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An adoption-first go-to-market for the O/U+ Virtual Sports Betting Avatar — MVP in 2 months, full launch by month 3, engineered to peak across the season, from NFL kickoff to the NCAA finals.
The window for a first-party acquisition layer is open right now — three shifts are hitting the sportsbook funnel at the same moment.
O/U+ is built for exactly this moment — win the fan at the moment of intent and own the relationship the sportsbook never gets.
One company sits exactly where the money and the machines meet. O/U+ puts an AI sports betting avatar on a $167B funnel — and owns the fan the sportsbook never will.
CRM / media / development partners and vendors execute; O/U+ owns the audience, the data, and the enterprise value.
A proven founder, dedicated tech and AI development leadership, and an automation stack — the ramp is run by people who have already built it once.
O/U+ turns high-intent sports fans into lifelong bettors with an AI agent — then owns and compounds the relationship the book never gets.
Capital-efficient — revenue from day one, so the raise funds an owned asset, not just runway. De-risked ramp — betting activates against a warm, proven base. Compounding asset — investors price a rising asset, not a monthly P&L.
Keep the engine warm — no dark months. UFC summer cards · Kentucky Derby · PGA Championship · NBA/NHL Playoffs · U.S. Open golf · MLB all summer · MLS in its prime. Retention plays and model training run straight through.
Phase 1 is a heavy digital push. Paid, social and creators carry acquisition out of the gate — fast to stand up, fast to read, and measurable against cost-per-onboard from day one. Phase 2 leverages the physical footprint once the digital engine is proven: the Chicago venues, the Fire, and live events convert at the moment of intent.
Digital and creators scale immediately and tell us what an onboard actually costs. The venues and events are the multiplier we turn on second — highest-intent conversion layered onto a base the digital push already built — and Phase 2 then stacks restaurant chains, tailgates & pro/college teams.
| State | 2025 Handle | Sports Bars | Fit |
|---|---|---|---|
| Illinois — home | $15.5B | 452 | ★★★ |
| Ohio | $10.3B | 813 | ★★★ |
| North Carolina | $7.3B | 585 | ★★★ |
| Arizona | $9.1B | 504 | ★★★ |
| Virginia | $7.7B | 428 | ★★☆ |
| New Jersey | $12.2B | 185 | ★☆☆ digital-only |
The free contest fills a 20,000-profile base, then activation ramps every month — through the Super Bowl and March Madness to the NCAA finals — to 6,000 funded bettors and $192K in betting profit.
| Phase | Registrations | Activations | Revenue | − Cost | = Profit | Net margin |
|---|---|---|---|---|---|---|
| Months 1–2 · MVP · free adoption | building base | 0 | $0 | $0 | $0 | — |
| Months 3–8 · Launch · activate & monetize | 20,000 | 6,000 | $642,000 | $450,000 | $192,000 | 30% |
| Months 9–18 · flywheel compounding (~6%/mo) | 73,500 | 22,000 | $2,354,000 | $1,650,000 | $704,000 | 30% |
| Year 3 · months 19–36 · national scale + platform layer | 966,500 | 290,000 | $31,030,000 | $21,750,000 | $9,280,000 | 30% |
| 3-year total | 1,060,000 | 318,000 | $34,026,000 | $23,850,000 | $10,176,000 | 30% |
$642K → $3.0M → $34M revenue: the flywheel compounds to $3M by Month 18; national scale + the platform layer take Year 3 to $34M — ~$10.2M profit across the arc, margin holding 30% throughout. Every registration clears the same proven unit economics ($107 / $75 / $32), and the validated cost-per-onboard plus a warm, pre-built base de-risk the next raise — Series-A-ready.
Prediction markets have hit $8.6B in a single month (April 2026) — a second monetizable surface for the O/U+ audience, ridden from day one. Between WagerWire's US licenses, Wire Markets in Gibraltar and Confido's reach across 60 countries, the map is domestic and international from the start.
The unlock: US betting is a $167B market growing double digits a year — with great bettor apps and great sportsbook CRMs, but nothing bridging them. O/U+'s owned first-party data becomes that system of record, compounding across seven growth areas: Prediction · Payments · Exchange · Creators · Data & AI · Compliance · Distribution.
Good bettor apps and good sportsbook CRMs exist, but almost nothing bridges them — a permission-based network where bettors, hosts, and affiliates all win at once. Not another bet tracker: the operating system for high-value sports bettors, built on the first-party data O/U+ already owns.
One-click, user-authorized connections — solving compliant data access across books is the hard part, and the differentiator no sportsbook builds for itself. The record is bettor-owned, shared with trusted hosts and affiliates — a network effect no single book can assemble.
The AI answers instantly across every connected account; the concierge turns answers into action — a white-glove assistant for serious bettors.
| Customer | Revenue model |
|---|---|
| Bettors | Free + premium subscription |
| VIP bettors | Concierge ~$99–$499 / mo |
| Affiliates | CRM subscription |
| VIP hosts | Seat-based SaaS |
| Sportsbooks | Enterprise licensing |
| Data partners | API licensing |
| Tax / financial pros | Reporting tools |
Substantial enough to stand alone — the O/U+ audience is the wedge. Long term, a wealth OS for high-frequency gaming & entertainment spend. Owning an OPTIN first-party audience is a monetization layer that compounds revenue with $0 expense.
This is not a crypto play. It's a programmable settlement layer underneath the model we already run: B2B commissions settle in stablecoins, affiliate splits execute as code, and the fan's wallet becomes a permanent identity. No customer ever has to touch cryptocurrency.
We are exploring a partnership with MoneyGram — global cash-in / cash-out rails paired with stablecoin settlement, so payouts and deposits reach members in markets traditional banking serves slowly or not at all. Exploratory, not contracted.
Phase 1 · Now → Launch: rails, quietly — optional stablecoin settlement on affiliate commissions. Phase 2: wallet identity & smart-contract automation. Phase 3: tokenized loyalty passes (Bronze · Silver · Gold · Founders) + AI agent wallets — autonomous operations, never autonomous custody. Phase 4: native integration where legally appropriate. Every phase gated by gaming and securities counsel; these are future Phase-3 concepts, outside this raise. The investor read: same business, better plumbing.
"AI and the betting economy are colliding into a once-in-a-decade opening — and with the model already proven, the first-party audience owned, and licensing solved, backing O/U+ has never been a safer bet."