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Green Sherpa

Green Sherpa

Conference
DEMOfall 08
Market Segment
Consumer Software and Services
Funding Amount
$100,001-$500,000
Funding Round
Angel
Funding Details
In addition to seed funding we have collected angel funding in the form of convertible notes.
Competitors
Quicken, MS Money, Mint, Wesabe, Buxfer, Mvelopes, Geezio, Pear Budget, Yodlee
Product Description
Green Sherpa breaks new ground in the still-evolving Personal Financial Management (PFM) marketplace by focusing on the categorys sweet spot: the experienced, midcareer individual looking for a better way to manage his or her personal cashflow and financial goals. Green Sherpa combines elements of Quicken and Excel to create a powerful, user-friendly online service; users can also use the Discuss feature to collaborate on finances with a spouse, financial planner or CPA.
Market Opportunity
Our customer is the discerning personal financial management software user. Javalin Research reported 88 million U.S. individuals were banking online by end of 2007, however, adoption of online banking was beginning to plateau. According to Jupiter Research, personal financial management is the single most requested feature among online banking users.
DEMO Says
Twenty years ago, I plunged into online banking, writing a feature titled “I Threw Away My Checkbook.” After working with Green Sherpa, I might well reprise that story, titling it “I Tossed Out Quicken.” Green Sherpa has achieved the ease and rich benefit of online finance software that seems to have eluded the industry leader, and has outpaced upstart contenders by focusing on the core finance management capabilities first, online wizardry second. Green Sherpa has set the standard for online personal financial management.
Contact
Erin Lozano
erin@greensherpa.com
Company Address
1315 B State St.
Santa Barbara, CA 93101
Primary Phone
805-456-5999
Primary Fax
805-715-7029
URL
www.greensherpa.com
Officer One
Masen Yaffee - CEO & Founder
Officer Two
Erin Lozano - Co-founder & COO

Green Sherpa Launches Personal Finance Site
Congoo ~ 08/27/2009
Santa Barbara-based Green Sherpa said Wednesday that the firm has officially launched its online...Read More
Green Sherpa Officially Launches Personal Cash Flow Management(TM) App for Tracking,...
Congoo ~ 08/27/2009
Green Sherpa Officially Launches Personal Cash Flow Management(TM) App for Tracking, Planning...Read More
Q&A: Relationships in a Recession
CafeMom ~ 08/20/2009
A recent batch of Money Mom letters from Green Sherpa has everyone talking a lot about how our...Read More
Tips for Thrift
Lowellsun.com (AP) ~ 07/17/2009
Erin Lozano, co-founder of the online budget program Green Sherpa, shares these tips for...Read More
A New Website to Manage Your Personal Finances
Kiplinger.com ~ 06/03/2009
Green Sherpa of Santa Barbara, Cal., hopes to compete with boxed software such as Quicken and...Read More
The price of financial simplification
CNNMoney ~ 05/08/2009
In a marketplace crowded with free tools, Green Sherpa hopes its cash-flow management system...Read More
Green Sherpa betas Web-based personal cash flow management tool
FinExtra ~ 04/28/2009
As Americans seek new ways to manage and monitor personal spending habits in an increasingly...Read More
Even if you have less income, Green Sherpa allows financial peace
Wallet Pop ~ 03/04/2009
In a recession, you'd think that fewer people would need a personal finance site to help them...Read More
Echelon's LonWorks suite gets a makeover
Electronic Engineering Times ~ 03/04/2009
Echelon Corp. is upgrading the chips and software that make up its LonWorks suite. The company...Read More
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