Showing you a deck which raised $4.2M 🤑

Showing you a deck which raised $4.2M 🤑 $4.2 MILLION. THAT'S HOW MUCH THIS BUSINESS RAISED. LET ME SHOW YOU EVERY SLIDE THAT THEY USED FROM THEIR PITCH DECK TO RAISE THE ROUND. Asseta AI The Intelligent Family Office Suite™ Mission We are on a mission to radically modernize family offices Traction - 2,143% Year-over-year growth - 31.24% Compounded Monthly Growth Rate (trailing six months) - $5,000,000+ ARR of new sales pipeline in the last 180 days - 6 Billionaire families and counting - $10B+ Assets On Platform (AOP) - 100+ legal entities onboarded Asseta team Dean Palmiter CEO & Founder 10+ years in cloud 100+ business transformations Built family office practice at Sage and Intacct ORACLE Intacct Daniel Kennedy CTO and Co-Founder 14 years in 2018 Contract for BCG for 4 years and led large-scale financial services companies including companies and CVS BCG Nathan Kehler Head of Investments Head of Trading at Bridgewater for 6+ yrs multi family office Interview team member at Adiqur and multi-currency management Formerly a trader of Bridgewater Associates BRIDGEWATER Josh Gummersford, CFA Director of Finance for a premium $500M, Single Family Office Certified Public Accountant Mitigate knowledge of the CFO, Controller and family offices. Thompson Holdings, LLC Stan Perry CEO 10+ years leading sales and marketing Built foundational sales and marketing teams at several fintech startups across organizations across family offices. SAI360 Broadridge Solution: OS for the family office Assets is the comprehensive AI-native operating system. Our unified platform is innovating family office operations by transforming fragmented accounting and investments data into actionable intelligence. Artificial Intelligence Bill Pay Documents General Ledger Reporting and Dashboarding Investments Forecasting Banking Asseta enables wealth preservation & growth Market Opportunity Family Office tech spend is $2.5B in North America $4B by 2030. As of 2024, an estimated 168,500 people globally have a net worth of more than $50 million and more than 35,000 have more than $100 million according to Credit Suisse and UBS's Global Wealth Report. 40% of these UHNWIs are in North America. There are 3x more family offices today than there were in 2019. Family offices are forced to invest significant resources in full-suite generalized enterprise systems to professionalize Resource Investment Lightweight Small Business Functionality Mid-market suites, Feature-rich, but often complex, hard-to-integrate, and costly. Sage Netsuite ERP Software, Full-suite, enterprise-grade, complex, high-cost, and customizable. SAP ORACLE Understandable Grove Features Understanding of Customization Why family offices would choose Asseta - We bring expertise in family offices that can't be beat. - We build to solve the challenges for a very specific customer problem set. - Our customer base and community more closely resembles them. - SOC 2 Type II compliant. - All purpose built for accountants. - All inclusive pricing. No hidden costs. No penalties for growth. - Implement in minutes and get instant value. Vision for the Future Asseta AI becomes the only modern all-in-one family operating system of the last decade - Build an ecosystem of AI-powered apps on top of clean accounting and investments data - Become the source of truth for families to make more informed investment/financial decisions