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Investment Opportunity

Capitalizing the CORE 4 Platform

"We are building a Behavioral Data Lake, not just an app. The physical goods and gamified UI are Trojan Horses to capture high-margin, sticky district contracts."

The Ask

$750,000

Pre-Seed / Seed Capital

Operational Runway

16–18

Months to Series A

Capital Allocation Matrix

Strategic breakdown of the $750k projected burn.

Expense Category Budget % of Raise Strategic Justification
Platform Engineering (R&D) $350,000 46% Funds MVP & Enterprise V1 (Clever/Canvas/SSO integrations). This is the core SaaS asset that builds the institutional moat.
GTM Strategy & Sales (SG&A) $180,000 24% Outbound enterprise sales team executing "Gap Selling" to Tier 1 Charters and Tier 2 Districts.
Convention Pipeline (CAC) $88,000 12% Targeted deployment (ISTE, ASCA, Gen Con, PBIS Forum) to secure EdTech champions and B2B leads.
Legal, Compliance & Admin $50,000 6% FERPA compliance audits, COPPA certification, and corporate entity structuring.
Operating Reserve $47,000 7% Cash buffer to absorb 60-to-90 day delays in municipal/district invoice payments.
Physical Assets (COGS Seed) $35,000 5% Zero-inventory/POD setup, plus upfront capital for premium "District Onboarding Kits" used to close deals.
Total Projected Burn $750,000 100% Runway: 16–18 Months

Year 1 Cash Flow & The Path to Enterprise Scale

"By focusing Y1 on agile Charter Networks and premium Professional Development, we maintain an 88% blended margin while gathering the efficacy data required to close Tier 3 institutional whales in Year 2."

Goal

Prove product-market fit via early pilot revenue while bypassing 12-month municipal sales cycles.

Total Y1 Booked Revenue

$350,000

~88% Blended Margin

Revenue Stream Target Vol. Unit Economics Gross Rev. Margin
Tier 1 (Charter Pilots) 3 Networks $25,000 / Annual License $75,000 95% (SaaS)
Tier 2 (Mid-Size Districts) 2 Districts $75,000 / Annual License $150,000 90% (SaaS)
B2C Physical/Convention 2,000 Units Avg $25 / Books, Dice, Swag $50,000 65% (Physical)
Professional Dev (PD) 10 Days $4,500 / Onboarding Day $45,000 80% (Service)
Corporate Beta (HR/Agile) 1 Enterprise $30,000 / Q4 Pilot $30,000 95% (SaaS)

12-Month Go-To-Market (GTM) Deployment

Phased execution mitigating risk while building the data moat.

Q1: Prototype & Pipeline

June – August

Dev: Initiate Phase 1 (MVP) build of Student/Employee App & Teacher Dashboard.

Pipeline: Deploy to ISTE (June), ASCA (July), and Gen Con (August).

Milestone: Secure paid Letters of Intent (LOIs) from 3 Tier 1 Charter Networks.

Q2: The "Trojan Horse"

September – November

Dev: MVP launches in closed beta for fall pilots. Shift to Phase 2 (LMS/SSO).

Pipeline: Present at ASU+GSV (Sept) and National PBIS Forum (Oct).

Milestone: Team executes gap-selling framework to secure LOIs from 2 Tier 2 Districts.

Q3: The Data Harvest

December – February

Dev: Enterprise V1 goes live. Behavioral Data Lake begins generating exportable heat maps.

Pipeline: EDmarket integration for corporate HR/Agile team pitches.

Milestone: Utilize Q1/Q2 efficacy metrics to initiate 12-mo sales cycles with Tier 3 Whales.

Q4: Renewal & Expansion

March – May

Dev: Shift to cloud ops SLA and routine maintenance.

Milestone: Convert 100% of Q3/Q4 pilots into multi-year enterprise renewals.

Expansion: Upsell Summer Professional Development (PD) packages.

Ready to Review the Full Deck?

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Confidential Investment Materials. Do not distribute without permission.

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