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

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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


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SLIDE 1

Meet Voleo

Corpora porate Presenta ntation tion August 2018

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SLIDE 2

Forward- looking statement

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

  • f 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 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 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

  • ther 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

  • pinions on the date that statements are made and the Company undertakes no obligation to update forward-looking information if these beliefs, estimates and
  • pinions or other circumstances should change, except as required by applicable securities laws. Investors are cautioned against attributing undue certainty to

forward-looking information.

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Introducing Voleo

Vol

  • leo is
  • is a

an estab ablis lished hed fin inanci ncial al techno hnolo logy y com

  • mpany

any develo lopi ping ng mob

  • bil

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

Credible Foundation

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

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Our story

▪ Voleo is capitalizing on the opportunity to: ▪ rebuild d trust t with consu sumer mers ▪ empower er them as as retail l invest stors

  • rs

▪ 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

Web and mob

  • bil

ile apps s that t democr

  • crati

tize ze in investi ting, ng, makin ing g it it fun & & accessi cessibl ble

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SLIDE 5

Voleo’s ecosystem

Vol

  • leo co
  • combin

ines es:

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What makes us unique

Fan anta tasy sy fo footba tball ll of inves esting ting

Customers can open individual accounts

  • r create clubs of up to 100 users to pool

their money and invest together

Impro provin ing finan ancia ial l liter erac acy

Voleo’s product evolution serves to help people invest smarter and easier with those they trust

Versa rsatil ility

Voleo provides value to both new investors and experienced traders

Mar arketin ing to tool

  • l

Acquisition and retention channel where customers become advocates, authentically introducing their network

Comple plete e flex exibili bility

Extensive in-app and integration customization capabilities available for financial institution partners

Strong rong partn tnersh ship ips

FINRA member, introducing broker-dealer in all US states; we are recognized for our relationships with Nasdaq and TMX Group 6

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SLIDE 7

Current environment

Millennials and Generat ation Z w want to to make their money work fo for them, yet et see traditi tion

  • nal

investing options as… x Intimidating and inaccessible x Difficult to do alone x Time-consuming x Expensive 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

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Market trends

JP Morgan Chase Strategic Update, 2018

67% 67% 86% 86%

  • f millennials are

unhappy with how they currently invest

  • f millennials put

money aside each month

▪ Investi esting ng is the most st engagi ging ng financial ncial to topic ic on social media, followed by loans & mortgages, banking and peer-to-peer payment ▪ More consumers than ever before are banking g digitally tally ▪ Millennials in particular seek digita tal-fir first st platforms ▪ Banks and other financial institutions are seeking ways to evolve their digital

  • fferings

▪ Large banks such as JP Morgan Chase are investing ting in exter ternal nal fintech ech solutions tions

Millennials + Money: The Unfiltered Journey, Facebook IQ https://www.jpmorganchase.com/

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Ba Banks ks Con

  • nsum

sumers ers

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Market size

US market as entryway

75M millennials and

university students

43M self-directed

investors

1 in 20 families

have over $1m in investable assets

10M professional

women in US

20M Americans

invested together in the 1990s

(teams and colleagues)

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Pop Finance: Investment Clubs and the New Investor Populism, Brooke Harrington US Data & Statistics, https://www.usa.gov/statistics
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Mobile investing landscape

Invest esting ing Experie rience nce Focus us Commun munit ity y Eng Engagement agement Focus

Ro Robo bo Ad Advisor isors Copytrad rading ing Platf tform

  • rms

Self lf-Dir irec ected ed Trad ading ing Platf atform

  • rms

Them ematic tic Investin ting Inves estm tment t Social cial Med edia Gamif ifie ied d Trad ading ing

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Company data, Crunchbase
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SLIDE 11

Strong endorsements

Nasd asdaq is a strong supporter

  • f 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

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  • 2. Invite friends, family,

colleagues, teammates to join

  • 3. Deposit funds; set up

reoccurring contributions

  • 4. Propose trades
  • 5. Discuss and vote to send

the trade to market

All while…

✓Seeing encouraging notifications ✓Accessing marketing content ✓Receiving tips and tricks ✓Consuming educational content ✓Following leaders ✓Measuring performance ✓Participating in discussion ✓Reviewing help files

  • 6. Compete, discuss, compare,

learn, earn, repeat!

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User journey

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Product pillars

Business to Consumer Original Social Investing Application Business to Business

(Turn-Key White Label)

Outsourced Brokerage for Financial Institutions Business to Business

(Custom Integration)

Bespoke Solutions ▪ Retail investors ▪ Individual accounts ▪ Investment clubs ▪ Credit unions ▪ Community banks ▪ US financial institutions ▪ Tier 1 banks ▪ International financial institutions

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Cryptoleo:

Voleo’s powerful trading engine applied to crypto

▪ Regulatory uncertainty prevents trading of cryptocurrencies through traditional brokerages ▪ Challenging for ordinary people to build exposure to digital currencies ▪ Existing wallet interface offers a poor customer experience

E X C H A N G E / WA L L E T / G A M I N G E N D U S E R S Curren ent t adopt ptio ion

The Chasm sm

cryptoleo

▪ Enable people to to learn about t this exciting new space, and do so with their trust sted peers s ▪ Ac Accelerat ate the transit sition fro rom m early adopters rs to to early maj ajor

  • rity

and cross ‘the chasm’ ▪ Launching in C Canada 2018

Problem So Solutio ion

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Business to consumer “B2C”

Socia cial l Investi esting ng Applic ication tion for Beginners ners and Experience rienced d Traders rs ▪ Groups pool capital together and form investment clubs

▪ Provides a social experience and gamification of investing ▪ Individual accounts being added; users take part in larger community

▪ Democratically propose and vote on trades ▪ Engage with the broader community to learn and grow ▪ Fully flexible and easy to use

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Proven traction B2C Beta

▪ Early adopters have fo found nd Voleo eo

  • rgani

rganicall ally through SEO, limited social media activity, channel partners and existing users ▪ A key component of Voleo’s virality is its current user behavior – existi ting ng users are creati ting ng multi tiple ple new clu lubs bs with different social cohorts ▪ Cl Clubs bs continue tinue to to gro grow w – initially 7 members on average; now 9 and climbing

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Data as of 2018

▪ Assets ets under r managemen ement t gro row w at at a c compound

  • und rate

ate as roughly half of Voleo’s growing user base contributes to their clubs each month ▪ Results of paid advertising campaigns have demonstrated an increa ease e in user adopti tion

  • n

▪ Voleo’s use of proceeds is heavi vily y weight hted d to to user acquis isit itio ion n to to acceler elerate e gro rowth th

Voleo AUM vs User & Club Growth

AUM (10x scale) Users Clubs

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SLIDE 17

Business to business “B2B”

(Turn-key white label) Ready dy-to to-Use se Solution tion for Financial ncial Insti titutio tions ▪ Customizable infrastructure provided by Voleo ▪ Completely branded with bank logos/colors ▪ Managed and serviced by Voleo ▪ Educational resources provided for both the company and the end users ▪ By-product: acquisition tool for banks to attract new customers ▪ Win/win in relat ationshi ionship:

▪ Voleo eo acquir ires s custo tomer mers at at no cost ▪ Financial ncial instit itutio ution n partn tner er get ets new servi vice ce and increme emental ntal revenu nue

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Proven traction B2B beta

▪ Held Q4 2015 – Q1 2016 ▪ C$25,000 prize pool ▪ 4.5 month duration ▪ 700+ teams ▪ 15,000+ simulated trades

Voleo eo Nasd asdaq q Equity y Trading ing Compe peti titi tion

  • n

▪ Held Q4 2017; annual event planned ▪ $10,000 prize pool ▪ 10 week duration ▪ 300+ teams ▪ 3,000 simulated trades

Voleo eo TSX Equity y Trading ing Compe peti titi tion

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Business to business

(Custom integrations) Made-to to-Order r White e Label Solution tion ▪ Complete & flexible customization and integration ▪ Provide a unique experience based

  • n individual brand values

▪ Voleo is the engine to deliver innovative customer acquisition and engagement services ▪ Banks can customize social components, community and product features

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Team

Leadership & Board of Directors

▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ 20

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Our success

Filed initial patent application in US First prototype, alpha-tested by MBA students

2014 14

Completed mobile app MVP Piloted our SimuTrader with TMX Group

2015 15

Became FINRA member Integrated with clearing broker Participated in Accenture FinTech Innovation Lab, London National patents filed, US and Canada

2016 16

Registered across US Soft launch of platform Nasdaq collaboration Selected for Plug and Play Fintech Accelerator in Silicon Valley

2017 17

Complete RTO Official Voleo launch International expansion Product evolution

2018 18

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Contact us

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