This pitch reminds me of those commercials for weed whackers where people are shown acting like replacing the string is on the level of rocket science.

https://www.youtube.com/watch?v=p22T3ZypQtA

After I left my last job, I had 3 months to decide if I wanted to exercise my options. I looked at the company's financial statements, compared them to publicly traded competitors, and made my decision. If I needed tax information, I would have gone to the IRS website and called them if necessary. (In my experience, they try to be helpful despite the hate they receive.)

I wish you guys the best of luck, but ultimately your revenue model seems predicated on the same strategy as the rest of the financial industry--presenting a good marketing story to attract other people's money. Nobody has a crystal ball.