Investor Presentation Setup

Configure your company's deal room and investor-facing presentation · ID #13

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Company Details

Basic info, industry, contact

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Offering Setup

Shares, price, targets

Presentation

Media, deck, data room

Publish

Admin review & launch

Media & Branding

Offering Details

Board Members

Company Media

Logo, banner, video — shown on your tombstone listing

Company Logo

🖼️

Upload Logo

PNG, JPG up to 2MB · Recommended 400×400

Banner Image

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Upload Banner

PNG, JPG up to 5MB · Recommended 1200×400

Pitch Video URL

MP4 hosted on server or YouTube/Vimeo embed URL

Watermark Text

Article of Incorporation

Required legal document · PDF format

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Upload Articles of Incorporation

PDF only · Max 10MB · Required for all offerings

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articles_of_incorporation_phpmasterone.pdf

1.2 MB

✓ Verified

Data Room Documents

Investor-visible document library · Secure access controls

Document Library

Document	Category	Uploaded	Size	Visibility
📋 Articles of Incorporation 20260211184303INCORP DOCS.pdf	Legal	Feb 11, 2026	1.2 MB	Public
📊 Business Plan 2024 business_plan_v2.pdf	Financial	Jan 15, 2026	3.4 MB	Investors Only
💰 Financial Projections FY2025 financials_2025.xlsx	Financial	Nov 22, 2025	680 KB	Investors Only
🎯 Pitch Deck phpmasterone_pitch_deck.pdf	Presentation	Oct 5, 2025	8.1 MB	Public

Checkout Configuration

AI-powered investment bracket and compliance settings

Offering Parameters

Database-driven values fed to the investment checkout page

Stock Price ($)

Price Per Share ($)

Total Shares Available

Min Investment ($)

Max Raise ($)

Offering End Date

Investment Type

Reg CF Compliance Switches

Control which disclosures appear on the investor checkout

Investment Bracket Table

Show income/net worth bracket selector with Reg CF limits

Accreditation Certification

Require investors to declare accredited status

Florida License Field

Request Florida securities license for in-state investors

Electronic Signature Required

Mandatory canvas signature before checkout submission

AI Investment Assistant

Show Claude AI sidebar on checkout for investor Q&A

FATCA / Foreign Entity Certs

Include international compliance certifications

Title	Color	Published	Published At
Local Economic Growth	#2ecc71	Published	Oct 6, 2025
Community Job Creation	#3498db	Published	Oct 6, 2025
Tax Incentives	#d4a847	Draft	—

AI Intelligence Layer ✦

Claude-powered analysis of your deal room · Connected to full platform context

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Deal Room Intelligence

Contextual AI with platform knowledge · Ask about compliance, investor readiness, or optimization

Is this offering investor-ready?

Reg CF checklist status

Why am I getting no investors?

Generate pitch description

What documents am I missing?

Analyze investment bracket data

I have full context on your phpmasterOne offering, all 7 companies, 3 investors, 5 campaigns, and platform activity. Ask me anything about your deal room setup, investor readiness, or how to optimize your Reg CF offering.

🏥 Offering Health Score

out of 100

✓ Profile 100% complete

✓ Articles of incorporation uploaded

⚠ No pitch video set

⚠ $0 raised — no active investors

✗ No financial projections uploaded

✗ Board member bios not added

💡 AI Recommendations

→ Upload a 2-3 minute pitch video. Offerings with video raise 3× more than those without.

→ Add financial projections to the data room. Investors need 3-year forecasts before committing.

→ Link an ambassador. Early community advocates increase investor conversion by 40%.

→ Your Specialty Beverage niche is competitive in FL. Emphasize market differentiation on the tombstone.

Investor Presentation Setup

Data Room Documents

Investor Activity

Checkout Configuration

Local Investment Benefits

AI Intelligence Layer ✦

Ambassador Applications

Publishing Controls