Own Investor AI.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Investor AI brand, domain, and logo identity
• ●Cold email and LinkedIn outreach playbook and sequences
• ●SaaS codebase, database schema, and deployment infrastructure
• ●Financial model with validated unit economics and GTM costs
• ●20+ qualified leads from founder's existing outreach efforts
• ●Customer success playbook and sales process documentation
• ●AI prompt library optimized for suitability and compliance docs

What Roll Digital builds for you.

Custom scope to take Investor AI from MVP shell to operating business.

• ▸Production FastAPI backend with Postgres, user authentication, and audit logging
• ▸Stripe billing integration with 3 pricing tiers and metered usage tracking
• ▸Multi-tenant customer dashboard with document history and analytics
• ▸Document generation pipeline with template versioning for firm-specific formats
• ▸PDF export, email delivery, and regulatory compliance audit trail
• ▸FINRA-ready logging and data retention for regulatory review
• ▸Initial 30-day customer success support and founder transition handoff
• ▸Cold email tooling integration and lead tracking for GTM

Why this could work.

Repeatable GTM motion proven to generate 3-4 monthly closes at $149-249 per firm. Large TAM of 63,000+ potential customers spending $3,000 annually on niche compliance and productivity software. Clear pain point: compliance paperwork consumes advisor billable hours. Recurring revenue model with proven pricing. Low CAC if outbound motion converts. Founder has warm network and customer references to accelerate initial sales.

What you'd risk.

Liability-averse market means one audit flag or poor performance story kills the product and spreads through tightly-knit peer networks, creating lasting reputational damage hard to reverse. Incumbents like Orion, Redtail, and Wealthbox already ship or are adding AI features inside platforms advisors already use daily. Firm-specific compliance document formats and customization demands threaten unit economics and turn SaaS into a services business.

Who this fits.

Experienced SaaS founder or fintech agency operator comfortable executing a documented GTM playbook without heavy customization. Should have compliance or advisory industry experience, or an existing warm network into RIA principals and decision makers. Not a first-time founder; this requires navigating liability concerns and regulatory nuance. Operator who can make tactical decisions from founder playbooks and customer feedback.

Timeline.

From contract signing to operating business.

1. Day 1
   Codebase handoff, founder debrief, customer list and outreach sequences
2. Week 1
   Test product with 3 existing customers, backend audit and stabilization
3. Week 3
   Stripe billing live, customer success playbook documented and tested
4. Week 6
   Resume cold outreach, first new trial signup from founder playbook
5. Day 90
   5+ paying customers, 6-figure annual run rate validated, GTM repeatable

Pricing.

Three ways in, depending on how much you want to build yourself.