CoinTracker GTM brain

CoinTracker helps crypto investors and tax professionals consolidate transaction history, track portfolios and prepare tax reports.

category

Crypto tax and portfolio software

market profile

  • text: Crypto investors must reconstruct cost basis and gains across exchanges, wallets and on-chain transfers.
  • text: Reporting complexity rises with active trading, DeFi activity and new broker reporting forms.

personas

  • title: Individual crypto investor
    pains:
    • Holdings and transactions are scattered across wallets and exchanges
    • Calculating gains and cost basis for a tax return takes too long
  • title: Active trader or DeFi user
    pains:
    • Transfers, staking and liquidity positions complicate transaction categorization
    • High transaction counts make manual reconciliation impractical
  • title: Tax professional serving crypto clients
    pains:
    • Clients provide incomplete exchange and wallet histories
    • Reconciling cost basis before filing takes repeated client follow-up

icp

  • text: Individuals holding or trading cryptocurrency on one or more exchanges or wallets, from buy-and-hold investors to high-volume DeFi users.
  • text: Tax professionals and consumer tax platforms serving crypto investors; Coinbase and tax software partnerships support distribution.

message pillars

  • text: Simplify crypto tax preparation.
  • text: Bring fragmented wallet and exchange activity together.
  • text: Reconcile activity and calculate tax inputs automatically.

objections

  • objection: Will it handle my wallets and complicated activity?
    response: Connect accounts for free and inspect the preview, especially transfers and DeFi transactions, before purchasing forms.
  • objection: Why pay for another tax tool?
    response: Compare time spent reconstructing transactions and checking cost basis with the transaction-based plan required.

competitors

  • name: Koinly
    why: Crypto tax reporting and wallet reconciliation alternative.
  • name: CoinLedger
    why: Crypto tax software competing for individual filers.
  • name: TokenTax
    why: Crypto tax reporting and tax assistance alternative.

influencers

  • name: Chandan Lodha
    url: https://www.linkedin.com/posts/clodha_cointracker-went-from-just-six-months-of-activity-7415087394967699456-27D4
    why: Co-founder discusses the company's growth and crypto tax problem.
  • name: Jon Lerner
    url: https://www.linkedin.com/in/jonlerner
    why: Co-founder posts about crypto tax reporting partnerships.

keywords

  • crypto tax software
  • crypto capital gains calculator
  • crypto cost basis tracker
  • Coinbase tax report
  • DeFi tax reporting
  • crypto portfolio tracker
  • 1099-DA reconciliation

voice

  • Reassuring and accessible
  • Practical and action-oriented
  • Focused on simplifying complexity

signals

  • text: Tax season or receipt of a 1099-DA makes crypto reporting urgent.
  • text: Trading across multiple exchanges, wallets or DeFi protocols makes cost-basis reconstruction harder.

stack

  • Coinbase
  • Kraken
  • TurboTax
  • H&R Block

pricing

model: freemium
starting price: $59/year paid Base; free portfolio tier

motion

hybrid

channels

  • SEO
  • exchange partnerships
  • tax software partnerships
  • content
  • LinkedIn

confidence

high

Founders

  • name: Jon Lerner
    title: Founder/CEO
    role: CEO
    bio: Co-founder and CEO at CoinTracker and Nino

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