2. An Online Trust in Minutes for Free
Add Your Child Add Money Invite Others Watch it Grow
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3. Savings with a message
Luke Zdanowski Contribu)on History
$850 Great job on the Math test!
Contribu)ons Uncle Dennis -‐ $25 -‐ March 9, 2013
$872
Account Balance Happy Birthday!
Grandma -‐ $100 -‐ March 3, 2013
Happy Birthday!
Aunt Jody -‐ $10 -‐ March 3, 2013
Happy Birthday!
Uncle Todd -‐ $25 -‐ March 3, 2013
Happy Birthday!
Mom & Dad -‐ $250 -‐ March 3, 2013
Monthly Contribu1on
Mom & Dad -‐ $40 -‐ Feb 28, 2013
Monthly Contribu1on
Grandma -‐ $25 -‐ Feb 28, 2013 3
4. Large Market Opportunity - $1.3 Trillion
Extremely Fragmented TrustEgg’s Poten)al Market
Other
Re1rement Accts
Trusts Trusts
529 Plans Investments 529 Plans
Checking & Savings
Source: “How America Saves for College”, SallieMae NaGonal Study of Parents with Children Under 18, Conducted by Gallup 2010 4
5. Saving for children is not easy
Savings Accounts 529 Plans
Simple
Market Return
Tax Advantages
Social
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6. First Month Results
25% Contribu2ons
520 Users
Not Parents
$100 / Day
Marke2ng Test Budget
1.8 Invita2ons 0.8 Contribu2ons
Per Account Per Account
$1 to $4000
Range of Contribu2ons
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7. Partnering with 1 to 1 Fund
“TrustEgg’s innova)ve online trust plaJorm will provide the 1:1 Fund with a simple,
na)onwide account to offer savers as the 1:1 Fund expands into addi)onal communi)es.”
Carl Rist -‐ Execu1ve Director of 1:1 Fund at CFED 7
8. Experienced Team
Jeff Brice – CEO, Founder John Zdanowski -‐ CFO, Co-‐Founder Kinda Hatamale – CMO
7 years trust & bank accoun1ng experience 15 years high growth startups Head of acquisi1on marke1ng for Mint.com
Y-‐Combinator Winter 2011 Board of RentJuice sold to Zillow GM of PayTrust, a division of Intuit
CFO Linden Lab/Second Life Business Strategy – Provide Commerce
CFO HouseValues, IPO 2004 Marke1ng Manager-‐ Home Depot
Co-‐Founder, Affinity Internet
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9. High Value per Account
10 Year Projec2ons • Naturally viral financial product
• Zero churn accounts
• Guaranteed permanent cash flows
• First banking rela1onship with kids
• Contribu1ng accounts are
marketable customers
• Ability to sell local banking products
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