Executive Summary

Building AGI for Finance

Confidential - For Investors Only

Version 3.0 | January 2025

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📋 Table of Contents

1. Introduction

• Executive Summary

• Key Metrics & Validation

2. Market Problem & Opportunity

• The $3 Trillion Problem

• Market Analysis & TAM

3. The AssetSwap Solution

• Building the First AGI for Finance

• Product Features & Capabilities

4. How It Works

• User Journey & System Architecture

• Real User Flow Examples

5. Technology & Data

• Technology Architecture

• Competitive Advantages

6. Business Model

• Revenue Strategy & Unit Economics

• Growth & Marketing Strategy

7. Roadmap & Vision

• Strategic Roadmap 2024-2027

8. Team & Advisors

• Leadership & Company

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🚀 Investment Highlights

Proven Traction

• $3M+ monthly volume growing 400% MoM

• 1,000+ active traders with 65% retention

• 80% AI win rate with 30% average user ROI

• 10,000+ daily orders processed autonomously

Massive Opportunity

• 500M+ retail traders globally

• $770B crypto market growing 30% annually

• $10T+ traditional markets ready for disruption

• TAM: $500B+ in fees and spreads

Defensible Technology

• 2+ years ahead in AGI development

• Proprietary scoring system with proven results

• Natural language interface - industry first

• Non-custodial architecture - regulatory advantage

Clear Path to Scale

• Q4 2024: $10M monthly volume

• Q4 2025: $50M monthly volume

• 2026: $200M+ with TradFi integration

• Exit potential: $5B+ valuation

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📊 Current Status

Live Platform

✅ Web platform operational ✅ AI agents executing 24/7 ✅ 30+ conditional order types ✅ Real-time scoring (0-100) ✅ Natural language trading

Coming Soon

🚧 Mobile apps (Q1 2025) 🚧 Tokenized stocks (Q1 2025) 🚧 Multi-chain support (Q2 2025) 🚧 Background agents (Q3 2025) 🚧 Full AGI capabilities (Q1 2026)

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💡 The AssetSwap Thesis

Traditional trading is broken. Retail traders lose 90% of the time, lacking the tools, time, and emotional discipline to compete with institutions.

AI changes everything. AssetSwap provides institutional-grade intelligence through simple natural language commands, enabling anyone to trade like a professional.

AGI is the endgame. We're building toward complete financial autonomy – an AI that learns, adapts, and improves continuously, managing wealth 24/7 without human intervention.

The opportunity is massive. With 500M+ traders globally and growing, the first company to deliver true AGI for finance will capture a multi-hundred-billion dollar market.

We have the lead. With proven technology, strong traction, and a clear roadmap, AssetSwap is positioned to become the global standard for intelligent trading.

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📈 Financial Summary

Current Metrics

• MRR: $40K+ (growing 350% MoM)

• Gross Margin: 85%

• CAC: <$20

• LTV: $540+

• LTV/CAC: 27:1

Projections

Timeline	Users	Monthly Volume	ARR
Q4 2024	5K	$10M	$1.8M
Q4 2025	50K	$75M	$18M
Q4 2026	500K	$750M	$180M

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🤝 Investment Opportunity

Series A - Q1 2025

• Raising: $10-15M

• Valuation: $50M pre-money

• Use of Funds:

  • 40% AGI Development

  • 30% User Acquisition

  • 20% Infrastructure

  • 10% Regulatory

Why Invest Now

1. Proven product-market fit with explosive growth

2. First-mover advantage in AGI for finance

3. Experienced team with multiple exits

4. Clear path to profitability by Q2 2025

5. Multiple exit opportunities via acquisition or IPO

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📞 Contact

For Investors: [email protected] Website: assetswap.ai Demo: assetswap.ai/meme/demo

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This document contains confidential and proprietary information of AssetSwap Inc. Distribution is limited to qualified investors under NDA.