Legacy Buddy
The upstream system-of-record
for generational wealth.
The Credit Karma of wealth readiness.
We capture households early, score readiness, and guide decisions long before advisor lock-in or crisis events.
LQ™ Score
Legacy Lens™
Routing
No paywalls
Measurereadiness
Guidenext steps
Routeto pros
Time to value
~90s
Free LQ™ score delivers clarity fast.
Gross margin
85%
Software + routing model.
ARPU
$79
Blended paid users + partners.
CAC : LTV
15×
Modeled on readiness funnels.
Legacy Lens
Estate Readiness+12
Confirm beneficiaries. Upload core docs.
Protection Coverage+8
Verify life & disability vs dependents.
Financial Health+6
Link accounts to complete the snapshot.
Generational Impact+4
Set goals + milestones. Track progress over time.
TAP FACTORS
Problem
A crowded wealth landscape — no starting layer.
Middle-affluent families have tools, apps, and professionals — but no system that guides them from first step to final legacy.
No directionunsure where to start
No continuitydata resets
Action after crisistrigger-driven
So wealth is built unadvised, unprotected, and improperly passed — while professionals lack a compliant way to identify and engage next-gen high-value clients early.
Insight
No one owns the upstream readiness layer for generational wealth.
Credit Karma → credit readiness → route.
Scoreclarity
Actionprogress
Routedistribution
Solution
Build. Grow. Pass it on.
LQ™ Score (the index for generational wealth) + Legacy Lens™ (system-of-record dashboard) turning generational wealth into a daily habit.
Proprietary core assets
LQ™ Score
Legacy Lens™
Partner Network
Structured life-data (family, assets, docs, relationships) + longitudinal updates + verified outcomes feeding a closed-loop graph.
Structured life-datahousehold graph
Longitudinal trackinglife events
Verified outcomesclosed loop
Flow → Business Model
Free to start. Forced progression. Monetized for life.
Free signup → score → personalized actions → required decision point.
Verified actions increase the score and unlock monetization.
Start free, get clarity
Free LQ™ score delivers value in minutes.
Next steps, take action
Legacy Lens™ creates a required decision point.
Routed, monetized
Subscriptions + routing fees when outcomes are needed.
Subscriptions$29–$49/yr
Routing fees$12–$1.7k
Unit economics85% GM
Why Now
The wealth transfer is underway — the under-advised are the wedge.
Capture the larger middle-affluent on the path to $1M+ before advisor lock-in — then route at the exact moment of intent.
$84Twealth transfer
43M households$100k–$1M liquid
Wedge → platformecosystem expansion
Digital-first families start at home — pros can’t engage them early at scale. Legacy Buddy becomes the distribution backbone by owning the starting layer.
Go-To-Market
Acquire households with the score. Acquire pros with ready-to-act clients.
The free LQ™ score is the acquisition engine — curiosity + intent traffic.
Pros join for low friction and efficient intake from structured household data.
Households
LQ scorecuriosity
Estate & wealth intentsearch / social
UGC + PRtrust
Communitiesdistribution
Professionals
No upfront feeslow friction
Ready-to-act clientsnot leads
Efficient intakestructured data
Compliance-firstadvice-neutral
Early Traction
Validation signals — cost-effective acquisition + demand from pros.
Early results indicate the readiness score can drive acquisition and conversion — before scale spend.
Customers
2k
Early users captured into the system.
CAC
$12
Efficient early acquisition.
CPC
$0.57
Intent + score curiosity.
CTR
6.6%
Creative/offer resonance.
“I realized my old will was outdated. Now I can update everything as life changes without starting over.”
Alexandra S.
“When I got married, I logged back in and updated everything in minutes. I didn’t have to start over.”
Jenny C.
“I got my score in minutes and finally understood what my family needed. It feels like a guided path.”
Jon M.
Why We Win
TOFO → own the data moat → direct the downstream flow.
One place for families to depend on for wealth building, confident decision making & estate transfer.
Score defensibilitycompounding data
Retentionmigration cost
RoutingPro Ready
Compliance postureadvice-neutral
Longitudinal household life-data can’t be replicated once users rely on the system across life events.
Competitive posture
Downstream toolsLegal docs
Consumer fintechbudgeting / wealth apps
Pro softwarepractice tools
We sit upstreamreadiness layer
Team
Proven operators across tech, law, and finance.
Built and operated in regulated, high-trust environments — the exact requirements to own the upstream layer.
Abel Pizarro
Chief Operator
Wealth manager + insurance experience. Repeat entrepreneur.
Jay Correia
Co-Founder & Marketing
Operator + growth; Former elected official. PR expert.
Leslie Todd
Co-Founder & Manager
Attorney; deep operations; high-trust execution focus.
Abijith Chenthamarakshan
CTO
10+ years building scalable consumer platforms.
Manny Lindo
Pro Relations & Advisor
Business development + real estate / credit expertise.
Peter Fernandes
Operations & Efficiency
Multi-location operator; systems and execution at scale.
Growth Model
Path to category scale: 3M free users → 1M paid → 230k pros.
Growth modeled on readiness funnel conversion benchmarks — upside expands with data density and routing efficiency.
Revenue model (illustrative)
Legacy Lens™ dashboard — system-of-record view families return to.
Outcome scenarios
Base exit10× → $570M
Category win + data16×+ → $912M+
EBITDA59–68%
The Ask
This round funds scale — not discovery.
The category is inevitable — this round decides who’s in before it’s obvious.
Path to Victory: speed of household capture → compounding life stages-data → irreversible switching costs.
Raising$1.25M SAFE
Minimum$50k
CloseApril 2026
ConvertsSeries A
Use of funds
Marketing55%
Product / Dev25%
Ops15%
Legal5%
Ready to review details?
Book time or request the full deck package.
To participate: jay@legacybuddy.com · legacybuddy.com · 508-558-1477
