We are a one-stop shop for everything financial services from traditional banking institutions to fintech such as our app and crypto-currencies. At Elite Financial we not only offer amazing investing opportunities we also contribute our education and services for pennies on the dollar!

1. Test
This is a test
A One Stop Shop For Financial Services

2. We are disrupting the industry, Going against the
status quo. Building a family not a quota for
clients. Long term relationships with short term
investments. We are reinventing the way
investing is perceived. We aim to obliterate the
myth that high yield returns are
reserved exclusively for the 1%. We plan to
educate and build wealth. Together we can
build a legacy worth remembering. At Elite
Financial, we aren’t just an on other investing
firm, we are reinventing the way investing
is perceived.
Vision

3. Market Size
$670MillionSpent on education
in finance
$51.1TrillionIn assets under management
within the U.S.
$15.97TrillionHeld within banking institutions
and rose 7.9% in 2015
$486Billion
Allocated to start ups in
private equity
in 2015.
$59.1Billion
Spent on VC
in 2015

4. Test
This is a test
What We Do

5. Problem
Banking
Education
Assets Management
Real Estate
Angel Investing-Too many fees
-High loans %
-Wrong info,
-Purposely hidden, or
-Too expensive
-Need to be accredited, or
-Small returns
-Big Fees
-No info on deal flow
-No experience
-Need Lots of doe
-No info on deal flow
-No experience
-Need Lots of doe

6. Solutions
Banking
We will be offering an
ethical competitive solution
to current banking
institutions.
Real Estate
JOBs act allows the “little”
wo/man but into multi-million
dollar real estate deals.
Education
Never pay a penny for any
of our edu content & sleep
easy knowing the info is
accurate.
Angel
Investing
make investing in start up
easy. Let us walk you
through your deals
Asset
Managements
Not interested in investing?
No problem. Put your
Money w/ us set & forget.
Apps
Apps to view
all the platforms.

7. Our Take On
a “Hedge Fund”
We use a MAM system with a promising
track record to accept non-accredited
and accorded investors alike to take
advantage of our 1,200% +
annual returns.

8. Revenue Model
Performance
Startup
Commissions
- 50% Performance |
0% monthly
- 40% Performance |
5% monthly
We have a startup
“contribution” fee of 2%
Broker kick
backs from trades.
PHASE 1

9. Our Flagship App
PHASE 1
Mint Meets slack. Social budgeting.
PHASE 2
Group pooling with gasification. Offer hyper targeted
promo content to keep accountability within group
and compliment in budget. introduce peer-to-peer
transaction with block chain (international
too free charge)
PHASE 3
Micro investing implementation with monitoring of
account (similar to accorns) in the EFS fund.

10. Revenue Model
Block Chain Sponsorship
- Pull margin on P-P
transactions.
- License software to B2B
Micro-Investing
Sell API to allow
companies to hyper target
clients with group pooling.
by 2018.
Pull Money into the
hedge fund with micro investing
15%
Margin
$27
Million
$4.1
Million
PHASE 2

11. Startup Investing
Monitor Deal Flow Invest Smart
• Slack and craigslist meets angel list,
seed invest and equity net.
• Find solid deal and track them as they
grow and achieve mile stones.
• Contextualize industry start up
geographically and by
concentration of startups
• Look at prize of private
companies valuation before
committing in real time
Facilitate Start up success with
live events and cowriting spaces. ETC
Startup Culture

12. Revenue Model
User Paid TotalSyndicate Fee
For Q4 of 2017 goalOf all funds raised.
$100MM in funds
$20
dollars
5%
Raised
$5.5
Million
PHASE 3
Per month from Angels/CVs
for dashboard access
x 25,000 users July

13. Real Estate Investing
We crowd invest using JOBs act to buy out med-large income producing properties meeting our strict parameters
before making a purchase. No longer do you need millions to own prime RE just good
guidance and a couple hundred bucks.

14. Revenue Model
Appreciation TotalIncome
Projected for 2018 Q4
in value
Portfolio CAP Rate (Annual
net profit after expenses) of 12%.
12%
CAP Rate
5%
Appreciation
$120
Million
PHASE 4
Our portfolio grows at an
avg of 5% annually with
impressive 7-15 year
exits for investors.

15. Banking Done Right
We want to change that
paradigm of banks limiting
hidden fees for a full
transparent experience.
Checking
Credit & Debit Cards Financial Advising
LoansHacking feesCPA & taxes
HR Services
We also include law
services for RE,
trusts, wills, and
business.
Buying an under performing
bank will close our full
FinService suite offering
services pennies on the
dollar.

16. Revenue Model
Capture Market SponsorshipLoans
Sell API to allow
companies to hyper target
clients with group pooling.
by 2018.
Banks typically capture 10% of
base checking value through
issuance of loans
64%
Target M
10%
Base Value
$10
Million
PHASE 5
We plan to capture 64%
of all our users across
all PHASES with free
checking acts.

17. Test
This is a test
Competition

18. Expensive
Inexpensive
Great Performance
Poor Performance

19. Competitive Advantage
Track Record Dream Team Convenience
Price PointDeal Flow Education
Proven track record for success. Key players in their industry One-stop shop for finServices
Never over pay for our servicesBeautifully display
potential & current deals.
Don’t pay a penny
for our kick ass education

20. Test
This is a test
Traction

21. Team