# UNest's pitch deck

> UNest's pitch deck: 15 slides, and the funding round we observed afterwards.

Source: https://millionrounds.com/decks/unest (Millionrounds; every figure on the page links to its filing or article)

**UNest** Financial services 1 / 15 Read 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 slides 0.2MB US Financial services Apps Fintech

Read the deck Free 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 **Cover**
- 2 **Market**
- 3 **Vision**
- 4 **Market**
- 5
- 6 **Traction**
- 7 **Market**
- 8 **Team**
- 9 **Market**
- 10 **Business model**
- 11 **Competition**
- 12 **Roadmap**
- 13
- 14
- 15 **Team**

Cover Market Vision Traction Team Business model Competition Roadmap

What happened next

## $4.1M across 3 rounds

**3** rounds observed **$4.1M** reported in total **Jul 2019** first we saw **May 2024** most recent

- May 2024 Venture **$100K** [500 Global](https://millionrounds.com/fund/500-startups)[Franklin Templeton](https://millionrounds.com/fund/franklin-templeton)[One Way Ventures](https://millionrounds.com/fund/one-way-ventures)[s16vc](https://millionrounds.com/fund/s16vc-founders-for-founders-fund) Source recorded
- Oct 2019 Seed **$2.0M** [Band of Angels](https://millionrounds.com/fund/band-of-angels)[Draper Dragon](https://millionrounds.com/fund/draper-dragon)[The Artemis Fund](https://millionrounds.com/fund/the-artemis-fund)[Unlock Ventures](https://millionrounds.com/fund/unlock-ventures) Vested Ventures Reported by FinSMEs
- Jul 2019 Series A **$2.0M** [Artemis](https://millionrounds.com/fund/artemis)[Band of Angels](https://millionrounds.com/fund/band-of-angels)[Draper Dragon](https://millionrounds.com/fund/draper-dragon)[Pasadena Angels](https://millionrounds.com/fund/pasadena-angels) Reported by Houstonchronicle

[Everyone who backed UNest](https://millionrounds.com/company/u-nest)

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 2022** most recent filing

1 / 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 Dojo** Accelerator](https://millionrounds.com/fund/expert-dojo)[**Band of Angels** Angel network](https://millionrounds.com/fund/band-of-angels)[**Draper Dragon** VC firm](https://millionrounds.com/fund/draper-dragon)[**High Pines Investments** VC firm](https://millionrounds.com/fund/high-pines-investments)

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[Browse all 1,712 decks](https://millionrounds.com/decks). We hold no record of where this file came from or on what terms. If it is yours and you would rather it were not here, [tell us](https://millionrounds.com/corrections?deck=unest) and it goes.
