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Wetradetogether

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Wetradetogether

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Our rm offers a social network for investors,
financial professionals and businesses to share
informa on about market trends, market sen -
ment and to seek professional advice. Thereby
democra zing financial knowledge to allow for
social learning and the empowerment of individuals
and professionals. The purpose of our social
network is to help everyone with a passion or
interest in financial markets make be er decisions.
We plan to do so by being the first company
to provide various integrated solu ons in a
single specialized loc n; the first for both investors
and advisors. Currently no other rm
allows for a deeper level of understanding and
discussion of financial markets and investment
topics. Our robust feature set will be the first in
the industry.

Our rm offers a social network for investors,
financial professionals and businesses to share
informa on about market trends, market sen -
ment and to seek professional advice. Thereby
democra zing financial knowledge to allow for
social learning and the empowerment of individuals
and professionals. The purpose of our social
network is to help everyone with a passion or
interest in financial markets make be er decisions.
We plan to do so by being the first company
to provide various integrated solu ons in a
single specialized loc n; the first for both investors
and advisors. Currently no other rm
allows for a deeper level of understanding and
discussion of financial markets and investment
topics. Our robust feature set will be the first in
the industry.

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Wetradetogether

  1. 1. WeTradeTogether June 2012 Private & Confidential Do Not Distribute The place for better decisions.
  2. 2. What we do? WeTradeTogether is a specialized social network, built specifically for the financial sector, to be used by traders, investors and financial professionals. Screenshot of beta user homepage.
  3. 3. Investors & Traders • Money lost to poor decisions, or opportunity costs for being uninvested • Too much time spent trying to understand complicated topics • Accessing resources across platforms • Money spent on management fees, or inability to utilize top managers WeTradeTogether Solutions • Real-time centralzied information • Social learning, community building & analytical tools • Sentiment Index • Valuable time spent sourcing clients • Untapped revenue due to social media participation constraints • Money spent on compliance fees or fines • Regulatory compliance related to social media & archiving communication Financial Professionals, Advisors & Brokers • Single location for offering services, regulatory compliance and interacting with current or potential clients Problem
  4. 4. Key Features • Portfolio sharing • Freelance platform • Micro-blogging • Trading simulator • Interactive charting • Tradingcast • Cloud storage • Sentiment Index • … • Portfolio Sharing • Sentiment Index Investors • Compliance • Lead Generations Advisors & Brokers • Collaborative Workspace • Fundraising Businesses
  5. 5. Traction • Core technology & software in place – Website in private beta • Strong traffic – All organic, no paid advertising • 30,000 potential users streaming to the site – From Twitter • Yodlee – Accepted to Accelerator program – For development of “portfolio share” feature Wetradetogether.com Daily Visitors 1,071 Daily Page views 35,343 Global Traffic Rank 247,057
  6. 6. Market Opportunity Almost 50 million potential users 4.8 million financial professionals 44 million online investors in the U.S. Investors – • Web users are increasing worldwide • Increasing demand for understanding financial topics • More tools required to understand the financial markets • People want empowerment over finances - evidenced by success of Mint.com, StockTwits, eToro, Covestor Financial Professionals– • Financial authorities have regulated access to social networks by financial professionals - 40% do not have a social media presence - 66% are not FINRA compliant with record keeping
  7. 7. Customers & Users Investors • Analyze markets • Learn techniques • Find & share ideas Financial Professionals • Find new leads • Maintain regulatory compliance • Safely share information Businesses • Archive communication • Interact with investors
  8. 8. Revenue Model Email Marketing SEMOrganic / SEOSocial Media Online Events Club Memberships / Subscriptions $9 - $250 monthly fee with various levels for accessing features Marketplace & Freelance Platform % of transactions & advertising revenues Acquisition Techniques Registered Users Active Users Home Page Paid Users Free + Premium = Freemium
  9. 9. Go to Market Strategy Capture • Partners – Will help drive traffic and support users in return for percent of revenue • Social Media – Disseminates practical information and the advantages of Wetradetogether services • Natural Search (SEO) – Optimizing the site for the main search engines • Online Events – During the initial phase of validation, we will hold online events for users and partners Retain • Community Building – Free access to services, even with limited functionality, will allow for the creation of discussion groups amongst users. • Content – Interesting and useful financial information, along with the latest news on the evolution of analytical techniques and market predictions • Personalization – Customized weekly newsletter, providing information based on user interest • Retention Marketing – Offer discounts on products, special offers, marketplace services and couponsPlanned Launch: November 27
  10. 10. Competition Features Wetradetogether StockTwits Zecco LinkedFA LinkedIn Standalone social network? Integration with other social networks? Regulatory compliance? Sentiment index? Trading simulator? Portfolio construction tools? Analytic & learning tools? Collaborative workspace? All major investments covered? Ability to form private groups? Streaming portfolios from multiple institutions?
  11. 11. Competitive Advantages • Aim to be the only financial social network with 100% FINRA and SEC compliance • Dedicated to both professional and casual financial market participants • Technology delivers deep level data & tools – Market stats, quotes, charting and graphics, portfolio data, benchmarking performance, asset allocation • All markets and investments delivered – FX, Fixed Income, Equities, ETFs, OTC, private and alternative investments on a single social network
  12. 12. Team Alfredo Baraldi CIO Riccardo Baraldi President Pamela Murtas VP, Communications Roberto D’Ambrosio COO Fabio DeFilippis CFO Oriano Moro Financial Advisor
  13. 13. Financials Key Metrics Year 1 Year 2 Year 3 Year 4 Total Registered Wetradetogether Users 200,000 1,000,000 1,350,000 1,500,000 Key Financial Data Revenue 815,000$ 3,560,000$ 16,770,000$ 27,460,000$ Cost of Revenue 518,050$ 2,070,400$ 782,500$ 11,502,800$ Operating Expenses 57,812$ 578,442$ 1,321,873$ 2,157,488$ EBIT 239,038$ 911,158$ 7,595,627$ 13,799,712$
  14. 14. Funding • Funding to Date • $850,000 for seed funding and securing the software • Currently seeking $500,000 – Use of proceeds • Computer equipment, engineering & development • To refine the platform, complete planned features and go-to-market – Will last the company 6 months • A bridge to next round and revenue positive
  15. 15. Questions? Wetradetogether Corp. 244 5th Ave., Suite 2003 New York, NY 10001 alfredo.baraldi@wetradetogether.com skype alfredobaraldi Phone +16464194288 Fax +1 646 568 5162 cellular phone +39 3465250299
  16. 16. Appendix: Timeline 3Q12 4Q12 1Q13 2Q13 - Website in beta - Software developed - Launch website - 2,000 power users 2014 Capital raise - Scale the company - Focus on user acquisition Capital raise - Validate enterprise and educational clubs - Optimize sales process - Customer validation - Development of new services - Reach 200,000 active users - Development of mobile app - Hire 100 affiliates - Hire 50 partners
  17. 17. Appendix: Exit Strategy • Share buyback, IPO or Acquisition Potential Acquirers Key Advantages Retail Brokerage Firms Expand their market to investors under $500K with “self-service” advisory services, such as our Share Portfolio platform Financial Portals Provide new social services, such as our Clubs and Tradingcast platforms Financial Advisory Firms Integrate their platform with our social network Multi-Level Marketing Companies Secure exclusive distribution of our services through affiliate programs
  18. 18. Appendix: Revenue Breakdown Revenue Source % of Revenue • Membership Club Fees – Trader & Professional (monthly fees) 80% – Enterprise (monthly fees) 10% – Educational (monthly fees) 5% • Market Place 5% – Social e-Commerce (% of transaction) – Social e-Procurement (% of transaction) – Social Promotion / Advertising (cost per action)
  19. 19. Appendix: Planned Tools & Features • Share Portfolio – Trading transactions & portfolio data steamed from various institutions. • Notary – Regulatory compliance service for authorized access to resources, and control and restraint of publishing content and archiving communication. • Pluto Trade – Trading simulator and training platform • Compass Advisor – Statistics and Google Analytics for the Clubs
  20. 20. Appendix: Sales Strategy 1) Power Users will promote the social network and contribute to the recruitment of affiliates and partners. – 2,000 power users will be recruited and will be incentivized economically through the affiliation program as remisiers (commission basis). We will recruit power users through Facebook, Twitter, LinkedIn, as well as our list of 40,000 most active traders on Twitter. 2) Affiliates and Partners will sell services and generate new users for our social network. – After the third month of opening the site to power users, we plan to distribute services through affiliates and partners. Affiliates and partners will be versed how to respond to the recurrent objections surrounding the use of social networks. 3) Social Network Users will grow along the lines of referrals and other social network outlets. – After sufficient time, the social network is expected to self-generate new users and clients through a virtuous distribution process.

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