WealthBlock.AI Democratizing access to alternative investments - - PowerPoint PPT Presentation
WealthBlock.AI Democratizing access to alternative investments Problem: Lack of access to quality alternative investment options Assets outside of conventional investments (stocks, bonds) such as commercial real estate, energy funds, PE funds,
Democratizing access to alternative investments
Quality Deal Flow Credentials
Lack of access to quality alternative investment options
Assets outside of conventional investments (stocks, bonds) such as commercial real estate, energy funds, PE funds, VC funds
Resources to perform due diligence
25% 25%
Required Capital
25% 25%
What is it?
A marketplace for high quality alternative assets and talent
What are the benefits?
WealthBlock Marketplace
The Amazon of Alternative Assets
Asset Tokenization, Crowdfunding, Secondary Market Exchange
Powered by Ethereum Blockchain
Alternative Investments Go Mainstream
➔ Increasing need for low volatility and low correlation investments ➔ Increased focus on specific investment outcomes ➔ Growing middle class shifting behavior from saving to investing
$5.6 Trillion
Mass Affluent
PHASE 1 TARGETS
Global Alternative Assets (US$ in trillions)
North America
$6.8 Trillion Units: $1T
Asian-Pacific
$4.8 Trillion
Business
Listing Fee (on offerings)
Main Platform
SmartVisory
user
Marketplace
SmartBook
B2B Platform
Management Fee (on AUM) Technology Fee (on transaction)
2C
Smart Execute Licensing Fee (on White Label services)
Growth
Partner with incumbent financial institutions
High customer satisfaction
Investment Manager Customer Financial Institution
Secondary Market Automated Advisory and Execution Alternative Asset Offering
Investment Crowdfunding
B l
k c h a i n D i g i t a l A s s e t s
Built the 1st Quant team in NFA from scratch. Managed value based hedge fund and turned 300K invest- ment into 1 mil in 3 years.
MA Applied Math, Queens College BBA Accounting , Baruch College Finalist of “Technologist of the Year” Citylight award 2016 More than 10 years of experience in developing, deploying, and
based technologies. Single handedly built back- testing and trade platform BackLive.
Univ
Deji Jimoh
CTO
Trilliam Jeong
CEO
Artificial Intelligence
Tom Sosnoff
Strategy
Zach Ziliak
Legal
Joan Perry
Female Wealth AI Expert known for making Java go fast Serial entrepreneur known for $750M exit for ThinkOrSwim
Security & Startup legal expert
Women and Wealth subject
bestseller
Accept additional cryptocurrencies Start Secondary Market build-up
Jul 2018
Soft launch with 1st offer
Aug 2018
$4 mil - $5 mil AUM Additional offers live (e.g. hedge fund, energy fund, oil & gas fund)
Sep 2018 Oct 2018
Hard launch to accept crypto payments
The