Tilt $7.1M Seed Sales Trigger

🚀 Battle Card: Tilt

• Andrew Peek, CEO 📧 <andrew@tilt.io>

• 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

• Limited personalization in traditional indexing

• High minimums and opaque pricing models

• Primary: AI-powered direct indexing platform → Zero-min portfolios &amp; tax-optimized returns (on the back of this Tilt sales trigger)

• Expansion: Data-driven theme surfacing &amp; cost-plus pricing → Hyper-personalized advisor experience

• HQ: Miami, FL

• Employees: ≈ 25

• Rev: ≈ $2M

• Website: [tilt.io](https://tilt.io/)

🤼 Competitive Intel

• BlackRock — Direct Indexing
• Unique edge: Institutional scale &amp; global ETF network
• Evaluated by CFO &amp; Head of Wealth for stability

• Vanguard — Direct Indexing
• Unique edge: Ultra-low fees &amp; passive index expertise
• Evaluated by Director of Operations for cost control

• Wealthfront — Automated Indexing
• Unique edge: Automated tax-loss harvesting &amp; easy onboarding
• Evaluated by Head of Investments for automation

• FactSet — Research-Driven Indexing
• Unique edge: Institutional research integration &amp; analytics
• Evaluated by CIO &amp; Data Science for insights

✅ 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        = 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?" >>