Vision: To Make Money Better

Mission: To Make $10M in Cash by 9/1/25

Core Values: Speed, Ownership, Winning

Today's Focus: Valuation Scorecard Conversion

Improve the Valuation Scorecard offer to increase conversion rate by 2%

Current:4.2%Target: 6.2%
Updated daily at 9:00 AM

Progress Dashboard

Revenue Goal

$2.4M/ $10M

Time Remaining

428days

Weekly Focus

Conversion Rate

+2.3% this week

Supercharge Your Fintech Alpha

For money managers like you, making $5M+ investment decisions, speed is everything. Our trading signals and investment ideas are built to deliver 25%+ gains with high-conviction fintech picks—giving you the edge you need, fast.

Golden Door Asset

Our Products

Nasdaq 100 Index Dashboard

Track fintech movers daily

Free
  • Daily Newsletter Updates
  • Real-Time Index Signals
  • Top Fintech Stock Picks
  • Free Product Signup

Investment Calculator

Analyze fintech plays instantly

$30/one-time
  • Chrome/Workspace App
  • Financial Analysis Tools
  • Quick Fintech Valuations
  • Exportable Reports

Valuation Scorecard

Publish winning research

$300/year
  • Course on Fintech Valuation
  • Detailed Reports
  • Newsletter Templates
  • Sharable Insights

Financial Workflows

Master the fintech playbook

$3,000/year
  • Proven Sales Proposals
  • Playbook Formula
  • High-Conviction Signals
  • Custom Fintech Strategies

Product Performance

Nasdaq 100 Index Dashboard

32+12%

Monthly conversions

Investment Calculator

18+5%

Monthly conversions

Valuation Scorecard

24+15%

Monthly conversions

Financial Workflows

8+3%

Monthly conversions

Current A/B Tests

Investment Calculator Pricing

In Progress

Variant A: $30

4.5%

Variant B: $39

6.2%

Valuation Scorecard CTA

Completed

Variant A: "GET ACCESS"

3.8%

Variant B: "START NOW"

2.9%

Winner: "GET ACCESS" (+31% conversion)

Product Improvement Roadmap

1

This Week: Investment Calculator UX

Simplify the calculator interface and add export to PDF functionality

75%
2

Next Week: Valuation Scorecard Templates

Add 5 new industry-specific templates to the Valuation Scorecard

20%
3

Two Weeks: Financial Workflows Onboarding

Create guided onboarding experience for Financial Workflows customers

5%

Recent Customer Feedback

"The Investment Calculator is great, but I wish it had more export options."

Investment Calculator user2 days ago

"Valuation Scorecard templates saved me hours of work. Worth every penny!"

Valuation Scorecard user5 days ago

"Financial Workflows onboarding was confusing. Took me too long to get started."

Financial Workflows user1 week ago

Buyer Profile

Buyer Profile
Understanding our target customers and their needs
Who

Money managers making $5 million investment decisions

Pain

Fast decisions targeting fintech alpha

Goals

Drives 25%+ gains (high-conviction picks) boosts their edge

Actions

Investors searching for "fintech" keywords

Asset Managers

e.g., BlackRock, $10T AUM

High Value

Products Used

  • Morningstar Direct
  • PitchBook

Pain Points

Need granular data for portfolio construction and private market exposure

"How does NVDA fit my tech allocation?"

Why Our Solution

Comprehensive data (621,000+ securities), PitchBook's private market depth

Competitive Product Analysis

Competitive Product Pricing Matrix
Analysis of competitor products, pricing, and target markets
ProductEstimated Price (Annual)Buyer ProfilePain PointDelivery
Morningstar Direct$10K-$20K per user
Asset Managers, Institutional Investors
(e.g., BlackRock, Hedge Funds)
Need deep portfolio analytics, risk modeling
(e.g., "How's QQQ performing?")
Web, API, Excel
PitchBook$25K-$40K per seat
Private Equity, VC Firms
(e.g., Sequoia Capital)
Lack of private market data
(e.g., "What fintechs are funded?")
Web, API, Excel
Advisor Workstation$5K-$10K per advisor
Financial Advisors, RIAs
(e.g., Edward Jones)
Client reporting inefficiencies
(e.g., "How do I show NDX exposure?")
Desktop, Web
Sustainalytics$15K-$30K per license
Institutional Investors, Asset Managers
ESG compliance pressure
(e.g., "Is my portfolio sustainable?")
Web, API, Data Feed
Managed Accounts0.20%-0.50% AUM fee
Wealth Managers
(e.g., LPL Financial)
Scalability in portfolio management
(e.g., "How do I manage 100 accounts?")
Web, Integrated
Morningstar Office$3K-$7K per advisor
Independent Advisors, Small RIAs
Fragmented workflows
(e.g., "How do I streamline ops?")
Cloud, Desktop
DBRS Credit Ratings$10K-$25K per license
Fixed-Income Managers, Banks
Need reliable credit ratings
(e.g., "What's this bond's risk?")
Web, API, Reports
Credit Analytics$5K-$15K add-on
Same as DBRS, Risk Analysts
Credit modeling gaps
(e.g., "How do I assess fintech debt?")
Web, API
ByAllAccounts$2K-$5K per advisor
Advisors, Fintechs
(e.g., Wealthfront)
Disconnected client data
(e.g., "How do I see all accounts?")
Web, API
Morningstar.com Premium$249/year (public price)
Individual Investors (DIY, retail)
Need research for personal portfolios
(e.g., "Should I buy QQQ?")
Web, Mobile App

Key Performance Metrics

Avg. Revenue Per User

$127

↑ 12% this month

Conversion Rate

5.8%

↑ 0.7% this month

Customer Retention

82%

↓ 3% this month

Monthly Recurring Revenue

$48K

↑ 8% this month

Real-Time Dashboard

Real-Time Product Performance
Live metrics updated every minute
Live User Activity
See what users are doing right now
Connected
Waiting for activity...
Product Health Status
Real-time monitoring of your product infrastructure
Last updated:
Sales Pipeline
Loading sales data...

Google Tool Integrations

Google Tools Integration
Connect your dashboard to Google tools for enhanced metrics tracking

Google Analytics 4

Track website traffic, user behavior, and conversion metrics in real-time

Learn more

Setup Steps:

  1. Create a Google Analytics 4 property
  2. Add the tracking code to your website
  3. Set up events and conversions
  4. Connect to the Google Analytics API

Google Tag Manager

Manage all your website tags without editing code

Learn more

Setup Steps:

  1. Create a Tag Manager account and container
  2. Add the GTM code to your website
  3. Set up tags, triggers, and variables
  4. Publish your container

Looker Studio

Create customizable dashboards and reports from your data

Learn more

Setup Steps:

  1. Connect your data sources (GA4, BigQuery, etc.)
  2. Create a new report
  3. Add charts and visualizations
  4. Share your dashboard

Firebase Analytics

App analytics solution that provides insight on app usage and user engagement

Learn more

Setup Steps:

  1. Create a Firebase project
  2. Add the Firebase SDK to your app
  3. Implement event tracking
  4. View analytics in the Firebase console

Looker Studio

Create interactive dashboards and reports

Learn more

Setup Steps:

  1. Connect your data sources
  2. Design your report layout
  3. Add charts and controls
  4. Share with stakeholders

Note: Connecting these tools requires API keys and proper configuration. Consult the documentation for each service for detailed integration steps.

This Week's Action Items

Update Investment Calculator pricing page with new testimonials
Create new demo video for Valuation Scorecard
Implement PDF export feature for Investment Calculator
Design new onboarding flow for Financial Workflows
Analyze A/B test results for pricing page

Trusted Partners

Enhance your investment edge with our carefully selected affiliate products

View all affiliate offers
Morningstar
Coinbase
Seeking Alpha Plus
FMP
Interactive Brokers
FinChat
OpenBB