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Ftf pitch deck june 2014
1. Consumers drive the earnings of most companies
Analysts at banks get sales reports after the event
Consumers can be leading indictors of stock performance
Collectively we can outperform the market
2. Conclusion
There has to be a better way, where investors get a fairer deal and the fund managers are compensated on
creating real returns. We have had the banking fallout, the fund industry is next
Problem
Billions paid into Pension, Mutual & Investment Funds monthly. The majority underperform the market
99% of individuals can’t name their fund, its manager and performance last month
Through inertia, investors lose billions in lost returns Investors are charged regardless of performance The traditional industry is boring and unengaged
3. This is the crowd that drive the underlying companies earnings
Rationale
Explosion of available information and technology, consumers can be leading indicators of stock performance
Who knows better or first, how or is performing?
A shopper who visits the store each week, who can see any change in footfall or product offering in real time
A student changing from one brand of mobile phone to another, along with their friends
Or
An Analyst at a traditional fund who receives a sales report at the end of each quarter or year
4. Thousands of passionate stock
pickers compete to create the
best portfolio and win cash prizes
Top performers stock selections
are used to construct our
Investment / Mutual fund (s)
We share revenue, with the top
performers to retain talent
Solution
Stock pickers on our site are proven to outperform the market
Crowd Sourced Stock Mutual & Investment Funds
Retail investors invest in the funds
We make the process
1. Secure & Transparent
2. Easy
3. Social
4. Engaging
5. Online Wealth Management
$1 billion under management,
60% growth in last quarter
Peer to Peer Trading
3 million users, 128 million copied
trades, $400 billion in nominal
value traded
Market Validation
We combine two successful products into one great product
Individuals trust the stock trading ideas of their peers?
YES
Individuals make investments into funds using online portals?
YES
6. The Mutual Fund Market
inflows each year
USA – 45% of households own a
mutual fund – $13 trillion market
India – Market expected to double
in size in next 5 years to $300 bn
Europe – European governments
are actively encouraging long term
savings
USA
$184
billion
India
$41 billio Europe
€87
billion
7. Product
Beat The Nifty
The Indian portal is live and branded
to local preferences
The same trading architecture will be used to launch
the USA and European portals, with a western
branding
Follow That Fund
8. TOP PERFORMERS
COMPENSATED with
a % of the fees we
earn, invested into the
fund to retain their
talent. We will also
launch the USA and
European Funds
WITH A 2 MONTH
SOFT LAUNCH we
have over 2,000
users. We have
signed a joint
venture with a large
Indian broker and
media group, and are
in discussions with
fund administrators
WITH 12 to 15
MONTHS OF TRACK
RECORD we will
launch a regulated
fund that individuals will
be able to invest in,
and track online.
Along with a social
framework for investors
to interact with the top
performers
TECHNOLOGIES
BUILT to track traders
performance within a
framework that is
simple to use and
hard to manipulate
Traction & Business Model
WITH 9 MONTHS
OF TRACK RECORD
we will launch the
fund concept, both to
stock pickers and to
investors
9. Revenue
202
Target of $4 Billion Under
Management
First Full Year with $25 Million
Under Management
201
6
Target $5 billion+ AUM by 2020
1% Management Fee
Performance Fee for returns above the market
$50 million reoccurring management fees
$25 - $50 million in performance fees
$75 - $100 million in NET revenue annually
Cost of sales circa 15 - 20% of gross
Conservative forecastTarget $1 billion+
$15 - $20 million Conservative forecast
Justification – Etoro is executing over 50 million trades pa, with a nominal value
in excess of $100 billion. Wealthfront’s AUM, grew in 2013 from $100m to
$500m, and in 2014 from $500m – $1 billion. Its target is $100 billion by 2025
10. Direct Indirect
Focused on a brokerage business model, and their
current platform would not allow them to replicate our
fund
Competitors
No direct competitors & no other virtual portfolio portals use the same logic
All of our indirect competitors have accelerating traction and show huge opportunity for growth
Legacy portal, badly executed
Focused on sector and niche trading ideas.
Does not track individual traders performance.
Acts as an intermediary / fund manger for other
fund providers and does not manage its own
funds. Would be an ideal distribution partner
11. Sagar Vadher
CTO
10 years working for some of Europe's leading
technology companies (SITEL & Lastminute)
Msc Electronic and Electrical Engineering
Mehul Patel
CEO
7 years equities portfolio manager
FCA & IMC Registered
Bsc Investment & Financial Risk Management
Finance Contacts
Fund Managers
BOE Approved
FCA Approved
Team
12. Investing
Money raised will be used
to launch USA and
European portals
£250k @ 10%
Post Valuation
10%
Reserve
25%
Production
50% Salaries
15%
Advert
& PR
£250k @ 10%
Post Valuation
£250k @ 10%
Post Valuation
£250k @ 10%
Post Valuation
13. Company Description Started Users Traction Funding
Etoro Social Trading
Users Copy Others Users Trades
2007 3 million Registered Users
250k Active Copy Traders
125 million Copied Trades
$400 billion In Trades
$34 million
Spark Capital
BRM
Guy Gamzu
Social Leverage
Jonathan Kolber
Lending Club USA Peer to Peer Lending
Individuals Lending to Other Individuals
2007 150k Lenders
150k Borrowers
$4 billion In P2P Loans
Growing Quick $250m PM
$250 million +
Google Ventures $125 million
DST Global
Foundation Capital
Kleiner Perkins Caufield * Byers
Union Square Ventures
Norwest Venture Partners
Canaan Capital
Wealthfront USA Online Investment Manager
Directs Users to Investment Funds & ETFS
2011 15k Live Portfolios $1 billion + AUM
Average Account 80k
User base Growing 20% PM
$70+ million
Index Ventures
Social+Capital Partnership
Reid Hoffman (LinkedIn)
Greylock Partners
DAG Ventures
Prosper USA Peer to Peer Lending
Individuals Lending to Other Individuals
2006 2.2 million Users $1 billion In P2P Loans $100+ million
Blackrock
Sequoia Capital
Draper Fisher Jurvetson
Crosslink Capital
Accel Partners
CompuCredit
TomorrowVentures
Tim Draper
ZOPA UK Peer to Peer Lending
Individuals Lending to Other Individuals
2005 50k Lenders
80k Borrowers
£550 million in P2P Loans £20+ million
Arrowgrass Capital
RIT Capital Partners Benchmark Capital
Wellington Partners
Covestor Online Investment Manager
Discovers Smaller Emerging Money Managers
2006 15k Registered Users $20+ million AUM $28 million
Spark Capital
Amadeus Capital
Bay Partners
Union Square Ventures
Nutmeg Online Investment Manager
Directs Users to Investment Funds & ETFS
2011 10k Live Portfolios
25k Registered Users
£100+ million AUM £10+ million
Pentech
Armada Investment Tim Draper
Funding circle Peer to Business Lending
Individuals Lending to Existing Businesses to Expand
2010 73k Registered Lenders £300 million Lent to Businesses $58 million
Union Square Ventures
Ribbit Capital
Motif Investing USA Innovative Stock Broker 2010 100k Registered Investors Investment Advisors
Executing Client Funds
$86 million
Goldman Sachs
JP Morgan
Foundation Capital
Balderton