Touch Ventures Ltd. · ASX:TVL
Touch Ventures — Shareholder Meeting (April 2022)
34 slides from Touch Ventures's shareholder meeting presentation, Apr 28, 2022
Slide 1: CEO's Update
For personal use only CEO’S UPDATE HEIN VOGEL, CEO
Slide 2: FY21 has been a significant year for Touch Ventures
FY21 has been a significant year for Touch Ventures For personal use only Highlights Key Metrics (as at 31 December 2021)
Slide 3: Market & Strategy Update
MARKET & STRATEGY UPDATE Coming off a strong 2021, the growth sector has seen a correction in the public markets Late 2020 through to late 2021 saw increased valuations across public equity markets, particularly for growth and For personal use only technology companies. This trend began to reverse
Slide 4: We have been very focused on our existing portfolio
We have been very focused on our existing portfolio For personal use only
Slide 5: We have been very focused on our existing portfolio
We have been very focused on our existing portfolio For personal use only
Slide 6: Recently Reviewed Opportunities
RECENTLY REVIEWED OPPORTUNITIES Strong uptick in opportunities being reviewed with larger proportion from Europe as our team gets more established For personal use only Commentary Opportunities reviewed by month Deal flow strong with 60 opportunities reviewed in Q122, 35 30 opportunities reviewed
Slide 7: Looking Ahead
LOOKING AHEAD Team is focussed on managing our current portfolio The opportunity pipeline is growing and we continue to strengthen our networks in the US and Europe. We are particularly focussed on working with Block and Afterpay Well positioned with ~$75m of capital available as at 31 March 2022 We
Slide 8: Further Information / Thank You
FURTHER INFORMATION THANK You 16
Slide 9: Basiq
For personal use only BASIQ PRESENTER: DAMIR ĆUĆA, CEO AND FOUNDER
Slide 10: The Building Blocks of Financial Services
For personal use only The Building Blocks of Financial Services Proprietary & Confidential. Basiq April 2022
Slide 11: Our Vision: Make Finance Easy
For personal use only OUR VISION Make Finance Easy
Slide 12: The Basiq Platform: Used across many segments & use-cases
THE BASIQ PLATFORM Used across many segments & use-cases For personal use only HOME/ MICRO PERSONAL BNPL INVESTING LENDING AFFORDABILITY ASSESSMENT ROUND UPS ACCOUNT VERIFICATION PFM / PROPTECH CRYPTO BUDGETING PAYMENT DATA INITIATION EARLY HOME WAGE BUSINESS ENRICHMENT PAYMENTS LENDING ACCESS LENDI
Slide 13: Our Customers
OUR CUSTOMERS Fintechs using the Basiq platform For personal use only 4
Slide 14: The Basiq Platform: Built on a strong foundational core
THE BASIQ PLATFORM Built on a strong foundational core For personal use only ONGOING CONSENT Platform built on framework of ongoing consent USE-CASE AGNOSTIC Can be used for any financial use case DATA DRIVEN Data & Insights are foundations for all services SERVICE BASED Services are independent and
Slide 15: The Basiq Platform: How it works
THE BASIQ PLATFORM How it works For personal use only FINANCIAL CONSUMER YOUR PRODUCT BASIQ API INSTITUTIONS Connect to data Data Insights Event driven actions Secure consented access to Get the complete picture of Take event-driven data insights financial data from over 130 end-users with real time
Slide 16: Partner: Vyro (Environment)
PARTNER: VYRO (ENVIRONMENT) Putting Electric vehicles in reach of Every Australian For personal use only Vyro has built Australia’s first virtual dealership. Where consumers can trade in their old car and get a guaranteed price on the spot. They can credit this to a new electric car and finance the wh
Slide 17: Partner: Upstreet (Rewards)
PARTNER: UPSTREET (REWARDS) Real time transaction data to automate share rewards For personal use only Upstreet is an app that lets customers earn shares with their favourite brands as they shop with them. Using Basiq users can securely link their spending accounts from +100 institutions which provi
Slide 18: Partner: Pocketbook (Personal Financial Management)
PARTNER: POCKETBOOK (PERSONAL FINANCIAL MANAGEMENT) Powering Pocketbooks relaunch With seamless user migration For personal use only The Basiq platform is built for scale, ensuring Pocketbook can seamlessly migrate +800,000 users and successfully onboard new ones. “We chose Basiq because we want to
Slide 19: About Basiq
For personal use only About Basiq At Basiq, our vision is to Make Finance Easy. Finance is complex and it can be hard for consumers to make informed financial decisions. We see a world where consumers are empowered to make smarter financial decisions and to engage with their finances in new and unique
Slide 20: Refundid
For personal use only REFUNDID PRESENTER: BRAD KARNEY, CEO AND CO-FOUNDER
Slide 21: Your refund, instantly. Touch Ventures AGM
For personal use only 1 Your refund, instantly. Touch Ventures AGM BRAD KARNEY CEO
Slide 22: Problem For Customers
2 Problem For Customers It can take up to 6 weeks for a customer to receive a refund For personal use only Source: Deloitte ‘Bringing it Back’ report Problem For Customers
Slide 23: World's First Refund Option
For personal use only 3 World’s First Refund Option Your Refund, Instantly.
Slide 24: Problem For Merchants
4 Problem For Merchants For personal use only “96% of customers won’t return to a store Loss Of after a bad refunds experience”(1) and over 60% of customers will check for a good Customers refund policy prior to purchasing Reduced Slow refund processes are ranked the #1 most Purchasing frustrating e
Slide 25: Founding Team
5 Founding Team Brad Karney Ilan Kessler Judd Katz Joel Aaron For personal use only CEO CTO Head of Operations Head of Product § Ex-investment banking at § Ex-Quantium and § Previous data science and § Previous e-commerce JP Morgan and Grant Freelancer.com Full Stack physics background entrepreneur,
Slide 26: Refundid provides eCommerce customers instant refunds for online returns
6 Refundid provides eCommerce customers instant refunds for their online returns For personal use only Step 1 Step 2 Step 3 Step 4 Customers select the items Refundid pays customers Customers ship back items Merchants have 21 days to they wish to return their refund in real-time to the merchant acce
Slide 27: Product Overview
7 Product Overview For personal use only ProductThe Solution Overview
Slide 28: Examples
8 Examples For personal use only The Solution Example
Slide 29: Retail Partners
9 Retail Partners For personal use only Retail Partners Your refund, instantly.
Slide 30: Retailer Results
10 Retailer Results For personal use only Repurchases Conversion On Same-Day As Refund 47% Uptake Of Refundid 80% Rate 15% Customer Repurchase Merchant Repurchase Rate 28% Average Order Value 30% Churn 0% Retailer Results
Slide 31: Market Size
11 Market Size For personal use only Existing AUS Online Refund Market Existing US Online Refund Market Existing UK Online Refund Market Ecommerce Market Size $40B $900B $120B Average Return Rate (%) 15% 22% 15% Total Addressable Market $6B $198B $18B Market Your refund, Size instantly.
Slide 32: Advisory Board & Support
12 Advisory Board & Support For personal use only Paul Greenberg Touch Ventures Advisory Board Lead Investor § Joined Refundid’s Advisory Board § Touch Ventures (ASX: TVL) were a lead following pre-seed investment guiding investor in Refundid’s seed capital raise Refundid through early stages of gro
Slide 33: Your refund, instantly.
For personal use only 13 Your refund, instantly.
Slide 34: Disclaimer
DISCLAIMER The material in this presentation has been prepared by Touch Ventures Limited (“Touch Ventures”) ABN 96 612 559 958 and is general background information about Touch Ventures’ activities current at the date of this presentation. The information is given in summary form and does not purpor