1. JanuSolve
Digital Financial Services Opportunities

2. “Success is not final, failure is not fatal: it is the courage to continue that counts.”
Winston Churchill

3. Re-Imagining Investments Services for the Digital Age …
“Building wealth through trust, efficiency, agility and accomplishment”
Re-Imagining Investments Services for the Digital Age …
In a world of unprecedented technological and regulatory change and marketers within the finance industry are struggling to take advantage of the immense amounts of business intelligence available to them.
For investments services to remain competitive, it has become critical to gain deeper insight into customer trends to provide a superior customer experience.
Without this proximity and knowledge, organizations will run the risk of investing money in the wrong places or even worse, not delivering on customer expectations and losing them to competition.
This is putting pressure on organizations to stay ahead of the competition by investing in innovative technologies or create technology partnership that are capable of rapid generation of advanced insights.
With the accelerating momentum of the role of digital channels and social media within financial services, it has never been more crucial to engage customers, identify significant cross-selling opportunities and adapt at the rapid pace of change to remain relevant and competitive within the industry.
Today’s client expects a new kind of financial services experience. And that means a focus on new business outcomes— offerings designed from the client’s perspective that deliver more informed, more personalized, more transparent, and more collaborative service more quickly, efficiently and effectively.
…Acknowledging this reality is the first step to something new MC

4. “Building wealth through trust, efficiency, agility and accomplishment”
VENTURE FUND MANAGEMENT
CROWDFUNDING
REAL ESTATE FUND MANAGEMENT
INVESTMENT FUND MANAGEMENT
WEALTH MANAGEMENT
ONLINE BROKERAGE
MISSION
Building the strategies and vehicles to manage existing and future equity stakes
Generating transparent funding for investment projects
Generating transparent, stable and efficient RE funds to long term returns
Generating transparent, stable and efficient asset classes funds to long term returns
Generating transparent, stable and efficient portfolio to long term returns
State of the art digital trading and multi-asset trading ideas
MARKET EXPECTATION
Great potential for market growth
Friends & Family
Potential cross-selling from other business lines
Great potential for market share in Portugal and market growth abroad
BUSINESS KEY DRIVERS
Capital and fiscal efficiency structures
Project funding procurement
Digital channel
Fiscal efficiency (in Portugal, not anymore)
Portfolio management efficiency
Transparent and low total expense ratios
Automatic execution
State of the art trading platform
Trading ideas generation
CLIENT FOCUS
We recognize clients want thoughtful strategies delivered in a highly personalized fashion.
BUSINESS MODEL
Robust personal relationships with focus on digital technologies to deliver client’s expectation. Ability to execute quickly and efficiently on fast moving and ever changing information.
GLOBAL SOLUTIONS
Aggregated solutions for complex wealth portfolios. Specialized know how to develop solutions and tools within required field of expertise;

5. Financial Services Client Revenue Generation 3FRDS
Seed Capital
Digital Global Investments Project
The project is to setup an investments’ boutique which should be able to provide a number of digital financial services to a very specific and knowledgeable client base. It aims to be a trustful, efficient and digital enabled platform capable of providing clients with a full range of investment advise, services and vehicles to enhance the clients’ full wealth potential.
This platform must combine a number of skills and capabilities required by the most demanding financial services users in Europe, Asia and Africa: State- of-the-Art Online Trading Platform; Top Level Wealth Management Advisory; and Private Equity and Capital Advisory managing company.
Promoter’s Partners and future Executive Directors have the required know how and the ability to attract a team of experts, from international and national backgrounds, enabling it to be a first class provider of financial services. They have the key skills and network to quickly be in a position to deliver the complete and client solutions and investment strategies.
Promoter’s Partners 2
Total Investment
EUR 7.5 mio
Investment in Equity
54%
Investment in Debt
46%
Debt Amortization
3 to 5 years
Investment IRR
15% - 20%
Client Revenue Generation
Origination
Education
Trade
Engagement
Quality Service
Trade
3FRDS
Three Funnels Replication Digital Services
Re-Marketing
Call to Action
Trade
Personalized and focalized investment creation.
Digital crowdfunding origination
Origination through Brokerage and PE & Capital Advisory.
Automatic execution based on digital platform.
Retail Online Brokerage.
State of the art and mature digital platform.
Digital media visibility.
Replication of the Portuguese experience to Spanish, UK and Asian markets
RCC

6. Expanding Your Solutions
JanuSolve
License nº12033-AMI