Financial pitch deck - Modelo Slide.pptx

Finanças

1. PITCH DECK Mirjam Nilsson

2. ABOUT US At Contoso, we empower businesses to foster collaborative thinking to further drive workplace innovation. By closing the loop on investment management and using the latest technology, we help businesses grow and expand their portfolio funds. Pitch deck title 2 About

3. PROBLEM Market Gap Businesses need new investment opportunities but are using old or outdated tools and services CUSTOMERS 25% increase of investment inquiries prove that there's consumer interest for simpler portfolio management FINANCIALS Investing in the stock market increased business portfolios by $20 million in 2019  COSTS Loss of potential income by not offering investment opportunities for businesses USABILITY Customers want something that’s easy to adopt and simple to use Pitch deck title Problem

4. SOLUTION CLOSE THE GAP Our product makes investing and portfolio management easier, and no other product on the market offers the same benefits TARGET AUDIENCE Professional investors COST SAVINGS Reduce costs for client by helping businesses increase their profits in the stock market EASY TO USE A simple product that gives businesses the information they need in order to make informed financial decisions Pitch deck title 4

5. PRODUCT OVERVIEW UNIQUE Only product specifically dedicated to investment tools for business FIRST TO MARKET First beautifully designed product that's both stylish and functional TESTED Conducted testing with businesses in the area AUTHENTIC Designed with the help and input of investment experts in the field  Pitch deck title 5

6. PRODUCT BENEFITS Simple and efficient to use Quick customer service assistance Free 90-day investment help for new customers Pitch deck title 6 Benefits

7. COMPANY OVERVIEW Pitch deck title 7

8. BUSINESS MODEL RESEARCH We based our research on market trends and stock market historical performance data ABSTRACT We believe people need new investment tools to help businesses grow their funds DESIGN Minimalist design and easy to use  Pitch deck title 8

9. MARKET OVERVIEW $3B $2B $1B Opportunity to build Fully inclusive market Total addressable market Freedom to invent Selectively inclusive market Serviceable available market Few competitors Specifically targeted market Serviceable obtainable market Pitch deck title 9

10. MARKET COMPARISON Pitch deck title 10 $3B $2B $1B Opportunity to build Addressable market Freedom to invent Serviceable market Few competitors Obtainable market

11. OUR COMPETITION CONTOSO Our product is priced below that of other financial management tools on the market Simple and easy to use app and website, compared to the complex tools of the competitors Affordability is the main draw for our consumers to our product COMPETITORS Company A Product is more expensive Companies B & C Product is expensive and inconvenient to use Companies D & E Product is affordable, but inconvenient to use Pitch deck title 11

12. GROWTH STRATEGY How we’ll scale in the future FEB 20XX Roll out product to local businesses to help establish the product MAY 20XX Release the product to the general public and monitor stock market trends OCT 20XX Gather feedback from the financial community to expand availability of the product Pitch deck title 12

13. OUR COMPETITION Convenient CONTOSO A Expensive Affordable D E B C Inconvenient Pitch deck title 13

14. TWO-YEAR ACTION PLAN Supply volunteers Feb 20XX Run focus groups May 20XX Gather feedback Oct 20XX 20XX JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 20XX JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Test with businesses Feb 20XX Regional launch July 20XX Deliver to consumers Dec 20XX Pitch deck title 14

15. FINANCIALS Year 1 Year 2 Year 3 Percent of Total Income Users 50,000 400,000 1,600,000 Sales 500,000 4,000,000 16,000,000 Average price per sale 75 80 90 Revenue @ 15% 5,625,000 48,000,000 216,000,000 Gross profit 5,625,000 48,000,000 216,000,000 Expenses Sales & marketing 5,062,500 38,400,000 151,200,000 70% Customer service 1,687,500 9,600,000 21,600,000 10% Product development 562,500 2,400,000 10,800,000 5% Research 281,250 2,400,000 4,320,000 2% Total expenses 7,593,750 52,800,000 187,920,000 Pitch deck title 15

16. MEET THE TEAM Takuma Hayashi President Mirjam Nilsson Chief Executive Officer Flora Berggren Chief Operations Operator Rajesh Santoshi VP Marketing Pitch deck title 16

17. MEET THE FULL TEAM Takuma Hayashi President Mirjam Nilsson Chief Executive Officer Flora Berggren Chief Operations Officer Rajesh Santoshi VP Marketing Graham Barnes VP Product Rowan Murphy SEO Strategist Elizabeth Moore Product Designer Robin Kline Content Developer Pitch deck title 17

18. SUMMARY Pitch deck title At Contoso, we believe in giving 110%. By closing the loop on investment management and using the latest technology, we help businesses grow and expand their portfolio funds. We thrive because of our market knowledge and a great team behind our product. As our CEO says, "Efficiencies will come from proactively transforming how we do business." summary

19. Thank You Mirjam Nilsson 206-555-0146 [email protected] www.contoso.com Pitch deck title 19