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Taylor Hoffman

Access to human-led investment management to build generational wealth for all

Last Funded July 2022

$496,550

raised from 47 investors
Pitch Video
Investor Panel

Highlights

1
Taylor Hoffman's app, Avidus, is ready to democratize investment management nationwide & globally
2
$325 million already managed for clients with a 99.9% retention rate
3
On track for $2 million recurring revenue, growing at 36.7% y-o-y, pre-Avidus launch
4
Highly experienced team, with Board Members including Retired Navy Seal Captain Tom Chaby

Our Team

We are passionate about making a difference in people's lives. We want to take our investment portfolios and financial management expertise and democratize them to people who otherwise wouldn't have access to us.

We are ready to scale

Taylor Hoffman is an established wealth management firm managing over $325 million. Our proprietary fintech platform, Avidus, is ready to scale our business by democratizing access to high-end wealth management for millions of people!

The Problem

Our Solution

Our first product on the Avidus Platform is our Avidus Premier Strategy. Investors in this strategy will receive a portfolio of what we believe are the 30 most remarkable companies in the United States.

We are prepared to scale the Avidus Platform to include 6 proprietary investment strategies by 2025. These investment strategies will be exclusive to the Avidus Platform and our community, and NOT Wall Street. By directly investing in stocks, cryptocurrencies, art, and real estate we eliminate all the hidden fees that the Robo-advisors only mention in their footnotes. We believe that in the long-run, direct ownership of these curated investments will help compound wealth for all of us in the most efficient way. Remember, we invest in the same products alongside you, so your success is our success.

Our addressable market in the United States is estimated to be over $20 trillion for retail assets. Market studies indicate that just Robo-advisory platforms will manage $16 trillion worldwide by 2025. Avidus is ready to capitalize on this tailwind by first expanding in the United States and then globally. 

In 3 years, the Taylor Hoffman team has doubled its assets under management to $325 million, tripled its staff, raised $1.35 million in Pre-Seed funding, and launched the Avidus Beta in the Apple App Store. By 2025 we are targeting $1 billion managed on behalf of over 31,000 clients across 6 proprietary investment strategies. 

Forward-looking projections cannot be guaranteed.

We are building Taylor Hoffman for the long haul. Having a long-term vision enables us to maximize shareholder value, while also making the largest impact in the lives of our customers. In the next 10 years, we are planning on rewarding our shareholders by issuing dividends, authorizing stock buybacks, or even taking Taylor Hoffman Inc. public through an IPO. While less optimal, a partial sale of Avidus to a strategic partner would also secure a way to reward our shareholders. 

Forward-looking projections cannot be guaranteed.

Our $25.3 million pre-money valuation is based on data compiled by an independent third-party research firm that has determined that our peer group commands a 26.3x revenue multiple (data as of 2018, 2019, and 2020). For our Taylor Hoffman valuation, we applied a ~52% discount to our peer group revenue multiple to reflect specific startup risks. 

Forward-looking projections cannot be guaranteed.


Overview