Tilt $7.1M Seed Sales Trigger
Tilt just raised $7.1M seed from Portage & Lerer Hippeau. Use this heat to pitch your AI-powered direct indexing. Next touch: Email CEO Andrew Peek.
Published on
Do not index
Do not index
🚀 Battle Card: Tilt
Quick trigger:
👤 Decision Maker in the News
- Andrew Peek, CEO 📧 <andrew@tilt.io>
💡 Why It Matters
- Major backers Portage, Lerer Hippeau and others validating next-gen AI direct indexing. This Tilt sales trigger signals growing fintech appetite for hyper-personalized, tax-optimized portfolios. → Source
🎯 Core Pain Point
- Limited personalization in traditional indexing
- High minimums and opaque pricing models
💰 What to Pitch
- Primary: AI-powered direct indexing platform → Zero-min portfolios & tax-optimized returns (on the back of this Tilt sales trigger)
- Expansion: Data-driven theme surfacing & cost-plus pricing → Hyper-personalized advisor experience
🗺️ Quick Context
- HQ: Miami, FL
- Employees: ≈ 25
- Rev: ≈ $2M
- Website: [tilt.io](https://tilt.io/)
🤼 Competitive Intel
Which other vendors you’ll probably face to win Tilt’s business.
- BlackRock — Direct Indexing
- Unique edge: Institutional scale & global ETF network
- Evaluated by CFO & Head of Wealth for stability
- Vanguard — Direct Indexing
- Unique edge: Ultra-low fees & passive index expertise
- Evaluated by Director of Operations for cost control
- Wealthfront — Automated Indexing
- Unique edge: Automated tax-loss harvesting & easy onboarding
- Evaluated by Head of Investments for automation
- FactSet — Research-Driven Indexing
- Unique edge: Institutional research integration & analytics
- Evaluated by CIO & Data Science for insights
✅ Do-Now Checklist
Connect with Andrew Peek on LinkedIn (if found)
Generate email + DM using the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Capture momentum from this Tilt sales trigger and drill into advisors’ pain points daily—no fluff, all pipeline.
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🧠 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 = Andrew
COMPANY = Tilt
DEPT = Executive
SIZE = 25
BOTTLENECK = limited personalization in indexing
EVENT = Raised $7.1M Seed Round
DETAIL = raised a $7.1M seed round led by Portage and Lerer Hippeau
PAIN = limited personalization and high minimums
SRC = https://vcnewsdaily.com/tilt-indexing/venture-capital-funding/zyvllfbqmq
SIM_CO = Wealthfront
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ 50
EMP_EST = ≈ 25
REV_EST = ≈ $2M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: 25-person Executive
Andrew—noticed your Executive team is ≈ 25.
That’s when limited personalization in indexing slows growth.
We helped Wealthfront fix this with ❑<1-line value>❑.
Result: ≈ TBD.
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>
PS—next bottleneck hits ≈ 50.
DM ≤45 words, TONE:
Saw your post about raised a $7.1M seed round led by Portage and Lerer Hippeau — limited personalization and high minimums.
❑<1-line value>❑. ❑<metric>❑.
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>