Investor (Read-Only) — Pre-seed SAFE holders → Series A → exit acquirers
I am
an investor in Flip360. I hold a SAFE ($500k @ $4M cap) or Series A equity. I expect a 62× return at the low exit scenario, 200×+ at the high. I read-only into the dashboards.
I need
a quarterly investor pack: trajectory actuals vs plan, unit economics (CAC, ARPU, churn), revenue + EBITDA + cash, deal volume, member count, partner count, vertical mix, the 4 stage-gate status, key risks.
So I can
monitor my investment, decide whether to participate in the next round, and prepare for exit.
So that (financial outcome)
Flip360 lands the FY31 exit at $42M revenue × multiple = the 62×+ return the SAFE was priced against.
My KPIs
FY27 members (current)
12
vs target 1000
FY31 revenue target
$420,000,000.00
175k members
Exit @ low (62×)
$248M
on $500k @ $4M cap
Trajectory health
On track
See /crm/trajectory
Next best action
1. Q3 trajectory pack ready — FY27 on-track at 1k members.
2. SAFE round closes Q3 target ($500k @ $4M cap).
3. Quarterly KPI summary distributed to investor email list.
2. SAFE round closes Q3 target ($500k @ $4M cap).
3. Quarterly KPI summary distributed to investor email list.
Anchored to FY27→FY31 trajectory
Every KPI on this dashboard ladders up to the FY31 financial trajectory (1k→175k members, $2,400,000.00 → $420,000,000.00). Source: investors.tsx ASSUMPTIONS.
FY27
1,000m
$2,400,000.00
FY28
5,000m
$18,000,000.00
FY29
25,000m
$90,000,000.00
FY30
85,000m
$240,000,000.00
FY31
175,000m
$420,000,000.00
In-flight work (across the 4-handshake chain)
| Deal | Vertical | Referrer | Partner | Stage | Value | Commission |
|---|---|---|---|---|---|---|
| DEAL-00891 Anna Park · PPOR refinance $512k |
Mortgage & Lending | Sarah Chen | Hugo Schmidt | H3b · Partner settled | $512.0k | $2.1k |
| DEAL-00901 Sophie Lim mortgage prequalification |
Mortgage & Lending | John Tao | Hugo Schmidt | H1 · Referrer intent | — | — |
| DEAL-00902 Daniel’s buyer Anya — building inspection |
Building Inspection | Daniel Khoury | James Reilly | H2 · Customer ack | — | — |
| DEAL-00903 Liam Foster client - SMSF advice |
Financial Planning | Liam Foster | Anita Roth | H3a · Partner intake | — | — |
| DEAL-00904 Felix Murray accounting setup $8k |
Accounting | Felix Murray | Hugo Schmidt | H3b · Partner settled | $8.0k | $560 |
| DEAL-00908 Kate Singh conveyancing pending intake |
Conveyancing | Kate Singh | James Reilly | H1 · Referrer intent | — | — |
What good looks like
Investor logs in quarterly. Sees trajectory on plan. Member count 1,150 (target was 1,000). CAC $312 (target < $400). Quarterly report downloads with one click. Confidence to participate in Series A.
What bad looks like
Investor has to email Matt for an update. Update is a Powerpoint. No live actuals. Confidence wavers. Series A stalls. Trajectory wobbles.
Recent activity
| When | Type | Subject | Actor | Contact |
|---|---|---|---|---|
| 2026-07-06 04:42 | SMS | Great work Sarah Bang |
founder | Sarah Chen |
| 2026-06-28 10:47 | SYSTEM | Stage moved: H3a_INTAKE → H3b_SETTLED platform-admin dragged DEAL-00891 from H3a_INTAKE to H3b_SETTLED on the kanban board |
platform-admin | — |
| 2026-06-27 06:44 | SYSTEM | Stage advanced → H3b_SETTLED PM_ADMIN advanced DEAL-00891 to H3b_SETTLED |
PM_ADMIN | — |
| 2026-06-27 06:07 | SYSTEM | Stage advanced → H3b_SETTLED platform-admin advanced DEAL-00891 to H3b_SETTLED |
platform-admin | — |
| 2026-06-27 06:07 | SYSTEM | Stage advanced → H3b_SETTLED platform-admin advanced DEAL-00891 to H3b_SETTLED |
platform-admin | — |
| 2026-06-27 06:07 | SYSTEM | Stage advanced → H3b_SETTLED platform-admin advanced DEAL-00891 to H3b_SETTLED |
platform-admin | — |