What we do: Surmount is an end-to-end automated trading platform where any investor - regardless of their portfolio size or experience level, can access automated trading using AI generated/managed portfolios, ML/DL bots, rule-based strategies, and copy trading. Progress: - Automation platform beta completion - Student-led investment fund partnerships - Notable institutional customers + additional interest Core KPI: # of active users ("active users" = linked portfolio) Financials: Capital Raised: $170,000 Current Revenue: $0 Unique Advantages: - Ability to serve any asset class & timeframe - Integration into 3rd party brokers AND internal Surmount accounts - Level of (true) integration of sophisticated software Timing: We could not have better timing. With the massive surge of individual investors into public markets and rise of social trading over the past 5 years, there is currently a massive untapped demand among individual investors managing their own portfolios who want access to every advantage within markets that they can get. Currently, individuals must either resort to manual trading signals through Discord + Telegram, which are completely black box and un-proven. or Must be proficient in coding, with knowledge around finance & mathematics. Leaving a huge untapped demand among those who lack these technical skills for access to a low-barrier platform where anyone can access sophisticated automation technologies. Market: North America: TAM - 150M, SAM - 45M, SOM - 13.5M Global: TAM - 470M, SAM - 85M, SOM - 23M Business Model: We monetize through: 1. Monthly platform subscriptions (free, $20, $40, $60) 2. Commission on marketplace transactions 3. Shared broker spreads Competitors: Wealthfront (robo advisor) Betterment (robo advisor) M1 Finance (robo advisor) EToro (copytrading) QuantConnect (marketplace) FXDreema (no-code bot builder)
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