RetirePlusPlus — Executive Summary

Company Snapshot

RetirePlusPlus is the AI-powered retirement lifestyle platform that empowers Americans entering their next chapter with integrated tools for financial planning, health and wellness, community connection, lifestyle management, and intelligent concierge services. We are transforming how 10,000+ Americans turning 65 every day plan, live, and thrive in retirement.

The Opportunity

Over 10,000 Americans turn 65 every day, driving unprecedented demand for comprehensive retirement lifestyle solutions in a $73B total addressable market
Existing retirement tools are fragmented across financial advisors, health portals, travel agencies, and social networks, forcing retirees to juggle 5-8 disconnected platforms
The 65+ demographic is the fastest-growing segment of digital adopters, with technology usage increasing 40% since 2020 and digital spending up 22% year-over-year

Market Size: TAM $73B → SAM $28B → SOM $850M

Our Solution — 6 Integrated Pillars

RetirePlusPlus replaces fragmented retirement tools with a unified, AI-driven platform. Our six pillars create deep engagement and high switching costs, delivering everything retirees need in a single experience.

Financial Planning

Health & Wellness

Community

Lifestyle & Travel

AI Concierge

Marketplace

Key Differentiators: Only full-stack retirement lifestyle platform; AI concierge with personalized recommendations across all 6 pillars; dual-sided marketplace connecting retirees with vetted service providers; 6+ integration points per user creating high retention

Business Model

Four revenue streams: Freemium tier (acquisition funnel), Premium subscriptions ($29.99/mo for full platform access), Enterprise B2B partnerships (financial advisors, healthcare systems, senior living communities), and Marketplace commissions (8-15% on vetted provider transactions). Blended gross margin of 72% with strong SaaS unit economics.

$45

CAC

$720

LTV

16x

LTV:CAC

72%

Gross Margin

Traction

10K+

Sign-ups

3x YoY

18%

Premium Conversion

Above SaaS avg

$29.99

ARPU / Month

Premium tier

Team

Led by CEO, a retirement technology veteran with 15+ years building fintech platforms for the 50+ demographic; CTO, an AI/ML specialist with healthcare platform experience at scale (previously led engineering at a top-10 health-tech startup); and COO, a community platform expert who grew two 55+ digital communities to 500K+ members. The team combines deep domain expertise in retirement services with proven technical execution.

Financial Highlights

Metric	Year 1	Year 3	Year 5
Revenue	$2.1M	$18.5M	$65M
Gross Margin	68%	74%	78%
Subscribers	5,800	42,000	148,000
Net Income	($1.8M)	$2.4M	$14.6M

Funding Request

Seeking $4.5M Series A at a $15M pre-money valuation.

Use of funds: 35% product and engineering (AI concierge, marketplace expansion, mobile apps), 25% sales and growth (digital acquisition, partnership development), 20% content and community (pillar content, wellness programs), 10% operations and infrastructure, 10% G&A and working capital.