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198%
Raised
£347,770
Investors
255
Target
£175,000
Equity
16.88%
Pre-money valuation
£1,712,000

Plataforma de inversiones inteligentes que rentabilizan tus ahorros y optimizan tus inversiones de manera personalizada. Fácil, transparente y seguro.

  • Featured in press, radio and TV: 482 appearances in 2017
  • Partnership with global market leaders such as BNP, Allfunds and Logalty
  • Experienced team including former CEOs of listed companies
Information Non-Spanish investors investing £25,000+ directly (not via nominee) will need a Foreigners' Identity Number.

Idea

PRODUCT/SERVICE

The customer acquisition costs and time constraints faced by traditional human advisors have left many middle-class investors underadvised or unable to obtain portfolio management services. We offer an investment model for anyone investing €3,000 euros or more, using an experienced team and advanced technology. We believe we provide private banking services at a fraction of the traditional cost, with a four-step model automated and optimised from beginning to end: 1) outline of the investor's risk profile, 2) customised investment proposal using the Black-Litterman algorithm, 3) selection of world leader funds and 4) dynamic monitoring.

TRACTION/GROWTH

Target market: mutual funds in Spain, more than €250,000 million in 2017, 20% annual growth in the last 5 years and 9 million savers and investors. In 2016 we built the platform, obtained necessary licenses and recruited the team. In April 2017 we launched our business and in the last 12 months we have closed two relevant distribution agreements, have more than 250 retail clients and manage €10 million AuM. Our personalised portfolios have yield 2% additional average return over the market and cost savings of up to 70%.

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Risk warning

Investments of this nature carry risks to your capital, including illiquidity, lack of dividends and dilution. Balance risk with a diversified portfolio. Read more. Approved as a financial promotion by Crowdcube Capital Limited, which is authorised and regulated by the Financial Conduct Authority.

Investment opportunities are not offers to the public and investors must be eligible Crowdcube members. Further restrictions and Crowdcube's limitation of liability are set out in the Investor Terms and Conditions. Please seek independent advice as required as Crowdcube does not give investment or tax advice.