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Transforming the Management of Tangible Wealth

Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

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Page 1: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Transforming the Management of Tangible Wealth

Page 2: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Trōv is the world’s leading software that enables the active

management of tangible wealth

We help our Members collect, secure, and actively manage all the

information about their properties and possessions.

Introduction

Page 3: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Trōv’s Core Propositions

3

Applications

Property

TrōvWorth

LookBook

Dashboard

Reports

Alerts

TrōVault

Data-connected “live”

Values updated

Content curated

Related info freshened

Policy

Technology

Process

Business Model

Trōv On-Site Services

Partner On-site Services

Member collection

Point of Sale

Retail

Manufacturer

Collect Secure Manage Discover

Page 4: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

A Personal Trōv is a secure digital repository

where the information about your personal

property is actively managed

Anatomy of a Trōv

TrōvWorth

_cumulative value of assets

_trends and indicators

_by asset class, location, genre...

(personal)

Tangible Asset details

_descriptions

_location

_acquisition data

_photos

_videos

_user manuals and instructions

_provenance

_ownership

_other relevant documentation

Values

_acquired

_current

_depreciated

TrōVault

_personal documents

_estate plans

_wills

_health directives

_mortgages and related

Page 5: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Applications Harness Data in the Trōv to Benefit Our Members

Tax & Estate

Planning Property

Management

Insurance

Preparednes

s

Legacy

Transfer

Philanthropy

Private

Transactions

Asset

Disposition

Wealth

Management

(personal)

Page 6: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Trōv’s Software is Transforming Tangible Asset Management

6

Benefits

Unprecedented control over information about personal property

Complete view of wealth - financial and non-financial

More accurate insurance-to-value and ease of claims

Simplifies estate, tax, and legacy planning

Simplifies and centralizes property management

• Unprecedented visibility into changing asset values

• Integration at point-of-sale, retailer, and manufacturer *

*features to be delivered in 2013-’14

Page 7: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Price

•$1,000 Annual Subscription

•$2,500 One-time Service Fee

Technology

•Properties – Up to two properties

•Members – Unlimited

•Floor Plan – Included

•Contents Valuation – Included

•Storage Capacity – Unlimited

•Software Updates – Included

•Customer Support – Included

Service

•1 Person 1 day onsite (typically 9-5pm)

•Collect data on client’s 100 most treasured assets

•Incorporate stated values from documentation or knowledge

Summer/Fall Rate Card 2012 - Trōv Première

Page 8: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Price

•$5,000 Annual Subscription

•$5,000 Per Day Onsite (one time service fee)

Technology

•Properties – Unlimited properties

•Members – Unlimited

•Floor Plan – Included

•Contents Valuation – Included

•Storage Capacity – Unlimited

•Software Updates – Included

•Customer Support – Included

Service

•2 People multiple days onsite (typically 9-5pm)

•Collect data on general contents and property in addition to most treasured assets

•Incorporate stated values from documentation or knowledge

Summer/Fall Rate Card 2012 - Trōv Première Plus

Page 9: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Trōv Software and Service is Available Today

*2013 releases

Process

On-site to document properties and valuables

Data is physically and technologically secured

Unique technology actively manages the data in Trov

Web and mobile applications enable new benefits

‘TrōvWorth’ change triggers alerts*

Privacy and Security

Trōv accesses your data only with your permission

All data encrypted at collection and storage

Trōv business not designed for advertisers

Rigorous processes support internal privacy

Page 10: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Trōv - Business at a Glance

Trōv is a software company that collects, secures, and actively manages the

information about individuals’ tangible assets.

Our immediate target audience is the 30M global ultra and high-net worth. Longer

term we will offer similar utility to the 368M global Mass Affluent.

Our revenue is derived from non-recurring data-collection and annually recurring

software license fees.

We are privately funded and capitalized to achieve our immediate goals.

Our team is comprised of seasoned, successful technology entrepreneurs and

accomplished software technologists.

Our aspiration is to globally popularize the personal Trōv as the “new normal” way to

manage information about all personal property.

We are applying technology to solve a key issue for our target

audience: how to effectively manage property and possessions.

We are reaching our target audience by providing significant benefits to Wealth

Managers, Property Insurers, Multi-Family Offices; these are our sales partners.

Page 11: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Management Team

Scott Walchek Chairman, CEO

Macromedia (Adobe), SWMC/(Disney), Inktomi (Yahoo), Baidu, DebtMarket (ICE)

Dr. Jim Gemmell Chief Technology Officer

Microsoft Chief Research - Advanced Search

•12 Engineers and Project Managers

Microsoft Bing, Google Security, Johns Hopkins...

Mark Dowds Exec Vice President, Business Development

Band of Coders, BrainPark

•4 Functional VPs throughout US Goldman Sachs, Asset Archives, Varda...

Page 12: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

Board of Directors

Scott Walchek Chairman, CEO

Dr. Gordon Bell Director

Microsoft Principle Researcher; VP Engineering Digital Equipment Co; Recipient: Presidential Award for Innovation

Dr. Anthony Melman Director

Founder, CEO, Acasta Capital; Former CEO, Chairman: Nevele Inc.; Managing Director, Onex Corp; Sr Vice President, CIBC

Bruce Whitley Director

SiliconEdge Law Group: Founder, General Partner

Page 13: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

> USD 1 million

USD 100,000 to 1million

USD 10,000 to 100,000

< USD 10,000

3,054 mn

(67.6%)

1,066 mn

(23.6%)

369 mn

(8.2%)

29.7 mn

(0.5%)

~30 Million High Net Worth Individuals

~370 Million Mass Affluent Individuals

USD 7.6 trn (3.3%)

USD 33.5 trn (14.5%)

USD 100.6 trn (43.6%)

USD 89.1 trn (38.5%)

Number of adults (percent of world population) Wealth range

Total Wealth (percent of world)

Source: Credit Suisse Global Wealth Databook, 2011

85,000 Ultra High Net Worth ( >$50M investable USD)29.6

million High Net Worth ($1M to $50M investable USD)398

million Mass Affluent ($100k to $1M investable USD)

Trōv’s Target Demographic

Page 14: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

All HNWIs North America Latin America Europe &

Russia

Africa &

Middle East Asia Pacific

37% 64% 11% 29% 13% 50%

59% 89% 42% 67% 30% 62%

52% 67% 30% 44% 29% 73%

HNWI’s citing that they will increase their investment in Treasures. Source: CitiBank - The Wealth Report 2012: A Global Perspective on Prime Property and

Wealth

HNWI’s are Increasing Their Passion Investments

Page 15: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

“At the start of the decade, financial assets

accounted for most of the value of the household

portfolio, but the share has been declining, as a

result of which, the global portfolio is now equally

split between financial and non-financial assets.”

Credit Suisse Global Wealth Databook - Composition of household

portfolios

The Make-up of Global Wealth Has Changed in Last Decade

Page 16: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

29.7M $89T 369M $101T

399M Individuals Worldwide Hold $190T of the World's Wealth

Emerging Affluent ($100k to $1M)

High Net Worth ($1M to $50M)

Ultra High Net Worth (>$50M)

Page 17: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

369M

29.7M

$89T $101T

GLOBAL WEALTH

POPULATION

EMERGING AFFLUENT

(US$100k - $1M)

UHNWI and HNWI

(>US$1)

US$100K TO US$1M

Trov's Target Members are 7% of the World’s Population

> US$1M

Page 18: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

369M

29.7M

$89T $101T

GLOBAL WEALTH

POPULATION

US$100K TO US$1M

Trov's Target Members Hold 47% of All Wealth

> US$1M

UHNWI and HNWI

(>US$1) EMERGING AFFLUENT

(US$100k - $1M)

Page 19: Transforming the Management of Tangible Wealth€¦ · Wealth range Total Wealth (percent of world) Source: Credit Suisse Global Wealth Databook, 2011 85,000 Ultra High Net Worth

369M

29.7M

$89T $101T

GLOBAL WEALTH

POPULATION

US$100K TO US$1M

17% (~$34T) of Wealth is in Treasure Assets

> US$1M

UHNWI and HNWI

(>US$1) EMERGING AFFLUENT

(US$100k - $1M)

Trov’s target members hold

up to $US34T in Treasure

Assets