UGBA 100 - Unicard capstone project
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UGBA 100 project slide Product features in our pitch: -Can consolidate all cards onto one card -Access via an app -Includes credit cards, gift cards, and other payment cards -Communicates via internet -Can be instantly wiped through mobile app
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UGBA 100 - Unicard capstone project
- 1. SIMPLICITY STARTS HERE Simplicity Starts Here CEO Takeo Hiraki | COO Alyssa Tio | CMO Anni Zhang | CFO Tiffany Le
- 2. TEAM Takeo Hiraki CEO • UC Berkeley • BS Business Administration • Minor: Computer Science • Focused on payments industry at a boutique M&A shop • Business Development at an AngelPad and Kleiner Perkins backed startup Product & Company Tiffany Le CFO • UC Berkeley • BS Business Administration • 4 Years Experience working as a Financial Analyst in a fortune 500 Company • Advisory at Ernst and Young focusing on new tech startups Market Anni Zhang CMO • UC Berkeley • BS Business Administration • BS Conservation & Resource Studies • Extensive marketing knowledge with 22-35 age group • Global Consulting, Shanghai • Marketing experience with startups in U.S. and Canada Operations Financials Alyssa Tio COO • UC Berkeley • BS Business Administration • 2 years experience in financial planning firm • Chair of business organization’s membership committee • Audit at Ernst & Young for tech startup clients Q&A
- 3. THE WORLD IS BECOMING MORE COMPLICATED Product & Company Market Operations Financials Q&A
- 4. UNCOMPROMISING SIMPLICITY EASE OF ACCESS SECURE Product & Company Market Operations Financials Q&A
- 5. MISSION To simplify the way we interact with our money through the aggregation and protection of our payment cards Product & Company Market Operations Financials Q&A
- 6. THE UNICARD
- 7. HOW IT WORKS 1. Input Card Data 2. Choose Card 3. Swipe Product & Company Market Operations Financials Q&A
- 8. MOBILE PAYMENTS INDUSTRY Dollar Amount of Mobile Payments – U.S. 250 Dollars (Billions) CAGR '10 - '14: 68% 214 200 162 150 119 100 81 46 50 15 0 2010 2011 2012 2013 2014 2015 Source: Aite Group Product & Company Market Operations Financials Q&A
- 9. TARGET MARKET Market Size Target Market (Age 22-35) Product & Company Average US consumer holds more than 9.5 payment cards Market Operations Financials Q&A
- 10. SWOT ANALYSIS Product & Company Market Operations Financials Q&A
- 11. POSITIONING & PRICE $100/year annual subscription Low Cost, High Quality Product & Company Market Operations Financials Q&A
- 12. MARKETING STRATEGY Online Marketing • Social Media • Press release on tech websites Minimal Marketing Product & Company Market Operations Strategic Partnerships • Credit Card company • Professional Company Financials Q&A
- 13. DISTRIBUTION Current central distribution channel Disintermediation Online Banks & Credit Card companies Employers Product & Company Aligned channel incentive Ad space and cross-selling Access to target market Promotion and advertising Market Operations Financials Q&A
- 14. STRATEGIC RELATIONSHIPS Manufacturer Product & Company Contractor Market Customer Support Operations Financials Q&A
- 15. OUR PEOPLE CMO Marketing CEO COO Technology CFO Sales Tax Accounting Engineers Product & Company Market Operations Financials Q&A
- 16. RISKS & MITIGATIONS •Low barriers to entry; new competition •Develop customer and brand loyalty by introducing new features, marketing, and customer service •High conversion costs •Marketing strategy •Technological advancements Product & Company Market •Re-investing 25% of revenues into R&D Operations Financials Q&A
- 17. FINANCIAL SUMMARY Success Factor: Breakeven in 3 Years ROI of 70.4% by Year 4 Viable M&A Prospects & IPO Considerations 35-40% Y-O-Y Growth Product & Company Market Operations Financials Q&A
- 18. BREAKEVEN IN YEAR 3 Amount in Dollars 1,200,000.00 1,000,000.00 800,000.00 600,000.00 Breakeven 400,000.00 200,000.00 0.00 Beta -200,000.00 2014E 2015E 2016E Year Total Revenue Product & Company 2013E Market Total Expenses Operations Net Income Financials Q&A
- 19. TOTAL ASK: $200,000 2014E 2015E 2016E 2017E 2018E 2019E 2020E Innovative Technology Marketing Premium Features Ad space Transaction Fees Expand to international market Increasing Revenues Decreasing Costs Product & Company Market Operations Financials Q&A
- 20. EXIT STRATEGIES Highly Viable M&A Prospects IPO Considerations Potential Valuation $500 MM Rev Potential Acquirers $10 MM Product & Company Market Operations Financials Q&A
- 21. *Sources: census.gov, sec.gov Product & Company Market Operations Financials Q&A
- 22. APPENDIX: FINANCIAL STATISTICS Category Assumptions Factor Explanation Sales Growth 35-40% 0.29 Competitor Rate COGS $0.50/card $0.50 Manufacturer Rate Depreciation $1600/year $1,600.00 Based on Straight-line Depreciation for a useful life of 5 years Marketing 25-30% of revenue 0.25 - 0.30 Variable Upon Growth 25% of Revenue 0.25 Industry Standard 10% of Revenue 0.1 Industry Standard 35% corporate tax rate 0.35 Industry Standard Research & Development Selling, General, & Administrative Tax Rate *Sources: census.gov, sec.gov Product & Company Market Operations Financials Q&A
- 23. APPENDIX: EQUITY Initial Investment 500 Startups, 5% Start-Up Expenses Patent Technology Development Marketing Expenses Equipment Rent Total Start-Up Expenses $20,000.00 $100,000 $20,000 $6,667.67 Capstone Capitalists, 15% Takeo Hiraki, 20% $146,667.67 Alyssa Tio, 20% Tiffany Le, 20% Start-Up Assets Equipment (Computers) Other Current Assets Total Assets $10,000 $5,000 $15,000 Total Initial Investment Amounts Initial Investment Anni Zhang, 20% $161,667.67 500 Startups 500 Startups Tiffany Le Alyssa Tio $25,000 CEO - Takeo Hiraki $34,166.92 CFO - Tiffany Le $34,166.92 CMO - Anni Zhang $34,166.92 COO - Alyssa Tio $34,166.92 Product & Company Market Takeo Hiraki Anni Zhang Capstone Capitalists Capital Needed $200,000 Operations Financials Q&A
Hinweis der Redaktion
- Disintermediation – direct channel to our usersBut want to tap into the relationships our users have with their banks and employers, building on the trusting relationship & Channel mixAligned channel incentive – channel motivation
- Who we hire
- High conversion costs - awarenessPUT LOGO ON ALL SLIDES