Raiz Invest Ltd. · ASX:RZI
Raiz Invest — MicroCap Conference 2023
18 slides from Raiz Invest's conference presentation, Oct 25, 2023
Slide 1: MicroCap Conference Presentation
For personal use only MicroCap Conference Presentation 25 October 2023 Australia’s leading WealthTech delivering in all economic cycles Level 11, 2 Bulletin Place, Sydney NSW 2000 Authorised for release by the Board of Directors
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 RAIZ include its group of companies and trusts. For personal use only This presentation is subject to the conditions outlined below. Your receipt or
Slide 3: Corporate Snapshot
For personal use only 01 Corporate Snapshot
Slide 4: Raiz at a glance
Raiz at a glance Australia's market leading WealthTech Business description Investment highlights For personal use only n Raiz (formerly Acorns) launched in Australia in 2016, listed on the ASX in June 2018 Favourable macroeconomic drivers and increasing addressable market (ASX:RZI), the current CEO
Slide 5: Group FY23 results highlights
Group FY23 results highlights Achieved significant cost reductions for ongoing growth and path to profitability FY2023 Financial Summary For personal use only 685k A$1.15b 83% Permanent reduction to ongoing cost-base Global Customers Total FUM Improved Group 96% Reduction of adjusted normalised loss
Slide 6: Company Overview
For personal use only 02 Company Overview
Slide 7: Investment Highlights
Investment Highlights Award-winning Investment Platform, Delivering on Growth and Innovation For personal use only 11 #1 Leading Platform 2 Industry Low CAC 3 Customer Experience Strong and well credentialed Highly engaging digital investment Best in class marketing engine management team focused on
Slide 8: Our digital investment platform unlocks financial freedom
Our digital investment platform unlocks financial freedom Comprehensive investment product suite that evolves to match full customer lifecycle 1 Raiz Invest 2 Raiz Plus 3 Raiz Invest Super 4 Raiz Kids 5 Raiz Rewards For personal use only n Raiz Invest users choose to invest n Raiz Plus (launched Aug
Slide 9: Continued robust growth
Continued robust growth Consistent active customer and FUM growth achieved with increased pricing • Australian maintenance fees have been consistently raised with no discernible impact to customer growth. • Raiz has also maintained world-class financial services CAC in Australia with less than 6 mon
Slide 10: Our product innovation continues to unlock financial freedom
Our product innovation continues to unlock financial freedom Continuous product development and innovation from customer feedback Product Launch: Plus For personal use only n In August 2023 Raiz announced the new product release of Plus n Plus provides customers with the ability to add up to 50 indi
Slide 11: Raiz Continues to Outscore Contemporary Online Investing Apps
Raiz Continues to Outscore Contemporary Online Investing Apps Raiz has a market-leading online investing platform, being ranked as the one of the highest rated financial services application among its peers Outside of Commsec Pocket which is a universally recognised in Australia, Raiz has the highes
Slide 12: Innovative Products Supporting Younger Customers on Their Wealth Journey
Innovative Products Supporting Younger Customers on Their Wealth Journey Raiz’s customer distribution highlights its market-leading support of younger customer demographics 1 For personal use only Distribution of Customers Balances >$500 Average adult customer is ~34 Kids Gen Z Millennial Gen X Boom
Slide 13: We have a large addressable market in front of us
We have a large addressable market in front of us Raiz has an opportunity to capitalise on a large and improving addressable market in Australia Investing Raiz’s Market Proposition For personal use only 26.3m 1§ There is a significant opportunity for further penetration of the adult population who a
Slide 14: Consistent and disciplined delivery of our strategy
Consistent and disciplined delivery of our strategy Focusing on continued growth, customer experience leading to a strong path to profitability New products For personal use only and services to improve engagement Grow Grow revenue active per customers customer Great customer service & UX Delivering
Slide 15: Management strategic outlook
Management strategic outlook Significant growth opportunity continues – delivered by a strong culture and people § Building on strong loyalty with exceptional customer service and personalised experience For personal use only Customer Growth & § Continue to grow core Australian business with improve
Slide 16: Continued Outperformance Across Key Metrics in Australia
Continued Outperformance Across Key Metrics in Australia Strong Results Providing a Solid Platform for Ongoing Growth Active Customers (Australia) FUM (Australia) Revenue (Raiz Micro Investing Platform Aus) For personal use only (m) (A$m) (A$) CAGR: 10 % : 27% CAGR : 36% 295,943 CAGR 1,132 16.7 16.6
Slide 17: Stock Performance Since IPO and Current Capital Structure
Stock Performance Since IPO and Current Capital Structure and Substantial Holders Share Price & Volume Capital Structure and Substantial Shareholders For personal use only 2.00 Capital structure (FY23 Reported) A$2.10 Shares on issue 93.4m Share price(1) A$0.40 A$1.80 12 month range A$0.40 - A$0.49
Slide 18: Thank you
For personal use only Thank you Investor and media enquiries: Brendan Malone ir@raizinvest.com.au ASX:RZI