AnalytixInsight Corporate Presentation 2014
 

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http://www.analytixinsight.com 181
http://www.kinvestorcenter.com 113
http://dev39.capitalcube.com 11
http://212.123.18.162 2

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  • No preloaded app available on smart devices for finance

AnalytixInsight Corporate Presentation 2014 Presentation Transcript

  • 1. Big Data Analytics. Actionable Insights. www.analytixinsight.com TSXV:ALY Sept, 2014
  • 2. Safe Harbor Statement • Statements about the Company’s future expectations and all other statements in this presentation other than historical facts, are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and as that term is defined in the Private Securities Litigation Reform Act of 1995. The Company intends that such forward-looking statements be subject to the safe harbors created thereby. • The information in this document contains information relating to the Company that is based on the beliefs of the Company and/or its management, as well as assumptions made by any information currently available to the Company or its management. When used in this document, the words “anticipate,” “estimate,” “expect,” “intend,” “plans,” “projects,” and similar expressions, as they relate to the Company or its management, are intended to identify forward-looking statements. Such statements reflect the current view of the Company regarding future events and are subject to certain risks, uncertainties and assumptions, including the risks and uncertainties noted. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove to be incorrect, actual results may vary materially from those described herein as anticipated, believed, estimated, expected, intended or projected. In each instance, forward-looking information should be considered in light of the accompanying meaningful cautionary statements herein. Factors that could cause results to differ include, but are not limited to, successful performance of internal plans, the impact of competitive services and pricing and general economic risks and uncertainties. 2
  • 3. A Growing Need : Big Data Analytics Current Scenario • Abundance of data, scarcity of information • Most analysis results are numerical and need additional processing/ interpretation Market Opportunity • Actionable Information from data • Obtain usable auto generated narratives – shortening analysis cycle time; Predictive Analysis 3  Gartner says very few companies currently use predictive (13%) or prescriptive (3%) analysis for their data  Forrester Research suggests that Software-as-a-Service (SaaS) to grow 3 times faster than traditional software companies For Discussion Purposes Only. Strictly Private and Confidential.
  • 4. AnalytixInsight: SaaS based Big Data Analytics Platform 4 Aggregate, Integrate • Aggregate data from various sources Process • Process raw data Analyze • Numerical, interpreted analysis Insight • Actionable, auto-generated narratives Current offerings AnalytixInsight  Platform applicable across industries, sectors and applications  Scalable platform can seamlessly analyze data to provide meaningful insights  Current demonstrated application – equity & ETF research narratives (www.capitalcube.com). New additions leverage Analytixinsight platform in social media data For Discussion Purposes Only. Strictly Private and Confidential.
  • 5. AnalytixInsight: Unique Predictive Analysis Platform  Proprietary predictive analysis tool  Data integrated from multiple sources  Extensible, customizable domain based rules (currently 10K+)  100 billion+ data computations daily  Cloud based, Scalable architecture  Produces actionable narrative, not just numbers 5 Cloud based platform + Big Data Domain Expertise For Discussion Purposes Only. Strictly Private and Confidential. Actionable narrative Financial services Social media analytics Market research, advertizing Healthcare Pharma and Biotech
  • 6. Financial Analytics 6 Current Scenario Rise of the self directed investor Investors seeking global opportunities in emerging markets Increased cost pressures on research to “do more with less” Data limited by geographies and language Limited and expensive research from other reliable sources Financial data providers trying to increase offering  Bloomberg announces a political site and TV show (Sept 4, 2014). Wants to be the ESPN of business news and grow beyond their “terminals” For Discussion Purposes Only. Strictly Private and Confidential.
  • 7. AnalytixInsight: Business Model 7 Mobile Platform B2B Online Content Distribution and Licensing IP Licensing for Content Creation www.capitalcube.com For Discussion Purposes Only. Strictly Private and Confidential.
  • 8. The Engine 8 AnalytixInsight Produces actionable and readable analysis on companies Does more than 100 billion computations per day on financial data Covers more than 45,000 equities and ETFs Stockwall covers 16 exchanges across North America & Europe Capitalcube covers more than 100 exchanges worldwide Offers multi-language and highly customizable capability facilitating ease of deployment For Discussion Purposes Only. Strictly Private and Confidential.
  • 9. Mobile usage statistics  Roughly 20% of all mobile users have or are conducting a financial activity on their phone  According to eMarketer, 25% of the world population uses a smartphone (1.76 billion people) 9 First mover advantage in the mobile space is key to big data analytics
  • 10. Going Mobile : Expanding with Samsung  In January 2014, signed an agreement with Samsung Electronics to offer equity analysis platform on all Samsung smart devices – phones, tablets, wearables and smart TV. - The mobile offering  Currently preloaded with Samsung smart devices  Mobile offering will provide access to big data analytics to millions of users worldwide  Ultimate goal - to provide comprehensive stock price trading data and company analysis leading to trade execution capability on secure mobile platforms 10 For Discussion Purposes Only. Strictly Private and Confidential.
  • 11. Samsung – A partner  Samsung released new devices at the IFA tech conference 2014, Berlin held on Sept 4  A number of new and updated apps have been announced in conjunction with the devices – official press release to follow  Stockwall unveiled as key content partner  Deal terms  Pre loaded in Samsung smart devices ~250 million devices  Revenue share approx. 70:30 per download per month  Content comprises real time data, analytics powered by “AnalytixInsight” 11
  • 12. Stockwall: Financial App for Smart Devices  Seamless app tying real time stock price, company analysis from CapitalCube and a trading platform – Easy to use app for financial analytics For Discussion Purposes Only. Strictly Private and Confidential. 12
  • 13. Stockwall – Business Case  Currently, the only financial analysis app for the mobile market with real time quotes and automatically generated narratives/research  Stockwall to be a “go to” app for financial information just as  Facebook and Google are trying to be the landing pages with the introduction of Facebook Paper and Google+  Yahoo’s daily digest app for news customized for Canada/ US/ UK / International  Stockwall can have an international release with multi- language capability For Discussion Purposes Only. Strictly Private and Confidential. Automatically generated actionable analysis Real time quotes Multi - language capability Trade execution capabilities, External content 13
  • 14. Mobile user valuation 14  Average revenue per user (ARPU) is one of the key metrics in valuing tech firms  Google’s ARPU is $45, with Facebook and Twitter are at $7 and $3 respectively Valuation per user For Discussion Purposes Only. Strictly Private and Confidential.  Apps like Instagram, Whatsapp, Snapchat, Skype are valued for acquisition of behavioral data  Youtube, Spotify, Supercell are valued for content *valuation as of Feb 2014
  • 15. B2B – Platform Services 15  Platform services for licensing and integrating “Analytixinsight” content and technology  Available as  API  Widgets  Embeddable code  Provides “plug and play” facility for data and graphs to be shared with financial information providers, business websites, educational institutions, etc. platform.capitalcube.com For Discussion Purposes Only. Strictly Private and Confidential.  Uses “AnalytixInsight” engine  Process feeds from diverse sources and convert them to actionable statements  Provides complete data analysis capability  Can re-use CapitalCube data and data models for faster implementation  Can be used to generate customized report for business clients like banks, financial institutions Content Distribution and Licensing IP Licensing for Content Creation
  • 16. CapitalCube Financial Analytics offering Coverage - Equities/ mutual funds/ ETFs - Limited companies covered - Regional - Equities/Mutual funds/ETFs - 45,000 tickers - Global (across intl. exchanges) Stock screens - Based on data points - Restrictive - Predominantly technical screens - Thematic/ algorithmic - Uses analysis output - Screens are technical and fundamental Performance reports - Limited updates - Only on the selected company - Relative to peers selected automatically - Updated daily - Multiple perspectives at a given instance of time “Analytixinsight recognized as a company using federal open data in innovative and exciting way” by The White House Office of Science and Technology Policy (OSTP) CapitalCube offerings There is nothing quite like it” 16
  • 17. CapitalCube: Business Model 17  Contracts executed  Contract with Dow Jones (Wall Street Journal ) to display “competitor information” on their quotes page (quotes.wsj.com)  Contract with a large financial news agency with a 20 million user base  Contract with a leading European stock exchange  Proposals in place for collaboration with a leading buy side news and content syndicator, a large US trade advisory site  Revenue share on page views or traffic-for-content For Discussion Purposes Only. Strictly Private and Confidential.
  • 18. AnalytixInsight : The complete offering  CapitalCube is a versatile platform for financial analytics  Alliance with Samsung offers the app “ Stockwall” internationally  Samsung association implies financial app growth tied to growing mobile space penetration  Composer product allows for customizable product for an enterprise platform  CapitalCube engine can absorb any form of input big data, rules and logical narratives to produce desired reports AnalytixInsight CapitalCube (financial analytics) Composer – Stockwall customizability (mobile financial analytics) Big data analytics For Discussion Purposes Only. Strictly Private and Confidential. 18
  • 19. Beyond Financial Analytics – The Future Business Model Extension Other Financial Asset Classes Sector Expansion 19 AI Strategy Healthcare, Insurance, etc. Each a $20+ billion market Services, Custom Implementations, mobile platforms ETFs, Options, Debt, Commodities. Customer loyalty and price point control For Discussion Purposes Only. Strictly Private and Confidential. Services to be harnessed via organic and inorganic growth Robust platform to allow for seamless expansion AI Business Enablers
  • 20. Revenue profiles in SaaS / eCommerce space 20 For Discussion Purposes Only. Strictly Private and Confidential.
  • 21. M&A Activity in the Big Data Space  Number of big data investments has grown 36% CAGR between 2009 and 2012  Total dollars invested grew at a 50% CAGR from 2009 to 2012  Big Data M&A dominated by big technology companies in 2012  Vmware acquired Cetas software - Apr 2012  Most transaction values in 2012 were not reported 21 For Discussion Purposes Only. Strictly Private and Confidential.
  • 22. Management: Proven Expertise  Prakash Hariharan, Chairman Formerly one of Canada’s leading portfolio managers when he was at Front Street Capital focusing on technology and growth related investments. Prakash also spent time at Dominion Bond Rating Services, analyzing and rating structured investment products. He holds a Financial Engineering degree from York University, an MBA from the Schulich School of Business, and an undergraduate degree in Chemical Engineering.  Chaith Kondragunta, CEO Chaith’s prior experiences were primarily in corporate finance and strategy advisory work. Chaith was with Stern Stewart & Co where he was the CEO of Stern Stewart Europe Ltd, and the CEO and founder of Stern Stewart India. Chaith has frequently written and spoken on corporate performance and analysis with The Economist Group, CNBC, Bloomberg TV, and Euromoney. He has a Masters in Computer Engineering from the University of California, San Diego and an MBA from Carnegie Mellon University.  Gautam Pasupuleti, COO Gautam was previously Vice President, Product Strategy at Fidelity National Information Services. In this role he worked with leading financial institutions worldwide to deliver solutions across mobile, online, branch and ATM channels. Gautam grew his product line from inception to maturity, with attributable revenues of over $30MM annually. Gautam brings a unique perspective on retail from his background in consumer banking and consumer retail. Gautam has an Executive MBA from Columbia University, and also holds degrees from Pennsylvania State University, and the Indian Institute of Technology. 22 All members of management and other insiders have a voluntary 3 year lock-up of equity For Discussion Purposes Only. Strictly Private and Confidential.
  • 23. Board of Directors  Prakash Hariharan, Chairman Formerly one of Canada’s leading portfolio managers when he was at Front Street Capital focusing on technology and growth related investments. Prakash also spent time at Dominion Bond Rating Services, analyzing and rating structured investment products. He holds a Financial Engineering degree from York University, an MBA from the Schulich School of Business, and an undergraduate degree in Chemical Engineering.  Chaith Kondragunta, CEO Chaith’s prior experiences were primarily in corporate finance and strategy advisory work. Chaith was with Stern Stewart & Co where he was the CEO of Stern Stewart Europe Ltd, and the CEO and founder of Stern Stewart India. Chaith has frequently written and spoken on corporate performance and analysis with The Economist Group, CNBC, Bloomberg TV, and Euromoney. He has a Masters in Computer Engineering from the University of California, San Diego and an MBA from Carnegie Mellon University.  Richard Greco Jr Since 2007, Mr. Greco has been the Managing Partner of Filangieri Capital Partners, a private venture capital and M&A advisory firm with diversified investment holdings in various sectors, including financial technologies. Mr. Greco is also a Senior Advisor to The Scowcroft Group, an international business advisory firm. From 2004 to 2006, Mr. Greco served as the Assistant Secretary of the Navy (Financial Management & Comptroller) managing an annual budget of $130 billion. Prior to that, Mr. Greco served as a White House Fellow at the Department of Defense. Mr. Greco has also been managing director at the corporate finance advisory firm of Stern Stewart & Co. where he expanded their Economic Value Added (EVA™) solutions in Europe, and has served as a board director of publicly traded and privately held companies in Europe and the United States. Mr. Greco has an MBA in finance from The University of Chicago, an MA in American foreign policy from The Johns Hopkins University School of Advanced International Studies, and a BS in chemistry (summa cum laude) from Fordham University.  Gregg Schoenberg Mr. Schoenberg is the Founder of Wescott Capital, an investment and advisory firm based in New York, and a co-founder of the Shellstone Group. Mr. Schoenberg also currently serves as a director of Peerform, a peer lending platform based in New York. He was previously head of equities and a member of the executive committee for Natixis North America. Prior to that, he worked in the capital markets department of SG Cowen in New York and served in the Washington DC offices of Senator Bill Bradley and the Atlantic Richfield Corporation. Mr. Schoenberg holds an MBA from Cornell University and a BA from Washington University in St. Louis. 23 For Discussion Purposes Only. Strictly Private and Confidential.
  • 24. Key takeaways Unique sector-agnostic cloud based platform Mobile platform available pre-loaded in Samsung phones, TV and wearable devices Scalable, expandable business model Low breakeven economics, High Margins Attractive Valuation, Active M&A trends in the sector 24 For Discussion Purposes Only. Strictly Private and Confidential.