The Revocable Living Trust Cheat Code for SaaS Founders (Save millions on taxeS)
SaaS Interviews with CEOs, Startups, Founders
Nathan Latka
4.6 • 683 Ratings
🗓️ 22 August 2024
⏱️ 29 minutes
🧾️ Download transcript
Summary
Alessandro Chesser was one of the leading sales executives at Carta for 7 years. They always talked about helping Founders set up Trusts to preserve wealth - but it never launched. In February of 2022 he left to launch Dynasty and make the Trust process easier for Founders. Why South Dakota? Revocable or Irrevocable? 0% tax or 40% tax? We talk about it all live.
Transcript
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| 0:00.0 | You are listening to conversations with Nathan Latka, where I sit down and interview the top SaaS founders, like Eric Wan from Zoom. |
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| 0:42.7 | Hey, folks, my guest today is Alessandro Chessery, is the co-founder and CEO of GitDynasty.com, a free and easy living trust creator for homeowners. |
| 0:47.3 | Prior to Dynasty, he was VP of sales at Carter, where I took the company from zero to |
| 0:50.8 | over $400 million in ARR. |
| 0:53.1 | Before Carter, Alessandra spent nine years in financial |
| 0:55.2 | services working with high net worth individuals. Alessandro, you ready to take us to the top? |
| 1:00.3 | Ready to do it. All right. Before we get into Dynasty, obviously, Carter, you know, we have to talk |
| 1:05.6 | about Carter quickly. It's one of the most successful B2B software companies in the near term |
| 1:09.4 | that I can think of in a very unique space. |
| 1:12.0 | Was there anything unique there you tested in terms of scaling the sales operation that |
| 1:15.4 | maybe might not be a standard playbook? |
| 1:17.5 | You know, standard playbook is, you know, get an AE, have him hit a million dollar quota, |
| 1:20.7 | pay them $250K all in, keep a five to one ratio, give enough leads with the BDR, is that kind of thing? Yeah, I think we're pretty stand for the most |
| 1:28.6 | part. I think we were heavily focused on, you know, creating channels through venture capital |
| 1:34.5 | firms and law firms, very, very focused on that. And we really, I think the most important thing |
| 1:40.8 | was we were trying to create a network effect, right? And so it kind of was inherently built into the product because, you know, for CARTA, |
| 1:48.1 | that's what we did. |
| 1:48.6 | We signed on companies and we got them to move their cap table onto the system. |
| 1:53.3 | But every time we signed on a company, we forced them to invite their investors into the platform, |
| 1:57.5 | which was kind of a unique thing at the time. |
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