The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 26 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Hudson: B2B financial wellness tools struggle with long cycles and low employee yield
“The challenge that we found is you actually need people to give you Mint-like access to their data, because if I, if all I know is your paycheck, I don't know your credit score. I don't know how much debt. You actually need people to give you a fair amount of …”
Fielding: $350 annual per-user employer fee is unseen in B2B software
“For healthcare, I haven't seen it for software.”
Aura Finance: Employer contracts cover departed employees for the full year
“In our contracts, we've also written in, if you sign up for the program in January and you leave the company in February, the company still pays for you the entire year, giving them the opportunity and us to win them over in the long term post leaving their em…”
Josh Muccio offers $150k investment into Aura Finance from The Pitch fund
“No, I was just gonna say, I know you're talking to different leads, but this actually is in model for us, so we would love to invest through the listeners of the show, a 150,000, and then if there's more room, potentially do a syndicate, so I don't know where …”
Aura Finance Reached $830,000 in Annual Contracted Revenue
“The revenue we currently have is 830,000 dollars in contracted revenue of which we've already realized over a 100,000 dollars of it this year.”
Middleton: Employers accept $350 annual pricing, but direct consumers will struggle
“I think the employer is comfortable with it, but the consumer probably struggles.”
Aura plans to eliminate human coaching calls within a year
“Over the next year, as we continue investing in our technology, the ultimate goal is to write ourselves out entirely to no longer need to have those human to human coaching interventions.”
Willock: Aura Finance generates $830,000 in annual revenue
“The revenue we currently have Is 830,000 dollars.”
Muccio: The Pitch Fund invests $150K in Aura Finance's $3M round
“Their lead investor, Zeal Capital Partners, set the terms at a 10 mil post, and the Pitch Fund invested a 150 K in their three million dollar round.”
Aura Finance Onboarded 17 Corporate Partners Including LinkedIn, Figma, and Whoop
“In just the past year, we onboarded 17 paying corporate partners, including companies like LinkedIn, Figma, Whoop, and more.”
Willock: Aura secured 15 corporate partners in six months via ERGs
“That's how we brought on 15 paying corporate partners in six months' time.”
Aura Finance Is Raising $3 Million With Nearly $2 Million Committed
“I'm raising three million. I have just under two million in commitments. That capital includes funds that are coming back in to exceed their pro rata and new capital, including a fund associated with the largest employer in the world, which as you can imagine,…”
Aura Finance Reports 3% Single-Day Adoption at Fortune 100 Partner
“With our Fortune 100 partner, we did three percent in one day. We're already tracking five percent by the end of next week.”
Aura Finance Achieves 37% Workshop-to-Signup Enrollment Across Initial 15 Corporate Partners
“Across the 15 original partners we onboarded, we didn't onboard entirely company-wide, we onboarded cohorts, and our average enrollment from workshop to signing up was 37%.”
Willock: Aura Finance reached 1.8% churn with employer partners
“I'm very proud to say that our churn this past year was 1.8% with our employer partners.”
Willock: 37% of Aura Members Take Action Within First 30 Days
“37% of our members take action within their first 30 days with us.”
Aura Finance is an RIA offering HYSAs, managed accounts, and beta IRAs
“We are a registered investment advisor. Some of the products that we already offer include an HYSA, high yield savings account, and a managed investment account. We also have an IRA and beta.”
Elizabeth Yin: Hustle Fund passes on Aura Finance over high valuation
“I think to Jenny's point, you know, we're pre-seed investors at Hustle Fund, so for us, like, the valuation's gonna be too high, but yeah, I, I'm very impressed, Kelsey.”
Aura Finance built its financial quiz with Georgetown and Cornell researchers
“Things like getting to know your relationship with money through our money personality quiz, which we developed with a team of behavioral scientists and researchers at Georgetown and Cornell. It's an eight question quiz designed to essentially build a Myers-Br…”
Hudson: Precursor Ventures backs a direct competitor to Aura Finance
“I have a company company that's directly competitive.”
Fielding: Aura Finance's valuation is likely too high for her pre-seed fund
“My issue is that I'm a pre-seed investor, and so I might have missed my opportunity. So we can continue the conversation, but the price is probably too high for me.”
Willock: Aura Finance saw 5.8% consumer churn in 2023
“In twenty-twenty-three, our churn from a consumer perspective was 5.8%.”
Muccio: Baukunst passed on Aura Finance due to sector and valuation
“After the show, Kate talked to her partners at Baukunst, and indeed, this one was too far out of their scope, on two axes. FinTech, they do not do, and at a fifteen million dollar price, they'd need to write a much larger check than the one million Kelsey had …”