Mission & Vision

Mission: Deepen relationships between business owners and their most trusted advisor.

Vision: We envision a world in which all business owners get quality financial advice.

Core Values

• Say the thing you think you cannot say – builds trust
• Assume Positive Intent – us vs. the problem, not vs. each other
• Cultivate Curiosity – ensures growth, strong opinions loosely held
• Best-self Meritocracy – do what it takes to show up ready to perform
• Pursue Craftsmanship with Rigor – our passion drives us, we take pride in our work, we make principled decisions

Loom Overview

https://www.loom.com/share/2d7d6e061c604f15ba3bf7ec3effb522

Founder Brief

I saw this story, and shared it with the team this month. When I read this, I felt an incredible wave of emotion. Gratitude really. The message is loud and clear, one that you often hear related to Warren Buffett. Would you trade everything to be Warren Buffett? While $150B would be nice, you'd also be 96. None of us would make that trade.

When I decided to leave KKR to go to Instacart, Henry Kravis asked me to fly to New York to come see him. He sat me down in his office. I thought he was going to try and convince me to stay. I was wrong. He had brought me there to congratulate me in person. He wanted to share the story of how he and George started KKR. He said he respected my desire to go help build something.

But somehow, Henry’s masterclass in leadership wasn’t the most memorable thing about the meeting. Instead it was what he said as he was walking me out.

“How old are you, Ravi?”

I told him I was 33. He leaned his head back and said, almost to himself, “I would do anything to be 33 again…I would do anything to do it over again."