shutterstock_117439978.jpg

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

  • Deliver a practical and solutions-focused LMS.

  • Be the "go to" LMS provider within our niche segments.

  • Contribute to a resilient and sustainable Australian financial services sector.

values-39.png
Mission

As regulation and compliance specialists, our mission is to help ADIs and FinTechs fulfil their regulatory and commercial objectives.

 

 

values-41.png
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.

Screen Shot 2021-05-13 at 12.01.20 pm.pn

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. 

sean-pollock-PhYq704ffdA-unsplash.jpg

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

Screen Shot 2021-05-05 at 4.57.49 pm.png

Early registration

lee-ferrell-UjX9YmFs_O4-unsplash.jpg

Unique Selling Point

Designed by experienced Australian financial services regulators.

  • Practical and solutions-driven.

  • Rather than merely being told what the regulatory rules are, users are also taught how to identify solutions and strategies. 

  • 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. 

shutterstock_408860593.jpg

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:

  • Leading industry player.

  • Well-established.

Weaknesses:

  • Not designed specifically for FinTechs.

  • No training courses on AML-CTF.

Incumbent Two

Strengths:

  • Slowly gaining market share.

Weaknesses:

  • Not as well-known as "Incumbent One".

  • Not designed specifically for FinTechs.

  • No training courses on AML-CTF.

Legal Firm One

Strength:

  • Already have a niche client base.

Weaknesses:

  • Not designed specifically for FinTechs.

  • No training courses on AML-CTF. 

  • Expensive.

  • Basic user experience.

Legal Firm Two

Strength:

  • Already have a niche client base.

Weaknesses:

  • Not designed specifically for FinTechs.

  • No training courses on AML-CTF,

  • Content is not Australia-specific.

Our Competitive Advantage

Our Team

Gen Advisory comprises a stable and collaborative team.

home pg social image-01.png

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

Screen Shot 2021-05-07 at 10.58.10 am.pn
Screen Shot 2021-05-07 at 10.58.21 am.pn

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:

  • FinTech sector: 10%

  • "Traditional" sector: 5%

Market growth rate:

  • FinTech sector: 10% p.a. in Years 2 and 3 

  • "Traditional" sector: 5% p.a. in Years 2 and 3 

sean-pollock-PhYq704ffdA-unsplash.jpg

Capital Raise

"Pre-seed" funding round: Raising A$100,000

Terms

  • Equity: 20%.

  • $20,000 to $50,000 per individual investor.

Purpose of funds

  • Create exciting and visually-engaging LMS content.

  • 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.:.

  • LMS Manager;

  • LMS Administrator;

  • Technology Manager.

Further Information

investor deck icons-63.png
investor deck icons-64.png
investor deck icons-65.png