UNestFinancial services1 / 15Read in the app

Pitch deck

UNest's pitch deck

The deck, and the 3 rounds we watched UNest raise afterwards, with the investors each report named.

UNest, founded in 2018 by Ksenia Yudina, is a financial technology company based in North Hollywood, California. The company focuses on providing accessible financial planning and investment tools for families, aiming to help them save for their children's future milestones. UNest operates as a private company and is registered with the U.S. Securities and Exchange Commission as an investment adviser. The flagship offering is the UNest mobile app, which allows parents to set savings goals, automate deposits, and receive real-time updates on their investments. The app supports tax-advantaged custodial investment accounts under the Uniform Transfers to Minors Act, providing flexible contributions and diverse investment options, including cryptocurrency. UNest also integrates with 529 college savings plans and offers personalized financial advice and insurance products. The company emphasizes inclusivity and aims to empower families from all socioeconomic backgrounds to build a secure financial foundation for their children.

15 slides0.2MBUSFinancial servicesAppsFintech

Read the deckFree account. The deck belongs to UNest, so reading it needs one; everything on this page is public.

What is in it

The deck, slide by slide

Each slide by what it argues. 15 slides against a median of 13 across the 1,712 decks we hold.

median
  1. 1Cover
  2. 2Market
  3. 3Vision
  4. 4Market
  5. 5
  6. 6Traction
  7. 7Market
  8. 8Team
  9. 9Market
  10. 10Business model
  11. 11Competition
  12. 12Roadmap
  13. 13
  14. 14
  15. 15Team

CoverMarketVisionTractionTeamBusiness modelCompetitionRoadmap

  1. May 2024

    Venture$100K

    500 GlobalFranklin TempletonOne Way Venturess16vc

    Source recorded

  2. Oct 2019

    Seed$2.0M

    Band of AngelsDraper DragonThe Artemis FundUnlock VenturesVested Ventures

    Reported by FinSMEs

  3. Jul 2019

    Series A$2.0M

    ArtemisBand of AngelsDraper DragonPasadena Angels

    Reported by Houstonchronicle

Everyone who backed UNest

Form D

What they told the regulator

UNest filed 2 Form Ds with the SEC

The company reporting its own raise, rather than a journalist reporting it.

Feb 2022most recent filing
UNest pitch deck, cover slide1 / 15

The deck itself

Read UNest's full pitch deck

All 15 slides, each read for what it argues and set against the decks that raised at the same stage. The cover is shown here; the rest is read in the app.

Read the deck →Free account. The deck belongs to UNest.

Investors who claim them

Firms listing UNest on their own portfolio page: the firm's own account rather than a round we watched. Weaker than an announcement, much stronger than a list somebody sold us.

Expert DojoAcceleratorBand of AngelsAngel networkDraper DragonVC firmHigh Pines InvestmentsVC firm

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