Profitable Stock Broking Company Investment Opportunity in Sacramento, United States
SaaS-based algo/robo investment fintech/platform with $1.3 million portfolio & 19 accounts generating profits on daily-basis.
This transaction has concluded.
Premium Plan
| Established | 1-5 year(s) |
| Employees | 2 - 5 |
| Legal Entity | C Corporation |
| Reported Sales | INR 1.7 crore |
| Run Rate Sales | INR 2.57 crore |
| EBITDA Margin | 30 - 40 % |
| Industries | Stock Broking + 1 more |
| Locations | Sacramento |
| Local Time | 4:54 PM Etc / GMT+8 |
| Listed By | Management Member |
| Status | Active |
Partial Stake Sale
INR
2.14 crore
for
10.0%
stake
(Native Currency: USD 250,000)
Reason: The company is bootstrapped & there are no loans or liabilities as of now.
We are considering seed ...
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Interested to connect with advisors
Documents
Pitch Deck - Preview
(7.9 MB)
Pitch Deck Video - Preview
(18.3 MB)
Solution
(151.2 KB)
Problem
(80.6 KB)
What We Are
(166.7 KB)
Business Overview
SaaS-based robo investment FinTech/Platform with 10 live customers generating profits.
- Fully developed in-house.
- Algorithmic & user rules-based.
- No human involvement is required.
- 5x portfolio increase in 1 month.
- Targeting $ 50 Million by the end of this year.
- 7 HNI paid customers using this product.
- Scalable & secured cloud-based IT implementation.
- $ 1 million portfolio.
- 10 active customers.
- Fully automated hands-free investment based on stock market-proven strategies.
- User risk profile-based execution.
- Support different types of investment accounts Corp/LLC/Investment/Join/Roth/IRA.
- Producing on an average of more than 2% per month with an annual profit of more than 24% to customers.
- Targeting $ 50 million in one year with huge potential to grow.
- Fully developed in-house.
- Algorithmic & user rules-based.
- No human involvement is required.
- 5x portfolio increase in 1 month.
- Targeting $ 50 Million by the end of this year.
- 7 HNI paid customers using this product.
- Scalable & secured cloud-based IT implementation.
- $ 1 million portfolio.
- 10 active customers.
- Fully automated hands-free investment based on stock market-proven strategies.
- User risk profile-based execution.
- Support different types of investment accounts Corp/LLC/Investment/Join/Roth/IRA.
- Producing on an average of more than 2% per month with an annual profit of more than 24% to customers.
- Targeting $ 50 million in one year with huge potential to grow.
Products & Services Overview
- This is a fully functional working platform. [not Idea or MVP]- USD 1.4 million portfolio.
- 19 subscribed accounts with an average account size of ~USD 70k.
- Fully automated hands-free investment based on stock market-proven strategies.
- Bring your own tickers model & user risk profile-based execution.
- Support different types of investment accounts Corp/LLC/Investment/Join/Roth/IRA.
- Producing on an average of between 2%-4% per month with an annual profit of more than 24%+ to existing customers.
- Revenue is being generated & 100% customer with zero churns.
- Average customer lifetime value of 990+
Assets Overview
* Fully functional working cloud platform.* 10 happy HNI customers.
* Ongoing patent & complaince certification.
* Web-based app developed in react JS, fully automated.
* Domain, logo & other marketing materials.
Facilities Overview
Team of two onshore[California] & two outsourced to offshore[India]
Capitalization Overview
The company is bootstrapped & there are no loans or liabilities as of now.We are considering Seed funding from customers as they are happy with the platform & expressed interest to invest.
We are looking for some capital to hire, stabilize operations, and communications & scale to $50 million.
Recent Activity
-
Earlier than 15 daysBusiness Analyst, Kiev, M&A Advisor connected with the Business
-
Earlier than 15 daysDirector, Software Consulting And Services, Irvine, Corporate Investor / Buyer connected with the Business
-
Earlier than 15 daysCEO, IT Services, Los Angeles, Individual Investor / Buyer connected with the Business
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