Scaling Dynasty to 2,5k Monthly Signups using TikTok, with CEO Alessandro Chesser

Lex interviews Alessandro Chesser - CEO of Dynasty, a San
Jose-based online platform for trust creation and management. In
this episode, the key topics discussed include: The importance of
aligning business and product teams, and the challenges Chesser
faced when this alignment broke down during Carta's unsuccessful
foray into the private markets business. Chesser's decision to
leave Carta and co-found Dynasty, a startup that aims to simplify
the process of creating trusts to avoid probate and  protect
assets. Dynasty's go-to-market strategy, which focuses on driving
organic growth through short-form video content on platforms like
TikTok. And lastly, the technical and legal complexities of
automating the trust creation process, and how Dynasty is
navigating those challenges.


 


MENTIONED IN THE CONVERSATION


 


Topics: Dynasty, GetDynasty, Carta, eShares, fintech, trusts,
legaltech, private markets, legal, SaaS, social media, TikTok,
Instagram, LegalZoom


 


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TIMESTAMPS


 


1’24: From Sales Pioneer to Scaling Success: Alessandro Chesser
on Building Carta’s Sales Organization and Transforming the Cap
Table Market


 


5’38: Building Carta's Success: Strategic Partnerships, Demand
Generation, and Sales-Product Synergy


 


9’57: Navigating Growth and Product Alignment: Carta's Scaling
Challenges and the CartaX Experience


 


14’19: The Journey from Carta to Founding Dynasty: The Lessons
Learned and Taking the Leap


 


16’55: Democratizing Estate Planning: Dynasty’s Mission to Make
Trusts Accessible for Everyone


 


23’11: Unlocking Wealth Protection: Directed Trusts, Asset
Security, and Tax Strategies for Founders and Investors


 


26’00: Trusts for the Middle Class: Simple Solutions for
Inheritance and Probate Avoidance


 


28’19: Privacy and Protection: Using Trusts to Safeguard Real
Estate and Build Awareness Through Organic Growth


 


32’02: Cracking the Viral Code: Leveraging Short-Form Video to
Drive Customer Acquisition in Estate Planning


 


35’09: Building a Viral Marketing Team: Crafting Convincing
Content for Organic Growth in FinTech


 


39’35: Engineering Simplicity in Legal Tech: Automating Trusts
and Navigating Legal Complexities


 


42’52: The channels used to connect with Alessandro & learn
more about Dynasty


 


Disclaimer here — this newsletter does not provide investment
advice and represents solely the views and opinions of FINTECH
BLUEPRINT LTD.


Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella


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