Ex-Morgan Stanley exec’s startup used this pitch deck to bag $2m in its seed round

ABOUT

Zoe Financial is a wealth management platform that curates a network of independent fiduciary, commission-free financial advisors, and financial planners without any intermediaries.

The platform connects users with a specific financial advisor, who can provide services including budgeting, taxation, estate planning, investments, and retirement risk management.

The US-based startup was founded by former Morgan Stanley employee Andres Garcia-Amaya, who also went on to work at JP Morgan Asset Management at various executive director roles.

In February, the company announced a partnership with Buckingham Strategic Wealth, which has over US$22 billion in client assets and about 10,000 clients.

Zoe Financial used this deck to obtain its seed funding round from Chris Jones, the former co-head of active equities at Blackrock, among others.

Fundraising journey

• 2018: US$2 million in seed funding led by Chris Jones, the former co-head of active equities at Blackrock, with participation from the Global CEO of JP Morgan and Robert Deutsch, chairman of the JP Morgan ETF board
• 2019: US$3million in second seed round from Third Stream Partners, Stephanie DiMarco, founder of Advent Technologies, Brian Finn, former president of Credit Suisse First Boston, Chris Jones, former co-head of active equities at Blackrock, and current JP Morgan Asset Management’s CEO, George Gatch

How is the deck compelling?

• The pitch deck starts by elaborating on the problems in financial planning, and provides a solution through the product it offers.
• The deck gives people an introduction to the company before moving to the funding details.
• It also shared details of its market size, competition in the field, its business model, milestones, and its roadmap into the future.

SOURCE

Deck: TopPitchDeck