This is the pitch deck that helped convince Blackstone's Tony James;; NerdWallet's cofounder;; and Sequoia Capital to invest in the seed round of a startup disrupting retirement investments · page 17 of 19
The slide uses a 2x2 matrix framework to differentiate the company from competitors like Pensco, Strata, and Millennium Trust.
Pitch deck · competitive_analysis · compare_peers · dense density
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