Confidential · Accredited Investors Only
Investment
Overview
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End-of-life planning is one of the most underserved, high-need markets in the world. Serene Legacy is building the platform every family will one day rely on — and we're raising to turn a complete design into a live product.
Confidential — for accredited investors only. Not an offer to sell securities.
The estate planning and digital legacy market represents a $40B+ addressable opportunity in North America, with no dominant digital-first platform. The broader end-of-life services ecosystem — spanning healthcare, legal, financial, and grief support — extends this opportunity substantially further.
Existing solutions fail families at every level. Estate attorneys are expensive and one-dimensional. Document tools are transactional and emotionally tone-deaf. No platform addresses the full journey — from organizing practical affairs to preserving memories and supporting families through transition.
Meanwhile, 73 million Baby Boomers are entering the phase of life where planning is most urgent. Their adult children — managing parents' affairs while beginning to think about their own — represent a second massive cohort arriving right behind them.
The demand is real and growing. We are not in the business of creating it. We are in the business of serving it at the exact moment it peaks — through the professionals and institutions families already trust.
The behavioral barrier to end-of-life planning is real — and our go-to-market is built entirely around bypassing it.
A direct B2C subscription anchors recurring revenue while two additional channels create a scalable, diversified SaaS business.
Direct-to-consumer tiered plans. A free tier drives acquisition; the Complete plan converts at $149/year with strong retention — users who store documents and memories rarely leave.
Referral partners — estate attorneys, hospices, financial advisors — pay a per-seat or revenue-share fee for white-labeled or co-branded access. This channel dramatically lowers CAC while expanding into pre-qualified audiences.
Connections to attorneys, funeral homes, assisted living facilities, and other service providers generate affiliate and referral revenue as users act on their plans — creating a monetization layer that grows with user engagement.
First revenue Q3 2026. First profitable quarter Q2 2028. Sensitivity analysis confirms profitability at 50% slower growth.
| Year | Revenue | Expenses | Net |
|---|---|---|---|
| 2026 | $67K | $215K | ($448K) |
| 2027 | $1.07M | $2.13M | ($1.06M) |
| 2028 | $3.92M | $3.54M | +$380K |
| 2029 | $6.63M | $5.00M | +$1.62M |
| 2030 | $8.17M | $6.03M | +$2.14M |
Source: Business Growth Model v7, Feb 2026. For discussion purposes only.
Competitors address fragments of the problem. Serene Legacy is the only platform that unifies the practical and the emotional — with a B2B2C channel no incumbent can easily replicate.
| Platform | Price | Document Vault | Memory & Legacy | Circle / Executor | B2B2C Channel |
|---|---|---|---|---|---|
| Serene Legacy | Free – $149/yr | ✓ Full | ✓ Full | ✓ Full | ✓ Core GTM |
| Trustworthy | $20/yr | ~ Basic | ✗ | ~ Limited | ✗ |
| Trust & Will | $900 one-time | ~ Legal only | ✗ | ✗ | ✗ |
| Quicken LifeHub | $48/yr | ~ Basic | ✗ | ~ Limited | ✗ |
We are raising a two-tranche SAFE seed round totaling ~$1.49M at a $6.0M post-money valuation cap. Tranche 1 funds product completion and initial B2B2C outreach. Tranche 2 — gated on 10+ paying sponsors and a live product — funds scale.
The founding team of seven has invested ~$70.8K in sweat equity and is deeply committed to the mission. We are looking for investors who believe every family deserves a better way through life's most important chapter.
Request the Full DeckCapital is deployed in two tranches, with Tranche 2 gated on product launch and partner validation — ensuring investor capital is not committed before the model is proven.
Gated milestone: 10+ paying B2B2C sponsors + live product
Product completion milestone gates the T1 tranche. First revenue targeted Q3 2026 — the same quarter as T1 close.
T2 raise is gated on 10+ paying sponsors. Partner conversations are underway. We will know within six months if the channel works.
Sensitivity analysis confirms Q2 2028 profitability even at 50% of projected growth. The model is not contingent on best-case adoption.
T&W is a legal document platform. Building an emotionally intelligent life companion would cannibalize their identity and revenue model — it's a different company, not an adjacent feature.
HIPAA-compliant architecture designed from day one: encryption at rest and in transit, role-based access controls, audit logging, data residency controls. NH attorney review completed.
Direct billing reduces effective payment fee to ~2%. Web subscription reduces App Store / Google Play fee dependency for the majority of revenue.
The Serene Legacy founding team brings together technology, product, business modeling, finance, healthcare, and domain expertise — and every one of us has personally experienced the chaos that the absence of a tool like this creates.
Decades of experience building mission-driven ventures. Former CEO of Cambridge Transportation Labs and Associate Director of Business Development at IRBM. Focuses on companies where the mission he builds is one he fully embraces.
25+ years launching and scaling mission-driven organizations in healthcare, grief, and civic engagement. Raised over $50M for non-profits. Former aide to Senator Jay Rockefeller and Vice President Biden. President of The Healing Center.
Finance and operations leader with experience managing $500M+ budgets and scaling distributed organizations across nearly 2,000 employees. Previously at Merrill Lynch, where he oversaw a $550M Technology and Facilities budget.
"The innovator and instigator" of the team, driven by a lifelong commitment to advancing human empathy. Background in early-stage ventures spanning blood banking, clean energy, urban infrastructure, and sustainable agriculture.
Technology and business leader specializing in financial services infrastructure. Former Head of Technology Infrastructure at both Fidelity Investments and Merrill Lynch. Founder & CTO of Indivisible Partners.
Founding member of Boutin Lowman PLLC with 20+ years of legal and corporate experience spanning business law, litigation, estate planning, and real estate. Admitted to state and federal courts in NH and MA.
30 years in healthcare and insurance, leading technology teams across multiple countries. Founded Prana Wellness to address healthcare gaps. Former CIO at Max Healthcare and Management Consultant at PwC. Author of The Longevity Circle.
Seven co-founders across technology, product, business, finance, healthcare, and professional services. What makes this team right for the problem is not a single founder's personal tragedy — it is the fact that every one of us looked at this problem from our professional and personal lives and arrived at the same conclusion: this needs to exist, it needs to be built with empathy and rigor, and no one has done it right yet.
We'd love to walk you through the full investment thesis, product roadmap, and financial model in detail. Reach out to Michael directly to schedule a conversation.
867 Boylston Street, 5th Floor · Boston, MA 02116
This page contains confidential information intended for accredited investors only. Please enter your access code to continue.