acorns grow australia - app securities · acorns helps people find money & invest for the...
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from acorns mighty oaks do grow
Acorns Grow Australia
Proprietary & Confidential
Acorns helps people find money &
invest for the future.
• Father & Son founded business in 2012
• Acorns Inc and Instreet Investment Limited have set up a JV – Acorns Grow
Australia Limited
• App (iOS & Android) and Web app went live February 2016 in Australia
Introduction
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The Problem – Investing is complicated
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Investing is a
BIG Decision
Legacy Brokerage
Platforms
Expensive
Fees
Large Monetary
Commitment
Require Financial
Analysis Expertise
Cumbersome
Tools
Countless Number of
Investment Vehicles
The Acorns Solution – simplifies the problem
Proprietary & Confidential
Make It a
small Decision
Mobile-First
Investment Platform
Simple Fees
Micro-Investing
Modern Portfolio Theory
Intuitive Tools
5 Risk-Adjusted
Portfolios
Found Money
Recurring
Lump Sums
set it and forget it, save automatically
any amount at any time
on a daily, weekly, or monthly basis
transform rewards to investable cash
Round-Ups
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4 Easy Ways to Save & Invest
5 Intuitive and Risk-Adjusted Portfolios
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Conservative Aggressive
Simple Pricing
For Accounts $5k+
or 0.275% /yr
For Accounts Under $5k
$1.25/mo
Proprietary & Confidential
Proprietary & Confidential
Market Data
Apps Email Service
Web App
AML/CTF
Electronic Transfers
Bank account aggregation
Analytics
3rd party system
monitoring
Rapid growth in user base
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90,000 Sign Ups
50,000 Investment Account
40,000 Active Investors
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
100,000
Acorns demographics
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18-24 25-34 35-44 45-54 55+
18%
16%
49%
22%
7% 3%
48%
23%
10%
3%
Cost per paying customer
$ 5.20
$ 8.50
Having gathered strong interest, we are in the
process of signing up super funds.
Getting user base ready for integration, with
informational marketing material.
11
ETA July 1st 2016
Proprietary & Confidential
Acorns is currently working on integrating BPAY with Acorns. This will give Acorns
customer the option to make voluntary contributions to their super, through Acorns.
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found money Found Money will launch in Q3 2016. Here is how you get involved:
1. Cash Forward - build loyalty or acquire customers by making an investment
into the future of our customers (e.g. give $1 for every $20 spent with your brand
or give $5 for becoming a new customer of your brand)
2. Sponsored Month - build brand equity and loyalty by paying our customer’s monthly
Acorns fee ($1.25/month)
The process will be seamless as a result of our offer platform, transaction level
data, and marketing capabilities
Proprietary & Confidential US Found Money trial with 1800-Flowers
Found Money has been trialled in
the US with great success, in both
reception from user base, and
increase in spending activity with
brand partners.
found money
13 Proprietary & Confidential
Acorns has already began trialling found money in Australia in partnership
with Football Federation Australia.
Acorns customers were offered $20 to be invested back into their Acorns
account when they buy any qualifying Socceroos ticket for the recent
matches against Greece.
Feedback has been positive and whilst we are still awaiting full results the
trial promises to be a good proof of concept.
for your time.
from acorns mighty oaks do grow
Thank you
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private under applicable law. It may not be used or disclosed to others without permission from the sender. If you have received this message in error, or are not a
named recipient: you are advised that any disclosure, copying, distribution or use of this document, or the information in its content, is strictly prohibited.
All information herein is a best-efforts forecast and should not be construed as a guarantee of future results. Proprietary & Confidential