Hi potential investors! I'm Josh, CEO of @maybe. And this is a pitch thread as we're working on raising a $5m seed round!

Interested? DM, [email protected] or 205-470-4803

Real, meaningful financial planning and wealth management is currently reserved for people who are willing to pay %-based AUM fees and stay in the dark on how to actually grow their wealth.

With @maybe, we're building the tools and insights so you can do it yourself without paying anyone a % of all your assets to run a simple playbook...forever.

You'll become financially literate in the process and have control over your wealth for the rest of your life.

You'll have the kind of tools financial advisors have to build wealth...but built *for* and *accessible to* you, not financial advisors.

New generations of consumers have grown up on technology and believe they know better than institutions. However, they don't have the tools they really need to do it themselves.

Maybe gives them that.

Have complete control over your finances and get personalized, actionable advice and feedback on growing your wealth, specific to your life's goals and your appetite for risk!

How big is the market? In the US alone, the financial planning market is a $50 billion industry with over a quarter of a million advisors.

@maybe is taking on not just the US market, but all markets, as everyone can and should have the tools and resources to build their wealth.

So if we're not taking a % of your assets in AUM fees, how will we make money?

A flat subscription fee based on features. It's the most pro-customer way to build this company as it incentivizes us to build amazing tools, NOT to upsell you on services.

Who will our customers be? The best fit will be...

Tech-literate
$250k-$10m net worth
DIY mentality

What's the competitive landscape look like?

Financial advisors — Benefits from complexity
Spreadsheets — Ripe for mistakes
Roboadvisors — Incentivized towards keeping you financially illiterate and overcharged

So...what's the vision that drives us?

A holistic approach to financial management where we’ll become the go-to platform for showing people what's financially possible when they ask “maybe?” about their finances.

Our pre-seed round last year helped us build the foundation and prove the core is technically feasible. Now we're at an inflection point, ready to go deep on the truly valuable parts that help our customer grow their wealth.

What does the $5m help us do? It gives us the time to build out the most impactful set of tools without having to cut corners to rush something out the door.

Given we're dealing with personal finances...we have to get it right from the start

We're raising $5m at a $30m valuation cap via a SAFE.

We've got an amazing team in place that's heads-down every day writing code, designing customer-friendly UIs, producing educational content, and building a major personal finance community!

*Now* is the perfect time for @maybe. It's the right inflection point of data availability, customers begging for better tools, and new generations dissatisfied with traditional financial institutions.

Maybe will help that generation see their financial dreams become reality.

Thanks for reading. If you're interested in being a part of @maybe's journey as an investor, please reach out!

DM, [email protected] or 205-470-4803

If you're not able to but would like to help, please share this thread or our pitch deck!

https://pitch.com/v/maybe-seed-twitter-mafctv