Anvest — Personal Finance App

Pre-seed fundraising analytics for a fintech startup — modeled CAC, LTV, and acquisition funnel economics to secure $100K in funding.

As co-founder of Anvest, a personal finance app startup, I led the pre-seed fundraising initiative by building investor-ready materials that demonstrated a cost-effective customer acquisition strategy.

Results

Metric Q4 2022 Q1 2023
LTV / CAC ratio 0.5 1.85
Revenue per customer $0.32 $3.90
Pre-seed funding secured $100K

What I Did

  • Designed a user-acquisition funnel flowchart with conversion rates and outcomes at each stage
  • Calculated customer acquisition cost (CAC) for each funnel phase
  • Modeled customer lifetime value (LTV) across the acquisition journey
  • Demonstrated that our organic-growth approach delivered significantly lower CAC vs. traditional paid social media advertising