Investor Deck · Seed Round

The Credit Karma of generational wealth.

Legacy Buddy gives households a free LQ™ score, a living dashboard, and the next best action to build, protect, and pass on wealth.

6,132households scored

$1.27consumer CAC

20days of launch data

$1.5Mseed raise

Legacy Buddy dashboard and score product

01 / 15

The Problem

Families know they need a plan. They just do not know where to start.

Estate, insurance, and wealth decisions are fragmented across different providers, different moments, and different levels of urgency.

Legal feels expensive and reactive — wills, trusts, probate, and attorneys show up too late.

Insurance gaps stay invisible until a child, death, marriage, or crisis exposes the risk.

Wealth planning starts downstream with advisors after the consumer relationship is already lost.

No trusted consumer default owns the household relationship before the decision moment.

02 / 15

The Insight

Estate planning is not the category. Generational wealth readiness is.

The winning platform will not start with a document. It will start upstream with a score, then expand into the dashboard, documents, vault, and professional routing.

Score creates urgency Dashboard creates retention Actions create monetization

LQ score to Legacy Lens to next action flow

03 / 15

Product Loop

Score → Dashboard → Action → Higher score.

A simple consumer loop turns avoidance into progress. Every completed action improves the LQ™ score and deepens the household profile.

①

Free LQ™ score

Households answer a short quiz and instantly see where they stand across readiness, protection, estate, and impact.

②

Legacy Lens™ dashboard

The dashboard organizes milestones, gaps, documents, reminders, account connections, and recommended next steps.

③

Decision gate routing

Simple households can subscribe. Complex or high-value households are routed to trusted professionals at the moment of intent.

04 / 15

Why Now

The largest wealth transfer is colliding with a broken consumer experience.

A mobile-first generation expects every major financial decision to start with a simple default platform. Generational wealth still starts in disconnected silos.

⚖

Estate

Wills, trusts, probate, beneficiaries, and attorneys.

🛡

Insurance

Life insurance, family protection, and coverage gaps.

↗

Wealth

Assets, advisors, inheritance, retirement, and planning.

$124T

wealth transfer creates a once-in-a-generation platform opening.

Legacy Buddy is built as the upstream relationship layer before households buy documents, insurance, advisory services, or complex estate help.

05 / 15

Business Model

Two revenue streams. One upstream relationship.

Simple households drive software revenue. Complex households drive professional routing revenue. The dashboard compounds both.

Free score

Low-friction acquisition and urgency.

$1.27

Annual subscriptions

Simple planning, vault, editable docs, and dashboard access.

$29–$99

Smart Review

Attorney review layer for simple estates and relationship creation.

$250

Pro routing

Verified estate, insurance, and wealth opportunities at peak intent.

$500+

06 / 15

Why Pros Care

Competitors sell contact info. Legacy Buddy owns the relationship.

Traditional lead-gen sells names. Legacy Buddy routes households after they have scored themselves, revealed gaps, connected context, and requested the next step.

Old Lead GenProblemLegacy Buddy

Cold form fillLow trustScore-led intent

No contextWasted timePro-ready packet

Price competitionRace to bottomDecision gate routing

One-off leadNo lifecycleOngoing household profile

07 / 15

Value Exchange

Households opt in for better insights. Verified data becomes the byproduct.

Legacy Buddy uses integrations like Plaid to automate the dashboard, improve the LQ™ score, and surface better next steps. Consumers get clarity. Pros get verified context.

Better account visibility improves recommendations.

Household context makes routing higher quality.

Data improves over time as families update the dashboard.

08 / 15

Traction

The wedge is already working.

The first launch proved households will engage with generational wealth when it starts with a score instead of a sales pitch.

6,132first 20-day signups

$1.27consumer acquisition cost

9,295quiz completions

52%life insurance signal

Deck metric note: Use the exact final verified dashboard number before publishing externally.

09 / 15

Moat

Looks like a consumer app. The infrastructure is hard to replicate.

✓

Compliance depth

Advice-neutral workflows, disclosures, routing rules, audit trails, and state-aware guardrails.

38

Proprietary score

LQ™ creates the behavior hook, the data model, and the reason households return.

⌂

Household system

Documents, milestones, assets, beneficiaries, protection gaps, and family context in one place.

↑

Upstream position

Legacy Buddy captures intent before advisors, attorneys, insurance agents, and lead sellers.

10 / 15

Go-To-Market

Demand-pulled households. Curated professional supply.

The consumer score acquires households cheaply. Professional supply is onboarded around the actual demand we see in estate, insurance, and wealth gaps.

Acquire

Meta + score quiz + content.

Nurture

Email, dashboard, alerts, and milestones.

Route

Subscriptions, Smart Review, or verified pro referral.

11 / 15

Category Winner

When families think about building and passing on wealth, Legacy Buddy becomes the default.

We reframed the category, built the upstream starting point, proved the wedge, and designed the model to capture downstream economics.

Rideshare → Uber

Consumer trading → Robinhood

Credit → Credit Karma

Generational wealth → Legacy Buddy

12 / 15

Why Us

This team is uniquely built to win a trust-driven, compliance-heavy consumer category.

Legacy Buddy is not a thin lead-gen layer. It combines founder-led category creation, technical execution, governance, professional networks, and personal experience with the pain of wealth transfer.

Founder-market obsession

Jay Correia is driving vision, product, fundraising, and the category narrative around the upstream system of record.

Compliance + trust

Leslie Todd and counsel structure the platform around governance, disclosures, advice-neutral UX, and professional routing guardrails.

Execution + network

CTO, operations, insurance, and partnership leaders help convert household demand into professional supply and revenue.

13 / 15

Timeline + Status

LQ™ is live. Households are signing up. Revenue unlock is next.

The company has moved from compliance foundation to live demand generation, with final compliance features and the pro portal being completed for monetization.

Build legal base

50-state simple estate workflow foundation.

Launch LQ™

Score-led acquisition engine goes live.

Pro portal

Finish routing, filters, packets, and marketplace.

June 2026

Subscription + routing revenue unlock.

Seed close

Scale acquisition and supply across key verticals.

National launch

Target 200 pros across 50 states.

14 / 15

The Ask

Raising $1.5M Seed to own the default starting point for generational wealth.

Use of funds: scale score-led household acquisition, complete professional routing, expand the pro network, deepen Legacy Lens™, and convert early demand into recurring and routing revenue.

Launch nationally Scale household demand Onboard professional supply Capture downstream economics

Book Investor Call What’s your LQ™?

15 / 15