Compliance Team
Angels Den

Dear User,

You may have heard about the new General Data Protection Regulation (“GDPR”), that comes into effect May 25, 2018.

We would like to ensure you that your personal data is safe with us. Please read the details regarding the processing of your personal data and if you agree with the processing as described below, please click the ‘I agree’ button.

Please be informed that you can withdraw this consent at any time.

1) What data are we talking about?

We are disclosing details regarding the processing of personal data that is collected within our calls and in connection with your use of Angels Den’s platform, Websites and other functionalities of Angels Den, including those saved in cookies files.

2) Who will be the controller of your data?

Angels Den Funding Limited (hereinafter referred to as AD) will be the controller of your data (Angels Den means all entities from the Angels Den capital group, which includes Angels Den Funding Limited with its registered office in London and all entities related to it and dependent on it) and only our Trusted Partners.

3) Why do we want to process your data?

We process this data for the purposes described in our Privacy Policy, including:
- compliance with any legal requirements and obligations,
- ensuring that content from our Website is presented in the most effective manner for you,
- marketing purposes,
- providing you with our services (including the completion and support of immediate activity required to provide you with information and deliver products and/or services that you request and to deliver any contracts entered into with you), or
- as otherwise explained in this privacy policy or by any communication by us.
Where you have explicitly consented to be contacted for such purposes, we use your personal data to provide information on our new and existing products and services.

4) To whom can we transfer data?

In accordance with applicable law, we may transfer your data to entities processing it at our request, e.g. marketing agencies, subcontractors of our services and entities authorized to obtain data under applicable law, e.g. courts or law enforcement agencies - of course only if they submit a request based on an applicable legal basis. Furthermore, we will transfer your data to Trusted Partners outside the European Union – to the USA – under the EU-U.S. Privacy Shield Framework.

5) What are your rights to your data?

You have the right to request access to, correct, delete your personal data. You can also withdraw consent to processing of personal data, raise objections and use other rights granted under GDPR (i.e. right to data portability).

6) Use of cookies

We use cookies to give you the best experience on our Website. This means that we have placed cookies on your device. If you continue without changing your cookie settings, we assume that you consent to our use of cookies on this device. You can change your cookie settings at any time but if you do, you may lose some functionality on our Website. More information can be found in our Privacy Policy.

In connection with the above, I agree to the processing of my personal data by Angels Den and its Trusted Partners. I confirm that I understand that my personal data is being collected as part of my phone calls, use of AD’s online platform, Websites, and other functionalities of AD, including the data saved in cookie files. I also consent to profiling in order to allow Angels Den and its Trusted Partners the provision of better services (including for analytical purposes). Your data will only be processed on a valid lawful basis in accordance with applicable data protection laws. The processing of your personal data for marketing purposes (including statistical analysis) by AD is based on the firm's legitimate interest. The processing for marketing purposes by our Trusted Partners is only possible if we receive your freely given consent. We will also process your personal data to fulfil our contractual obligations to you as contained in AD’s Terms and Conditions of the use of our Website and services. Therefore, this data will be processed on another lawful basis – ‘contract’. We will also process your data to comply with our legal obligations for our Service (such as anti money laundering and know your customer requirements), which is also a valid lawful basis in accordance with applicable data protection laws.

Expressing this consent is voluntary and you can withdraw at any time.

If you have any doubts or questions about the use of your personal data, please do not hesitate to contact me via email. I’m happy to assist.

Compliance Team
Angels Den
cl@angelsden.com

AMMONITE

Tech that will reshape the delivery of financial advice globally, making it affordable and accessible for the masses.

£ 329,801
0 Days left

94% of minimum goal raised

Seeking
Lead investor:

Minimum Target

£ 350,000

Minimum investment amount

£ 10,000

Maximum Target

£ 750,018

Maximum investment amount

£ 500,000

Investment Opportunity

Ammonite powers IFAs and Wealth Managers with a new way to access the mass market. Ammonite tech changes the game by powering these businesses with a hybrid advice platform that increases conversion, massively reduces acquisition / onboarding time/cost, and will ultimately semi-automate the ongoing advice servicing for clients. 76% of UK financial advisers think that hybrid advice will be the future of the industry. They are right. Ammonite is that future.

LIVE PITCHING

Ammorite at Angels Den's Fintech Pitching Event 2022

You have to log in or register to see this information.
THE IDEA
Products & Services

B2B SaaS - software for the financial advice industry.

Acquisition technology (beta): Whitelabelled and configurable web-based app for client acquisition. Soft fact gathering, financial health check, goal setting and need identification. Automated report sent to client on completion.

Onboarding technology (beta): Whitelabelled and configurable Suitability Report builder. Pulls data through from acquisition tool to semi-automate advice process, and produce compliant reports in a fraction of the time (15 mins vs 5 hours).

Servicing technology (next build stage): Tech to semi-automate client servicing, including customer portal

Problem Solved

Clunky tech and manually driven processes mean that Financial Advice businesses are unable to profitably service customers with under £150,000 to invest - yet this represents the biggest market, and one set to grow with the intergenerational wealth transfer of $68Bn globally over 20 years. They need to protect the future of their businesses.

The status quo is paper-based processes (particularly for acquisition), clunky and disjointed tech - leading to significant time spend for advisers to acquire and onboard a client (with large numbers of customer drop off). This in turn leads to high costs for clients and a huge market that want advice but cannot access it.

Revenue Model

We are a SaaS business into the Financial Services industry. Initially we will be purely vertical SaaS, though in the future we see opportunity for expansion into adjacent markets with some of our tools.

Our charging structure is based on licenses, with setup fees and SLAs for larger businesses.

By building our next stage of tech (i.e. servicing technology), we intend to charge per end customer, enabling us to scale quickly.

Exit Strategy
You have to log in or register to see this information.

The Idea

Products & Services

B2B SaaS - software for the financial advice industry.

Acquisition technology (beta): Whitelabelled and configurable web-based app for client acquisition. Soft fact gathering, financial health check, goal setting and need identification. Automated report sent to client on completion.

Onboarding technology (beta): Whitelabelled and configurable Suitability Report builder. Pulls data through from acquisition tool to semi-automate advice process, and produce compliant reports in a fraction of the time (15 mins vs 5 hours).

Servicing technology (next build stage): Tech to semi-automate client servicing, including customer portal

Problem Solved

Clunky tech and manually driven processes mean that Financial Advice businesses are unable to profitably service customers with under £150,000 to invest - yet this represents the biggest market, and one set to grow with the intergenerational wealth transfer of $68Bn globally over 20 years. They need to protect the future of their businesses.

The status quo is paper-based processes (particularly for acquisition), clunky and disjointed tech - leading to significant time spend for advisers to acquire and onboard a client (with large numbers of customer drop off). This in turn leads to high costs for clients and a huge market that want advice but cannot access it.

Revenue Model

We are a SaaS business into the Financial Services industry. Initially we will be purely vertical SaaS, though in the future we see opportunity for expansion into adjacent markets with some of our tools.

Our charging structure is based on licenses, with setup fees and SLAs for larger businesses.

By building our next stage of tech (i.e. servicing technology), we intend to charge per end customer, enabling us to scale quickly.

Exit Strategy
You have to log in or register to see this information.
You have to log in or register to see this information.
You have to log in or register to see this information.
You have to log in or register to see this information.
You have to log in or register to see this information.
You have to log in or register to see this information.
You have to log in or register to see this information.

Location

LONDON