Nestimate $3M Sales Trigger

🚀 Battle Card: Nestimate

• Kelby Meyers, CEO 📧 kelby@mynestimate.com

• This Nestimate sales trigger underscores growing investor confidence in retirement analytics → Source

• Difficulty modeling lifetime income outcomes for plan participants

• Lack of scalable analytics for 401(k) fiduciaries

• Primary: Advanced Analytics & Modeling Platform → Precision in retirement income planning

• Expansion: Custom Reporting & Advisory Tools → Deeper client engagement

• HQ: Lincoln, NE, USA

• Employees: ≈ 20

• Rev: ≈ $1.5 M

• Website: mynestimate.com

🤼 Competitive Intel

• BlackRock Aladdin — Retirement Analytics / Risk Modeling
• Unique edge: Deep asset-class data at scale
• Evaluated by CFO for data credibility

• Vestwell — Digital Plan Administration & Analytics
• Unique edge: Seamless plan admin integration
• Evaluated by VP Ops for implementation ease

• Morningstar Retirement Solutions — Managed Accounts & Modeling
• Unique edge: Robust research-backed projections
• Evaluated by Dir Finance for reporting depth

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Kelby
COMPANY     = Nestimate
DEPT        = Analytics
SIZE        = 20
BOTTLENECK  = lack of scalable analytics
EVENT       = Closes $3M Investment Round
DETAIL      = Closes $3M round
PAIN        = Difficulty modeling lifetime income outcomes
SRC         = https://vcnewsdaily.com/nestimate/venture-capital-funding/pzhcftjglz
SIM_CO      = BlackRock Aladdin
WIN_METRIC  = 30% faster analytics
NEXT_SIZE   = 50
EMP_EST     = ≈ 20
REV_EST     = ≈ $1.5 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 20-person Analytics

Kelby—noticed your Analytics team is ≈ 20.

That’s when lack of scalable analytics slows growth.

We helped BlackRock Aladdin fix this with Advanced Analytics & Modeling Platform.

Result: 30% faster analytics.  
Quick call?

PS—next bottleneck hits ≈ 50.

DM ≤45 words, TONE:
Saw your post about Closes $3M round — Difficulty modeling lifetime income outcomes.  
Advanced Analytics & Modeling Platform. 30% faster analytics.  
Quick chat?