Dear Friends, Colleagues, Investors, & VIP Tribe Members:
In our end of year 2017 newsletter we highlighted how “Together, we can do big things.”
As you might imagine, the momentum from 2017 has amplified and the business is accelerating fast!

With a very successful 30 customer proof-of-concept phase in 2017, it was time for me to jump with both feet into the TribeVe
st mission 100% and take on the responsibility of full-time CEO of TribeVest. The support and encouragement from my family, friends, colleagues, partners, and especially my wife, Mandy, has been incredible.
Early 2018 Highlights
Building a scalable technology platform
Our top priority is taking our current concierge platform and putting into an online platform to enable the masses. This includes integrating with our current technology partners LegalZoom, Jack Henry & Associates, and Florida Capital Bank.
Our progress so far
TribeView Dashboard- We’re ready to onboard our existing customers to experience their TribeView Dashboard! This gives the tribe access to their account balance, manageable monthly contribution activity, and transparency to their Tribe Investment Company, a core principle at TribeVest.
TribeVest VIP Program 2.0- For TribeVest to be the world-class platform & services, our services, features, & products will need to be customer-driven. With 10 new Tribes and an anticipated 40 new customers on the platform, these early customers have agreed to provide valuable feedback through a 6-week product development project.
Building our tribe
TribeVest in the press

- TribeVest won the TechStar’s Startup Week Pitch Competition in Columbus, OH! Check out the Highlight Video! Part of our $25,000 Pitch Competition award will be going towards our customer acquisition strategy in the next couple of months. Click here for the full story.
- We were featured in my hometown’s media source- it really captures our origin story.
- Next month we will be featured in Columbus CEO Magazine! Follow us on Facebook to be sure you can read the article when it is published!
A new website is in the works
Soon you will see a refreshed marketing site that will be a landing ground for our increased marketing, advertising, and anticipated media coverage of TribeVest. Our team member and gifted copywriter, Anna, conducted a research & analysis
project that included interviews with current and waitlisted customers. (contact me if you would like to see the report) Here’s what our customers are saying:
-”My friends always talked about investing together. We reached a point in our lives where we had a couple extra bucks and TribeVest was a good vehicle to use. It was the easiest way to get us all together and organized.”
-“It’s a more professional way to pool our cash/assets than just transferring stuff to each other. This made it legit.”
-“A lot of people are interested m
aking tribes to meet goals but oftentimes don't have means of managing, measuring, and ultimately achieving that. I feel like TribeVest is a platform that enables people to do those things they can't do themselves.”
-“I was skeptical of how the capital is actually managed but found out they partner with FDIC financial institution that gave me a higher comfort level.”
-“I’ve never used any other service or product like this. It was a galvanizing force- we can all do it through this platform. It solves the problem of ‘how do I get my friends together.’”
-“I spent a lot of time collecting money and a lot of time doing 'admin basic tasks' that really are not valuable. What it did was automated manual tasks and gave us time and freedom to focus on the right things on what we should and shouldn't be investing in. We had time for strategic rather than tactical items.”

-“I put together a group email/text and said "hey, we should do this and I know a way to do this through Tribevest.” TribeAlign - I thought it was great. It was a good way to show everybody what the others were thinking anonymously. This is what everyone wants to do and it doesn't have our names on it.”
The momentum is really building!
Want to help? Shoot me an email! And don’t hesitate to call with any question, comments, or concerns.
Sincerely,
Travis Smith, TribeVest CEO
Follow us & join the TribeVest movement at:
www.tribevest.com | facebook.com/tribevest | @TribeTrav
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