Here's the 13-page pitch deck a fintech helping high-earning Gen Z and Millennials optimize their taxes used to raise a $7 million round
David Hegarty, previously a director at Credit Karma, founded the startup in 2021.This fintech is helping Gen Z and Millennials save millions by optimizing their taxes.
Instead, it's about focusing on"minimizing the taxes that you will pay on those investments," he added. Playbook has raised $12.6 million to date. Most recently, it announced a $7 million Series A round on March 29, led by Telstra Ventures. A spokesperson for Playbook declined to share the startup's current valuationHegarty was working at Microsoft after finishing his MBA. He was offered a 401 matching program, but he didn't take it simply because he didn't understand what it was.
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