FinovateSpring 2014 / LOYAL3
Presenter Profile:
How they describe themselves: LOYAL3 offers a social technology platform that democratizes the investing process for individual investors and brand aficionados. Using the LOYAL3 Social IPO Platform™, people can invest in IPOs and stocks with small amounts and pay no fees. LOYAL3’s proprietary IPO platform allows companies going public to sell IPO stock to individual investors at the same price as Wall Street. LOYAL3 is democratizing the capital markets by making investing simple and fee-free for the millions that don’t currently invest.
How they describe their product/innovation: The LOYAL3 Social IPO Platform™ opens up IPO access to large numbers of individuals like never before. LOYAL3 partners with pre-IPO companies to give them a way to include consumers, employees, partners, and fans in their IPO. Through LOYAL3, people can start investing in an IPO with just $100 and pay no fees to purchase the IPO stock. LOYAL3’s IPO platform augments and complements the traditional IPO investing process by providing a way for small investors to participate in IPOs at the same price per share and at the same time as Wall Street institutions and their largest customers.
Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts:
Bus. Dev.: Matt Gidney, VP Corporate Marketing & Bus. Dev., matt.gidney@loyal3.com
Press: Courtney Scharff, PR & Social Media Associate, courtney@loyal3.com
Sales: Blake Schneider, VP Operations, blake@loyal3.com
Website: loyal3.com
Twitter: @LOYAL3
HQ: San Francisco, CA
Founded: November 2008
Product Demoed: LOYAL3 Social IPO Platform™
Product Launch: October 2013
Metrics: To date, LOYAL3 has 102 employees and raised more than $60M in funding.
Presenters: Barry Schneider (CEO)
- Key Executives
Barry Schneider (CEO), Stephen Klein (Chief Creative Officer), Bill Blais (EVP), Jack Thrift (CFO), Matt Ho (CTO), Jeff Modisett (Chief Legal Officer), Robin Weiss (SVP Strategic Partnerships), Daniel Garzia (VP Digital Marketing), Matt Gidney (VP Corporate Marketing & Bus. Dev.), Andres Davidovits (VP Experience), Blake Schneider (VP Operations), Ramesh Ragineni (VP Technical Operations), Carl Landauer (General Counsel)
Key Stats
- Key Board Members
Kay Koplovitz, Dixon Doll, Solomon D. “Sol” Trujillo
- Key Advisory Board Members
Kay Koplovitz, Dixon Doll, Solomon D. “Sol” Trujillo
- Key Investors
Barry Schneider (CEO, LOYAL3), Chris Kelly (former Chief Privacy Officer, Facebook), Michael and Gigi Pritzker Pucker
- Key Partnerships
AMC Entertainment Holdings, Santander Consumer USA, Endurance International Group, Kate Spade, DreamWorks Animation SKG
- Key Customers
The LOYAL3 Social IPO Platform™ opens up IPO access to large numbers of individuals like never before. LOYAL3 partners with pre-IPO companies to give them a way to include consumers, employees, partners, and fans in their IPO. Through LOYAL3, people can start investing in an IPO with just $100 and pay no fees to purchase the IPO stock. LOYAL3’s IPO platform augments and complements the traditional IPO investing process by providing a way for small investors to participate in IPOs at the same price per share and at the same time as Wall Street institutions and their largest customers.