Summary:
AI-powered investing & Financial Education company - Offering 20.5% dividends (1.7% per month)
Pitch deck and video explainer: https://bit.ly/4fOaYn7
Schedule a call to chat: https://bit.ly/4g8wNxk
General Information
- Company Name: Investing Accelerator (Eric Seto Research Ltd)
- Founded: 2021
- Headquarters: Hong Kong and Vancovuer
- Industry/Vertical: Fintech, AI, Financial Education
- Representative: Eric Seto (Founder, CPA, CIM), Michael Leung (Chartered Investment Manager)
2. Introduction
Investing Accelerator is a financial education platform designed to help professionals without a financial background achieve financial independence through advanced investment strategies. Founded by Eric Seto, the company focuses on empowering individuals to manage their own portfolios and achieve long-term financial security. With over 500 students and a strong track record of delivering high returns, the company is positioned for growth, aiming to expand into portfolio management services in the near future.
3. Overview
Investing Accelerator taps into a growing market where millions of Americans worry about their financial futures. According to data, 79% of Americans fear they won't be able to retire comfortably, leading to increased demand for financial education. With a focus on advanced investing strategies, the company caters to professionals who want to actively manage their portfolios.
- Market Size:
- 80 million Americans aged 45-65
- 48 million Americans worry about not being able to retire
- 14 million self-directed brokerage accounts.
4. Competitive Advantage
Investing Accelerator differentiates itself through:
- Advanced Data-Driven Investment Strategies: Focuses on complex options and AI-powered strategies, surpassing competitors like Online Trading Academy.
- Strong Community Engagement: Students are encouraged to follow founder Eric Seto's trades, fostering trust and engagement.
- Accessibility: Unlike large institutions like Citadel, the company offers services to regular investors, democratizing access to sophisticated investing tools.
5. Business Model
Investing Accelerator operates on a profitable funnel driven by digital advertising:
- Educational Program: Price per student has increased steadily from $2,500 in 2018 to $6,000 in 2023.
- Ad Spend Efficiency: Every $1 invested in ads returns $1.5 in revenue, with a scalable model doubling revenue with doubled ad spend.
Revenue Model:
- 2024 Revenue: $330K
- Projected Expansion: $2.5M cumulative revenue, with plans to offer AI-powered portfolio management services by 2025.
- Annualized revenue: $300K annualized revenue in August to $850K annualized revenue in November with target annualized revenue $1 million in early 2025 and target annualized revenue $2 million in late 2025.
6. Partnerships & Clients
No significant partnerships are noted at this time, although the company has a client base of over 50,000 email subscribers, ready for portfolio management services.
7. Financial Status
- Current Financials:
- Cumulative revenue: $2.5M
- Revenue (Mar 2024 fiscal): $330K
- EBITDA (Mar 2024 fiscal): $67K.
- Fundraising: The company is raising $50M through a private placement of Preferred Shares B, offering 20.5% annual dividends (monthly distribution).
8. Management and Team
- Eric Seto: CPA, CIM, with a background in auditing and M&A advisory. Previously an accounting lecturer and data science leader at KPMG.
- Michael Leung: Chartered Investment Manager, with experience in digital marketing.
9. Latest Updates
- The company raised $750K in angel funding in 2024 and used this to scale its ad spend, doubling revenue from August to September.
- Starting September 1, 2024, the company began using live capital with its AI-powered investing strategy, achieving a 40%+ return.
10. Near Term Catalysts
- Scaling Advertising: Further increases in ad spending are expected to lead to proportional revenue growth. Annualized revenue grew from $300K per year to $850K per year.
- AI-Powered Portfolio Management: The company plans to offer managed accounts in 2025, with a waitlist of clients eager to join.
- Hedge Fund: Plans to establish a hedge fund within two years, leveraging AI-powered strategies.
11. Investment Highlights
- Proven Revenue Growth: Historical success in doubling revenue with increased ad spend.
- Attractive Dividend Offering: 20.5% annual returns through preferred shares.
- Strong Market Demand: High demand for financial education and portfolio management among professionals nearing retirement.
- Scalable Model: Ready to further scale advertising efforts and launch portfolio management services.
Pitch deck and video explainer: https://bit.ly/4fOaYn7
Schedule a call to chat: https://bit.ly/4g8wNxk
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