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A Social Medium for the Stock Market
Investors’ use of online & social resources:

90M                       people seek stock information and guidance online monthly1



70M                       personal online brokerage accounts worldwide2



1.5M                       retail trades made online every day3



70%                        of retail investors get trading ideas from their personal network1


 1. Board of Governors of the Federal Reserve System, "2007 Survey of Consumer Finances“
 2. Tower Group, Morgan Stanley,
 3. Sanford Bernstein
People everywhere have tradable information

    “Lots of rain + sunshine this year, wheat crops looking as good as 2003.”

    “Reading NEJM – Pfizer’s cancer drug will be too toxic for FDA approval”

    “Can’t keep Lululemon products in stock – sold out everywhere!”

    “Dell 10Q: inventories are 4% higher than last quarter. Buying July puts.”

    “Toyotas coming into my auto shop with brake pad problems again.”


    But there’s nowhere to credibly
     share it with fellow investors
The Problem: Investing is a social
activity without a good social platform
Why?

 Investing sites’ social tools and   Social sites are not used – by people
   communities are primitive         or by companies – to discuss stocks




    No site provides market data and
           modern social tools
Meet Stockr




 Stockr unlocks this unique information by providing a modern social
 platform specifically for investors
Experts emerge and share their thoughts.
                                    Members benefit.




Craig Coblenz                       Francisco Diaz-Mitoma
Former Sales Director of Facebook   Founder of Titan Gaming
                                    on $ZNGA
on $FB
Stockr: “A Bloomberg for the masses”


                                                                          5
     1
                             3
                                               4
                                                                         2



1.   Newsfeed – real-time updates from people, publications & companies you follow
2.   Follow Recommendations – discover relevant investors and companies
3.   Watchlist – 5-minute delayed quotes on companies from your curated list
4.   Customized Market News – from 900+ sources, tagged by public company
5.   Chart and Company Fundamentals – the standard data points investors look for
In the words of others…
         “One of 4 financial technologies reinventing finance from LA, not NY” Tim Lloyd




         “Stockr is entering the market at the right time – a time in which more options are needed.
         The financial social media space may still be in its infancy, but it’s heading in the right
         direction.” Tom Johansmeyer




         “Whereas Yahoo! Finance gives a quick, static snap shot with little way to directly
         communicate with other (often anonymous) users and message boards are relics from the
         1990s, the Stockr platform is an in-depth, real-time, more sophisticated deep dive.” Lori
         Kozlowski



         “Stockr lets users create a watchlist of their favorite stocks, get feeds of news about the
         companies that they’re interested in, and follow the comments of users that they’ve chosen
         to follow. But the big differentiator is its use of social commenting, which ties their
         contributions to their identity.” Ryan Lawler
How We Monetize
“Data is the new oil.”
 -Andrea Weigend (Chief Scientist at Amazon)
Our Goal: Building the Investor Graph
            Francisco Diaz-Mitoma                      Mardo Iknadiossian
            Founder at Titan Gaming, Inc.              President of UCSB Investment Club


•   Follows 7 Consumer stocks               •   Follows 5 Consumer stocks
•   Follows 8 Technology stocks             •   Follows 2 Utilities stocks
•   Follows 4 Gaming stocks                 •   Follows 1 Gaming stocks

•   Follows 3 Small-Caps                    •   Follows 2 Small-Caps
•   Follows 3 Mid-Caps                      •   Follows 4 Mid-Caps
•   Follows 6 Big-Caps                      •   Follows 6 Big-Caps



Facebook & Google make $B collecting consumer/behavioral data

Stockr is uniquely positioned to collect investor/behavioral data
Revenue Model 1: Targeted Ads
                                              Invests in Industrials
Risk Profile                                                                                  Invests in Telecommunications

               Invests in Consumer Services                                     Invests in Consumer Goods

                                                   Portfolio Diversity
  Invests in Large Cap Companies                                                                                Active Traders Only
                                         Owns Companies:                         Performance



Advertisers target Stockr users per their investing interests

               Long Only Traders                              Invests in Small Cap Companies
                                                                                         Invests in Utilities
                                   Invests in Technology
Invests in Financials                                                                                   Portfolio Concentration
                                                                         Invests in Consumer Services
      Invests in Funds
                                       Buy And Hold Traders

Invests in Mid Cap Companies                                                                    Invests in Micro Cap Companies
                                                       Invests in Health Care
Revenue Model 2: Pay-to-Follow




The “unused capacity” model applied to information –
disrupting a $25 billion industry
•   Professionals worldwide have insights into companies and industries
•   Investors pay top dollar for differentiated, high-value information
•   Investment newsletters of dubious quality generate > $1 billion
•   Everyone likes making more money


Stockr will take a 30% cut of all payments
Revenue Model 3: Investor Relations
Over $6 billion spent annually on IR, nearly all                                           2


towards institutional investors

IR groups can take over their Stockr page to:

       Engage current/future shareholders

       See what the market is saying and
        thinking about the company’s stock
                                                                                               1

       Target users whose interests dovetail
        with the company’s profile




 1. Board of Governors of the Federal Reserve System, "2007 Survey of Consumer Finances“
 2. National Investor Relations Institute (NIRI) Annual Report, 2011
Team
   Vinny Jindal                                  Brendon Crawford
   -       Co-Founder, Chief Executive Officer   -   Co-Founder, Chief Technology Officer
   -       Former buy- and sell-side Analyst     -   60+ Launched Internet Products



   Tim Symington                                 Tim Arbuckle
   -       Co-Founder, Stockr and Virurl         -   Senior Engineer
   -       Product Manager                       -   Search, Tagging, Content Aggregation



   Brad Whitcomb                                 Eugene Kashpureff
   -       Senior Front-End Engineer             -   Infrastructure & Database Operations
   -       Django, CSS/HTML, JavaScript          -   System Administration



       Amber Henson                              Andrew Pevsner
       -    Community Manager                    -   Business Development and Marketing
       -    QA/Testing Specialist                -   Former LHP for LA Dodgers
Advisors

    M. Scott Havens                             Eric Frank
    -   President of The Atlantic Media Group   -   Fmr President of Investment and
    -   Fmr Head of BD at Yahoo! Finance            Advisory Division, Thomson Reuters




    Adam Townsend                               Craig Coblenz
    -   EVP & Head of IR at CBS                 -   Fmr Sales Director at Facebook
    -   Fmr Head of IR at E*Trade               -   Fmr VP of Sales at Cendant




    Todd Mackay                                 Mike Jones
    -   EVP of Corporate Dev’t at Alphabird     -   VP of Publisher Solutions at Yieldbot
    -   Fmr Treasurer & Head of BD, E*Trade     -   Fmr Director of Audience & BD at WSJ
Some open beta stats…
60%   of members have returned after signing up



50%   have re-visited at least 3 times



40%   have re-visited at least 6 times



40,000       pieces of content posted every day



20 Million            data points processed every trading day
Status
Raised Angel Round of $1.5M
Investors Include:
• Personal Capital, led by CEO Bill Harris
• Adam Townsend, EVP & Head of IR at CBS, former Head of IR at E*Trade
• M. Scott Havens, President of The Atlantic Media Group


User Acquisition Underway
•   Academic Investment Clubs – 10 on-boarded, more in pipeline
•   Investors Business Daily Readers & Meetup Members -- ongoing
•   Outreach to Long Tail
•   Content Syndication


Seeking $2-4M for growth
• Product Development
• Team Growth
Use of Proceeds
Product Development
          2013                     2014                          2015
        Company data       Yodlee/Intuit Integration    Peer-to-Peer Stock Exchange
      Logged-out view         In-Stream Trading        The “Stockr 100” Mutual Fund
      Trending/Recent       Targeted Adv Platform        Crowdfunding Marketplace
      LinkedIn Connect         Stockr App Store              Enterprise Product
        Pay-to-follow      Proprietary Pay-to-Follow   Myriad Uses of Aggregated Data
    Outbound content API



Team Growth
         Product                 Engineers                      Business
      Product Manager       Python/Django Devs          Publishers Relationship Mgr.
       Mobile Designer         Front-End Dev           E-Brokerage Relationship Mgr.
      Web App Designer         Data Scientist           Investor Relations Outreach
                              Mobile Engineer              Chief Financial Officer
                                                               Support Staff
Visit us at
www.stockr.com

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Stockr Investor Deck

  • 1. A Social Medium for the Stock Market
  • 2. Investors’ use of online & social resources: 90M people seek stock information and guidance online monthly1 70M personal online brokerage accounts worldwide2 1.5M retail trades made online every day3 70% of retail investors get trading ideas from their personal network1 1. Board of Governors of the Federal Reserve System, "2007 Survey of Consumer Finances“ 2. Tower Group, Morgan Stanley, 3. Sanford Bernstein
  • 3. People everywhere have tradable information “Lots of rain + sunshine this year, wheat crops looking as good as 2003.” “Reading NEJM – Pfizer’s cancer drug will be too toxic for FDA approval” “Can’t keep Lululemon products in stock – sold out everywhere!” “Dell 10Q: inventories are 4% higher than last quarter. Buying July puts.” “Toyotas coming into my auto shop with brake pad problems again.” But there’s nowhere to credibly share it with fellow investors
  • 4. The Problem: Investing is a social activity without a good social platform
  • 5. Why? Investing sites’ social tools and Social sites are not used – by people communities are primitive or by companies – to discuss stocks No site provides market data and modern social tools
  • 6. Meet Stockr Stockr unlocks this unique information by providing a modern social platform specifically for investors
  • 7. Experts emerge and share their thoughts. Members benefit. Craig Coblenz Francisco Diaz-Mitoma Former Sales Director of Facebook Founder of Titan Gaming on $ZNGA on $FB
  • 8. Stockr: “A Bloomberg for the masses” 5 1 3 4 2 1. Newsfeed – real-time updates from people, publications & companies you follow 2. Follow Recommendations – discover relevant investors and companies 3. Watchlist – 5-minute delayed quotes on companies from your curated list 4. Customized Market News – from 900+ sources, tagged by public company 5. Chart and Company Fundamentals – the standard data points investors look for
  • 9. In the words of others… “One of 4 financial technologies reinventing finance from LA, not NY” Tim Lloyd “Stockr is entering the market at the right time – a time in which more options are needed. The financial social media space may still be in its infancy, but it’s heading in the right direction.” Tom Johansmeyer “Whereas Yahoo! Finance gives a quick, static snap shot with little way to directly communicate with other (often anonymous) users and message boards are relics from the 1990s, the Stockr platform is an in-depth, real-time, more sophisticated deep dive.” Lori Kozlowski “Stockr lets users create a watchlist of their favorite stocks, get feeds of news about the companies that they’re interested in, and follow the comments of users that they’ve chosen to follow. But the big differentiator is its use of social commenting, which ties their contributions to their identity.” Ryan Lawler
  • 11. “Data is the new oil.” -Andrea Weigend (Chief Scientist at Amazon)
  • 12. Our Goal: Building the Investor Graph Francisco Diaz-Mitoma Mardo Iknadiossian Founder at Titan Gaming, Inc. President of UCSB Investment Club • Follows 7 Consumer stocks • Follows 5 Consumer stocks • Follows 8 Technology stocks • Follows 2 Utilities stocks • Follows 4 Gaming stocks • Follows 1 Gaming stocks • Follows 3 Small-Caps • Follows 2 Small-Caps • Follows 3 Mid-Caps • Follows 4 Mid-Caps • Follows 6 Big-Caps • Follows 6 Big-Caps Facebook & Google make $B collecting consumer/behavioral data Stockr is uniquely positioned to collect investor/behavioral data
  • 13. Revenue Model 1: Targeted Ads Invests in Industrials Risk Profile Invests in Telecommunications Invests in Consumer Services Invests in Consumer Goods Portfolio Diversity Invests in Large Cap Companies Active Traders Only Owns Companies: Performance Advertisers target Stockr users per their investing interests Long Only Traders Invests in Small Cap Companies Invests in Utilities Invests in Technology Invests in Financials Portfolio Concentration Invests in Consumer Services Invests in Funds Buy And Hold Traders Invests in Mid Cap Companies Invests in Micro Cap Companies Invests in Health Care
  • 14. Revenue Model 2: Pay-to-Follow The “unused capacity” model applied to information – disrupting a $25 billion industry • Professionals worldwide have insights into companies and industries • Investors pay top dollar for differentiated, high-value information • Investment newsletters of dubious quality generate > $1 billion • Everyone likes making more money Stockr will take a 30% cut of all payments
  • 15. Revenue Model 3: Investor Relations Over $6 billion spent annually on IR, nearly all 2 towards institutional investors IR groups can take over their Stockr page to:  Engage current/future shareholders  See what the market is saying and thinking about the company’s stock 1  Target users whose interests dovetail with the company’s profile 1. Board of Governors of the Federal Reserve System, "2007 Survey of Consumer Finances“ 2. National Investor Relations Institute (NIRI) Annual Report, 2011
  • 16. Team Vinny Jindal Brendon Crawford - Co-Founder, Chief Executive Officer - Co-Founder, Chief Technology Officer - Former buy- and sell-side Analyst - 60+ Launched Internet Products Tim Symington Tim Arbuckle - Co-Founder, Stockr and Virurl - Senior Engineer - Product Manager - Search, Tagging, Content Aggregation Brad Whitcomb Eugene Kashpureff - Senior Front-End Engineer - Infrastructure & Database Operations - Django, CSS/HTML, JavaScript - System Administration Amber Henson Andrew Pevsner - Community Manager - Business Development and Marketing - QA/Testing Specialist - Former LHP for LA Dodgers
  • 17. Advisors M. Scott Havens Eric Frank - President of The Atlantic Media Group - Fmr President of Investment and - Fmr Head of BD at Yahoo! Finance Advisory Division, Thomson Reuters Adam Townsend Craig Coblenz - EVP & Head of IR at CBS - Fmr Sales Director at Facebook - Fmr Head of IR at E*Trade - Fmr VP of Sales at Cendant Todd Mackay Mike Jones - EVP of Corporate Dev’t at Alphabird - VP of Publisher Solutions at Yieldbot - Fmr Treasurer & Head of BD, E*Trade - Fmr Director of Audience & BD at WSJ
  • 18. Some open beta stats… 60% of members have returned after signing up 50% have re-visited at least 3 times 40% have re-visited at least 6 times 40,000 pieces of content posted every day 20 Million data points processed every trading day
  • 19. Status Raised Angel Round of $1.5M Investors Include: • Personal Capital, led by CEO Bill Harris • Adam Townsend, EVP & Head of IR at CBS, former Head of IR at E*Trade • M. Scott Havens, President of The Atlantic Media Group User Acquisition Underway • Academic Investment Clubs – 10 on-boarded, more in pipeline • Investors Business Daily Readers & Meetup Members -- ongoing • Outreach to Long Tail • Content Syndication Seeking $2-4M for growth • Product Development • Team Growth
  • 20. Use of Proceeds Product Development 2013 2014 2015 Company data Yodlee/Intuit Integration Peer-to-Peer Stock Exchange Logged-out view In-Stream Trading The “Stockr 100” Mutual Fund Trending/Recent Targeted Adv Platform Crowdfunding Marketplace LinkedIn Connect Stockr App Store Enterprise Product Pay-to-follow Proprietary Pay-to-Follow Myriad Uses of Aggregated Data Outbound content API Team Growth Product Engineers Business Product Manager Python/Django Devs Publishers Relationship Mgr. Mobile Designer Front-End Dev E-Brokerage Relationship Mgr. Web App Designer Data Scientist Investor Relations Outreach Mobile Engineer Chief Financial Officer Support Staff

Notes de l'éditeur

  1. Add one more stat: 20% of all public stock held by, and daily trades made by, individual investors. Sources: FactSet and Russell Investments
  2. Change title to Dr. Velveth SchmitzChange companies behind to biotech and healthcare companiesChange title to Cardiovascular Surgeon, UCLA
  3. Throw a hover-overUnfollow and cursor onto ACADIA to show how easy it is to unfollow
  4. Add one more stat: 20% of all public stock held by, and daily trades made by, individual investors. Sources: FactSet and Russell Investments
  5. Add one more stat: 20% of all public stock held by, and daily trades made by, individual investors. Sources: FactSet and Russell Investments