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Test This is a test A One Stop Shop For Financial Services

Pitch Deck | Elite Financial LLC

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Page 1: Pitch Deck | Elite Financial LLC

TestThis is a test

A One Stop Shop For Financial Services

Page 2: Pitch Deck | Elite Financial LLC

We are disrupting the industry, Going against the status quo. Building a family not a quota for

clients. Long term relationships with short term investments. We are reinventing the way

investing is perceived. We aim to obliterate the myth that high yield returns are

reserved exclusively for the 1%. We plan to educate and build wealth. Together we can build a legacy worth remembering. At Elite

Financial, we aren’t just an on other investing firm, we are reinventing the way investing

is perceived.

Vision

Page 3: Pitch Deck | Elite Financial LLC

Market Size

$670 Million

Spent on education in finance

$51.1 Trillion

In assets under management within the U.S.

$15.97 Trillion

Held within banking institutions and rose 7.9% in 2015

$486 Billion

Allocated to start ups in private equity

in 2015.

$59.1 Billion

Spent on VC in 2015

Page 4: Pitch Deck | Elite Financial LLC

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What We Do

Page 5: Pitch Deck | Elite Financial LLC

Problem

Banking

Education

Assets Management

Real Estate

Angel Investing-Too many fees -High loans %

-Wrong info, -Purposely hidden, or -Too expensive

-Need to be accredited, or -Small returns -Big Fees

-No info on deal flow -No experience -Need Lots of doe

-No info on deal flow -No experience -Need Lots of doe

Page 6: Pitch Deck | Elite Financial LLC

SolutionsBanking

We will be offering an ethical competitive solution

to current banking institutions.

Real Estate JOBs act allows the “little”

wo/man but into multi-million dollar real estate deals.

Education Never pay a penny for any of our edu content & sleep

easy knowing the info is accurate.

Angel Investing make investing in start up easy. Let us walk you through your deals

Asset Managements Not interested in investing? No problem. Put your Money w/ us set & forget.

AppsApps to view all the platforms.

Page 7: Pitch Deck | Elite Financial LLC

Our Take Ona “Hedge Fund”

We use a MAM system with a promising track record to accept non-accredited

and accorded investors alike to take advantage of our 1,200% +

annual returns.

Page 8: Pitch Deck | Elite Financial LLC

Revenue ModelPerformance

Startup

Commissions

- 50% Performance | 0% monthly

- 40% Performance | 5% monthly

We have a startup “contribution” fee of 2%

Broker kick backs from trades.

PHASE 1

Page 9: Pitch Deck | Elite Financial LLC

Our Flagship App

PHASE 1 Mint Meets slack. Social budgeting.

PHASE 2 Group pooling with gasification. Offer hyper targeted promo content to keep accountability within group and compliment in budget. introduce peer-to-peer transaction with block chain (international too free charge)

PHASE 3 Micro investing implementation with monitoring of account (similar to accorns) in the EFS fund.

Page 10: Pitch Deck | Elite Financial LLC

Revenue Model

Block Chain Sponsorship- Pull margin on P-P

transactions. - License software to B2B

Micro-InvestingSell API to allow companies to hyper target clients with group pooling. by 2018.

Pull Money into the hedge fund with micro investing

15% Margin

$27 Million

$4.1 Million

PHASE 2

Page 11: Pitch Deck | Elite Financial LLC

Startup Investing

Monitor Deal Flow Invest Smart• Slack and craigslist meets angel list,

seed invest and equity net. • Find solid deal and track them as they

grow and achieve mile stones.

• Contextualize industry start up geographically and by concentration of startups

• Look at prize of private companies valuation before committing in real time

Facilitate Start up success with live events and cowriting spaces. ETC

Startup Culture

Page 12: Pitch Deck | Elite Financial LLC

Revenue Model

User Paid TotalSyndicate FeeFor Q4 of 2017 goalOf all funds raised.

$100MM in funds

$20 dollars

5% Raised

$5.5 Million

PHASE 3

Per month from Angels/CVs for dashboard access x 25,000 users July

Page 13: Pitch Deck | Elite Financial LLC

Real Estate Investing

We crowd invest using JOBs act to buy out med-large income producing properties meeting our strict parameters before making a purchase. No longer do you need millions to own prime RE just good

guidance and a couple hundred bucks.

Page 14: Pitch Deck | Elite Financial LLC

Revenue Model

Appreciation TotalIncomeProjected for 2018 Q4 in value

Portfolio CAP Rate (Annual net profit after expenses) of 12%.

12% CAP Rate

5% Appreciation

$120 Million

PHASE 4

Our portfolio grows at an avg of 5% annually with impressive 7-15 year exits for investors.

Page 15: Pitch Deck | Elite Financial LLC

Banking Done Right

We want to change that paradigm of banks limiting

hidden fees for a full transparent experience.

Checking

Credit & Debit Cards Financial Advising

LoansHacking feesCPA & taxes

HR Services

We also include law services for RE, trusts, wills, and

business.

Buying an under performing bank will close our full

FinService suite offering services pennies on the

dollar.

Page 16: Pitch Deck | Elite Financial LLC

Revenue Model

Capture Market SponsorshipLoansSell API to allow companies to hyper target clients with group pooling. by 2018.

Banks typically capture 10% of base checking value through issuance of loans

64% Target M

10% Base Value

$10 Million

PHASE 5

We plan to capture 64% of all our users across all PHASES with free checking acts.

Page 17: Pitch Deck | Elite Financial LLC

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Competition

Page 18: Pitch Deck | Elite Financial LLC

Expe

nsiv

eInexpensive

Great Performance

Poor Performance

Page 19: Pitch Deck | Elite Financial LLC

Competitive Advantage

Track Record Dream Team Convenience

Price PointDeal Flow Education

Proven track record for success. Key players in their industry One-stop shop for finServices

Never over pay for our servicesBeautifully display potential & current deals.

Don’t pay a penny for our kick ass education

Page 20: Pitch Deck | Elite Financial LLC

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Traction

Page 21: Pitch Deck | Elite Financial LLC

Team

Page 22: Pitch Deck | Elite Financial LLC
Page 23: Pitch Deck | Elite Financial LLC