Cofounder (CTO / CPO / COO / CMO)

Important Context (Please Read) Forvanta is currently pre-revenue and raising its first seed round. We are actively speaking with investors and expect funding to close anywhere from immediately to within the next ~3 months. Because of this:

• The cofounder role begins as equity-only
• Salary begins immediately once capital is raised
• The cofounder will receive 49% equity during an initial 6-month probationary period
• After the probationary period, equity transitions to 50% ownership, assuming both parties agree the partnership is working well

This structure ensures the partnership is a strong long-term fit for both founders. About Forvanta Forvanta is a personal financial forecasting platform designed to help individuals translate life goals into structured financial strategy. The platform combines long-term financial modeling with everyday financial tools to create a lifecycle financial operating system for households. Unlike traditional budgeting apps, Forvanta focuses on:

• Long-term financial forecasting
• Life event modeling
• intelligent capital allocation
• structured savings and investment planning
• retirement sustainability modeling
• scenario-based financial decision simulation

The underlying architecture has already been designed and validated as a rules-based financial forecasting engine, and the next phase is translating that system into a scalable SaaS platform. The product will initially launch as a B2C subscription platform, with a planned B2B expansion in approximately 2–3 years, enabling financial advisors, consulting firms, and businesses to leverage the forecasting engine for professional financial modeling and planning. About the Founder Forvanta was founded by Sarah Clark, who currently serves as CEO. Sarah’s background is in finance, accounting, and financial systems architecture, and she designed the full financial modeling framework that powers the platform. The cofounder will complement this expertise by leading technology, product, operations, or growth, depending on their background. Role Overview We are seeking a cofounder to help build and scale Forvanta from early concept to market launch. The title will depend on the candidate’s background and expertise: Possible titles include:

• Chief Technology Officer (CTO) – software engineering leadership
• Chief Product Officer (CPO) – product design and roadmap
• Chief Operating Officer (COO) – operational and strategic execution
• Chief Marketing Officer (CMO) – growth and go-to-market strategy

The ideal candidate will be a hands-on builder who wants to help shape a company from the ground up.

Key Responsibilities

Responsibilities will vary based on the cofounder’s specialization but may include: Technology / Engineering

• Lead architecture and development of the SaaS platform
• Translate the existing financial modeling logic into scalable application infrastructure
• Design backend services, data structures, and integrations
• Oversee security, compliance, and financial data infrastructure
• Build and lead the engineering team

Product & Strategy

• Refine product roadmap and feature prioritization
• Work closely with the founder on translating financial logic into intuitive UX
• Design scalable product architecture for future B2B expansion
• Implement user feedback loops and product analytics

Operations

• Help build internal processes and early company infrastructure
• Assist with hiring, vendor selection, and operational scaling
• Coordinate cross-functional work between engineering, marketing, and finance

Growth & Marketing

• Develop go-to-market strategy
• Build early user acquisition channels
• Establish brand positioning within fintech
• Design marketing experiments and user growth funnels

Fundraising & Leadership

• Participate in investor meetings and fundraising strategy
• Help build and manage early teams
• Shape long-term company vision and execution strategy

Ideal Background We are open to a variety of cofounder backgrounds, but the strongest candidates will likely have experience in one of the following areas: Software Engineering (Strongly Preferred)

• Backend or full-stack development
• SaaS architecture
• FinTech or financial systems
• Data modeling or analytics infrastructure

Product Leadership

• Building consumer SaaS platforms
• Product-led growth
• UX for complex data systems

Operations / Startup Scaling

• Early-stage startup experience
• Building internal systems and teams
• Marketplace or SaaS scaling

Marketing / Growth (FinTech Experience Preferred)

• Consumer fintech marketing
• Paid acquisition strategy
• Brand development for trust-sensitive products

Qualifications

Ideal candidates may have:

• Experience building or scaling SaaS products
• Strong interest in fintech, personal finance, or financial systems
• Startup experience (founder or early employee)
• Ability to operate in high-ambiguity environments
• Strong strategic thinking and execution ability
• Leadership mindset and long-term commitment

Bonus experience:

• Financial APIs (Plaid, Stripe, etc.)
• data-driven product development
• financial modeling or analytics systems
• AI / automation tools
• regulated industries

Why Join Now This is an opportunity to join at the ground floor as an equal partner and help build a fintech platform with significant long-term potential. You would be:

• shaping the product from the earliest stage
• helping define the company’s technology and strategy
• owning half the company
• building a product designed to transform how people plan their financial lives

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