1. Base Portfolio
“The world’s most trusted platform for insurance policy purchases and management”
Build – Measure – Learn

2. Our Venture Team Kieran Zhenhua Brayden
Insurance Broker: Property and Casualty,
CAIB, SAP B1, Programming Fundamentals
Backend Dev: Ruby, Javascript, SQL, PHP,
HTML5, CSS3, Python, Java
Software Enigneer: Full-stack,
Product Manager, Designer

3. Problem Insurance Distribution Puzzle Insurance Distribution Solution
Application Inefficiencies
Paper and digital applications from multiple companies are confusing and waste time
Policy Administration Is Archaic
It can take weeks to receive coverage documents
Encrypted information to help
protect against cyber threats
Secure
Communication Discrepancies
Multiple touch points causes inefficiencies and coverage issues
Information is stored and easily accessed from anywhere
Cloud Storage
Access for all stakeholders and third-party developers
Platform Model And Mobile
Scalable to grow with a global economy and IOT technologies.
Global Access To IOT
Servicing Delays
Insurers, brokers and claims adjusters have trouble meeting clients service expectations.
All communication easily managed in one place
Centralized Communication
All information is collected and used for the benefit of the digital community
Analytics and Big Data

4. Our Platform Eliminating the insurance application:
Consumer owns their information
Ability to update information as needed
Understand exactly what is being covered

5. Customer Profile
Base Portfolio Is targeting the Commercial Real Estate Market as our primary consumer.
Target just over 1% of Canadian commercial Insurance market: $37.3 Million
Created platform for validation
Looking for backing and deployment
Identifying prospects and channel partners
Validate go-to-market strategy
Bring on first customers

6. Market Data Analysis
83% of insurers expect platform-based business models to become part of their growth strategy in 3 years*
67% would buy from organizations other than insurers. *
35% open to providing access to their personal data to save on insurance*
71% of insureds ready to buy insurance online**
25% of consumers would buy more insurance if they were better engaged. * **
***

7. Our Market Opportunity
$11.2 Billion in Revenue (Canada only)*
30% or $3.54 billion in commercial insurance
12,480 Businesses – 14,005 by 2020*
52% of Revenues for compensation expenses –
(Payroll and Benefits)*
Averaging 4.6% – 14% Year over year growth
22.7% Average Brokerage Pre-tax Profit
(under $1.25Mil revenue)**
Soon 25% of insurance industry employees
will be within five to ten years of retirement.*** z
*IBIS World
** IIABA Best Practices
***

8. Business Model & Key Metrics
In order to develop and ecosystem we need to give secure access to other Insurtech innovators on our platform
Accessible Platform API is Necessary
We Develop security first to ensure our users information is kept private and confidential
Security Is Critical
Utilize information to understand risks better and offer the consumer a better overall experience
BIG Data And Analytics
Need to build mobile with the ability to support IOT technologies
Mobile Access
Insurance commissions and contingency fees will allow us to grow organically.
Self-Sustaining Growth
Utilize developing economies to scale and reduce overhead costs
Global Access

9. Competitors – We are in Distribution/Engagement
Finance Fox
Embroker
Insurance Brokers / Direct Writers
On-demand
Spixii
Knip
PolicyGenius
Enterprise (SaaS)
Insly
Surely
Riskmatch
Mutual (P2P)
Friendsurance
Lemonde
Gaggel
Consensus (Blockchain)
Everledger
Tradle
SmartContract
Experience ( Claim)
360Globalnet
RightIndem
Tractable
Data ( Analytics)
RiskGenius
Quantemplate
Analyze Re

10. Financials
2021
$38,669,463
2020
$15,409,424
2019
$3,252,724
2018
$517,137
2017
$54,674

11. Brayden York – byork@baseportfolio.com
Contact
Brayden York –
Design
Message
Management
Marketing