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Company:
Tindeco Financial Services AG
Team:
We have an outstanding team of 9 in Zug, Switzerland and Edinburgh, Scotland
Michael Kaimakliotis, is co-founder and CEO
Neil McLachlan, is co-founder and CTO
Dr. Mark Owen is Head of VISION Investments and an investor in Tindeco
Web:
www.tindecofs.com
Value Proposition:
Automation of asset management, mass customisation of sophisticated (and vanilla) investment products at low cost.
Award-winning Tindeco VISION platform has modules that cover all the processes of an asset manager. On top of CORE, launching our automation layer, VISION Investments, which breaks new ground in portfolio construction by selecting an optimal portfolio based upon rules and systematic strategies. unique methodology combines sophisticated Monte Carlo simulation, Optimisation and Artificial Intelligence to enable a flexible approach to portfolio construction which can be applied to virtually every type of product/portfolio. Importantly, the rules / strategy based approach enables optimised portfolios to be managed in a virtually fully automated fashion. Tindeco will deliver “Investments as a Service” over the Tindeco Cloud.
=> help asset managers become more profitable while helping them create value for their clients by offering more customised products.
Customer Segments:
Professional asset managers categorised into a) small: 500 mn. to 2 bn. Asset under Management (AuM) b) medium: 2 bn. to 20 bn. AuM and c) large asset managers > 20 bn. AuM. We target a wide variety of clients e.g. family offices, fund managers, institutional asset managers and wealth managers.
Market Traction:
Focused on getting multipliers to introduce us to prospective clients and recommend us. Secured introductions from Credit Suisse, UBS, EY, Accenture and GWP (leading law firm for asset managers in Zurich). Large consultancy firms state that Tindeco that Tindeco are the market leader for InvestTech. Shortlisted at a major Wealth Management company to be their platform for both internal use and external clients. c 30 active user clients
Recently onboarded a new client after defeating BlackRock’s Aladdin and Charles River in the final round of a vendor beauty contest run by Credit Suisse.
Funding Stage:
Series A
Funding & Investment to Date:
~ £2.5m equity investment, £200k in SMART grants received from Scottish Enterprise, ~ £4m revenues reinvested.
Investment Sought:
£3m
Visit Tindeco Website
DISCLAIMER
The purpose of this Investor Showcase is to provide information on the business described above. The Investor Showcase is not a prospectus and does not constitute or form any offer or invitation to subscribe for, underwrite, or purchase securities, nor shall the Investor Showcase or any part of it form the basis of, or be relied upon in connection with, any contract relating to any securities unless expressly included hereafter.
WARNING
The content of this Investor Showcase has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this Investor Showcase for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested
Tindeco Financial Services AG
Team:
We have an outstanding team of 9 in Zug, Switzerland and Edinburgh, Scotland
Michael Kaimakliotis, is co-founder and CEO
Neil McLachlan, is co-founder and CTO
Dr. Mark Owen is Head of VISION Investments and an investor in Tindeco
Web:
www.tindecofs.com
Value Proposition:
Automation of asset management, mass customisation of sophisticated (and vanilla) investment products at low cost.
Award-winning Tindeco VISION platform has modules that cover all the processes of an asset manager. On top of CORE, launching our automation layer, VISION Investments, which breaks new ground in portfolio construction by selecting an optimal portfolio based upon rules and systematic strategies. unique methodology combines sophisticated Monte Carlo simulation, Optimisation and Artificial Intelligence to enable a flexible approach to portfolio construction which can be applied to virtually every type of product/portfolio. Importantly, the rules / strategy based approach enables optimised portfolios to be managed in a virtually fully automated fashion. Tindeco will deliver “Investments as a Service” over the Tindeco Cloud.
=> help asset managers become more profitable while helping them create value for their clients by offering more customised products.
Customer Segments:
Professional asset managers categorised into a) small: 500 mn. to 2 bn. Asset under Management (AuM) b) medium: 2 bn. to 20 bn. AuM and c) large asset managers > 20 bn. AuM. We target a wide variety of clients e.g. family offices, fund managers, institutional asset managers and wealth managers.
Market Traction:
Focused on getting multipliers to introduce us to prospective clients and recommend us. Secured introductions from Credit Suisse, UBS, EY, Accenture and GWP (leading law firm for asset managers in Zurich). Large consultancy firms state that Tindeco that Tindeco are the market leader for InvestTech. Shortlisted at a major Wealth Management company to be their platform for both internal use and external clients. c 30 active user clients
Recently onboarded a new client after defeating BlackRock’s Aladdin and Charles River in the final round of a vendor beauty contest run by Credit Suisse.
Funding Stage:
Series A
Funding & Investment to Date:
~ £2.5m equity investment, £200k in SMART grants received from Scottish Enterprise, ~ £4m revenues reinvested.
Investment Sought:
£3m
Visit Tindeco Website
DISCLAIMER
The purpose of this Investor Showcase is to provide information on the business described above. The Investor Showcase is not a prospectus and does not constitute or form any offer or invitation to subscribe for, underwrite, or purchase securities, nor shall the Investor Showcase or any part of it form the basis of, or be relied upon in connection with, any contract relating to any securities unless expressly included hereafter.
WARNING
The content of this Investor Showcase has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this Investor Showcase for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested
