Birdee Pitch Deck Teardown: A B2B2C Robo-Advisor Strategy

Slide 1: Title and Value Proposition

The deck opens with a minimalist title slide featuring the Birdee logo—an origami-style bird—and the tagline 'Simplifying Investments For financial freedom.' The URL Birdee.co is provided at the bottom. This slide establishes a clean, modern brand identity consistent with fintech trends of the 2017 era, focusing on the emotional benefit of 'financial freedom' rather than technical jargon.

Slide 2: The Problem and The Missing Product

Slide 2 uses a split-screen design to contrast the current market reality with Birdee's solution. On the right, three dark circles highlight key pain points: '90% Are not interested in Finance,' '0% Return on Savings,' and '2-4 visits/year' representing 'Decreasing branch visits.' Below these metrics, the company introduces 'THE MISSING PRODUCT,' which it defines through four attributes: Simple, Available on demand, Interesting Return, and Autonomous. An icon of a robot is included, signaling the robo-advisory nature of the technology. This slide effectively quantifies the apathy and inefficiency in traditional banking that Birdee intends to exploit.

Slide 3: Transition to Product

Slide 3 is a simple transition slide featuring the origami bird icon and the text 'So.... What’s it like?' followed by the subtext 'Show me the money.' This serves as a rhetorical bridge to the product demonstration phase of the pitch, signaling a shift from market theory to functional reality.

Slide 4: Product Feature - Advice and Risk Profiling

Slide 4, titled '2. Advice,' focuses on the user experience of 'Risk Profile per Objective.' A laptop mockup shows the Birdee interface where users select their main reason to invest. Visible options in the UI include 'Make the most of my savings,' 'Buy a property,' 'Prepare for retirement,' and 'Save for loved ones.' This demonstrates that the platform is goal-oriented rather than just ticker-oriented, which aligns with the '90% uninterested in finance' demographic mentioned earlier. The UI appears clean, using icons to simplify complex financial planning.

Slide 5: Timeline and Market Presence

Slide 5 addresses the 'When?' of the business. It features a clock icon and the text 'NOW! Birdee.co.' Below this, three flags represent their target markets. The Belgian and Luxembourgish flags are shown without dates, implying active operations. The French flag is accompanied by the text 'March 2018,' providing a clear near-term milestone for geographic expansion. This slide serves as a lean 'traction' and 'roadmap' hybrid.

Slide 6: Dual Business Model - Birdee vs. Squiree

Slide 6 is the most information-dense slide in the deck, outlining the company's dual-brand strategy. On the left is 'Birdee,' labeled as a 'NEW PRODUCT' for B2B and B2C with a '100% Digital Journey.' Its features include being a 'Stand-alone Product,' 'Automatic rebalancing,' and an 'End-to-end solution' covering KYC, profiling, and reporting. On the right is 'Squiree,' a B2B-only product described as 'IMPROVED CUSTOMER SERVICE' for a 'Guided & Online Journey.' Squiree focuses on the 'Advisor-Client Relationship,' providing a 'Complete Financial Overview' and 'Suitable advice' that integrates with a bank's back-office. This slide clarifies that Birdee is not just a consumer app but a sophisticated enterprise software provider for traditional banks.

Slide 7: Institutional Validation

Slide 7, titled 'One more thing...', is a classic 'Steve Jobs' style reveal used to showcase a major partnership or achievement. It features the logo for the 'BNP Paribas International Hackathon 2016' and the 'BNP Paribas Asset Management' logo. By placing this at the end, the founders use institutional weight to validate the technical and business claims made in previous slides. It suggests that a major global bank has already vetted and awarded their technology.

Slide 8: Contact and Social Proof

The final slide is a standard 'Thank you' page. It includes the Birdee logo, the website URL, a Twitter handle (@birdeeco), and an email address (info@birdee.co). It also lists LinkedIn and Facebook as social channels. While functional, it lacks a final 'call to action' or a summary of the investment opportunity.

What Birdee Does Well

Clear Market Segmentation: The distinction between the B2C 'Birdee' and the B2B 'Squiree' is a sophisticated way to handle the high cost of consumer acquisition in fintech. By offering a tool for bank advisors (Squiree), they create a B2B2C revenue stream that leverages existing bank customer bases.

Goal-Based Investing: The product screenshots emphasize life goals (retirement, property) rather than market indices. This directly addresses the '90% uninterested in finance' problem identified on Slide 2 by making investment relatable.

High-Level Validation: Winning a hackathon hosted by BNP Paribas and featuring their Asset Management logo provides immediate credibility that is often lacking in early-stage fintech pitches.

What is Missing from the Deck

The Team: There is no slide introducing the founders or the technical team. In a sector as regulated as fintech, the pedigree of the team (experience in compliance, finance, and engineering) is usually a mandatory requirement for investors.

Financial Metrics and AUM: The deck mentions '0% Return on Savings' as a market problem but does not state Birdee's own performance, Assets Under Management (AUM), or user growth rates. Even for a scaleup battle, some indication of scale is expected.

The Ask: The deck does not state how much money the company is looking to raise or what the specific use of funds would be. This makes it more of a 'company overview' than a 'fundraising pitch.'

Unit Economics: There is no mention of Customer Acquisition Cost (CAC) or Lifetime Value (LTV), which are critical for evaluating the viability of the B2C side of the business.

Founder's Playbook: What to Copy

The 'Missing Product' Framework: Slide 2 is an excellent example of how to frame a solution. By listing four simple adjectives (Simple, Available on demand, Interesting Return, Autonomous), the founders create a checklist that the audience can use to evaluate the rest of the presentation.

Visual Roadmap: Using flags to represent geographic expansion is a space-efficient way to show market reach and future intent without needing a complex table or chart.

Strategic Branding: The use of two different brand names (Birdee and Squiree) for two different market segments (Direct-to-Consumer vs. Enterprise/Advisor) is a smart way to prevent brand confusion while maintaining a unified technology stack.