Uniscen Pitch Deck Oct 2018
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What do Bankers, CPA's, Financial Advisors, and Insurance Brokers all have in common? The small business owner. The provider problem is that financial service providers all operate within their own data silos. The consumer problem is that each time a small business owner chooses to work with a provider, they lose control over their data and must repeat the same data gathering efforts. The result is higher costs and missed opportunities for both the financial service providers and the small business owner.
Uniscen Pitch Deck Oct 2018
- 1. Investor Brie鍖ng Con鍖dential & Proprietary. Copyright息 by Uniscen Inc. All Rights Reserved. we believe in delivering control of data back to the small business owner in a secure information sharing platform
- 3. Financial Advisor SpouseTrustee CPA Lender Investor Small Business Owner Insurance Agent Attorney Employee Real Estate
- 4. CONSUMER / PROVIDER PROBLEM Business Data Silos CPA Advisor Lender Agent Attorney data silo problem of decades past 10-30 business days higher costs and missed opportunities
- 6. COMPETITION Identity Access ManagementAbilitytoControlData Ability to Collaborate Expanding Solutions Beyond the Existing Box
- 7. INITIAL US ADDRESSABLE MARKET consumers small business owners 鍖nancial services providers 11 million 3 million 55 million Sweet Spot
- 8. INITIAL US ADDRESSABLE MARKET consumers small business owners 鍖nancial services providers 11 million 3 million 55 million $17B Banks, Credit Unions, Mortgage Brokers, Business Consultants,Attorneys, Real Estate FUTURE CHANNELS $17B small business owners $4B $32 per month average 鍖nancial services providers $10B $200 per month average consumers $3B $6 per month average
- 9. GOTO MARKET STRATEGY Channel Partners CPA Firms Financial Advisors Insurance Brokers Associations eliminate data gathering workload decrease time to money by up to 97% easily collaborate with client's other providers In鍖uencer Marketing for Subscription Based Services
- 10. Leverage Organic Growth GOTO MARKET STRATEGY Consumers Business Owners full control over information better outcomes in less time easily collaborate with multiple providers In鍖uencer Marketing for Subscription Based Services
- 11. INITIAL MARKETVALIDATION Consumer / SMB 400 Provider 50 Clients 1250
- 12. per user, billed monthly or annually FREEMIUM SUBSCRIPTION MODEL tiers based on increasing capabilities for collaboration, storage, integrations, access management and permission controls Standard $ 10 Plus $ 25 $ Freemium 0$ Small Business Owners and Consumers Providers Enterprise 250$ +
- 13. WHO'S GOINGTO MAKETHIS HAPPEN Amer Ahktar Operations Mel Guymon Strategy Jake Stephens Sales Shawn Lawson CyberSecurity David Gloede Digital Security Cris Neckar Digital Security Advisory Board Janhavi Padture VP Strategy Shweta Kulkarni VP Projects Vikas Joshi Managing Director Strategic Partnerships Quinn Lewis CTO Rich Jarvis Founder & CEO ManagementTeam
- 14. FINANCIAL PROJECTIONS *in thousands 2018 2019 2020 2021 2022 2023 Revenue $0 $158 $1,603 $7,037 $23,097 $53,195 Expenses ($33) ($753) ($1,777) ($5,821) ($17,878) ($37,300) Net ($33) ($595) ($174) $1,216 $5,219 $15,895 based on a total raise of $1.1M Customer Lifetime Value (at 5 years): $275-$310 Customer Acquisition Cost: $22-$26 Months to Recover: 3-4
- 16. seeking $200K seed investment Deliver MVP to Market Acquire 1800 customers and $4,500 MRR Attract and retain key talent and partnerships THE ASK Deliverables for Q2 2019
- 17. Financial Advisor SpouseTrustee CPA Lender Investor Electronic Personal Record Insurance Agent Attorney Employee Real Estate Rich Jarvis rich@uniscen.com 925-980-3374 Con鍖dential & Proprietary. Copyright息 by Uniscen Inc. All Rights Reserved.
- 18. APPENDIX
- 19. SECURE INFORMATION SHARING Uniscen is like an electronic health record the consumer controls built for the 鍖nancial services industry Identity Access Management and BlockchainTechnology Patent Pending Financial Advisor SpouseTrustee CPA Lender Investor Electronic Personal Record Insurance Agent Attorney Employee Real Estate
- 20. Identity Access Management and BlockchainTechnology User-De鍖ned Roles and Permissions HOW UNISCEN WORKS Secure Information Sharing and Management Data Integrity and AuditTrails Electronic Personal Record Controlled by the Consumer
- 21. Uniscen Information Sharing Platform Identity and Access Management CPA Banker Attorney Financial Advisor Family Trustee Investor Insurance Broker User-De鍖ned Roles and Permissions Service Providers and Connections Secret Sauce Patent Pending Electronic Personal Record
- 22. 1 2 3 4 5 6 7 8 9 10 0% 15% 30% 45% 60% 56% 12% 8% 7% 2% 6% 3% 0% 2% 4% How important is controlling access to your information? Not Important Extremely Important Google Surveys, 203 respondents 76%
- 23. TRENDS 82% of Financial Institutions expect to increase FinTech partnerships in the next three to 鍖ve years 54% of Financial Institutions see data storage, privacy, and protection as the main regulatory barrier to innovation The top three emerging technologies most relevant to invest in within the next 12 months: Blockchain Arti鍖cial Intelligence Biometrics and Identity Management 77% of Financial Institutions expect to adopt blockchain as part of an internal production system or process by 2020 Global FinTech Report 2017
- 24. THE PRODUCT - FOR PROVIDERS Gathering and processing relevant data in real time Proactive Approach to Solving Problems Customer 1 Customer 2 Customer 3 Customer...N Providers will be able to: Reduce sales conversion cycle Provide more high-value services Attract new customers Improve quality of real-time data software as a platform that simpli鍖es data sharing and collaborative solutions Relevant data from small business owners Collaborate with multiple providers Offer solutions in a ranked, vetted network business cloud
- 25. PERMISSION MATRIX CPA Banker Financial Advisor Consultant Attorney Employees Contact Information X X X X X X Business Objectives X X X X X X Financial Statements X X X X P&L X X X Balance Sheet X X X Credit / Debt X X X X Savings andTaxable Investments X X X X X Insurance Protections X X X Quali鍖ed Retirement Accounts X X X Loans X X X X X Mortgage Information X X X Future Expenses X X X X X Current Salary X X Paycheck Stubs X X Bank Statements X X Wills andTrusts X X X Tax Return X X
- 26. ENGINEERING ORGANIC GROWTH turning our customer's customers into ours First Distribution Channel: Financial Advisors, Direct to Consumer Invite Clients to Platform Clients Invite Advisors Advisors Invite New Clients to Platform Banker Financial Advisor Consultant Management Team Insurance Broker Healthcare Provider Real Estate every new share point delivers an exceptional onboarding experience to new customers
- 27. REVENUE MODEL Freemium Standard Plus per user, billed monthlyper user, billed monthly per user, billed monthly Searchable archives of 6 months 10 GB storage per user 5 apps or service integrations Secure data authentication Role-speci鍖c dashboards Ranking /Vetting of Providers Everything in free, including 25 GB storage per user 10 apps or service integrations Custom pro鍖les and user groups Unlimited searchable archives Priority support Everything in standard, including 1TB storage per user Unlimited app integrations 24/7 Support Crowdsourcing capabilities Analytics Smart docs Provider $ $ $ 0 12 25 $ 250per user, billed monthly Everything in plus, including Custom form integration Resource management Client integration Predictive Analytics Real time client opportunity alerts New Customer via Crowdsourcing Estate Administration Consulting Industry Benchmarking Predictive Analytics Additional Revenue Sources only pay per actual new customer upload estate to an electronic personal record strategic insights to grow business deliver solutions to both consumer and providers