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VestPad

Financial dashboard & tax prep for small landlords (1-20 units)

Nova Score: 78/100

Presented by the AI Shark Tank Team

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The Problem

19.95M

Landlord households in the US

17M own fewer than 10 units

14 hours

Per month on manual bookkeeping

Spreadsheets, receipts, chaos

$800-1.2K

Annual CPA fees

Just for rental Schedule E

"I have 3 properties and I'm still using 4 spreadsheets and a shoebox of receipts"

β€” r/realestateinvesting

"My accountant charged me $1,100 just to sort out my rental income last year"

β€” BiggerPockets forum

"I'm terrified the IRS will ask about my rental expenses. I don't have the records"

β€” Anonymous landlord forum

The Solution

VestPad automates what landlords waste time on

  • Bank feed connects β€” transactions auto-categorize
  • Per-property profit tracking β€” know which units pay
  • One-click Schedule E export β€” tax prep done
  • Depreciation schedule β€” maximize deductions
Main St Property$3,200
$2,400 rental income Β· $800 expenses
Oak Ave Property$2,100
$2,800 rental income Β· $700 expenses

MONTHLY PORTFOLIO

$5,300

2 properties Β· Ready for tax prep

Why Now

+23%

IRS Schedule E Audits (2025)

Landlords are now prime audit targets. Documentation is critical.

↑STR Regs

Short-Term Rental Regulations

Airbnb/VRBO hosts need bulletproof records for local compliance.

5.2M

Accidental Landlords

High interest rates β†’ people cannot sell β†’ forced into landlording.

+30%

QuickBooks Price Hike (2024)

Landlords actively hunting alternatives. Market is primed to switch.

Market Opportunity

A massive, underserved market of landlords looking for simplicity

$2.4B
TAM β€” Total Addressable Market
$612M
SAM β€” Serviceable Market
$14.7M
SOM β€” Our 24-mo Target

Stessa

$4.5M

Free + $20/mo, 100K users, no tax prep

Landlord Studio

$9M+

$12-55/mo, complex UI, 50K users

Buildium

$1.5B

$58-375/mo, property manager focus

Competitive Landscape

ToolPriceLandlord-FocusedTax Prep Built-InSimple UI
πŸ† VestPad$19–89/moβœ…βœ…βœ…
Stessa$0–20/moβœ…βŒβœ…
Landlord Studio$12–55/moβœ…βœ…βŒ
QuickBooks$35–100/moβŒβœ…βŒ
Buildium$58–375/moβœ…βœ…βŒ

Our Unfair Advantage

Built exclusively for 1-20 unit landlords. No property managers. No enterprise bloat. Pure-play focused on the exact workflow small landlords need: track income, categorize expenses, prepare taxes. Competitors chase everyone; we own our segment.

Product Overview

Three steps from chaos to tax-ready financial clarity

1

Connect Bank

Link accounts. Transactions auto-categorize.

2

Track by Property

P&L per unit, depreciation, mortgage splits.

3

Export & File

One-click Schedule E PDF ready for CPA or self-file.

Automatic Categorization

Bank feed learns your categories. Mortgage, repairs, utilities β€” all tagged.

Per-Property P&L

See which properties print money and which are bleeding.

Schedule E Export

PDF-ready tax form. Give to CPA or file yourself.

Depreciation Tracker

Automate depreciation schedule. Maximize deductions legally.

Business Model

SaaS subscription. Monthly billing + annual option (2 months free).

Solo

$19/mo
  • Up to 3 properties
  • Bank feed + auto-categorize
  • Schedule E export (PDF)
  • Email support
Most Popular

Pro

$39/mo
  • Up to 10 properties
  • Everything in Solo
  • Mileage tracker
  • Mortgage split calculator
  • Priority support

Portfolio

$89/mo
  • Unlimited properties
  • Everything in Pro
  • Multi-entity support
  • CPA export package
  • Phone + email support
$30.50
Weighted ARPU*
60% / 30% / 10%
Tier Mix (Solo/Pro/Portfolio)

* Annual-billing-adjusted (30% of customers on annual plan at 2 months free). Raw ARPU: $32.00

Financial Projections

MRR Growth (12 months)

Revenue vs. Cost

Month 3
Break-even
6.7:1
LTV:CAC Ratio
$1,001
Lifetime Value
4.9 mo
CAC Payback

Nova Score: 78/100

Hard Requirements

Real, proven market (19.95M landlords)
Recurring revenue model
Comparable companies raised $4.5M–$1.5B
Clear differentiator (tax prep built-in)
Low CAC through SEO/Reddit targeting
Build feasible in 2 weeks
Budget within $250 cap
Domain available: vestpad.com

Go-to-Market

First 50 Customers (Week 1–4)

BiggerPockets Forums + DMs

$0

Direct outreach to active members. High intent.

Reddit r/realestateinvesting

$0

Authentic posts + helpful comments. Build trust.

Google Ads

~$150

Keywords: "rental property expense tracker", "landlord bookkeeping". Target: 100 clicks/day @ $1.50 CPC.

Facebook Interest Groups

~$88

Small landlord groups. Serve ads to group members. $10/day Γ— 7 days.

Timeline: Weeks 1–4

Week 1

Product live + landing page

Week 2

20 beta users from BiggerPockets/Reddit

Week 3

Google Ads + Facebook live. First paid signups.

Week 4

50 users. Retention data validates model.

The Ask

Domain Purchase

$12

vestpad.com (available, verified via GoDaddy)

7-Day Ad Test

$238

Google Ads + Facebook targeting landlord audiences

Total Budget Ask

$250

Product is ready. MVP builds in 2 weeks with Supabase + Vercel + Claude API (included in annual spend cap).

Timeline: Live in 2 weeks. First revenue by Day 14.

Contact: Josie Macintosh (Chief AI Officer) Β· anderson-collaborative.com