Rethinking Securities Investments

1. RE-THINKING SECURITIES INVESTMENTS
Nick Sarraf
Founder & CEO
ns@stock-tycoon.com

2. STOCK TYCOON 2015
Majority of retail investors underperforming major indices
ROI
PROBLEM
RELIABLE LEADS
Expensive research, speculative bloggers & hidden agendas
INACTIVE USERS
Over 50% of the accounts unfunded or lack active trading
activity
“… Self directed
investors want and
expect more from their
firm than just low cost
trades and fast trade
execution …”
2015 JD Power
→
→
→

3. STOCK TYCOON 2015
Follow “proven” Tycoons based on track record and area of
expertise
Receive instant alert when your Tycoon makes a trade
SOLUTION
Identify & Democratize Knowledge
Next generation of data visualization
Help users understand “you as a trader”
Bring “Fun” into investing
DATA & DESIGN
→
PERSONALIZATION→
SOCIAL ENGAGEMENT
→

4. STOCK TYCOON 2015
4
2015 JD POWER SURVEY
Percentage of investors that would like
“Validators” and/or “Collaborators”
http://www.jdpower.com/sites/default/files/
2015063-Self-Directed%20Investor_Final.pdf
MARKETVALIDATION
PRODUCT SPECIFIC SURVEY
GEN Y&Z
38%
ALL INVESTORS
34%
67%
See a “need”
48%
“Active Users”
66%
“Share trading
data for the right
incentive”

5. STOCK TYCOON 2015
HOW ITWORKS?
STOCK TYCOON BROKERAGE BROKERAGE
CUSTOMERS
B B C
Plugin to the
Brokerage
trading platform
Identify Stock
Tycoons
Allow Investors
to Follow Stock
Tycoons
Real Time Trade
Notifications

6. STOCK TYCOON 2015
6
1 Integration and Set up Costs
Revenue Model & Financials
TIERED PRICING BASED ON BROKERAGE USER BASE. 3 REVENUE SOURCES :
3 Social Revenue Share - % of monetization fee for a connection between a Stock
Tycoon and an investor
2 Annual Licensing and Maintenance
2016-2H 2017-1H 2017-2H 2018-1H 2018-2H
Total Revenue $25,000 $1,102,600 $2,219,100 $3,719,100 $7,909,100
Total Costs $147,000 $280,550 $390,775 $925,875 $1,190,375
NET -$122,000 $822,050 $1,828,325 $2,793,225 $6,718,725

7. STOCK TYCOON 2015
7
PRODUCT: STOCKTYCOON
1 Register
2 Find & Follow
Stock Tycoons
3 Get Leads
4 Invest & Make
Money

8. STOCK TYCOON 2015
8
PRODUCT: STOCKTYCOON

9. COMPETITION
OpenFolio (USA)
brokerage platform with embedded social
engagement features.
StockTwits (USA)
financial communications platform for the
financial and investing community.
eToro (UK)
social trading/brokerage company that allows
its users to watch the activity of others, copy
them, and to make their own trades.
Investrak (Singapore)
website that provides investment advice and
analysis of Singapore stock market.
Customers won’t have to leave
their current brokerage to
integrate with us.
DIFFERENTIATION
Social engagement in Stock
Tycoon is data driven – not
conversational.
+
+

10. STOCK TYCOON 2015
10
July 2016October 2015
Founded QC Fintech
Stock Tycoon
begins accelerator
program.
MVP
Stock Tycoon
V1.0 launched.
FUNDING
Initial seed
capital raise.
October 2016
Sign Customer
First Tier 1
customer signs on.
March 2017
T2 Customer
First Tier 2
customer signs
on.
SNAPSHOT – May 2016
Team Size : 6 ( Founder + Business Dev Exec + CTO + 3
engineers)
Product : V1.0 Complete.
Raising : Seed Capital – $300K – sustain development
and operations + Hire Data Scientist/Big Data Engineer
Our Journey
March 2016 May 2016

11. STOCK TYCOON 2015
11
2016 – 2018 - Social Engagement
2020 – 2021 – Overseas Expansion, currency
trading market
2018 – 2020 – Robo advisor– based on
aggregate Stock Tycoon data
Vision

12. STOCK TYCOON 2015
Our Team
ABOUT US
NICK SARRAF
Founder
• Over 10 years of experience building B2C high traffic
Ecommerce and social engagement platforms
• MS in CS from the Penn, MBA from Duke – Fuqua.
YEVGEN SILINOV
CTO
• Over 15 years of experience in as senior developer and
architect in the banking and Web/Ecommerce sector
• MS in Applied Mathematics, Simferopol State University,
Russia

13. RE-THINKING SECURITIES INVESTMENTS
Nick Sarraf
Founder & CEO
ns@stock-tycoon.com