Platform Metrics

Real-time unit economics and engagement data. Transparent by design.

MRR

$275K

+664%YTD

HNW Users

4,600

+3,733%YTD

ARR Run Rate

$3.3M

AUM on Platform

$8.2B

+$6.8BYTD

Monthly Recurring Revenue

Unit Economics

LTV

$14,200

Lifetime value per HNW user

CAC

$320

Cost to acquire verified HNW user

LTV:CAC

44:1

Best-in-class ratio (>3:1 is good)

Payback

18 days

Time to recover acquisition cost

Net Revenue Retention

142%

Users spend more over time

Gross Margin

86%

Software-like economics

User Growth

Cohort Retention

52% retention at 6 months — top decile for fintech

Engagement Metrics

DAU/MAU

68%

>40% is excellent

Avg Session

8.2 min

vs 2.1 min industry avg

Bids Reviewed/User

4.7/week

Active marketplace signal

Deal Flow Views

12.3/week

High intent engagement

Advisor Response Rate

94%

Supply side activation

Bid-to-Match Rate

23%

Healthy conversion

Investment Thesis

Widening Moat

Every user deepens the data layer. Every bid increases marketplace liquidity. Network effects compound daily — impossible to replicate at scale.

Pricing Power

Advisors pay because verified HNW leads are worth $18K in CAC savings. Users pay because fee compression saves $12K+/year. Both sides have clear ROI.

Capital Efficient

86% gross margins. 18-day CAC payback. 142% net revenue retention. The business generates more revenue from existing users every month.

Durable Revenue

5 independent revenue streams. Advisor subscriptions, consumer premium, referral credits, deal flow fees, and advisor follow subscriptions. No single-product risk.

Reg D Framework

Designed to operate under SEC Regulation D, Rule 506(c). Accreditation requires document review by a licensed professional.

SOC 2 Type II

Enterprise-grade security. All data encrypted at rest and in transit. Annual third-party audit.

Compliance Ready

Platform architecture designed for FINRA Rule 3110 recordkeeping. All advisor bid history is fully auditable.

No Conflicts

Portflo does not receive compensation from advisors based on assets managed. Advisors compete on your terms.

Portflo, Inc. is not a registered broker-dealer, investment adviser, or mortgage broker. The platform facilitates introductions between high-net-worth individuals and licensed third-party financial service providers. Portflo does not provide investment advice, execute securities transactions, or arrange mortgage financing. All investment advisory services are provided solely by third-party SEC-registered investment advisers or FINRA-registered broker-dealers. Mortgage rate information is provided for comparison purposes only; all lending is arranged through licensed lenders.

Accredited investor status requires verification of financial documentation in accordance with SEC Rule 501 of Regulation D by a qualified third party (licensed attorney, CPA, or registered broker-dealer). AI-assisted net worth aggregation is used to facilitate this process and does not constitute a final determination of accredited investor status. Net worth data is aggregated via Plaid, Zillow, and Carta integrations. All data is processed in accordance with applicable privacy laws including CCPA and GDPR.

Deal flow listings are provided for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security. Private placements involve substantial risk including illiquidity and the potential loss of principal. Past performance is not indicative of future results. No return projections made by third-party advisors on this platform should be construed as a guarantee.

Portflo Health Score is a proprietary informational metric and does not constitute investment, tax, or legal advice. Peer benchmarks are anonymized and aggregated. Individual results may vary. This platform is a technology demonstration; all data shown is illustrative.