Simplify Systems Pitch Deck
Simplify System
The Operating System for Ambitious Entrepreneurs
Transforming how founders build, scale, and sustain profitable businesses
Series A Investment Presentation | January 2026
The Entrepreneurial Crisis
50% of small businesses fail within 5 years—not from lack of revenue, but from operational mismanagement.
- Founders spend 65-75% of time on reactive, non-strategic work
- Average entrepreneur uses 10-15 disconnected tools, creating data silos and workflow friction
- 72% of entrepreneurs report burnout from operational complexity
- Decision paralysis delays critical scaling decisions (hiring, pricing, expansion)
Massive Market Opportunity
Market Size
Growth Drivers
- 12-15% CAGR in automation market through 2030
- 8-10% CAGR in coaching/leadership development
- 600K+ new US businesses launching annually
- Post-pandemic burnout creating urgency for solutions
The Gap: Why Current Solutions Fail
- Project Management Tools (Asana, Monday.com) — Strong task management, but zero strategy alignment
- CRM Platforms (HubSpot, Salesforce) — Comprehensive but require weeks of customization
- Business Coaching — Expensive ($10K-$50K+/year), sporadic, lacks accountability structures
- Automation Tools (Zapier, Make) — Flexible integrations, but create MORE complexity
No solution combines: Automation + Strategy + Community + AI
Simplify System: The Integrated Solution
Core Components
- Custom AI-powered virtual assistants
- Workflow automation (500+ tools)
- Proprietary strategy frameworks
- Real-time unified dashboard
Catalyst Mastermind
- Weekly live strategy sessions
- Peer accountability & learning
- Expert-led deep dives
- Exclusive community access
Exceptional Unit Economics
| Metric | Value | Industry Benchmark | Status |
|---|---|---|---|
| CAC Payback Period | 1-4 months | 3-6 months | ✓ Superior |
| LTV:CAC Ratio | 5:1 to 10:1+ | 3:1+ | ✓ Excellent |
| Gross Margin | 75-80% | 70-85% SaaS | ✓ Strong |
| Net Revenue Retention | 30%+ Year 1 | 110%+ (ideal) | ✓ Expansion mode |
5-Year Revenue Trajectory
| Year | ARR | Customers | Gross Margin | Key Milestone |
|---|---|---|---|---|
| Year 1 | $250K | 500 | 75% | Product-market fit |
| Year 2 | $1.2M | 2,000 | 78% | EBITDA breakeven |
| Year 3 | $3.5M | 5,000 | 80% | Series B ready |
| Year 4 | $8M | 12,000 | 80% | Market leadership |
| Year 5 | $18M+ | 25,000+ | 80% | Exit ready |
Tiered Revenue Architecture
Tier 1: Base (Self-Service)
$97-297/mo | Emerging founders | LTV: $2K-4K | 18.7:1 LTV:CAC ratio
Tier 2: Premium (Hybrid)
$297-997/mo | Growth-stage | LTV: $5K-12K | 14:1 LTV:CAC ratio
Tier 3: Enterprise (Full Custom)
$997-5K+/mo | Scaling leaders | LTV: $15K-50K+ | 12:1 LTV:CAC ratio
Tier 4: Simplify Wealth Systems
$2K-5K+/quarter | Successful founders | LTV: $20K-60K+ | 12.8:1 LTV:CAC ratio
Defensible Competitive Moats
- Network Effects — Catalyst Mastermind creates peer accountability & switching costs
- Proprietary Data — Aggregated insights from thousands of founders = unique intelligence
- Integrated Ecosystem — No competitor combines automation + strategy + community + AI
- Brand Moat — "Simplify System" = "the operating system for ambitious founders"
- Founder-Centric Design — Built exclusively for entrepreneur workflows and language
Multi-Channel Customer Acquisition
| Channel | CAC | Payback | Year 1 Mix |
|---|---|---|---|
| Community/Organic | $150-300 | 1-2 months | 40% |
| Content & Thought Leadership | $200-500 | 2-3 months | 25% |
| Strategic Partnerships | $300-800 | 2-4 months | 20% |
| Paid Advertising | $500-1,500 | 3-4 months | 15% |
Early Traction & Validation
- 200+ active users across base and premium tiers (first 12 months)
- 70%+ monthly active usage — Strong engagement and real value
- 30%+ net revenue retention — Expansion revenue from upgrades
- <30% churn in Year 1 — Indicates strong product-market fit
- 95%+ NPS from premium tier customers
Case Study: SaaS Founder achieved 8:1 ROI within first year | $1.8M incremental ARR
Experienced Leadership Team
Dianne Beattie — Founder & CEO
15+ years building and scaling businesses | Built Cyber Secure Online to multi-million ARR | Deep founder psychology & systems expertise
- Hiring Chief Product Officer (AI/automation platforms experience)
- Hiring Chief Revenue Officer (SaaS GTM & founder market expertise)
- Recruiting VP Community (scaling membership communities)
- Building advisory board (venture investors, AI pioneers, founder leaders)
Series A Investment Opportunity
Investment Terms
Use of Proceeds
Return Scenarios for Investors
| Scenario | Entry | Year 5 Exit | Multiple | IRR |
|---|---|---|---|---|
| Conservative | $2.5M @ $25M | $300M+ | 12x | 25-30% |
| Base Case | $2.5M @ $20M | $500M+ | 10x | 58%+ |
| Upside | $2.5M @ $15M | $750M+ | 20x | 80%+ |
Why Invest in Simplify System?
- Massive Market — $200B+ automation, $17B+ coaching, 80M addressable businesses
- Proven Founder — Track record of building profitable ventures to scale
- Exceptional Unit Economics — 2-4 month CAC payback, 5:1-10:1+ LTV:CAC
- Defensible Moats — Network effects, proprietary data, integrated ecosystem
- Market Tailwinds — AI adoption, founder burnout, economic resilience demand
Let's Transform Entrepreneurial Success
We're seeking visionary investors who understand the founder market and believe in sustainable, defensible business models.
Schedule a Discovery Call | Experience the Catalyst Mastermind | Review Financial Models
Dianne Beattie, Founder & CEO
Join Strategy Call Mastermind for Innovators
Every Wednesday | 10 AM CST
2026 © ALL RIGHTS RESERVED | SIMPLIFY SYSTEMS | SIMPLIFY WEALTH SYSTEMS
Simplify Systems is a subsidiary of: Cyber Secure Online.com LLC
No pressure. Just your next step toward a platform—and a system—that finally grows with you.
