2HandLoop Investor Pitch Deck

[Virtual Presenter] Opening: 2HandLoop is a managed consignment marketplace for second-hand women’s casual fashion in Hanoi. The core bet is that better information and lower seller effort can make unique garments easier to buy and resell. All financial figures in this deck are projections or assumptions from the venture report, not validated operating results..

[Audio] The report frames this as an information and operations problem. Buyers cannot reliably assess fit or condition remotely, while sellers face substantial effort for each individual item. The percentages in the report's customer-research tables are explicitly illustrative placeholders and are intentionally not presented here as proven findings..

[Audio] Walk through the five-step managed consignment process. AI is used for repetitive information work, not as the final judge of condition or fit. FitMatch is a rules-and-measurements score with an AI-generated explanation in the MVP, not a trained predictive model and never a guarantee..

[Audio] Public context cited in the report: Vietnam e-commerce was approximately US$31 billion in 2025, and fashion/accessories represented about 28% of tracked marketplace GMV. The report intentionally does not calculate TAM or SAM because a verified population-by-spend dataset is not available. The initial serviceable launch is Hanoi women aged 19–27 buying online fashion..

[Audio] The competitor analysis in the report identifies informal thrift sellers, peer-to-peer groups, curated boutiques, and large fashion platforms. 2HandLoop positions itself between cheap but inconsistent informal listings and trusted but small/manual curation. The matrix is a strategic illustration, not a measured competitor score..

[Audio] Revenue comes from a 32% commission on the sold item price. At the assumed VND 420,000 average GMV, platform revenue is VND 134,400 per sold item. The model deliberately avoids buying inventory. Commission acceptance is an open question, and the report recommends testing 28% versus 32% with sellers..

[Audio] The base-case economics are projections. VND 420,000 item GMV produces VND 134,400 platform revenue at a 32% take rate. Reported variable operating costs total VND 62,000, leaving VND 72,400 contribution before buyer acquisition. With target CAC of VND 50,000, first-order contribution after acquisition is VND 22,400 before fixed costs. CLV/CAC of 3.48 assumes 2.4 lifetime orders and must not be presented as measured retention..

[Audio] The report proposes a VND 100 million launch budget, but explicitly says it is a cap, not a requirement to spend. Buyer paid acquisition is VND 25 million, seller acquisition VND 8 million, creators/content VND 7 million, pop-up events VND 6 million, website/payment setup VND 10 million, AI/tools VND 5 million, inspection/photo setup VND 9 million, courier/returns float VND 12 million, and contingency VND 18 million. This slide groups some categories visually; the original allocation details are in the speaker notes and should be used if discussing exact amounts..

[Audio] The report's validation plan is illustrative, not completed research. The first real validation milestone is to process actual items and transactions. The management launch gate is at least 40% 30-day sell-through and at most 12% return rate across the first 300 sold items. Disconfirming metrics include sell-through below 25% after 500 items have had a full 30-day window, returns above 15% across 100+ delivered orders, buyer CAC above VND 70,000 for three consecutive weeks, or fewer than half of qualified sellers accepting a 32% commission..

[Audio] Close with the proposed VND 100 million launch envelope from the report. The investment case is an experiment with explicit stop/go criteria, not a claim that the model is already validated. Clarify whether this is an actual fundraising ask, a course-project budget, or a hypothetical investment request before presenting externally. Replace all illustrative research placeholders with real results and verify public market figures and legal references before investor circulation..