HOW TO USE THIS TEMPLATE Beginning on Page 4, we have created a sample deck that can form - PowerPoint Presentation

HOW TO USE THIS TEMPLATE Beginning on Page 4, we have created a sample deck that can form the foundation of a community investment prospectusThe template is designed for a county-level prospectus, but can be easily adapted to represent a city, town, region or communityThe yellow stickies in the top right corner provide instructions from each page – remove these from the final versionWhile many of the pages are primarily data presentations, it is important to think strategically about how you want to portray your community and what type of story will attract the most beneficial types of investment [COMMUNITY] Prospectus 0 DELETE FROM FINAL VERSION

THE COMMUNITY INVESTMENT PROSPECTUS: PURPOSE [COMMUNITY] Prospectus1Help a county market its Opportunity Zones to local, regional and national investors 1 2 3 Help a county organize its assets to have maximum economic and social impact Help a county organize stakeholders around unified vision of inclusive growth DELETE FROM FINAL VERSION

THE COMMUNITY INVESTMENT PROSPECTUS: CONTENT [COMMUNITY] Prospectus2GROWTHQuantitative and qualitative dive into a county to discover its core growth assets and opportunities CAPITAL DEMAND A format for identifying investable projects and propositions INCLUSION Focus on human capital, job connections, and wealth creation PLACE MAKING Commentary on the essential must dos to re-knit spatial and social fabric INSTITUTIONAL CAPACITY Recommendations on institution building options to expedite growth and inclusionNo changes DELETE FROM FINAL VERSION

USEFUL DATA SOURCES www.data.census.govwww.factfinder.census.govwww.bea.govwww.choosecolorado.com/oz[COMMUNITY] Prospectus3 DELETE FROM FINAL VERSION

[COMMUNITY] INVESTMENT PROSPECTUS4To Do:Replace background image with image of communityCTRL-F and replace “[COMMUNITY]” with community name

Contents Community Overview 4 Geography of Opportunity Zones 5 Social and Economic Overview 7 County Employment Profile 9 Largest Non-Government Employers 10 Location of Non-Government Employers 11 [COMMUNITY] Prospectus 5VC-Backed Companies of the Past Ten Years 12 VC-Backed Capital Invested by the Private Sector 13 Economic Development Strategy 6 Specific Projects 7 To Do: Update table of contents and page numbers

[COMMUNITY] SUMMARY Sample text: Situated halfway between Denver and Salt Lake City, Colorado’s Grand Valley provides easy access to a plethora of natural resources and stunning outdoor amenities. A low cost of living, connected community and homegrown talent pool are only some of the reasons businesses come here and thrive. We combine big-city opportunities with small-town character and incomparable access to the great outdoors.[COMMUNITY] Prospectus6 To Do: Update location on map Write 4-5 sentence summary “marketing” the community

GEOGRAPHY OF OPPORTUNITY ZONES [COMMUNITY] Prospectus7 POPULATION 2010 POPULATION 2016 %CHANGE S Q. MILES County319,224 319,491 0.1%970 City 101,168101,7351% 42Zones8,9858,621 (4.1%) 4 [COMMUNITY] County [COMMUNITY] [COMMUNITY] Opportunity Zones To Do: Update map Update table Update legend Map Source: Go to choosecolorado.com/oz and scroll to the map Zoom in on your area and take a screenshot Table Source: Go to: https://www.census.gov/acs/www/data/data-tables-and-tools/data-profiles/2016/ Select state and county Click “Get Data Profile” Click “Demographic Characteristics” Click “Add/remove Geographies” Select Geographic Type “Census Tract – 140” Select state and county and then relevant Census tracts Click “Show Table” Download file and add up the relevant Population Estimate for 2016 Select 2010 (Grey box on left side), and add up the Population E stimate for 2010 Calculate % change Adapt map and table as applicable to what you are hoping to showcase

POPULATION GROWTH [COMMUNITY] Prospectus8 To Do: Update graph Graph Source: LINK (BEA) Select “Local Area Personal Income and Employment” Select “Personal Income, Population, Per Capita Personal Income” Select and enter your regionSelect Unit of Measure -> “Levels”Select Statistic -> “Population”Select years 2006-2016 (or relevant range)Copy data into graph

SOCIAL AND ECONOMIC OVERVIEW [COMMUNITY] Prospectus9 County, City , Opportunity Zones BLACK HISPANIC FOREIGN POVERTY MEDIAN % ED % SOME % NO % %UNEMPLOYMENT BORN HOUSHOLD BA+ COLLEGE HS DEGREE UNDER 18 OVER 65 (MARCH 2018) INCOME County 12% 7% 6% 17% $46,489 26% 30% 12% 24% 15% 3.7% City 27% 15% 9% 27% $35,758 24% 28% 17% 28% 12% 3.9% O-Zones 34% 18% 7% 27% $32,147 25% 25% 21% 21% 11% N/A State 9% 7% 5% 15% $50,433 25% 29% 12% 24% 14% 3.3% US 13% 17% 13% 15% $55,322 30% 29% 13% 23%15%4.1% To Do: Update table Table Source: Go to: https://www.census.gov/acs/www/data/data-tables-and-tools/data-profiles/2016/ Select state and county Click “Get Data Profile” Click “Demographic Characteristics” Click “Add/remove Geographies” Select Geographic Type “Census Tract – 140” Select state and county and then relevant Census tracts Click “Show Table” Download file and fill in the relevant data

COUNTY EMPLOYMENT PROFILE [COMMUNITY] Prospectus10 201 6 COUN T 201 6 SHARE 2012 COUNT 2012 SHARE DIFFERENCE IN SHARE Health Care, Social Assistance & Educational Services 13,65326.3%15,46724.9% 1.4%Trade, Transportation and Warehousing9,179 17.7% 11,687 18.8% (1.2%) Manufacturing 7,360 14.2% 9,152 14.7% (0.6%) Professional & Business Services 7,061 13.6% 7,422 12.0% 1.6% Accommodation and Food Services 4,015 7.7% 3,310 5.3% 2.4% Public Administration 3,024 5.8% 3,478 5.6% 0.2% Construction, Mining & Utilities 2,190 4.2% 3,238 5.2% (1.0%) Information 1,295 2.5% 1,493 2.4% 0.1% Finance and Insurance 1,201 2.3% 3,073 5.0% (2.6%) To Do:Update tableTable Source: LINK (BEA)Select “Local Area Personal Income and Employment”Select “Total Full-Time and Part-Time Employment by Industry”Select NAICSSelect and enter your regionSelect years 2012 and 2016 Copy Industry Categories and Data into Table and Calculate %share and difference in ShareHighlight most relevant rows

LARGEST NON-GOVERNMENT EMPLOYERS [COMMUNITY] Prospectus11 To Do: Update table Table Source: Your local Chamber of Commerce may have this information EMPLOYER TYPE OF BUSINESS APPROX. # OF EMPLOYEES University of Notre Dame Higher education5,802Beacon Health SystemHealth care 4,683 Saint Joseph Health SystemHealth care2,626 Indiana University South BendHigher education 1,277 AM General Manufacturing 800 Honeywell Manufacturing 700 Press Ganey Health care measurement 694 Liberty Mutual Insurance Insurance 650

LOCATION OF LARGEST NON-GOVERNMENT EMPLOYERS [COMMUNITY] Prospectus12 To Do: Update map -Take screenshot from geography page and relocate red bubbles as needed Update legend University of Notre Dame Beacon Health System Saint Joseph Health System Indiana University South BendAM GeneralHoneywellPress Ganey Liberty Mutual Insurance 1 4 6 5 2 3 7 8

EMPLOYMENT GROWTH [COMMUNITY] Prospectus13 To Do: Update graph Graph Source: LINK (BEA) Select “Local Area Personal Income and Employment” Select “Personal Income and Employment by Major Component” Select and enter your regionSelect Unit of Measure -> “Levels”Select Statistic -> “Total Employment”Select years 2006-2016 (or relevant range)Copy data into graph

VC-BACKED COMPANIES IN THE PAST 10 YEARS [COMMUNITY] Prospectus14 $11.2M $7.8M $0.7M $6.5M $0.5M $0.82M $0.27M 2009 2008 2010 2011 2012 2013 2014 2015 2016 2017 $0.00M $2.0M $4.0M $6.0M $8.0M $10.0M $12.0M 0 1 2 3 4 5 6 7 8 3 3 3 7 2 1 3 1 1 $1.2M Capital Invested Deal Count To Do: Update graph if relevant to your community, or remove page Source: Pitchbook (paid) Other options include highlighting small businesses in the community

VC-BACKED CAPITAL INVESTED BY PRIMARY INDUSTRY SECTOR [COMMUNITY] Prospectus15 To Do: Update graph if relevant to your community, or remove page Source: Pitchbook (paid) Other options include highlighting small businesses in the community 2009 B2C 2008 2010 2011 2012 2013 2014 2015 2016 2017 $0.00M $3.0M $6.0M $9.0M $12.0M $15.0M Healthcare Information Technology Source: Pitchbook

STRENGTHS OF [COMMUNITY] Highlights here could include:Anchor institutions (e.g., hospitals, universities/colleges)Areas of growth (e.g., growing industries, revitalized neighborhoods)Creditworthiness of cityNatural resourcesQuality of life advantages (e.g., access to nature, walkability, social hubs)City/county growth strategyRegional/national networks of which the community is part[COMMUNITY] Prospectus 16 To Do: Update content to reflect summary of strength of community

CHALLENGES OF [COMMUNITY] Highlights here could include:Lack of growth (e.g., population, employment)Diversity and inclusion struggles (e.g., inequality, income gaps, education gaps)Struggling areas of the cityInvestment needs (philanthropic, business, local)Support structures needed (e.g., community development, economic development orgs)[COMMUNITY] Prospectus17 To Do: Update content to reflect summary of challenges faced by the community. Use these to emphasize areas where investment could help the community overcome challenges and succeed

ECONOMIC DEVELOPMENT STRATEGY (1/2) Depending on the goals of a community and the types of investment they are looking for, they should add backup pages of relevant details here. The following are some examples, but communities should develop their own story based on what is most applicable:Building an entrepreneurial ecosystemEmphasize network of startups, innovation and investmentHighlight anchor institutions, particularly colleges and universities that can provide talent and research and development optionsInclude details on current investment (philanthropy, business investment, real estate developmentAttracting human capitalShow evidence of growth and interest in community (i.e., population/employment growth)Highlight anchor institutions, particularly colleges and universities that can provide a talent base Emphasize quality of life metrics (walkability, social areas, recreational opportunities) [COMMUNITY] Prospectus 18 To Do: Identify community strategy and add additional pages showing how investors could contribute to growth

Capitalizing on natural resources Add maps highlighting natural resources or outdoor recreation areasDemonstrate growth in resource industry (new businesses, employment etc)Show evidence of tourists/visitor interestRevitalizing downtownOutline existing plan and investmentsShow evidence of growth and interest in downtown area (i.e., population/employment growth)[COMMUNITY] Prospectus 19 ECONOMIC DEVELOPMENT STRATEGY (2/2) To Do: Identify community strategy and add additional pages showing how investors could contribute to growth

SPECIFIC PROJECTS Create pages marketing specific investments includingType of projectSize of projectLocationAdditional incentives availableKey contactsPhotos/renderingsWhere to learn more[COMMUNITY] Prospectus 20 To Do: Identify projects that would benefit the community and create pages