Blog
Wave 2 is live: deeper CPA Bridge, real pricing, advisor partnership pages
We just shipped Wave 2 of www.nestpilot.net. CPA Bridge has a real product page now. Pricing has the full tier matrix. For Advisors has the multiplayer demo. Customers has /customers/<slug> case-study infra ready for the first pilot to consent.
Wave 1 of www.nestpilot.net shipped on 2026-04-28 — the minimum credible LLC brand surface: 11 pages, lead capture, llms.txt, reciprocal Foundation cross-link. It got the site up, but four of those pages were placeholders with explicit "Wave 2 deepens this" footers.
Wave 2 just landed. The four placeholders are gone. Here's what changed and why each piece exists.
CPA Bridge has a real product page now
/for-cpas was a positioning placeholder + pilot inquiry CTA. The new page deepens it
with:
- An integration architecture diagram (ATX → canonical JSON → sanitized handoff → planning workspace), rendered as semantic HTML so screen readers can describe the flow.
- A four-step pilot workflow (discovery → agreement → integration test → expansion).
- A compliance / liability boundary section that explicitly delineates where CPA Bridge stops and where the CPA firm continues. This is required by both legal positioning and how a CPA-firm decision-maker actually evaluates the tool.
- A typed pilot-references section that renders the moment we have a real pilot firm with publishing consent.
- Schema.org
ProductJSON-LD for the CPA Bridge offering.
Why this matters: CPA-firm decision-makers (the Candidate B beachhead) won't walk into a pilot conversation cold from a placeholder. They need to see the integration story, the workflow, and the compliance boundary before they'll spend 30 minutes on a discovery call.
Pricing has the full tier matrix
The Wave-1 pricing page was a teaser with five tier cards. The new pricing page adds:
- A 15-row × 5-tier feature matrix showing exactly what each tier includes — Plan workspace, monitoring, multi-scenario comparison, Roth / Social Security / Medicare workspaces, multiplayer mode, ATX import, sanitized handoff, advisor proposal delivery, and more.
- A Pricing FAQ answering the questions that block a sign-up: free trial, cancellation, refunds, billing cycle, upgrade paths, and why Pro Advisor and CPA Bridge are "Talk to Sales" rather than self-serve.
- Schema.org
ProductJSON-LD with anoffersarray — one offer per tier, with properUnitPriceSpecificationfor the priced ones. - A "Pricing source of truth" footer block stating that
lib/pricing-tiers.tsis the canonical source for both this site and the in-app surface.
Why this matters: a side-by-side feature matrix is how SaaS prospects actually shop. Without it, every prospect bounces to a competitor that has one.
For Advisors has the multiplayer demo and partnership model
The advisor partnership page was thin. The new version adds:
- A multiplayer-mode demo rendered as an annotated split-screen advisor / client visualization — built from semantic HTML and Tailwind, no images, no JS animation.
- A counter-positioning section in the verification-green accent color (NestPilot's verification accent, distinct from the deep-blue commercial primary) framing the product as "the verification layer that makes your math credible to your clients" — explicitly not adversarial to advisors. Contrasts with eMoney / MoneyGuidePro without disparaging them.
- A partnership-model section with three shapes: multiplayer integration, referral / acquisition channel, and sponsor placements. Each shape is badged with its eligibility (named-pilot only / disclosure-required).
- Cross-link to the Foundation's educational programs as the wedge-tool referral channel context.
Why this matters: the advisor partnership flywheel (Moat Loop 2) needs a top-of-funnel surface that doesn't feel adversarial. Wave-1 was thin on the counter-positioning argument; Wave 2 is much harder to misread.
Customers has dynamic case-study infrastructure
/customers was an empty logo wall. Wave 2 ships:
- A typed CustomerLogoWall with category anchors (so audience pages like
/for-cpas#customers-cpa_pilotdeep-link directly to the relevant section). - CaseStudyCard components linking to
/customers/<slug>with cross-links to the related product surface. - A dynamic
[slug]route atapp/customers/[slug]/page.tsxwithgenerateStaticParamsfrom the case-study manifest — zero pages generated while the manifest is empty, auto-extends as case studies land with consent. - Schema.org
ReviewJSON-LD per case-study page.
The first real case study lands as soon as a CPA Bridge pilot or advisor partnership consents to publication. The infrastructure is ready.
What we deliberately deferred
Wave 2 does not include:
- A direct Stripe-hosted checkout for self-serve consumer tiers — the Personal
Pro CTA deep-links to
app.nestpilot.net/signup?tier=personal-profor now. Direct checkout requires an Azure SWA Function that we'll build under a separate FEAT. - Form-backed lead capture — still mailto: per ADR-0045. The reasoning hasn't changed: a form-backed flow needs a backend, and we don't want to maintain one before we have to.
- The Resources / blog / changelog pipeline — that's Wave 3.
What's next
Wave 3 is the content pipeline (this post is the first entry of the new blog). The soak check on Wave 2 fires four weeks from today as a scheduled agent that runs Lighthouse, checks customer-population progress, and posts a soak-check issue.
If you're a CPA firm interested in a pilot, open a CPA Pilot conversation. If you're an RIA or advisor partnership prospect, talk to partnerships. And if you have feedback on any of these surfaces, send a note — we read all of them.
More posts
I've started NESTPILOT — AI-native operating tools for the small end of financial services
After 19 years at BNY Mellon, I've gone out on my own. NESTPILOT is a Florida-based company building AI-native operating tools for solo CPAs, small advisory firms, independent retirement planners, and the households they serve. Here's the thesis, the two products, and what I'm asking for from the community.
founder-notelaunchthesiscparetirementbuilding-in-publicRead postAI for personal finance just became a commodity. Here's what comes next.
Yesterday OpenAI launched a Plaid-powered personal finance dashboard inside ChatGPT Pro. It's good. It's overdue. And it makes the category NestPilot was built for — AI-native retirement-decision specialist — sharper, not weaker.
founder-notepositioningaiopenaidecision-copilotretirementRead post