4 minutes — help me build IOMI

Thanks for being an early user. Instead of guessing, I'd rather just ask. Every answer is read by me.

— Sebastien, founder, IOMI

Your email *

Where can I reach you?

Question 1 of 11 *

What best describes you?

Founder / business owner Operator / executive with equity comp Self-directed investor I'm just getting started with tracking my wealth Other

Question 2 of 11 *

How were you tracking your net worth before IOMI?

A spreadsheet A tracker app (Monarch, Kubera, Copilot, Empower…) My bank/brokerage apps, separately My accountant or advisor sends me something I wasn't, really Other

Question 3 of 11

Looking back, what issues did you have with those previous options?

Please describe in order: "first I used X but had problem Y, then I tried Z, but…"

Question 4 of 11

What other options did you consider before IOMI?

Question 5 of 11

What's been the most frustrating part of managing your wealth across everything you own?

Question 6 of 11

What convinced you to start with IOMI?

Question 7 of 11

What PROMISE convinced you?

The one line or feature that made you sign up.

Question 8 of 11

What almost stopped you?

What did you hesitate about, what were your concerns?

Question 9 of 11 *

How likely are you to recommend IOMI to a friend or colleague? (0-10)

0 1 2 3 4 5 6 7 8 9 10

Not likelyVery likely

Question 10 of 11

What are you expecting from IOMI in the next 3 months — what should it do for you?

Question 11 of 11 *

Can we use your answers in our communication?

Yes, with my name and company Yes, anonymously No

One last thing

If IOMI found something useful in your numbers, would you write one sentence we can quote? (optional)

Something went wrong — please try again.

Your answers go straight to the founder. No mailing list, no spam.

Thank you. I read every answer.

— Sebastien

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