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Jonathan Fischbeck

๐Ÿ‘ค Speaker
145 total appearances

Appearances Over Time

Podcast Appearances

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

Always.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

Thank you, Nathan, for having me.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

Yeah, so I think from an estate planning perspective, where estate space really is setting the bar is when we're dealing with real property assets.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

So we're talking about managing your property, maintaining your property, managing your assets and maintaining those assets.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

ultimately coming back to where we started as fintech right we want to help appreciate the value of the things that you own and help you manage them better we want to add depth to your general ledger and your balance sheet where it might just be a single line item and then from there we also want to help you slow down the depreciation of assets that might lose value over time and helping you extend the life of things that you own so ultimately

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

The way that when we started the company, we saw I've got marketable securities, I have real estate and alternative investments, but who's really managing all my stuff?

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

And that's how we really started.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

That was a genesis in the idea for Estatespace.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

Right.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

So it's an emerging space, right?

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

In the last 10 years, family offices specifically have started getting into the fulfillment of the lifestyle of the individual that they're serving, whether it's a single or multifamily.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

And so we saw an opportunity to really help them with the things that they struggled on, like

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

uh finding the right person to do the thing that they're looking for the request being that they need to fulfill so um we've actually um had a lot of excitement around helping these families and family offices scale uh automatically through a state space so are they paying you directly versus versus individual consumers paying you directly to manage estates yeah so we're b to c to b so we so so it may be b to b to c

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

yes exactly yeah interesting so how many family offices pay you something today uh right now we've got about 65 family offices on the platform uh in the last when we launched uh what was it april 30th of this year and wait why do i have that your launch date was 2017. well that's when we started the company but we launched our commercial product um

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

So we did an alpha to a beta.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

We went through that process with our clients in order to get to a commercial ready product for both web and mobile this last April.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

You had, though, revenue before this year, right?

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

Absolutely.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

Yeah.

SaaS Interviews with CEOs, Startups, Founders
He closed $3.2m at $17m valuation with $20k in MRR last week for Estate Planning Tool

So we were, you know, it's part of my Thunder 500 story, right?

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