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Anfin pitch deck
This document is an investment deck for a Vietnam-based digital brokerage startup called Anfin. The summary is: Anfin was founded to be Vietnam's first fully digital brokerage, delivering wealth management products through a next-generation mobile app. The deck outlines the large market opportunity in Vietnam as stock market participation grows rapidly. Anfin plans to engage and monetize users through fractional share trading, education resources, and new product offerings over time. Projections show Anfin reaching 80,000 funded accounts by late 2022, generating over $1 million in annualized commission revenue. The founders are seeking a Series A round to accelerate partnerships and customer acquisition.
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Anfin pitch deck
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- 2. Vietnam’s first fullydigital broker has arrived to deliver the next generation of wealth management products
- 3. PHUOC TRAN Cofounder &CEO MICHAEL DO Cofounder & CPO HIEP NGUYEN Cofounder & Tech CHI PHAM Cofounder & Operations - Founder at VRED, sales agent B2B marketplace with $36M GTV - Cofounder at Ahamove, VN’s largest on-demand delivery platform - Early-stage investor at BEENEXT - Growth product manager at MZ leading to $1B in annual sales - Investment Banking at Lazard - Cofounder at Tale.City, AI-powered travel and tourism app - Lead engineer at Caterva – acquired by Facebook - Product management at TIKI Operations Strategy at Capital One - Business Development at Saigon Hanoi Bank 3 Founding Team
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- 5. The Status ofthe Market Financial Literacy Basic education on the importance of savings and powerful effect of compound interest is esoteric Asset Diversification Simplicity of Use Despite high barrier to entry, savings are used primarily to buy real estate assets Brokerage platforms have a high learning curve that is not intuitive for retail investors 5 Cost to Invest Buying full lot of shares are prohibitively expensive for the average retail investor
- 6. Outdated mobile experiencespaired with high minimums for blue chips creates an opportune moment for disruption in brokerage industry $381 per full lot $613 per full lot $417 per full lot $551 per full lot
- 7. 2016 2017 2016 20172018 2019 2020 2021 H1 2021 H2 132M 220M 286M 202M 330M 990M 2.1B Daily Trading Volume on Vietnam’s Stock Exchanges 6-Year CAGR 59% Peak Daily Trading Volume in August 2021 Source: Saigon Times. Đằng sau điểm sáng chứng khoán. Link
- 8. 27,374 28,591 31,709 36,722 41,497 63,629 86,754 57,378 113,875110,655 114,107 140,470 101,493 120,506 114,810 0 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 New retail brokerage accounts are consistently breaking 100k per month and will exceed 1M in 2021 4X-5X Growth in 12 Months Source: CafeF. Nhà đầu tư trong nước mở kỷ lục hơn 1,5 triệu tài khoản chứng khoán trong năm 2021. Link
- 9. 0.3% 1.9% 10.8% 13.8% 28.9%29.5% 36.0% 118.0% 0% 20% 40% 60% 80% 100% 120% 140% V i e t n a m P h i l i p p i n e s I n d i a C h i n a T h a i l a n d S o u t h K o r e a J a p a n U S A Mutual Funds Assets as % of GDP Fast-growing economy transitioning into high- skill, high-value manufacturing GDP per capita is rising past essential spending into discretionary spending Optimal age demographics that favor long-term equity investment strategies High internet penetration and mobile-first internet economy Capital controls limit domestic ownership of foreign assets Factors for accelerated tailwinds VIETNAM IS ONLY BEGINNING AND HAS A LONG WAY TO GO Achieving similar adoption as India is a $30B opportunity 9 Despite stock market investment being a nascent industry, the proliferation of technology will capitalize on a massive opportunity to educate and capture new markets.
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- 11. Portfolio Stocks Invest Education The trading appoffers an unparalleled user experience focusing on new retail investors. Trading, researching, learning establishes a proven flywheel of behaviors that will hook users. Product Made Simple
- 12. Fractional share tradingpowered by a backend system that market makes accordingly to reduce balance sheet exposure. Unique visual elements that make trading appealing to the eyes. Unique Trading Experience Fractional share trading and company-specific colors highlight the app
- 13. Live feed ofpopular news, shortlist of advanced metrics explained, and industry lists promotes investing in more assets. Training users to examine like a professional trader. Company Discovery through Research Popular news feed and basic financial metrics
- 14. Education section offersa non-bias space to learn about stock market fundamentals. Builds goodwill with users and opportunity to win over young investors. Continuous Learning Hundreds of pages of financial education from basic to advanced
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- 16. Fractional shares areamong many engagement features designed to achieve product-market fit. Accelerating monetization and achieving strong unit economics. Engagement then Monetization Engage Monetize Fractional Education Magazine Margin Subscription Derivatives Mutual Funds/ETFs Community
- 17. PARTNERS ENABLE OPERATIONSBEFORE LICENSE ACQUISITION 17 Current partners will broker trades, distribute products, and connect to real-time data 0.25% 0.14% 0.11% Gross Spread Partner Share Net Spread Customers Anfin Platform
- 18. Pre-launch Strategy § Culturallyrelevant content feed § Social media community building § Landing page pixel tracking Launch Strategy § KOL promotions § Press release & paid media § Mini-game giveaways Post-launch Strategy § Lead generation (GDN, In-stream, SEO/SEM, Facebook ads) § KOL content partnership § Referral program Go-to Market
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- 20. ZERODHA India Valued at $3billion Product ecosystem WEALTHSIMPLE Canada Valued at $6 billion Tax advisory modules TRADE REPUBLIC Germany/EU Raised $1 billion Global product selection ETORO Israel $10 billion SPAC planned Social investments Tech-enabled investing is a rapidly emerging vertical in the global Fintech sector GLOBAL BENCHMARKS 20
- 21. Lightspeed, SoftBank investin $17m round of Singapore fintech startup Endowus Apr 1, 2021; TechinAsia Indonesian investment platform FUNDtastic lands $7.7 million Series A Feb 22, 2021; Techcrunch Indonesian savings and investment app Pluang gets $20M in pre-Series B funding Mar 22, 2021; Techcrunch Investment app Ajaib becomes Indonesia’s latest unicorn with $153m raise Oct 4, 2021; TechinAsia Indonesian robo-advisor app Bibit raises $30 million led by Sequoia Capital India Jan 6, 2021; Techcrunch Groww, an investment app for millennials in India, raises $30M led by YC Continuity Sep 10, 2020; Techcrunch Regional Products are Raising Large Rounds Robinhood raked in $331 million from client’s trading activity during the first quarter May 3, 2021; CNBC Miley Cyrus is giving out $1 million in stock with Cash App Mar 31, 2021; MarketWatch Millions of millennials are piling into India's stock market, shows data Mar 25, 2021; Business Standard Global Headlines Despite strong economic metrics relative to its regional peers, Vietnam does not have any mobile apps adequately addressing the demand for a modern brokerage. RECENT HEADLINES INDICATE A PROMISING TREND 21
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- 23. Brokerage Passive Banking Demography Consumer Fintech Cambodia Philippines Thailand Rewards Business Services Regional Expansion Stocks Copy trading Retirement Algorithmic Lending Checking Crypto Derivatives Buildingan integrated investment ecosystem is essential in sustainable growth. In the process, creating an incentivized freeway system where Anfin operates the toll booths. A World of Opportunities NFT Today
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- 25. PROJECTED TIMELINE Trading AppLimited Release 2k accounts Develop wealth management 16k accounts Marketing push 80k accounts Trading App Full Release 8k accounts 80K Funded Accounts by Q4 2022 #Accounts * Account Value * Monthly Turnover * Commission 80k x $300 x 1.5 x 0.25% * 12 = $1.1M run-rate Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 25 Raise Series A Accelerate partnership programs 30k accounts
- 26. Product Development Branding & Customer Acquisition Operations Partnerships FUNDRAISING TOGET TO YC DEMO DAY 26 Target Allocation Our Investors