the future of capital acquisition
play

THE FUTURE OF CAPITAL ACQUISITION Orchard Powering Marketplace - PowerPoint PPT Presentation

MATT BURTON, CEO & CO-FOUNDER THE FUTURE OF CAPITAL ACQUISITION Orchard Powering Marketplace Lending Confidential Orchard Platform 2 Evolution of Capital in Marketplace Lending Whats next? Securitization Passive


  1. 
 MATT BURTON, CEO & CO-FOUNDER 
 THE FUTURE OF CAPITAL ACQUISITION 


  2. Orchard – Powering Marketplace Lending Confidential • Orchard Platform 2 Evolution of Capital in Marketplace Lending What’s next? Securitization Passive Institutional Bank involvement • Greater liquidity • Size of Capital Active Rated & regulated • Institutional Highly automated • Plug and play • Speed and scale • Retail Marketplace • Sophisticated infrastructure • Limited access • • Peer-to-peer • Early adopters • Credit & investment professionals Growth of Marketplace Lending 2

  3. Orchard – Powering Marketplace Lending Confidential • Orchard Platform 3 The Biggest Challenges to Attracting New Capital #1. DATA QUALITY #2. LIQUIDITY

  4. Orchard – Powering Marketplace Lending Confidential • Orchard Platform 4 The Biggest Challenges to Attracting New Capital 95% of Orchard customers said their firms “ would participate as buyers or sellers if there were to be a viable secondary market for marketplace lending whole loans ”

  5. Orchard – Powering Marketplace Lending Confidential • Orchard Platform 5 Capital Markets Strategy Structured Credit ON Warehouse Line Facility Securitization BALANCE SHEET New Product Mature Product P R O D U C T L I F E C Y C L E OFF 
 BALANCE Permanent Auction – Based Forward Flow SHEET Capital Vehicles Pricing

  6. Orchard – Powering Marketplace Lending Confidential • Orchard Platform 6 Orchard Overview

  7. Orchard – Powering Marketplace Lending Confidential • Orchard Platform 7 Marketplace Lending Overview Borrowers Managers Originators Investors Institutional Hedge Funds Consumer Individuals Principal Invests Principal Banks BDC’s Small Business Businesses Insurance Asset Managers Real Estate Pensions RIA’s Energy Family Offices Wealth Managers Auto Governments Medical Sovereign Funds Trade/Factoring Withdrawals P & I P & I Endowments Legal Foundations Commercial Equipment Fund of Funds

  8. Orchard – Powering Marketplace Lending CONFIDENTIAL • Orchard Platform 8 Orchard Product Overview *Product in Development Investors Originators Data Market Data 
 Manager Database Market Insights 
 Investor Awareness 
 Originator Database 
 Monthly Industry Report 
 Originator Detail Profile 
 Market Overview 
 Benchmarking Dashboard* Originator Database 
 Originator Details Investor Permissioning Data Management 
 Order Management System 
 Reporting 
 Infrastructure Investor Portfolio Dashboard 
 Order Placement 
 Portfolio Dashboard 
 Investor Daily Platform Holdings Report 
 Strategy Configuration 
 Daily Platform Holdings 
 Originator Dashboard* 
 Strategy Analysis 
 Report 
 Custom Report Builder* Rules Engine* Daily Portfolio Summary 
 Borrowing Base Report* 
 Analytics 
 Analytics 
 File Databasing* 
 Cash Flow Simulator* 
 Cash Flow Simulator* 
 Custom Report Builder* Excel Plugin* Custom Report Builder* Marketplace Marketplace* Marketplace*

  9. 
 THANK YOU 
 Matt Burton, CEO & Co-Founder 
 matt@orchardplatform.com 
 www.orchardplatform.com 


Recommend


More recommend