Democratizing Fund Management: Ben Ferbin and Phil Dressler

Democratizing fund management
Ben Ferbin and Phil Dressler

Phil Dressler Ben Ferbin
Co-Founder Co-Founder
- Raymond James Investment Banking Summer Analyst - Facebook Data Science, Analytics Intern
- Global Healthcare Advisors Investment Banking Junior Analyst - University of Miami Investments Team (Endowment) Intern
- Lazard Asset Management Extern - Lazard Asset Management Extern
Meet Frank and Izzy.
Frank is a car salesman Izzy is a tech-savvy writer

with a successful with limited investing
investment portfolio. experience.
Frank’s portfolio consistently outperforms the
market.
Fees Platform Investor
Fund
Fund Broker Operations
Manager
Gain/Losses Operations
But they don’t ask because

Frank’s friends would let
of the burden that comes
him manage their money...
with handling their cash.
The operational burden of fund
management is unnecessary.
Fees Platform Investor
Fund
Fund Broker Operations Manager
Gain/Losses Operations
Giving the manager your cash adds too many steps.

protoFi reinvents fund structure
and eliminates operational costs.
“Fund”
protoFi Broker Investor
Portfolio
Cash never changes hands, and users make

the same amount of money.
Follow investors with your money.
View your friends’ portfolios
See your returns
When they make a trade, so do you, automatically.

Frank connects his portfolio to protoFi,
and now anyone can invest in it.
All of Frank’s friends can finally invest their money in him,

so they download protoFi and subscribe to his portfolio.
Now Izzy hears about protoFi.
She creates an account in two simple clicks to try it out.

Izzy invests in Frank.
Frank becomes popular on Izzy decides to connect her

the platform by performing brokerage account to
well. invest in Frank’s portfolio.
Both parties benefit.
Frank is making more Izzy is happy to pay the

money than before fee because of Frank’s
because investors pay him knowledge and strong
a small fee. performance history.
Wealth managers at top firms all over the
world begin to hear about protoFi.
The managers connect their portfolios to protoFi and gain

access to the new network of potential investors.
There is a large and growing market
opportunity with pandemic-driven tailwinds.
Total World Wealth

Invested In Equities:
$78 Trillion Total Addressable

Market:
$29 Trillion
Invite-Only Go-To-Market Strategy
You invite We invite

friends. managers.
Market Validation
eToro is branded as a social cryptocurrency platform,

but its users would rather invest in equities.
Competitive Advantage
THEM US
Broker A tool for brokers

protoFi@protoFi.io
Appendix
Managing other peoples' money is difficult because of the burden of accepting their cash and returning
gains/losses. Consequently, many people do not ask others to manage their money for them – it's a "big
ask.” The barriers to entry in creating a fund are high.
protoFi solves this problem with its app by allowing users to create "fund" portfolios that other users can
directly invest in.
When a user invests in another user’s “fund” portfolio, a portion of their portfolio will automatically make
any trades the owner's portfolio does, mirroring the manager of the portfolio they’re invested in. This is the
same thing as investing in a mutual fund; however, the owner of the fund never touches its investors’
money or takes on the operational burden that comes with it.
Users can also follow people without investing in their portfolios. The platform's social aspect will allow
users to communicate with one another about their thoughts on the market and investing strategies.
Uber disrupted the taxi industry by connecting two parties – the driver and the rider. Not
only did they connect them, but they also invented new technology that made it easy for
anyone to become a taxi driver (growing the market). protoFi is like Uber. We are
connecting two parties – the fund managers and the investors, and have invented new
technology that makes it easy for anyone to become a fund manager.
Before Uber, the taxi market was very fragmented, with tons of taxi companies
competing for riders. Uber consolidated the entire market and became THE place for
drivers to find riders. protoFi plans to consolidate the entire wealth and fund
management markets into its platform and make it THE place for fund managers to find
investors.

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Democratizing fund management

Ben Ferbin and Phil Dressler

Frank is a car salesman Izzy is a tech-savvy writer

Fees Platform Investor

But they don’t ask because

Giving the manager your cash adds too many steps.

Cash never changes hands, and users make

View your friends’ portfolios

See your returns

When they make a trade, so do you, automatically.

All of Frank’s friends can finally invest their money in him,

She creates an account in two simple clicks to try it out.

Frank becomes popular on Izzy decides to connect her

Frank is making more Izzy is happy to pay the

The managers connect their portfolios to protoFi and gain

Total World Wealth

$78 Trillion Total Addressable

You invite We invite

eToro is branded as a social cryptocurrency platform,

Broker A tool for brokers

technology that makes it easy for anyone to become a fund manager.

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