Series A — Raising $4.5M

RetirePlusPlus

The AI-Powered Retirement Lifestyle Platform

View Pitch Deck Read Business Plan

Investment Highlights

Key metrics and milestones

$73B
Total Addressable Market
Retirement services
10K+
Platform Sign-ups
+300% YoY
3x
Year-over-Year Growth
Accelerating
89%
Monthly Retention
vs. 65% industry avg
4.7/5
User Satisfaction
$4.5M
Series A Round
$18M pre-money

Financial Overview

5-year projections and key financial metrics

5-Year Financial Projections

Metric Year 1 Year 2 Year 3 Year 4 Year 5
Revenue $1.2M $4.8M $14.2M $32.5M $58.0M
Operating Costs $3.8M $7.2M $15.6M $28.0M $43.5M
EBITDA ($2.6M) ($2.4M) ($1.4M) $4.5M $14.5M
Users 15K 55K 180K 420K 850K
EBITDA Margin — — — 14% 25%

Investor Documents

Access our complete fundraising materials

Business Plan
Comprehensive business plan
Executive Summary
2-page investor brief
Pitch Deck
Interactive presentation (HTML)
Term Sheet
Series A terms (HTML)

Leadership Team

Experienced operators and retirement industry veterans

RK
Robert Keller
CEO & Co-Founder
Former SVP at Fidelity Investments. Led retirement product innovation for 20+ years. MBA, Wharton School of Business. Managed $2B+ in retirement assets.
AP
Anita Patel
CTO & Co-Founder
Former Director of AI at Vanguard. Expert in ML-driven financial planning. MS Computer Science, Stanford. Built systems serving 10M+ investors.
MW
Maria Whitfield
COO
Former VP Operations at AARP Financial. Scaled retirement services across all 50 states. MHA, Columbia University. 2M+ member operations experience.

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