AI-powered client documents and presentations for financial advisors

This B2B SaaS platform helps independent financial advisory firms turn meeting notes, transcripts, and planning data into polished client documents, branded presentation decks, and reusable templates in minutes. Advisors can upload materials, describe what they need in plain English, revise drafts with simple feedback, and export finished deliverables for clients.

The business is early but validated, with paying subscribers, strong margins, and a clear niche in advisor workflow software. It is bootstrapped, founder-operated, and already generating recurring revenue through organic outreach, advisor communities, LinkedIn, and demos—giving a buyer a solid base to grow.

✅ 5 active subscriptions generating $1,155 MRR ($13.9K ARR)
✅ $3.7K TTM revenue with ~$3.1K TTM profit and low overhead
✅ Solves a clear pain point: faster, branded client-ready reports and presentations
✅ Strong upside through SEO, content marketing, outbound sales, and paid acquisition
✅ Sale includes the codebase, domain, brand assets, IP, documentation, and customer relationships