The AI-native operating system for wealth management.
Backed by Fuel Ventures and Founders Factory. Trusted by private banks, family offices and wealth managers.
Confidential - June 2026As featured in · 45+ pieces of coverage in 2026
Operational dashboards and trackers for the WealthAi team. Will be removed before sharing the data room with investors.
DASHBOARD
Fundraising Dashboard
Single-page operational view of approach, phases, timeline, outreach funnel, and materials cadence. The team's front door.
STATUS
Project Status
Cross-workstream status tracker. What's done, what's in flight, what's blocked, and who owns what.
RISKS
Risk Register
Issues that could delay or derail the fundraise. Critical, high, medium severity, with owners and mitigations.
PIPELINE
Investor Pipeline
CRM-style tracker for all investor targets. Status, fit, contact, next actions, and outreach templates per fund.
MODEL
Model Review (Advisor)
Jamie's advisor briefing on the financial model v2. Findings, recommendations, and what to discuss with investors.
LIBRARY
Document Library
Source documents, downloads, and supporting materials. Internal team use; promoted to investor view at DD stage.
Three formats for the WealthAi seed round.
TEASER
Investor Teaser
8 slides. Email-ready. The 60-second version of the round for cold outreach.
PRESENTING
Live Pitch Deck
14 slides with speaker notes. The version Jason presents in a 10-15 minute live meeting.
READING
Reading Deck
22 slides plus appendices. Standalone post-meeting leave-behind with full detail.
01
Company Overview
Vision, mission, differentiators, and what we're building. The 60-second version.
02
Product Deep Dive
Four AI agents, marketplace ecosystem, platform architecture, and technical specifications.
03
Market Opportunity
An estimated £5.5T in UK intergenerational wealth transfer over the next 30 years, 10,000+ family offices by 2030, and the structural forces driving a generational platform shift.
04
Competitive Landscape
How WealthAi positions against AI startups and incumbents. Threat assessment and feature comparison.
05
Go-to-Market Strategy
Advisory framework covering market position, acquisition engine, channel strategy, sales model, and expansion plan.
06
Traction & Clients
Live UK clients on the platform, the 8-firm Compliance Launch Group, and the wider sales pipeline across the UK and Europe.
07
In the Press
45+ pieces of media coverage across five announcements in 2026, from the pre-seed raise to the Patronus full deployment. Finextra, IFA Magazine, FTAdviser, IBS Intelligence and more.
08
Team
Leadership team and advisors across London, Milan, Zurich and India. Bios, culture, and operating principles. 14 in place today, with 8 in discussion to join post-seed, scaling to 37 FTE by end 2028.
09
Security & Compliance
SOC 2 path, Azure infrastructure, data handling, encryption, and regulatory readiness.
10
Product Roadmap
What we've shipped, what's next, and the milestones that unlock the next phase of growth.
11
The Ask
Raise details, use of proceeds, target milestones, and what this capital unlocks.
12
Financial Dashboard
Interactive dashboard with 3-year projections, scenarios, and unit economics. Updated April 2026.