Acorns Grow Australia from acorns mighty oaks do grow Proprietary & Confidential
Introduction 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 Proprietary & Confidential
The Problem – Investing is complicated Legacy Brokerage Countless Number of Platforms Investment Vehicles Investing is a BIG Large Monetary Cumbersome Commitment Tools Decision Require Financial Expensive Analysis Expertise Fees Proprietary & Confidential
The Acorns Solution – simplifies the problem Mobile-First 5 Risk-Adjusted Investment Platform Portfolios Make It a small Micro-Investing Intuitive Tools Decision Modern Portfolio Theory Simple Fees Proprietary & Confidential
4 Easy Ways to Save & Invest Round-Ups set it and forget it, save automatically Lump Sums any amount at any time Recurring on a daily, weekly, or monthly basis Found Money transform rewards to investable cash Proprietary & Confidential
5 Intuitive and Risk-Adjusted Portfolios Conservative Aggressive Proprietary & Confidential
Simple Pricing 0.275% /yr $1.25 /mo or For Accounts $5k+ For Accounts Under $5k Proprietary & Confidential
AML/CTF Market Data Electronic Transfers Apps Email Service Web App Bank account aggregation 3 rd party system monitoring Analytics Proprietary & Confidential
Rapid growth in user base 100,000 90,000 90,000 Sign Ups 80,000 70,000 60,000 50,000 Investment Account 50,000 40,000 30,000 40,000 20,000 Active Investors 10,000 0 Proprietary & Confidential
Acorns demographics 49% 22% 18% 7% $ 5.20 3% Cost per paying customer 35-44 18-24 25-34 45-54 55+ $ 8.50 3% 10% 16% 23% 48% Proprietary & Confidential
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. ETA July 1 st 2016 Having gathered strong interest, we are in the process of signing up super funds. Getting user base ready for integration, with informational marketing material. Proprietary & Confidential 11
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 or 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 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. US Found Money trial with 1800-Flowers 12 Proprietary & Confidential
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. 13 Proprietary & Confidential
Thank you for your time. from acorns mighty oaks do grow This document & the information herein is confidential, intended only for the named recipient(s) & may contain material that is proprietary, privileged, or otherwise private under applicable law. It may not be used or disclosed to others without permission from the sender. If you have received this message in error, or are not a named recipient: you are advised that any disclosure, copying, distribution or use of this document, or the information in its content, is strictly prohibited. Proprietary & Confidential All information herein is a best-efforts forecast and should not be construed as a guarantee of future results.
Recommend
More recommend
