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About Us (Valerie & Azlan) Valerie Law was intrigued by how various business models create value for their customers and make money for their shareholders.

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Presentation on theme: "About Us (Valerie & Azlan) Valerie Law was intrigued by how various business models create value for their customers and make money for their shareholders."— Presentation transcript:

1 About Us (Valerie & Azlan) Valerie Law was intrigued by how various business models create value for their customers and make money for their shareholders. Some revenue models are hosts, while others are guests. Some business models make no profit, while others are highly profitable. One of her earlier teachers in investments (Curtis Montgomery) taught her to count cranes, drink up wine, and test Osim chairs. While working at this investor education firm, she got to know Azlan, the in-house IT specialist. Their passion for investment education was born. Azlan’s fascination with …. One day not too far from then, their paths crossed again. They decided to team up to form valuation volt: a community to learn about investment valuation, uncover our gifts, and make money together. Here, your talent for stock picks or market calls can be uncovered. Your investment views can be freed from conflicts of interest, big egos, and other political taints…

2 Profile page of analyst (1) Find analyst/ reportcommunity, dashboard, notifications, inbox, shopping cart, username (word, icon, icon, icon, icon, word) SELL YOUR MODELS Upload your models or charts. Interested parties has to pay in order to download it in (locked) Excel format. Buyers do not have the right to re-sell your work JOIN OUR GOBAL VILLAGE Grid of experts (can use the front landing page OF equity + FX + data experts) One Box shows, what’s your expertise [upload a valuation call now] 1. Upload a Valuation Report with or without chart using our template HOW IT WORKS 3. Get paid when you have followers 2. Wait for the markets to validate your call (how can we track)

3 Buyer Stories (have boxes for photos & testimonials like Fiverr) Profile page of analyst (2) FAQ (with drop down answers) What expertise can I sell? > At this moment, you can offer your expertise with these instruments: (1) FX (2) equities (3) ETF How much money can I make? > It depends on how many models you can build or how good your calls are. How much does it cost? > It’s free to join VV. There is no subscription fee to list your services. You keep 85% of each transaction. (VV takes 20%, and charges $0.50 to buyer) How much time will I need to invest? >It is up to you. Perhaps you can study the community and decide on areas of expertise you wish to offer to the world. How do I price my expertise? > With VV, you get paid via subscribers (followers) or build financial models requested by buyers. How do I get paid? > Once you have 10 followers, 20% of the subscription fees will be transferred to you. It is that easy ! > When your followers crosses 100, 30% of the subscription fees. > For all payments including model building, you just need to wait 60 - 90 days for a check. [Get Started] (links to profile pg) Footer: Put the same as front page ? Others: Directory, Press, Partnerships, Jobs, Legal, Privacy, Forum, Academy, Blog, Store, Affiliates, Best of xxx, Help Stand out click/ button: Earn a free subscription by referring your friends.

4 My Profile Page! (seller profile page) Photo Expertise: FX/ Equity/Credit/ Others Linked Accounts : [Facebook], Google +, Stack Overflow, LinkedIn Other Skills[fill up] Education[Fill in here] Certification[CFA, CMT, CAIA etc] Model / Portfolio [Upload an excel or PDF file, we will help secure it] Description[Tell us about about your expertise, hobbies, or anything else] [ description must be between 150 to 300 characters] [continue & create first report]

5 Upload a valuation Report (FX) Fields: 1) Instrument: FX/ Equity/ Credit (If FX, then template 1) Template 1: 1) Instrument: FX 2) Pair: EUR/USD 3) Target Price: 1.45 4) Return: -7% 5) Duration: 3 months 6) Methodology: TA, FA, Hybrid 7) Upload your model: PDF, Excel, Chartpack (jpeg, png < 3MB) (excel file will be converted to PDF): (Report will not appear t publish if don’t upload anything) 8) Tags: Brexit, resistance level, fibonnaci (limit to 5 tags) 9) 3 bullet points on the call (140 words per line) 10) Disclosure: I have a position in this call (hide/ unhide?)

6 Upload a valuation Report (Equity) Fields: 1) Instrument: Equity 2) Equity name: Valeant 3) Target Price: 4) Upside/ Downside: 5) Duration: 18 months 6) Methodology: TA, FA, Model 7) Upload your model in meta-chart, PDF, or excel (excel file will be converted to PDF) 8) Tags: Obama care, healthcare, debt, M&A (limit to 5 tags) 9) 3 bullet points on the call (140 words per line)

7 Upload a valuation call (Credit) Fields: 1) Instrument: Credit 2) Credit name: 3) Target Price: 4) Upside/ Downside: 5) Duration: 12 months 6) Methodology: TA, FA, Model 7) Upload your model in meta-chart, PDF, or excel (excel file will be converted to PDF) 8) Tags: Obama care, healthcare, debt, M&A (limit to 5 tags) 9) 3 bullet points on the call (140 words per line)

8 Upload a model or Chart-pack A model can be defined as anything that shows the workings of how a valuation call is derived. A Chart-pack is a collation of charts (minimum of 3 different charts) which supports a story, using technical analysis tools to show. Add new model (correct spelling) >This page should be linked to the Upload a report page And also have a separate link to > Sell a Report (with payment gateway)

9 Brainstorm: Sell PDF/ sell locked excel/ unlocked Powered by Valuation Volt Legal protection Design

10 EUR/USD fibonnacci WP Bouncer (allows only one login)


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