Tier Zero VIP

Waltz

Yuval Golan

Growth plateau / inflection signals | $50M (equity+debt, Jun 2025)

8.0

VIP Score

7/10

ICP Fit

$50M

Funding

11-50

Employees

2021

Founded

8/10

Media Gap

Tier Zero VIP

Yuval Golan is an Israeli entrepreneur who spent two decades navigating the nightmare of cross-border real estate investment. During COVID, he decided to fix it. He built Waltz - a fintech platform that gives foreign nationals an "Amazon-style checkout with installment plan" to buy US residential real estate remotely.

The problem Waltz solves: When international buyers try to invest in US property, they face a maze of paperwork, slow banks, and near-impossible mortgage access. 47% of foreign buyers pay all-cash - not because they want to, but because no US bank will lend to them. Waltz provides the financing, the process, and the technology to make cross-border property investment as simple as buying something online.

Waltz has secured $50M in total equity and debt funding (Jun 2025), including a fresh $25M line of credit, backed by Aleph (the Israeli VC behind Lemonade and monday.com) and TLV Partners. The company is expanding aggressively into Latin America, where demand for US real estate investment has been "immediate."

$15K Workshop

Very High fit. At $50M (equity+debt, Jun 2025) raised with 11-50 employees, Waltz sits in Jamie's sweet spot. This is a company at a growth inflection point where the founder's positioning and messaging are the bottleneck, not the product or team.

Why it works: Yuval is the decision-maker. The company is the right size for the $15K price point. The core challenge is a positioning and messaging problem - exactly what Jamie's Unstuck Growth Intensive is built for.

Risk: Yuval may feel media presence is already covered. Jamie needs to show the difference between niche trade press and mainstream founder visibility - and why the latter drives enterprise sales, recruiting, and future fundraising in ways trade press cannot.

Quick Summary

Key Links

LinkedIn Waltz PR Newswire — "Waltz Raises $50M Amid Hu HousingWire — "Waltz raises another $25M HousingWire — "Waltz launches streamline Global Miami Magazine — "Waltzing to Buy Refresh Miami — "Waltz raises $25M line Waltz Blog — "Waltz Raises $50 Million" Waltz Blog — "Why Yuval Golan Built Walt Waltz Blog — "NAR Report: What It Tells Waltz Author Page — Yuval Golan Tracxn — Waltz

Key Intel

Latin America Expansion = Brand Visibility Window - Waltz is actively expanding into Latin America. A US-focused business podcast would position Yuval as the authority on "how foreign nationals invest in US real estate" - directly reaching LatAm-conn

Press Is Wide but Shallow - Bloomberg, Forbes, WashPost coverage exists - but these are brief mentions and quotes in broader real estate/fintech stories. Yuval hasn't done a single long-form interview about his personal journe

Competitive Positioning - Cross-border real estate fintech is heating up. Yuval needs to establish himself as the category leader before larger players (banks, fintechs) move in. Thought leadership through podcasts locks in th

75

ICP Fit

Strong

Right-sized company. Founder & CEO is the decision-maker. Venture-backed growth mode.

65

Workshop Fit

Medium

Positioning gap is the exact problem Jamie's Intensive solves.

95

Reachability

High

Active on LinkedIn. Does media regularly. Accessible CEO.

🕵️

Sherlock Research Summary

Generated by Sherlock - OpenClaw Deep Research Agent • March 6, 2026 • 7 web searches • 10 sources analyzed

AI Agent Executive Summary

Yuval Golan is an Israeli entrepreneur who spent two decades navigating the nightmare of cross-border real estate investment. During COVID, he decided to fix it. He built Waltz - a fintech platform that gives foreign nationals an "Amazon-style checkout with installment plan" to buy US residential real estate remotely.

The problem Waltz solves: When international buyers try to invest in US property, they face a maze of paperwork, slow banks, and near-impossible mortgage access. 47% of foreign buyers pay all-cash - not because they want to, but because no US bank will lend to them. Waltz provides the financing, the process, and the technology to make cross-border property investment as simple as buying something online.

Waltz has secured $50M in total equity and debt funding (Jun 2025), including a fresh $25M line of credit, backed by Aleph (the Israeli VC behind Lemonade and monday.com) and TLV Partners. The company is expanding aggressively into Latin America, where demand for US real estate investment has been "immediate."

What Makes Yuval Interesting

The angles that matter for Jamie's outreach

Decision-maker access (10/10) - He IS the Founder and CEO. Direct decision-maker

Venture-backed founder (8/10) - $50M total (equity + debt). Aleph - tier-1 Israeli VC (backed Lemonade, monday.com, Hippocampal). TLV Partners - strong Israeli fund. $25M new credit line signals institutional lending confidence. Not US tier-1 (Sequoia, a16z) but strong

Growth plateau / inflection signals (8/10) - $25M credit line (Jun 2025) signals revenue traction - lenders don't extend $25M credit without loan volume. LatAm expansion underway with "immediate demand." Active thought leadership (NAR report analysis, blog posts). 11-50 employees

Where They Might Be Stuck

Signals that the $15K workshop could land

Latin America Expansion = Brand Visibility Window - Waltz is actively expanding into Latin America. A US-focused business podcast would position Yuval as the authority on "how foreign nationals invest in US real estate" - directly reaching LatAm-conn

Press Is Wide but Shallow - Bloomberg, Forbes, WashPost coverage exists - but these are brief mentions and quotes in broader real estate/fintech stories. Yuval hasn't done a single long-form interview about his personal journe

Competitive Positioning - Cross-border real estate fintech is heating up. Yuval needs to establish himself as the category leader before larger players (banks, fintechs) move in. Thought leadership through podcasts locks in th

Sources Analyzed (10)

PR Newswire — "Waltz Raises $5 HousingWire — "Waltz raises an HousingWire — "Waltz launches Global Miami Magazine — "Waltz Refresh Miami — "Waltz raises Waltz Blog — "Waltz Raises $50 Waltz Blog — "Why Yuval Golan Waltz Blog — "NAR Report: What Waltz Author Page — Yuval Gola Tracxn — Waltz

Profile

Identity

TITLE

Founder & CEO

Waltz

COMPANY

Waltz

Founded 2021 - Miami, FL

FUNDING

$50M

11-50 employees

Experience

CURRENT

Founder & CEO at Waltz

Since 2021

ACCESS

He IS the Founder and CEO. Direct decision-maker

Ecosystem

ACCESS

10/10 - Direct decision-maker

Company & Product

Waltz

Websitehttps://getwaltz.com

HQMiami, FL

Founded2021

Employees11-50

Revenue$1M-$10M

ProductEnd-to-end platform: financing, purchasing, managing US residential property - for foreign nationals

Funding & Growth

$50M

Total Raised

11-50

Employees

2021

Founded

8/10

Growth Score

Funding Details

$50M (equity+debt, Jun 2025)

Media & Visibility

Channel Effectiveness

Profile exists

Unknown

Podcast

None found

None

Press

None found

None

Speaking

None found

None

Blog/Content

None found

None

Online Presence & Gap

Limited

What's Completely Missing

No Podcast No Press No Speaking No Blog/Content

Pain Signals & Angles In

Signal 1Latin America Expansion = Brand Visibility Window

Waltz is actively expanding into Latin America. A US-focused business podcast would position Yuval as the authority on "how foreign nationals invest in US real estate" - directly reaching LatAm-connected business audiences in Miami, Texas, and the broader US.

Signal 2Press Is Wide but Shallow

Bloomberg, Forbes, WashPost coverage exists - but these are brief mentions and quotes in broader real estate/fintech stories. Yuval hasn't done a single long-form interview about his personal journey (20 years of cross-border frustration -> COVID startup -> $50M funded). A podcast would be the first deep narrative.

Signal 3Competitive Positioning

Cross-border real estate fintech is heating up. Yuval needs to establish himself as the category leader before larger players (banks, fintechs) move in. Thought leadership through podcasts locks in the "this is Yuval's category" positioning.

Fit Assessment

7.5

ICP Fit

Very High

Venture-backed, 11-50 employees, Growth plateau / inflection signals is the direct decision-maker. Right-sized for the $15K Intensive. The strategic positioning problem is exactly what Jamie solves.

8

Media Gap

8/10

Israeli entrepreneur. 20+ yrs cross-border real estate. Amazon-style checkout for foreign nationals buying US property. Backed by Aleph & TLV Partners. Bloomberg/Forbes/WashPost coverage. Zero podcasts.

Outreach Angles & Value Bombs

The Killer Narrative

Israeli entrepreneur. 20+ yrs cross-border real estate. Amazon-style checkout for foreign nationals buying US property. Backed by Aleph & TLV Partners. Bloomberg/Forbes/WashPost coverage. Zero podcasts.

Why Yuval Should Care

Israeli entrepreneur. 20+ yrs cross-border real estate. Amazon-style checkout for foreign nationals buying US property. Backed by Aleph & TLV Partners. Bloomberg/Forbes/WashPost coverage. Zero podcast

Loom Video Audit Ideas

Jamie should pick ONE of these and record a 5-10 minute Loom. The goal: deliver so much free value that Yuval has to respond.

Loom 1 - Website Positioning Audit (RECOMMENDED)

Pull up https://getwaltz.com and walk through the homepage messaging. Show the gap between how Waltz describes itself (technical/feature language) and how customers would describe the value. Jamie's framework: "Who is this for? What problem does it solve? Is this the customer's language or the company's language?" Point out specific copy that could be stronger. End with: "These are simple changes you can make with what you already have."

This is Jamie's signature move. Specific, actionable, impossible to ignore because it is about Yuval's company.

Keep it conversational, not harsh. Show a good example for contrast. End with something actionable today.

Loom 2 - Founder Visibility Gap Analysis

Google "Yuval Golan" and "Waltz" side by side. Show what comes up - or doesn't. Compare to competitors or similar-stage founders who have strong media presence. The gap between Yuval's credentials/story quality and their actual online visibility is the hook. "Your story is worth 10x more coverage than you're getting."

Pure data, zero judgment. The Google results show the gap between where Yuval's story lives and where it should live.

Frame this as a strategic observation about channel diversification, not criticism.

Loom 3 - Customer vs. Company Language Gap

Find customer testimonials, G2 reviews, or case study quotes for Waltz. Show the mismatch between how Waltz talks about itself (features, technology) and how customers describe the value (outcomes, feelings, transformation). Jamie's insight: "Your customers are telling a better story than your homepage. That gap is costing you deals."

The language gap between company messaging and customer language is a universal insight that resonates with every founder.

Be specific - pull real quotes if possible. The more concrete the examples, the more likely Yuval takes a call.

Multi-Channel Outreach Plan

Hit multiple channels in the same week. Each touchpoint delivers value, not asks.

1

LinkedIn Connect

Day 1

Warm intro

2

Loom Video

Day 2-3

Value bomb

3

Email + Loom

Day 3-4

Send the audit

4

Side Door

Day 5

Co-founder/CRO

5

Follow-Up

Day 7-10

Gentle nudge

6

Physical Mail

Day 10-14

Pattern interrupt

Day 1: LinkedIn Connection

"Yuval - I work with venture-backed founders navigating post-raise growth. Israeli entrepreneur. 20+ yrs cross-border real estate. Amazon-style checkout for foreign nationals buying US property. Would love to connect."

Day 2-3: Record the Loom

Record the Website Positioning Audit (Loom 1 above). Keep it under 10 minutes. Be specific, be helpful, end with actionable advice. Do NOT send via LinkedIn - hold for email.

Day 3-4: Email with Loom

Subject: "Something I noticed about Waltz's positioning"

"Hi Yuval - I recorded a short video walking through something I noticed on https://getwaltz.com. It's not a pitch - it's a genuine observation about the gap between how Waltz describes itself and how your customers talk about you.

[Loom link]

If any of it resonates, I'd love 20 minutes to dig deeper. If not, no worries - hopefully the video is useful either way.

Jamie"

Day 7-10: Follow-Up

"Hi Yuval - one more thought. I looked at how your customers describe Waltz vs. how your homepage describes it. The language gap is fascinating - and I think it's the key to unlocking your next wave of growth. Happy to walk through it if you're curious."

Messaging That Might Work

Starting points Jamie should rewrite in his own voice. The specific details are what make them work.

The Direct LinkedIn DM

"Yuval - I work with venture-backed founders navigating post-raise growth positioning. I noticed Waltz has raised $50M and is at 11-50 employees - that is exactly the inflection point where founder positioning and messaging become the bottleneck, not the product.

I recorded a short analysis of Waltz's positioning that I think you will find useful - no pitch, just observations. Would you be open to a 20-minute strategic diagnostic? Worst case, you get a new perspective on your GTM."

Warm Email Subject Lines

Option A: "Something I noticed about Waltz's positioning"

Option B: "The gap between Waltz's story and its visibility"

Option C: "Yuval - a question most 11-50-person founders don't ask"

Option D: "Your fundraise story deserves a bigger audience"

Rule: Every subject line is about Yuval's business, not about Jamie.

Things to Avoid

Saying They're "Stuck"

They're growing. Use "what's next" framing, never "what's wrong."

Generic "Let's Hop on a Call"

Yuval gets dozens of these a day. Lead with value, not asks.

Probing Fundraising Details

Stick to published numbers. Don't ask about burn rate or runway.

Comparing to Competitors

Never position against their competitors. Focus on their story.

Being Salesy in the Loom

The Loom should feel like free consulting. If they learn something, the call books itself.

Mentioning Revenue Specifics

Unless publicly disclosed, don't reference ARR or revenue numbers.

Bottom Line

Yuval Golan is a Tier Zero VIP lead scoring 8.0/10. Israeli entrepreneur. 20+ yrs cross-border real estate. Amazon-style checkout for foreign nationals buying US property. Backed by Aleph & TLV Partners. Bloomberg/Forbes/WashPost coverage. Zero podcasts.

The positioning gap is the way in: Jamie's Unstuck Growth Intensive is built for exactly this kind of founder - someone with strong credentials and real traction but a gap between their story and their visibility. A personalized Loom audit, sent through multiple channels, will be impossible to ignore because it's about Yuval's business, not about Jamie.

8.0/10

VIP Score

Tier Zero VIP

Lead Tier

3

Pain Signals

3

Loom Ideas