The Pitch

#174 Investrio: QuickBooks for the People

13 snips
Nov 12, 2025
Joining the conversation are Charles Hudson, a VC at Precursor Ventures offering insights into investment strategies, and Jesse Middleton, a Partner at Flybridge focused on product-market fit. They delve into Investrio, an AI-driven bookkeeping tool designed for solopreneurs, tackling its unique features compared to market giants like QuickBooks. Joyce highlights their community-driven growth and discusses future plans for monetization and scaling. Investors provide critical feedback on pricing concerns and customer segmentation, setting the stage for potential investment.
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ANECDOTE

Founder Pivot From One Client Story

  • Joyce met a photographer client, Lena, who was booked but financially disorganized and in credit card debt.
  • That experience led Joyce to pivot from a debt tool to building Investrio as accounting help for solopreneurs.
INSIGHT

All-In-One Financial View

  • Investrio combines personal and business finances and applies an algorithm to auto-categorize transactions for solopreneurs.
  • It highlights deductible amounts and gives P&Ls and tax-ready downloads to simplify filing.
ANECDOTE

Community-First Customer Acquisition

  • Joyce built a community organically via social media and local coffee meetups, recruiting 100 women to a New York event.
  • That community drove early signups and helped convert users to the product's first customers.
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