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Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
Overview pitch 1 31-11 - launch competition
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Overview pitch 1 31-11 - launch competition

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  • I’m Amy Moses, CEO and founder of Ballooning Nest Eggs, a digital venture that will fundamentally change the process for growing kids’ wealth. First noticed a market opportunity when looking to buy a long-term meaningful gift for my nephew’s bar mitzvah. Looked around to see if financial gift options had changed since we were kids; they hadn’t. Ended up giving him a US savings bond. Imagine how exiting it was for him ; for me, gifting experience was awful . Spent my entire career building media and entertainment businesses, and saw how much better this could be done.
  • We solve today’s marketplace needs Consumers Traditional gifting occasions - Complete dearth of appealing $ gift options. They’re impersonal. Unless it’s cash or a check, $ gifts are inconvenient to buy. ” Who knows wehre the $ is going. Parents have no centralized resource to spur and facilitate those gifts Parents and kids aren’t connected to $ passed on across generations b/c the process is too often behind-the scenes & uncoordinated Parents unaware of accounts - Under 1/3 of grandparents coordinate grandkids’ college savings with parents. Hartford Financial Services Group Financial Firms Missing opportunities to grow their asset base b/c they’re not engaging families in their everyday lives or their broader network Weak ties with next generations are core reason why firms lose 80% of assets after the account holder passes.
  • Investment gifting sector is remarkably undeveloped Market With 529 assets expected to double in 5 years and trillions passing on to Boomers over the next decade, our timing is ripe Our addressable market is sizable with HHs and revenue We expect to be a $92MM business in year 5 Target Market Primary: Account holders – US Parents and Grandparents – mass affluents +
  • We’re upending today’s uninspired ways of growing kids’ wealth, taking investment gifting mainstream BNE is bringing much needed imagination and a 21st century relevance to a sleepy, staid category We’re the first investment gifting platform and registry for families to share childhood celebrations and build youngsters’ nest eggs Entirely new way to s pur a family’s relatives and friends to give $ gifts to kids. Think of it a social gifting . Our approach is innovative , yet straightforward : We prompt relatives and friends to celebrate the child for many different events By growing their nest eggs
  • We are the first venture to connect financial partners to this growth market At our core, we’re a robust social giftng platform for those partners, providing a powerful new hook to grow their AUM Interest in our platform is taking off – because social gifting and social media financial firms are now high priorities and none have figured out how to do it well or even at all. UBS and Merrill / BofA In terms of how it works, those firms, who are at the heart of our business model , still own the client relationships – advising and selling; we simply provide a whole new layer of customer interaction
  • Our solution vastly increases the convenience and appeal of investment gifting Themed e-cards / invitations and social media pique interest Process lets you for the first time easily gift directly into a child’s investment account Our “ magical world of investing ” kids site connects the child to each gift E-thank you cards and social media recognize generous act of gifting We close the loop with gift tracking tools Each step along the way benefits our partners From enmeshing them into the family’s celebrations to getting implied endorsements from the family to their entire network
  • Now why will financial firms turn to us v. doing this themselves? Simply, consumers will share information with us that they just won’t give their financial institution Themed invitations – Families don’t want their firms to have access email addresses of everyone who’s receives an invitation to their kids birthday party Social media page… Families don’t want their firms to know every time their child loses a tooth or how they’re celebrating Christmas.
  • We have a lucrative business model We’re an acquisition and retention vehicle for our partners They pay us fees for each new account and retained assets On one level we’re an affiliate marketing platform – an acquisition vehicle – similar to mint.com - sold for $170MM. But our far more value merits a premium price Unlike standard affiliate platforms, we build loyalty, drive repeat transactions and engage the families’ broader network Once the account is opened our relationship is just beginning. We reach our revenue goals in years 2 & 3 with these attainable consumer stats and # of new BNE clients / firm
  • Every aspect of our site is designed to drive transactions, strengthen relationships and spread the word. Marketing and distribution partnerships - bring us our family, who opens an BNE investment account with one of our partners. Family uses our e-tools to share their child’s celebrations with their network, prompting them to give a BNE gift. As we deepen the relationships, those gifters eventually become account holders Notice too, which steps brings us revenue – opening accounts and gifting
  • Our team is seasoned in core functional areas and industries Me: Spent my entire career building media and entertainment businesses Before this, I founded and ran a boutique biz dev firm, working for clients like NBC Universal and Warner Bros. I ran ad sales marketing and sponsorships for Turner Broadcasting, growing network revenue from $8M - $200M / year Karen and Bob have deep backgrounds in financial services, parent-oriented brands and digital start-ups
  • Right now no one is adequately developing this market The few ventures that have tried have fallen woefully short . Close competitors - one-dimensional and have dated executions Two recent entrants – smartypig and depositagift - execute better. But they’re focused on short-term savings for store purchases and adults – far different user experience
  • We expect to be profitable in year 1 Break-even on cash flow - 1 half of year 2 Base # of clients and conversions on stats that are in line with broader industry trends We’re planning to scale in year 3 after raising VC funds and doubling the number of financial partners to 8
  • Seeking $1.3MM to get us to past break-even In phase 1, we’ve reached several key milestones Prototype, fundraising and patents Core upcoming milestones: Phase 2: Complete full website Phase 3: Reach these revenue, traffic and a ccount projections
  • Transcript

    • 1. <ul><ul><li>Confidential: Property of Ballooning Nest Eggs, Inc.. Amy Moses ©. Patent Pending </li></ul></ul>BUSINESS Hatching a whole new way to share and grow wealth
    • 2. Under 1/3 of grandparents coordinate grandkids’ college savings with parents. Hartford Financial Services Group <ul><ul><li>Financial Firms </li></ul></ul><ul><ul><li>Parents, Relatives & Friends </li></ul></ul>OPPORTUNITY PRODUCT PARTNERS: HOW IT WORKS DELIVERABLES INTRO <ul><ul><li>Weak relationships w/ next generations = lost $ </li></ul></ul><ul><ul><ul><li>Not engaging family or their </li></ul></ul></ul><ul><ul><ul><li>broader network </li></ul></ul></ul>OPPORTUNITY SOLUTION BIZ MODEL TEAM COMPETITION FINANCIALS MILESTONES Solves Marketplace Gaps with $ Gifting to Kids & Transfer of Wealth <ul><li> Lack appealing options </li></ul><ul><ul><li>Kids and parents not connected to $ </li></ul></ul><ul><ul><li>Ongoing: Transferring Wealth </li></ul></ul><ul><ul><li>Gifting Occasions: Holidays & Milestones </li></ul></ul>
    • 3. $7 trillion passing to Boomers, 1/3 to mass affluents <ul><li>Target Market </li></ul><ul><li>Primary </li></ul><ul><li>U.S. parents & grandparents </li></ul><ul><ul><li>Mass affluents + </li></ul></ul><ul><li>Secondary </li></ul><ul><li>Network of family & friends </li></ul><ul><li>Kids 5 - 13 </li></ul><ul><ul><li>529 assets to double to $250B by 2014 </li></ul></ul><ul><li>Our Sector: Vast Untapped Market Opportunity </li></ul>$56M in revenue (year 5) <ul><ul><li>U.S. Addressable Market: </li></ul></ul><ul><ul><li>15.5M HHs; $2.1B Revenue </li></ul></ul>$7 trillion passing to Boomers, 1/3 to mass affluents <ul><ul><li>529 assets to double to $250B by 2014 </li></ul></ul>OPPORTUNITY SOLUTION BIZ MODEL TEAM COMPETITION FINANCIALS MILESTONES
    • 4. Network of Relatives & Friends Celebrate the Children By Growing Their Nest Eggs <ul><li>Transforms the Uninspired Way We Grow Kids’ Wealth, Taking Investment Gifting Mainstream </li></ul><ul><ul><li>First investment gifting platform and registry for families to share childhood celebrations and build youngsters’ nest eggs </li></ul></ul><ul><ul><li>Social gifting: Entirely new way to spur family’s network to gift investments </li></ul></ul>OPPORTUNITY SOLUTION BIZ MODEL TEAM COMPETITION FINANCIALS MILESTONES
    • 5. <ul><li>Dynamic social platform provides a new hook to grow their assets under management </li></ul><ul><li>Addresses 2 core priorities: social gifting and social media </li></ul><ul><li>Target Partners: Full service & self-directed brokerage firms, consumer banks & direct sale mutual fund </li></ul>xx <ul><ul><li>Grandparents gift $5B / yr. in $ </li></ul></ul><ul><ul><li>$21B / yr. spent on toys </li></ul></ul>First to Connect Financial Partners to This Undeveloped Growth Market OPPORTUNITY SOLUTION BIZ MODEL TEAM COMPETITION FINANCIALS MILESTONES X
    • 6. OPPORTUNITY PRODUCT <ul><ul><li>Follow up & More Engagement </li></ul></ul><ul><ul><li>E-thank-you cards & social media </li></ul></ul><ul><ul><li>Manage the Account </li></ul></ul><ul><ul><li>Gift tracking </li></ul></ul>PARTNERS: HOW IT WORKS DELIVERABLES <ul><li>New Way of Thinking: Makes $ Gifting Far More Convenient & Appealing </li></ul><ul><li>Only “all-in-one” site embraces key transactional and experiential sides of investment gifting to kids </li></ul><ul><ul><li>Pique Interest </li></ul></ul><ul><li>Custom messaging, e-invites / cards & social media </li></ul><ul><ul><li>Give the Gift </li></ul></ul><ul><ul><li>Easy process </li></ul></ul><ul><ul><li>Enjoy the gift </li></ul></ul><ul><ul><ul><li>“ Magical world of investing” </li></ul></ul></ul>OPPORTUNITY SOLUTION BIZ MODEL TEAM COMPETITION FINANCIALS MILESTONES
    • 7. <ul><li>Enables Financial Partners to Engage Consumers in Ways They Otherwise Cannot </li></ul><ul><ul><li>Segment trust: financial matters vs. family’s personal information </li></ul></ul>OPPORTUNITY SOLUTION BIZ MODEL TEAM COMPETITION FINANCIALS MILESTONES
    • 8. <ul><li>Lucrative Business Model with Attainable Milestones </li></ul><ul><li>Twist on affiliate marketing </li></ul><ul><ul><li>Acquisition and retention platform </li></ul></ul><ul><ul><li>Partners pay BNE fees for each new account and aged assets </li></ul></ul><ul><li>But far more value merits premium pricing </li></ul><ul><ul><li>Build loyalty, drive transactions and engage family’s broader network </li></ul></ul><ul><li>How we reach revenue milestones </li></ul>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
    • 9. Every Aspect of Our Site is Designed to Drive Transactions, Deepen Relationships & Spread the Word <ul><li>Marketing </li></ul><ul><li>PR </li></ul><ul><li>Social Media </li></ul><ul><li>SEO </li></ul><ul><li>Partnerships </li></ul>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
    • 10. TEAM MILESTONES FINANCIALS COMPETITION SOLUTION BIZ MODEL OPPORTUNITY TEAM OPPORTUNITY <ul><ul><li>Confidential: Property of Ballooning Nest Eggs, Inc.. Amy Moses ©. Patent Pending </li></ul></ul><ul><li>Amy R. Moses: CEO and Founder </li></ul><ul><li>20 years in marketing and business development, innovating and growing revenue for leading media and entertainment brands </li></ul><ul><ul><li>President and Founder of marketing firm. Clients: NBC Universal, CBS Digital Media, Rainbow Media, Warner Bros. and Madison Square Garden </li></ul></ul><ul><ul><li>Turner Broadcasting (TBS): Ran ad sales marketing and sponsorships, growing network revenue from $8M to $200+M / year </li></ul></ul><ul><li>Christopher Wavrin: Technical Architect </li></ul><ul><li>12 years in web development, IT and content management in various leadership positions </li></ul><ul><li>At The Washington Times . Director of Technology, heading web development and IT, and previously Online Editor / Internet Content Manager </li></ul><ul><li>Specialties: technology innovation, project management and integration </li></ul><ul><li>Ruth Feldman: Creative Director </li></ul><ul><li>20 years as Creative Director, Editorial Director and Art Director for leading media properties </li></ul><ul><li>Karyn McCormack: Content Editor </li></ul><ul><li>Senior reporter, editor and producer in personal finance journalism </li></ul><ul><li>Karen Sion-King: Product Development </li></ul><ul><li>Expert in web-based applications, focusing on user experiences </li></ul><ul><li>20 years in financial services and product development </li></ul>Team Seasoned in Marketing, Web Development and Operations OPPORTUNITY SOLUTION BIZ MODEL TEAM COMPETITION FINANCIALS MILESTONES
    • 11. . PARENTS / GIFTERS EXPERIENCE * Awaiting launch 1 TEAM COMPETITION FINANCIALS MILESTONES Convenient $ Gifting Highly Experiential No Company is Adequately Addressing This Market Families <ul><li>Competitors </li></ul><ul><li>One-dimensional: either no $ gifting or gifting experience </li></ul><ul><li>Poor execution </li></ul><ul><ul><li>Freshmanfund.com </li></ul></ul><ul><ul><li>Ugift.com </li></ul></ul><ul><ul><li>Minyanland.com </li></ul></ul><ul><ul><li>Tykoon * </li></ul></ul><ul><li>Short-term savings for store purchases </li></ul><ul><li>Focus on adults, not kids </li></ul><ul><ul><li>Giftly </li></ul></ul><ul><ul><li>Smartypig.com </li></ul></ul><ul><ul><li>Giftiki </li></ul></ul><ul><ul><li>Depositagift.com </li></ul></ul>OPPORTUNITY SOLUTION BIZ MODEL * Launched Beta 1Q12
    • 12. Full OPPORTUNITY BUSINESS TEAM MILESTONES FINANCIALS TEAM FINANCIALS MILESTONES Profitable Launch in Early Years, Scaling in Year 3 COMPETITION <ul><li>Year 3 </li></ul><ul><li>VC raise to build more vigorous V2.0 and vastly expand marketing outreach </li></ul><ul><li>Grow from 4 to 8 financial partners </li></ul>X X OPPORTUNITY SOLUTION BIZ MODEL
    • 13. 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

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