The Robo Advisor for SPENDERS, SAVERS & INVESTORS

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1 The Robo Advisor for SPENDERS, SAVERS & INVESTORS

2 We are making wealth simple. People believe saving and investing is complicated and expensive. Bambu uses intelligent software to make wealth simple. 2

3 What we do Bambu is a B2B Robo-Advisor firm offering financial and non-financial firms the ability to integrate and benefit from the shift in digital wealth. Your Fintech solution partner for Robo-Advisory in Asia 3

4 By the numbers 350K USD Revenue to date 1 st Robo launched in Singapore 96 Prospects in pipeline 400K USD Funds raised so far 3 Wealth segments 3 Business & sales partners 4

5 Our Highlights BEST EARLY STAGE STARTUP 2017 SUPERCHARGER 2.0 Over 200 applications were submitted to Asia s biggest & best fintech conference & showcase. The 8 finalists were chosen from a pool of nearly 200 applicants from more than 30 countries Organizers Partners winner at Next Money Fintech Finals Accelerator program 5

6 First Robo launched in Singapore, powered by Bambu CONNECT by Crossbridge Capital went live on Nov 1st

7 The Competition Investing B2C B2B Saving 7 7

8 How Bambu is Different Our unfair advantages Powered by proprietary intelligent algorithms and Neural Networks Goal-based Investing creates valuable Data about investor s lives Strategic Partnerships with DriveWealth and Thomson Reuters 8

9 Meet our team Ned Phillips Founder and CEO Aki Ranin Co-founder and COO Pierre Valentin, CFA Head of Product Creation 18 years of experience in Fintech. Ex-Managing Director for E*TRADE s Asian operations. 15 years of experience in Technology and Business Management Ex-investment advisor with ANZ and ABN AMRO Private Bank Violy Purnamasari Business Manager Laura Pereira Marketing Manager Ben Oakley Adviser Luke Janssen Adviser Former auditor with Ernst & Young specialising in Financial Services Expert mix of marketing, public relations and journalism 16 years' experience in corporate law and investment banking. The founder of Tigerspike, world s leading digital product companies. 9

10 Meet our team (cont.) Madeline P Design Lead Alex Conrad Financial Analyst Intern Rohith Thatchan Financial Analyst Intern 12 years design experience from Xerox to GoSwiff UWCSEA graduate, studying Applied Math in Harvard University Robo enthusiast, University of Hong Kong Postgraduate Student Jerson John Senior Software Developer Hong Qi Yu Software Analyst Matius Hariman Software Developer Shabber Abbas Senior Software Developer Specialist Front End Web Developer with 10+ years experience A tech developer who built his own fund portfolio management Web designer who is always fascinated by technologies Banking system specialist with 13+ years diversified experience 10

11 Our End-to-End Services 11

12 Product Offerings Intelligent Advisor White-Label Robo Robo-In-A-Box PRIVATE RETAIL / AFFLUENT RETAIL For Private Banks, Wealth Managers For Banks, Asset Managers, Insurance Companies For Telcos, Fintech, ecommerce, IFA s 12

13 How Bambu helps your Customers LUMP SUM CASH RISK PROFILE MONTHLY DEPOSIT USER GOALS BAMBU ENGINE FINANCIAL PLAN YOUR CUSTOMER GENERATES REVIEWS OPTIMIZES APPROVES We use Neural Networks to optimize your Financial Plan.

14 Robo-In-A-Box Full-stack platform for any company looking to offer Robo-Advisory to clients One-click Financial Planner, Digital Onboarding, Account Health Checks and Admin Analytics Business Partner: - Leading B2B2C brokerage in the world with 400+ end customers Licensed to onboard clients in 140+ countries worldwide for U.S. listed investment products 14

15 White-Label Robo Full-stack Robo-Advisor integrated to your backend for custody & execution One-click Financial Planner, Digital Onboarding, Account Health Checks and Admin Analytics Extensions for Chatbot, KYC Automation, Aggregation Offered directly to clients as a white-label solution Direct from: - Our in-house Investment, Design and Integration teams will configure your Robo 15

16 How Bambu helps Relationship Managers UNSTRUCTURED PORTFOLIOS STRUCTURED HOUSE VIEW BAMBU ENGINE RELATIONSHIP MANAGER TRADE IDEAS GENERATES REVIEWS PRIORITIZES EXECUTES We empower Relationship Managers with Big Data.

17 Intelligent Advisor Empowering your Relationship Managers with Big Data Offers a unified view of the Market and House View Business Partner: Market leader in news, data and information for professional and financial markets Recommends relevant Investment Ideas for Client Portfolios 17

18 Our Robo Methodology Goal / Risk Assessment Portfolio Allocation Asset Modeling Onboarding, KYC and AML Risk / Return Simulation Portfolio Rebalancing Account & Goal Funding Order Management Cash & Fee Management Reporting & Auditing Performance Monitoring Bambu provides a baseline framework adapted to your client needs 18

19 APPS WEB Whitelabel CLIENT UI Bambu Platform Whitelabel GOAL ENGINE SAVINGS ENGINE INTERACTIVE CHARTS MARKETING ANALYTICS CRM BEHAVIOR ANALYTICS PRODUCTS MARKETING AUTOMATION ACCOUNTS REBALANCE ADVISOR UI REST API INTELLIGENT NOTIFICATIONS CONSOLE EXECUTION ACCOUNTS PRICING 19 EXECUTION BATCH/REST/FIX API

20 Bambu is evolving Digital Wealth B2B2C Market ecommerce Exchange Artificial Intelligence The next frontier of Digital Finance is in non-financial B2C brands that can unlock the unbanked populations of Asia Bambu has created an ecommerce Exchange concept to connect Bambu users goals to sellers of those goods or services, offered as an API Bambu is collaborating with Professor Bill Phillips on using Neural Networks and Deep Learning to optimize investment strategies 20

21 Finance isn t changing. It has changed Contact details: Ned Phillips, Founder & CEO Mobile: ned@bambu.life 21