Riskalyze

“Once you get some empirical evidence that these robo-advisor platforms and the value of the lower fees and the tax harvesting and things like that are super, you know powerful over the long haul, you know, that empirical data is going to really propel people t…”

“Somewhat counterintuitively, the only way to become a long-term investor is to make a bunch of really great short-term decisions along the way.”

“Yeah, so we usually spend like direct sales cost, probably about 400 to acquire a new customer. You want to follow that cost with like our fixed conference and marketing spend, probably about 600 bucks to acquire a new customer.”

“We serve 19,000 today across the country.”

“We pushed it to one 29 and started discounting back to 99 immediately and bam our conversion rates like tripled, right? So we were charging the same amount of money, but it was a discount and conversion rates tripled.”

“What we found, actually, we had a team of academics delve into the data and the methodology behind the risk number, and what they found was that about 52% of investors aged 20 to 29 are aggressive, just like the stereotype. But the other 48% are spread across …”

“Number one is we rolled out a premier tier of Riskalyze ah, in February. And that's been great. And we sell about 12% of our new seats in the premier tier right now. And we've done a bunch of upgrades from existing customers. So that's, that starts at 245 buck…”

“We're focused on delivering like, you know, real numbers, about a 50 X impact on efficiency and what it takes for an advisor to actually implement the investment decisions that they make for their clients. And in exchange for that 50 X impact on efficiency, we…”

“There's only one problem with it. Humans are incapable of following that advice.”

“And we deployed just a little more than four million dollars in total capital prior to bringing FTV capital on board last year as our first institutional capital. So we really built a pretty substantial business you know, where we don't talk about revenue numb…”

“No, there are some of our early investors who've earned a 10 X return already from the company.”