Non-Disclosure
By continuing beyond this notice, you acknowledge and agree that the contents of this presentation, including the strategy, financial model, methodology, broker partner economics, roadmap, and all supporting materials, are the strictly confidential and proprietary information of Sellers Reserve. You agree to hold this information in the strictest confidence, to use it solely for the purpose of evaluating a potential investment, and to not disclose, reproduce, forward, screenshot, or distribute any portion of it, in any form, to any third party without the prior written consent of the Company. Your continued review of this material constitutes your binding agreement to these terms.
The Investor Presentation
The operating system
for residential
real estate.
Sellers Reserve is raising $5,000,000 to install Reserve Sale Divisions across Orange County and cement our position in Southern California, then build up from there. A home’s true value, in 18 days, not 180.
We do not compete with brokerages. We make the best one in each territory harder to compete with. ABC Real Estate Reserve Sale Division, powered by Sellers Reserve.
Built up, not bought in
Thirty Orange County broker partners prove the model before a single new market opens.
Aligned economics
A 1.5% fee on every property sold and a 30% mortgage share. We only earn when partners sell.
Compounding moat
One partner per protected territory. Every territory filled is one a competitor cannot have.
Proof before scale
Orange County is the launch market. Thirty partners, one county, one year, measured results before expansion.
A $1.20M marketing engine
Funded by Sellers Reserve from the raise. No membership for partners or agents: $1.20M behind Southern California partners, their divisions and every agent's co-branded collateral.
Compounding ecosystem
Reserve Sale, mortgage, media, academy and technology feeding one flywheel: every reserve sale creates a loan, a story and a recruit.
The Problem
A multi-trillion-dollar market running on a 1970s operating procedure.
The industry sells time.
Sellers want certainty.
Residential real estate is a multi-trillion-dollar market running on a 1970s operating procedure: list, wait, reduce, negotiate, hope. Every participant absorbs the cost of that uncertainty, the seller most of all.
Price discovery is guesswork
A listing price is an opinion. The market is never actually tested, it is negotiated against a single buyer at a time.
Time kills value
The average listing sits for months. Every price reduction is a public signal of weakness, and the seller pays for it twice.
Contingencies erode certainty
Deals collapse on inspection, appraisal and finance. The seller carries the risk of a buyer who was never fully committed.
Agents are undifferentiated
1.5 million licensees selling the same service, from the same portals, at the same price, with no system underneath them.
Brokerages have no product
Split wars, recruiting bonuses and desk fees. No technology, no demand generation, no defensible economics.
Ancillary revenue leaks out
Mortgage, title, escrow and marketing dollars leave the transaction and never come back to the people who created them.
“The market has never had a problem paying the price. It has had a problem discovering it.”
Why Now
The conditions for a platform layer have never aligned like this before.
Six forces, converging
in the same window.
Platforms are not built when an idea is good. They are built when the market has no choice but to change. That window is open now, and it does not stay open.
Commission structures are being rewritten
Post-settlement, buyer-side compensation is negotiable and transparent. Models built purely on a commission split are structurally exposed. Ours is not.
Sellers have equity and impatience
Record embedded equity meets a market where speed and certainty are worth more than a theoretical extra percent six months from now.
Attention is the new distribution
Portals monetise the seller you created. Owned media, television, publishing, social, puts origination back in the hands of the operator.
Agents are looking for a system
Recruitment is no longer won on splits. It is won by handing an agent a machine that produces listings, appointments and closings.
Competitive bidding is normalised
Every other major asset class, art, cars, commercial, land, discovers price through competitive bidding. Residential is the last holdout, and it is turning.
AI collapses the cost of running an office
The workflow, the marketing, the underwriting triage and the follow-up now scale without headcount. Margin that used to be impossible is now standard.
The Company
Not a brokerage. Not an auction house. An operating system.
A force multiplier
for the broker partner.
Inside each selected brokerage we establish a Reserve Sale Division, for example ABC Real Estate Reserve Sale Division, powered by Sellers Reserve. The partner keeps its brand, its agents and its clients. We bring the method, the technology, the marketing engine, the training, the media and the mortgage partnership.
We earn a 1.5% fee on each property sold through the division and a 30% share of mortgage revenue. There is no membership for partners or agents. Instead, we pay each partner a 10% referral fee on our reserve sale revenue from its division, structured to be legally compliant. We succeed only when the partner succeeds, and the partner shares in our success.
Reserve Sale is our method. Media is our distribution. Broker partnership is our business model. The ecosystem is the moat.
One system. Every market.
The Ecosystem
Twelve divisions, one compounding system.
Twelve divisions.
One operating system.
No single division is the business. The business is the interlock: each division lowers the cost and raises the output of the one next to it.
Reserve Sale Platform
Live and online competitive bidding, non-contingent contract signed on reserve sale day.
Success Academy
The training and certification engine that turns agents into operators, and recruits them.
Reserve Mortgages
Finance for every qualified buyer in the room. 70 / 30 partnership with the broker partner.
Reserve Studios
Television and long-form production. Brand credibility and agent recruitment.
Reserve Magazine
Print and digital publishing. The luxury listing showcase and the seller magnet.
Technology Platform
CRM, bidder management, campaign automation, analytics, one login, one dataset.
AI Layer
Valuation triage, campaign copy, buyer scoring, follow-up. Headcount-free scale.
Marketing Hub
The Sellers Reserve-funded marketing engine, with the partner brokerage as the hero.
Events
Reserve Sale events as brand theatre, the room that generates the next twenty sellers.
The Book
The methodology in print. Authority, credibility, and the top of the recruitment funnel.
CRM & Data
Every bidder, every under-bidder, every appraisal, compounding proprietary data.
Broker Partnership
One protected territory, one partner, one Reserve Sale Division powered by Sellers Reserve.
The Method
Eighteen days from list to non-contingent contract.
A compressed process that determines value in 18 days, not 180.
Every seller gets the same disciplined sequence. The transparency is the product: the seller watches the market decide, and the certainty arrives before the hammer drops.
Reserve Strategy
Valuation range, reserve setting, and the seller's certainty plan. The reserve protects the downside before a dollar is spent.
Campaign Build
Full creative production, film, stills, copy, magazine placement, media plan. Launched as an event, not a listing.
The Marketing Sprint
16–21 days of concentrated demand generation. Inspections, buyer qualification, mortgage pre-approval, bidder registration.
Reserve Sale Day
Competitive bidding in public. The market, not an opinion, sets the price, and the buyer signs a non-contingent contract on the day.
“Certainty arrives before the hammer drops.”
The Mahon Methodology
The Flywheel
Every reserve sale creates the next seller, the next loan and the next recruit.
Every turn makes the
next turn cheaper.
Content creates audience. Audience creates sellers. Sellers create reserve sales. Reserve Sales create mortgages, stories and recruits, which create the next round of content. The customer acquisition cost of the platform falls with every rotation.
Owned origination
Demand is generated by our media, not bought from a portal.
Multi-monetisation
One seller relationship monetises across reserve sale, mortgage, media and the partner network.
Recruitment engine
Every public result is a recruitment asset, and every recruit is recurring revenue.
The Mortgage Engine
A captured funnel, not a referral relationship.
The bidding room is the
best loan funnel in finance.
Every registered bidder must be qualified before they can raise a paddle. That requirement turns a reserve sale campaign into a pipeline of pre-approved, verified borrowers, at effectively zero incremental acquisition cost.
Qualification is mandatory, not optional
Bidder registration requires finance verification. The funnel fills itself as a by-product of running the campaign.
Multiple borrowers per property
The under-bidders do not disappear. They buy the next home, and they are already in our system, already approved.
Modelled at one funded loan per reserve sale
A deliberately conservative capture assumption given the number of qualified bidders in each campaign.
A partnership, not a referral
Sellers Reserve retains 30% of mortgage revenue; the broker partner retains 70%. We are partners in the finance business, not a referral fee.
Across 30 Orange County partners, that is $576M of annual mortgage volume at maturity. At 900 partners, $17.3 billion, from demand the platform created itself.
Sellers Reserve Studios
Owned demand generation at national scale.
A television series is not
marketing. It is distribution.
Reserve Studios produces a premium, unscripted series built around the reserve sale, the sellers, the stakes, the room, the hammer. It is the most efficient origination and recruitment asset the company can own.
Credibility at national scale
Television converts an unknown brand into an authority overnight. Sellers list with the brand they have already watched.
Recruitment on autopilot
Agents pursue relevance. A partner brokerage whose agents appear on a television series recruits from a position no split war can match.
Content that never stops working
Every episode becomes hundreds of social assets, magazine features and campaign proof points feeding the flywheel.
On funding: the series is not modelled as self-funding and carries no assumed network licence, sponsorship or distribution revenue. Season one is fully funded from the $550,000 allocated in this raise, and every projection in this memorandum holds if Studios generates no external revenue at all. Any licence or sponsorship secured is upside, not a dependency.
Publishing
The magazine as the printed edge of the platform.
Publishing is how we
own the seller relationship.
Print is not nostalgia, it is positioning. The magazine puts our listings in front of the exact demographic that owns them, and the book puts the methodology in the hands of every agent we intend to recruit.
Reserve Magazine
A quarterly luxury title distributed into high-equity households and every partner territory. It is the listing showcase, the seller magnet, and a partner benefit competitors cannot replicate.
The Book
The methodology, documented. It converts a sales pitch into a body of work, the fastest way to earn a seller's trust and an agent's attention before the first meeting.
“We don't sell houses faster. We remove the reason they take so long.”
The Success Academy
One standard, identical execution, every market.
We don’t recruit agents.
We manufacture operators.
Success Academy is the certification layer of the operating system: the reserve conversation, the campaign build, bidder psychology, reserve sale day execution, and the mortgage handoff, taught, scored and standardised.
It solves the two hardest problems in scaling a real estate platform at the same time. It guarantees quality across every partner territory, and it is the single most effective recruitment instrument we have: agents join for the system, and stay for the results the system produces.
The Broker Partner Proposition
An Reserve Sale Division inside the best brokerage in each territory.
One territory. One partner.
One Reserve Sale Division.
Sellers Reserve is selecting 30 brokerage partners across Orange County. Each installs a Reserve Sale Division powered by Sellers Reserve, and receives protected territory rights, the full ecosystem, and a dedicated marketing engine that puts the partner and its agents front and centre.
A genuine reason for productive agents to choose the partner brokerage over the one down the street.
New tools, marketing, training and opportunity that give the best agents more reasons to stay.
More listings, shorter campaigns, stronger buyer competition and a process built around certainty.
Higher production, more sides, greater commission opportunity and increased brokerage enterprise value.
The Four R’s reinforce one another. Better tools produce better results. Better results create more productive agents. Productive agents stay. Competitors notice. Recruitment becomes easier. Revenue follows.
A massive point of difference
A listing proposition materially different from another CMA or another promise to work hard.
A protected territory
Only one approved partner holds Sellers Reserve rights in each territory, subject to performance standards.
More double-sided opportunity
A larger pool of registered, motivated buyers, increasing opportunities to represent both sides where lawful.
Shorter time on market
Concentrated 16–21 day campaigns built on urgency and competition, not passive exposure.
Greater certainty
A non-contingent contract on reserve sale day, removing finance, appraisal and inspection fall-through risk.
Brand elevation
The partner stays front and centre. Sellers Reserve amplifies the brokerage and its agents; it never replaces them.
No monthly fees. Sellers Reserve funds the marketing engine, including personalised collateral for each of the roughly 20 agents in the division, co-branded with the brokerage and Sellers Reserve.
$2,250 back to the partner on every reserve sale. Paid broker-to-broker under California licensing rules, and never on mortgage revenue.
$22,500 on a $1,500,000 sale, paid by the seller at closing and only on success. It sits on top of the listing commission, so the broker’s commission is never reduced.
No buyer’s premium. Traditional auction houses add one, which ultimately comes out of the seller’s price. We don’t.
Before agent splits, and before any double-sided or recruitment upside. Every figure here derives from the master model in the final part.
We are here to strengthen the brokerage, not compete with it.
We do not recruit the partner’s agents, take its clients or hide its brand. Our economic success is tied directly to partner production.
“Which brokerage has Sellers Reserve in this territory?”
Once a performing partner secures a territory, it is no longer available to competitors. The window to own a territory is finite, and that scarcity drives partner acquisition.
Unit Economics
What a single broker partner produces.
What one partner is worth
to Sellers Reserve.
Our revenue is earned on success: a fee on each property sold and a share of the mortgage the bidding room creates. No membership is charged: we fund the marketing engine ourselves and pay the partner a 10% referral fee on our reserve sale revenue.
The partner carries the office, the agents and the local cost base. We carry the system. Across 30 Orange County partners at maturity, that is $15.40M of net annual revenue from a single county.
Built Up From Orange County
30 partners first, then the map, stage by stage.
One county proves it.
The map scales it.
We are building up, not spreading out. No new market opens until Orange County has proven the model with 30 partners. Each stage is sold on the measured results of the one before it.
Revenue Roadmap
Year one to year five.
From 30 partners to
$372M in five years.
Revenue is a function of partners and reserve sales per partner. New partners are modelled at half volume in their first year. Every figure is net of the 10% partner referral fee.
“Own the system, not the transaction.”
Enterprise Value
Why this is priced as a platform, not a brokerage.
Priced as a brokerage.
Built like a platform.
Brokerages trade on thin, cyclical commission margins. A platform embedded inside hundreds of brokerages, with a proprietary demand engine and exclusive territories, trades on a fundamentally different basis. That gap is the investment.
Embedded by design
The Reserve Sale Division lives inside the partner's brand and workflow. Switching away means dismantling a division, not cancelling a vendor.
Asset-light scaling
Partners carry the offices, the agents and the local cost base. We carry the system.
Territory scarcity
Every protected territory filled is one a competitor cannot enter. The network itself becomes the asset.
Illustrative only. Multiples reflect general market observations for platform businesses and are not a forecast, valuation opinion, or guarantee of outcome.
Founder & Launch Market
Two decades of execution, transplanted.
Two decades of method.
Twelve months of groundwork.
The Mahon Methodology was not theorised, it was built over more than two decades of running competitive-bidding campaigns, training agents, and putting sellers in rooms where the market decided the price in public.
This is not a typical start-up. For the last eight months the platform has been built in the launch market: operator and vendor relationships in place, strong listings already in the pipeline, and conversations held with hundreds of agents and brokers across Orange County, alongside the media and publishing assets the platform runs on.
The demand is already in front of us. This raise is the capital to meet it, and to prove the model with 30 Orange County broker partners, cement Southern California and build up from there before someone else attempts it with less experience and more money.
Of 30 Orange County territories, signed or in term sheet
Signed listing agreements through partner brokerages
Proof-of-concept reserve sale campaigns run to date
Principals progressed to a meeting with the founder
Figures marked in verification are evidenced in the data room on request rather than asserted here. No projection in this memorandum relies on traction achieved to date.
Relationships established
Operators, vendors, media partners and mortgage infrastructure in the launch market.
Proof of concept
The method executed campaign-by-campaign to validate the 18-day sequence locally.
Listing pipeline
Inventory identified and in progress, ready to launch through partner Reserve Sale Divisions at volume.
Recruitment momentum
Agents already positioning to join partner brokerages ahead of the Reserve Sale Division launch.
Team, Governance & IP
The bench this round funds, and the assets the Company owns.
A founder with the method, and a bench funded by this round.
The Company is founder-led by design and institutional by structure. The raise funds four senior roles, and the assets the platform runs on are owned, not rented.
Compliance & Finance lead
Funded by this roundOwns partner agreement compliance, state reserve sale and brokerage rules, NMLS licensing, RESPA compliance and financial reporting to the board. Target profile: multi-state brokerage or mortgage compliance officer with controller experience.
Chief Technology Officer
Funded by this roundOwns the Operating System build, the bidder platform, the CRM and the AI layer. Target profile: senior platform engineer from proptech or marketplace SaaS with multi-tenant experience.
Head of Mortgage
Funded by this roundRuns the affiliated mortgage venture, lender relationships, compliance and partner onboarding into the funnel. Target profile: retail mortgage executive with multi-state licensing experience.
Head of Broker Partnerships
Funded by this roundOwns broker partner origination, territory allocation, partner diligence and performance management. Working with Lisa Hoffman and Andrew S. Warren on Orange County origination. Target profile: brokerage growth leader with deep Southern California relationships.
Executive Producer, Reserve Studios
Contracted per seasonDelivers the series and the always-on content engine. Engaged on a production contract rather than headcount, keeping fixed cost out of the base.
Five seats at close: two founder, one investor seat elected by the round, and two independent directors.
Investor consent required for new share classes, debt above a set threshold, sale of the Company and changes to the partner model.
Monthly KPI pack, quarterly financials, annual budget approved by the board.
Full-time, four-year vesting with a one-year cliff on founder equity, standard leaver provisions.
The trademarked platform name, the 18-day sequence and the operating playbooks, owned by the Company and deployed inside partner brokerages.
Codified curriculum, scripts, campaign templates and certification standards held as Company IP.
CRM, bidder platform and the AI layer built with round proceeds, owned outright, no third-party platform dependency.
The series format, the magazine masthead and the content library, owned rather than licensed in.
Every campaign feeds a proprietary dataset of reserve levels, bidder behaviour and clearance by price band. No competitor can buy it.
A four-seat advisory board is being formed alongside this round, covering franchise law and disclosure, mortgage compliance, media distribution and multi-market brokerage operations. Advisors are appointed on standard advisor equity from the option pool rather than cash, and named advisors will be disclosed in the data room as each appointment is confirmed.
The Ask
$5,000,000 and precisely where it goes.
$5,000,000 to cement our position in Southern California.
Capital is allocated to the four things that create durable enterprise value: 30 proven partner divisions, the technology that makes them repeatable, the media that fills it, and the runway to execute without compromise.
Terms & Milestones
The instrument, the price, and what the capital buys by when.
The instrument, the price, and what the capital buys by when.
Indicative terms for discussion. Definitive terms will be set out in the transaction documents.
First Orange County Reserve Sale Divisions operating, first campaigns closed on the 18-day sequence, mortgage venture licensed and taking applications, marketing engine live.
Every Orange County territory filled, Operating System v1 shipped, Academy certification live for partner agents, season one of the series in distribution.
Proof of concept evidenced across 30 partners, Southern California partner pipeline contracted, Series A raised to build up beyond Orange County.
Success breeds success.
The full $5M lets us launch with force rather than piecemeal: every partner division staffed, marketed and producing at once. That sharply raises the speed and likelihood of visible traction. Visible traction attracts the next partners, the next listings and the next round, and each step lowers the risk carried by every investor in this round.
Eight months already built.
- — Eight months of groundwork in the launch market
- — Strong listings already in the pipeline
- — Conversations held with hundreds of agents and brokers
- — A methodology proven over more than two decades
Scenarios
Bear, base and bull, plus the cost of acquiring a broker partner.
One plan is a story.
Three cases are a model.
Two variables move almost all of the outcome: broker partners signed, and reserve sales per partner. Everything else is a consequence of those two.
The plan as presented throughout this document.
Roughly $15,000 of origination cost against $540,000 of annual fee revenue per partner.
Payback occurs on the partner's first reserve sale. Scarcity does the selling: once a territory is taken, it is gone. The series, the magazine and the Academy are the top of this funnel, which is why owned media is treated as infrastructure rather than marketing spend.
Sourced by Lisa Hoffman and Andrew S. Warren, the series, the magazine and direct outreach.
Strategic alignment confirmed; principal meets Michael Mahon.
Production history, agent roster, leadership commitment and territory mapping.
One per protected territory, at a 60 to 90 day cycle.
First conversation to signed partner agreement.
Certification, system deployment and launch campaign before the first reserve sale.
Per onboarding pod. Orange County's 30 partners are onboarded across the first year by two pods.
Risk & Mitigation
What could go wrong, and what is already in place.
Every risk we underwrite, and what we have already done about each one.
Franchise law · FTC Franchise Rule
A branded division and a prescribed operating system could be characterised as a franchise under federal and California franchise law, regardless of the word used to describe it.
There is no membership or fee paid by the partner, the partner keeps its own brand, and the 10% referral fee is paid broker-to-broker only on reserve sale fees, never on mortgage revenue (RESPA). Franchise counsel reviews the partner agreement before signing, and we will prepare disclosure and registration if the structure requires it.
Mortgage venture structure
A captive lending arm attached to our own transactions is precisely the controlled-business arrangement RESPA scrutinises, and it requires NMLS company and loan-originator licensing in every state we operate in.
Structured as a RESPA-compliant affiliated business arrangement: written disclosure at point of referral, no required use of the affiliate, no compensation other than a return on ownership interest, and no fee for referrals. NMLS company and originator licensing is sequenced state by state ahead of each market opening, with a compliance lead funded by this round.
Auction licensing by state
Auction and brokerage regulation varies state by state and can slow market entry.
Expansion is sequenced by regulatory friendliness, and partner brokerages hold the required brokerage and auctioneer credentials as a condition of the partner agreement.
Partner underperformance
A weak brokerage damages both revenue and the brand in an exclusive territory.
Territory rights are subject to performance standards, Academy certification before launch, quarterly review, and territory reassignment on sustained default.
Market softness
A slower transaction market reduces reserve sale volume and mortgage originations per office.
Partner commitments are territory-long, not per-listing. The reserve sale outperforms in illiquid markets, where price discovery matters most.
Origination pace
Partner signings arriving slower than plan pushes out the roadmap.
Orange County is fully funded by this round and profitable on its own. Media output is front-loaded so the top of the funnel builds ahead of the sales effort.
Key person concentration
The methodology and the market relationships are currently founder-held.
The Academy exists to codify and transfer the method. This round funds the senior bench, and the curriculum is Company-owned IP, not personal knowledge.
Incumbent response
A national brokerage could attempt its own reserve sale division.
Copying the method requires rebuilding owned media, a mortgage venture, a certification academy and the outcome dataset simultaneously. And our partner already holds the territory.
Competitive Landscape
Who already operates here, and where we differ.
The category is proven.
The platform layer is not yet built.
Luxury auction is not an unproven idea, and we would be suspicious of anyone who claimed it was. Concierge Auctions and others have already validated the demand. What none of them have built is an Reserve Sale Division embedded inside the leading brokerage in each territory, with owned media, captive finance and certified agents attached.
Concierge Auctions
The category leader in luxury real estate auctions, a marketplace model now held inside a large brokerage network.
Transaction-by-transaction marketplace economics. No embedded local brokerage network, no captive mortgage, no owned media or academy. They monetise the auction, we monetise the operating system underneath it.
Supreme Auctions
Boutique luxury auction house engaged alongside listing brokers on a per-property basis.
A service hired for a single property. No recurring revenue, no territory network, no embedded partner network. Scale is bounded by their own headcount.
Sotheby's, Christie's and brand auction arms
Auction credibility attached to an existing luxury brand, used selectively at the very top of the market.
Auction is an occasional tool inside a commission business, not the standard operating procedure. Their economics still depend on splits, so they cannot rebuild around an 18-day non-contingent sequence.
Regional and online bidding platforms
Technology-first auction platforms, largely distressed, REO and investor inventory.
Software without demand origination. They sell access to a bidding tool. We originate the seller, fill the room, finance the buyer and certify the operator.
Traditional brokerage franchises
Brand, referral network and a royalty on gross commission income.
Franchise fatigue is our strongest sales argument. We take no royalty on gross commission. The partner keeps its brand and its commissions; we earn 1.5% only on properties sold through the division.
Led by Michael Mahon.
Platforms can be copied. Leadership cannot. Michael brings more than 20 years of experience refining this method, and he is the reason brokers take the meeting. He is experienced and talented, committed and unwavering, and he leads in a way that is dynamic and engaging. He has spent eight months building this, has strong listings in the pipeline and has spoken with hundreds of agents and brokers. Other firms sell a service. Sellers Reserve is led by a founder who lives the method and gets people to follow him.
The honest read: an incumbent could copy any single division. To copy the model they would have to run an auction house, a mortgage venture, a production studio, a publisher and a certification academy at once, and then install it inside a rival brokerage under that brokerage's brand. That is the trade none of them will make.
Structural Advantage
What a competitor would have to rebuild to copy this.
The difference isn’t better.
It’s structural.
| Dimension | Traditional brokerage | Sellers Reserve |
|---|---|---|
| Demand origination | Bought from portals | Owned media, television, publishing |
| Price discovery | Opinion, then negotiation | Public competitive bidding in 18 days |
| Revenue model | Commission splits | 1.5% success fee + 30% mortgage partnership |
| Ancillary revenue | Leaks out of the transaction | Captured inside the ecosystem |
| Agent value proposition | A higher split | A complete operating system |
| Scaling cost | Headcount and offices | Broker partners carry the cost base |
Model, Math & Assumptions
The master model. Every number in this document, derived.
Every number in this deck,
shown working.
These are management estimates built from operating experience and industry benchmarks. They are illustrative, deliberately conservative on capture rates, and fully sensitised in the model available under NDA. This table is the master model: every partner, unit-economics and roadmap figure in this document is computed from these inputs, so no two sections can disagree.
Reserve Sale inputs · mature partner
Mortgage funnel
Sellers Reserve revenue · per partner
Partner terms
Roadmap math · net revenue
Use of proceeds
“Eighteen days. Not one hundred and eighty.”
The industry will be rebuilt
on someone’s operating system.
We have the method, the media, the mortgage partnership and the market. $5,000,000 installs it across Orange County, cements our position in Southern California, and builds it up territory by territory into a national network.
Disclaimer
Confidential. This document and the information contained herein (the "Presentation") is confidential and is furnished solely for the purpose of enabling a prospective investor to evaluate a potential investment in Sellers Reserve (the "Company"). By accepting this Presentation, the recipient agrees to keep its contents strictly confidential and not to reproduce, distribute, or disclose it, in whole or in part, without the prior written consent of the Company.
Not an offer. This Presentation does not constitute an offer to sell, or a solicitation of an offer to buy, any security. Any such offer or solicitation will be made only pursuant to definitive transaction documents and in compliance with applicable federal and state securities laws, including exemptions under Regulation D of the Securities Act of 1933, as amended.
Accredited investors only. Any investment in the Company is intended solely for "accredited investors" as defined under Rule 501 of Regulation D.
Forward-looking statements. This Presentation contains forward-looking statements regarding markets, strategy, revenue, unit economics, broker partner performance, roadmap, and enterprise value. These statements reflect current expectations and assumptions and are inherently subject to significant business, economic, regulatory, and competitive risks and uncertainties. Actual results may differ materially.
Illustrative financial model. Financial figures, unit economics, capture rates, mortgage funnel assumptions, partner take-home, roadmap targets, and valuation references are illustrative and based on management estimates and industry benchmarks. They are not audited, not a guarantee of future performance, and should not be relied upon as such. A full model with sensitivity toggles is available under NDA on request.
Risk of loss. An investment in the Company involves a high degree of risk, including the risk of loss of the entire investment. The Company is early-stage, operates in a competitive and regulated industry, and its business plan depends on execution, capital deployment, broker partner recruitment, and market conditions outside its control.
No advice. Nothing in this Presentation constitutes legal, tax, accounting, investment, or other professional advice. Prospective investors should conduct their own independent investigation and consult their own advisors before making any investment decision.
© 2026 Sellers Reserve. All rights reserved. For discussion purposes only.