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