Jonathan Fishbeck

“So we we were, you know, as part of my, under 500 story, right? We were doing services, so we were doing a lot of things. It was hard for me to break that service mindset, and we were able to really pivot to complete SaaS here in the last eighteen months. So we've now kind of sunset our services and now we're we're changing all of our revenue over from what was non subscriptions to all subscription based.”

“Yeah. So our largest client is about 7,000 of that a month.”

“I've been able to raise capital because we have over a 90% retention rate for paying clients, right? We have some issues prior to that on activation that we are that there are things that we can solve for but from a you know, from a from a raise perspective, you know, we started this raise on September 6 and it's been, you know, and then the market kind of turns down and, you know, we were just we just stayed honest and we just, you know, stuck to what it is that we do and what we know.”

“So our clients are going be typically between the age of like 35 and 55. So we spent a lot of our time working with CEOs, technology founders, entrepreneurs that ended up accumulating a lot of assets very quickly and the level of complexity started to grow very rapidly.”

“So if you're a single person, you're paying $45 a month. If you have a team of 200, then your per user cost is going to go down based on the number of people that you have.”

“Yeah, so we have over 50 families. We have multiple billionaires on the platform. We just started scaling a couple of months ago, so it's been a really exciting year.”