Raiz Invest Ltd. · ASX:RZI
Raiz Invest — FY2018 Earnings Presentation
15 slides from Raiz Invest's earnings presentation, Sep 6, 2018
Slide 1: Invest & Save confidently with Raiz
For personal use only Invest & Save confidently with Raiz 6 September 2018 Raiz Invest Limited FY18 Results Presentation 1
Slide 2: 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 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 launched in February 2016 and is
Slide 4: Customers
Raiz Customers For personal use only Active or paying customers increased 55.6% to 160,510 at FY18 versus 103,144 at FY17 600,000 Paying FY18 500,000 550,000+ 500,000 Customers Customer Sign Ups (as at 31 August 2018) 56% 400,000 255,000+ Investment Account 300,000 FY18 (as at 31 August 2018) 235,00
Slide 5: Revenue Growth
Revenue Growth For personal use only Normalised revenue up 126% from FY17 to FY18. Revenue growth $1,000,000 Netting 9% Advertising 12% driven by FUM and Account Fee advertising revenue 7% $800,000 Maintenance Fee 71% $600,000 $400,000 $200,000 $- Mar-16 Jun-16 Sep-16 Dec-16 Mar-17 Jun-17 Sep-17 Dec
Slide 6: Funds Under Management (FUM)
Funds Under Management (FUM) For personal use only FUM grew 129.9% to $199.8m in FY18 from $86.9m at FY17. $200,000,000 $249m As at 31 August 2018 $150,000,000 $100,000,000 $50,000,000 $- Mar-16 Jun-16 Sep-16 Dec-16 Mar-17 Jun-17 Sep-17 Dec-17 Mar-18 Jun-18 Raiz Invest Limited 6 FY18 September Resul
Slide 7: Rewards Partnership Growth
Raiz Rewards Partnership Growth For personal use only Raiz Reward Partners grew 326% to 115 in FY18 from 27 at FY17. No. of Raiz Rewards Partners Raiz Reward Partners include: 120 100 80 60 40 20 0 7 7 8 17 17 18 18 16 17 17 r-1 -1 r-1 n- n- b- b- c- g- c- ct Ap Ap Ju Ju Fe Fe De Au De O Raiz has re
Slide 8: Overview FY18 - Summary
Raiz Overview FY18 - Summary For personal use only 129% 82% 56% Well funded to deliver on Funds Under Management Customer sign ups Active customers current growth strategy, 30 June 2018: $199.8m 30 June 2018: +500k 30 June 2018: +160k with over $11.6m in cash 31 August 2018: $248.8m 31 August 2018:
Slide 9: Product Overview
Raiz Product Overview For personal use only New features and products driven by customer feedback 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 $18m+ FUM 120+ 12k+ transactions Raiz Kids
Slide 10: Invest Super
Raiz Invest Super For personal use only Since launching in July 2018, FUM has grown to $18+ million (as at 31 August 2018). Marketed to existing customers of Raiz through online channels targeting the database of over 550,000 sign ups. Raiz Invest Super gives customers access to their Superannuation
Slide 11: 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. 26% 172,000+ increase in revenue Active custome
Slide 12: Competitive Advantages
Competitive Advantages For personal use only Raiz is able to leverage technology to offer and facilitate the provision of financial services and products at a lower cost with greater efficiency than a traditional financial services business. Raiz owns the end-to-end mobile first technology platform
Slide 13: Growth Strategy
Raiz Growth Strategy For personal use only The Company’s growth strategy will focus on opportunities to add multiple revenue streams based on Raiz’s scalable technology platform: Accelerating the Raiz Group’s growth in Australia through increased marketing spend and R&D with machine learning and AI
Slide 14: Awards and recognition
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 Innovator in W
Slide 15: Thank you
Thank you For personal use only Contact Business: Media Enquiries: George Lucas – glucas@raizinvest.com.au Lauren Stutchbury– lstutchbury@cannings.net.au Brendan Malone – brendan@raizinvest.com.au Phone 02 8284 9992 This document & the information herein is confidential, intended only for the named