fundMyLife Pitch Deck
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Transcript of fundMyLife Pitch Deck
![Page 1: fundMyLife Pitch Deck](https://reader036.fdocuments.net/reader036/viewer/2022070514/587e49311a28abeb1a8b4aed/html5/thumbnails/1.jpg)
Welcome
![Page 2: fundMyLife Pitch Deck](https://reader036.fdocuments.net/reader036/viewer/2022070514/587e49311a28abeb1a8b4aed/html5/thumbnails/2.jpg)
Limited pool of financial advisors (FA) for people looking for financial planning
Need to know FAs better before engaging them
Lead generation is a constant challenge for FAs
Problem
![Page 3: fundMyLife Pitch Deck](https://reader036.fdocuments.net/reader036/viewer/2022070514/587e49311a28abeb1a8b4aed/html5/thumbnails/3.jpg)
Problem
![Page 4: fundMyLife Pitch Deck](https://reader036.fdocuments.net/reader036/viewer/2022070514/587e49311a28abeb1a8b4aed/html5/thumbnails/4.jpg)
A web marketplace where- Users can browse through a selection of FA profiles and reviews to:
- Financial advisors can market themselves to:
Solution
Discover advisors they can
relate to
Make informed decisions to engage
financial advisors
Demonstrate both a professional and
personal side
Obtain additional leads
![Page 5: fundMyLife Pitch Deck](https://reader036.fdocuments.net/reader036/viewer/2022070514/587e49311a28abeb1a8b4aed/html5/thumbnails/5.jpg)
Product
Browse Profiles
Get to Know Them
Connect
![Page 6: fundMyLife Pitch Deck](https://reader036.fdocuments.net/reader036/viewer/2022070514/587e49311a28abeb1a8b4aed/html5/thumbnails/6.jpg)
Market Size
1.0k
30k advisors in Singapore*
25 – 35 years oldDigital native
Social media savvy*Ministry of Manpower, 2014
![Page 7: fundMyLife Pitch Deck](https://reader036.fdocuments.net/reader036/viewer/2022070514/587e49311a28abeb1a8b4aed/html5/thumbnails/7.jpg)
fundMyLife charges financial advisors for a monthly subscription, free to use for users.
Business Model
1.0k
Estimated number offML clients in Singapore
$49/Month
Average fee
$588k/year
Potential market size
![Page 8: fundMyLife Pitch Deck](https://reader036.fdocuments.net/reader036/viewer/2022070514/587e49311a28abeb1a8b4aed/html5/thumbnails/8.jpg)
Competition
Personal Formal
Corporate
NeutralAffiliation
Tone
![Page 9: fundMyLife Pitch Deck](https://reader036.fdocuments.net/reader036/viewer/2022070514/587e49311a28abeb1a8b4aed/html5/thumbnails/9.jpg)
Team
Wesley GoiNUS PhD
Tech cofounderBig data specialist
& full stack dev
Jackie TanNTU PhD
Business cofounderJackie of all trades
NUS classmates for 4 yearsMet in a hackathon in 2015
Ideation to MVP in 6 months