WEALTHMAN

Pre-Seed investment opportunity executive summary Wealthman Inc., a UK-based fintech company in the wealth management marketplace industry is pleased to present an equity stake acquisition opportunity on our Pre-Seed round. Market opportunity: Customer acquisition market volume in wealth management industry is expected in amount of $12.8 bln. in 2018, and $19.4 bln. in 2019. Cost of robo-advisor customer acquisition (“CAC”) is in the range of $600 to $1000 in US and $400 in UK. Changing th... e model of customer acquisition from advertising and branding service to SEO & branding marketplace can reduce the CAC 70% and more. Company solution: The web-based marketplace of wealth management services that connects investors with robo- or human advisers. The solution is designed to acquire investors at a reduced cost via SEO promotion, smart targeting and to engage investors in a repeated purchases. Business model: Company’s distribution channel is designed for small&mid-sized robo-advisors and wealth managers serving English-speaking mass-affluent customers. Company acquires customers at a reduced cost and resell them through marketplace at a market-average fixed price or at constant payment of 20% of wealth manager’s revenue annually. Sales strategy: Go-to-market strategy encompasses the following activity: - Quite period, 3Q 2018: Introduction $10k promotion budget for the first 30 human and digital advisors by direct offering or tightly targeted online promotion; - First sales, 4Q 2018: Investors attraction via CPA, SEO traffic, Email marketing and targeted Ad campaign. Product-market-fit activity. - Expansion 2Q 2019: Focus on branding, SEO and marketplace gamification to reduce cost of traffic and grow repeat sales. Sales target for 2019 is $1.1 mln. Competition: Potential competitors are AMX and Phitoken, although their solutions are still not production ready. Current competitors are traditional Big Data targeting services. Projections: Sales targets are $1.1 mln.in 2019, $7 mln.in 2020, $24 mln. in 2021. Key assumption is robo-advisor penetration will grow on 0.37% in 2019, 0.47% in 2020, 0.5% in 2021. Investment opportunity The project represents an outstanding opportunity to realize significant capital growth by 2019. Equity injection of $200.000 will provide a 10% participation rate in the expected Company valuation of $10mln at 2019. The shareholders are looking for co-investors that will participate in Pre-seed funding the marketing costs and software development.More