Raiz Invest Ltd. · ASX:RZI
Raiz Invest — Shareholder Meeting (November 2021)
18 slides from Raiz Invest's shareholder meeting presentation, Nov 26, 2021
Slide 1: Raiz Invest Limited (ASX:RZI)
Raiz Invest Limited (ASX:RZI) Multi-award-winning micro investing and fintech platform with operations in Australia and Southeast Asia FY21 AGM PRESENTATION │ 26 November 2021 Level 11, 2 Bulletin Place, Sydney NSW 2000 – Announcement authorised by George Lucas (Managing Director) RAIZ INVEST LIMITE
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Raiz Invest Limited (ACN 615 510 177) (RAIZ). References in this presentation to Certain statements in this presentation may constitute forward-looking statements or statements about future matters that RAIZ include its group of
Slide 3: 1. Raiz Overview
1. Raiz Overview ASX:RZI RAIZ INVEST LIMITED (ASX:RZI) 3 FY21 AGM Presentation
Slide 4: Raiz Snapshot
Raiz Snapshot Mobile investment products to unlock financial freedom Micro investment platform to enable financial freedom in & outside Super Leading customer service and user experience for attracting and retaining customers Low customer acquisition cost to help fast-track growth Growing rapidly in
Slide 5: Key Performance Metrics (Sep2021)
Key Performance Metrics (Sep2021) Continued outperformance across the dashboard Active Customers1 Funds Under Management Raiz Super Invested1 (Australia)1 533,755 $183.7m +85% $970.2m +159% +94% 288,148 $500.6m $71.0m Sep-20 Sep-21 Sep-20 Sep-21 Sep-20 Sep-21 Group Revenue Micro Investing Platform R
Slide 6: Key Indicators (Australia)
Key Indicators (Australia) Momentum continues strongly in 1Q FY22 Average Balance Recurring Revenue* Gross Margin (%) Average CAC At 30 Sep (Annual run rate $’000) Raiz Micro Investing Platform $2,799 64% 64% $13,651 $14.84 $12.55 $1,897 $7,214 Sep 2020 Sep 2021 Sep 2020 Sep 2021 Sep 2020 Sep 2021 S
Slide 7: Customer Growth
Customer Growth Step change in customer growth achieved through Australia acceleration and Southeast Asia expansion Active Customer Footprint Active Customer Growth Malaysia 533,755 81,635 +17% 456,927 CAGR +45% Australia 289,273 533,755 244,774 194,360 Active Customers Sept 2021 160,510 Indonesia 1
Slide 8: Revenue Streams
Revenue Streams Raiz delivered 87% growth in micro investment platform revenue on PCP Revenue blend by stream A percentage fee per Account Fee annum charged on 18% account balances. A monthly subscription fee 418 rewards partners pay of no less than $3.50 per Maintenance 1Q FY22 Advertising to adver
Slide 9: Raiz Rewards
Raiz Rewards Brands attracts members, members attract brands and Raiz Rewards attract loyalty Raiz Rewards is a loyalty program allowing users to Select Rewards Partners fast-track their Raiz accounts & Super balances through purchases made with partnership brands Raiz Rewards advertising revenue $0
Slide 10: 2. Strategy & Execution Overview
2. Strategy & Execution Overview ASX:RZI RAIZ INVEST LIMITED (ASX:RZI) 10 FY21 AGM Presentation
Slide 11: Corporate Highlights
Corporate Highlights Successfully executing against the growth strategy Continued customer, FUM and revenue growth: Overcoming COVID headwinds in operating territories to continue growth Growth with low customer acquisition cost (CAC): Acquiring active financial services customers online at a CAC of
Slide 12: Raiz Strategy Execution
Raiz Strategy Execution Execution of consistent and clearly defined strategy driven by customer feedback Core strategy New products and services to improve engagement Grow Grow revenue active per customers customer Great customer service & UX RAIZ INVEST LIMITED (ASX:RZI) 12 FY21 AGM Presentation
Slide 13: Business Model Highlights
Business Model Highlights Delivering financial flexibility, freedom and security to customers Multiple, diverse Pipeline of new Best-in-class end- revenue streams products and to-end financial features requiring technology minimal capex to platform initiate Highly engaged Favourable customer base te
Slide 14: Expansions in Southeast Asia
Expansions in Southeast Asia Rapid scaling in its target markets with new territories imminent Total Population Customer Sign Ups Investment Accounts Active Customers Australia c.26m 1,145,614 549,815 289,273 Indonesia c.277m 618,248 361,994 162,847 Malaysia c.33m 371,349 128,589 81,635 Thailand c.7
Slide 15: New Product Development
New Product Development New portfolios created based on customer demand and feedback Customised Portfolio Raiz Home Ownership Indonesia – Keuanganku Malaysia – Raiz Kids RAIZ INVEST LIMITED (ASX:RZI) 15 FY21 AGM Presentation
Slide 16: FY22 Focus Areas
FY22 Focus Areas Continued focus on growing the Australian business and executing the Southeast Asia growth strategy Increase ‘Lifetime Value Grow the business in of Customers’ through all geographies new products and services Prepare launch of Maintain disciplined Thailand and focus on costs Vietna
Slide 17: About Raiz Invest Australia Limited
About Raiz Invest Australia Limited Raiz Invest Limited (ASX:RZI) is a multi-award-winning micro-investing and fintech platform with operations in Australia and Southeast Asia. With Raiz, users are able to automatically invest the virtual ‘spare change’ from their daily purchases into diversified po
Slide 18: Investor and Media Enquiries
Investor and Media Enquiries Brendan Malone ir@raizinvest.com.au ASX:RZI RAIZ INVEST LIMITED (ASX:RZI) 18 FY21 AGM Presentation