Maybe
SummaryEdit
Modern financial planning & wealth management.
- Modern financial planning & wealth management platform accessible to all
- Disrupting the $52B+ US financial planning market
- Raised $1.4M in a pre-seed round from 1,000+ investors
ProblemEdit
Financial planning & wealth management is broken
- đą Money should be easyâMoney management & investing are purposefully kept obtuse (the more complicated, the more middlemen are needed).
- đž Incentives are brokenâFinancial services and investment management fees to "help" customers range from thousands to millions.
- đ„ Retirement isn't the goalâConsumers are no longer satisfied with the outcomes of "traditional" retirement, and want to know how to gain financial independence in the prime of their lives.
SolutionEdit
Modern financial planning & wealth management tools accessible to everyone
- âđ« Tools that teachâEmpowerment through software and education
- đ See the futureâSet goals and see the path to reaching financial independence
- đ« No middlemenâInvestment management without the middleman
ProductEdit
Consumer-focused financial management
- Centralized financial, asset, equity, loan, and account management
- Financial independence (retirement) forecasting & planning
- Investment tracking and optimization
- Scenario planning and simulation
- Account performance tracking
- Goal setting and actionable, active money management
TractionEdit
What we've built
- Core Team â CEO, CFO, 3 Engineers, Designer, Content Marketer, and Community Manager
- Net Worth Dashboard â Connect all of your financial accounts and get a complete overview of your entire financial life in one place
- Five Mini-Tools â Low Hanging Fruit Checklist, Freedom Calculator, FOMO Calculator, Bogleheads Growth Calculator, Crypto Index Fund
- Thriving Communities â 10,000-member early access list and active Discord, TikTok, and Twitter engagement.
- Content Marketing Machine â Weekly, in-depth articles on personal finance
CustomersEdit
Maybe is for anyone who wants control over their financial future
Maybe was created to answer consumers' desires for a modern financial suite. In fact, many of our users were already hacking their own tools together. Weâre simply a next logical choice for concerned millennials looking to solve their financial confusions with a modern, technology-focused offering. We arenât a budgeting tool or a simple stock trackerâit's the entire view of your finances and investments that helps clients understand where they've been and where theyâre going.
Business modelEdit
Maybe charges a monthly/annual SaaS fee
- đ° Flat monthly/annual recurring fee for access to a suite of tools
- đ« No assets under management fees. Clear pricing based on feature usage.
- đĄ No harassing the user to upsell on financial services
Maybe utilizes a flat monthly/annual recurring fee for access to our suite of tools.
We provide clear pricing based on feature usage, not assets under management. We wonât be a middleman to other financial upsells like credit cards, insurance, or mortgages. We also will never harass the user to upsell them on financial services.
Weâre intentionally incentivizing ourselves to build an amazing suite of tools worth paying for.
MarketEdit
A multi-billion dollar market, ripe for disruption
Maybe is starting with the $52B+ US financial planning market with a projected 3.5% growth in 2021...a market dominated by over 263,000 financial advisors, which Maybe will replace.
Thatâs just the US marketâwe plan to support users all over the world. Financial management has become increasingly democratized. We believe that all ages and income levels can benefit from methodical, technology-enabled financial advice, not just the wealthy.
CompetitionEdit
Out with the old, in with the new
- đŒ Financial advisorsâIncentivized towards complexity. Use outdated, unnecessarily difficult software with their clients.
- đ SpreadsheetsâDifficult to set up, time-consuming to manage, and ripe for mistakes
- đ€ Robo-advisorsâDonât solve the issue of financial literacy. Youâre still left unempowered and overcharged for asset management fees.
Vision and strategyEdit
Maybe will launch the tools needed to visualize financial futures
- We're offering a holistic approach to financial management.
- Accounting for things like income, savings, returns, inflation, historical data and time, we believe we can show customers whatâs financially possible when they ask âMaybe?â about their finances.
- Using this round of funding, weâll be able to start answering the maybeâs of their life with our suite of financial planning & wealth management tools.
FundingEdit
Raising $2M in SAFE
Using this round of funding, weâll be able to start answering the âmaybesâ of life with our suite of financial planning and wealth management tools. We have a $10M valuation cap.
We previously raised a $1.4M pre-seed round via Republic Reg CF, AngelList RUV and the founder.
FoundersEdit
Josh Pigford
Co-Founder & CEO
Building software companies for over 15 years, most recently as the founder & CEO of Baremetrics (sold 2020).
Travis Woods
Co-Founder & CFO + CFP & CFA
10+ years as a CFP and CFA, building financial plans and investment strategies for clients of all sizes and stages of life.
Maybe TeamEdit
Josh Pigford
Co-Founder & CEO
Building software companies for over 15 years, most recently as the founder & CEO of Baremetrics (sold 2020).
Travis Woods
Co-Founder & CFO + CFP & CFA
10+ years as a CFP and CFA, building financial plans and investment strategies for clients of all sizes and stages of life.
Zach Gollwitzer
Full-Stack Engineer
Tim Wilson
Full-Stack Engineer
Nick Arciero
Backend Engineer
Sophia Randazzo
Community Manager
Kevin Mark
Content Marketer
Justin Farrugia
Product Designer