Investors
This section packages the investor-ready story: thesis, product moat, pricing ladder, cash-out policy, milestones, and an illustrative 10-year model.
Informational — not an offer5-feed access control moatEvents + ticketingGuardian Hub safety workflowsWallet settlement + withdrawal windows
Thesis
LTSocial is a tech-first, safe social universe combining tiered feeds, streaming, events, marketplace commerce, and a wallet-enabled settlement layer. The core advantage is enforceable policy: access control, payouts, and safety workflows are primitives, not bolt-ons.
Pricing ladder (public beta)
Example plans: SelfCelebrity $50, 4Family $100, Miner $250, Pearl $350, Jasper $500 (with standardized split labels for Creator Share / User Rewards / Platform).
Cash-out & conversion policy
- Bank conversion is off-app only: in-app → network wallet → external rails → USD bank.
- During Beta: Reality Coin → USD bank conversion retains 75% to platform / 25% to user.
- After Beta + official launch: 25% platform / 75% user.
- Withdrawals process in two settlement windows daily (morning + night).
Illustrative 10-year base case (USD millions)
| Year | Avg MAU | Paying Users | Net Rev ($M) | EBITDA ($M) |
|---|---|---|---|---|
| 1 | 25,000 | 250 | 0.41 | -2.20 |
| 2 | 100,000 | 1,500 | 2.46 | -2.66 |
| 3 | 300,000 | 6,000 | 9.44 | -0.63 |
| 4 | 750,000 | 18,750 | 29.70 | 7.42 |
| 5 | 1,500,000 | 45,000 | 71.17 | 26.33 |
| 6 | 3,000,000 | 96,000 | 153.40 | 67.50 |
| 7 | 5,000,000 | 170,000 | 275.29 | 134.89 |
| 8 | 8,000,000 | 288,000 | 472.11 | 250.22 |
| 9 | 12,000,000 | 456,000 | 755.63 | 430.71 |
| 10 | 18,000,000 | 720,000 | 1205.17 | 723.10 |
Planning model. Not a promise. See full assumptions in the included reports.
Milestones (high level)
- Beta: web app shell + 5 feeds + Calendar/Location + wallet connect + withdrawal UX + Guardian Hub SOPs.
- Launch gate: 250 paying users or $1M gross receipts + policy versioning + audit logs.
- Scale: deepen Creator Rooms, ticketing, commerce, and safety automation.