Overview pitch 1 31-11 - launch competition

Confidential: Property of Ballooning Nest Eggs, Inc.. Amy Moses ©. Patent Pending

BUSINESS

Hatching a whole new way to share and grow wealth

Under 1/3 of grandparents coordinate grandkids’ college savings with parents. Hartford Financial Services Group

Financial Firms

Parents, Relatives &

Friends

OPPORTUNITY PRODUCT PARTNERS: HOW IT WORKS DELIVERABLES INTRO

Weak relationships w/ next generations = lost $Not engaging family or their broader network

OPPORTUNITY SOLUTION BIZ MODEL TEAM COMPETITION FINANCIALS MILESTONES

Solves Marketplace Gaps with $ Gifting to Kids & Transfer of Wealth

Lack appealing options Kids and parents not connected to $

Ongoing: Transferring WealthGifting Occasions: Holidays & Milestones

$7 trillion passing to Boomers, 1/3 to mass affluents

Target Market

Primary• U.S. parents &

grandparents• Mass affluents +

Secondary • Network of family & friends• Kids 5 - 13

529 assets to double to $250B by 2014

Our Sector: Vast Untapped Market Opportunity

$56M in revenue(year 5)

U.S. Addressable Market: 15.5M HHs; $2.1B Revenue

$7 trillion passing to Boomers, 1/3 to mass affluents

529 assets to double to $250B by 2014


Network of Relatives & Friends

Celebrate the Children

By Growing Their Nest Eggs

Transforms the Uninspired Way We Grow Kids’ Wealth, Taking Investment Gifting Mainstream

First investment gifting platform and registry for families to share childhood celebrations and build youngsters’ nest eggs

Social gifting: Entirely new way to spur family’s network to gift investments


Dynamic social platform provides a new hook to grow their assets under management

Addresses 2 core priorities: social gifting and social media

Target Partners: Full service & self-directed brokerage firms, consumer banks & direct sale mutual fund

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• Grandparents gift $5B / yr. in $

• $21B / yr. spent on toys

First to Connect Financial Partners to This Undeveloped Growth Market


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OPPORTUNITY PRODUCT

Follow up & More Engagement

E-thank-you cards & social media

Manage the Account

Gift tracking

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PARTNERS: HOW IT WORKS DELIVERABLES

New Way of Thinking: Makes $ Gifting Far More Convenient & Appealing Only “all-in-one” site embraces key transactional and experiential sides of investment gifting to

kids

Pique InterestCustom messaging, e-invites / cards

& social media

Give the Gift

Easy process

Enjoy the gift

“Magical world of investing”


Enables Financial Partners to Engage Consumers in Ways They Otherwise Cannot

Segment trust: financial matters vs. family’s personal information


Lucrative Business Model with Attainable Milestones

Twist on affiliate marketing

Acquisition and retention platform

Partners pay BNE fees for each new account and aged assets

But far more value merits premium pricing

Build loyalty, drive transactions and engage family’s broader network

How we reach revenue milestones

MILESTONES OPPORTUNITY SOLUTION BIZ MODEL TEAM COMPETITION FINANCIALS

Uniques & Conversions New BNE Clients / Firm Total Revenue

Year 2 75K; 1.1% 2.5K (4 partners) $3MM

Year 3 348K; 1.3% 6.5K (8 partners) $18MM

Every Aspect of Our Site is Designed to Drive Transactions, Deepen Relationships & Spread the Word

Marketing• PR• Social Media• SEO

Partnerships

TEAM COMPETITION FINANCIALS MILESTONES

E-invites & cards

Social Media

New account fee

Aged asset fee: grows w/ new gifts

New account fees

Partners Pay Us

BIZ MODEL OPPORTUNITY SOLUTION

TEAM MILESTONES FINANCIALS COMPETITION SOLUTION BIZ MODEL OPPORTUNITY TEAMOPPORTUNITY

Confidential: Property of Ballooning Nest Eggs, Inc.. Amy Moses ©. Patent Pending

Amy R. Moses: CEO and Founder 20 years in marketing and business development, innovating and growing revenue for leading

media and entertainment brands

President and Founder of marketing firm. Clients: NBC Universal, CBS Digital Media, Rainbow Media, Warner Bros. and Madison Square Garden

Turner Broadcasting (TBS): Ran ad sales marketing and sponsorships, growing network revenue from $8M to $200+M / year

Christopher Wavrin: Technical Architect 12 years in web development, IT and content management in various leadership positions

At The Washington Times. Director of Technology, heading web development and IT, and previously Online Editor / Internet Content Manager

Specialties: technology innovation, project management and integration

Ruth Feldman: Creative Director 20 years as Creative Director, Editorial Director and Art Director for leading media properties

Karyn McCormack: Content Editor Senior reporter, editor and producer in personal finance journalism

Karen Sion-King: Product Development Expert in web-based applications, focusing on user experiences

20 years in financial services and product development

Team Seasoned in Marketing, Web Development and Operations


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PARENTS / GIFTERS EXPERIENCE

PARENTS / GIFTERS EXPERIENCE

* Awaiting launch

1

TEAM COMPETITION FINANCIALS MILESTONES

Convenient $ Gifting

Highly Experiential

No Company is Adequately Addressing This Market

Families

CompetitorsOne-dimensional: either no $ gifting or gifting experience

Poor execution • Freshmanfund.com

• Ugift.com

• Minyanland.com

• Tykoon *

Short-term savings for store purchases

Focus on adults, not kids• Giftly

• Smartypig.com

• Giftiki

• Depositagift.com

OPPORTUNITY SOLUTION BIZ MODEL

* Launched Beta 1Q12

OPPORTUNITY BUSINESS TEAM MILESTONES FINANCIALS

Full TEAM FINANCIALS MILESTONES

Profitable Launch in Early Years, Scaling in Year 3

COMPETITION

Year 3

• VC raise to build more vigorous V2.0 and vastly expand marketing outreach

• Grow from 4 to 8 financial partners

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OPPORTUNITY SOLUTION BIZ MODEL

Year 1 Year 2 Year 3 Year 4 Year 5

REVENUE ASSUMPTIONS

Conversion Rate (annualized) 1.0% 1.1% 1.3% 1.3% 1.3%

Site Traffic - Uniques (per month) 70,000 130,000 600,000 1,200,000 1,560,000

Kids 29,400 54,600 252,000 504,000 655,200

Adults 40,600 75,400 348,000 696,000 904,800

# of new BNE clients 4,950 10,141 52,710 105,421 141,149

SUMMARY OPERATING FORECASTFinance Firm Fees --$2,343,186 $3,740,781 $17,729,432 $36,953,823 $55,905,495

Sponsorship Fees (kids section) $0 $185,749 $900,169 $1,890,355 $2,580,335

Total Revenue: Gross $2,343,186 $3,926,531 $18,629,601 $38,844,179 $58,485,830

Total Revenue: Net $2,272,668 $3,756,655 $17,726,413 $36,956,150 $55,855,544

Total Expenses $1,134,700 $2,434,640 $14,870,277 $23,167,403 $34,170,600

EBITDA $1,177,888 $1,373,055 $3,987,324 $15,932,376 $24,586,850

Operating Profit Margin 45% 32% 21% 43% 44%

OPPORTUNITY TEAM MILESTONES FINANCIALS

Completed Core Milestones; New $ Brings Us Past Breakeven

Seeking: $1.3MM

COMPETITION

Soft launched (content; 12/11)

Completed prototype

Built accomplished Board of Advisors & core team

Semi-finalist: 2012 Innotribe Challenge, recognizing 10 most innovative US fin tech start-ups

Accepted into Astia (10/10)

Milestones

Phase 1: Complete Phase 2: Launch & Beyond

Raised $328K Use: $750K

6 months: full launch

4 months post-launch

Finish full website: V1.0

Secure partnerships w/ 4 financial firms

Secure content & distribution partners

Full launch

Phase 3: Positive Cash Flow

14 months

Additional Use of $

Site operations

Marketing

General working capital

Revenue: $2.6M (cumulative)

11K accounts

60K uniques / month

Key hires, including CTO

Site operations

Marketing

SOLUTION BIZ MODEL

Use: $550K