Investment Research Reports for Alternative Finance - by All Street at #ebbflisbon

Investment Research Reports

for Alternative Finance

ebbf presentation Emanuela Vartolomei - AllStreet

©All Street 2015 | Presentation HIGHLY CONFIDENTIAL – NOT FOR DISTRIBUTION

Investment Research Reports for Alternative Finance


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The first company to bring independent investment research to the mass market

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Independent

Proprietary Data

Expert Community

Affordable

Standard Information

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Game Changer

The Standard&Poor’s for Masses


Our Social Mission

For Social Enterprises

Increased Access to Finance Engage with the masses and bring more people to invest in social ventures, early stage and small companies

For our Society

A New Financial System Democratization of Finance

Avoid entrenched conflicts of interest

Promoting responsible investment behavior

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For The Rest of US Market Maker for the Alternative Finance

Financial Education Provider for Masses

For the Industry Independent Standard Setting Watchdog

Benefits from low-cost, self-regulatory approach

Supports transparency and investor education


For the first time, ordinary people are able to go online and invest in companies they believe in

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Enabling direct financial transactions between

individuals

The “People’s Bloomberg”

The “Tesco of Finance”

Traditional Finance: All financial flows go through traditional

intermediaries

Our Vision


Awards

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“Our 2014 Fast Growth Award Winners are exceptional entrepreneurs tackling some of our most difficult social problems.”

This prestigious social enterprise award is funded by the UK Big Lottery Fund Scheme and will match every pound of external founding raised up by All Street to a limit of £100,000 of during the next 12 months. All Street was selected from more than 450 high potential applicants.


Media Coverage


The Problem

unsecured finance

between £50,000 and £250,000

is very hard to find

The World Bank estimates a US$3-4trn funding gap for micro, small and medium enterprises in the post-2008 world.

This is a legitimate financing need drives the growth of crowdfunding.

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Social Enterprises

Early Stage Companies

Small and Medium Size Companies


Crowdfunding in the UK

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Source: Nesta Report


Global Crowdfunding Market

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$431Bn Private Equity

$48Bn VC

$0.2Bn Crowdfunding Equity


Global Investors Market Size

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Source: Global Wealth Report, Allianz 2014

1 Billion for 20% population

500 million for 10% population

Our Target Market


Interest in Crowdfunding

Innovators

2.5%

EarlyAdopters13.5%

EarlyAdopters34%

EarlyAdopters34%

Laggards

16%

Current level of maturity for Crowdfunding

Market share

100

75

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25

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Lack of Information: 60% of surveyed consumers concerned about “perceived risks and a lack of information” about individuals and businesses that seek crowdfunding. (Nesta, Alt Fin Report, 2014) Biased Information: FCA noticed that the platforms omitted important information that could mislead investors, leaving them with an “unrealistically optimistic impression of the investment.” Advice Gap 8 million people only in the UK , mass affluent and mass market customers are in the advice gap, unable or unwilling to accept financial advice. (Deloitte, Bridging the Advice Gap, 2014)

Key drivers of Information Gap

D E M O C R A T I S A T I O N O F F I N A N C E

Perceived risks and a Lack of Information Advice Gap


Our Solution

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Helping People to Invest in Crowdfunding Projects By providing Standard Investment Research Reports Social Impact Environmental Projects Innovative Businesses

A new peer to peer information provider the next generation Moody’s & Bloomberg

Value for Money: £25 for 5 reports or £10 for one report


!Business Process

1.  Investment Intent Rises Dramatically, more than 4X when 3rd party review and visibility is available

2.  There is a strong appetite for early stage investment with 58% of all respondents indicating high interest

Research Report Rationale

CrowdFundIQ Benchmark Study TM © 2013, EarlyIQ


New Pitch Posted

Report Availability • Whole CF Period • Typically 60-90 days

Contents of the Report • Industry Overview • Business Model Assessment • Investment and Team Analysis • Pros & Cons of the Investment • Suggested further Due Diligence

Operational Infrastructure • Investment Report Writers • Industry Experts • Each report created in 2-3 days

Real time access + priority requests

One report: £10

!Business Process

Industry Expert Network • All report sections open to comments • Visible Experts Profiles

Operational model

Research report generation

Investment Report Created

Industry Experts Comments

End of Report Availability

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Operational model

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Investors Pay Subscription

800 Crowdfunding platforms

Standard research reports Equity Debt Project finance

1 million Crowdfunding projects

Input Project owner Paid contributor

Community Industry Experts including Investors, Entrepreneurs, etc comment on the deal

Review Inhouse research team


Our Product Range

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Industry Experts

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The Core Team Emanuela Vartolomei, CEO Founder | Maverick | Game-Changer |

Thomas Lee Warren, CTO Co-Founder | Transformational | Passion for data |

Anna Kieryk, CFA, Senior Researcher Independent Thinker | Pioneer

Lise Kagenow Global | Visionary | Serial Entrepreneur |

Board

Kristina Langhein, Creative Director Straight-talking | Dynamic | Pocket-rocket

Rex Kempcke, Head of Research Co-Founder | Early-Adopter | Decentralist |

Nigel Kershaw, OBE Challenger | Spirited | Arsenal Supporter Social Entrepreneur |

Kevin Riches Serial Entrepreneur | Connector | Epic | Arsenal Supporter