ALL-IN-ONE ASSET MANAGEMENT AND MONITORING SERVICE FOR RETAIL INVESTORS

Financial

advisory and investment services become more affordable

​

commissions and fees are being reduced every year

ETFs and other passive investment options gain popularity

​

8.5K+ available funds

New investment opportunities

​

2-3X investment activity increase for retail investors in the last 3 years

25 000+ Fintech Startups around the globe

​

with financial technology adoption rate at 64%

Investing and financial media gains popularity

​

people learn from youtube, influencers and specialized courses

22+�MILLIONS

high net worth individuals around the world

*with +7-8% annual growth rate

2

Context

😣 Not using the investment tracking services

No understanding of risks, liquidity, asset allocation, portfolio performance etc.

😣 Developing a custom tool (spreadsheet)

Lack of domain knowledge, lack of development experience, hard to maintain and scale

😣 Using a service that’s already been developed

High fees, limited access and features, bias towards partnering organizations

🧨 Security & Privacy

🧨 Interaction with fin. advisory

🧨 Time & Money (potential profits or real losses)

Lack of control

I can’t control my investments and

don’t see the whole picture

3

Ineffective wealth management and lack of control and visibility over personal finances.

4

Solution

• All assets in one place: cash, stocks, real estate, crypto, etc
• Understand cashflows and P&L statements with more precision
• Track your asset allocation
• View and analyze the building blocks of your wealth
• Define and follow your financial goals with portfolio forecasting

Dmytro Zhykin

​

8+ years in Software Engineering and Architecture

Engineering

Bohdan Simianyk

​

8+ years in Software Engineering and Architecture

Olesya Zhykina

​

8+ years in Software Quality Assurance

Roman Koshovskyi

​

5+ years in Business Analysis and Product Management

Product & Domain

Anna Holishevska

​

6+ years in UI/UX Design

Volodymyr Zeleniuk

​

4+ years in Software Engineering, UI

Viacheslav Kotsiuba

​

5+ years in Software Engineering

5

Meet our team

Affordable

Expensive

Needs coverage

(less)

Needs coverage

(more)

Spreadsheets

Assets Map

IntelInvest

Kubera

Personal Capital

Snowball Income

FIREkit

​

FIREkit advantages:

​

• Look & feel
• Forecasting capability
• Advanced analytics
• Cost-effective
• Fin. advisory support

​

Competitors

6

$ 210M

$ 125M

$ 1.1M

Retail investors in Europe

(6$ subscription, 35M investors)

5% will use FIREkit

Retail investors in the UK

(based on business model)

7

Market size

* https://euronerd.com/statistics/europe-investor-statistics/

$1.1M

12 500 of investors in the UK

(5M * 5% will use FIREkit * 5% will pay)

2 850 fin. advisory clients in the UK

(5 700 fin. advisory companies * 5 clients per each * 10% will use FIREkit)

$ 900 000

$ 200 000

B2C

B2B

Business model

8

(Q3 2023 - Q3 2024)

1000+

registered users

~200

operations per day

500+

active users

4.5 minutes

average engagement time

3 agreements

with financial advisors

Traction

9

15+

customer interviews conducted

For last 6 months

Stocks & ETFs

March 2023

​

Add ability to track stocks & ETFs in the application

Users subscription

July 2023

​

Add paid users subscription

Financial advisories

May 2023

​

Add functionality for financial advisories and paid subscription

UK market

Aug 2023

​

Expansion to the UK market

10

Roadmap

We would greatly appreciate any feedback you may have

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�FIREkit site�https://firekit.space�

Contacts

�Co-Founder�dmytro.zhykin@firekit.space�

�Co-Founder�roman.koshovskyi@firekit.space

​

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