Download - Pitch Deck | Elite Financial LLC
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A One Stop Shop For Financial Services
We are disrupting the industry, Going against the status quo. Building a family not a quota for
clients. Long term relationships with short term investments. We are reinventing the way
investing is perceived. We aim to obliterate the myth that high yield returns are
reserved exclusively for the 1%. We plan to educate and build wealth. Together we can build a legacy worth remembering. At Elite
Financial, we aren’t just an on other investing firm, we are reinventing the way investing
is perceived.
Vision
Market Size
$670 Million
Spent on education in finance
$51.1 Trillion
In assets under management within the U.S.
$15.97 Trillion
Held within banking institutions and rose 7.9% in 2015
$486 Billion
Allocated to start ups in private equity
in 2015.
$59.1 Billion
Spent on VC in 2015
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What We Do
Problem
Banking
Education
Assets Management
Real Estate
Angel Investing-Too many fees -High loans %
-Wrong info, -Purposely hidden, or -Too expensive
-Need to be accredited, or -Small returns -Big Fees
-No info on deal flow -No experience -Need Lots of doe
-No info on deal flow -No experience -Need Lots of doe
SolutionsBanking
We will be offering an ethical competitive solution
to current banking institutions.
Real Estate JOBs act allows the “little”
wo/man but into multi-million dollar real estate deals.
Education Never pay a penny for any of our edu content & sleep
easy knowing the info is accurate.
Angel Investing make investing in start up easy. Let us walk you through your deals
Asset Managements Not interested in investing? No problem. Put your Money w/ us set & forget.
AppsApps to view all the platforms.
Our Take Ona “Hedge Fund”
We use a MAM system with a promising track record to accept non-accredited
and accorded investors alike to take advantage of our 1,200% +
annual returns.
Revenue ModelPerformance
Startup
Commissions
- 50% Performance | 0% monthly
- 40% Performance | 5% monthly
We have a startup “contribution” fee of 2%
Broker kick backs from trades.
PHASE 1
Our Flagship App
PHASE 1 Mint Meets slack. Social budgeting.
PHASE 2 Group pooling with gasification. Offer hyper targeted promo content to keep accountability within group and compliment in budget. introduce peer-to-peer transaction with block chain (international too free charge)
PHASE 3 Micro investing implementation with monitoring of account (similar to accorns) in the EFS fund.
Revenue Model
Block Chain Sponsorship- Pull margin on P-P
transactions. - License software to B2B
Micro-InvestingSell API to allow companies to hyper target clients with group pooling. by 2018.
Pull Money into the hedge fund with micro investing
15% Margin
$27 Million
$4.1 Million
PHASE 2
Startup Investing
Monitor Deal Flow Invest Smart• Slack and craigslist meets angel list,
seed invest and equity net. • Find solid deal and track them as they
grow and achieve mile stones.
• Contextualize industry start up geographically and by concentration of startups
• Look at prize of private companies valuation before committing in real time
Facilitate Start up success with live events and cowriting spaces. ETC
Startup Culture
Revenue Model
User Paid TotalSyndicate FeeFor Q4 of 2017 goalOf all funds raised.
$100MM in funds
$20 dollars
5% Raised
$5.5 Million
PHASE 3
Per month from Angels/CVs for dashboard access x 25,000 users July
Real Estate Investing
We crowd invest using JOBs act to buy out med-large income producing properties meeting our strict parameters before making a purchase. No longer do you need millions to own prime RE just good
guidance and a couple hundred bucks.
Revenue Model
Appreciation TotalIncomeProjected for 2018 Q4 in value
Portfolio CAP Rate (Annual net profit after expenses) of 12%.
12% CAP Rate
5% Appreciation
$120 Million
PHASE 4
Our portfolio grows at an avg of 5% annually with impressive 7-15 year exits for investors.
Banking Done Right
We want to change that paradigm of banks limiting
hidden fees for a full transparent experience.
Checking
Credit & Debit Cards Financial Advising
LoansHacking feesCPA & taxes
HR Services
We also include law services for RE, trusts, wills, and
business.
Buying an under performing bank will close our full
FinService suite offering services pennies on the
dollar.
Revenue Model
Capture Market SponsorshipLoansSell API to allow companies to hyper target clients with group pooling. by 2018.
Banks typically capture 10% of base checking value through issuance of loans
64% Target M
10% Base Value
$10 Million
PHASE 5
We plan to capture 64% of all our users across all PHASES with free checking acts.
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Competition
Expe
nsiv
eInexpensive
Great Performance
Poor Performance
Competitive Advantage
Track Record Dream Team Convenience
Price PointDeal Flow Education
Proven track record for success. Key players in their industry One-stop shop for finServices
Never over pay for our servicesBeautifully display potential & current deals.
Don’t pay a penny for our kick ass education
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Traction
Team