SAFE is a start-up seeking $1 million to launch a portfolio management system in 2013 designed to simplify investing for average investors. It will provide immediate investment information and analysis, as well as ongoing monitoring and advice, to help users control their investments over time. Market research found demand for a solution that provides simplified analysis, avoids putting financial information online, and acts as a second opinion. SAFE has developed a prototype and plans to launch within 18 weeks of funding to serve over 60 million US households.

1. Portfolio management
Executive Summary you can count on!
Business Description:
SAFE is a start-up financial information delivery company primed for initial Management Team:
product launch in 2013. SAFE is a management portfolio system designed to aid William C. Joyce - Founder
the average investor in controlling their investment decision over time providing a  30+ years experience in
sense of safety in the equities market. banking and consulting.
There must be a better way.  In depth experience in
Think in terms of Mom and Dad on a typical day with the three kids running in operational and project
different directions. They are focused on family, career, and making it through the management
day. For less than the cost of the local newspaper, SAFE® handles their investment  MBA, International Finance
portfolio and “Rings the Bell” when it is time to call their Financial Support Team. and Banking.
TBD - President
SAFE is an Internet Community that provides both technology and training
support for the average investor to bolster their level of confidence and sense of Shawna Whitworth -CMO
safety. There is a way to remain in the equity market but it requires the right tools  20 years of professional
and support systems. SAFE is here to work alongside qualified bankers, experience in sales, sales
accountants and brokers as they guide the investment decisions of their clients. management and marketing.
SAFE remains vigilant between visits and acts as the “Second Opinion” providing .David Schauer - CTO
solid impartial portfolio monitoring.  20+ years experience
developing and managing IT
projects in various industries
Products and Services: including telecom, finance,
The nature of the equity market requires portfolios be tracked and managed over healthcare, security, and
time to assure a proper return on investment. The timing of BUY/SELL is the marketing.
major concern for individual investors. Trading Systems Software or On-line
Brokerage Services serve sophisticated investors, but none provides a simplified
system for the average non-technical investor. A window of opportunity exists to
capitalize on the individual’s need for safety within the equities market.
Value Proposition:
Market research, conducted with
individuals and financial
services companies in the Dallas
area, has revealed demand for a
Portfolio Management solution
that accommodates the average
investor. These requirements
have focused on three main
client needs:
 Immediate information as
opposed to time consuming
web-based multiple screen
research or static data.
 Simplified base analysis as a
starting point that can
control investments over
time.
 Avoidance of placing financial information on the web.
Page 1 PO Box 612347  Dallas, TX 75261  817-918-4667 12/25/2012
wcbs@aol.com

2. Portfolio management
Executive Summary you can count on!
Equity Investment Current Status:
Industry:  The SAFE prototype is fully tested and final development plan delivered. In
18 weeks SAFE can be in the hands of 60,000,000 US Investing Households.
 The next key step is to find and bring on board the “SAFE Vision Guides”
Previous Investments: who will become the face of our product line. The Internet has provided the
 Founder: $145,000 paradigm shift in training, support and communications. SAFE is able to reach
out with solid “Training and Support Vignettes” in a secured network
environment that continually adds value for the average investor.
Financing Sought:
 $1,000,000 Resource Requirements:
Valuation:
 $3 – 5 Million
Documents Available:
 Business Plan
 Financial Model
 Software Prototype
Marketing Channel
Advisory Board:
Action team currently focused on
building the SAFE strategy for
entrance into the six (6) defined
marketing channels available in the
2012 timeframe.
There are many ideas to invest in and we know you have to make tough decisions.
 Gary Holbrook - Veterans Those who invest in SAFE will see a critical market served effectively. Please call
Liaison if you can see the vision we see at SAFE.
 Keith Nail - Business  350,000 to Open Branding and Viral Market
Networking  650,000 for full year’s funding
 SAFE Ambassadors (TBD)  No additional funding will be required.
Income Projections:
Page 2 PO Box 612347  Dallas, TX 75261  817-918-4667 12/25/2012
wcbs@aol.com