The AI-native operating system for wealth management.
Confidential - April 2026Operational 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.
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 reference clients on the platform, the 7-firm Compliance Launch Group, Capital Economics distribution partnership, and the £2.6M Y1 TCV pipeline.
07
Team
Leadership team and advisors across London, Milan, Zurich and India. Bios, culture, and operating principles. 22 team members today (14.8 FTE), scaling to 35 FTE by end 2028.
08
Security & Compliance
SOC 2 path, Azure infrastructure, data handling, encryption, and regulatory readiness.
09
Product Roadmap
What we've shipped, what's next, and the milestones that unlock the next phase of growth.
10
The Ask
Raise details, use of proceeds, target milestones, and what this capital unlocks.
11
Financial Model
Interactive dashboard with 3-year projections, scenarios, unit economics, and valuation framework. Updated April 2026.