Business Plan by FinMunity Oy, Finland-based startup
www.investpost.com

Executive Summary
Let’s agree that the information age can be overwhelming without aggregator platform. Not only
is there a lot of information in total, but it is also scattered all over the web.
All financial information in one place!
• InvestPost collects financial information from all over the web so that allows our users could
gather all of the news, updates, insights, tips, guides, articles into one place through our media
platform.
• InvestPost is committed to build a leading social media platform that designed for beginners
and professionals to communicate easier, better informed, and more efficient in financial field.
Mission： Help 100 Million people improve their financial quotient
Vision： Connect global financial wisdom
Core value: Bridge the information gap

Market Opportunity
Due to the interaction of financial markets, user’s needs in this field should be professional and globalized.
• At present, professional vendors mainly provide related products to users in some financial institutions, such as banks
and hedge funds, but their products and services are very expensive, for instance Bloomberg costs $25,000 per annum.
Only big institutions can afford such expensive costs, for beginners and market rookies who are interested in finance is
difficult to afford it.
• Although universal financial websites could provide relatively cheaper products and services to beginners and market
rookies, these types of websites are generally not so globalized. In this way, it is relatively difficult for them to form a
social platform where their contents are rich and views are diverse.
InvestPost provides an innovative financial social platform and global professionals
networking which allows beginners and market rookies to gain valuable information and easily
communicate with other and different experts in an international environment to obtain
related knowledge when using our products.
This is huge market opportunity.

Approach Products
InvestPost will have two core products to deliver its services.
• First is the desktop software. InvestPost Terminal will contain all the features available to our
users, media platform, social networking, tool bar and split screen function, all in a convenient to
use and attractive piece of technology. Many of our customers will be active traders, and they
primarily trade on their desktop computers, which will make the desktop software very useful as
the traders can split their screen between active trades and market information without needing to
have 2 computer monitors at home, saving space and expense.
• We will also launch a mobile app. InvestPost App will contain the social group, creator planet,
virtual meeting room functions. The primary function of the mobile app is not only gather
highly valuable information and Professionals networking to global users, but also there is the
opportunity for beginners, professionals and experienced traders to discuss, ask questions, get
answers, and consult with each other.

Unique selling point
• 1, Free basic practical function to every one
• 2, Innovative Split-screen View
• 3, Flexible Subscription and rich financial Content
• 4, Create own social group and finiancial planet
• 5, Chance to gain audience from all over the world
• 6, Chance to Build a Larger Reputation and gain a Larger Following
• 7, Online seminar or meeting based on global professionals networking
• 8, Access More Clients to Sell Professional Services
• 9, Helps the media sites and creators reach a much wider audience
• 10, Affordable SaaS Tools to each user

Business Model
• Freemium
InvestPost offers Free basic practical function to each user, but we will limit the Split-view and tool bar
functions and charge for it in the future. Premium membership could access a full range of features both in
desktop software and mobile app without ads.
• Advertisement
InvestPost offer web directory service on desktop software towards financial media site and financial service
site as well as allow them purchase user subscriptions in order to quickly bring traffic to their site. We
provide information flow advertisements in mobile app based on user preferences.
• Subscription
InvestPost meeting is a cloud based SaaS products that allow individuals as well as business to virtually
interact with each other. Communication can occur via chats, audio or video. The professionals will have the
opportunity to increase their reputation in their own creator planet, offering paid seminar sessions and
groups. We will provide relative SaaS tools for creators promotion needs.

The Target Users
Desktop software target:
Independent and semi-professional Traders
Mobile App target:
Beginners and Market rookies who are interested in Financial field
Both Desktop software and Mobile App target:
Creators, professionals, financial media or financial service site in related fields

Marketing Plan
1. We will tackle the forex and crypto markets first. The market rookies and semi-professional traders
open tens of millions new accounts each year. Once we have established in forex and crypto markets,
we will enter the global stock markets such as the US, UK, Japan, Hongkong, China mainland and
other European countries stock markets, try our best to collect more financial media site and service
site to join InvestPost Media Platform and attract them create own creator planet or social group to
become a creator or moderator on the platform.
2. After initial market plan, we will motivate creators and moderators attract more and more users
into it’s social group or creator planet by continuously contributing with valuable content from
online events or posts. At this time, Creators could provide some online professional services for
other users through InvestPost social group or meeting room and allow users interact each other in
real time, everyone can set the questions privately or publicly and consult with professionals.
However, make the ecosystem of the entire community become more and more abundant is our
main goal.

Competitive advantages

Current Status and Road Map
• Aug 25th , 2021. We launched our basic windows version of Financial Terminal and InvestPost website. ( Niche
product)
• We are developing Split-view function and will be launched it before Nov 1st, 2021. The Mac version will be
ready before Jan 1st, 2022.
• We plan to launch Mobile App with social group and virtual meeting room in 6 months if we could raise the
funding round.
Tool bar:
Simple start or close
Pop-up:
Flexible staying
time and simple
start or close
Media Platform:
Flexible Subscription
and rich financial
Content from all over
the world

Pricing
Desktop software
Split-view: 9.99 USD per month
Tool bar: 9.99 USD per month
Ads free:6.99 USD per month
Both Mobile App and Desktop software:
Premium membership: 19.99 USD per month
When our user base grows to a large enough scale, we will develop our own
advertising platform and provide a series of SaaS tools to our creators. By then, we
will pricing these two type of products based on the operating status and market
environment.

Financial Forecast
Forecast Users
User
Acquisition
Cost
Premium Membership SaaS Products
Ads
Annual
revenue
Net
Revenue
Pay Users Price/y Revenue Pay Users Price/y Revenue
Sep, 2022 100,000 500,000 $ 1,000 200 $ 200,000 $ 200,000 $ -300,000 $
Sep, 2023 1mio 5mio $ 10,000 200 $ 2mio $ 2mio $ 2mio $ -1mio $
Sep, 2024 3mio 12mio $ 30,000 200 $ 6mio $ 6mio $ 9mio $ 3mio $
Sep, 2025 10mio 30mio $ 100,000 200 $ 20mio $ 100,000 200 $ 20mio $ 20mio $ 60mio $ 30mio $
Sep, 2026 50mio 50mio $ 500,000 200 $ 100mio $ 500,000 200 $ 100mio $ 100mio $ 300mio $ 250mio $
Total 50mio 97.5mio $ 500,000 200 $ 128mio $ 500,000 200 $ 120mio $ 128mio $ 371mio $ 282mio $

Size of funding round
We plan to raise 250,000 Euros and sell 10% of the shares in
this funding round for recruit operation team and develop
the mobile app.

William Chen (Founder & CEO)
William ’s first foray in the financial markets was
the age of 16, at 19 moved to Dubai and
participated in the management of the family’s
brokerage firm.
William is a serial entrepreneur and founder of
HiTrader, which a social trading platform base
on data-driven technology created the world
first probability search engine and covering over
60 country’s users.
As an internet veteran, William has always had a
dream to create a social media that is popular
with the public. Based on own background and
experience, William decided to assist more
people to bridge the information gap and
connect global financial wisdom by establishing
InvestPost.
William was in KEDGE Business School major in
MBA.
Sage Xu (Co-Founder & CTO)
Sage has about 20 years experience in software
development and management. He also serves as an
IT consultant for many large projects.
Sage holds a BSc in Computer Software Engineering
from Shanghai University.
Gian-Luca Cioletti (Board Member)
Gian-Luca has more than 25 years of international
experience as a senior manager in several
companies. His expertise are in sales, marketing man-
agement and business development. Gian-Luca holds
a BSc in Engineering and a master in International
Business Management.
Our Team
We have got the eligibility statement from Business Finland.

Thank You
william@investpost.com
Skype: william@investpost.com