Moxie has developed a cloud-based financial services platform that allows real-time connections to millions of users on mobile, tablet, and PC. They have raised $300,000 in seed funding and are pursuing patents and trademarks. Their goal is to generate $100 million in revenue in 2018 and $1 billion overall by simplifying wealth management for the 1 billion consumer market. They are seeking $2 million in Series A funding to expand their product range and run marketing campaigns to boost monthly income five-fold.

1. MoxieEXECUTIVE SUMMARY

2. Milestones
❖ Platform developed
❖ $300,000 raised in seed round
❖ Patent pending – Business process
❖ Patent pending – Technology IP
Moxie Wealth Simplified
❖ $100 Million revenue 2018
❖ $1 Billion our goal
❖ $2M Series A – March 2017
❖ Trademarks pending

3. $3.8 Trillion Global Market
$110 Billion M&A’s Per Year
Moxie Wealth Simplified
1 Billion Consumer Market

4. Moxie Wealth Simplified
Features
Moxie Benchmark
A
Benchmark
B
Benchmark
C
True real time – connecting millions
Insurance and Investment capabilities
100% Cloud-based and IoT ready
Mobile / Tablet / PC interfaces
Security – Financial Services Standards
Competitive Market Analysis

5. Key Advisors
We use international companies – expanding expertise and resources
Moxie Wealth Simplified

6. $2 Million target
Series A (Equity with interest component)
Moxie Wealth Simplified
Use of Funds
❖ Increase income from $50K to $250K per month in 2018
❖ Expand product range from life insurance and funeral cover to complete holistic range
❖ Refine user interface to full financial planning capabilities (Already started)
❖ Run mass marketing campaign to millions of consumers directly (Ready to go)

7. Why hasn’t this been done?
Moxie Wealth Simplified
❖ Outdated legacy systems: Established insurance companies have complex
methodologies based on old thought processes.
❖ Turn around of legacy systems complicated and highly costly
❖ Unable to connect to millions in true real time.

8. The Solution!
Moxie Wealth Simplified
❖ Capable of processing millions of concurrent transactions from millions of users
with unparalleled efficiency and cost
❖ Deliver an omni-channel customer experience
❖ Cloud based and paperless - no infrastructure required
❖ Real time insight, independent on number of users and transactions

9. The Team
Moxie Wealth Simplified
We come from Momentum, Old Mutual, Sanlam, Sage, BDO International,
Ernst & Young, we are acquainted with financial services and digital
marketing in Africa and Asia.
It is not only our individual capacity that makes us a strong team, our unity
is the catalyst.

10. Thank you!
Moxie Wealth Simplified
“Your big opportunity may be right where you are now”
Napoleon Hill
www.moxiewealth.co.za stephan@moxiewealth.co.za