Kapitalwise - Revision history

95.149.241.133 at 05:24, 20 August 2022

2022-08-20T05:24:26Z

← Older revision		Revision as of 06:24, 20 August 2022
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	[[Category:Thesis]]		[[Category:Thesis]]
	[[Category:Equities]]		[[Category:Equities]]

			__INDEX__

>Louis at 18:53, 22 July 2022

2022-07-22T18:53:03Z

← Older revision		Revision as of 19:53, 22 July 2022
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	Development		Development
			[[Category:Thesis]]
			[[Category:Equities]]

>Louis at 11:03, 13 July 2022

2022-07-13T11:03:49Z

← Older revision		Revision as of 12:03, 13 July 2022
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	== Leadership ==		== Leadership ==
			'''Diversified team with the right mix of technology, strategy, and operations backgrounds'''

	~~== Diversified team with the right mix ==~~		[[File:A176f30094adc92cff0a3a92f289977beae6b2d6.png]]

	~~=== of technology, strategy, and operations backgrounds ===~~

	== Kapitalwise Team ==		== Kapitalwise Team ==

>Louis at 10:58, 13 July 2022

2022-07-13T10:58:53Z

← Older revision		Revision as of 11:58, 13 July 2022
Line 86:		Line 86:
	== Customers ==		== Customers ==

	== Serving an expanding roster of financial institutions ==		=== Serving an expanding roster of financial institutions ===

	* Live Customers: ~~Mid~~-market financial institutions, including regional banks, wealth management firms, and global Tier-1 banks.		==== Live Customers: ====
	* Pipeline: A total pipeline worth more than $10M in potential contract revenue.		Mid-market financial institutions, including regional banks, wealth management firms, and global Tier-1 banks.

	~~Partners~~		==== Pipeline: ====
			A total pipeline worth more than $10M in potential contract revenue.

			=== Partners ===
	Our proud partners work with us to make banking more accessible and innovate new ways to improve customers' financial life.		Our proud partners work with us to make banking more accessible and innovate new ways to improve customers' financial life.

			[[File:16115106cd8b54b9cb6afdced88f6ed440858d.png]]

	=== Appreciation from our customers ===		=== Appreciation from our customers ===
			[[File:Cbd320da75f858e990820150aff2503621fa06bb.png]]

	== Business model ==		== Business model ==
			'''Average subscriptions starting at $750/month With additional monetized features and content options'''

	~~== Average subscriptions starting at $750/month ==~~

	~~=== With additional monetized features and content options ===~~
	Kapitalwise is pursuing a B2B model for our distribution. Our monthly subscription pricing is based on the number of customer accounts managed on the Kapitalwise platform, starting at $750/month. In addition to the base platform, we offer additional features and content purchase options.		Kapitalwise is pursuing a B2B model for our distribution. Our monthly subscription pricing is based on the number of customer accounts managed on the Kapitalwise platform, starting at $750/month. In addition to the base platform, we offer additional features and content purchase options.

	Our enterprise plans include features that require custom data integration. We charge an installation fee for onsite installations which range from $150K to $300K.		Our enterprise plans include features that require custom data integration. We charge an installation fee for onsite installations which range from $150K to $300K.

	''* Click here for important information regarding Financial Projections'' ''which are not guaranteed.''		[[File:13612023dcd887c75a427972c6ccc7e1a4b5fd22.png]]

			''* [https://republic.com/help/forward-looking-financial-projections-disclaimer-bda22d32-4ea8-4f51-8920-2d89729e29c8 Click here for important information regarding Financial Projections]'' ''which are not guaranteed.''

	== Market ==		== Market ==

	== The $1.5T finance and insurance industries are ripe for disruption ==		== The $1.5T finance and insurance industries are ripe for disruption ==
	The FinTech industry is already a major contributor to the global financial sector. The $58B global CRM market will reach $129B by 2028.		The FinTech industry is already a major contributor to the global financial sector. The $58B global CRM market '''will reach $129B by 2028.'''

	* 16% Two of the faster-growing categories of CRM are expected to be engagement automation and customer service, with 15.86% and 14.37% CAGR.		'''16%''' Two of the faster-growing categories of CRM are expected to be engagement automation and customer service, with 15.86% and 14.37% CAGR.

	* 10% The top four industries for CRM software use are services (32%), information technology (13%), manufacturing (13%), and finance (10%).		'''10%''' The top four industries for CRM software use are services (32%), information technology (13%), manufacturing (13%), and finance (10%).

	=== Market opportunity ===		=== Market opportunity ===
			'''Serviceable Market: 90K Financial Institutions'''

	* Serviceable Market: ~~90K~~ Financial Institutions		'''Obtainable Market: 9K Financial Institutions'''
	* Obtainable Market: ~~9K Financial Institutions~~
			[[File:8708adb192620f59d73b14a3d89136afa61a61ed.png]]

	Credit Unions and Banks are hyper-aware of the trend and how important these tech solutions have become to their businesses: 60% of credit unions and 49% of banks say they believe that a partnership with a FinTech firm is important.		Credit Unions and Banks are hyper-aware of the trend and how important these tech solutions have become to their businesses: 60% of credit unions and 49% of banks say they believe that a partnership with a FinTech firm is important.
Line 126:		Line 133:
	== Competition ==		== Competition ==

	== Financial CRM landscape ==		=== Financial CRM landscape ===
			[[File:515742ce6a11988c32efc364728594144cee6bf.png]]

	== Vision ==		== Vision ==

	== Use of funds ==		=== Use of funds ===

	* Expanding Sales & Marketing Roles: VP of Marketing, two SRDs.		==== Expanding Sales & Marketing Roles: ====
	* Product and Engineering Extending the current engineering team from 10 to 15. Hiring the VP of engineering and Chief Product Officer.		VP of Marketing, two SRDs.
	* Additional features Adding embedded fintech (Card Issuing and Lending) to the current App Marketplace.
			==== Product and Engineering ====
			Extending the current engineering team from 10 to 15. Hiring the VP of engineering and Chief Product Officer.

			==== Additional features ====
			Adding embedded fintech (Card Issuing and Lending) to the current App Marketplace.

	== Investors ==		== Investors ==

	== Backed by leading VC firms and accelerators ==		=== Backed by leading VC firms and accelerators ===
	Kapitalwise has raised nearly $1M from top VC firms in the banking and fintech industry. We have been part of prestigious startup accelerators like Barclays TechStars, PlugandPlay, VentureCetner, and Fintech Innovation Lab.		'''Kapitalwise has raised nearly $1M''' from top VC firms in the banking and fintech industry. We have been part of prestigious startup accelerators like Barclays TechStars, PlugandPlay, VentureCetner, and Fintech Innovation Lab.

			[[File:De180e9a505d512f38b9d9ceea11adbbb48c8569.png]]

	== Leadership ==		== Leadership ==

>Louis at 10:54, 13 July 2022

2022-07-13T10:54:05Z

← Older revision		Revision as of 11:54, 13 July 2022
Line 14:		Line 14:
	== Problem ==		== Problem ==

	== Financial institutions lack personalized customer engagement ==		=== Financial institutions lack personalized customer engagement ===
			'''8 in 10 consumers would switch financial institutions for a better experience.'''

	~~=== 8 in 10 consumers would switch financial institutions for a better experience. ===~~
	As Millennials and Generation Z come of age, they’re expecting a seamless user experience on par with all other technology they are used to. For financial institutions to truly keep up with the modern-day customer, they need to customize and personalize their customer experience – empowering the individuals to feel in charge of their finances.		As Millennials and Generation Z come of age, they’re expecting a seamless user experience on par with all other technology they are used to. For financial institutions to truly keep up with the modern-day customer, they need to customize and personalize their customer experience – empowering the individuals to feel in charge of their finances.

	=== Modern financial institutions have lean sales and marketing teams that need a customer engagement tool built on AI and data flow. For them... ===		=== Modern financial institutions have lean sales and marketing teams that need a customer engagement tool built on AI and data flow. For them... ===

	* Leveraging data and insights are often squandered Financial institutions' sales and marketing teams often don't have the tools and resources to leverage internal data for customer engagement.		==== Leveraging data and insights are often squandered ====
	* Sourcing the right content ~~Sourcing~~ engagement content and screening it for compliance is challenging and time-consuming.		Financial institutions' sales and marketing teams often don't have the tools and resources to leverage internal data for customer engagement.
	* Engineering cost Building, testing, and analyzing AI models and customer engagement scenarios are expensive.
			==== Sourcing the right content ====
			engagement content and screening it for compliance is challenging and time-consuming.

			==== Engineering cost ====
			Building, testing, and analyzing AI models and customer engagement scenarios are expensive.

	== Solution ==		== Solution ==

	== A no-code customer engagement platform built on data and AI ==		=== A no-code customer engagement platform built on data and AI ===
	KapitalWise has built a platform that aims to help financial institutions' relationship managers and marketing teams elevate their work with new, relevant insights into their client’s financial life, and better help customers achieve their financial goals.		KapitalWise has built a platform that aims to help financial institutions' relationship managers and marketing teams elevate their work with new, relevant insights into their client’s financial life, and better help customers achieve their financial goals.

	* Moments of truth Data-driven approach to identify the moments of truth to engage with customers.		==== Moments of truth ====
	* Engagement content Customized and ready-to-use marketing content and customer-facing apps developed by experts.		Data-driven approach to identify the moments of truth to engage with customers.
	* Engagement builder Build, pilot, and deploy new customer experiences without IT support.
			==== Engagement content ====
			Customized and ready-to-use marketing content and customer-facing apps developed by experts.

			==== Engagement builder ====
			Build, pilot, and deploy new customer experiences without IT support.

			[[File:8cb346629e4182fc1c2bce7982e3b60c16865ebd.png]]

	== Product ==		== Product ==

	== Kapitalwise: no-code customer engagement ==		=== Kapitalwise: no-code customer engagement ===
	Kapitalwise has created a way to extract behavioral insights from financial information on a massive scale. We believe that with the insights we can provide, financial institutions will be able to create the customer experience that everyone wants.		Kapitalwise has created a way to extract behavioral insights from financial information on a massive scale. We believe that with the insights we can provide, financial institutions will be able to create the customer experience that everyone wants.

	* Signalwise Data aggregation and AI to detect "Moments of Truth" and predict "Next Best Action" to engage customers.		[[File:E56f029cb1540640e3644d8a664f13c4f888d384.png]]
	* Contentwise Apps, tools, and financial education content with pre-built engagement automation templates.

	* Marketingwise Email, SMS, Web Analytics, and Social Media marketing automation.		==== Signalwise ====
	* Saleswise Lead management tools built to close more deals. Manage pipeline, tasks, notes, and meetings.		Data aggregation and AI to detect "Moments of Truth" and predict "Next Best Action" to engage customers.

			==== Contentwise ====
			Apps, tools, and financial education content with pre-built engagement automation templates.

			==== Marketingwise ====
			Email, SMS, Web Analytics, and Social Media marketing automation.

			==== Saleswise ====
			Lead management tools built to close more deals. Manage pipeline, tasks, notes, and meetings.

			[[File:1c89cd84cf6582e1f67c80120cb4919006083f66.png]]

	== Traction ==		== Traction ==

	== 300% increase in managed customer accounts ==		=== 300% increase in managed customer accounts ===

	=== From Q4 '21 to Q1 '22 ===		==== From Q4 '21 to Q1 '22 ====
	Kapitalwise has graduated from the Barclays Techstars and Fintech Innovation Lab and received over $950K investments from investors and accelerators, including Techstars, Breega Capital, and the Independent Community Bankers of America (ICBA). We have dozens of customers using our platform ranging from global Tier-1 banks to B2C fintechs. We also have paid evaluation contracts signed with large Tier-1 banks like Bank of America and Barclays South Africa (ABSA).		Kapitalwise has graduated from the Barclays Techstars and Fintech Innovation Lab and received over $950K investments from investors and accelerators, including Techstars, Breega Capital, and the Independent Community Bankers of America (ICBA). We have dozens of customers using our platform ranging from global Tier-1 banks to B2C fintechs. We also have paid evaluation contracts signed with large Tier-1 banks like Bank of America and Barclays South Africa (ABSA).

	Booked ARR: $120K		==== Booked ARR: $120K ====
			[[File:C605088843959a23f45f70b473c6bae6d7a4215.png]]

			[[File:Db8cad3c5b00a7eacbea870e21c53d790992bd10.png]]

	=== Financial Projections* ===		=== Financial Projections* ===
	''* Click here for important information regarding Financial Projections'' ''which are not guaranteed.''		[[File:1107c4c29f1ec89e69be0434ad61955f524acd2e.png]]

			''* [https://republic.com/help/forward-looking-financial-projections-disclaimer-bda22d32-4ea8-4f51-8920-2d89729e29c8 Click here for important information regarding Financial Projections]'' ''which are not guaranteed.''

	== Customers ==		== Customers ==

>Louis: Created page with "'''AI-based customer experience automation platform for financial institutions''' thumb == Summary == * Backed by Barclays Techstars and Independent Community Banking Association * Financial institution customers with AUM ranging from $100M to $2.5T * $130B market opportunity with a projected $25B for AI in Finance by 2025 * Backed by VC firms such as Breega Capital and HoltExchange * Resale and innovation partnership with Finastra, IBM, Ac..."

2022-07-13T10:46:06Z

Created page with "'''AI-based customer experience automation platform for financial institutions''' thumb == Summary == * Backed by Barclays Techstars and Independent Community Banking Association * Financial institution customers with AUM ranging from $100M to $2.5T * $130B market opportunity with a projected $25B for AI in Finance by 2025 * Backed by VC firms such as Breega Capital and HoltExchange * Resale and innovation partnership with Finastra, IBM, Ac..."

New page

'''AI-based customer experience automation platform for financial institutions'''
[[File:Kapitalwiselogo.png|thumb]]

== Summary ==

* Backed by Barclays Techstars and Independent Community Banking Association
* Financial institution customers with AUM ranging from $100M to $2.5T
* $130B market opportunity with a projected $25B for AI in Finance by 2025
* Backed by VC firms such as Breega Capital and HoltExchange
* Resale and innovation partnership with Finastra, IBM, Accenture-FIL
* Advised by former CEO Banamex USA (Citigroup) Rebecca Macieira-Kaufmann
* Diversified team with fintech, banking, and wealth management background

== Problem ==

== Financial institutions lack personalized customer engagement ==

=== 8 in 10 consumers would switch financial institutions for a better experience. ===
As Millennials and Generation Z come of age, they’re expecting a seamless user experience on par with all other technology they are used to. For financial institutions to truly keep up with the modern-day customer, they need to customize and personalize their customer experience – empowering the individuals to feel in charge of their finances.

=== Modern financial institutions have lean sales and marketing teams that need a customer engagement tool built on AI and data flow. For them... ===

* Leveraging data and insights are often squandered Financial institutions' sales and marketing teams often don't have the tools and resources to leverage internal data for customer engagement.
* Sourcing the right content Sourcing engagement content and screening it for compliance is challenging and time-consuming.
* Engineering cost Building, testing, and analyzing AI models and customer engagement scenarios are expensive.

== Solution ==

== A no-code customer engagement platform built on data and AI ==
KapitalWise has built a platform that aims to help financial institutions' relationship managers and marketing teams elevate their work with new, relevant insights into their client’s financial life, and better help customers achieve their financial goals.

* Moments of truth Data-driven approach to identify the moments of truth to engage with customers.
* Engagement content Customized and ready-to-use marketing content and customer-facing apps developed by experts.
* Engagement builder Build, pilot, and deploy new customer experiences without IT support.

== Product ==

== Kapitalwise: no-code customer engagement ==
Kapitalwise has created a way to extract behavioral insights from financial information on a massive scale. We believe that with the insights we can provide, financial institutions will be able to create the customer experience that everyone wants.

* Signalwise Data aggregation and AI to detect "Moments of Truth" and predict "Next Best Action" to engage customers.
* Contentwise Apps, tools, and financial education content with pre-built engagement automation templates.

* Marketingwise Email, SMS, Web Analytics, and Social Media marketing automation.
* Saleswise Lead management tools built to close more deals. Manage pipeline, tasks, notes, and meetings.

== Traction ==

== 300% increase in managed customer accounts ==

=== From Q4 '21 to Q1 '22 ===
Kapitalwise has graduated from the Barclays Techstars and Fintech Innovation Lab and received over $950K investments from investors and accelerators, including Techstars, Breega Capital, and the Independent Community Bankers of America (ICBA). We have dozens of customers using our platform ranging from global Tier-1 banks to B2C fintechs. We also have paid evaluation contracts signed with large Tier-1 banks like Bank of America and Barclays South Africa (ABSA).

Booked ARR: $120K

=== Financial Projections* ===
''* Click here for important information regarding Financial Projections'' ''which are not guaranteed.''

== Customers ==

== Serving an expanding roster of financial institutions ==

* Live Customers: Mid-market financial institutions, including regional banks, wealth management firms, and global Tier-1 banks.
* Pipeline: A total pipeline worth more than $10M in potential contract revenue.

Partners

Our proud partners work with us to make banking more accessible and innovate new ways to improve customers' financial life.

=== Appreciation from our customers ===

== Business model ==

== Average subscriptions starting at $750/month ==

=== With additional monetized features and content options ===
Kapitalwise is pursuing a B2B model for our distribution. Our monthly subscription pricing is based on the number of customer accounts managed on the Kapitalwise platform, starting at $750/month. In addition to the base platform, we offer additional features and content purchase options.

Our enterprise plans include features that require custom data integration. We charge an installation fee for onsite installations which range from $150K to $300K.

''* Click here for important information regarding Financial Projections'' ''which are not guaranteed.''

== Market ==

== The $1.5T finance and insurance industries are ripe for disruption ==
The FinTech industry is already a major contributor to the global financial sector. The $58B global CRM market will reach $129B by 2028.

* 16% Two of the faster-growing categories of CRM are expected to be engagement automation and customer service, with 15.86% and 14.37% CAGR.

* 10% The top four industries for CRM software use are services (32%), information technology (13%), manufacturing (13%), and finance (10%).

=== Market opportunity ===

* Serviceable Market: 90K Financial Institutions
* Obtainable Market: 9K Financial Institutions

Credit Unions and Banks are hyper-aware of the trend and how important these tech solutions have become to their businesses: 60% of credit unions and 49% of banks say they believe that a partnership with a FinTech firm is important.

== Competition ==

== Financial CRM landscape ==

== Vision ==

== Use of funds ==

* Expanding Sales & Marketing Roles: VP of Marketing, two SRDs.
* Product and Engineering Extending the current engineering team from 10 to 15. Hiring the VP of engineering and Chief Product Officer.
* Additional features Adding embedded fintech (Card Issuing and Lending) to the current App Marketplace.

== Investors ==

== Backed by leading VC firms and accelerators ==
Kapitalwise has raised nearly $1M from top VC firms in the banking and fintech industry. We have been part of prestigious startup accelerators like Barclays TechStars, PlugandPlay, VentureCetner, and Fintech Innovation Lab.

== Leadership ==

== Diversified team with the right mix ==

=== of technology, strategy, and operations backgrounds ===

== Kapitalwise Team ==
'''Sajil Koroth'''

CEO

'''Sean Parker'''

CRO/CSO

'''Paul Stamoulis'''

Chairman

'''Rebecca Macieira-Kaufmann'''

Advisor - former CEO Banamex USA (Citigroup)

'''Jesse Martinek'''

Director of Partnership

'''Manuel Morales PhD.'''

Scientific Advisor - Professor Montréal University

'''Engineering & Product'''

Development