Optimal financial Decisions

At the end of 2011 a concerned group of financial experts about the impact that the poor management of money and inefficient decision making has in people’s lifestyle, they decided to take action over this popular and quite a clear problem in Latam. So after a hard work and different iterations Rocket was launched, a free and anonymous web portal that helps people to make optimal financial decisions, and monetized it by selling to the banks and retail companies “Structured Leads”.

Company Profile. %

Established in 2011

Country of Operation: Colombia & México

Industry: Financial services

Level of development: StartUp

Administrators:

•  Daniel Rojas

•  Felipe Gaviria

Type of Company: C Corp, incorporated in Delaware.

Equity structure

•  Daniel Rojas (72,2%)

•  Felipe Gaviria (12,8%)

•  Hugo Marín (8,6%)

•  Mathematicians (6,4%)

•  Convertible Note with 500 Startups 10%

•  Convertible Note with Juan Martitegui 1%

Pre-Money Valuation: USD $2.200.000

Investment vehicle: Convertible Notes

Our Team. x

Daniel Rojas CEO Daniel worked for 7 years in the integrated financial regulator, developing standards for financial inclusion, consumer rights and financial risks. mx.linkedin.com/pub/daniel-rojas/2b/816/a60/en

Felipe Gaviria CFO / CCO Felipe has a Master degree in economics. He has worked for the financial regulator and has occupied management positions in the security market self-regulator. co.linkedin.com/pub/felipe-gaviria/25/aab/bb9

Sergio Orjuela Senior Analyst of Mathematical models Studied economics and his specializing in statistics. co.linkedin.com/pub/sergio-orjuela-ruiz/53/356/287

Juan Martitegui Growth Hacker Expert in Internet Marketing, Social Media, Digital Media y Productivity. ar.linkedin.com/in/juanmartitegui

Hugo Marín CDO / UX (Product director) Bachelor in Philosophy and arts, Hugo has 8 years of experience in design and interface usabilty. co.linkedin.com/in/marinhugo/

Javier Moreno Director of Mathematical models Mathematician, worked for the integrated financial regulator and for the public retirement pension fund. es.linkedin.com/pub/javier-moreno/5a/890/185

Problem. $

People handle their money poorly.

They make bad financial decisions and choose the wrong financial products.

Solution. )

v USERS

A free and anonymous platform to make correct financial

decisions.

_

BANKS

Connecting the right Clients with the correct products.

70% IN ACQUISITION COST.

>

%

& 4 FINANCIAL TOOLS

# 1. HOW TO ACHIEVE A FINANCIAL GOAL-

$ 2. FIND THE BEST FINANCIAL PRODUCT-

! 3. HAVE AND MAINTAIN A BUDGET-

" 4. DIAGNOSIS OF PERSONAL FINANCE-

Rocket Users Experience. ¥

Business Model. '

SELL OF LEADS Finance. 1.  Follow Up Lead: paid if the loan isn't in

default.

2.  Delivered: Leads paid when the financial product is Delivered.

3.  Long: Lead paid when the user fill the long questionnaire

4.  Basic: Lead paid when the user fill the sort questionnaire

Retail. •  Delivered: Leads paid with effective sell

of the goods.

•  Sample: Leads paid after the users have the trial.

•  Basic: Lead paid for the user general data.

WHITE LABEL

•  Sale of simple variation of the tools of rocket, adapted to the web page of banks .

•  Only for strategic allies.

SELLING DATA

•  Access to add users data information and financial products.

•  Sell standardized reports to the

entities.

More than big Enough.

h

Usd$ 5,8 Billion a year. The market opportunity

150M Banked users

4M New credits (monthly)

$150 Acquisition cost of the banks per each client

Currently

6-12 months

12-24 months

Target Market. W

User's Profile

•  Age: 25 to 35 years old.

•  Employment status: Employees.

•  Location: Living in the 5 main cities.

•  Family income: USD $500 to  $2000.

•  Background: Bachelors / Technicians

•  Digital profile: Users of online banking.

10 Million People. Mexico and Colombia Market

USD $1.8 Billion. Market of acquisition cost. ≈

Client's Profile

Financial

•  Market: Competitive products to our users.

•  Channels: Online applications of products.

•  Operation: Personal banking in 3 countries.

Retail

•  Market: Car, moto, Real estate, Department Store.

•  Target: Middle class (B,C+,C)

•  Channels: Online available.

Lifetime Value. [

USD $355 in 10 years

25 Years old

35 Years old

Credit card $13 Car loan $25

Mortgage Loan $55

Saving account $5

Saving for the car $7 Saving for the house $10

Car Insurance $15 Retirement savings $20

Lead to buy the car $15

Refinancing debt $17

Consumer loan $10

Investment $15

Consumer loan $10

Credit card $13

Consumer loan $10

Credit card $13 Car loan $25

Car Insurance $15

30 Years old

Investment $15

Lead to buy the car $15

Lead to buy the house $25

Saving for the car $7

Long Term Opportunity. †

Thanks to the creation of value that we give to our users with Rocket tools, we gather "Big and Smart Data" to be the essential solution for making optimal financial decisions for Latin-Americans.

Users Data. Financial Products Data.

Business Intelligence.

The best tool for financial decisions.

_ ) o+ * = ( )x

Daniel Rojas CEO daniel@rocket.la www.rocket.la