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CONTACT
UNIFIED CLOUD SERVICES
PLATFORM
P A T E N T P O R T F O L I O A V A I L A B L E F O R S A L E O R L I C E N S E
1
NON-CONFIDENTIAL MARKETING PACKAGE
Mark Magas mmagas@cascadesventures.com (847) 656-560
IMPORTANT DISCLAIMER AND NOTICE
This marketing package constitutes an offer for the sale or license of patents. The
information contained herein and any other documents or information provided is intended for
the sole purpose of assisting the independent evaluation of the portfolio by prospective buyers.
The information is not intended to be notice or accusation of infringement of any of the patents or
portfolios offered for sale. Nothing in this document shall constitute or be interpreted as legal
analysis regarding the scope of the patents or other intellectual property rights. Any discussion of
the use or potential use of the patent portfolio is for illustrative purposes only. In making a decision
regarding this opportunity, prospective buyers must rely on their own examination and evaluation
of the patents and portfolios including the merits and risks involved. No representation or
warranties regarding the patents or portfolios are provided or implied. The right to modify or
discontinue the sales or licensing process at any time including accepting offers prior to the
completion of any due diligence period is reserved.
NON-CONFIDENTIAL MARKETING PACKAGE 2
➢ Cascades Ventures is offering for sale or license a patent portfolio covering a unified cloud services platform.
 All patents are owned by Zilkr Cloud Technologies LLC.
➢ The portfolio includes six different technologies related to integrating cloud communication services with
other third-party services.
➢ There is widespread and substantial use of these technologies.
 Detailed claim charts are available upon request.
Tiered Services
Two issued U.S. patents
(slide 49)
Combined Service Actions
One issued U.S. patent
(slide 29)
Integrated Service Marketplace
One issued U.S. patent
(slide 8)
Chained Services
One issued U.S. patent
(slide 18)
Service Activation
Two issued U.S. patents
(slide 45)
Group Service Activation
One issued U.S. patent
(slide 41)
EXECUTIVE SUMMARY
NON-CONFIDENTIAL MARKETING PACKAGE 3
BIDDING PROCESS
➢ Cascades Ventures reserves the right to accept a bid at anytime.
➢ We will keep all parties who have notified us of their interest in submitting a bid,
or who have submitted a bid, reasonably informed throughout the process.
➢ Any bids or questions about this offering should be directed to:
Mark Magas
Director, Cascades Ventures
mmagas@cascadesventures.com
(847) 656-3560
NON-CONFIDENTIAL MARKETING PACKAGE 4
CLOUD INTEGRATION
MARKET
➢ The cloud integration market is
already a billion-dollar market and
rapidly growing with an estimated
CAGR of 23%.
NON-CONFIDENTIAL MARKETING PACKAGE 5
2019 2025
Global Cloud Integration Market
$1.3B
$3B
Source: Advance Market Analytics (2020)
➢ The patents are currently owned by Zilkr
Cloud Technologies, an operating cloud
software company.
 Zilkr provides a single API that allows network
providers to integrate with service providers.
 Zilkr’s leadership team invented these
technologies as part of previous cloud technology
ventures.
NON-CONFIDENTIAL MARKETING PACKAGE 6
INVENTOR BACKGROUND
POTENTIAL BUYERS
NON-CONFIDENTIAL MARKETING PACKAGE 7
NON-CONFIDENTIAL MARKETING PACKAGE 8
INTEGRATED SERVICE
MARKETPLACE
TECHNOLOGY
U.S. Patent No. 9,998,607
INTEGRATED SERVICE MARKETPLACE
▪ This patent applies to marketplaces
that provide third-party services to a
network provider.
▪ Examples of marketplaces include:
▪ Twilio Add-On Marketplace
▪ Microsoft AppSource
▪ Vonage App Center
▪ Zoom App Marketplace
NON-CONFIDENTIAL MARKETING PACKAGE 9
PATENT PORTFOLIO: INTEGRATED SERVICE
MARKETPLACE
NON-CONFIDENTIAL MARKETING PACKAGE 10
➢ The Integrated Service Marketplace
technology is protected by U.S. Patent No.
9,998,607.
➢ Early priority date of October 2013.
➢ Long patent term lasts until 2033.
Coverage Map
EXAMPLE OF USE: :
INTEGRATED SERVICE
MARKETPLACE
➢ The following slides demonstrate a current
use of the technology by comparing claim 1
of the U.S. 9,998,607 patent to a modern
network provider service marketplace.
 Note: This example is not intended to apply to any
particular product or service and does not constitute
notice of infringement with respect to any particular
product or service. This example should also not be
construed as legal advice relating to the patents or their
potential application.
 Detailed claim charts are available upon request.
NON-CONFIDENTIAL MARKETING PACKAGE 11
Modern network provider
service marketplace
U.S. 9,998,607
EXAMPLE OF USE: :
INTEGRATED SERVICE
MARKETPLACE
U.S. 9,998,607
Claim 1. A method of provisioning a plurality
of applications from different application
developer systems to a network provider
system through a unified services platform,
the method comprising:
Many network providers offer marketplaces where
subscribers can integrate third-party services to
their account.
NON-CONFIDENTIAL MARKETING PACKAGE 12
Modern network provider service
marketplace
Plurality of applications
Different
developers
Unified Services Platform
The network provider marketplace establishes
accounts for developers on its website.
These services are provided for subscribers of a
telecommunication service.
EXAMPLE OF USE: :
INTEGRATED SERVICE
MARKETPLACE
U.S. 9,998,607
establishing a plurality of service accounts
for a corresponding plurality of application
service provider systems, wherein the
plurality of application service provider
systems provide services for use in
association with a telephone number of a
subscriber of telecommunication services;
NON-CONFIDENTIAL MARKETING PACKAGE 13
Modern network provider service
marketplace
Modern network provider
Phone number
Accounts
Services with different API interfaces are received
an integrated by the marketplace.
EXAMPLE OF USE: :
INTEGRATED SERVICE
MARKETPLACE
U.S. 9,998,607
receiving, by a processor system, a plurality
of API interfaces from the plurality of
application service provider systems,
wherein at least two of the API interfaces
are different,
integrating, by the processor system, each
of the plurality of API interfaces with a
unified services platform API interface;
NON-CONFIDENTIAL MARKETING PACKAGE 14
Modern network provider service
marketplace
Different APIs
Integrated with Unified
Services Platform
Plurality of
applications
EXAMPLE OF USE: :
INTEGRATED SERVICE
MARKETPLACE
U.S. 9,998,607
receiving a provider API interface for a
network provider system;
integrating the provider API interface with
the unified services platform API interface,
wherein at least one of the plurality of API
interfaces from the plurality of application
service provider systems is not compatible
with the provider API interface;
,
Network providers typically provide a voice API
interface that integrates with its unified services
platform.
This allows otherwise incompatible services to work
with the network provider API.
NON-CONFIDENTIAL MARKETING PACKAGE 15
Modern network provider service
marketplace
EXAMPLE OF USE: :
INTEGRATED SERVICE
MARKETPLACE
U.S. 9,998,607
receiving a definition of a service and a
plan for each of the plurality of application
service provider systems;
receiving one or more definitions of actions
for the service, wherein the actions
comprise responses to triggering events
occurring with a telephone number; and
NON-CONFIDENTIAL MARKETING PACKAGE 16
Modern network provider service
marketplace
Plan
Action
Service
The marketplace receives definitions of a service,
plan, and actions.
EXAMPLE OF USE: :
INTEGRATED SERVICE
MARKETPLACE
U.S. 9,998,607
publishing, after integrating each of the
plurality of API interfaces with the unified
services platform, the definition of the
service, the definition of the plan, and the
one or more definitions of actions for each
application service provider in a
provisioning catalog.
NON-CONFIDENTIAL MARKETING PACKAGE 17
Modern network provider service
marketplace
Published in a
catalog
The marketplace publishes definitions of the
service, plan, and actions for each service in a
catalogue listing.
NON-CONFIDENTIAL MARKETING PACKAGE 18
CHAINED SERVICES
TECHNOLOGY
U.S. Patent No. 10,015,321
CHAINED SERVICES
▪ This patent applies to automated
service chains starting from a
communication event with data
routed between the services.
▪ Examples of automated service
providers include:
▪ Zapier
▪ Microsoft Power Automate
▪ Messagebird Flow Builder
▪ Twilio Studio
NON-CONFIDENTIAL MARKETING PACKAGE 19
PATENT PORTFOLIO: CHAINED SERVICES
NON-CONFIDENTIAL MARKETING PACKAGE 20
➢ The Chained Services technology is
protected by U.S. Patent No. 10,015,321.
➢ Early priority date of October 2013.
➢ Long patent term lasts until 2033.
Coverage Map
EXAMPLE OF USE: :
CHAINED SERVICES
➢ The following slides demonstrate a current
use of the technology by comparing claim 1
of the U.S. 10,015,321 patent to a typical
service automation provider.
 Note: This example is not intended to apply to any
particular product or service and does not constitute
notice of infringement with respect to any particular
product or service. This example should also not be
construed as legal advice relating to the patents or their
potential application.
 Detailed claim charts are available upon request.
NON-CONFIDENTIAL MARKETING PACKAGE 21
Typical automated service
provider
U.S. 10,015,321
EXAMPLE OF USE: :
CHAINED SERVICES
U.S. 10,015,321
1. A method of creating a plurality of service
actions in response to a communication
event, the method comprising:
Many automated service providers create service
actions in response to a communication event,
such as an incoming text message.
NON-CONFIDENTIAL MARKETING PACKAGE 22
Typical automated service provider
Plurality of
service actions
In response to a
communication event
EXAMPLE OF USE: :
CHAINED SERVICES
U.S. 10,015,321
receiving, by a processor system, an
indication of an incoming communication
for a telephone number, wherein the
telephone number is provided by a network
provider system, and
The automated service provider receives an
indication of an incoming communication, such as
an incoming text message.
The telephone number is provided by a network
provider system, here Twilio.
NON-CONFIDENTIAL MARKETING PACKAGE 23
Typical automated service provider
Indication of incoming
communication Network provider
system
Typical automated service provider
EXAMPLE OF USE: :
CHAINED SERVICES
U.S. 10,015,321
wherein a plurality of services associated
with a plurality of third party service systems
are associated with the telephone number,
wherein the plurality of services are invoked
by at least one triggering event associated
with the telephone number;
identifying, by the processor system, a
triggering event associated with the
incoming communication for the telephone
number;
A plurality of services may be associated with the
telephone number by adding the service actions to
the automated workflow.
The plurality of services are invoked by a triggering
event with the telephone number, such as an
incoming text message..
NON-CONFIDENTIAL MARKETING PACKAGE 24
Plurality of
service actions
Invoked by
triggering event
EXAMPLE OF USE: :
CHAINED SERVICES
U.S. 10,015,321
invoking a first service of the plurality of
services in response to the triggering event;
A first service in the chain is invoked in response to
the triggering event.
NON-CONFIDENTIAL MARKETING PACKAGE 25
Typical automated service provider
First service
Triggering event
EXAMPLE OF USE: :
CHAINED SERVICES
U.S. 10,015,321
sending incoming communication
information to the first service, wherein the
incoming communication information
comprises at least a portion of the
information associated with the incoming
communication, and wherein the first
service generates first service data in
response to the incoming communication
information;
Typical automated service providers send data
from all triggers to subsequent actions.
NON-CONFIDENTIAL MARKETING PACKAGE 26
Incoming
communication
information sent to
the first service
The first service generates first service
data in response to the incoming
communication information
Typical automated service provider
EXAMPLE OF USE: :
CHAINED SERVICES
U.S. 10,015,321
routing the first service data to a second
service of the plurality of services; and
Typical automated service providers send data
from all actions to subsequent actions.
NON-CONFIDENTIAL MARKETING PACKAGE 27
First service
data routed
Second service
Typical automated service provider
EXAMPLE OF USE: :
CHAINED SERVICES
U.S. 10,015,321
invoking the second service of the plurality
of services in response to routing the first
service data to the second service, wherein
the second service generates second
service data.
Typical automated service providers allow for
multiple actions to be chained in a workflow,
routing data between all triggers and actions.
NON-CONFIDENTIAL MARKETING PACKAGE 28
Typical automated service provider
In response to
routing the first
service data to the
second service
Invoking the
second service
Second service
data
NON-CONFIDENTIAL MARKETING PACKAGE 29
COMBINED
SERVICE ACTIONS
TECHNOLOGY
U.S. Patent No. 9,883,048
COMBINED SERVICE ACTIONS
▪ This patent applies to automated
service chains starting from a
communication event with multiple
services being combined.
▪ Examples of automated service
providers include:
▪ Zapier
▪ Microsoft Power Automate
▪ Messagebird Flow Builder
▪ Twilio Studio
NON-CONFIDENTIAL MARKETING PACKAGE 30
PATENT PORTFOLIO: COMBINED SERVICE
ACTIONS
NON-CONFIDENTIAL MARKETING PACKAGE 31
➢ The Chained Services technology is
protected by U.S. Patent No. 9,883,048.
➢ Early priority date of October 2013.
➢ Long patent term lasts until 2033.
Coverage Map
EXAMPLE OF USE: :
COMBINED SERVICE
ACTIONS
➢ The following slides demonstrate a current
use of the technology by comparing claim 1
of the U.S. 9,883,048 patent to a typical
service automation provider.
 Note: This example is not intended to apply to any
particular product or service and does not constitute
notice of infringement with respect to any particular
product or service. This example should also not be
construed as legal advice relating to the patents or their
potential application.
 Detailed claim charts are available upon request.
NON-CONFIDENTIAL MARKETING PACKAGE 32
Typical automated service
provider
U.S. 9,883,048
EXAMPLE OF USE: :
COMBINED SERVICE
ACTIONS
U.S. 9,883,048
1. A method of combining partial
functionality across a plurality of
applications to create a new service, the
method comprising:
Typical automated service providers combine
actions from multiple services to create new
services.
NON-CONFIDENTIAL MARKETING PACKAGE 33
Typical automated service provider
Plurality of
service actions
New service
EXAMPLE OF USE: :
COMBINED SERVICE
ACTIONS
U.S. 9,883,048
receiving, by a unified services platform
system, a definition of a service for each of
a plurality of application service provider
systems;
Automated service providers are unified services
platforms that receive definitions of services for
third-party services.
NON-CONFIDENTIAL MARKETING PACKAGE 34
Typical automated service provider
Receiving
definitions of
services
EXAMPLE OF USE: :
COMBINED SERVICE
ACTIONS
U.S. 9,883,048
receiving one or more definitions of actions
for each service for each of the plurality of
application service provider systems,
wherein the actions comprise responses to
triggering events occurring for a telephone
number;
Each service on an automated service platform
has one or more actions. These actions may
respond to triggering events occurring for a
telephone number.
NON-CONFIDENTIAL MARKETING PACKAGE 35
Typical automated service provider
Definitions of
actions
Response to
triggering event with
telephone number
EXAMPLE OF USE: :
COMBINED SERVICE
ACTIONS
U.S. 9,883,048
testing each triggering event and
corresponding action in a test environment
to generate a response;
storing an indication of the triggering event,
the corresponding action, and the response
from the testing;
Typical automated service providers test and store
each triggering event and actions in a test
environment and generate a response.
NON-CONFIDENTIAL MARKETING PACKAGE 36
Typical automated service provider
Testing
Response
EXAMPLE OF USE: :
COMBINED SERVICE
ACTIONS
U.S. 9,883,048
identifying individual actions associated with
each of the services associated with the
plurality of application service provider
systems;
Each service on an automated service platform
has one or more actions.
NON-CONFIDENTIAL MARKETING PACKAGE 37
Typical automated service provider
Actions
EXAMPLE OF USE: :
COMBINED SERVICE
ACTIONS
U.S. 9,883,048
combining, by the unified services platform
system, two or more individual actions from
different services provided by different
application service provider systems,
wherein combining the two or more
individual actions comprises:
receiving, by the unified services platform
system, a request from a subscriber
associated with a telephone number to
combine the two or more individual actions;
Typical automated service providers combine
multiple actions in a multi-step workflow.
Subscribers who start with a communication event
trigger are associated with a telephone number.
NON-CONFIDENTIAL MARKETING PACKAGE 38
Typical automated service provider
Combining
two actions
Request to combine
from subscriber with
telephone number
EXAMPLE OF USE: :
COMBINED SERVICE
ACTIONS
U.S. 9,883,048
generating, by the unified services platform
system, routing and integration data for the
two or more individual actions; and
Typical automated service providers generate
routing and integration data for the combined
actions.
NON-CONFIDENTIAL MARKETING PACKAGE 39
Typical automated service provider
Generating routing
and integration data
EXAMPLE OF USE: :
COMBINED SERVICE
ACTIONS
U.S. 9,883,048
activating the new service for the
subscriber, wherein the new service includes
the routing and integration data generated
by the unified services platform; and
forming a new service based on the
combining.
Automated service providers form and activate a
new service with the combined actions and the
routing and integration data.
NON-CONFIDENTIAL MARKETING PACKAGE 40
Typical automated service provider
New service
Routing and
integration data
Activating
NON-CONFIDENTIAL MARKETING PACKAGE 41
GROUP SERVICE
ACTIVATION
TECHNOLOGY
U.S. Patent No. 9,883,047
GROUP SERVICE ACTIVATION
▪ This patent applies to service activation
based on groups of telephone numbers for
a network provider.
▪ A first service may be activated for the entire group of
telephone numbers.
▪ A second service may be activated for an individual
telephone number.
▪ Examples of network providers include:
▪ Twilio
▪ RingCentral
▪ Vonage
▪ Verizon
NON-CONFIDENTIAL MARKETING PACKAGE 42
PATENT PORTFOLIO: GROUP SERVICE
ACTIVATION
NON-CONFIDENTIAL MARKETING PACKAGE 43
➢ The Group Service Activation technology
is protected by U.S. Patent No. 9,883,047.
➢ Early priority date of October 2013.
➢ Long patent term lasts until 2033.
Coverage Map
REPRESENTATIVE CLAIM: GROUP SERVICE
ACTIVATION
U.S. 9,883,047: Claim 1. A method of provisioning a service for use with a group plan, the method comprising:
receiving, by a unified services platform system, a subscription request for a service for a group plan, wherein the group plan comprises a plurality of
telephone numbers, wherein each telephone number of the plurality of telephone numbers is associated with a subscriber, and wherein the service is
provided by a third party application service provider system;
sending, by the unified services platform system, an activation request for the group plan to the third party application service provider system,
receiving an activation response from the third party application service provider system;
associating the service with each telephone number of the plurality of telephone numbers;
providing access to the service for each telephone number based on the associating;
receiving, by the unified services platform system, a subscription request for a second service from a subscriber associated with a first telephone number
of the plurality of telephone numbers, wherein the second service is provided by a second third party application service provider system;
sending, by the unified services platform system, a second activation request for the service to the second third party application service provider
system;
receiving a second activation response from the second third party application service provider system;
associating the second service with the first telephone number; and
providing access to the second service for the first telephone number based on the associating.
NON-CONFIDENTIAL MARKETING PACKAGE 44
NON-CONFIDENTIAL MARKETING PACKAGE 45
SERVICE
ACTIVATION
TECHNOLOGY
U.S. Patent Nos. 9,210,254 and
9,742,926
SERVICE ACTIVATION
▪ These patents apply to activating a
third-party service for a telephone
subscriber to a network provider using an
ID associated with the telephone number
as a username.
▪ Examples of network providers include:
▪ Twilio
▪ RingCentral
▪ Vonage
▪ Verizon
NON-CONFIDENTIAL MARKETING PACKAGE 46
PATENT PORTFOLIO: SERVICE ACTIVATION
NON-CONFIDENTIAL MARKETING PACKAGE 47
➢ The Chained Services technology is
protected by U.S. Patent Nos. 9,210,254
and 9,742,926.
➢ Early priority date of October 2013.
➢ Long patent term lasts until 2034.
Coverage Map
REPRESENTATIVE CLAIM: SERVICE ACTIVATION
U.S. 9,210,254: Claim 7. A method comprising:
providing a first service to a first user by a first provider, wherein the first service is telephone service, and wherein the first user has a first
telephone number;
receiving a request to provision a second service for the first user, wherein the second service is provided by a second provider, and
wherein the second provider is different than the first provider;
responsive to receiving the request:
creating a mapping from the first telephone number to a second identifier (ID), wherein the second ID is utilized by the second provider to
identify the first user;
activating the second service with the second provider utilizing the second ID as a user ID for the first user; and
associating the second service with the first telephone number, wherein the first telephone number is associated with routing and
interworking data necessary to utilize the second service.
NON-CONFIDENTIAL MARKETING PACKAGE 48
NON-CONFIDENTIAL MARKETING PACKAGE 49
TIERED SERVICES
TECHNOLOGY
U.S. Patent Nos. 8,509,226 and
9,210,276
TIERED SERVICES
NON-CONFIDENTIAL MARKETING PACKAGE 50
▪ These patents apply to network
providers who offer tiers of services to
downstream resellers and automatically
select the lowest cost service when a tier
is selected.
▪ Examples of network providers with
reseller programs include:
▪ Twilio
▪ RingCentral
▪ Vonage
▪ Verizon
PATENT PORTFOLIO: TIERED SERVICES
NON-CONFIDENTIAL MARKETING PACKAGE 51
➢ The Chained Services technology is
protected by U.S. Patent Nos. 8,509,226
and 9,210,276.
➢ Early priority date of August 2012.
➢ Long patent term lasts until 2032.
Coverage Map
REPRESENTATIVE CLAIM: TIERED SERVICES
U.S. 8,509,226: Claim 1. A system for managing a Voice over Internet Protocol (VoIP) network, the system
comprising:
a database; and
a server coupled to the database;
wherein the server is configured to:
aggregate a plurality of services of a first type, wherein at least a portion of the plurality of services are procured from one or more
vendors;
group the plurality of services into two or more tiers; and
provide access to the two or more tiers to downstream resellers providing VoIP service including at least a first reseller and a second
reseller, wherein at least a portion of a plurality of services of a first type are supplied by the first reseller;
wherein the second reseller has access to a service of the first type through at least two separate paths, and wherein the server is
configured to automatically select a path with a lowest cost for the first service.
NON-CONFIDENTIAL MARKETING PACKAGE 52
➢ Cascades Ventures reserves the right
to accept a bid at anytime.
➢ We will keep all parties who have
notified us of their interest in submitting
a bid, or who have submitted a bid,
reasonably informed throughout the
process.
➢ Any bids or questions about this
offering should be directed to:
Mark Magas
Director, Cascades Ventures
mmagas@cascadesventures.com
(847) 656-3560
NON-CONFIDENTIAL MARKETING PACKAGE 53
BIDDING PROCESS
Unified Cloud Services Platform
Patent Portfolio

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PATENT PORTFOLIO FOR SALE OR LICENSE -Unified Communications, Digital Market Place and CpaaS "Communications Platform as a Service"

  • 1. CONTACT UNIFIED CLOUD SERVICES PLATFORM P A T E N T P O R T F O L I O A V A I L A B L E F O R S A L E O R L I C E N S E 1 NON-CONFIDENTIAL MARKETING PACKAGE Mark Magas mmagas@cascadesventures.com (847) 656-560
  • 2. IMPORTANT DISCLAIMER AND NOTICE This marketing package constitutes an offer for the sale or license of patents. The information contained herein and any other documents or information provided is intended for the sole purpose of assisting the independent evaluation of the portfolio by prospective buyers. The information is not intended to be notice or accusation of infringement of any of the patents or portfolios offered for sale. Nothing in this document shall constitute or be interpreted as legal analysis regarding the scope of the patents or other intellectual property rights. Any discussion of the use or potential use of the patent portfolio is for illustrative purposes only. In making a decision regarding this opportunity, prospective buyers must rely on their own examination and evaluation of the patents and portfolios including the merits and risks involved. No representation or warranties regarding the patents or portfolios are provided or implied. The right to modify or discontinue the sales or licensing process at any time including accepting offers prior to the completion of any due diligence period is reserved. NON-CONFIDENTIAL MARKETING PACKAGE 2
  • 3. ➢ Cascades Ventures is offering for sale or license a patent portfolio covering a unified cloud services platform.  All patents are owned by Zilkr Cloud Technologies LLC. ➢ The portfolio includes six different technologies related to integrating cloud communication services with other third-party services. ➢ There is widespread and substantial use of these technologies.  Detailed claim charts are available upon request. Tiered Services Two issued U.S. patents (slide 49) Combined Service Actions One issued U.S. patent (slide 29) Integrated Service Marketplace One issued U.S. patent (slide 8) Chained Services One issued U.S. patent (slide 18) Service Activation Two issued U.S. patents (slide 45) Group Service Activation One issued U.S. patent (slide 41) EXECUTIVE SUMMARY NON-CONFIDENTIAL MARKETING PACKAGE 3
  • 4. BIDDING PROCESS ➢ Cascades Ventures reserves the right to accept a bid at anytime. ➢ We will keep all parties who have notified us of their interest in submitting a bid, or who have submitted a bid, reasonably informed throughout the process. ➢ Any bids or questions about this offering should be directed to: Mark Magas Director, Cascades Ventures mmagas@cascadesventures.com (847) 656-3560 NON-CONFIDENTIAL MARKETING PACKAGE 4
  • 5. CLOUD INTEGRATION MARKET ➢ The cloud integration market is already a billion-dollar market and rapidly growing with an estimated CAGR of 23%. NON-CONFIDENTIAL MARKETING PACKAGE 5 2019 2025 Global Cloud Integration Market $1.3B $3B Source: Advance Market Analytics (2020)
  • 6. ➢ The patents are currently owned by Zilkr Cloud Technologies, an operating cloud software company.  Zilkr provides a single API that allows network providers to integrate with service providers.  Zilkr’s leadership team invented these technologies as part of previous cloud technology ventures. NON-CONFIDENTIAL MARKETING PACKAGE 6 INVENTOR BACKGROUND
  • 8. NON-CONFIDENTIAL MARKETING PACKAGE 8 INTEGRATED SERVICE MARKETPLACE TECHNOLOGY U.S. Patent No. 9,998,607
  • 9. INTEGRATED SERVICE MARKETPLACE ▪ This patent applies to marketplaces that provide third-party services to a network provider. ▪ Examples of marketplaces include: ▪ Twilio Add-On Marketplace ▪ Microsoft AppSource ▪ Vonage App Center ▪ Zoom App Marketplace NON-CONFIDENTIAL MARKETING PACKAGE 9
  • 10. PATENT PORTFOLIO: INTEGRATED SERVICE MARKETPLACE NON-CONFIDENTIAL MARKETING PACKAGE 10 ➢ The Integrated Service Marketplace technology is protected by U.S. Patent No. 9,998,607. ➢ Early priority date of October 2013. ➢ Long patent term lasts until 2033. Coverage Map
  • 11. EXAMPLE OF USE: : INTEGRATED SERVICE MARKETPLACE ➢ The following slides demonstrate a current use of the technology by comparing claim 1 of the U.S. 9,998,607 patent to a modern network provider service marketplace.  Note: This example is not intended to apply to any particular product or service and does not constitute notice of infringement with respect to any particular product or service. This example should also not be construed as legal advice relating to the patents or their potential application.  Detailed claim charts are available upon request. NON-CONFIDENTIAL MARKETING PACKAGE 11 Modern network provider service marketplace U.S. 9,998,607
  • 12. EXAMPLE OF USE: : INTEGRATED SERVICE MARKETPLACE U.S. 9,998,607 Claim 1. A method of provisioning a plurality of applications from different application developer systems to a network provider system through a unified services platform, the method comprising: Many network providers offer marketplaces where subscribers can integrate third-party services to their account. NON-CONFIDENTIAL MARKETING PACKAGE 12 Modern network provider service marketplace Plurality of applications Different developers Unified Services Platform
  • 13. The network provider marketplace establishes accounts for developers on its website. These services are provided for subscribers of a telecommunication service. EXAMPLE OF USE: : INTEGRATED SERVICE MARKETPLACE U.S. 9,998,607 establishing a plurality of service accounts for a corresponding plurality of application service provider systems, wherein the plurality of application service provider systems provide services for use in association with a telephone number of a subscriber of telecommunication services; NON-CONFIDENTIAL MARKETING PACKAGE 13 Modern network provider service marketplace Modern network provider Phone number Accounts
  • 14. Services with different API interfaces are received an integrated by the marketplace. EXAMPLE OF USE: : INTEGRATED SERVICE MARKETPLACE U.S. 9,998,607 receiving, by a processor system, a plurality of API interfaces from the plurality of application service provider systems, wherein at least two of the API interfaces are different, integrating, by the processor system, each of the plurality of API interfaces with a unified services platform API interface; NON-CONFIDENTIAL MARKETING PACKAGE 14 Modern network provider service marketplace Different APIs Integrated with Unified Services Platform Plurality of applications
  • 15. EXAMPLE OF USE: : INTEGRATED SERVICE MARKETPLACE U.S. 9,998,607 receiving a provider API interface for a network provider system; integrating the provider API interface with the unified services platform API interface, wherein at least one of the plurality of API interfaces from the plurality of application service provider systems is not compatible with the provider API interface; , Network providers typically provide a voice API interface that integrates with its unified services platform. This allows otherwise incompatible services to work with the network provider API. NON-CONFIDENTIAL MARKETING PACKAGE 15 Modern network provider service marketplace
  • 16. EXAMPLE OF USE: : INTEGRATED SERVICE MARKETPLACE U.S. 9,998,607 receiving a definition of a service and a plan for each of the plurality of application service provider systems; receiving one or more definitions of actions for the service, wherein the actions comprise responses to triggering events occurring with a telephone number; and NON-CONFIDENTIAL MARKETING PACKAGE 16 Modern network provider service marketplace Plan Action Service The marketplace receives definitions of a service, plan, and actions.
  • 17. EXAMPLE OF USE: : INTEGRATED SERVICE MARKETPLACE U.S. 9,998,607 publishing, after integrating each of the plurality of API interfaces with the unified services platform, the definition of the service, the definition of the plan, and the one or more definitions of actions for each application service provider in a provisioning catalog. NON-CONFIDENTIAL MARKETING PACKAGE 17 Modern network provider service marketplace Published in a catalog The marketplace publishes definitions of the service, plan, and actions for each service in a catalogue listing.
  • 18. NON-CONFIDENTIAL MARKETING PACKAGE 18 CHAINED SERVICES TECHNOLOGY U.S. Patent No. 10,015,321
  • 19. CHAINED SERVICES ▪ This patent applies to automated service chains starting from a communication event with data routed between the services. ▪ Examples of automated service providers include: ▪ Zapier ▪ Microsoft Power Automate ▪ Messagebird Flow Builder ▪ Twilio Studio NON-CONFIDENTIAL MARKETING PACKAGE 19
  • 20. PATENT PORTFOLIO: CHAINED SERVICES NON-CONFIDENTIAL MARKETING PACKAGE 20 ➢ The Chained Services technology is protected by U.S. Patent No. 10,015,321. ➢ Early priority date of October 2013. ➢ Long patent term lasts until 2033. Coverage Map
  • 21. EXAMPLE OF USE: : CHAINED SERVICES ➢ The following slides demonstrate a current use of the technology by comparing claim 1 of the U.S. 10,015,321 patent to a typical service automation provider.  Note: This example is not intended to apply to any particular product or service and does not constitute notice of infringement with respect to any particular product or service. This example should also not be construed as legal advice relating to the patents or their potential application.  Detailed claim charts are available upon request. NON-CONFIDENTIAL MARKETING PACKAGE 21 Typical automated service provider U.S. 10,015,321
  • 22. EXAMPLE OF USE: : CHAINED SERVICES U.S. 10,015,321 1. A method of creating a plurality of service actions in response to a communication event, the method comprising: Many automated service providers create service actions in response to a communication event, such as an incoming text message. NON-CONFIDENTIAL MARKETING PACKAGE 22 Typical automated service provider Plurality of service actions In response to a communication event
  • 23. EXAMPLE OF USE: : CHAINED SERVICES U.S. 10,015,321 receiving, by a processor system, an indication of an incoming communication for a telephone number, wherein the telephone number is provided by a network provider system, and The automated service provider receives an indication of an incoming communication, such as an incoming text message. The telephone number is provided by a network provider system, here Twilio. NON-CONFIDENTIAL MARKETING PACKAGE 23 Typical automated service provider Indication of incoming communication Network provider system
  • 24. Typical automated service provider EXAMPLE OF USE: : CHAINED SERVICES U.S. 10,015,321 wherein a plurality of services associated with a plurality of third party service systems are associated with the telephone number, wherein the plurality of services are invoked by at least one triggering event associated with the telephone number; identifying, by the processor system, a triggering event associated with the incoming communication for the telephone number; A plurality of services may be associated with the telephone number by adding the service actions to the automated workflow. The plurality of services are invoked by a triggering event with the telephone number, such as an incoming text message.. NON-CONFIDENTIAL MARKETING PACKAGE 24 Plurality of service actions Invoked by triggering event
  • 25. EXAMPLE OF USE: : CHAINED SERVICES U.S. 10,015,321 invoking a first service of the plurality of services in response to the triggering event; A first service in the chain is invoked in response to the triggering event. NON-CONFIDENTIAL MARKETING PACKAGE 25 Typical automated service provider First service Triggering event
  • 26. EXAMPLE OF USE: : CHAINED SERVICES U.S. 10,015,321 sending incoming communication information to the first service, wherein the incoming communication information comprises at least a portion of the information associated with the incoming communication, and wherein the first service generates first service data in response to the incoming communication information; Typical automated service providers send data from all triggers to subsequent actions. NON-CONFIDENTIAL MARKETING PACKAGE 26 Incoming communication information sent to the first service The first service generates first service data in response to the incoming communication information Typical automated service provider
  • 27. EXAMPLE OF USE: : CHAINED SERVICES U.S. 10,015,321 routing the first service data to a second service of the plurality of services; and Typical automated service providers send data from all actions to subsequent actions. NON-CONFIDENTIAL MARKETING PACKAGE 27 First service data routed Second service Typical automated service provider
  • 28. EXAMPLE OF USE: : CHAINED SERVICES U.S. 10,015,321 invoking the second service of the plurality of services in response to routing the first service data to the second service, wherein the second service generates second service data. Typical automated service providers allow for multiple actions to be chained in a workflow, routing data between all triggers and actions. NON-CONFIDENTIAL MARKETING PACKAGE 28 Typical automated service provider In response to routing the first service data to the second service Invoking the second service Second service data
  • 29. NON-CONFIDENTIAL MARKETING PACKAGE 29 COMBINED SERVICE ACTIONS TECHNOLOGY U.S. Patent No. 9,883,048
  • 30. COMBINED SERVICE ACTIONS ▪ This patent applies to automated service chains starting from a communication event with multiple services being combined. ▪ Examples of automated service providers include: ▪ Zapier ▪ Microsoft Power Automate ▪ Messagebird Flow Builder ▪ Twilio Studio NON-CONFIDENTIAL MARKETING PACKAGE 30
  • 31. PATENT PORTFOLIO: COMBINED SERVICE ACTIONS NON-CONFIDENTIAL MARKETING PACKAGE 31 ➢ The Chained Services technology is protected by U.S. Patent No. 9,883,048. ➢ Early priority date of October 2013. ➢ Long patent term lasts until 2033. Coverage Map
  • 32. EXAMPLE OF USE: : COMBINED SERVICE ACTIONS ➢ The following slides demonstrate a current use of the technology by comparing claim 1 of the U.S. 9,883,048 patent to a typical service automation provider.  Note: This example is not intended to apply to any particular product or service and does not constitute notice of infringement with respect to any particular product or service. This example should also not be construed as legal advice relating to the patents or their potential application.  Detailed claim charts are available upon request. NON-CONFIDENTIAL MARKETING PACKAGE 32 Typical automated service provider U.S. 9,883,048
  • 33. EXAMPLE OF USE: : COMBINED SERVICE ACTIONS U.S. 9,883,048 1. A method of combining partial functionality across a plurality of applications to create a new service, the method comprising: Typical automated service providers combine actions from multiple services to create new services. NON-CONFIDENTIAL MARKETING PACKAGE 33 Typical automated service provider Plurality of service actions New service
  • 34. EXAMPLE OF USE: : COMBINED SERVICE ACTIONS U.S. 9,883,048 receiving, by a unified services platform system, a definition of a service for each of a plurality of application service provider systems; Automated service providers are unified services platforms that receive definitions of services for third-party services. NON-CONFIDENTIAL MARKETING PACKAGE 34 Typical automated service provider Receiving definitions of services
  • 35. EXAMPLE OF USE: : COMBINED SERVICE ACTIONS U.S. 9,883,048 receiving one or more definitions of actions for each service for each of the plurality of application service provider systems, wherein the actions comprise responses to triggering events occurring for a telephone number; Each service on an automated service platform has one or more actions. These actions may respond to triggering events occurring for a telephone number. NON-CONFIDENTIAL MARKETING PACKAGE 35 Typical automated service provider Definitions of actions Response to triggering event with telephone number
  • 36. EXAMPLE OF USE: : COMBINED SERVICE ACTIONS U.S. 9,883,048 testing each triggering event and corresponding action in a test environment to generate a response; storing an indication of the triggering event, the corresponding action, and the response from the testing; Typical automated service providers test and store each triggering event and actions in a test environment and generate a response. NON-CONFIDENTIAL MARKETING PACKAGE 36 Typical automated service provider Testing Response
  • 37. EXAMPLE OF USE: : COMBINED SERVICE ACTIONS U.S. 9,883,048 identifying individual actions associated with each of the services associated with the plurality of application service provider systems; Each service on an automated service platform has one or more actions. NON-CONFIDENTIAL MARKETING PACKAGE 37 Typical automated service provider Actions
  • 38. EXAMPLE OF USE: : COMBINED SERVICE ACTIONS U.S. 9,883,048 combining, by the unified services platform system, two or more individual actions from different services provided by different application service provider systems, wherein combining the two or more individual actions comprises: receiving, by the unified services platform system, a request from a subscriber associated with a telephone number to combine the two or more individual actions; Typical automated service providers combine multiple actions in a multi-step workflow. Subscribers who start with a communication event trigger are associated with a telephone number. NON-CONFIDENTIAL MARKETING PACKAGE 38 Typical automated service provider Combining two actions Request to combine from subscriber with telephone number
  • 39. EXAMPLE OF USE: : COMBINED SERVICE ACTIONS U.S. 9,883,048 generating, by the unified services platform system, routing and integration data for the two or more individual actions; and Typical automated service providers generate routing and integration data for the combined actions. NON-CONFIDENTIAL MARKETING PACKAGE 39 Typical automated service provider Generating routing and integration data
  • 40. EXAMPLE OF USE: : COMBINED SERVICE ACTIONS U.S. 9,883,048 activating the new service for the subscriber, wherein the new service includes the routing and integration data generated by the unified services platform; and forming a new service based on the combining. Automated service providers form and activate a new service with the combined actions and the routing and integration data. NON-CONFIDENTIAL MARKETING PACKAGE 40 Typical automated service provider New service Routing and integration data Activating
  • 41. NON-CONFIDENTIAL MARKETING PACKAGE 41 GROUP SERVICE ACTIVATION TECHNOLOGY U.S. Patent No. 9,883,047
  • 42. GROUP SERVICE ACTIVATION ▪ This patent applies to service activation based on groups of telephone numbers for a network provider. ▪ A first service may be activated for the entire group of telephone numbers. ▪ A second service may be activated for an individual telephone number. ▪ Examples of network providers include: ▪ Twilio ▪ RingCentral ▪ Vonage ▪ Verizon NON-CONFIDENTIAL MARKETING PACKAGE 42
  • 43. PATENT PORTFOLIO: GROUP SERVICE ACTIVATION NON-CONFIDENTIAL MARKETING PACKAGE 43 ➢ The Group Service Activation technology is protected by U.S. Patent No. 9,883,047. ➢ Early priority date of October 2013. ➢ Long patent term lasts until 2033. Coverage Map
  • 44. REPRESENTATIVE CLAIM: GROUP SERVICE ACTIVATION U.S. 9,883,047: Claim 1. A method of provisioning a service for use with a group plan, the method comprising: receiving, by a unified services platform system, a subscription request for a service for a group plan, wherein the group plan comprises a plurality of telephone numbers, wherein each telephone number of the plurality of telephone numbers is associated with a subscriber, and wherein the service is provided by a third party application service provider system; sending, by the unified services platform system, an activation request for the group plan to the third party application service provider system, receiving an activation response from the third party application service provider system; associating the service with each telephone number of the plurality of telephone numbers; providing access to the service for each telephone number based on the associating; receiving, by the unified services platform system, a subscription request for a second service from a subscriber associated with a first telephone number of the plurality of telephone numbers, wherein the second service is provided by a second third party application service provider system; sending, by the unified services platform system, a second activation request for the service to the second third party application service provider system; receiving a second activation response from the second third party application service provider system; associating the second service with the first telephone number; and providing access to the second service for the first telephone number based on the associating. NON-CONFIDENTIAL MARKETING PACKAGE 44
  • 45. NON-CONFIDENTIAL MARKETING PACKAGE 45 SERVICE ACTIVATION TECHNOLOGY U.S. Patent Nos. 9,210,254 and 9,742,926
  • 46. SERVICE ACTIVATION ▪ These patents apply to activating a third-party service for a telephone subscriber to a network provider using an ID associated with the telephone number as a username. ▪ Examples of network providers include: ▪ Twilio ▪ RingCentral ▪ Vonage ▪ Verizon NON-CONFIDENTIAL MARKETING PACKAGE 46
  • 47. PATENT PORTFOLIO: SERVICE ACTIVATION NON-CONFIDENTIAL MARKETING PACKAGE 47 ➢ The Chained Services technology is protected by U.S. Patent Nos. 9,210,254 and 9,742,926. ➢ Early priority date of October 2013. ➢ Long patent term lasts until 2034. Coverage Map
  • 48. REPRESENTATIVE CLAIM: SERVICE ACTIVATION U.S. 9,210,254: Claim 7. A method comprising: providing a first service to a first user by a first provider, wherein the first service is telephone service, and wherein the first user has a first telephone number; receiving a request to provision a second service for the first user, wherein the second service is provided by a second provider, and wherein the second provider is different than the first provider; responsive to receiving the request: creating a mapping from the first telephone number to a second identifier (ID), wherein the second ID is utilized by the second provider to identify the first user; activating the second service with the second provider utilizing the second ID as a user ID for the first user; and associating the second service with the first telephone number, wherein the first telephone number is associated with routing and interworking data necessary to utilize the second service. NON-CONFIDENTIAL MARKETING PACKAGE 48
  • 49. NON-CONFIDENTIAL MARKETING PACKAGE 49 TIERED SERVICES TECHNOLOGY U.S. Patent Nos. 8,509,226 and 9,210,276
  • 50. TIERED SERVICES NON-CONFIDENTIAL MARKETING PACKAGE 50 ▪ These patents apply to network providers who offer tiers of services to downstream resellers and automatically select the lowest cost service when a tier is selected. ▪ Examples of network providers with reseller programs include: ▪ Twilio ▪ RingCentral ▪ Vonage ▪ Verizon
  • 51. PATENT PORTFOLIO: TIERED SERVICES NON-CONFIDENTIAL MARKETING PACKAGE 51 ➢ The Chained Services technology is protected by U.S. Patent Nos. 8,509,226 and 9,210,276. ➢ Early priority date of August 2012. ➢ Long patent term lasts until 2032. Coverage Map
  • 52. REPRESENTATIVE CLAIM: TIERED SERVICES U.S. 8,509,226: Claim 1. A system for managing a Voice over Internet Protocol (VoIP) network, the system comprising: a database; and a server coupled to the database; wherein the server is configured to: aggregate a plurality of services of a first type, wherein at least a portion of the plurality of services are procured from one or more vendors; group the plurality of services into two or more tiers; and provide access to the two or more tiers to downstream resellers providing VoIP service including at least a first reseller and a second reseller, wherein at least a portion of a plurality of services of a first type are supplied by the first reseller; wherein the second reseller has access to a service of the first type through at least two separate paths, and wherein the server is configured to automatically select a path with a lowest cost for the first service. NON-CONFIDENTIAL MARKETING PACKAGE 52
  • 53. ➢ Cascades Ventures reserves the right to accept a bid at anytime. ➢ We will keep all parties who have notified us of their interest in submitting a bid, or who have submitted a bid, reasonably informed throughout the process. ➢ Any bids or questions about this offering should be directed to: Mark Magas Director, Cascades Ventures mmagas@cascadesventures.com (847) 656-3560 NON-CONFIDENTIAL MARKETING PACKAGE 53 BIDDING PROCESS Unified Cloud Services Platform Patent Portfolio