FinovateSpring 2015 / DRAFT

Presenter Profile:

How they describe themselves: DRAFT is a mobile investment analysis tool. Our mission: give our customers a new, real world benchmark based on crowdsourced data. Our target is mass-affluent millennials: tech-savvy investors who own between $100,000 and $1M in investable assets and whom are ignored by most financial advisers. DRAFT was founded by Brad Lawler, a former financial adviser, and Jason St. Peter, a 13-year sale and marketing veteran of the tech industry. Their twin expertise combined with a team of talented developers ensures that DRAFT is the perfect tool for a new generation of self-empowered investors.

How they describe their product/innovation: Draft is a crowdsourced investment analysis tool that changes the way people view, think and act when it comes to their long-term investment strategy. DRAFT connects directly to a user’s various bank and investment accounts to show them how the performance, asset allocation, and annual fees of their portfolio compares to that of top performers in their category. Through a simple side-by-side comparison, the user can quickly find opportunities to fill allocation gaps and lower fees. DRAFT makes it easy for users to switch to a better long-term strategy through its strategic online investment partners.

Product distribution strategy: Direct to Consumer (B2C)


Bus. Dev.: Brad Lawler, President, 773-727-5439
Press: Jennifer Gooding, Prime PR,
Sales: Jason St. Peter, CEO,, 512-658-4758

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