Cashboard - pitchdeck teaser 2016
-
Upload
andre-holdschick -
Category
Economy & Finance
-
view
45 -
download
1
Transcript of Cashboard - pitchdeck teaser 2016
Less Bank. More Cash.
€6.500.000.000.00030% of EU retail liquid assets
parked below inflation
1) MARKETRetail investors are desperately seeking alternative solutions for their savings
Diversified portfolio with automated management starting from €100
2) SOLUTIONEasy, convenient and automated online investment account for retail clients
3) USPThe first and only curated marketplace for retail investment covering all asset classes from all providers
CASHCall money / Time money /
Foreign accounts
FUNDSStock funds /
Bond funds / REITS
ETFETF / ETC / ETN
ALTERNATIVE INV.Precious metals /
Real Estate / Factoring
INNOVATIVE INV.Crowd investing /
P2P Lending / Bitcoin
4) PROCESSAccount opening is available 100% online in three easy steps
FIND THE RIGHT PORTFOLIOcurated process
START
INVESTINGwith only one click
OPEN
AN ACCOUNTcompletely online
CASHBOARD introduced the first paperless investment account in Germany
with inhouse video KYC and electronic signature.
1 2 3
5) PRODUCTConvenient one-stop-shop covering all products to serve all clients needs
5) PRODUCTOur algorithms identify best-in-class products and enable automated management
5) PRODUCTOur portfolio technology enables up- & cross-selling of clients into attractive products with just one click
6) TECHNOLOGYOur open technology platform is compatible with any bank and ready for internationalization
CLIENT MARKET
Secure cash deposits
& withdrawals
Standardized interface
(API)
Client’s
individual bank account
We are an independent marketplace working as an introducing broker
registered by the German banking authorities.
*May 2015: h t tp : / /www.brokerverg le ich.de/on l ine -vermoegensverwal tungen/
7) PERFORMANCENo. 1 online wealth manager in Germany with proven outperformance versus ETF-only portals & banks
TEST OF MAJOR GERMAN PLAYERS*
12 months May 2015 to May 2016
All providers balanced portfolio
(50% bonds / 50% stocks/other)
Benchmark 50/50 Barclays Global
Aggregate Bonds / MSCI World (result -2,27%)
CASHBOARD
Since 10 months in a row No. 1
Only player with profit
Only player outperformed benchmark
Lower loss in bearish AND higher returns
in bullish markets because of alternative
assets (e.g. P2P lending) and lower cost
(no management fee, while others charge 0.5 to 1.5%)
8) TRACTIONWe are the fastest growing online wealth manager in Germany
Invested clients
ROBERT HENKERCEO
CERTIFIED PORTFOLIO MANAGER,
MANAGER KPMG, MBA ESCP
ANDRÉ HOLDSCHICKCIO
INVESTMENT MANAGER,
IT PROJECT MANAGER KPMG
STEPHAN HENKERCOO
FOUNDER NO1 AUTOMATED
TRADING PLATFORM DACH
MARIUS SCHULZECMO
SERIAL ENTREPRENEUR,
EU TECH5-AWARD 2014
9) MANAGEMENTDiverse team with strong IT, finance and start-up background
10) INVESTORSWe are backed by top-tier investors
CONTACT
ROBERT HENKERFounder & CEO
www.cashboard.io • [email protected] • (+49)170/7600647Cashboard, Berlin