Investor deck
Legacy Buddy
Build wealth that lasts.
34K users$500K raiseBank partnership
Credit Karma for family wealth.
One score. Right next step.
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What we are / who we serve
Private AI for wealth + estate readiness.
The upstream entry point that routes households downstream to lawyers, advisors, insurers, and banks.
Upstream wedge
Free LQ™ Score
Credit Karma-style habit.Consumer market
46.9M
middle-affluent households.Professionals
Lawyers + advisors
prepared intake.Enterprise
Banks + insurers
graph + API.Sources: Cerulli U.S. Retail Investor Solutions 2026; QED Investors.
Problem / why now
Boomers are the last generation to plan offline.
Wealth moved online. Planning did not. Households don't know where to start.
100M+need more life insurance
66%do not use an advisor
76%do not have a will
$124Twealth transfer
Sources: LIMRA / Life Happens; Northwestern Mutual 2025 Planning & Progress Study; Caring.com 2025 Wills Survey; Cerulli.
Solution
Reframe estate planning as generational wealth.
38
LQ™ / 100
Needs attention
Show the gaps.
Score
Show the gaps.
Segment
Simple or high-value.
Route
Documents, advisors, insurance, banks.
Traction
34K users in the first 80 days.
The free score turns curiosity into qualified demand.
70%users have no will
52%no life insurance or financial planner
$1.19CAC
14%about $500K investable assets
The LQ™ Score wedge is working.
Company early paid tests.
Business model
One household. Multiple revenue paths.
Consumer ARR
$29–$99/yr
paid plans.Lead sales
$50–$900
advisor + insurance.AUM share
20%
bank economics.Data / API
SaaS / API
enterprise layer.Today: advisor, insurance, attorney.
Next: real estate, mortgage, retail bank.
Market / ARR
$2B path. Two $100M+ ARR engines.
TAM46.9Mmiddle-affluent households
SAM~5Munadvised $500K+ households
SOM100Krouted households
AUM ARR
$100M+
100K × $500K × 1% × 20%Subscription ARR
$102M
1.5M × $49 + 30K pros × $79/moStrategic value
Banks buy upstream demand.
Trust
Consumer front door
families start here.Data
Verified graph
assets + gaps.Demand
Qualified routes
advisor, bank, insurance.Exit logic
E*TRADE + Credit Karma
distribution gets bought.We bring trust, data, and high-intent households before the advisor relationship starts.
Examples: Morgan Stanley / E*TRADE; Intuit / Credit Karma.
Moat / competition
They sell pieces. We own the front door.
Alternatives
LegalZoom / Trust & Willdocuments
SmartAsset / Zoeleads
Wealth.comadvisor tools
Generic AIno verified graph
Legacy Buddy
LQ™ Scorehabit
Household graphdata moat
Private AItrust
Routingbank-ready
Team
Team for product, trust, and scale.
Jay Correia
Product + GTM
Product, growth, partnerships.
Leslie Todd
Co-Founder · Ops / Legal
Founder; 30 years ops.
Abijith
CTO
Former Equifax; AI/data.
Charlie Pascal
Legal Expertise
Startup counsel.
CEO Search
Financial Services
Bank/advisor operator.
Legal: Jin Ji / Sheehan & Phinney · Darin Mangum / Mangum & Associates
Raise / launch
Raising $500K SAFE for national launch.
$500Kgrowth SAFE
250Ktarget users
$2.2M+lead revenue + ARR path
$500K → 250K users → $1.5M lead revenue + $725K ARR → cash-flow positive path.
Product demos
See the product.
Mobile app
Household dashboard
Professional dashboard