GET A PIECE OF IFLIP BY FLIPINVESTOR
iFlip is a simple-to-use investment platform backed by artificial intelligence to grow and protect the wealth of individual investors.
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
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
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
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:
*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
*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.
iFlip is a simple-to-use investment platform backed by artificial intelligence to grow and protect the wealth of individual investors.
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.
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
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.
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).
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.
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Cancel anytime before 48 hours before a rolling close or the offering end date.
We want you to succeed and get the most out of your money by offering rewards and memberships!
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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.
Important Message
IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. INVESTMENTS ON STARTENGINE ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT.
www.StartEngine.com is a website owned and operated by StartEngine Crowdfunding, Inc. (“StartEngine”), which is neither a registered broker-dealer, investment advisor nor funding portal.Unless indicated otherwise with respect to a particular issuer, all securities-related activity is conducted by regulated affiliates of StartEngine: StartEngine Capital, LLC, a funding portal registered here with the US Securities and Exchange Commission (SEC) and here as a member of the Financial Industry Regulatory Authority (FINRA), or StartEngine Primary, LLC, a broker-dealer registered with the SEC and FINRA / SIPC . You can review the background of our broker-dealer and our investment professionals on FINRA’s BrokerCheck here. StartEngine Secondary is an alternative trading system regulated by the SEC and operated by StartEngine Primary, LLC, a broker dealer registered with the SEC and FINRA. StartEngine Primary, LLC is a member of SIPC and explanatory brochures are available upon request by contacting SIPC at (202) 371-8300.Investment opportunities posted and accessible through the site are of three types:
1) Regulation A offerings (JOBS Act Title IV; known as Regulation A+), which are offered to non-accredited and accredited investors alike. These offerings are made through StartEngine Primary, LLC (unless otherwise indicated). 2) Regulation D offerings (Rule 506(c)), which are offered only to accredited investors. These offerings are made through StartEngine Primary, LLC. 3) Regulation Crowdfunding offerings (JOBS Act Title III), which are offered to non-accredited and accredited investors alike. These offerings are made through StartEngine Capital, LLC. Some of these offerings are open to the general public, however there are important differences and risks.
Any securities offered on this website have not been recommended or approved by any federal or state securities commission or regulatory authority. StartEngine and its affiliates do not provide any investment advice or recommendation and do not provide any legal or tax advice with respect to any securities. All securities listed on this site are being offered by, and all information included on this site is the responsibility of, the applicable issuer of such securities. StartEngine does not verify the adequacy, accuracy or completeness of any information. Neither StartEngine nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind whatsoever related to the adequacy, accuracy, or completeness of any information on this site or the use of information on this site. See additional general disclosures here.By accessing this site and any pages on this site, you agree to be bound by our Terms of use and Privacy Policy, as may be amended from time to time without notice or liability.Canadian Investors Investment opportunities posted and accessible through the site will not be offered to Canadian resident investors. Potential investors are strongly advised to consult their legal, tax and financial advisors before investing. The securities offered on this site are not offered in jurisdictions where public solicitation for offerings is not permitted; it is solely your responsibility to comply with the laws and regulations of your country of residence.
California Investors Only – Do Not Sell My Personal Information(800-317-2200). StartEngine does not sell personal information. For all customer inquiries, please write to contact@startengine.com.
StartEngine’s Reg A+ offering is made available through StartEngine Crowdfunding, Inc. This investment is speculative, illiquid, and involves a high degree of risk, including the possible loss of your entire investment. For more information about this offering, please view StartEngine’s offering circular and risk associated with this offering.StartEngine Marketplace
The availability of company information does not indicate that the company has endorsed, supports, or otherwise participates with StartEngine.
None of the information displayed on or downloadable from www.startengine.com (the any security. It also does not constitute an offer to provide investment advice or service. any security. It also does not constitute an offer to provide investment advice or service. any security. It also does not constitute an offer to provide investment advice or service. StartEngine does not (1) make any recommendations or otherwise advise on the merits or advisability of a particular investment or transaction, or (2) assist in the determination of fair value of any security or investment, or (3) provide legal, tax, or transactional advisory services.
All investment opportunities are based on indicated interest from sellers and will need to be confirmed.
Investing in private company securities is not suitable for all investors. An investment in private company securities is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. Each investment also carries its own specific risks, and you should complete your own independent due diligence regarding the investment. This includes obtaining additional information about the company, opinions, financial projections, and legal or other investment advice. Accordingly, investing in private company securities is appropriate only for those investors who can tolerate a high degree of risk and do not require a liquid investment.
StartEngine Marketplace (“SE Marketplace”) is a website operated by StartEngine Primary, LLC (“SE Primary”), a broker-dealer that is registered with the SEC and a member of FINRA and the SIPC. (“SE Marketplace”) is a website operated by StartEngine Primary, LLC (“SE Primary”), a broker-dealer that is registered with the SEC and a member of FINRA and the SIPC. (“SE Marketplace”) is a website operated by StartEngine Primary, LLC (“SE Primary”), a broker-dealer that is registered with the SEC and a member of FINRA and the SIPC.
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