Acorns Grow Australia from acorns mighty oaks do grow Proprietary - - PowerPoint PPT Presentation

from acorns mighty oaks do grow Acorns Grow Australia

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Acorns helps people find money & invest for the future.

• Father & Son founded business in 2012
• Acorns Inc and Instreet Investment Limited have set up a JV – Acorns Grow

Australia Limited

• App (iOS & Android) and Web app went live February 2016 in Australia

Introduction

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The Problem – Investing is complicated

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Investing is a

BIG

Decision

Legacy Brokerage Platforms Expensive Fees Large Monetary Commitment Require Financial Analysis Expertise Cumbersome Tools Countless Number of Investment Vehicles

The Acorns Solution – simplifies the problem

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Make It a

small

Decision

Mobile-First Investment Platform Simple Fees Micro-Investing Modern Portfolio Theory Intuitive Tools 5 Risk-Adjusted Portfolios

Found Money Recurring Lump Sums

set it and forget it, save automatically any amount at any time

• n a daily, weekly, or monthly basis

transform rewards to investable cash

Round-Ups

4 Easy Ways to Save & Invest

5 Intuitive and Risk-Adjusted Portfolios

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Conservative Aggressive

Simple Pricing

For Accounts $5k+

• r

0.275% /yr

For Accounts Under $5k

$1.25/mo

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Market Data Apps Email Service Web App AML/CTF Electronic Transfers Bank account aggregation Analytics 3rd party system monitoring

Rapid growth in user base

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90,000

Sign Ups

50,000

Investment Account

40,000

Active Investors 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000 100,000

Acorns demographics

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18-24 25-34 35-44 45-54 55+

18% 16% 49% 22% 7% 3% 48% 23% 10% 3%

Cost per paying customer

$ 5.20 $ 8.50

Having gathered strong interest, we are in the process of signing up super funds. Getting user base ready for integration, with informational marketing material.

ETA July 1st 2016

Acorns is currently working on integrating BPAY with Acorns. This will give Acorns customer the option to make voluntary contributions to their super, through Acorns.

found money

Found Money will launch in Q3 2016. Here is how you get involved:

• 1. Cash Forward - build loyalty or acquire customers by making an investment

into the future of our customers (e.g. give $1 for every $20 spent with your brand

• r give $5 for becoming a new customer of your brand)
• 2. Sponsored Month - build brand equity and loyalty by paying our customer’s monthly

Acorns fee ($1.25/month)

The process will be seamless as a result of our offer platform, transaction level data, and marketing capabilities

US Found Money trial with 1800-Flowers Found Money has been trialled in the US with great success, in both reception from user base, and increase in spending activity with brand partners.

found money

Acorns has already began trialling found money in Australia in partnership with Football Federation Australia. Acorns customers were offered $20 to be invested back into their Acorns account when they buy any qualifying Socceroos ticket for the recent matches against Greece. Feedback has been positive and whilst we are still awaiting full results the trial promises to be a good proof of concept.

for your time.

from acorns mighty oaks do grow

Thank you

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