I have already done the mock-up of the platform and I am looking now to prepare the pitch deci in order to approach BAs and/or VCs. I need mentorshiop within this stage in order to maximize chances to secure Pre-seed financing and to define business model and monetization options.
Actions I’ve taken so far
Together with my IT team I have completed the mock-up and we are going to prepare the landing page in order to to live.
My future goals
Next steps are to develop the platform with new sections (unit-linked and voluntary pensions) and to launch a UCITS marketplace to compete with existing offer which rely mostly on offline sales via the banks retail branch networks.
My motivations to work with a mentor
I am aware that many details should be clarified in order to maximize the chances to ignite a succesful project.
About my venture
The proiect is aimed to provide a comprehensive platform for UCITS available and other collective Investments schemes (i.e. investment programs accesibile via unit-linked life insurance product and voluntari pensions schemes) available for sale in Romania. In the first state, the platform will allow users to compare all the mutual funds in local market by multiple criteria using enhanced sorting anc filtering options and providing detailed information in order to help users to have a better understanding about the offer and to be an effective tool for them to select the most appropriate fund in accordance with their preference. The platform will is seeking to further enhance the visibility and growth of the whole local ecosystem of asset managers, insureres and voluntari private pensions managers within an industry segment experiencing double digit annual growth.