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    Playbook Favicon

    Playbook

    helloplaybook.com | Finance
    Year2023
    RoundSeries A
    Amount$7M
    Story
    Design
    Overall
    Pitch Deck Inspo Logo

    Summary

    13 slides

    Playbook Deck - Page #1 - Title Slide
    Title
    Playbook favicon

    Playbook

    Playbook Deck - Page #2 - Problem Slide
    Problem
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    Playbook

    Playbook Deck - Page #3 - Problem Slide
    Problem
    Playbook favicon

    Playbook

    Playbook Deck - Page #4 - Problem Slide
    Problem
    Playbook favicon

    Playbook

    Playbook Deck - Page #5 - Solution Slide
    Solution
    Playbook favicon

    Playbook

    Playbook Deck - Page #6 - Traction Slide
    Traction
    Playbook favicon

    Playbook

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    Title

    1 slide

    Introducing PLAYBOOK, a modern app designed to empower millennials in managing their personal finances.

    Problem

    3 slides

    Many millennials earn good money but lack the knowledge to effectively manage it, with over 10 million in the super prime category feeling neglected by current solutions.

    Solution

    1 slide

    PLAYBOOK serves as a Wealth Operating System, simplifying financial advice into a personalized, automated system.

    Traction

    2 slides

    Users love our product, with high engagement and completion rates demonstrating a strong connection and commitment to the platform.

    Roadmap

    1 slide

    Our roadmap focuses on providing holistic wealth advice, expanding from wealth advising features to advanced tax products.

    Why Now?

    1 slide

    A significant shift in novice investors perspectives makes our product more relevant than ever, with customer acquisition costs dropping substantially.

    Mission-Vision

    1 slide

    We aim to become the go-to financial solution for high-earning millennials by expanding our offerings and growing our user base.

    Closing Slide

    1 slide

    Thank you for considering PLAYBOOK, where we are transforming personal finance management for the new generation.