Transforming the Management of Tangible Wealth

Transcription

1 Transforming the Management of Tangible Wealth

2 Introduction Trōv is the world s leading software that enables the active management of tangible wealth We help our Members collect, secure, and actively manage all the information about their properties and possessions.

3 Trōv s Core Propositions Collect Secure Manage Discover Trōv On-Site Services Policy Data-connected live Applications Partner On-site Services Technology Values updated Property Member collection Process Content curated TrōvWorth Point of Sale Business Model Related info freshened LookBook Retail Dashboard Manufacturer Reports Alerts TrōVault 3

4 Anatomy of a Trōv A Personal Trōv is a secure digital repository where the information about your personal property is actively managed Values _acquired _current _depreciated TrōvWorth _cumulative value of assets _trends and indicators _by asset class, location, genre... (personal) Tangible Asset details _descriptions _location _acquisition data _photos _videos _user manuals and instructions _provenance _ownership _other relevant documentation TrōVault _personal documents _estate plans _wills _health directives _mortgages and related

5 Applications Harness Data in the Trōv to Benefit Our Members Wealth Management Tax & Estate Planning Property Management Asset Disposition (personal) Insurance Preparednes s Private Transactions Legacy Transfer Philanthropy

6 Trōv s Software is Transforming Tangible Asset Management Benefits Unprecedented control over information about personal property Complete view of wealth - financial and non-financial More accurate insurance-to-value and ease of claims Simplifies estate, tax, and legacy planning Simplifies and centralizes property management Unprecedented visibility into changing asset values Integration at point-of-sale, retailer, and manufacturer * *features to be delivered in

7 Summer/Fall Rate Card Trōv Première Price $1,000 Annual Subscription $2,500 One-time Service Fee Technology Properties Up to two properties Members Unlimited Floor Plan Included Contents Valuation Included Storage Capacity Unlimited Software Updates Included Customer Support Included Service 1 Person 1 day onsite (typically 9-5pm) Collect data on client s 100 most treasured assets Incorporate stated values from documentation or knowledge

8 Summer/Fall Rate Card Trōv Première Plus Price $5,000 Annual Subscription $5,000 Per Day Onsite (one time service fee) Technology Properties Unlimited properties Members Unlimited Floor Plan Included Contents Valuation Included Storage Capacity Unlimited Software Updates Included Customer Support Included Service 2 People multiple days onsite (typically 9-5pm) Collect data on general contents and property in addition to most treasured assets Incorporate stated values from documentation or knowledge

9 Trōv Software and Service is Available Today Process On-site to document properties and valuables Data is physically and technologically secured Unique technology actively manages the data in Trov Web and mobile applications enable new benefits TrōvWorth change triggers alerts* Privacy and Security Trōv accesses your data only with your permission All data encrypted at collection and storage Trōv business not designed for advertisers Rigorous processes support internal privacy *2013 releases

10 Trōv - Business at a Glance Trōv is a software company that collects, secures, and actively manages the information about individuals tangible assets. We are applying technology to solve a key issue for our target audience: how to effectively manage property and possessions. Our immediate target audience is the 30M global ultra and high-net worth. Longer term we will offer similar utility to the 368M global Mass Affluent. We are reaching our target audience by providing significant benefits to Wealth Managers, Property Insurers, Multi-Family Offices; these are our sales partners. Our aspiration is to globally popularize the personal Trōv as the new normal way to manage information about all personal property. Our team is comprised of seasoned, successful technology entrepreneurs and accomplished software technologists. Our revenue is derived from non-recurring data-collection and annually recurring software license fees. We are privately funded and capitalized to achieve our immediate goals.

11 Management Team Scott Walchek Chairman, CEO Macromedia (Adobe), SWMC/(Disney), Inktomi (Yahoo), Baidu, DebtMarket (ICE) Dr. Jim Gemmell Chief Technology Officer Microsoft Chief Research - Advanced Search 12 Engineers and Project Managers Microsoft Bing, Google Security, Johns Hopkins... Mark Dowds Exec Vice President, Business Development Band of Coders, BrainPark 4 Functional VPs throughout US Goldman Sachs, Asset Archives, Varda...

12 Board of Directors Scott Walchek Chairman, CEO Dr. Gordon Bell Director Microsoft Principle Researcher; VP Engineering Digital Equipment Co; Recipient: Presidential Award for Innovation Dr. Anthony Melman Director Founder, CEO, Acasta Capital; Former CEO, Chairman: Nevele Inc.; Managing Director, Onex Corp; Sr Vice President, CIBC Bruce Whitley Director SiliconEdge Law Group: Founder, General Partner

13 Trōv s Target Demographic > USD 1 million USD 89.1 trn (38.5%) 29.7 mn (0.5%) ~30 Million High Net Worth Individuals USD 100,000 to 1million USD trn (43.6%) 369 mn (8.2%) ~370 Million Mass Affluent Individuals USD 10,000 to 100,000 USD 33.5 trn (14.5%) 1,066 mn (23.6%) < USD 10,000 USD 7.6 trn (3.3%) 3,054 mn (67.6%) Wealth range Total Wealth (percent of world) Number of adults (percent of world population) Source: Credit Suisse Global Wealth Databook, 2011

14 HNWI s are Increasing Their Passion Investments All HNWIs North America Latin America Europe & Russia Africa & Middle East Asia Pacific 37% 64% 11% 29% 13% 50% 59% 89% 42% 67% 30% 62% 52% 67% 30% 44% 29% 73% HNWI s citing that they will increase their investment in Treasures. Source: CitiBank - The Wealth Report 2012: A Global Perspective on Prime Property and Wealth

15 The Make-up of Global Wealth Has Changed in Last Decade At the start of the decade, financial assets accounted for most of the value of the household portfolio, but the share has been declining, as a result of which, the global portfolio is now equally split between financial and non-financial assets. Credit Suisse Global Wealth Databook - Composition of household portfolios

16 399M Individuals Worldwide Hold $190T of the World's Wealth 29.7M $89T 369M $101T High Net Worth ($1M to $50M) Ultra High Net Worth (>$50M) Emerging Affluent ($100k to $1M)

17 Trov's Target Members are 7% of the World s Population > US$1M 29.7M UHNWI and HNWI (>US$1) EMERGING AFFLUENT (US$100k - $1M) $89T $101T GLOBAL WEALTH POPULATION 369M US$100K TO US$1M

18 Trov's Target Members Hold 47% of All Wealth > US$1M 29.7M UHNWI and HNWI (>US$1) $89T $101T EMERGING AFFLUENT (US$100k - $1M) GLOBAL WEALTH POPULATION 369M US$100K TO US$1M

19 17% (~$34T) of Wealth is in Treasure Assets > US$1M 29.7M Trov s target members hold up to $US34T in Treasure Assets UHNWI and HNWI (>US$1) $89T $101T EMERGING AFFLUENT (US$100k - $1M) GLOBAL WEALTH POPULATION 369M US$100K TO US$1M