Wall Street Should Fear 28-Year-Old Alexa Von Tobel


Breaking Down the Successful Series B Pitch Deck of LearnVest

About LearnVest

LearnVest is a transformative financial planning startup founded by renowned entrepreneur, Alexa von Tobel. The venture works under the well-respected banner of The Northwestern Mutual Life Insurance Company. With its core mission to simplify financial planning and money management for the common person, LearnVest is dedicated to offering strategic insights to help individuals achieve their financial goals. This includes expert advice on savings techniques, budgeting methods, and optimum strategies for debt repayment.

About LearnVest's PitchDeck

Back in 2012, LearnVest astounded the startup world by amassing a significant $19.0M in their Series B funding round. Their pitch deck played a crucial role in achieving this milestone, clearly articulating the company's value proposition, growth potential, and commitment to making financial planning attainable for all. The pitch deck strategically highlighted the startup's mission, team strength, market opportunity, user engagement, and financial projections to secure the funding they required.

Why investors believed in LearnVest?

Investors saw great potential in LearnVest’s vision of making financial planning accessible, addressing a significant market need. Moreover, they were highly confident in Alexa von Tobel's leadership and the robust team driving LearnVest’s growth. The substantial funds raised in the Series B round was a testament to the investor trust in LearnVest’s potential for expansion. The funding served as a catalyst to scale the platform, enhancing the startup’s offerings and propelling LearnVest closer to its goal of democratizing financial planning.

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