2. Problem
• Financial Advisors, CPAs, and Lawyers waste serious time and money using
dinosaur technologies for finding clients.
• Small Business Owners don’t have a reliable way of finding financial advisors
and other professionals that are high-quality, vetted and verified.
3. Solution
• A mobile platform where Financial
Advisors, CPAs, and Lawyers can
network with Small Business Owners
and help each other grow their
businesses.
5. Market Size
• 97% of all businesses in America are small or micro (≤250 employees)
• 210,190 financial advisors are employed in the United States right now.
• 1,512,660 accountants are employed in our country right now.
• 657,170 lawyers are employed in the US as of today.
• Sources: US Department of Labor Statistics, 99Firms
6. Business Model
• We charge Financial Advisors, CPAs, and Lawyers monthly subscriptions
starting at $300/month.
• These professionals only need 2-3 leads per month to justify the expense.
• Small business owners get in for free.
7. Underlying Magic
● We’ll use Deep Learning Algorithms to connect Financial Advisors to Small
Business Owners!
Source: iStockPhoto
9. Go-to Market
• In the next twelve to eighteen months, we’re designing, building, and testing
our revolutionary app using cutting edge tools, technologies, and software
development strategies.
• Then we’ll spend the next fourteen months traveling the country launching our
product.
11. Traction/Milestones
• Filed for LLC in Aug 2020
• Completed Market Research Jan 2021
• Completed Marketing Plan Feb 2021
• Completed Business Plan Mar 2021
• Started Friends & Family Funding Mar 2021
• Looking to have fully funded in 3-6 months
12. Fundraising Information
• Looking for two types of investments: stocks and bonds
• Two options for investment dollars: operations and salary
• If salary is paid in advance, we need a total of $2M
• If salary is set aside in payables accounts, we need at least $50k
• By year six we believe with a nominal user base we’ll have $1M in profit
• By year seven that will go up to $2M which will be break even for the $2M investor