Smart Customer Acquisition

Platform for BFSI

Advised by Aperio.Partners

Confidential
 Problem Solution
01 02 03
Sustaining Deepening Product
Growth Penetration Innovation

Rising Customer Hence, our

Acquisition Costs integrated platform
(CAC) across BFSI delivered

Reduce CAC from

is preventing the
$50 /user to
BFSI Industry
from $ 32 /user
(Credit card product for a small bank)

At Scale : Easily replicable

* Source: IRDA, AMFI, CRIF , Number for India Market $ 108* Billion Spend on for BFSI across all product
Customer Acquisition categories
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we are building a smarter acquisition platform

Feedback Cycle
12 11
Campaign Optimization Performance Dashboard

01 02 03 04 08 09 10
Audience Targeting Hyper Personalized Campaign Indent Qualified & Closure
Segmentation Platforms Creatives Execution (Bot Calling*) Enriched Leads By Brand

05 06 07
Recommendation Validation Lead Scoring
Engine

Confidential Brand
* Under dev
The underlying magic of the Integrated platform

Data Containers Data Ingestion & Recommendation Output :

(Existing) Orchestration Engine Customer Profiling &
Enrichment
Input Data
Telco
Machine Identify Digital
Learning Models Profiling Footprints
Email
Attributes
Scores Demographic Device
Device Profiling Profiling
Enriched
Ingestion Customer
& Orchestration View
Hybrid Engine Attributes Lifestyle Location
Public Records
Preferences Intelligence

Social media
Profiles Financial Income
Use cases Network
Business Rules Preferences Proxy
Lending, Effects
Geo-location Insurance etc

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Leading to tangible business outcomes for the clients

Clients Channel for Time to

Client Ask Outcome
(case in point) Closures execute

12,000 Consented Leads

TU-AUSFB 10,000 Consented Leads CAC Reduction from $50 to $32 Call Center & Self
2 months
(Credit Cards) 1,000 Cards sold 1,200 Cards sold (10% conversion) Service Journey
revenue (@$2/ lead) ~ $20,000

1st Month : 3% Conversion, $2,50,000 GMV

Aditya Birla Housing– Loan booking of $6,00,000 on a
2nd Month : 4% Conversion, $4,50,000 GMV
Loan Against sustainable basis Branch Sales 2 months
revenue: 0.5% on loans disbursed ~ $1,650 (first
Property 2% conversions
month realized)

Qualified Leads for Health & Life 4% conversion with total 1000 leads
Risk Free Life
Insurance (500/month for each GMV : $42,000
(Insurance – Life & Calling & Self Service 4 Months
product) CAC Reduction : $21 to $16
Non-Life)
3-4% conversion revenue ~ $16,000

Confidential 5 clients
* 3 representative
A robust Revenue model with increased contribution
from new product lines

Platform Success Conversion

Clients Total Period
Subscription ($) Fees ($) Fee ($)

TU-AUSFB 3 months
$1,300 $20,000 0 $21,300
(Small Finance Bank) (Apr’22-June’22)

Risk Free Life

3 months
(Insurance – Life & Non- $1,000 $6,000 $9,000 $16,000
(Jan’22-May’22)
Life)
Social Donut
3 months
(clients i.e. Navi,P2P $1,000 $36,000 0 $37,000
(July’22-Sept’22)
lending)

% Breakup 5% 80% 15% $74,300

*Top 3 clients, the revenue model is a combination of Platform Subscription + Success Fee (Per qualified metric) + Conversion Fee (Per Product Sold)

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Deep dive into two clients with
deeper penetration across products

Client (case in point) July’-Sept’22 Oct’22-Dec’22 Jan’23-Mar’23 Apr’23-June’23

Bajaj – FinServ New use case of

(Relationship started with Insta-Emi Card with API $20,000 $22,500 $25,000
Personal Loans in Q1,2022) Integration

$1,600 $5,600
Aditya Birla Housing $11,250 $16,200
(Loan Against Property) (Home Loan added)

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In less than 9 months, we have reached a ARR of $1,56,000

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Brands Already
Onboard

Brands Under
Discussions

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And our unique Go To Market allows us to scale faster

Sales Strategy Partnerships Global Markets

Focus on conglomerates to
Strategic in Nature Global Penetration
penetrate
Current: Starting to work with
across business lines and
Indian arms of global
multiple use cases
entities

With Founder Led

Deep Industry Network along with strong Board advisors from BFSI Industry enables quick decision making

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We are well positioned to compete in this market with
our robust product
Time to
Current Options Data Models Direct Control Closed Loop Cost Scale Business Model
Market
Marketplaces
Low Low Low High High Low Leads

Digital Marketing Low Low Low High Medium Medium Leads

Marketplaces
Low Low Low Medium Low High Leads

Analytics Companies
High High Medium High Low High Licenses

Marketing Automation
Medium Medium Medium High Low High Licenses

STARTUP High High High Low High Low Hybrid

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As our product evolves, clients will be able to pick and choose
any solution from the Complete Product Suite

Solution #1 Solution #2 Solution #3

Customer Acquisition Data as a Model as a

Platform Service Service
Platform to deliver high Data Acquisition, data transformation & Cross Sell, Upsell, Segmentation,
propensity prospects for data delivery Targeting Models as a Service for any
any product Financial product category

The Complete Product Suite

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And here’s how we see ourselves over the next growth phase

1 3 5
Build Phase Rapid Penetration Phase Beyond BFSI Phase
Build the Expand India Clients, Hit $100 Million and then Expand the scope to
Platform , $1 Million Start Global operations*, $20 Million adjacent industries like real estate

2 4
Growth Phase Dominance Phase
Target multiple uses cases from same FI, Become the default growth platform for any Financial
$4 Million Institution in India + Global, $59 Million

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With a team deeply entrenched in the financial services for last 15 years

Expertise : Expertise:
Expertise: Expertise: Expertise: Leadership, Business Lending, Banking,
Data Engineering, Data Sales, Strategy & Machine Learning, Strategy, Board Advisor. Partnerships.
Science & Team Building. Distribution channels. Deep Learning.

Our Core Team Our Advisory Board

14+ team members across engineering, data, and business

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Investment Ask: $500K

10% Misc

Usage 10% Business Development

of Funds 20% Data / IT Infra

60% People

Milestone Targeted by June’23 : 38 Clients, $1.4 Million ARR

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Thank You

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