Welcome to Gen Advisory's Investor Deck
Hello,
You could be investing in a Learning Management System that contributes to a resilient and sustainable Australian financial services sector!
Confidential and Proprietary. Copyright© by Gen Advisory. All Rights Reserved.
Purpose
Gen Advisory is developing a Learning Management System (LMS) for Australian FinTechs.
Our goals
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Deliver a practical and solutions-focused LMS.
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Be the "go to" LMS provider within our niche segments.
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Contribute to a resilient and sustainable Australian financial services sector.
Mission
As regulation and compliance specialists, our mission is to help ADIs and FinTechs fulfil their regulatory and commercial objectives.
Vision
To be the "go-to" training provider for Australian ADIs and FinTechs.
Key Insight Story
Australia has a highly regulated financial services sector.
The regulatory burden on Australian FinTechs firms is ever-increasing.
Consulting services are expensive and often "out-of-reach" for Australian FinTech start-ups.
Australian FinTechs often see regulatory compliance as a "necessary nuisance".
Regulatory vs. FinTechs:
"Us and Them" mentality
Regulatory breaches - especially AML/CTF-related ones- can have catastrophic consequences.
The Problem
Australia has a highly-regulated financial services sector.
Regulatory breaches can be catastropnic for Australian FinTechs and broader financial stability.
Why is this a problem?
There is a gap in the market for financial services training programs that cater specifically to Australian FinTechs.
Solution
Gen Advisory’s online Learning Management System for Australian FinTechs
Check out what's to come
Early registration
Unique Selling Point
Designed by experienced Australian financial services regulators.
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Practical and solutions-driven.
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Rather than merely being told what the regulatory rules are, users are also taught how to identify solutions and strategies.
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Presents the latest industry-leading RegTech solutions.
Addressable Market Opportunity
Gen Advisory's LMS is designed to cater to both the FinTech and "traditional" financial services sectors
Primary Market
FinTechs
733 (as at 31 Dec 2020)
Traditional Market
FinTech Australia
300
Stone and Chalk
90
Other Hubs
Circa 400
FinTech Australia and Stone & Chalk have confirmed that they will promote Gen Advisory's LMS to their members.
Stable market
Continues to experience solid YOY growth.
AFS Licensees
6,127
ACL Licensees
4,930
Corporate Authorised Representatives
1,477
AUSTRAC Reporting Entities
15,762
ADIs
126
Sources: ASIC, “Licensing and professional registration activities: 2020 update (Report 671)”, November 2020, pp. 18-19. | APRA, “Register of ADIs”, as at 19 April 2021.
Secondary market
Indonesian Financial Services Sector.
120 commercial banks1
1,329 non-bank financial institutions (NBFIs) 1;
The Indonesian financial services sector is an emerging market with huge growth potential.
Breakdown of the Indonesian financial services sector as at 30 June 2020:
322 FinTechs2.
Sources: Indonesian Financial Services Authority, 2019-2020 Annual Report. 2 FinTechNews Indonesia, Indonesia FinTech Report and Map 2020.
Why the Indonesian financial services sector represents an addressable market opportunity for Gen Advisory:
Australia and Indonesia have very similar AML-CTF regimes.
Gen Advisory’s founder was the Australian Government-funded “Financial Sector Regulation Adviser” in Indonesia from 2014 to 2018.
Competitors
Incumbent One
Strengths:
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Leading industry player.
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Well-established.
Weaknesses:
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Not designed specifically for FinTechs.
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No training courses on AML-CTF.
Incumbent Two
Strengths:
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Slowly gaining market share.
Weaknesses:
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Not as well-known as "Incumbent One".
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Not designed specifically for FinTechs.
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No training courses on AML-CTF.
Legal Firm One
Strength:
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Already have a niche client base.
Weaknesses:
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Not designed specifically for FinTechs.
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No training courses on AML-CTF.
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Expensive.
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Basic user experience.
Legal Firm Two
Strength:
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Already have a niche client base.
Weaknesses:
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Not designed specifically for FinTechs.
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No training courses on AML-CTF,
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Content is not Australia-specific.
Our Competitive Advantage
Our Team
Gen Advisory comprises a stable and collaborative team.
Traction Timeline
Market research and value identification in 2019
COVID-19 outbreak
in March 2020
Gained second fee-paying client in Oct 2020
Positive Future
Outlook
Incorporated in June 2018
Actively entered the market in Jan 2020
Client traction begins.
Gained first fee-
paying client
in Sep 2020 (despite CoVID-19)
Gained third fee-paying client in Feb 2021
For our LMS platform
Confirmed
Prospective
Various FinTech Australia and Stone & Chalk members
Financial Projections
2024 FY
178
674
$3.5M
$3.0M
2023 FY
162
613
$3.2M
$2.7M
2022 FY
147
519
$563K
$257K
Users (FinTech Sector)
Users (Traditional Sector)
Revenue
Net Income
Key Assumptions
Target Market Share:
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FinTech sector: 10%
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"Traditional" sector: 5%
Market growth rate:
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FinTech sector: 10% p.a. in Years 2 and 3
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"Traditional" sector: 5% p.a. in Years 2 and 3
Capital Raise
"Pre-seed" funding round: Raising A$100,000
Terms
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Equity: 20%.
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$20,000 to $50,000 per individual investor.
Purpose of funds
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Create exciting and visually-engaging LMS content.
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Retain and attract the best talent.
Use of funds
LMS
Training content production: $50,000.
Team
Salaries and wages (6 months): $50,000 for key LMS personnel - i.e.:.
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LMS Manager;
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LMS Administrator;
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Technology Manager.
Further Information
