Repositax

A Community of Tax Firms & their Clients

https://wefunder.com/repositax

Total raised on Wefunder: 0

Total investors: 0

Quick facts

  • Founder has 35+ yrs of startup and domain expertise, in Tax Firms and as a Client, raised $2 million
  • 80% of Tax Firms only use 1) Email, 2) Texts and 3) Client Portals to communicate & share data
  • For these Tax Firms, Repositax is their Client facing 'tech stack', w/o migrations or integrations
  • 75% of Tax Firm owners are retiring in the next 15 years (eg, significant turnover & transactions)
  • Product-Market fit established with 6 Customers and their 3,000 Clients (Customer Pipeline = 200+)
  • Distribution agreements with Bookkeeping Firms to create Client accounts and invite their Tax Firms
  • Additional revenue can be made from Clients for using the non-tax related features
  • Additional revenue can be made from Tax Firms in a Marketplace to buy/sell tax practices on platform

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Repositax

A Community of Tax Firms & their Clients

EARLY BIRD TERMS: $264,550 LEFT

$235,450

of a $300,000 goal
INVESTMENT TERMS
Future Equity
 $10M  $7.5M valuation cap 20% discount
Early Bird Bonus: The first $280K of investments will be in a SAFE with a $7.5M valuation cap
$250, $500, $1K, $10K, $50K

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