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  "documentTitle": "The 10-page pitch deck NDVR used to cop a $20 million series B",
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  "authorName": "NDVR",
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  "notes": "The slide uses a three-step process flow: Problem (HNWI needs) -> Solution (Tech-enabled advisory) -> Outcome (Portfolio performance report).",
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      "text": "Individual Account, Revocable Trust, Irrevocable Trust, Spouse Account, Spouse IRA, SLAT, Spouse Revocable Trust",
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      "text": "Institutional-grade portfolio strategies, Integrated planning & portfolios, Portfolio transition analysis, Estate planning",
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      "text": "10.78% Growth & 99+ Security",
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      "text": "Expected Net Value: $18.5M",
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      "text": "Fiduciary Advisors Offer Comprehensive Advice",
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