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Pattern
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== Summary == After years working as the Chief Compliance Officer and Chief Operations Officer (CCO/COO) for various fintech unicorns (e.g., Cash App Investing, Acorns), Christian Maynard-Phillip embarks on a new journey, leveraging technologies and her observations of customers' unmet needs to found her own financial management company. Meet Pattern, a modern approach to wealth management that combines holistic financial planning, and all the functional benefits of a robo-advisor, with access to a high-quality team of wealth management professionals. Starting its build in late 2020, Pattern has already accomplished major milestones, including gaining approval for its own Broker-Dealer and Transfer Agents, meanwhile signing 10 corporate partners. This is a special purpose vehicle to invest in the Seed Round for Pattern, with $1.5M already raised to date from top funds and strategic investors like Bain Capital Scout Fund. Investment highlights (provided by the Company as of May 2022): * Founder was previously CCO/COO of two companies acquired by Acorns & Square * Founder was also previously CCO of Cash App Investing * Unique market positioning with large addressable market * Signed partnership contracts with 10 corporates, with 25+ in pipeline * Pattern already built an approved broker dealer and transfer agent * Backed by 25 Madison, UpHonest Capital, Bain Capital Ventures and Gaingels
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