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Phil Bearer

8 statements across 1 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 14, 2024 by Phil Bearer · across every show →

On the record as a speaker too: Phil Bearer's record, appearances and statements → this page counts the times other people say the name.

Everything said about Phil Bearer, oldest first

Aug 14, 2024
Assertion Partly supported
Bearer sold his previous round-up platform for $65M in five years
“I previously started the third largest Roundup to Invest platform globally. I took it from zero to sixty-five million dollar exit in five short years, and I acquired a million users on that platform.”
Phil Bearer Aug 14, 2024 ▶ 2:41 The Secret to Building Wealth for Your Children
Aug 14, 2024
Assertion Not checkable as stated
Bearer: Future Money is in talks with six major financial incumbents
“So we have six major incumbents that we're in conversations with. They would like to see between 25 and 50,000 customers on the platform, although we just had a great pitch with an insurance company yesterday that is interested in exploring further, so it is e…”
Phil Bearer Aug 14, 2024 ▶ 10:21 The Secret to Building Wealth for Your Children
Aug 14, 2024
Insight
Bearer: Focusing on cash flow and profitability creates exit ramps at every step
“Build a business you want to own and still will others. So if you focus on good growth, cash flow, profitability, you could spit off cash dividends, you could be acquired, you could go public. There will be exit ramps every single step of the way.”
Phil Bearer Aug 14, 2024 ▶ 13:37 The Secret to Building Wealth for Your Children
Aug 14, 2024
Assertion Not checkable as stated
Bearer: Previous startup achieved $18 blended CAC per monetized customer at scale
“We saw a blended cost of about 18 dollars per monetized customer on the last platform, and we did that at scale.”
Phil Bearer Aug 14, 2024 ▶ 9:29 The Secret to Building Wealth for Your Children
Aug 14, 2024
Disclosure
Bearer: Future Money has $750K committed at a $7M SAFE
“Out of that million, we have 750,000 committed at a seven million dollar safe. And we're looking for an additional 250,000 dollars to be able to close out the rest of this round.”
Phil Bearer Aug 14, 2024 ▶ 12:40 The Secret to Building Wealth for Your Children
Aug 14, 2024 bullish
Opinion
Middleton: Phil Bearer is best positioned to win family wealth investing
“And so if there's somebody who's going to win in this space, I think it's you.”
Jesse Middleton Aug 14, 2024 ▶ 17:28 The Secret to Building Wealth for Your Children
Aug 14, 2024
Disclosure
Bearer: Future Money charges $48 annually or 25 bps for larger accounts
“We charge a 48 dollar a year annual membership for accounts under 20,000 dollars a year. We charge 25 basis points for accounts over 20,000 dollars a year.”
Phil Bearer Aug 14, 2024 ▶ 8:20 The Secret to Building Wealth for Your Children
Aug 14, 2024 positive
Opinion
Bearer: The future of personal finance is multiplayer
“The future of finance, in my opinion, is multiplayer.”
Phil Bearer Aug 14, 2024 ▶ 11:19 The Secret to Building Wealth for Your Children
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