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WealthBlock.AI Democratizing access to alternative investments - PowerPoint PPT Presentation

Aug 01, 2023 •174 likes •299 views

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,

  1. WealthBlock.AI Democratizing access to alternative investments

  2. 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, VC funds Resources to perform Quality 25% 25% due diligence Deal Flow Credentials Required Capital 25% 25%

  3. WealthBlock Marketplace The Amazon of Alternative Assets What is it? A marketplace for high quality alternative assets and talent What are the benefits? Global Access via Digital Assets ● Equal Access via Crowdfunding ● Liquid Secondary Market ● Support Crypto Payments ●

  4. How It Works: Asset Tokenization, Crowdfunding, Secondary Market Exchange Powered by Ethereum Blockchain

  5. Why Now? 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

  6. Global Alternative Assets (US$ in trillions) Market Overview: Units: $1T North America Asian-Pacific $6.8 Trillion $4.8 Trillion Mass Affluent $5.6 Trillion PHASE 1 TARGETS

  7. Listing Fee Business (on offerings) Model: 2C Smart Execute 2B Main Marketplace Platform user B2B Platform SmartVisory SmartBook Management Fee (on AUM) Technology Fee Licensing Fee (on transaction) (on White Label services)

  8. Growth Strategy: Partner with incumbent financial institutions ● Trade Association ● Bank Financial ● Financial Advisor Institution ● Investment Firm ● Fund Company ， etc High customer satisfaction Customer ● Two-way referral ● Word of mouth ● Community and team ● Free DIY tool Investment ● Multilevel structure promotion Manager ● Advertising, PR, etc.

  9. B l o c k c h a i n D i g i t a l A s s e t s Competition Investment Crowdfunding Automated Advisory and Execution Alternative Asset Offering Secondary Market

  10. Team: Dr. Cliff Click Artificial Intelligence AI Expert known for making Java go fast Trilliam Jeong Deji Jimoh CEO CTO Tom Sosnoff Strategy Built the 1st Quant team in NFA Finalist of “Technologist of the Serial entrepreneur known for from scratch. Year” Citylight award 2016 $750M exit for ThinkOrSwim Managed value based hedge More than 10 years of experience Zach Ziliak fund and turned 300K invest- in developing, deploying, and Legal ment into 1 mil in 3 years. overseeing various internet Security & Startup legal based technologies. expert MS. Fin Math, Univ Chicago Single handedly built back- Joan Perry MA Applied Math, Queens testing and trade platform Female Wealth College BackLive. Women and Wealth subject guru. Author of national BBA Accounting , Baruch BS. Computer Sci, Washington bestseller College Univ

  11. The Milestones Oct 2018 Accept additional Sep 2018 cryptocurrencies $4 mil - $5 mil AUM Aug 2018 Start Secondary Market build-up Additional offers live Hard launch to accept (e.g. hedge fund, Jul 2018 crypto payments energy fund, oil & gas Soft launch with fund) 1st offer

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