Our Investment Opportunities – Project Code Name: “BULLET”

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Robo Advisor for a Digital Pension Management

Project code name “BULLET”

USD 1.6M sales in 2016

Worldwide

USD 4M Fund Raising

Minority

“BULLET” consists in financing the further development of a unique Digital Pension platform through an innovative robo-advisor. The business is already up and running with regulatory licenses in Hong Kong, UK & Australia, and +USD 50m in Assets Under Management.

 

Key investment considerations

     

    1. Invest in an existing Digital Wealth & Pension platform

    • 2016 Revenues = USD 1.6M (first full year of operations)

     

    2. Scalable business model with recurring revenues

    • Business Model based on transparent and competitive fees
    • A complete range of advisory services with an innovative robo-advisor underpinning the business through proprietary algorithms to optimize portfolio acquisition
    • User friendly UX / UI to optimize client experience
    • Sticky AUM: Average 3x higher per client than competitors today

     

    3. A team with recognized expertise & experience in the Fintech

    • Founders with track record in finance & marketing
    • Executive team with skills in wealth management & IT
    • Already 18 employees in 3 countries

     

    4. Solid development strategy

    • International expansion : scaling up
    • Cross channel marketing strategy to reach expatriates
    • Deployment of UK & Australian domestic markets

     

    5. Realistic & attractive BP

    • Key metrics: LTV / CAC ~ 6x & up to 64% Gross Margin
    • 2020 = USD 17.1M obj. / EBITDA = 3.6M
    • USD 4M fundraising to boost client acquisition (sales & marketing)/li>

     

    6. UK & Australian pension markets = USD 4 500 Bn assets

    • UK & Australia = 32% of total pension assets market, excluding US
    • Unique positioning: multi-location & focused target customers