Prodwave
WealthPilot — Robo-Advisor
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About

Automated investment advisory platform with AI-driven portfolio management and personalized financial planning. Revenue from AUM management fees, premium plan subscriptions, and partner revenue. Costs: market data APIs and regulatory compliance.

36-month forecast: ~14.2K accounts, $2.52M net income, LTV/CAC 27.1x. High AUM-based revenue with strong client retention.

Unit Economics

CAC
73 $
Weighted average Customer Acquisition Cost = total channel spend / total customers acquired
CPA
73 $
Cost per Client Acquisition
ARPU
118 $/mo.
Average Revenue Per User
ARPPU
118 $/mo.
Revenue per paying user (= ARPU, no free tier)
LTV
489 $
Customer Lifetime Value
LTV : CAC
6.7 x
Healthy ratio (≥3)
CAC Payback
0.7 mo.
Months to recover customer acquisition cost
Payback Period
Discounted project payback period

Yearly P&L

Year 1
-586K
279 clients
Year 2
-250K
591 clients
Year 3
101K
847 clients

P&L Flows

Revenue: 1,898,172 $Product SalesIncome1,898,172 100%Payroll6 ppl1,224,143 64%Channels1,041,000 55%OpEx367,200 19%
Profit: -734,171 $

Sales Table

Year 1
Year 2
Year 3
Metric
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
Total
New Sales
–
–
–
–
–
–
67
189
371
426
470
466
469
478
494
516
544
531
518
515
512
509
509
509
509
509
509
509
509
509
509
509
509
509
509
509
14,201
Base at Start
–
–
–
–
–
–
–
67
255
626
1K
2K
2K
2K
3K
3K
4K
4K
5K
6K
6K
7K
7K
8K
8K
9K
9K
10K
10K
11K
11K
12K
12K
13K
13K
14K
13,697
Total Clients
–
–
–
–
–
–
67
255
626
1K
2K
2K
2K
3K
3K
4K
4K
5K
6K
6K
7K
7K
8K
8K
9K
9K
10K
10K
11K
11K
12K
12K
13K
13K
14K
14K
14,206
Active at Start
–
–
–
–
–
–
–
20
65
140
194
244
279
310
341
372
405
441
465
486
508
529
549
570
591
613
634
655
676
698
719
740
762
783
804
826
826
Churn
–
–
–
–
–
–
–
12
36
73
91
105
109
113
117
122
128
135
134
133
133
132
132
132
132
132
132
132
132
131
131
131
131
131
131
131
3,414
Active at End
–
–
–
–
–
–
20
65
140
194
244
279
310
341
372
405
441
465
486
508
529
549
570
591
613
634
655
676
698
719
740
762
783
804
826
847
847

Expenses Table

Year 1
Year 2
Year 3
Expense Item
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
Total
Operational Expenses
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
367,200 $
Acquisition Channels
–
–
–
–
–
–
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
35K
1,041,000 $
Team Payroll
19K
25K
31K
31K
36K
36K
36K
36K
36K
36K
36K
36K
36K
36K
36K
36K
36K
36K
34K
34K
34K
34K
34K
34K
34K
34K
34K
34K
34K
34K
34K
34K
34K
34K
34K
34K
1,224,143 $
Fraud Losses
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
0 $
Total Expenses
29K
35K
41K
41K
46K
46K
81K
81K
81K
81K
81K
81K
81K
81K
81K
81K
81K
81K
79K
79K
79K
79K
79K
79K
79K
79K
79K
79K
79K
79K
79K
79K
79K
79K
79K
79K
2,632,343 $

Income Table

Year 1
Year 2
Year 3
Income Item
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
Total
Tariffs(244,175 $)
Product Sales
–
–
–
–
–
–
320
1K
2K
3K
4K
4K
5K
5K
6K
6K
7K
7K
8K
8K
8K
9K
9K
9K
10K
10K
10K
11K
11K
11K
12K
12K
13K
13K
13K
14K
244,175 $
Additional Income(3 · 1,653,997 $)
AUM Management Fee
–
–
–
–
–
–
1K
4K
8K
11K
13K
15K
17K
19K
20K
22K
24K
26K
27K
28K
29K
30K
31K
33K
34K
35K
36K
37K
38K
40K
41K
42K
43K
44K
45K
47K
839,665 $
Premium Plan Revenue
–
–
–
–
–
–
700
2K
5K
7K
9K
10K
11K
12K
13K
14K
15K
16K
17K
18K
19K
19K
20K
21K
21K
22K
23K
24K
24K
25K
26K
27K
27K
28K
29K
30K
534,332 $
Partner Revenue
–
–
–
–
–
–
–
–
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
10K
280,000 $
Total Income
–
–
–
–
–
–
2K
7K
25K
31K
36K
40K
43K
46K
49K
53K
57K
59K
62K
64K
66K
68K
70K
73K
75K
77K
79K
82K
84K
86K
88K
91K
93K
95K
98K
100K
1,898,172 $

Income & Expense Trends

  • Balance
  • Cumulative Profit
  • Expenses
  • Income
M1M5M9M13M17M21M25M29M33-992K-492K8K508K823K

Acquisition Channels

  • Google Ads
  • LinkedIn Ads
  • Referral Program
  • SEO / Finance Blog
M1M5M9M13M17M21M25M29M330150300450600

Sales Trends

  • Active Clients
  • Churn
  • New Sales
  • Total Clients
M1M5M9M13M17M21M25M29M3304K8K12K16K

Yearly Forecast

MetricYear 1Year 2Year 3
Sales1,9896,1046,108
Active Clients279591847
Income per Client142 $123 $118 $
Total Income139,775 $710,224 $1,048,172 $
Total Expenses725,483 $959,808 $947,052 $
Partner Share
Net Income-585,708 $-249,584 $101,120 $

Average Monthly Turnover

MetricYear 1Year 2Year 3
Sales166509509
Active Clients79464730

Income Structure (Year 1)

AUM Management Fee51,773 $
Premium Plan Revenue32,947 $
Partner Revenue40,000 $
Product Sales15,056 $
Total139,775 $

Expense Structure (Year 1)

Operational Expenses122,400 $
Acquisition Channels208,200 $
Team Payroll394,883 $
Fraud Losses
Total725,483 $

Results Summary

Total Sales
14K
847 active
Total Income
1.9 M
Total Cost
2.6 M
Net Income
-734K