$6M Raised to Bring Family Office Technology to the Private Investor

Welcome back to The SaaS CFO Podcast, and in this episode, we're thrilled to host Litan Yahav, the insightful co-founder and CEO advisor who brings his vast experience into the spotlight. From his roots in the Israeli Navy to his entrepreneurial venture in the diamond industry and his passive investment endeavors, Litan has a multifaceted background that is sure to captivate our listeners.

Today, we'll delve into his latest venture with Vyzer, a groundbreaking SaaS platform designed to automate and streamline the wealth management process for those with enough complexity but not enough to warrant a family office. Litan will unveil the unique challenges and solutions of managing private investments, the evolution of Visor's ideal customer profile, and their go-to-market strategies.

We'll also get an insider perspective on their recent fundraising efforts, the transition from beta to launch, and what the future holds for Vyzer in their quest to democratize financial management. So, buckle up for a deep dive into a world where technology meets personal finance, and learn how Litan and his team are reshaping the way we manage our wealth.

Show Notes:

00:00 Automating financial management for high net worth individuals.

05:14 ICP target expanded to diverse wealth levels.

08:47 Beta testing, iterating, launch with client feedback.

11:16 Online acquisition from various platforms, affiliate marketing, partners.

15:33 Raising money can be tough, but learn.

17:10 Focus on financial metrics for business growth

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/vyzer-raises-6-3-million-in-seed-round

Litan Yahav’s LinkedIn: https://www.linkedin.com/in/litanyahav/

Vyzer Finance’s LinkedIn: https://www.linkedin.com/company/vyzerfinance/

Vyzer’s Website: https://vyzer.co/