This document summarizes a financial management platform for small and medium businesses. It introduces the founders and their experience, as well as the platform's cash flow management solutions using bank account synchronization and receipt recognition. Metrics show growing customer and revenue numbers. The company is seeking a €600k seed round to expand internationally and develop new products, with plans to eventually pursue an IPO or acquisition.
5. André Silva, CMO
Inbound traffic and
registration
generation
Worked at Deloitte
as a Consultant
Project management
experience Insurance
and Logistics
industries
Diogo Nesbitt, CCO & CFO
Trial conversion,
clients renewal and
customer satisfaction
Worked as a freelance
project manager
Project management
experience in Banking
and Transportation
industries
Jorge Santos, CEO & CPO
Product development,
platform architect and
KPIs
Worked at Cisco
Systems SF as a
Software Developer
Project management
experience in Media
and Transportation
industries
Founders worked together for the past 6 years, with 5
years of entrepreneurial experience in prior startups
Team
8. Real-time cash flow management made possible through
proprietary bank account synchronization and OCR processes
Treasury
Management
AccountingSales &
Purchases
Our Solution
10. Secondary markets
(dedicated website
but without bank
reconciliation)
Core markets
Major cloud-based solutions Local non-cloud based solutions
Our
competitive
space
11. Europe
S/C America
N. America
Asia
Africa
TOTAL MARKET
€15B
90 M
Prospects
1.5
3.7
2.5
0.8
Germany
Italy
Spain
Portugal
Number of Micro
businesses (million)
Germany
Italy
Portugal
Spain
NEAR TERM EXPANSION
€1,4B
8,5M
Prospects
Reference:
Addressable
Markets
12. One year ago we were distinguished as the winner of Caixa
Empreender Award that came with a €200k investment
Milestone
14. 23
36
59
69 72
87
99 105
125
165
215
257
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Number of Paying Customers
660
793 843
1,021
1,164
1,271
1,536
2,036
2,692
3,120
Mar Apr May Jun Jul Aug Sep Oct Nov Dec
MRR
Milestones:
Traction
16. Looking to raise €600k for the next 18 months of
runway…
Overhead
13%
Marketing and
Sales
46%
Product
Development
32%
International
9%
Seed Round
17. Following Completion of
Seed Round
Founders 68,00%
Caixa Capital 18,00%
WAYRA
(Telefónica Group) 4,00%
New investors 10,00%
Total 100,00%
…with €250k and €100k having already been
committed by Caixa Capital and Wayra.
Seed Round
18. 2016
Invoicing and Expense
Mobile App
Connect Clients with
Financial Products
Point of Sale
Feature
2017 Mid 2017Mid 2016
Product
Development
Plan
19. 2016 2017
Invoicing and
Recognition rules
Continuous work with
accounting firms
Integration with
accounting software
Mid 2017Mid 2016
Entry in Spain
Milestones
24. Join us in enabling SMBs across the world to
manage their cash flow in just 5 daily minutes
Thank you!
Jorge Rodrigues dos Santos
email: jorge.santos@magnifinance.com