Investment Policy Statement Creation Tool

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Investment Policy Statement Creation Tool

Inspired by a conversation on:

The Stacking Benjamins Show

The Stacking Benjamins Show

Stop Making Simple Investing Mistakes With an Investment Policy Statement (SB1738)

Host: Joe Saul-Sehy, OG, and Neighbor Doug

Timestamp: 09:52 - 12:34

Listen to Episode • View Podcast • All Ideas from The Stacking Benjamins Show

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Feather Flow

Direct Quote

"I encourage everybody to write down, for lack of a better term, your belief system around how you invest money."

Market Gap

Investors lack a structured approach to manage investments.

Many individual investors struggle with emotional decision-making during market volatility, leading to impulsive selling and poor investment outcomes. Without a structured framework, these investors often find themselves reacting to market news instead of adhering to a pre-defined investment strategy. This lack of a systematic approach can result in significant financial loss, particularly in downturns when panic selling becomes common. Current solutions such as generic investment advice or sporadic financial check-ins fail to provide the structured guidance needed to keep investors on track. The absence of a personalized investment policy statement (IPS) often leaves investors unprepared for market fluctuations, which can severely impact their long-term financial goals.

Summary

The concept of creating an Investment Policy Statement (IPS) can be transformed into an online tool or platform that helps users systematically define and document their investment beliefs and strategies. This tool would guide users through the process of articulating their financial goals, risk tolerance, liquidity needs, and benchmarks for success. By providing templates, examples, and step-by-step prompts, the platform could help users establish a personalized IPS that evolves with their financial journey. The target audience would include individual investors, particularly those who are new to investing or have experienced emotional decision-making in the past. Features could include automated reminders for regular reviews of the IPS and educational resources to reinforce the importance of adhering to a well-thought-out investment strategy.

Categorization

Business Model
SaaS
Target Founder
Generalist
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$1,000 - $3,000 MRR
Moderate (Most Likely)
$5,000 - $10,000 MRR
Optimistic
$15,000 - $30,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
7/10
Feasibility
8/10
Market Potential
8/10
Evidence
7/10
Overall
7.8/10
Found on September 22, 2025 • Analyzed on September 22, 2025 9:23 AM

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How should I validate this saas idea before building it?

2:34 PM

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