際際滷

際際滷Share a Scribd company logo

Wetradetogether

Download as PPTX, PDF
Alfredo Baraldi
Alfredo Baraldi

WeTradeTogether is a social network for financial professionals, traders and investors that provides real-time information, analytics tools, and regulatory compliance features. It aims to address problems like lost opportunities due to lack of information or compliance issues with current platforms. Key features include portfolio sharing, sentiment analysis, educational resources, and tools for communication and collaboration. The founders have raised $850K and are seeking $500K more. They expect over 1.5 million active users generating $27M in revenue by year 4 through monthly membership fees and marketplace commissions.

1 of 20
Download to read offline
WeTradeTogether June 2012 Private & Confidential Do Not Distribute The place for better decisions.
What we do? WeTradeTogether is a specialized social network, built specifically for the financial sector, to be used by traders, investors and financial professionals. Screenshot of beta user homepage.
Investors & Traders Money lost to poor decisions, or opportunity costs for being uninvested Too much time spent trying to understand complicated topics Accessing resources across platforms Money spent on management fees, or inability to utilize top managers WeTradeTogether Solutions Real-time centralzied information Social learning, community building & analytical tools Sentiment Index Valuable time spent sourcing clients Untapped revenue due to social media participation constraints Money spent on compliance fees or fines Regulatory compliance related to social media & archiving communication Financial Professionals, Advisors & Brokers Single location for offering services, regulatory compliance and interacting with current or potential clients Problem
Key Features Portfolio sharing Freelance platform Micro-blogging Trading simulator Interactive charting Tradingcast Cloud storage Sentiment Index Portfolio Sharing Sentiment Index Investors Compliance Lead Generations Advisors & Brokers Collaborative Workspace Fundraising Businesses
Traction Core technology & software in place Website in private beta Strong traffic All organic, no paid advertising 30,000 potential users streaming to the site From Twitter Yodlee Accepted to Accelerator program For development of portfolio share feature Wetradetogether.com Daily Visitors 1,071 Daily Page views 35,343 Global Traffic Rank 247,057
Market Opportunity Almost 50 million potential users 4.8 million financial professionals 44 million online investors in the U.S. Investors Web users are increasing worldwide Increasing demand for understanding financial topics More tools required to understand the financial markets People want empowerment over finances - evidenced by success of Mint.com, StockTwits, eToro, Covestor Financial Professionals Financial authorities have regulated access to social networks by financial professionals - 40% do not have a social media presence - 66% are not FINRA compliant with record keeping
Customers & Users Investors Analyze markets Learn techniques Find & share ideas Financial Professionals Find new leads Maintain regulatory compliance Safely share information Businesses Archive communication Interact with investors
Revenue Model Email Marketing SEMOrganic / SEOSocial Media Online Events Club Memberships / Subscriptions $9 - $250 monthly fee with various levels for accessing features Marketplace & Freelance Platform % of transactions & advertising revenues Acquisition Techniques Registered Users Active Users Home Page Paid Users Free + Premium = Freemium
Go to Market Strategy Capture Partners Will help drive traffic and support users in return for percent of revenue Social Media Disseminates practical information and the advantages of Wetradetogether services Natural Search (SEO) Optimizing the site for the main search engines Online Events During the initial phase of validation, we will hold online events for users and partners Retain Community Building Free access to services, even with limited functionality, will allow for the creation of discussion groups amongst users. Content Interesting and useful financial information, along with the latest news on the evolution of analytical techniques and market predictions Personalization Customized weekly newsletter, providing information based on user interest Retention Marketing Offer discounts on products, special offers, marketplace services and couponsPlanned Launch: November 27
Competition Features Wetradetogether StockTwits Zecco LinkedFA LinkedIn Standalone social network? Integration with other social networks? Regulatory compliance? Sentiment index? Trading simulator? Portfolio construction tools? Analytic & learning tools? Collaborative workspace? All major investments covered? Ability to form private groups? Streaming portfolios from multiple institutions?
Competitive Advantages Aim to be the only financial social network with 100% FINRA and SEC compliance Dedicated to both professional and casual financial market participants Technology delivers deep level data & tools Market stats, quotes, charting and graphics, portfolio data, benchmarking performance, asset allocation All markets and investments delivered FX, Fixed Income, Equities, ETFs, OTC, private and alternative investments on a single social network
Team Alfredo Baraldi CIO Riccardo Baraldi President Pamela Murtas VP, Communications Roberto DAmbrosio COO Fabio DeFilippis CFO Oriano Moro Financial Advisor
Financials Key Metrics Year 1 Year 2 Year 3 Year 4 Total Registered Wetradetogether Users 200,000 1,000,000 1,350,000 1,500,000 Key Financial Data Revenue 815,000$ 3,560,000$ 16,770,000$ 27,460,000$ Cost of Revenue 518,050$ 2,070,400$ 782,500$ 11,502,800$ Operating Expenses 57,812$ 578,442$ 1,321,873$ 2,157,488$ EBIT 239,038$ 911,158$ 7,595,627$ 13,799,712$
Funding Funding to Date $850,000 for seed funding and securing the software Currently seeking $500,000 Use of proceeds Computer equipment, engineering & development To refine the platform, complete planned features and go-to-market Will last the company 6 months A bridge to next round and revenue positive
Questions? Wetradetogether Corp. 244 5th Ave., Suite 2003 New York, NY 10001 alfredo.baraldi@wetradetogether.com skype alfredobaraldi Phone +16464194288 Fax +1 646 568 5162 cellular phone +39 3465250299
Appendix: Timeline 3Q12 4Q12 1Q13 2Q13 - Website in beta - Software developed - Launch website - 2,000 power users 2014 Capital raise - Scale the company - Focus on user acquisition Capital raise - Validate enterprise and educational clubs - Optimize sales process - Customer validation - Development of new services - Reach 200,000 active users - Development of mobile app - Hire 100 affiliates - Hire 50 partners
Appendix: Exit Strategy Share buyback, IPO or Acquisition Potential Acquirers Key Advantages Retail Brokerage Firms Expand their market to investors under $500K with self-service advisory services, such as our Share Portfolio platform Financial Portals Provide new social services, such as our Clubs and Tradingcast platforms Financial Advisory Firms Integrate their platform with our social network Multi-Level Marketing Companies Secure exclusive distribution of our services through affiliate programs
Appendix: Revenue Breakdown Revenue Source % of Revenue Membership Club Fees Trader & Professional (monthly fees) 80% Enterprise (monthly fees) 10% Educational (monthly fees) 5% Market Place 5% Social e-Commerce (% of transaction) Social e-Procurement (% of transaction) Social Promotion / Advertising (cost per action)
Appendix: Planned Tools & Features Share Portfolio Trading transactions & portfolio data steamed from various institutions. Notary Regulatory compliance service for authorized access to resources, and control and restraint of publishing content and archiving communication. Pluto Trade Trading simulator and training platform Compass Advisor Statistics and Google Analytics for the Clubs
Appendix: Sales Strategy 1) Power Users will promote the social network and contribute to the recruitment of affiliates and partners. 2,000 power users will be recruited and will be incentivized economically through the affiliation program as remisiers (commission basis). We will recruit power users through Facebook, Twitter, LinkedIn, as well as our list of 40,000 most active traders on Twitter. 2) Affiliates and Partners will sell services and generate new users for our social network. After the third month of opening the site to power users, we plan to distribute services through affiliates and partners. Affiliates and partners will be versed how to respond to the recurrent objections surrounding the use of social networks. 3) Social Network Users will grow along the lines of referrals and other social network outlets. After sufficient time, the social network is expected to self-generate new users and clients through a virtuous distribution process.

More Related Content

Wetradetogether

  • 1. WeTradeTogether June 2012 Private & Confidential Do Not Distribute The place for better decisions.
  • 2. What we do? WeTradeTogether is a specialized social network, built specifically for the financial sector, to be used by traders, investors and financial professionals. Screenshot of beta user homepage.
  • 3. Investors & Traders Money lost to poor decisions, or opportunity costs for being uninvested Too much time spent trying to understand complicated topics Accessing resources across platforms Money spent on management fees, or inability to utilize top managers WeTradeTogether Solutions Real-time centralzied information Social learning, community building & analytical tools Sentiment Index Valuable time spent sourcing clients Untapped revenue due to social media participation constraints Money spent on compliance fees or fines Regulatory compliance related to social media & archiving communication Financial Professionals, Advisors & Brokers Single location for offering services, regulatory compliance and interacting with current or potential clients Problem
  • 4. Key Features Portfolio sharing Freelance platform Micro-blogging Trading simulator Interactive charting Tradingcast Cloud storage Sentiment Index Portfolio Sharing Sentiment Index Investors Compliance Lead Generations Advisors & Brokers Collaborative Workspace Fundraising Businesses
  • 5. Traction Core technology & software in place Website in private beta Strong traffic All organic, no paid advertising 30,000 potential users streaming to the site From Twitter Yodlee Accepted to Accelerator program For development of portfolio share feature Wetradetogether.com Daily Visitors 1,071 Daily Page views 35,343 Global Traffic Rank 247,057
  • 6. Market Opportunity Almost 50 million potential users 4.8 million financial professionals 44 million online investors in the U.S. Investors Web users are increasing worldwide Increasing demand for understanding financial topics More tools required to understand the financial markets People want empowerment over finances - evidenced by success of Mint.com, StockTwits, eToro, Covestor Financial Professionals Financial authorities have regulated access to social networks by financial professionals - 40% do not have a social media presence - 66% are not FINRA compliant with record keeping
  • 7. Customers & Users Investors Analyze markets Learn techniques Find & share ideas Financial Professionals Find new leads Maintain regulatory compliance Safely share information Businesses Archive communication Interact with investors
  • 8. Revenue Model Email Marketing SEMOrganic / SEOSocial Media Online Events Club Memberships / Subscriptions $9 - $250 monthly fee with various levels for accessing features Marketplace & Freelance Platform % of transactions & advertising revenues Acquisition Techniques Registered Users Active Users Home Page Paid Users Free + Premium = Freemium
  • 9. Go to Market Strategy Capture Partners Will help drive traffic and support users in return for percent of revenue Social Media Disseminates practical information and the advantages of Wetradetogether services Natural Search (SEO) Optimizing the site for the main search engines Online Events During the initial phase of validation, we will hold online events for users and partners Retain Community Building Free access to services, even with limited functionality, will allow for the creation of discussion groups amongst users. Content Interesting and useful financial information, along with the latest news on the evolution of analytical techniques and market predictions Personalization Customized weekly newsletter, providing information based on user interest Retention Marketing Offer discounts on products, special offers, marketplace services and couponsPlanned Launch: November 27
  • 10. Competition Features Wetradetogether StockTwits Zecco LinkedFA LinkedIn Standalone social network? Integration with other social networks? Regulatory compliance? Sentiment index? Trading simulator? Portfolio construction tools? Analytic & learning tools? Collaborative workspace? All major investments covered? Ability to form private groups? Streaming portfolios from multiple institutions?
  • 11. Competitive Advantages Aim to be the only financial social network with 100% FINRA and SEC compliance Dedicated to both professional and casual financial market participants Technology delivers deep level data & tools Market stats, quotes, charting and graphics, portfolio data, benchmarking performance, asset allocation All markets and investments delivered FX, Fixed Income, Equities, ETFs, OTC, private and alternative investments on a single social network
  • 12. Team Alfredo Baraldi CIO Riccardo Baraldi President Pamela Murtas VP, Communications Roberto DAmbrosio COO Fabio DeFilippis CFO Oriano Moro Financial Advisor
  • 13. Financials Key Metrics Year 1 Year 2 Year 3 Year 4 Total Registered Wetradetogether Users 200,000 1,000,000 1,350,000 1,500,000 Key Financial Data Revenue 815,000$ 3,560,000$ 16,770,000$ 27,460,000$ Cost of Revenue 518,050$ 2,070,400$ 782,500$ 11,502,800$ Operating Expenses 57,812$ 578,442$ 1,321,873$ 2,157,488$ EBIT 239,038$ 911,158$ 7,595,627$ 13,799,712$
  • 14. Funding Funding to Date $850,000 for seed funding and securing the software Currently seeking $500,000 Use of proceeds Computer equipment, engineering & development To refine the platform, complete planned features and go-to-market Will last the company 6 months A bridge to next round and revenue positive
  • 15. Questions? Wetradetogether Corp. 244 5th Ave., Suite 2003 New York, NY 10001 alfredo.baraldi@wetradetogether.com skype alfredobaraldi Phone +16464194288 Fax +1 646 568 5162 cellular phone +39 3465250299
  • 16. Appendix: Timeline 3Q12 4Q12 1Q13 2Q13 - Website in beta - Software developed - Launch website - 2,000 power users 2014 Capital raise - Scale the company - Focus on user acquisition Capital raise - Validate enterprise and educational clubs - Optimize sales process - Customer validation - Development of new services - Reach 200,000 active users - Development of mobile app - Hire 100 affiliates - Hire 50 partners
  • 17. Appendix: Exit Strategy Share buyback, IPO or Acquisition Potential Acquirers Key Advantages Retail Brokerage Firms Expand their market to investors under $500K with self-service advisory services, such as our Share Portfolio platform Financial Portals Provide new social services, such as our Clubs and Tradingcast platforms Financial Advisory Firms Integrate their platform with our social network Multi-Level Marketing Companies Secure exclusive distribution of our services through affiliate programs
  • 18. Appendix: Revenue Breakdown Revenue Source % of Revenue Membership Club Fees Trader & Professional (monthly fees) 80% Enterprise (monthly fees) 10% Educational (monthly fees) 5% Market Place 5% Social e-Commerce (% of transaction) Social e-Procurement (% of transaction) Social Promotion / Advertising (cost per action)
  • 19. Appendix: Planned Tools & Features Share Portfolio Trading transactions & portfolio data steamed from various institutions. Notary Regulatory compliance service for authorized access to resources, and control and restraint of publishing content and archiving communication. Pluto Trade Trading simulator and training platform Compass Advisor Statistics and Google Analytics for the Clubs
  • 20. Appendix: Sales Strategy 1) Power Users will promote the social network and contribute to the recruitment of affiliates and partners. 2,000 power users will be recruited and will be incentivized economically through the affiliation program as remisiers (commission basis). We will recruit power users through Facebook, Twitter, LinkedIn, as well as our list of 40,000 most active traders on Twitter. 2) Affiliates and Partners will sell services and generate new users for our social network. After the third month of opening the site to power users, we plan to distribute services through affiliates and partners. Affiliates and partners will be versed how to respond to the recurrent objections surrounding the use of social networks. 3) Social Network Users will grow along the lines of referrals and other social network outlets. After sufficient time, the social network is expected to self-generate new users and clients through a virtuous distribution process.