Jack Boudreau

Hi xxxx, Insert custom message about their previous investments, warm referral, etc. Compelling statistic about size of opportunity, the problem you solve, target audience, etc. We are X for Y, quick short thesis on who you are and why they should care A few facts about us: Progress and trac...

Venture Capital Notes VC OVERVIEW How VCs Raise Money VCs raise money from a variety of entities, including government and corporate pension funds, large corporations, banks, professional institutional investors, educational endowments, high-net-worth individuals, funds of funds, charitable org...

Outline for Investor Deck: An easy one liner, like we are X for Y (Duolingo for high profile officials and business tycoons) Problem Solution TAM GTM Traction & Validation How you make money Competition Team The ASK Problem This is a money lost statement, something showcasing an issue in indust...

Introduction: Hey there! All of my resources are free and in good faith. If any of you find value in my content or resources like these, my only ask is that you help us share our mission at www.usehabits.com. We're building the go-to destination for 20, 30, and 40yr olds to find a financial ...

EQUITY GRANT PRIMER/CHECKLIST ISO vs. Non-Qual vs. Restricted Stock ∙ ISOs: o Requirements: ▪ Recipient must be an employee at date of grant and must maintain employment relationship throughout entire period of time that the ISO is held (3-month period post-termination is exempted, which is ...

Passage to Profit Show - Road to Entrepreneurship · Episode

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.Today, I’m joined by Jack Boudreau, CEO & Co-Founder of Habits, a marketplace connecting financial advisors with HENRYs (High Earner, Not Rich Yet), DINKs (Dual Income, No Kids), and young families. Jack’s background in JPMorgan and Techstars gives him unique insights into how younger generations find and choose financial advisors.

Follow Jack on TikTok here: https://www.tiktok.com/@jack_boudreau_Jack's LinkedIn: https://www.linkedin.com/in/jack--boudreau/Check out Habits here: https://...