πŸ¦‰

17 of 20

ETHCC Takeaways / new focus points

Methodologist recruitment

  • We need to focus on bringing on top-tier methodologists
  • This goes hand-in hand with our fee split discussion
  • We need to start thinking about designing economic systems that are attractive for all stakeholders
  • Token Terminal, Galaxy Digital, Polygon all in the mix as compelling methodologists

Liquidity providers want high quality LP pairs

  • Lots of big liquidity providers are actively trying to move away from super high APY farm and dump strategies
  • Looking for long-term low volatility liquidity pairs made up of high value tokens
  • We need to highlight this (alongside our use cases as collateral)
  • Surprising little education or sophistication here by major investors

πŸ¦‰

18 of 20

Kashi @MrMadila

Does anyone have a gauge on our current relationship with Sushi <> DPI lending pool rewards?οΏ½οΏ½Would such an initiative help, hinder or cannibalise the current Rari initiative.

πŸ¦‰

19 of 20

Multi-DAO DPI Swap

Owner: mel.eth

Exploratory effort: Facilitate a multi-DAO swap of treasury assets into DPI

Discussion points:

  • Problem it solves
  • Estimated TAM (~$100MM; @helmass)
  • Level of interest by DAO <> Coordination with Ambassadors
  • Technical blockers and Engineering Cost ($ & resources)
  • What would success look like?
    • Increased awareness
    • Increased AUM (25-75%?)
    • Increased streaming fees (1-year: $250k-1MM?)
  • What does failure look like?
    • Wasted resources

πŸ¦‰

20 of 20

Business DevelopmentοΏ½Owner: @Mringz

Description

Aggressively pursue exchange listings, partnerships, and investor relations to further the reach of Index Coop and grow AUM

Open Questions:

  • Update on the BDWG funding request

New Initiatives:

  • Planning to launch a DAO treasury relations vertical
  • IB looking at targeting IRA partners
  • Proposal to support market makers to arb DPI CEX

Community Actions:

  • Reach out to BigSky on discord to get involved in DAO treasury relations

Notes on the call:

οΏ½οΏ½

πŸ¦‰