卖什么
面向个人投资者的AI投资智能体
商业模式拆解
买家：谁掌握预算？
未核实Individual retail investors in Japan (new NISA account holders) who pay for the service themselves.
触发点：什么让他们现在购买？
About 40% of NISA holders never make a purchase; deciding what to buy is the bottleneck.
工作流：什么输入变成什么输出？
AI helps pick stocks and funds, understand risk tolerance, simulate allocation mixes and review the portfolio, with chat; user makes final call.
经济账：省了什么，怎么收费？
Currently free (JPY 0); no paid plans or payments accepted yet, so monetisation is not yet shown.
渠道：怎么接触到客户？
Self-serve browser web app with pre-registration and rewards program.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| 2026-04-16 | 种子轮 | 約6,000万円 | — | news.google.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.