Freeman Capital

Wealth Starts Here

Wealth as a Service poweredbyWealth Building

Management API
 Freeman Leadership

Calvin W. Ashleigh
B. Bruce M. DarylS.
BAà CFP CFO CMO
40 Under 40OWinner 14 years of Financial Advice Raised over $78M Over 15 Years in Marketing
Technical Founder Wealth Management Founder of $40mTech Firm Fortune 500, Startups

A40UNDER
OF
KLEINER
DE

KPCB
PERKINS

CFP
CAUFIELD
DEPARTAMENT
VUNITED
BYERS Hanes
ST
STATES AMERICA
FORTY
Lincln
FinancialGroup
SEQUOIA E Lincoln
FinancialGroup

freeman capita
 Tale of 2 Problems
Our
Problem Their Problem
How to build generational
wealth? How to get started investingand do it for cheap/free?

Betterment
robinhood
freeman capital acorns
Invest the Change
EV
personal
CAPITAL
ELLEVEST

freeman capita
 How We Are Different
Human
Betterment robinhoodpersonal
CAPITAL Financial
B>ach

Assess Wealth Foundations

ImproveFinancial Behaviors
Increase Financial Successes

HighTouch Financial Planning

for All Users

Wealth Score with

Automated Recommendations
ManagedLow-Cost Investing
Low Cost Financial Planning

freeman capita
The Wealth Gap
174 million Americans are

currently middle class but

within 50 years, won'tbe
7outof 10 people
unless they can take "Winging"
their Finances

immediate and holistic Latinx Median Wealth =

$0
By2073
actions to build wealth,
now.
Black Median Wealth =
$0
By2053

Peopleof color majorityof USA

By2040

freeman capita
Building& KeepingWealth WASToo Hard
Receivingan inheritance helpswhite families more than
black families
Median familywealth by race and whether the familyreceived an
inheritance

$287,457

White:
......

$183,050

..... ....

Black:
$33,969 $38,174

Families without an inheritance Families with an inheritance

freeman capita
 al
freeman capital

Networth of $5,987

Wealth BuildingAPI of today

$10,232 $4,245
Assets Debts

• Automated
wealth recommendations
92% Achieving
• Dynamic
wealth algorithms Probability
of
success
OVERALL GOALS

• Integrate
into user & systemdata sources
I Bank

• Integrate
into customer user end points Bank of America
bank of America core checking
$1,525
2 days
ago

Chasecredit card $3,252

bark of Americacore checking 2daysago
Bank of America $5,266
bank of Americacore checking 2daysago

Dashboard Budgets Tasks Investments Myteam

 How We Build Wealth

Wealth Wealth Wealth

Foundations Behaviors Success

Normalized in a
Wealth Score 0-100
freeman capita
 Meet Sarah
Sarah Wealth Progress
Successes First Month's Actions
Build 1 month emergency
Age:29 fund
Behaviors
Education: College
Degree • Determine
net worth
Occupation:
Professional
• Create
Debt PayOff Plan
Foundations

Third Month's Actions

• Reallocate
Robinhood
Wealth Score investment money into
pre-taxmatching retirement
41 fund
Review credit score
• Create
retirement plan
API Powered Wealth Building
Hi Kennedy,

It was a pleasurespeakingwith you today.Here's

a recap of our discussion:

You decided to work with Freeman Capitalso you can improveyour financial
literacyto make sure you are doingall the rightthingsto improveyour
finances.

Your goalsfor the next 12 months:

% »À •With
the $10,000you
emergency fund and invest the rest.
have saved so far you would like to establish an

• You
want to continue savinga set amount
• You
want to do better when it comes to budgeting

RESTAPI
freeman capital

REPORT PREPARED FOR

Jerome Michaels &

Nikki Michales
by Williams,
FreemanCapitalAdvisors

Williams,

Ayrsley
Town
 How We HelpOur Users

L
83% 74% 70% 3

Positive Net 29% Have 3-Months

Manage an Maintain Debt
Worth Increase Investment Portfolio of Savings
PayOff Plan
 Traction and Key Metrics
Launched1Q2020
DAILY NEW MEMBERS
Last 90 Days(Mar 25 Jun 23) v

2,947 $25.16 $343.85

603% Previous: 419 Paid User Costs Annual Customer
3.000

2,200
Frend Revenue
1,400

600

-200 10,089 <300

Mar 25 12 3 24 Jun 21
Members Users
Email subscribers
Previous (Dec25,2019-Mar 24,2020)
freeman capita
 How We Make Money

Financial Investment Insurance White Label &

Planning Management Premiums API

One-on-Oneplanning Managedinvestments, Providing

term, perm, White label the wealth
via Al, CFPS,and and all major and other insurance buildingas a service and

FinancialPlanning asset classes products API custom solutions

$15 - $97 / MO 0% 1% AUM VARIES CUSTOM

Al =Artificial CFP Certified

Intelligence; Financial Planners freeman capita
 Go To Market Strategy

OrganicGrowth Content Marketing Paid Ads B2B2C

search traffic,search
Organic Social Media,Blogs, Paid ads via social media Paid partnerships,
and
engineoptimization Podcasts,Video,etc. (FB,Instagram,etc.
) and and
sponsorships,
search term targeting paidsearch (Google
Ads) influencer engagement

25% of Leads 65% of Leads $1.87Per Lead 2020 Launching

Data based on Jan 2019 Feb 2020 historical numbers freeman capita
 Advisors

Barbara Bickham Mark Purnell Matt Wallaert

Raised over $50m,8 Successful Exits, Topfinancial advisor with over 35-yearsof Chief Behavioral Officer at Clover Health,

Expertisein Al, Blockchain,Fundraising, Made over $50million for

experience. Behavioral Scientist at Microsoft,
Monetization,Sustainability clients. Successfullybuilt/exited 3 financial Tree,Thrive
Lending
service businesses.

freeman capita
THANK YOU
Let'sChat

Calvin Williams,Jr., CEO

contact@freemancapital.co
www.freemancapital.co

freeman capital
 is indiversity
Our opportunity
100%

By2040,majorityof
USA is non-white 80%

60%

I No
market leader
focused on the
40%
growingnicheof
peopleof color
20%

Majorityof these new 0%

2030 2040 2050 2060
middle classprospects
White Black Hispanic All Others
have no allegianceto
existingfirms a total SOM of 48 million people
and
Represents
$2.8trillion in assets
freeman capital
 Customer Journey

Freeman Academy Investment Management

Financial Planning Wealth Concierge

Above is the full customer life journey

Customers can join at any stageof the journeyat any time
*
Areprojectedconversion rates freeman capita