Firstly, thanks for your interest in Portalstack 🙏.
In mid-2021, at the height of the pandemic, I had one of those rare aha startup idea moments that surface maybe every 5 years or so. It occurred to me that the tyranny of choice when it comes to internal business tooling was real, yet there was this massive gap in the market for a unified solution for professional advisors (such as accountants, lawyers, insurance brokers etc) to work with their clients.
The natural tendency for many advisors is to hack together various tools as a tactical solution. But this comes at a hefty cost – client experience suffers. The hook was on – I hunkered down to build the MVP (embarrassingly simple form builder) before kicking off the beta program to test, validate and iterate on the product with a group of friendlies.
I emerged from my basement to officially launch Portalstack in February, 2022, so that professional advisors can easily collaborate with their clients and digitize their workflow – translation: spend less on pushing paper and more on advisory work (i.e. the stuff clients value and pay for).
I’m generally an anti-mission statement kinda guy (or anything motherhood’y for that matter), so I’m going against my better judgement…but:
Happy to connect on LinkedIn if you want to follow my journey.