We’re only a couple months removed from our 6-month journey at Purdue DIAL Ventures, but we’re excited to announce two important Kindred updates:
1️⃣ One thing we’ve noticed in our customer outreach is that many farm families have not engaged, or are “in-between,” one or more trusted advisors. Questions we’ve heard quite often: “Can you recommend an estate attorney who specializes in farm transitions?” Or, “Do you know any mediators who can help us with a difficult family member?” And, “My CPA retired. Any recommendations?”
At Kindred, we’re not just building software, we’re building an ecosystem & community to help farm families navigate the very complex succession planning process. To that end, today we launched the Kindred Advisor Directory – 400 listings and counting – to help farm families search for any type of advisor they might need along the way.
2️⃣ Kindley, our AI-powered succession planning advisor, reached an important milestone last week – exceeding 250 farm family & advisor sessions! Kindley has two modes to provide info & answers on all-things succession planning:
“Ask Me Anything” – families can ask open-ended questions about any succession planning topic.
“Scenario Modeler” – the bot prompts families for farm financial and ops data, ownership structures, land & asset info & family goals, then provides tailored recommendations and tips.
We’ve also made both Kindley modes embeddable:
• Ask Me Anything – https://kindred.ag/succession-planning/
• Scenario Modeler – https://kindred.ag/succession-plan-scenario-modeler/
Advisors and service providers can now easily embed these tools on their web sites to offer as a value-add to their clients.
Thanks to the whole team at DIAL Ventures for helping us get here!
Allan Gray Tim Dixon Jarrod Sutton Lourival Monaco Neto David Corcoran Michael Wicks Geoff Bastow
Make sure to check out more articles in our News & Views section. Feel free to reach out any time to see how Kindred can help you and your trusted advisors manage the complex succession plan process with simple software – cutting time & cost of the current process by 50% or more.