prepare to join the app millionaires club

PREPARE TO JOIN THE APP MILLIONAIRES CLUB CASUAL CONNECT SINGAPORE

MARTIN MACMILLAN, CEO

Prepare to Join the App Millionaires Club 2

WHO ARE WE?

Pollen VC is a FinTech company, founded in 2014,

which is disrupting payments in the app economy with

a new data driven lending model

We offer app and game developers access to an

ecosystem of services which enable them to accelerate

growth

We offer a new type of flexible and non-dilutive

financing for developers

Offices in London, San Francisco, Amsterdam and

Helsinki

3

WHAT DO WE DO?

Early access to funds

Funding marketing spend

Unbiased Guidance - Pollen360

We give app developers early access to revenues they’ve earned

from the app stores, so they can rapidly reinvest in the resources

they need to grow their business faster

Prepare to Join the App Millionaires Club

THE MILLIONAIRES INDEX

AUTHORSHIP AND DATE / VERSIONING INFO

9

Everyone knows the stories about a few apps that go viral with no promotion.

For the 99.9% of all other apps launched, it’s necessary to

spend to acquire users.

THE REALITY IS THAT YOU NEED TO SUPPORT YOUR APP WITH PAID UA


10

THE USER ACQUISITION CONUNDRUM

Unless you have worked out an ROI positive way to spend money

on paid UA, no amount of VC or external investment will get you

the result you need.

FACT


11

THE OPPORTUNITY: PLATFORMS ONLY PAY OUT REVENUE UP TO 60+ DAYS AFTER YOU’VE EARNED IT.

LAUNCH You’re earning money from day 1

This is your moneytrapped in the payment system

Platforms release your cash…



LAUNCH SCALE OPTIMISE

MAJOR CASH FLOW EVENTS


THE IMPACT OF CASH ON UA

• $1.50 LTV [365 day max] • $1.00 CPI • 5,000 Installs/Day

Assumptions:


LTV PROFILE

$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.40$1.60

1 11

21

31

41

51

61

71

81

91

101

111

121

131

141

151

161

171

181

191

201

211

221

231

241

251

261

271

281

291

301

311

321

331

341

351

361

DaysfromLaunch

ExampleLTVCurve


PLATFORM REVENUE PAYMENTSPa

ymen

ts

$0

$40,000

$80,000

$120,000

$160,000

$200,000

Week After Launch

0 4 8 12 16 20 24 28 32 36 40 44 48 52


NET CASH POSITION

Net

Cas

h P

osi

tion

-$400,000

-$320,000

-$240,000

-$160,000

-$80,000

$0

$80,000

$160,000

Weeks After Launch

0 4 8 12 16 20 24 28 32 36 40 44 48 52

Net Cash Position first becomes

Positive

First App Store payment hits bank

account

Spending $5,000/day on ads


USING UNPAID REVENUEN

et C

ash

Po

sitio

n

-$400,000

-$320,000

-$240,000

-$160,000

-$80,000

$0

$80,000

$160,000

$240,000

$320,000

$400,000

Weeks After Launch

0 4 8 12 16 20 24 28 32 36 40 44 48 52

Net Position Net Position w Revenue Recycling

Recycling revenue allows you to

stay cash flow positive with a starting budget less than half the size


HOW TO FINANCE GROWTH

VENTURE FUNDING

Product Team Acquisitions

DEBT FUNDING

Marketing/Paid User Acquisition Financing projected cash flow

19

HOW DO DEVELOPERS BENEFIT?

Do more with your money at an earlier stage

Keep control of your business

Remove ad network credit hassles

Unbiased training to make sure you maximise your

return on UA


CASE STUDY: PIXONIC

Top 100 Grossing Game on iOS Founder: Philipp Gladkov Offices: Berlin, Moscow Company Size: 55 Backed By: Kite Ventures, TA Associates

Known For: Walking War Robots (iOS + Android)



“Working with Pollen made it possible to increase the revenue of our game Walking War Robots

sixfold and to double the size of our team. I think that Pollen offers a great opportunity to game studios that require a boost in development.” -

Philipp Gladkov, CEO, Pixonic

Launch Budget: $100,000 Reinvestment Rate: 40-85% weekly

REINVESTING REVENUE IN GROWTH

• Reinvested revenue 30-67 days earlier • With an identical cash position, with Pollen Walking

War Robots Revenue to 3x more over 10 months

$0

$8,000

$16,000

$24,000

$32,000

$40,000

1 2 3 4 5 6 7 8 9 10

With Pollen Without Pollen

*indexed figures


Reinvest directly into advertising

Acquire more users faster

Draw down earnings on a daily basis

A NEW WAY…

THANK [email protected]

@PollenVC

mailto:[email protected]?subject=