This presentation and its contents — including metrics, financials and product plans — are confidential. By continuing you agree not to copy, share or redistribute them.
‹1 / 15›
INVESTOR NARRATIVE · JULY 2026
The agentic operating systemfor the creator economy.
Chat Nexus builds agentic AI that runs creator businesses end-to-end. Our agency BAE proves it: 3 creators under beta management added $30K in MRR — 2 more onboarding, all on our own stack. Agency today. Autonomy tomorrow.
Three years, one direction: hunting the highest-leverage place to stand in the creator economy. Three acts of building — all converging into one system.
2023–2024
Act I · Platform
XChatter → WeFans
Went head-to-head with OnlyFans — and learned the market's real physics: creators, not fans, are the scarce side.
UNLOCK Don't fight the platforms — arm the creators.
2024–2025
Act II · Tools
XPix · XSplit · XLiink
Built the picks and shovels. XLiink quietly began compounding at zero CAC while SaaS sales crawled.
UNLOCK A funnel we own — creators arrive daily at $0 CAC.
2026
Act III · Agency
BAE — beta live & earning
Took the highest-margin seat: run creators ourselves, on our own stack, at a 15–30% take.
UNLOCK Revenue now — and the training ground for autonomy.
THE ENDGAME
Chat Nexus OS
One agentic brain
Three years of playbook, encoded into one agentic brain that runs creator businesses end-to-end — ours first, the industry's next.
UNLOCK Everything before this was R&D for the brain.
→ Full circle: we own the funnel, the rails, the talent — and now we're encoding the playbook into software.
Investor Narrative · July 202602
The problem — and what the industry gets wrong
A $250B industry, still run by hand
Creator management is a 24/7 labor business. Agencies throw people at it — linear costs, burned-out chatters, inconsistent quality. We ran the ops floor ourselves, on our own accounts, and learned exactly where it breaks.
Chatting is the business — and it doesn't scale
Revenue closes one DM at a time, 24/7. Top fans spend $90K+ lifetime — each — and they aren't buying content, they're buying the relationship with their favorite creator. A rotating shift of strangers can't be that at scale.
→ Be the creator, perfectly, for every fan — only AI can.
Managing a creator is running a company
Content, editing, social media, pricing, promos, funnels, platform risk — every creator is a full-stack business. One human manager can only run a few creators before quality breaks — so agencies scale headcount, not margin.
→ One system has to run the whole roster.
Nothing anyone learns ever compounds
Every pricing call, winning script and fan insight lives in one chatter's head or one manager's gut — and dies there. Every new creator starts from zero. Agencies don't get smarter as they grow; they just get bigger.
→ An OS that learns across every account — and never forgets.
The answer isn't more people — it's one agentic system.AI that speaks as the creator with perfect memory, runs the whole operation end-to-end, and never puts an account at risk. The pieces are built — XLiink · XPix · XSplit · the OS — and they lock together.
Investor Narrative · July 202603
The product suite
Five products. One connected system.
Every piece was built to run a real creator business — and already does, on our own accounts, every day: acquire the fans, create the content, work every conversation, collect the money.
ACQUIRE
XLiink
Monetizable link-in-bio fan funnel — 7,329 creators in at $0 CAC.
One agentic brain under all four — every event, every fan, every dollar flows through it, and every loop makes it smarter ↺
Investor Narrative · July 202604
Where this is going
The agency is the wedge. The OS is the market.
Think LiveNation or WME — for creators and influencers. Own the talent, the funnel and the IP, then turn the operating playbook into the software every creator business runs on. Services first, software forever.
STAGE 1 · NOW
BAE — the AI-operated agency
Real revenue at a 15–30% take. Three creators in beta added $30K in MRR — two more onboarding, all on our stack — the proving ground where the OS trains on real accounts, real fans, real money.
Funds the build · de-risks the tech · compounds the playbook
→
STAGE 2 · THE PRIZE
Chat Nexus — the autonomous OS
The machine that runs creator businesses end-to-end. Scale our own roster at software margins first — then open the OS to every agency and creator in the category.
Software margins on agency-level take rates · platform optionality
THE ECONOMICS
15–30% of managed revenue today — run by software instead of headcount tomorrow.
PLATFORM-AGNOSTIC
The OS isn't tied to any platform — it runs creator businesses on OnlyFans, Fansly, Passes, and whatever comes next.
Investor Narrative · July 202605
Why it compounds
One company, one flywheel
Each loop lowers the cost of the next creator and raises the revenue per creator — the funnel is free, the agency is high-margin, and the OS makes it scale.
01
XLiink funnelOrganic creators in, at $0 CAC.
02
BAE signs talent15–30% of revenue · 5 signed today.
03
The OS runs accountsChat, sales & content at scale.
The loop repeats — and gets cheaper and higher-margin every turn.
FLYWHEEL
compounding
Investor Narrative · July 202606
Traction · the funnel
XLiink: the funnel compounds at $0 CAC
Total creators on XLiink
158→7,329
since launch · May 2025
Cumulative creators · recent months
3.3K
Feb
3.7K
Mar
5.2K
Apr
6.3K
May
7.3K
Jun
65M+
page impressions · last 30 days
4.09M
unique visitors · last 30 days
$0
marketing spend, ever
~30%/mo
avg. growth since launch
$5–$350+
subscription tiers /mo · live now
15
agencies run rosters on XLiink
Acquisition is solved. Reach independently verified at Cloudflare's edge. Every creator is a warm lead for BAE; every agency aboard is a licensing seat.
BAE: three creators proved the playbook — now we scale it
We held tight while we perfected the operating playbook — three creators added $30K in MRR. It works, so we're scaling: two more are onboarding straight onto the OS. Every account is live product validation, not a demo.
SIGNED CLIENT
Qimmah Russo
Fitness · ~4.5M IG followers · 3 OF pages
$100K+/mo
25%take
SIGNED CLIENT
Riska
Direct-to-fan creator · scaling
$30K+/mo
30%take
NEW — JUNE/JULY 2026
+3 creators signed
One already proven in beta · two more onboarding straight onto XSplit, XLiink and the autonomy stack.
~$40K+
company MRR, before new signings ramp
3 + 2
proven in beta + onboarding now
15–30%
take rate on managed revenue
Why run our own agency? Make money now while the OS matures · dogfood everything on real talent · encode the playbook before we scale it.
Investor Narrative · July 202608
Traction · the rail
XSplit: the money already moves
The commission-collection rail every agency needs — XSplit takes a 2.75–4% fee on every split it collects. Live, monetizing, and the financial backbone BAE runs on.
$1.96M
creator payouts processed
$706K
agency commissions tracked
91.0%
split collection rate
14 / 64
agencies / creators live
Real money, really moving. $643K in commissions collected across 1,027 completed payouts, plus $563K disbursed back to agencies — a working two-sided rail. It's deliberately slow to scale: onboarding an agency then migrating its creators takes months, which is exactly why we run the agency ourselves — every BAE creator lands on the rail on day one.
Investor Narrative · July 202609
The vision · Chat Nexus OS
One brain runs the whole creator business
Six systems replace the ops floor. Autonomy is earned per fan on a graduated ladder — hard guardrails make it safe to hand over the keys.
LIVE
Memory
Remembers every fan — every conversation, purchase and preference, forever.
LIVE
Conscience
The safety layer — spending caps, kill-switches and an audit log on every AI action.
IN PRODUCTION
Voice
Speaks as the creator — copilot on top fans first, full autonomy as it's earned.
BUILDING
Vault
The content library — every asset auto-tagged, priced and preview-ready to sell.
NEXT
Brain
Decides what to send, to whom, at what price, at exactly the right moment.
NEXT
Sidekick
The creator's own AI manager — what to shoot, when to post, how to grow.
THE AUTONOMY LADDER
L3
Full auto
Earned per fan — AI beats the human baseline.
L2
Supervised
AI live, with escalation triggers.
L1
Approve
AI drafts; human one-tap approves.
L0
Copilot
Human chats; AI briefs & drafts.
One blown reply at the top of the fanbase costs more than a month at the bottom — so autonomy graduates from the low tier up, fan by fan.
Investor Narrative · July 202610
Why this isn't just an agency
AI turns services into software
Agencies don't scale because revenue tracks headcount. The OS breaks that link: software absorbs the routine, humans keep judgment and escalation — margin expands as the ladder graduates.
TRADITIONAL AGENCY
Linear — and it caps out
One chatter ≈ a handful of creators
Every new client = new headcount
Margins compress as you grow
No equity value in the ops
CHAT NEXUS — AI-OPERATED
Leverage — margin rises with scale
Pulse works the edges — first touch & re-engagement, autonomously
FLO dispatches the high-value middle with AI-drafted replies
The ladder graduates fans to full autonomy, one by one
One operator supervises an ever-growing roster
The result: operating margin moves from ~30% today toward ~70% as autonomy graduates — software economics on agency take rates.
Investor Narrative · July 202611
The model · BAE on the OS
What the roster looks like at scale
XLiink compounds at $0 CAC; BAE converts a sliver of it into managed creators. With 3 proven and 2 onboarding, 18 by year-end is a signing plan — and even 2029’s 550 is under 0.5% of our own funnel.
$1.2M
2026E
$3.1M
2027E
$9.6M
2028E
$22.6M
2029E
~$51M
2029E @ 1%
BAE commission ARR run-rate · dashed = same engine at 1% capture
2026E
2027E
2028E
2029E
2029E @ 1%
XLiink creators (yr-end)
12K
26K
57K
125K
125K
Captured into BAE
0.15%
0.23%
0.35%
0.44%
1.0%
Creators managed
18
60
200
550
1,250
— at $50K+ / mo
1
3
10
27
62
Avg GMV / creator / mo
$21K
$18K
$19K
$19K
$19K
Blended take
26%
24%
21%
18%
18%
BAE ARR run-rate
$1.2M
$3.1M
$9.6M
$22.6M
~$51M
Operating margin
32%
48%
61%
70%
70%
Operating income
$0.4M
$1.5M
$5.9M
$15.8M
$35.9M
From here to there: ~$0.5M ARR run-rate today. The base plan never captures more than 0.5% of our own funnel — the purple column turns that one dial to 1%, nothing else, and the model more than doubles.
The pricing endgame:the blended take steps down by design — every gain in autonomy cuts our cost to serve, so we keep cutting price and taking share. Endgame: ~10% — below any human agency's cost floor — at software margins. Agencies staffing chatters can't follow us down. That's how the market tips.
Illustrative ARR run-rate (year-end), not booked GAAP revenue. Funnel modeled at ~2.2×/yr — below its current trajectory; capture and take stepped as shown. Subject to execution and market conditions.
Investor Narrative · July 202612
The prize
A proven category — monetized at the highest layer
TAM~$250B
SAM~$8B+
SOM7,329
TAM creator economy · ~50M creators SAM adult / direct-to-fan creator sales SOM 7,329 creators already in our funnel, climbing
Beachhead: adult / D2F — the highest transaction volume per creator.
TAM: Goldman Sachs creator-economy research — ~$250B today, ~$480B by 2027.
Two comps prove both halves of the model
Linktree — the funnel comp
50M+ users, ~$1.3B valuation on word-of-mouth growth. It monetizes at only ~$1.30 / user / yr — and in 2025 started chasing the take-rate model XLiink was built on.
→ XLiink earns a cut of fan spend — 50–100×+ more per creator
Talent agencies — the BAE comp
Music & talent management built billion-dollar franchises on owning the artist relationship. BAE takes 15–30% — and automates the back office.
→ The LiveNation playbook, for creators
Timing: today's market is point tools — chat assists, ops dashboards — bolted onto human agencies. No one has shipped an agentic suite that runs the whole loop — funnel → content → chat → payout — as one learning system.
~6% dilution 1.6× step-up from last round priced by traction, sized to ship autonomy
USE OF FUNDS — BUILD THE MACHINE, FEED IT CREATORS
Ship autonomy to production
FLO, Vault + Brain — the OS pillars that turn the ladder loose.
Scale the roster 5 → 200
Sign from our own funnel — 18 by year-end, 200 by 2028, every creator on the stack day one.
Paid fuel on the SaaS suite
First ad dollars behind XLiink, XSplit and FLO — a funnel compounding ~30% a month on $0 spend finally gets fuel.
30+ months of runway
Funds engineering, the roster build-out and the payout float — through software-margin proof at scale.
$1.5M turns a working agency into the autonomous platform for the creator economy's most profitable segment.
Investor Narrative · July 202614
WHY NOW
Agency today. Autonomy tomorrow.
The window is open: the market is still point tools — no one has shipped the agentic suite. We have the funnel, the revenue, and the machine already running in production.
A funnel that costs nothing
7,329 creators compounding at $0 spend — the distribution others burn millions trying to buy.
An agency that already earns
3 creators proven in beta (+2 onboarding) · ~$40K MRR · $1.96M on our own rail at 91.0% collection.
An OS that already runs
Every BAE dollar already flows through it — memory & guardrails live, autonomous chat & sell proving itself on real accounts.
We’re not promising a category — we’re already operating it.
