1

MoneyChoice

AI + Human Partnership That Guarantees Results
2

How it Works

The Problem

Small businesses and individuals struggle with critical money choices:

  • Customer support, scheduling, billing
  • Tax planning and wealth management
  • Can't afford full-time specialists for each area

The Solution

Get the best services at the best prices from a single place:

  • All services work together seamlessly
  • Better control over your entire business operations

Value

Service-Based Model

Customers purchase specific operational services

AI + Human Partnership

We solve your problems using a combination of AI and human agents to minimize cost and maximize benefits

Guaranteed Results

"Results or you pay nothing" guarantee

3

What's Broken in Business?

Complexity Everywhere
AI That Can't Deliver
Wasted Spend
Overwhelmed business
4

The MoneyChoice Solution

Guaranteed Results
AI + Human Team
We Execute, Not Just Advise
AI + Human partnership
5

Business Evolution Timeline

How Services Drive Growth Over Time

Foundation
Data Organization
Clean data foundation
Growth
Customer Acquisition
New customer pipeline
Operations
Support + Workforce
Efficient processes
Optimization
Supply Chain + Tax
Cost reduction
Expansion
Billing + Investment
Revenue growth
Success

⏰ The Evolution Advantage

Services are deployed strategically over time, building upon each other to create sustainable business growth.

6

Why ChatGPT Can't Kill Us

Capability ChatGPT MoneyChoice
Execution capabilities ❌ No ✅ Yes
Performance guarantees ❌ No ✅ Yes
System integrations ❌ No ✅ Yes
Human oversight ❌ No ✅ Yes
Accountability for results ❌ No ✅ Yes
Proprietary algorithms ❌ Generic ✅ 8+ years refined
7

Market Opportunity

$500B+
TAM: Business Services Market
$50B
SAM: AI-Powered Business Solutions
$5B
SOM: Target Segments

Target Customers:

8

Scalable Business Model

Performance-Based
Pay for results
Recurring Revenue
Subscriptions
Enterprise
Custom solutions
Revenue Sharing
Aligned incentives
Massive Scalability
Serve 10x more clients
Scalable business
9

Traction & Validation

2,142+
Happy Clients since 2016
83%+
Minimum Prediction Accuracy
24/7
Support Across All Services
12+
Years Experience

Industry Recognition: Top 14 AI Trading Companies

10

$1.8M Raise

at $7.2M Pre-Money Valuation

Use of Funds:

  • Scale AI + Human operations
  • Build enterprise infrastructure
  • Expand sales & marketing
  • Develop additional AI algorithms
  • International expansion
11

Team

Founder & CEO

8+ years AI/ML experience in financial technology

Expert Advisory Team

Financial, healthcare, and operations specialists

AI Engineering Team

Proprietary algorithm development and quantum analytics

Business Development Team

Client acquisition, retention, and strategic partnerships