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Meet Voleo Corpora porate Presenta ntation tion August 2018 - PowerPoint PPT Presentation

Meet Voleo Corpora porate Presenta ntation tion August 2018 Certain statements contained in this presentation constitute forward-looking statements and forward-looking information (collectively referred to herein as "forward-looking


  1. Meet Voleo Corpora porate Presenta ntation tion August 2018

  2. Certain statements contained in this presentation constitute forward-looking statements and forward-looking information (collectively referred to herein as "forward-looking statements") within the meaning of applicable Canadian securities laws. Such forward-looking statements relate to future events or Voleo’s future performance. All statements other than statements of historical fact may be forward-looking statements. Such forward-looking statements are often, but not always, identified by the use of words such as "seek", "anticipate", "budget", "plan", "continue", "estimate", "expect", "forecast", "may", "will", "project", "predict", "potential", "targeting", "intend", "could", "might", "should", "believe" and similar expressions. These statements involve known and unknown risks, uncertainties and other factors that may cause actual results or events to differ materially from those anticipated in such forward-looking statements. Voleo believes the expectations reflected in those forward-looking statements are reasonable but no assurance can be given that these expectations will prove to be correct and such forward-looking statements included in this presentation should not be unduly relied upon. These forward-looking statements speak only as of the date of this presentation or as of the date specified in the documents incorporated by reference, as the case may be. In particular, this presentation contains forward-looking statements pertaining, but not limited to: statements about anticipated future expenses, the sufficiency Forward- of the Voleo’s working capital, Voleo’s business objectives and plans, the completion of future financings, and the use of financing proceeds contain forward- looking information. By its nature, forward-looking information involves known and unknown risks, uncertainties and other factors which may cause actual results, performance or achievements, or other future events, to be materially different from any future results, performance or achievements expressed or looking implied by such forward-looking information. Such factors include, among others, the following risks: the need for additional financing; operational risks associated with a start-up technology business; reliance on key personnel; the potential for conflicts of interest among certain officers, directors or promoters with certain other entities; the absence of dividends; competition; dilution; the inability to obtain regulatory approvals; the impact of government regulations in statement Canada and the United States; the impact of general economic conditions; changing domestic and international industry conditions; the ability of management to implement its operational strategy; the ability to attract qualified management and staff; regulatory risks; financing, capitalization and liquidity risks, including the risk that the financing necessary to fund operations may not be obtained; and the additional risks identified in the “Risk Factors” section of Voleo’s MD&A or other reports and filings with the TSX Venture Exchange and applicable Canadian securities regulators. In addition, forward-looking information is based on various assumptions including, without limitation, the expectations and beliefs of management, including that the Company can access financing; the timely receipt of governmental approvals, including the receipt of approval from regulators in jurisdictions where the Company may operate; the timely commencement of operations and the success of such operations; and the ability of the Company to implement its business plan as intended. Should one or more of these risks and uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in forward-looking information. Forward-looking information is based on management's beliefs, estimates and opinions on the date that statements are made and the Company undertakes no obligation to update forward-looking information if these beliefs, estimates and opinions or other circumstances should change, except as required by applicable securities laws. Investors are cautioned against attributing undue certainty to forward-looking information. 2

  3. Vol oleo is o is a an estab ablis lished hed fin inanci ncial al techno hnolo logy y com ompany any develo lopi ping ng mob obil ile in investing ting applic lication tions Solid Technology Four years of developme pment nt into iOS, Android and web applications by an experience ced, in-house financial software te team Introducing Credible Foundation Voleo Collaborated with Nasd asdaq and TMX Gro roup FINRA licensed bro roker er dealer across the US Sizable Markets Scalable B2C plat atform form in America Inte tern rnati ational al B2B pipeline with white-label platform Global cryptocurr rrency y markets ets will rapidly expand current brokerage infrastructure 3

  4. Web and mob obil ile apps s that t democr ocrati tize ze in investi ting, ng, makin ing g it it fun & & accessi cessibl ble ▪ Voleo is capitalizing on the opportunity to: ▪ rebuild d trust t with consu sumer mers ▪ empower er them as as retail l invest stors ors Our story ▪ ride the mobil ile e wave ▪ leverage ge soci cial al media with gamific ification tion ▪ Financial institutions see value in our platform as a tool for engagement and retention, plus new channel for acquisition ▪ Standalone cryptocurrency platform is in development, leveraging Voleo’s patent 4

  5. Vol oleo co o combin ines es: Voleo’s ecosystem 5

  6. Fan anta tasy sy fo footba tball ll of inves esting ting Impro provin ing finan ancia ial l liter erac acy Versa rsatil ility Customers can open individual accounts Voleo’s product evolution serves to Voleo provides value to both new or create clubs of up to 100 users to pool help people invest smarter and easier investors and experienced traders their money and invest together with those they trust What makes us unique Strong rong partn tnersh ship ips Comple plete e flex exibili bility Mar arketin ing to tool ol FINRA member, introducing broker-dealer Extensive in-app and integration Acquisition and retention channel where in all US states; we are recognized for our customization capabilities available customers become advocates, authentically introducing their network relationships with Nasdaq and TMX Group for financial institution partners 6

  7. Millennials and Generat ation Z w want to to make their money work fo for them, yet et see traditi tion onal investing options as… x Intimidating and inaccessible x Difficult to do alone x Time-consuming Current x Expensive environment Consume mers rs expect: t: ✓ Product offerings that are user-friendly ✓ Pricing that is accessible ✓ Educational tools that are relevant ✓ Digital experiences that are trustworthy 7

  8. of millennials put of millennials are 86% 86% 67% 67% unhappy with how money aside each they currently invest month ers sumers Investi esting ng is the most st engagi ging ng financial ncial to topic ic on social media, ▪ onsum followed by loans & mortgages, banking and peer-to-peer payment Con More consumers than ever before are banking g digitally tally ▪ Millennials in particular seek digita tal-fir first st platforms ▪ Market trends Banks and other financial institutions ▪ ks are seeking ways to evolve their digital Banks offerings Large banks such as JP Morgan ▪ Ba Chase are investing ting in exter ternal nal fintech ech solutions tions JP Morgan Chase Strategic Update, 2018 8 Millennials + Money: The Unfiltered Journey, Facebook IQ https://www.jpmorganchase.com/

  9. 75M millennials and university students 1 in 20 families 43M self-directed have over $1m in investors investable assets US market Market size as entryway 20M Americans invested together in 10M professional the 1990s women in US (teams and colleagues) 9 Pop Finance: Investment Clubs and the New Investor Populism, Brooke Harrington US Data & Statistics, https://www.usa.gov/statistics

  10. nce Focus us Self lf-Dir irec ected ed Trad ading ing Platf atform orms rience ing Experie Them ematic tic Investin ting esting Mobile Invest Gamif ifie ied d Trad ading ing investing landscape Copytrad rading ing Platf tform orms Ro Robo bo Ad Advisor isors Inves estm tment t Social cial Med edia Commun munit ity y Eng Engagement agement Focus 10 Company data, Crunchbase

  11. Strong “ Nasd asdaq is a strong supporter endorsements of financial literacy and our collaboration with Voleo to help retail investors understand and participate in the markets is another step forward. Oliver Albers Global Head of Strategic Partnerships 11

  12. All while… 2. Invite friends, family, ✓ Seeing encouraging notifications colleagues, teammates to join ✓ Accessing marketing content 3. Deposit funds; set up ✓ Receiving tips and tricks reoccurring contributions User journey ✓ Consuming educational content ✓ Following leaders 4. Propose trades ✓ Measuring performance ✓ Participating in discussion 5. Discuss and vote to send ✓ Reviewing help files the trade to market 6. Compete, discuss, compare, learn, earn, repeat! 12

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