investment research reports for alternative finance - by all street at #ebbflisbon
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Investment Research Reports
for Alternative Finance
ebbf presentation Emanuela Vartolomei - AllStreet
©All Street 2015 | Presentation HIGHLY CONFIDENTIAL – NOT FOR DISTRIBUTION
Investment Research Reports for Alternative Finance
©All Street 2015 | Presentation HIGHLY CONFIDENTIAL – NOT FOR DISTRIBUTION
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The first company to bring independent investment research to the mass market
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Independent
Proprietary Data
Expert Community
Affordable
Standard Information
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Game Changer
The Standard&Poor’s for Masses
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Our Social Mission
For Social Enterprises
Increased Access to Finance Engage with the masses and bring more people to invest in social ventures, early stage and small companies
For our Society
A New Financial System Democratization of Finance
Avoid entrenched conflicts of interest
Promoting responsible investment behavior
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For The Rest of US Market Maker for the Alternative Finance
Financial Education Provider for Masses
For the Industry Independent Standard Setting Watchdog
Benefits from low-cost, self-regulatory approach
Supports transparency and investor education
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For the first time, ordinary people are able to go online and invest in companies they believe in
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Enabling direct financial transactions between
individuals
The “People’s Bloomberg”
The “Tesco of Finance”
Traditional Finance: All financial flows go through traditional
intermediaries
Our Vision
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Awards
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“Our 2014 Fast Growth Award Winners are exceptional entrepreneurs tackling some of our most difficult social problems.”
This prestigious social enterprise award is funded by the UK Big Lottery Fund Scheme and will match every pound of external founding raised up by All Street to a limit of £100,000 of during the next 12 months. All Street was selected from more than 450 high potential applicants.
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The Problem
unsecured finance
between £50,000 and £250,000
is very hard to find
The World Bank estimates a US$3-4trn funding gap for micro, small and medium enterprises in the post-2008 world.
This is a legitimate financing need drives the growth of crowdfunding.
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Social Enterprises
Early Stage Companies
Small and Medium Size Companies
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Crowdfunding in the UK
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Source: Nesta Report
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Global Crowdfunding Market
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$431Bn Private Equity
$48Bn VC
$0.2Bn Crowdfunding Equity
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Global Investors Market Size
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Source: Global Wealth Report, Allianz 2014
1 Billion for 20% population
500 million for 10% population
Our Target Market
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Interest in Crowdfunding
Innovators
2.5%
EarlyAdopters13.5%
EarlyAdopters34%
EarlyAdopters34%
Laggards
16%
Current level of maturity for Crowdfunding
Market share
100
75
50
25
0
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Lack of Information: 60% of surveyed consumers concerned about “perceived risks and a lack of information” about individuals and businesses that seek crowdfunding. (Nesta, Alt Fin Report, 2014) Biased Information: FCA noticed that the platforms omitted important information that could mislead investors, leaving them with an “unrealistically optimistic impression of the investment.” Advice Gap 8 million people only in the UK , mass affluent and mass market customers are in the advice gap, unable or unwilling to accept financial advice. (Deloitte, Bridging the Advice Gap, 2014)
Key drivers of Information Gap
D E M O C R A T I S A T I O N O F F I N A N C E
Perceived risks and a Lack of Information Advice Gap
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Our Solution
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Helping People to Invest in Crowdfunding Projects By providing Standard Investment Research Reports Social Impact Environmental Projects Innovative Businesses
A new peer to peer information provider the next generation Moody’s & Bloomberg
Value for Money: £25 for 5 reports or £10 for one report
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!Business Process
1. Investment Intent Rises Dramatically, more than 4X when 3rd party review and visibility is available
2. There is a strong appetite for early stage investment with 58% of all respondents indicating high interest
Research Report Rationale
CrowdFundIQ Benchmark Study TM © 2013, EarlyIQ
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New Pitch Posted
Report Availability • Whole CF Period • Typically 60-90 days
Contents of the Report • Industry Overview • Business Model Assessment • Investment and Team Analysis • Pros & Cons of the Investment • Suggested further Due Diligence
Operational Infrastructure • Investment Report Writers • Industry Experts • Each report created in 2-3 days
Real time access + priority requests
One report: £10
!Business Process
Industry Expert Network • All report sections open to comments • Visible Experts Profiles
Operational model
Research report generation
Investment Report Created
Industry Experts Comments
End of Report Availability
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Operational model
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Investors Pay Subscription
800 Crowdfunding platforms
Standard research reports Equity Debt Project finance
1 million Crowdfunding projects
Input Project owner Paid contributor
Community Industry Experts including Investors, Entrepreneurs, etc comment on the deal
Review Inhouse research team
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The Core Team Emanuela Vartolomei, CEO Founder | Maverick | Game-Changer |
Thomas Lee Warren, CTO Co-Founder | Transformational | Passion for data |
Anna Kieryk, CFA, Senior Researcher Independent Thinker | Pioneer
Lise Kagenow Global | Visionary | Serial Entrepreneur |
Board
Kristina Langhein, Creative Director Straight-talking | Dynamic | Pocket-rocket
Rex Kempcke, Head of Research Co-Founder | Early-Adopter | Decentralist |
Nigel Kershaw, OBE Challenger | Spirited | Arsenal Supporter Social Entrepreneur |
Kevin Riches Serial Entrepreneur | Connector | Epic | Arsenal Supporter