WE CAN EASILY IDENTIFY INVESTMENT TRENDS TO HELP INDIVIDUALS AND COMPANIES MAXIMIZE RETURNS FOR CAPITAL PRESERVATION.
DESIGNED TO HELP INDIVIDUALS AND COMPANIES MAXIMIZE RETURNS WHILE PROVIDING TRANSPARENCY, LIQUIDITY, AND ANONYMITY.
Current Status
-400 million worth of vetted opportunities through existing conversations and relationships
-MVP up and running
-55k worth of customer funds
Meet the Team
If you want to learn more about our team, you will need to ask since the moderators do not allow links here
Market
Go to investmentscy dot com and download a sample company to acquire – we would do M&A/real estate investing with lending facilities – as well as target high net worth investors to open brokerage accounts.
Reference the excel in the share link below which we can give at request pertaining to a $100 million projections
Problem or Opportunity
Accredited Investors are struggling to achieve alpha 81% of global wealth funds underperformed the S&P 500
Competitors
2022 Positive Returns
SageFusion - YES
NumerAi - YES
Rebellion Research - YES
Donealgo - NO
Titan- NO
No Lock Up Period
SageFusion - YES
NumerAi - NO
Rebellion Research - NO
Clonealgo - NO
Titan- NO
Custody by Default
SageFusion - YES
NumerAi - NO
Rebellion Research - NO
Clonealgo - NO
Titan- NO
Anonymous Trading
SageFusion - YES
NumerAi - NO
Rebellion Research - NO
Clonealgo - NO
Titan- NO
Real-Time Audits
SageFusion - YES
NumerAi - NO
Rebellion Research - NO
Clonealgo - NO
Titan- NO
Advantages or differentiators
The main advantage is unique risk management. The key differentiators are keeping custody of your assets, anonymous trading, and unique risk management
Finance
Reference the excel in the share link below which we can give at request pertaining to a $100 million projections
Loan terms
36 months
Interest rate, %
5
Type of pledge
Another
Pledge and assets
Business Assets
No business assets to pledge but the software has IP value
Personal Assets
2 houses but the collateral there is tapped out
From the consulting side of the business we garner at least 20k a month alone.
If we securitize then the software sits on top. One really good piece of news is the business certificate of good standing has a cage code being ordered and by next year Oveda can provide us with up to a few million.
Overall there is a stellar team, stellar product, and fantastic potential deals in place to be scaled and monetized here.
Business model
Reference the excel in the share link below which we can give at request pertaining to a $100 million projections
We use trade secrets with a poor man's copyright just the logo.
We are all under a Delaware LLC named Investment Science LLC. SageFusion is a spin-off of our consulting practice and has been fully integrated. We also have Investment Science realty based out of Arizona, which is a subsidiary of Investment Science. We do not want patents, because we would have to disclose our algorithms and some banks complained there is no economic value in algorithms without a patent, but sources indicate that there is economic value in copyright. For example, trade secrets are the recipe to Coca -Cola they do not disclose.
Was unable to add videos into the link boxes below so putting them here:
Personal Video Messages from the Founder
Can provide at request since links are not allowed and the upload system is not working correctly
Product Video
Can provide at request since links are not allowed and the upload system is not working correctly
Solution (product or service)
$100 dollars can flow upwards into 100 different investments - real estate, search fund, consulting - with 8x leverage and we put SageFusion, an AI investment platform on top of the hood.
SageFusion, like any business, will be exposed to certain risks. There are many variables at play that can both reduce and create risks. While impossible to identify all the risks, there are three key risks we will be mitigating.
Quality Consistency: Unfortunately, computers, especially in banking often break, so we would likely need to hire site reliability engineers 24/7 in order to monitor software outages and have a 48-hour SLA, so there is no impact to the business.
Stealing of Intellectual Property: As our firm gains traction, many companies will likely steal our concept. We intend to trademark and copyright all intellectual property, as well as pursue trade secret law, as patents would have to disclose how our models work, and our secret sauce is essentially the models.
Partner Buyout: James Watson currently owns 10% of the firm, and has been not joining meetings for over two years, which requires him to be removed at fair market value, which we estimate to be at $300,000.
Andy is more or less hard to get a hold of, and wants an early retirement and owns 10% equity – however, maybe upon raising capital he may be inspired or James might be inspired?
Incubation/Acceleration programs accomplishment
We finished the Hyper Accelerator Program/NewChip Accelerator – both online.
Hyper accelerator was completed in 2022, and NewChip in 2023 – in which Michael was able to fix up messaging for