This document summarizes the financial projections and business plan for A La Carte Charts LLC, a proposed social network for investors. It projects rapid revenue growth from $4.3 million in year 1 to $17.9 million in year 5. It also projects strong profit margins, with net profit projected to reach $7.7 million in year 5. The document outlines the company's mission to provide investors with educational resources and an up-to-date social platform. It analyzes the market opportunity among self-directed investors and compares the company's projected valuation to similar platforms.

1. A La Carte
Charts LLC
A Social Network for Active Investors
INVESTOR
PRESENTATION

2. PAGE 2
Revenue
$17.9Mn
Gross Profit
$15.8Mn
Gross Margin
88%
Net Profit
$7.7Mn
Net Margin
42.9%
Year 5 (F)
Total Source & Use of Funds
Total Source of Funds $4,000,000
Total Use of Funds $2,597,000
Month 1 Starting Cash $1,403,000
Break-Even
Analysis Month
Operating Break-Even 19
Investment Cash Flow Break-Even 21
Unique Financial Social Media Platform
We list all the major crypto-currencies, their price, and
performance.
In 2014, there were 57M active/self-directed investors in the US
In addition to the charts and stock analytics, we will also have the
fundamental information available for each stock. (earnings, ex-
dividend date, profit, etc.)
Investment summary
We provide a *proprietary* stock scanner that draws from major
markets to provide lists of stocks, easily viewable in pleasing charts
Active/self-directed investors comprise 40% of US investor market

3. Company
PAGE 3

4. About us
A La Carte Charts LLC is a holding company that
invests in services and aims to bring value to
investors.
The company was created to offer investors and
traders a sophisticated, trustworthy, and
individualized way to get actionable daily information
for the burgeoning self-directed market
Founder David Meyers has developed a unique
collection of daily information sources that provide
systematic and common sense intel for making
trades on virtually any market
The company is providing a series of digital products
for the everyday, “common man” investor.
The main product of A La Carte Charts is a social
network that includes all the analytical and
fundamental data investors are looking for.
Mission
Our mission is to offer the best
financial social media platform on
the market.
Investors receive, education, up-to-
date financial data, their favourite
charts set-ups, and a state of the art
social media platform any place right
from their mobile device.
PAGE 4

5. Technology

6. Pick your favourite charts, time frame, and build active lists
PAGE 6

7. Current app developments and new features
PAGE 7

8. PAGE 8
The Platform’s features:
• Complete Social Network A state of the art social network for anyone
interested in the stock market.
• Intra-day data for stocks. Currently, only the major markets are
tracked on the Company scanners, but eventually every stock in the
US will be available.
• News feed below stock screeners. This way investors can read the
most recent and relevant articles of a given stock and chart.
• “Chart of the Day” pick emailed daily to subscribers of the app. This
keeps them engaged and gives them relevant data to start their
research.
• Investor “Watch List.” In-app alerts based on scans and watch-list
stocks.
• Crypto-Currency – we list over 200 of the top crypto-currencies and
their latest prices.
• Increased Financial Literacy, A safe place to learn about stocks,
crypto-currencies, earnings, charts, with discussions and how-to-
videos.

9. Market Analysis

10. What are our user goals?
PAGE 10
Our primary goal is to attain 2.5M
users in the 1st year
We are going after the existing 110M Active investors in the U.S.
Given the overall market size for active investors, the Company
believes that with traditional marketing, guerilla marketing, and the
help of peer-to-peer relationships it can acquire 3%* of the market
by providing all the features available discussed herein.

11. Industry overview
PAGE 11
USA Investment Advice
14,660
Establishments
$13.04 B
Total Sales
$4.8 B
Annual Payroll
61,409
Paid Employees
$889 K
Sales per
Establishment
$330 K
Payroll
per Establishment
4.2
Employees
per Establishment
37.2%
Payroll as a
Percent of Sales
$79 K
Annual Payroll per
Employee
$212 K
Sales per Employee
Arizona Investment Advice
358
Establishments
$18.5 M
Total Sales
$79.3 M
Annual Payroll
1,444
Paid Employees
$517 K
Sales per
Establishment
$221 K
Payroll
per Establishment
4.0
Employees
per Establishment
42.8%
Payroll as a
Percent of Sales
$54 K
Annual Payroll per
Employee
$128 K
Sales per Employee

12. Market analysis
PAGE 12
28 36
46
58
39
50
65
85
-10
40
90
2013 2014 2015 2016
$Billion
App Market Productivity Growth
Business & Productivity Consumer Market
Business and Productivity App growth
Global Asset Under Management Grew to a Record $68.7 Trillion in 2013
5.4 5.2
6.2
2007 2012 2013
Japan and Australia
-1 1854.7 60.9 68.7
2007 2012 2013
Global
2 13
27.3 29.4
34
2007 2012 2013
North America
2
16
16.1 18 19.3
2007 2012 2013
Europe
2 7
0.8 1.5 1.7
2007 2012 2013
Latin America
13 8
2.5 3.8 4.4
2007 2012 2013
(excluding Japan and Australia)
149
3 18
1 1.2 1.4
2007 2012 2013
Middle East and Africa
Annual growth, 2007-2012 (%) Annual growth, 2013 (%)

13. Market analysis contd..
PAGE 13
This map shows
sales per capita for
Investment Advice.
0-9 (12)
10-28 (13)
29-42 (13)
43-395 (13)

14. Online trading penetration in the US and retail traders' trading device preferences are rapidly
changing
PAGE 14
0
100
200
300
400
500
600
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Intdractive Broker TD Ameritrade Schwab Trade Station E- Trade
Historical Change in Daily Average Revenue Trades,
(In thousand of trades per day)
https://aitegroup.com/online-trading-penetration-united-states-and-retail-traders-trading-device-preferences-are-rapidly

15. Barriers to entry
PAGE 15
• The Company’s proprietary and
protected stock screening code
resides and works on the server
outside the app, providing greater
security for the Company
The Company owns the proprietary
algorithm that creates the screener
• Not only is the app proprietary, most
app developers generally are not
active stock traders, and vice versa,
making it even more difficult to
reverse engineer product features
This app took over two years to perfect,
and will still improve

16. Competitors
TheStreet.com, Market
Smith, eSignal, etc.
They are all nice
services, but charge
money. A La Carte
Charts is
Free.
PAGE 16

17. Valuation
PAGE 17

18. Valuation. What is the Company worth?
PAGE 18
Twitter operates at a loss of -.62c per
share. They are valued at $12.47B
with 328M users. Broken down, that’s
a value of $38 per user without
considering their sizeable negative
revenues.
Should we get to 2.5M users, we
compare ourselves to other social media
platforms that are smaller in size.
Their revenue was $548M meaning that
they are able to garner about $1.67 in
revenue per user, per quarter through
advertising
If we extrapolate active users for
comparable valuation, A La Carte
Charts would be valued at $95M,
equating to $33 per membership unit.
Should A La Carte charts be able to
get 2.5M users and use the same
revenue success, we are looking at
an expected return of $4.175M in
quarterly revenue.
Comparing
Apples to
Apples

19. PAGE 19
Valuation Comparables
Other examples of
valuation in this space
Robinhood a trading app that has approximately 2M
users has a current valuation of $1.3B
Snapchat has a declining user base, loses -$3 per
share and is valued at just under $18B.
Stock Twits is also a private company, but has currently
raised $14M and been raising money since 2008 that
puts them in the same valuation category as Robinhood
of about $1.5B valuation with a different business model
where they pay writers to create content. In addition,
this is based off of only 300K active users.
PAGE 19PAGE 19

20. There is no way to
know for sure.
Markets will
ultimately decide
what we deserve as
a valuation.
Can we expect a valuation
in that category?
“If you build it, they will
come.”
All we can do is put
together the best financial
social media platform we
can, and strive to make it
engaging to users.
Put together a great
platform for users.
Make sure you keep up
with their needs.
Users will ultimately create
the valuation we hope to
achieve. They are our biggest
asset, in the long run.
PAGE 20PAGE 20

21. Buyout goal
PAGE 21
• Should a larger company hope to
acquire the business, the Founders are
not opposed to it.
- As long as it creates value for
shareholders, and it is a good fit for the
company.
- Ultimately, it is all about rewarding
shareholders. If the price is right, of
course we’ll listen.
Not opposed to an acquisition
• There is a particular music streaming
company out there that was hanging
their hat on being bought out. They
have lost ¾ of their value by not
becoming profitable and gaining users.
• Being bought out is NOT a business
plan, but if you do things the right way,
you may find that companies want to
buy out your company.
Being bought out
is not a goal

22. Financials

23. Statement of Cash Flow
PAGE 23
Year 1 Year 2 Year 3 Year 4 Year 5
Operating Activities
Cash Received
Gross Revenue $4,355,303 $8,636,339 $11,016,653 $14,053,021 $17,926,261
Total Cash Received $4,355,303 $8,636,339 $11,016,653 $14,053,021 $17,926,261
Cash used
Cost of revenue $522,636 $1,036,361 $1,321,998 $1,686,363 $2,151,151
Payroll/Taxes/Benefits $1,345,500 $1,923,697 $2,255,710 $2,629,738 $2,909,139
Other Operating Expenses $1,482,400 $2,964,800 $3,557,760 $4,269,312 $5,123,174
Additional Inventory $0 $0 $0 $0 $0
Interest Expenses $0 $0 $0 $0 $0
Taxes Accrued $0 $0 $0 $0 $0
Total Cash Used $3,350,536 $5,924,857 $7,135,468 $8,585,413 $10,183,465
Net Cash From/(Used By) Operating $1,004,767 $2,711,481 $3,881,185 $5,467,608 $7,742,796
Investing Activities
Cash Received
Proceeds from Property/Land $0 $0 $0 $0 $0
Purchase from Equipment $0 $0 $0 $0 $0
Total Cash Received $0 $0 $0 $0 $0
Cash Used
Purchase of Property/land $0 $0 $0 $0 $0
Purchase of Equipment $20,000 $20,000 $20,000 $20,000 $20,000
Total Cash Used $20,000 $20,000 $20,000 $20,000 $20,000
Net Cash From/(Used By) Investing ($20,000) ($20,000) ($20,000) ($20,000) ($20,000)
Financing Activities
Cash Received
Proceeds from Investors $0 $0 $0 $0 $0
Proceeds from Long-Term Debt $0 $0 $0 $0 $0
Total Cash Received $0 $0 $0 $0 $0
Cash Used
Dividends Paid $0 $0 $0 $0 $0
Repayment of Long-Term Debt $0 $0 $0 $0 $0
Total Cash Used $0 $0 $0 $0 $0
Net Cash From/(Used By) Financing $0 $0 $0 $0 $0
Net Cash Flow $984,767 $2,691,481 $3,861,185 $5,447,608 $7,722,796
Cash Balance $2,387,767 $5,079,248 $8,940,434 $14,388,042 $22,110,838

24. Income Statement
PAGE 24
Year 1 Year 2 Year 3 Year 4 Year 5
Gross Revenue $4,355,303 $8,636,339 $11,016,653 $14,053,021 $17,926,261
Direct Cost of Revenue $435,530 $863,634 $1,101,665 $1,405,302 $1,792,626
Merchant Fees $87,106 $172,727 $220,333 $281,060 $358,525
Total Cost of Revenue $522,636 $1,036,361 $1,321,998 $1,686,363 $2,151,151
Gross Profit $3,832,667 $7,599,978 $9,694,655 $12,366,659 $15,775,109
Gross Margin Percent 88.0% 88.0% 88.0% 88.0% 88.0%
Operating Expenses
Marketing & Advertising $250,000 $500,000 $600,000 $720,000 $864,000
Travel & Entertainment $60,000 $120,000 $144,000 $172,800 $207,360
Rent $36,000 $72,000 $86,400 $103,680 $124,416
Utilities $6,000 $12,000 $14,400 $17,280 $20,736
Insurance $2,400 $4,800 $5,760 $6,912 $8,294
Contractors $960,000 $1,920,000 $2,304,000 $2,764,800 $3,317,760
Legal/ Accounting $120,000 $240,000 $288,000 $345,600 $414,720
Auto $24,000 $48,000 $57,600 $69,120 $82,944
Telephones $24,000 $48,000 $57,600 $69,120 $82,944
Total Pay roll $1,035,000 $1,479,767 $1,735,161 $2,022,876 $2,237,799
Payroll Taxes $155,250 $221,965 $260,274 $303,431 $335,670
Payroll Benefits $155,250 $221,965 $260,274 $303,431 $335,670
Total Operating Expenses $2,827,900 $4,888,497 $5,813,470 $6,899,050 $8,032,313
Operating Profit $1,004,767 $2,711,481 $3,881,185 $5,467,608 $7,742,796
Operating Profit Percentage 23.1% 31.4% 35.2% 38.9% 43.2%
Depreciation $39,708 $42,208 $44,708 $47,208 $49,708
Earning Before Interest & Taxes $965,059 $2,669,273 $3,836,477 $5,420,400 $7,693,088
EBIT Percentage 22.2% 30.9% 34.8% 38.6% 42.9%
Interest Expense $0 $0 $0 $0 $0
Taxes Accrued $0 $0 $0 $0 $0
Earnings $965,059 $2,669,273 $3,836,477 $5,420,400 $7,693,088
Earnings Percentage 22.2% 30.9% 34.8% 38.6% 42.9%

25. Balance Sheet
PAGE 25
Year 1 Year 2 Year 3 Year 4 Year 5
Assets
Current Assets
Cash $2,387,767 $5,079,248 $8,940,434 $14,388,042 $22,110,838
Inventory $0 $0 $0 $0 $0
Other Current Assets $0 $0 $0 $0 $0
Total Current Assets $2,387,767 $5,079,248 $8,940,434 $14,388,042 $22,110,838
Long-Term Assets
Property $0 $0 $0 $0 $0
Equipment $86,000 $106,000 $126,000 $146,000 $166,000
Build-out $250,000 $250,000 $250,000 $250,000 $250,000
Accumulated Depreciation ($39,708) ($81,917) ( $ 1 2 6 , 6 2 5 ) ($173.833) ($223,542)
Total Long-Term Assets $ 2 9 6 , 2 9 2 $274,083 $249,375 $222.167 $192,458
Total Assets $2,684,059 $5,353,332 $9,189.809 $14,610,209 $22,303,296
Liabilities
Current Liabilities
Current Debt $0 $0 $0 $0 $0
Total Current Liabilities $0 $0 $0 $0 $0
Long-Term Liabilities
Long-Term Debt $0 $0 $0 $0 $0
New Long-Term Debt $0 $0 $0 $0 $0
Total Long-Term Liabilities $0 $0 $0 $0 $0
Total Liabilities $0 $0 $0 $0 $0
Shareholders' Equity
Paid-In Capital
Owner $0 $0 $0 $0 $0
Investor $4,000,000 $4,000,000 $4,000,000 $4,000,000 $4,000,000
New Paid-In Capital $0 $0 $0 $0 $0
Total Paid-In Capital $4,000,000 $4,000,000 $4,000,000 $4,000,000 $4,000,000
Retained Earnings
Previous Retained Earnings ($2,281,000) ($1,315,941) $1,353,332 $5,189,809 $10,610,209
Current Earnings $965,059 $2,669,273 $3,836,477 $5,420,400 $7,693,088
Total Retained Earnings ($1,315,941) $1,353,332 $5,189,809 $10,610,209 $18,303,296
Total Shareholders' Equity $2,684,059 $5,353,332 $9,189,809 $14,610,209 $22,303,296
Total Liabilities & Equity $2,684,059 $5,353,332 $9,189,809 $14,610,209 $22,303,296

26. THANK YOU
CONTACT
Add
Phone
e mail
Web
42211 N. 41st Drive, Phoenix, AZ 85086
(425) 949-9196
davidmeyers@ALaCarteCharts.com
www.ALaCarteCharts.com