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Ep - 4 He raised $48 Million💰 for his estate-planning startup - Daniel Goldstein, COO, Trust & Will
I'm excited to announce the latest episode of Fundraising Demystified where we uncover the untold stories of successful founders. In this episode, host Jason Kirby interviews Daniel Goldstein, CEO and co-founder of Trust and Will, a company that is building what you'd imagine as the TurboTax for estate planning.
Here are some key takeaways from the episode:
- Trust and Will is a San Diego-based company that started with Techstars and has grown to help more than half a million families with their estate planning.
- The market opportunity for estate planning is huge, with six to eight million people doing a net new estate plan every single year.
- Building a network of investors takes time and effort, but it's important to hone your story and pitch to as many investors as possible.
- When choosing investors, don't just go for the money, but also consider who you'll be working with for the next ten years.
You can listen to the full episode on our website or wherever you get your podcasts.
The podcast equips entrepreneurs with the knowledge and inspiration to conquer the fundraising landscape. So, whether you're a first-time founder or a seasoned entrepreneur, this episode is a must-listen.
If you're interested in learning more about Daniel's experience or want to connect with him directly, he encourages you to reach out to him on LinkedIn, or email.
Links mentioned:
Trust & Will website: https://trustandwill.com
Reach Daniel on Linkedin - https://www.linkedin.com/in/goldstein22/
Reach Daniel on Twitter - https://twitter.com/Goldstein222
Hosted by Jason Kirby - https://www.linkedin.com/in/jasonrkirby/
Thunder website - https://web.thunder.vc
Podcast on Spotify: https://spotifyanchor-web.app.link/e/qlPa0I6yVAb
Email Jason at [email protected]
Thank you for tuning in to Fundraising Demystified. Stay tuned for more episodes featuring founders and investors sharing their stories and insights.
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By Jason KirbyI'm excited to announce the latest episode of Fundraising Demystified where we uncover the untold stories of successful founders. In this episode, host Jason Kirby interviews Daniel Goldstein, CEO and co-founder of Trust and Will, a company that is building what you'd imagine as the TurboTax for estate planning.
Here are some key takeaways from the episode:
- Trust and Will is a San Diego-based company that started with Techstars and has grown to help more than half a million families with their estate planning.
- The market opportunity for estate planning is huge, with six to eight million people doing a net new estate plan every single year.
- Building a network of investors takes time and effort, but it's important to hone your story and pitch to as many investors as possible.
- When choosing investors, don't just go for the money, but also consider who you'll be working with for the next ten years.
You can listen to the full episode on our website or wherever you get your podcasts.
The podcast equips entrepreneurs with the knowledge and inspiration to conquer the fundraising landscape. So, whether you're a first-time founder or a seasoned entrepreneur, this episode is a must-listen.
If you're interested in learning more about Daniel's experience or want to connect with him directly, he encourages you to reach out to him on LinkedIn, or email.
Links mentioned:
Trust & Will website: https://trustandwill.com
Reach Daniel on Linkedin - https://www.linkedin.com/in/goldstein22/
Reach Daniel on Twitter - https://twitter.com/Goldstein222
Hosted by Jason Kirby - https://www.linkedin.com/in/jasonrkirby/
Thunder website - https://web.thunder.vc
Podcast on Spotify: https://spotifyanchor-web.app.link/e/qlPa0I6yVAb
Email Jason at [email protected]
Thank you for tuning in to Fundraising Demystified. Stay tuned for more episodes featuring founders and investors sharing their stories and insights.