I had worked extensively with this client in the past. He was preparing for a big pitch for potential investors. He asked if I would do two things: 1) Provide feedback on the overall flow and strength of his business plan and 2) Proofread and edit the plan before he distributed it to investors.

I provided both elements he had requested within his preferred time frame, so that he was completely confident about the strength of his plan and concept when he delivered his pitch. His review stated:

⭐️⭐️⭐️⭐️⭐️ "Excellent work!! Dan is a very reliable editor!!!"

Here is the first portion of that edited plan:

                                                                               Executive Summary

Introduction  

Eyeball is revolutionizing the way people consume financial information. This is an era overwhelmed by digital noise and unreliable advice. Eyeball stands out as a beacon of clarity and trustworthiness. This platform tackles two significant issues: the complexity of reliable, long-form financial guidance and the abundance of quick but misleading information on social media.

Eyeball transforms the way financial information is consumed. The rigorous, comprehensive insights typically found in trusted sources like Bloomberg or Motley Fool are distilled into easily digestible, 59-second, TikTok-style videos.

Eyeball is not just another platform – it's a transformative force for financial literacy in the digital age. Eyeball cuts through the digital noise to offer a platform where users can find curated, bite-sized financial wisdom. Eyeball does more than just deliver content, through the introduction of an additional and unprecedented feature to the financial sector. Users on the platform can directly connect One-on-One with influencers to get personalized financial guidance. The initial focus is on retail investors, and there is addressable market of 160 million Americans engaged in financial activities.

Eyeball initially targets the dynamic and tech-savvy Millennials and Gen Z, who are rapidly becoming a significant force in the financial markets. In addition, its services are designed for a universal audience, aligning with an expansive TAM of 160 million Americans.

Vision

The vision of Eyeball is to become the comprehensive financial hub specifically tailored for the needs of modern, savvy investors. Current features include live feed and One-on-One connections with vetted financial influencers and experts, which will redefine how people engage with financial information.

The initial focus is to provide users with the tools to navigate financial markets and make informed investment decisions. The platform cuts through the unvetted and misleading information that often clouds investment choices.

In subsequent phases, the UI design of Eyeball will includes the integration of cutting-edge AI technology to further refine the services provided. This AI will vet information, make projections, and provide increasingly accurate and valuable insights. As technology advances, so will Eyeball, evolving into the ultimate financial resource for the average investor.

Eyeball Platform

Eyeball believes that everyone deserves to know, understand, participate in, and benefit from the opportunities offered by stocks, cryptocurrencies and more.

The Eyeball experience is an all-in-one education universe, advisory platform, and creator marketplace, designed to make the world of investing more accessible, engaging, digestible, and actionable to everyone—from the newbie to the pro.  The platform will promote fair access and wise trading, “widening the road to riches,” so more people find their way to wealth.

The Eyeball platform combines the video format of TikTok, the teacher credibility of Masterclass, the intuitive ease of Robinhood, and the marketplace trust of Amazon. Eyeball has a goal to be the world’s most sincere and effective digital financial engaging platform.

Eyeball will be the only social platform to focus on enriching users’ knowledge to the point where they can take confident action. That knowledge will range from being delivered in vertical, short-form, shareable, mobile-first short videos, to One-on-One Sessions with experts which users can consume anytime, anywhere and come away with clarity. Eyeball will start with finance and investing, and proceed to disrupt sector after sector in the marketplace through immersive, targeted, actionable learning.

Market Opportunity

The economic landscape is shifting, showing a surge in financial activity across all age groups. Younger generations like Millennials and Gen Z are entering the market at unprecedented rates, but Eyeball's platform is universally designed. It will serve the entire spectrum of 160 million Americans engaged in financial activities, regardless of their generational demographic.

SAM = 80 million people (50% of 160 million)

The financial advisory market is demonstrating robust growth.  Projections estimate the global worth of this market to reach $122 billion by 2030 (CAGR 4.5%). This trend is amplified in the broader wealth management market, growing at a rate of 10.7% each year, and  expected to reach $3.43 trillion by 2030. 

The need for trustworthy financial guidance has never been more critical, as the monumental shift in wealth distribution continues. Eyeball revolutionizes the delivery of dependable information by transforming long-form content from trusted sources into easily digestible, 59-second FinFluence video snippets. Eyeball enriches this unique platform by offering the option for one-on-one consultations with vetted financial influencers. This positions Eyeball to seize a substantial market share in the burgeoning financial advisory industry.

Competition

There are a plethora of platforms which offer financial information and investment opportunities. None of those outlets deliver a comprehensive, reliable, and engaging experience that can cater to a wide range of investors. Current platforms often sit at either end of the spectrum—entertaining yet misleading, like TikTok, or informative but dull, like traditional financial news sources such as Bloomberg.

Robinhood, as an exchange platform, might provide some essential services but lacks validation and engagement. Educational sites like Masterclass offer expertise but miss the interactive element that keeps users engaged.

Eyeball bridges this gap with an innovative approach termed "edutaining." The platform offers curated 59-second video clips, which provide valuable financial insights in a format that is both informative and engaging. The live feed is full of vetted content from financial experts, to ensure that users receive trustworthy information.

Eyeball goes a step further. If users find an influencer they trust, they can deepen that relationship through One-on-One Sessions for a consultation, and get personalized advice tailored to their financial goals. This makes Eyeball a unique and complete financial ecosystem, designed to entertain, educate, and empower.

Management Team

Eyeball was founded by Volvie Brown, who is currently recruiting a strong team with extensive experience in social networks, Fintech and the investment markets.

Current Status

a)     Concept – The concept for Eyeball was identified by Volvie Brown during 2022, as he extensively observed the patterns of investment behavior of younger people. He saw the outcomes of their poor investment strategies and decisions, which were mostly based on inadequate knowledge, and a lack of understanding the financial markets.

b)    Development – By utilizing a dedicated and expert team, the Eyeball platform is  actively progressing with development, and targeting a commercial launch in Q1 2024.

c)     Validation – Market feedback gained by observing the operations of YouTube and TikTok supports the Eyeball approach.

d)    Investment – Eyeball has been personally financed by Volvie Brown to this point, but now is seeking investment of $17 million to complete development and initiate a commercial launch.

Business Strategy

The Eyeball strategy focuses on finance and investment, and will build and expand the user base, with a target of reaching 18 million users within the first five years.  Initially, the focus will be on the U.S. and possibly other English-speaking markets. As the business expands, coverage will be expanded to other major international markets.

Eyeball will source high quality content, primarily short videos, to optimize appeal to the investor audience and ensure frequent use. This will provide users with the amount of information they need to optimize their use of the content. At the same time, the platform will recruit a significant number of financial and investment experts to be the source of premium content, which will be available for users either by viewing videos or participating in group or One-on-One Sessions.

Eyeball's initial market penetration strategy will focus on the U.S., and tap into the younger demographics' familiarity with technology to gain rapid traction. The overall business strategy and content development are geared towards scaling up to serve the broader market, reflecting the TAM of 160 million Americans across all age groups, which will ensure inclusive financial empowerment across the marketplace.