Raiz Invest Ltd. · ASX:RZI
Raiz Invest — Investor Presentation (January 2019)
18 slides from Raiz Invest's investor presentation, Jan 22, 2019
Slide 1: Investor Presentation January 2019
For personal use only Investor Presentation January 2019 1
Slide 2: Investor Presentation January 2019
For personal use only Investor Presentation January 2019
Slide 3: About Raiz
About Raiz For personal use only Raiz (formerly Acorns) is a mobile first micro-investing platform via mobile phone or web app, which allows customers to invest in a portfolio of Exchange Traded Funds (ETFs) in and outside of superannuation on a single platform. Raiz’s key IP is an end to end techno
Slide 4: Q2'19 Highlights
Q2’19 Highlights For personal use only +30% +22% $240k $254m Revenue Normalised revenue Reduction in net operating In FUM despite poor global against previous against previous cash outflow for quarter. Two equity market conditions quarter Quarter months of positive total cash flow +21% 175k $9.4m Ra
Slide 5: LTV of Customer Model
LTV of Customer Model For personal use only Revenue per customer growth, LTV to be enhanced through supports an increased lifetime Revenue per customer was up advertising, big data, Raiz value of customer (“LTV”) 14.3% on previous quarter and Rewards, Raiz Invest Super and independent of account and
Slide 6: Revenue Growth
Revenue Growth For personal use only $1.0 RZI has delivered consistent (m) Quarterly revenue growth & expects this to continue 10% $0.8 20% $0.6 12% $0.4 58% $0.2 $- Mar-16 Jun-16 Sep-16 Dec-16 Mar-17 Jun-17 Sep-17 Dec-17 Mar-18 Jun-18 Sep-18 Dec-18 Maintenance Fee Account Fee Advertising Netting 6
Slide 7: Growth Strategy
Growth Strategy For personal use only The Company’s growth strategy will focus on opportunities to increase the life time value of the customer based on Raiz’s scalable technology platform: Raiz’s strong brand, engaged network, first mover advantage and reputation as a o Accelerating the Raiz Group’
Slide 8: FY'19 Outlook
FY’19 Outlook For personal use only Raiz focus for FY2019: Continue to increase revenue and control costs to become cash flow positive. Increase the LTV of existing customer base. Increase paying customers by proactively engaging inactive customers and new customers. Continuously improve the platfor
Slide 9: Market Conditions
Market Conditions For personal use only The Royal Commission and Productivity Commission have greatly affected the way consumers view the industry: • Customer trust in all financial institutions is damaged. 42% • Number of financial advisors is expected to decrease. Millennials are confident with th
Slide 10: Raiz Invest Super
Raiz Invest Super For personal use only Since launching in July 2018, FUM has grown to $28+ million (as at 31 December 2018). Marketed to existing customers of Raiz through online channels targeting the database of over 600,000 sign ups. Raiz Invest Super gives customers access to their Superannuati
Slide 11: New Features Added
New Features Added For personal use only Raiz Kids: Simple way to invest Goals functionality to assist Raiz Invest Super Raiz Rewards improvements for under 18s customers to save 20K+ $5m a month via $28m+ FUM 160+ 12k+ transactions a Raiz Kids saving plans Raiz Invest Super brands month 11
Slide 12: Appendix
For personal use only Appendix
Slide 13: Raiz Team
Raiz Team For personal use only The awards and recognition Raiz have received highlights the hard work and commitment of the team. We have seventeen full time workers, responsible for coding, onboarding, funds management, operation administration, customer service and marketing. We have assembled a
Slide 14: Raiz Customers
Raiz Customers For personal use only Raiz appeals to a new generation of investors, with its automated processes, and as a result, the Raiz platform will grow with our customers on their life journey, to meet their emerging wealth and well-being needs. 45% 175,000+ increase in revenue Active custome
Slide 15: Raiz Rewards Partnership Growth
Raiz Rewards Partnership Growth For personal use only Raiz Reward Partners grew 42% to 163 partners since the end of June 2018. No. of RaizNoRewards of Partners Partners Reward Partners: 180 160 140 120 100 80 60 40 20 0 Dec-16 Mar-17 Jun-17 Sep-17 Dec-17 Mar-18 Jun-18 Sep-18 Dec-18 We are working w
Slide 16: Awards
Awards For personal use only WINNER WINNER WINNER WINNER Excellence in Wealth Investor Innovator Best Tech Innovation Digital Design - App Management FinTech Business 2017 Finder Awards 2016 Good Design Award 2016 Finnies 2017 WINNER WINNER WINNER Best Personal Finance App Investor Innovator Innovat
Slide 17: Important Information
Important Information For personal use only Important notice and disclaimer (Important Notice) This presentation has been prepared by Raiz Invest Limited (ACN 615 510 177) (RAIZ). References in this presentation to RAIZ include its group of companies and trusts. In consideration for being given acce
Slide 18: For personal use only
For personal use only 18