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Transforming the Management of Tangible Wealth
Trōv is the world’s leading software that enables the active
management of tangible wealth
We help our Members collect, secure, and actively manage all the
information about their properties and possessions.
Introduction
Trōv’s Core Propositions
3
Applications
Property
TrōvWorth
LookBook
Dashboard
Reports
Alerts
TrōVault
Data-connected “live”
Values updated
Content curated
Related info freshened
Policy
Technology
Process
Business Model
Trōv On-Site Services
Partner On-site Services
Member collection
Point of Sale
Retail
Manufacturer
Collect Secure Manage Discover
A Personal Trōv is a secure digital repository
where the information about your personal
property is actively managed
Anatomy of a Trōv
TrōvWorth
_cumulative value of assets
_trends and indicators
_by asset class, location, genre...
(personal)
Tangible Asset details
_descriptions
_location
_acquisition data
_photos
_videos
_user manuals and instructions
_provenance
_ownership
_other relevant documentation
Values
_acquired
_current
_depreciated
TrōVault
_personal documents
_estate plans
_wills
_health directives
_mortgages and related
Applications Harness Data in the Trōv to Benefit Our Members
Tax & Estate
Planning Property
Management
Insurance
Preparednes
s
Legacy
Transfer
Philanthropy
Private
Transactions
Asset
Disposition
Wealth
Management
(personal)
Trōv’s Software is Transforming Tangible Asset Management
6
Benefits
Unprecedented control over information about personal property
Complete view of wealth - financial and non-financial
More accurate insurance-to-value and ease of claims
Simplifies estate, tax, and legacy planning
Simplifies and centralizes property management
• Unprecedented visibility into changing asset values
• Integration at point-of-sale, retailer, and manufacturer *
*features to be delivered in 2013-’14
Price
•$1,000 Annual Subscription
•$2,500 One-time Service Fee
Technology
•Properties – Up to two properties
•Members – Unlimited
•Floor Plan – Included
•Contents Valuation – Included
•Storage Capacity – Unlimited
•Software Updates – Included
•Customer Support – Included
Service
•1 Person 1 day onsite (typically 9-5pm)
•Collect data on client’s 100 most treasured assets
•Incorporate stated values from documentation or knowledge
Summer/Fall Rate Card 2012 - Trōv Première
Price
•$5,000 Annual Subscription
•$5,000 Per Day Onsite (one time service fee)
Technology
•Properties – Unlimited properties
•Members – Unlimited
•Floor Plan – Included
•Contents Valuation – Included
•Storage Capacity – Unlimited
•Software Updates – Included
•Customer Support – Included
Service
•2 People multiple days onsite (typically 9-5pm)
•Collect data on general contents and property in addition to most treasured assets
•Incorporate stated values from documentation or knowledge
Summer/Fall Rate Card 2012 - Trōv Première Plus
Trōv Software and Service is Available Today
*2013 releases
Process
On-site to document properties and valuables
Data is physically and technologically secured
Unique technology actively manages the data in Trov
Web and mobile applications enable new benefits
‘TrōvWorth’ change triggers alerts*
Privacy and Security
Trōv accesses your data only with your permission
All data encrypted at collection and storage
Trōv business not designed for advertisers
Rigorous processes support internal privacy
Trōv - Business at a Glance
Trōv is a software company that collects, secures, and actively manages the
information about individuals’ tangible assets.
Our immediate target audience is the 30M global ultra and high-net worth. Longer
term we will offer similar utility to the 368M global Mass Affluent.
Our revenue is derived from non-recurring data-collection and annually recurring
software license fees.
We are privately funded and capitalized to achieve our immediate goals.
Our team is comprised of seasoned, successful technology entrepreneurs and
accomplished software technologists.
Our aspiration is to globally popularize the personal Trōv as the “new normal” way to
manage information about all personal property.
We are applying technology to solve a key issue for our target
audience: how to effectively manage property and possessions.
We are reaching our target audience by providing significant benefits to Wealth
Managers, Property Insurers, Multi-Family Offices; these are our sales partners.
Management Team
Scott Walchek Chairman, CEO
Macromedia (Adobe), SWMC/(Disney), Inktomi (Yahoo), Baidu, DebtMarket (ICE)
Dr. Jim Gemmell Chief Technology Officer
Microsoft Chief Research - Advanced Search
•12 Engineers and Project Managers
Microsoft Bing, Google Security, Johns Hopkins...
Mark Dowds Exec Vice President, Business Development
Band of Coders, BrainPark
•4 Functional VPs throughout US Goldman Sachs, Asset Archives, Varda...
Board of Directors
Scott Walchek Chairman, CEO
Dr. Gordon Bell Director
Microsoft Principle Researcher; VP Engineering Digital Equipment Co; Recipient: Presidential Award for Innovation
Dr. Anthony Melman Director
Founder, CEO, Acasta Capital; Former CEO, Chairman: Nevele Inc.; Managing Director, Onex Corp; Sr Vice President, CIBC
Bruce Whitley Director
SiliconEdge Law Group: Founder, General Partner
> USD 1 million
USD 100,000 to 1million
USD 10,000 to 100,000
< USD 10,000
3,054 mn
(67.6%)
1,066 mn
(23.6%)
369 mn
(8.2%)
29.7 mn
(0.5%)
~30 Million High Net Worth Individuals
~370 Million Mass Affluent Individuals
USD 7.6 trn (3.3%)
USD 33.5 trn (14.5%)
USD 100.6 trn (43.6%)
USD 89.1 trn (38.5%)
Number of adults (percent of world population) Wealth range
Total Wealth (percent of world)
Source: Credit Suisse Global Wealth Databook, 2011
85,000 Ultra High Net Worth ( >$50M investable USD)29.6
million High Net Worth ($1M to $50M investable USD)398
million Mass Affluent ($100k to $1M investable USD)
Trōv’s Target Demographic
All HNWIs North America Latin America Europe &
Russia
Africa &
Middle East Asia Pacific
37% 64% 11% 29% 13% 50%
59% 89% 42% 67% 30% 62%
52% 67% 30% 44% 29% 73%
HNWI’s citing that they will increase their investment in Treasures. Source: CitiBank - The Wealth Report 2012: A Global Perspective on Prime Property and
Wealth
HNWI’s are Increasing Their Passion Investments
“At the start of the decade, financial assets
accounted for most of the value of the household
portfolio, but the share has been declining, as a
result of which, the global portfolio is now equally
split between financial and non-financial assets.”
Credit Suisse Global Wealth Databook - Composition of household
portfolios
The Make-up of Global Wealth Has Changed in Last Decade
29.7M $89T 369M $101T
399M Individuals Worldwide Hold $190T of the World's Wealth
Emerging Affluent ($100k to $1M)
High Net Worth ($1M to $50M)
Ultra High Net Worth (>$50M)
369M
29.7M
$89T $101T
GLOBAL WEALTH
POPULATION
EMERGING AFFLUENT
(US$100k - $1M)
UHNWI and HNWI
(>US$1)
US$100K TO US$1M
Trov's Target Members are 7% of the World’s Population
> US$1M
369M
29.7M
$89T $101T
GLOBAL WEALTH
POPULATION
US$100K TO US$1M
Trov's Target Members Hold 47% of All Wealth
> US$1M
UHNWI and HNWI
(>US$1) EMERGING AFFLUENT
(US$100k - $1M)
369M
29.7M
$89T $101T
GLOBAL WEALTH
POPULATION
US$100K TO US$1M
17% (~$34T) of Wealth is in Treasure Assets
> US$1M
UHNWI and HNWI
(>US$1) EMERGING AFFLUENT
(US$100k - $1M)
Trov’s target members hold
up to $US34T in Treasure
Assets