GET A PIECE OF IFLIP BY FLIPINVESTOR
Where Protection Meets Performance
iFlip is a simple-to-use investment platform backed by artificial intelligence to grow and protect the wealth of individual investors.
$261,615.83 Raised
REASONS TO INVEST
According to our research, we are one of the first wealth management platforms available to everyday users harnessing the power of A.I. to protect and generate wealth.
The global robo-advisory market is expected to reach $54.15 billion by 2028, growing at a CAGR of 31.84% from 2021-2028.*
Our leadership team of Wall Street and SaaS veterans brings decades of experience at companies such as Deutsche Bank, Solomon Brothers, Infusionsoft, Oracle, and as advisors to numerous Fortune 100 companies.
The Pitch
Giving individuals access to professional-grade investing tools at a fraction of the price
iFlip is an easy-to-use investment platform powered by A.I. and machine learning that democratizes the investing process by providing customers with A.I. backed data they can use to make investments. Founded by a highly experienced team of Wall Street veterans, our goal is to give individuals the same tools as professional investors at a fraction of the price. We protect our customers’ wealth while consistently outperforming the market. After six years of creating best-in-class technology, we are now looking to expand our services, improve user experience, and optimize the iFlip app to help grow our customer base. iFlip is not a registered investment advisor and customers must engage a registered broker-dealer to effect actual trades to replicate SmartFolio trade signal suggestions.
The PrOblem & Our Solution
An investing platform that levels the playing field to help individuals outperform the market and reduce risk
In our view, retail investors lack access to quantitative tools, education, and advanced technology to succeed in the stock market. Robo-advisors often use a simple buy-and-hold investment strategy that does not effectively manage market risk, leaving investors vulnerable to market downturns. Meanwhile, investors who use financial advisors are subject to complicated and expensive fee structures.
iFlip envisions a world in which individuals have access to the same tools and data as Wall Street professionals through our accessible and user-friendly subscription model. To accomplish our goals, we’ve developed SmartFolios: automated baskets of stocks and ETFs actively managed by A.I.
*iFlip does not provide tax, investment, or financial services advice. No representation is being made that the A.I. strategy will or is likely to achieve profits. Diversification and the use of algorithms may help manage risk, however it does not assure a profit, or protect completely against losses, in a down market.
*iFlip is not a registered investment advisor. Customers can either manually enter trades based on SmartFolio suggestions or request that their broker-dealer allow for automated entry of the SmartFolio suggestions.
iFlip is providing customers with information they can use to make their own investment decisions and is not providing investment advice.
We are one of the first platforms using A.I. to actively manage portfolios, assess risk, and predict outcomes. Our model includes several revenue generators, including monthly software subscriptions for users, subscriptions through advisory and custodial channels, and our upcoming broker dealer services.
The Market & our traction
A leading platform in a fast-growing market
The global robo-advisory market was valued at $4.51 billion in 2020 and is expected to reach $54.15 billion by 2028, growing at a CAGR of 31.84% from 2021-2028 (Source). The increasing demand for automated investment solutions and the growing adoption of A.I. and machine learning technologies are driving this growth.
Enthusiastic investors have pledged over $4 million to iFlip in our initial seed round. With over $2 million invested in our Series A round, we are ready to open up this investment opportunity to the investing public.
The press and media have already caught on, covering our work in the following publications:
- How Artificial Intelligence Helped iFlip Save Investor Returns During The 2020 Market Crash (Benzinga, May 8, 2020)
- iFlip Review: Make Your Money Work For You (MoneyMade, March 21, 2022)
- iFlip Launches Unprecedented Mobile AI Wealth Management Experience (Markets Insider, January 23, 2020)
*The above testimonials may not be representative of the opinions or of the experiences of other users and is not a guarantee of future performance or success.
WHy Invest
Building a brighter financial future for all
*Customers can interface their broker-dealer with SmartFolios to allow for real-time trades using SmartFolio suggestions. The broker-dealer has the complete discretion if and when to disable orders generated by way of the interface for the select customer or all customers using the interface.
The financial services world has yet to experience democratization to the extent of many other industries. By continuing to grow our services and product offerings, we can change the investing landscape for everyone.
First, we plan to integrate B2B capabilities, allowing independent registered investment advisors (RIA) to use our platform to manage their clients' money. We also plan to continue our international expansion and increase our partnerships with IRA custodial companies, RIAs, and even social media influencers.
Join us as we bring the financial services industry into the future.
ABOUT
HEADQUARTERS
9332 N 95th Way B109
Scottsdale, AZ 85258
WEBSITE
View Site
iFlip is a simple-to-use investment platform backed by artificial intelligence to grow and protect the wealth of individual investors.
TEAM
Sidney Kelly Korshak
CIO, Board Member, and Corporate Secretary
His strategy to investing is built around the approach that mathematical algorithms produce superior risk / reward in the stock market. This algorithmic intelligence (AI) approach led him to retire from Wall Street with his family in Arizona to start up his own company “Flip Investor”.
His dream is to empower all individuals to grow their wealth through AI investment technology.
Randy Tate
CEO and Board Member
For the last 10+ years he has trained thousands of employees and business owners on how to build leadership teams, market effectively, grow sales and build sustainable growth in their companies.
His passion for technology led him to one of the fastest growing software companies called Infusionsoft, which peaked with over 150,000 software users. As the VP of Business Training for customers, he developed and oversaw the expansion of the Elite Business Education curriculum program.
Since then he has led as the co-founder and CEO of Flip Investor Inc., a SAAS Financial Technology Company. His passion is to empower all individuals to grow their wealth for the future through the use of AI investing technology.
Jeffrey Wayne Hayzlett
Board Member
He is a global business celebrity, speaker, best-selling author, and Chairman of C-Suite Network, home of the world’s most trusted network of C-Suite leaders. Hayzlett is a well-traveled public speaker, former Fortune 100 CMO, and author of four best-selling business books: The Hero Factor, Think Big, Act Bigger: The Rewards of Being Relentless, Running the Gauntlet and The Mirror Test.
Hayzlett is one of the most compelling figures in business today and an inductee into the NSA’s Speaker Hall of Fame.
As a leading business expert, Hayzlett is frequently cited in Forbes, SUCCESS, Mashable, Marketing Week and Chief Executive, among many others. He shares his executive insight and commentary on television networks like Bloomberg, MSNBC, Fox Business, and C-Suite TV. Hayzlett is a former Bloomberg contributing editor and primetime host, and has appeared as a guest celebrity judge on NBC’s Celebrity Apprentice with Donald Trump for three seasons.
He is a turnaround architect of the highest order, a maverick marketer and c-suite executive who delivers scalable campaigns, embraces traditional modes of customer engagement, and possesses a remarkable cachet of mentorship, corporate governance, and brand building. Jeffrey Hayzlett spends approximately 5 hours per week working for iFlip.
Doug Adams
COO
He has a passion for developing talent and building high performing teams. Most recently as a Senior VP at FusionStorm, he helped grow the company from $440mm to over $1bb in sales and improve profitability 1500% (15x) over 7 years. Prior to that he was at Oracle for 14 years where he served as a Vice President in their North America Consulting Division.
He had responsibility for a variety of software and technology practices with a team of over 400 consultants. He has also held leadership positions at IBM and Andersen Consulting (Accenture), and holds a BS degree from Cal Poly, San Luis Obispo in Industrial Engineering.
Rob Simone
CGO
Successful founder of 3 marketing/content startups.
18+ years in financial/fintech marketing and customer acquisition experience. Consultant to Fortune 100 companies, including JP Morgan, Morgan Stanley and Cigna
TERMS
iFlip by FlipInvestor
Overview
PRICE PER SHARE
$0.59
DEADLINE
Dec. 27, 2023 at 7:59 AM UTC
VALUATION
$27.63M
FUNDING GOAL
$10k - $1.23M
Breakdown
MIN INVESTMENT
$499.73
MAX INVESTMENT
$1,234,999.80
MIN NUMBER OF SHARES OFFERED
16,949
MAX NUMBER OF SHARES OFFERED
2,093,220
OFFERING TYPE
Equity
ASSET TYPE
Common Stock
SHARES OFFERED
Common Stock
Maximum Number of Shares Offered subject to adjustment for bonus shares
*Maximum number of shares offered subject to adjustment for bonus shares. See Bonus info below.
Voting Rights of Securities Sold in this Offering
Voting Proxy. Each Subscriber shall appoint the Chief Executive Officer of the Company (the “CEO”), or his or her successor, as the Subscriber’s true and lawful proxy and attorney, with the power to act alone and with full power of substitution, to, consistent with this instrument and on behalf of the Subscriber, (i) vote all Securities, (ii) give and receive notices and communications, (iii) execute any instrument or document that the CEO determines is necessary or appropriate in the exercise of its authority under this instrument, and (iv) take all actions necessary or appropriate in the judgment of the CEO for the accomplishment of the foregoing. The proxy and power granted by the Subscriber pursuant to this Section are coupled with an interest. Such proxy and power will be irrevocable. The proxy and power, so long as the Subscriber is an individual, will survive the death, incompetency and disability of the Subscriber and, so long as the Subscriber is an entity, will survive the merger or reorganization of the Subscriber or any other entity holding the Securities. However, the Proxy will terminate upon the closing of a firm-commitment underwritten public offering pursuant to an effective registration statement under the Securities Act of 1933 covering the offer and sale of Common Stock or the effectiveness of a registration statement under the Securities Exchange Act of 1934 covering the Common Stock.
Loyalty Bonus | 5% Bonus Shares
As you are a Previous Investor, Current Subscription Holder, or Trusted Partner of FlipInvestor, Inc., you are eligible for additional bonus shares.
Time-Based Perks
Friend and Family
Invest $499 within the first 3 days and receive 15% bonus shares.
Super Early Bird
Invest $499 within the first 7 days and receive 10% bonus shares.
Early Bird Bonus
Invest $499 within the first 14 days and receive 5% bonus shares.
Volume-Based Perks
Protection Package
Invest $500+ and receive an invitation to Private Investor Group.
Wealth Builder Package
Invest $1,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event (you and spouse).
Premium Package
Invest $5,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event (you and spouse), 3 months free iFlip platform subscription + 3% bonus shares.
Wall Street Package
Invest $10,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event (you and spouse), 6 months free iFlip platform subscription + 5% bonus shares + 1-hour phone call with CEO.
Elite Package
Invest $25,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event (you and spouse), a 1-year free subscription, Private Smartfolio Investing Setup with Kelly for your new account + 10% bonus shares + a 1-hour phone call with CEO.
Warren Buffet Package
Invest $50,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event(you and spouse), 1-year free subscription, Private Smartfolio Investing Setup, Private Dinner at Bullet Proof event with the Founders + 15% bonus shares + 1 hour CEO call.
The 10% StartEngine Owners' Bonus
FlipInvestor, Inc. will offer 10% additional bonus shares for all investments that are committed by investors that are eligible for the StartEngine Crowdfunding Inc. OWNer's bonus.
This means eligible StartEngine shareholders will receive a 10% bonus for any shares they purchase in this offering. For example, if you buy 100 shares of Common Stock at $0.59/ share, you will receive 110 shares of Common Stock, meaning you'll own 110 shares for $100. Fractional shares will not be distributed and share bonuses will be determined by rounding down to the nearest whole share.
This 10% Bonus is only valid during the investors eligibility period. Investors eligible for this bonus will also have priority if they are on a waitlist to invest and the company surpasses its maximum funding goal. They will have the first opportunity to invest should room in the offering become available if prior investments are canceled or fail.
* In order to receive perks from an investment, one must submit a single investment in the same offering that meets the minimum perk requirement. Bonus shares from perks will not be granted if an investor submits multiple investments that, when combined, meet the perk requirement. All perks occur when the offering is completed.
**Crowdfunding investments made through a self-directed IRA cannot receive non-bonus share perks due to tax laws. The Internal Revenue Service (IRS) prohibits self-dealing transactions in which the investor receives an immediate, personal financial gain on investments owned by their retirement account. As a result, an investor must refuse those non-bonus share perks because they would be receiving a benefit from their IRA account.
***Investors will receive the highest single bonus they are eligible for among the bonuses based on the amount invested and time of offering elapsed (if any). Eligible investors will also receive the Owner’s Bonus and the Loyalty Bonus in addition to the aforementioned bonus.
Irregular Use of Proceeds
The Company will not incur any irregular use of proceeds.
ALL UPDATES
REWARDS
10%
Stack Owner's Bonus & Rewards!
Members get an extra 10% shares in addition to rewards below!
Owner’s Bonus
Owner’s Bonus Members earn 10% bonus shares on top of this and all eligible investments for an entire year. Not a member? Sign up at checkout ($275/year).
$500
Protection Package
Invest $500+ and receive an invitation to Private Investor Group
$1,000
Wealth Builder Package
Invest $1,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event (you and spouse).
$5,000
Premium Package
Invest $5,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event (you and spouse), 3 months free iFlip platform subscription + 3% bonus shares.
$10,000
Wall Street Package
Invest $10,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event (you and spouse), 6 months free iFlip platform subscription + 5% bonus shares + 1-hour phone call with CEO.
$25,000
Elite Package
Invest $25,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event (you and spouse), a 1-year free subscription, Private Smartfolio Investing Setup with Kelly for your new account + 10% bonus shares + a 1-hour phone call with CEO.
$50,000
Warren Buffet Package
Invest $50,000+ and receive Free VIP Ticket to Any Upcoming Bullet Proof Investing Event(you and spouse), 1-year free subscription, Private Smartfolio Investing Setup, Private Dinner at Bullet Proof event with the Founders + 15% bonus shares + 1 hour CEO call.
JOIN THE DISCUSSION
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Theodore Lyons
2 months ago
Hi there, a) What is your most recent monthly burn rate? b) What is your most recent monthly cash on hand? c) Are you raising a parallel angel or VC round simultaneously? If yes, who is investing in this round?
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chad demoss
2 months ago
I'm confused at the top it says "iFlip is not a registered investment advisor and customers must engage a registered broker-dealer to effect actual trades to replicate SmartFolio trade signal suggestions." then below in reply to a question you say " After a SmartFolio is chosen, our A.I. will begin to execute trades on the behalf of the user. " So my question is does the AI manage my portfolio by making trades for me or do I just get alerts recommending me to buy or sell and I have to go make the trades?
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Richard Koch
2 months ago
Does the customer deposit an investment amount and then declare a risk tolerance or timeframe until retirement and the AI maximizes performance in the background? Is the idea that the customer would then sit back and watch the AI manage the market basket of funds (that the AI would select as appropriate) that match the investor's parameters?
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LD Freeman
2 months ago
Hi, innovative product and good use case for AI. Questions: 1. Why did revenue decrease from 2021 to 2022? 2. Do you have a white paper that shows your year-by-year return compared to SP500 for the three models (conservative, moderate, aggressive) deployed. 3. While the service is certainly affordable, it doesn't make economical sense for some investing the $500 minimal. As that's $84/year, when the market averages ~10% (or $50/year). Have you considered a free trial for the entry level customer?
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HOW INVESTING WORKS
Cancel anytime before 48 hours before a rolling close or the offering end date.
WHY STARTENGINE?
REWARDS
We want you to succeed and get the most out of your money by offering rewards and memberships!
SECURE
Your info is your info. We take pride in keeping it that way!
DIVERSE INVESTMENTS
Invest in over 200 start-ups and collectibles!
FAQS
Crowdfunding
With Regulation A+, a non-accredited investor can only invest a maximum of 10% of their annual income or 10% of their net worth per year, whichever is greater. There are no restrictions for accredited investors.
With Regulation Crowdfunding, non-accredited investors with an annual income or net worth less than $124,000, are limited to invest a maximum of 5% of the greater of those two amounts. For those with an annual income and net worth greater than $124,000, he/she is limited to investing 10% of the greater of the two amounts.
At the close of an offering, all investors whose funds have “cleared” by this time will be included in the disbursement. At this time, each investor will receive an email from StartEngine with their Countersigned Subscription Agreement, which will serve as their proof of purchase moving forward.
Please keep in mind that a company can conduct a series of “closes” or withdrawals of funds throughout the duration of the campaign. If you are included in that withdrawal period, you will be emailed your countersigned subscription agreement and proof of purchase immediately following that withdrawal.
StartEngine assists companies in raising capital, and once the offering is closed, we are no longer involved with whether the company chooses to list shares on a secondary market, or what occurs thereafter. Therefore, StartEngine has no control or insight into your investment after the close of the live offering. In addition, we are not permitted to provide financial advice. You may want to contact a financial professional to discuss possible investment outcomes.
For Regulation Crowdfunding, investors are able to cancel their investment at any point throughout the campaign up until 48 hours before the closing of the offering. Note: If the company does a rolling close, they will post an update to their current investors, giving them the opportunity to cancel during this timeframe. If you do not cancel within this 5-day timeframe, your funds will be invested in the company, and you will no longer be able to cancel the investment. If your funds show as ‘Invested’ on your account dashboard, your investment can no longer be canceled.
For Regulation A+, StartEngine allows for a four-hour cancelation period. Once the four-hour window has passed, it is up to each company to set their own cancelation policy. You may find the company’s cancelation policy in the company’s offering circular.
Once your investment is canceled, there is a 10-day clearing period (from the date your investment was submitted). After your funds have cleared the bank, you will receive your refund within 10 business days.
Refunds that are made through ACH payments can take up to 10 business days to clear. Unfortunately, we are at the mercy of the bank, but we will do everything we can to get you your refund as soon as possible. However, every investment needs to go through the clearing process in order to get sent back to the account associated with the investment.
Both Title III (Regulation Crowdfunding) and Title IV (Reg A+) help entrepreneurs crowdfund capital investments from unaccredited and accredited investors. The differences between these regulations are related to the investor limitations, the differing amounts of money companies are permitted to raise, and differing disclosure and filing requirements. To learn more about Regulation Crowdfunding, click here, and for Regulation A+, click here.
Ben Zamora
a month ago
What happened with Zinvest Financial Service
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