sollunar-pitch/PITCH-CONTENT.md
Patrick Mulligan e6c3d5d1ee Sync PITCH-CONTENT.md with the clarity pass
Mirrors the deck copy: soil/flowers framing + wordmark note, southern
France for Château, self-hosting line, venue rental, real P&L, Lightning
gloss, choose-your-way-in ask, unpacked blueprint line, and the
memberships revenue view — including a flagged reconcile-before-sending
note on the Lunarpunk target vs. its conservative P&L amount.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-12 20:24:07 +02:00

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# SolLunar — Investment Pitch Deck (full content)
> Plain-text export of every slide's content from the SolLunar pitch deck, in
> presentation order. Intended for a founder to read or feed to an AI.
> Live deck: `aiolabs/sollunar-pitch`. Contact: **team@l484.com**
>
> **Brand note:** *SolLunar* is the cover brand (the venture / the raise).
> *Lab 484* is the shared tech backbone (open hardware + sovereign software)
> **and** a 45% operating partner. *SolLunar Punk Society (SPS)* is the other
> 45% partner (space + community). Tagline: *One living foundation. Many
> flowers.* / *Energy · Intelligence · Harmony.*
>
> **Core metaphor:** Lab 484 is the *soil* — a shared hardware + software
> ecosystem (built on decentralized protocols: Nostr + Bitcoin). Three *flowers*
> grow from it: **City** (SolLunar, Austin), **Farm** (Château du Faune, southern
> France) and **Pop-up** (travelling summit gatherings) — with room for more.
---
## 1 · Title
**SolLunar** — Investment prospectus (draft)
**One living foundation. Many flowers.**
Lab 484 is the soil — a shared, open ecosystem of hardware + software. Three
flowers grow from it: a members' club in Austin (live and raising now), a
regenerative farm in southern France, and pop-up gatherings that travel. Prove
one, then replicate the blueprint anywhere.
- **Lab 484 is the soil — three flowers grow from it:** SolLunar Society (City · Austin) · Pop-up Summit Gatherings (Travelling) · Château du Faune (Farm · S. France) · + future flowers
- **Wordmark:** the mark is *So·lL·unar* (the lL ligature, not a numeral).
- **Raising now · SolLunar Society · Austin, TX**
---
## 2 · The problem
**Transformation fades without the infrastructure to sustain it.**
- People leave transformational events inspired — then return to environments that don't support the change.
- There's no lasting home for sovereignty-minded community: dreamers, creatives, technologists, regenerative living.
- Peak experiences don't compound without ongoing relationships, education, and a place to practice.
**Thesis:** SolLunar Society is the missing infrastructure — a community hub
where the work began at transformational events continues through membership,
resident businesses (retailers, food co-ops and makers), events and
regenerative living.
---
## 3 · The network — a mycelial network
*What you see are the locations. What makes them work is the network beneath
them — and it grows the same way mycelium does: spread the network once, then
fruit anywhere.*
The diagram: an underground **mycelium = Lab 484**, the shared backbone
("the shared backbone beneath every node"), feeding three surface "flowers"
(the experiences people engage with) — **SolLunar Society** (city), **Pop-up
Summit Gatherings** (travelling), **Château du Faune** (farm) — plus faint
"future" blooms.
- **Lab 484 is the mycelium.** One shared backbone runs unseen beneath every entity — members feel it, they don't see it.
- **Take root anywhere.** Plug into a rich substrate of decentralized tech and grow your own flower — a city hub, a travelling summit gathering, a farm.
---
## 4 · Lab 484 · the shared backbone
**Open hardware, sovereign software.** Lab 484 is the stack under every entity —
the shared hardware + software every location runs on, owned by the network and
documented to be rebuilt anywhere. Build the stack once; every place plugs in.
*Every node self-hosts — the stack runs on-site, on the network's own hardware,
not in someone else's cloud.*
- **Decentralized mesh network** — Community-owned routers and mesh kits blanket each location; connectivity no single provider can switch off.
- **Open hardware** — Servers, routers, exchange kiosks and near-field communication (NFC) hardware from a documented, replicable bill of materials.
- **Sovereign software** — Self-hosted services on a stack the user controls; no platform lock-in, forkable by any future node.
- **Bitcoin & Lightning** — Instant, low-fee settlement at kiosks and NFC points. Value stays in the network, not the middleman.
- **Nostr identity & comms** — Portable identity, messaging and social layer that travels with members across every node.
- **Replicable blueprint** — Every node ships its build docs. Proven once, the whole stack redeploys anywhere in the world.
---
## 5 · One soil, three flowers
*One flower is funded and opening now — SolLunar Society in Austin. A
regenerative farm in southern France and travelling pop-up gatherings follow —
the same Lab 484 stack, proven in three very different environments.*
- **SolLunar Society** — City center · the first node (Members' club & community hub · Austin, TX). *The first node and the one we're raising for: a members' club in Austin where sovereignty-minded community — tenants, events, memberships and regenerative living — comes together year-round on the Lab 484 stack.***Live P&L · this raise.**
- **Pop-up Summit Gatherings** — Travelling gatherings (e.g. Solar Punk Summit). *A repeatable summit-gathering format that deploys the entire stack anywhere for a few days, then packs down and moves on.* — Vision · on the roadmap.
- **Château du Faune** — Farm center · southern France (off-grid regenerative farm). *An off-grid regenerative farm in southern France, hosting retreats, artist & developer residencies, and the network's living lab — home to the alpacas. Same Lab 484 stack as Austin, in a completely different environment.* — Vision · on the roadmap.
**Beneath all three — Lab 484 · Shared backbone:** the invisible foundation every
entity runs on: open hardware and self-hosted software, built on decentralized
protocols (Nostr + Bitcoin) — the mycelium beneath the whole network. Build the
stack once, and every place plugs in.
---
## 6 · SolLunar Society (the first node)
**Members' club & community hub · Austin, TX** — the first node and the one
we're raising for.
**What makes it unique**
- Live, financially-modeled first node — real P&L (profit & loss)
- Five founding tenants + a three-tier membership
- Bitcoin terminal, vending & the full member ecosystem on site
**Spaces:** Retail space · Event space · Private lounge · Co-working · Cypherpunk Commons hostel & data center
**How it earns:** Memberships · Tenants · Events & venue rental
---
## 7 · Ownership — a three-way partnership
SolLunar Society is a joint venture — investors buy in alongside the two
founding partners.
| Entity | Stake |
| --- | --- |
| **SolLunar Punk Society (SPS)** | **45%** |
| **Lab 484** | **45%** |
| **Investors** | **10%** |
**The ask (base):** $400k for 10% · $4.0MM valuation.
*(Partner responsibilities, per the source plan — not yet solidified, shown for
context only: SPS → space, community, leasing, insurance, SOPs, marketing.
Lab 484 → operations, staff, all IT/infrastructure, inbound payments, bootcamps,
tenant & investor relations; note that Lab 484 is also a tenant + event driver,
contributing ~$16k/mo of the revenue below — don't double-count.)*
---
## 8 · Five founding tenants
The hub is anchored by businesses that are also the community — each one a
reason to become a member.
- **Lab 484** — Research lab & startup cluster building a "second internet": Bitcoin, mesh networks, Nostr, e-cash and P2P. User-owned hardware, software and data.
- **Solarpunk Summit** — Transformational platform & community builder: immersive experiences, educational programming and regenerative culture.
- **Noderunners Shop** — Retail for AI computers, mesh gear, Bitcoin nodes and repair. Open-source, secure laptops, phones and servers.
- **Divine Provisions** — A food co-op for low-cost, organic, local groceries — offered as a member service at the building entrance.
- **Kitchen 484** — Community food truck: organic, seed-oil-free, locally sourced. Runs even when disconnected from the internet.
*Tenants pay rent and drive events, retail and food traffic — the same footfall that fills memberships.*
---
## 9 · Memberships — three recurring-revenue streams
Memberships are the model's core revenue engine — three tiers, each a
predictable monthly stream. Below each tier is its revenue *at target*, priced
against the Austin market. *(This is a revenue view for investors, not a
membership sales pitch.)*
| Tier | Price / mo | Target members | Revenue at target | Includes |
| --- | --- | --- | --- | --- |
| **Solarpunk Society** | $48 | 150 | ≈ $7,200/mo | Member events; amenities (cold plunge, sauna & gym); vending & Bitcoin terminal; access to tenants |
| **Lunarpunk Locals** | $148 | 100 | ≈ $14,800/mo | Coworking days at SolLunar; amenities (cold plunge, sauna & gym); vending & Bitcoin terminal; access to tenants |
| **Cypherpunk Commons** *(flagship)* | $348 | 50 | ≈ $17,400/mo | Coworking with the Lab 484 team; all locations · tech support; cold plunge, sauna, gym & coworking; vending, coffee, tea & Bitcoin terminal; full tenant & amenity access |
> ⚠️ **Reconcile before sending:** the P&L (slide 13) conservatively models
> Lunarpunk Locals at only **$1,500/mo** ("count TBD"), not the $14,800/mo its
> 100-member target implies. Decide the real Lunarpunk target and align both
> slides.
**Austin comparables:** Soho House $350 · Bond Collective $300 · Bathe $200 · Stardust Garage $155 · Submersive $41
---
## 10 · The building — one address, three buildings
A members' club building in front, with Cypherpunk Commons A & B in the back — lodging, coworking
and the data center that runs it all. *The Cypherpunk Commons data center makes
SolLunar self-hosting — the Lab 484 stack runs on-site, not in someone else's cloud.*
- **SolLunar Society** — Retail space · Event space · Private office · Private lounge
- **Cypherpunk Commons A** — Hostel room ($40/night) · Healer room · Coworking · Meeting room · Outdoor (activity space, food truck & café)
- **Cypherpunk Commons B** — Long-term guest housing · Office (coworking with amenities) · Data center · Outdoor (activity space, food truck & café)
---
## 11 · Gallery
Photography from each entity — City (SolLunar Society), Farm (Château du Faune),
Summit Gathering. *(Images live in the deck; drop files into the matching folder
and they appear automatically.)*
---
## 12 · One membership, everywhere
**The same full experience, at every location.** Wherever you are in the network
— city, summit gathering or farm — the ecosystem is identical. Your card, your
money, your identity travel with you.
- **One membership card** — A single NFC card is your identity, access and wallet everywhere.
- **Money exchange kiosk** — On-ramp cash to Bitcoin and back at any location. The same kiosk, everywhere.
- **Pay by Lightning ⚡** — Tap to pay for drinks, tickets, rooms and experiences — instant settlement, tiny fees. *(Lightning = Bitcoin's instant-settlement layer.)*
- **The Lab 484 app** — Book spaces, buy tickets, find events and manage membership from one self-hosted app.
- **Portable identity** — Your nostr identity and social graph travel with you between every node and beyond.
- **Member perks** — Access, discounts and priority booking that follow you across the whole network.
---
## 13 · The numbers — SolLunar Society unit economics
**Estimated monthly** P&L for the Austin node — projections, not audited results.
*(Figures recomputed from the source plan's line items; the source summary table
stated $71.4k rev / $38.5k exp, which didn't reconcile — see the caveat below.)*
**Summary (recomputed):**
| | Monthly | Yearly |
| --- | --- | --- |
| **Revenue** | **$65,000** | $780,000 |
| **Expenses** | **$34,000** | $408,000 |
| **Net profit** | **$31,000** | **~$372,000** |
**Revenue — Memberships ($36,100/mo)**
- Cypherpunk Commons — $17,400 (50 × $348)
- Solarpunk Society — $7,200 (150 × $48)
- Lunarpunk Locals — $1,500 ($148/mo · count TBD)
- Vending machine sales — $5,000
- Promo / B2B network sales — $5,000
**Revenue — Events ($21,900/mo)**
- Lab 484 tech events — $8,000
- Lab 484 bootcamps — $6,000
- Venue rental · private hire — $6,400 ($400/hr · 4hr min · 4×/mo)
- SolLunar Society events — $1,500 ($50 weekend passes)
**Revenue — Tenants ($7,000/mo)**
- Solarpunk Summit — $2,000
- Lab 484 — $2,000
- Divine Provisions — $1,500
- Noderunners Shop — $1,500
**Expenses ($34,000/mo)**
- Staff — $22,500 (4 staff)
- Rent — $6,500 ($4,500 + triple net)
- Overhead — $3,000
- Utilities — $2,000 (electric, water, trash)
> ⚠️ **These are estimated figures — projections, not audited results.** The
> source doc's summary table stated $71,400 revenue / $38,500 expenses / $32,900
> profit / $394,800/yr, which does **not** match the line items above (line items
> give $65,000 / $34,000 / $31,000 / $372,000). Also, **Lunarpunk Locals** income
> ($1,500) doesn't match its "100 × $148" annotation. Numbers here use the
> line-item recomputation.
---
## 14 · Roadmap — the replication play
**Prove it three ways, then grow it anywhere.** The three entities aren't the
endgame — they're the proof. The real business is the replicable blueprint:
prove it once, then open new locations on the same backbone at marginal cost.
- **Phase 0 · Now — Raise & open SolLunar:** Close the $400k round, sign the lease, fit out the space and onboard the founding tenants.
- **Phase 1 · ~012 mo — Operate & prove the model:** Run memberships, events and tenants in Austin; validate the P&L publicly on the Lab 484 stack.
- **Phase 2 · ~1218 mo — Add the summit gathering:** Deploy the same stack to a travelling Solarpunk Summit — proving the network is portable, not tied to a building.
- **Phase 3 · 18 mo+ — Add the farm & replicate:** Open Château du Faune and publish the replication kit — new nodes plug into the same backbone anywhere.
*Once the mycelium runs, every new flower is marginal cost, not a new company.*
---
## 15 · The ask — choose your way in
Invest in SolLunar Society — the first node, opening in Austin. Pick the entry
that fits.
| Option | Amount | Equity | Annual profit share¹ | What it funds |
| --- | --- | --- | --- | --- |
| **Option 1 · Get started** | $400k | 10% | ~$37,200 / yr | Seeds the launch — sign the lease, fit out the space and open the doors. |
| **Option 2 · Full execution** *(full build)* | $900k | 25% | ~$93,000 / yr | Funds the full build-out and the first operating year end to end. |
¹ On SolLunar Society's estimated ~$372,000/yr node profit.
- **Prove the model in Austin. Prove the replicability in France. Achieve decentralization.**
- **Contact:** team@l484.com · Book an investor call
---
*Generated from the deck's single source of truth (`src/deck/data.ts`) plus slide
copy. Figures are the current placeholders/recomputations in the deck — verify
against the latest SolLunar Society business plan before circulating externally.*