Cashboard - pitchdeck teaser 2016

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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 • rh@cashboard.io • (+49)170/7600647Cashboard, Berlin