1.Building an onlinemarketplace forinvestment managementAsheesh
Advani, CEO
2. Rise of MarketplacesTravel Travelocity, Expedia,
AirBnBEducationSkillShare, TutorSpree Reasons for SuccessRetail
CraftsEbay, Etsy Pricing TransparencyWork Elance, CrowdspringHidden
Jewels (Long Tail)Innovation Kickstarter Quality Filters &
CurationInvestment in Brand/TrustMortgage Lending LendingTree Power
Sellers & BuyersConsumer Lending LendingClubSocial
integrationInsuranceComparison MarketInvestingCovestor 3. Vision
Self-DirectedFull ServiceMarketplaceBrokerageNo EmpowermentTotal
Empowerment Total Empowerment + Minimum Effort Maximum Effort
Minimum Effort 4. Investment Talent on CovestorStrong performance
by managerson platformMore of our managers consistently beattheir
benchmark (e.g. S&P, Russell, etc.)than portfolio managers in
the mutualfund industry by a factor of 3XCovestors most popular
managers (top10, by number of subscriptions) beat theS&P by 14%
over 1 year time horizon 5. How It WorksFront EndSearch and
selection of managers Clients Performance reportingManagersNo
lock-upMarketplace: ManagersControl assets in brokerage acct set
own fees and Low minimum investment strategy Can switch managers
anytimeorders reportsclients brokermanagers brokeraccount
accountfiltered, repltradesBrokericatedBrokertrades
PlatformVerifies manager performance. Routes and filters trades,
reconciles funds. Manages compliance, fees and reporting 6. c 7. 7
8. Content StrategyContent Creation Content Distribution Lead
Capture 9. Content Example 1: MarketWatchModel managers provide
uniquecontent curated by Covestor withlinks back. 9 10. Content
Example 2:Yahoo MarketPulse Link to Manager Profile page Cost of
acquisition = $0 11. Conversion InitiativesEmail Marketing+ Videos
& Webinars + Sales Awareness Consideration TrialPurchase
Loyalty 11 12. Virtual Conference: March 20-21 Covestor-created
conferenceleveraging state-of-the-arttechnology Mimicking look and
feel of atraditional conference, withouttravel time and expense
Building awareness of our modelmanagers Bringing key
businessdevelopment partners who wantaccess to virtual
boothshttp://covestor.com/NextInvest 13. Thank YouAsheesh
AdvaniCEO, [email protected]
http://www.covestor.com/NextInvestMarch 20-21, 2012Registration is
free
