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255%
Raised
£537,540
Investors
668
Target
£210,000
Equity
18.30%
Pre-money valuation
£2,400,000

With an innovative Machine Learning and AI-based Intelligent Robo Advisor, MarketsFlow launched their Digital Wealth Management platform in Jan 2017. The platform uses data science to empower retail and institutional investors to make optimal investment portfolios, operating in a £5.7trn+ industry.

  • Won the Best Broker-dealer Research Platform award in New York
  • Applied for Direct FCA authorisation for Wholesale/Retail Advisory
  • Experienced team in capital markets, tech, data, portfolio management
  • Aim to exit via an IPO or acquisition from a large investment bank
Information The company had £150,000 of its SEIS allowance remaining at the start of this raise. This will be allocated to investors on a first come first served basis. Any investments made after that limit has been exceeded will not be SEIS eligible but will potentially be eligible for EIS. The potential tax relief of any investment will be confirmed by email to investors, after they have submitted their applications to invest, and will depend on an investor's individual circumstances.

Idea

MarketsFlow is a sophisticated, award-winning and innovative Machine Learning and AI-based Intelligent Robo Advisor and Digital Wealth Management platform.

With the UK Asset Management industry worth £6.9trn, and Wealth management estimated to be £1.1trn by 2019, we want to empower retail and institutional clients to manage optimised portfolios, the scientific way.

By applying advanced algorithms to vast amounts of unstructured financial data, our platform has the capability to produce exemplary portfolio performance in terms of annualized returns, managed volatility, sharpe ratios, and risk management.

With interest from one of the largest independent brokers, financial data provider and fintech solutions provider, we plan to market our platform after receiving our FCA advisory permissions.

Key Milestones:

Jan 17 - After 14 months of development, MarketsFlow officially launches following discussions with potential Institutional and Retail clients

Feb 17 - Won WSL Award in New York for Best Broker-dealer Research Platform

Mar 17- MarketsFlow exhibited at London Forex show

Apr 17 - Fund Intelligence in NY publishes MF Portfolio Performances

Jul 17- MarketsFlow is selected for Spark Entrepreneurial by Natwest

Aug 17 - Received collaboration interest from Financial Data & Fintech solutions firms

Oct 17- MarketsFlow applies for FCA Wholesale/Retail Advisory permissions

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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.

MarketsFlow has been given advance assurance by HMRC that the proposed share issue is likely to qualify for Enterprise Investment Scheme (EIS) tax relief.

Tax relief is available to individuals only, with income tax relief currently set at 30 per cent of the cost of the shares for the tax year in which the investment was made. The tax reliefs can also reduce your Capital Gains Tax bill. Read More.

Availability of tax relief depends on your individual and the company’s ongoing circumstances and applicable law.