Overview of Transaction

• On July 9, 2018, Moneybox announced it has raised £14 million in a Series B financing round led by Eight Roads
• Existing investors, Oxford Capital Partners and Samos Investments, also participated in this round
• Headquartered in London, U.K., Moneybox provides consumers with an easy way to invest by rounding up everyday purchases to the nearest pound and investing the change
• Moneybox was founded to address the fact that a generation is growing up without the tools, information or confidence needed to build their financial future
• Moneybox’s aim is to provide people with an easy way to start investing, then to continue building their financial future with easy-to-use tools and support
• Since its launch in 2015, Moneybox has helped over 100,000 people begin their investing journey

Significance of Transaction

• Moneybox’s Series B financing brings the total funds raised by the Company up to £21 million, and will enable the Company to further build out its team and deliver a best-in-class customer experience
• Additionally, the Company plans to use the funds to develop new products and more content for its customers

FT Partners' Role

• FT Partners served as exclusive strategic and financial advisor to Moneybox
• This transaction underscores FT Partners' strong domain expertise and successful track record in the WealthTech space