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📄 Nexus CRM: Strategic Partner Agreements

HIGHLY CONFIDENTIAL

Document A: The "Revenue Protection" Case Study

Subject: Why Nexus Pays for Itself in Week 1

Data Source: Standard High-Volume Salon (5 Stylists)

The Leak (Problem) The Cost (Annual) The Nexus Fix (Solution)
No-Shows -$12,240 Deposit Engine: Auth $50 hold. No-shows drop 90%.
Last-Minute Gaps -$5,000 Waitlist AI: Auto-text "First to pay gets the slot."
Receptionist Time -$10,400 AI Bot: Handles 100% of confirmations & FAQs.
TOTAL SAVED $27,640 Software Cost: $2,400/yr (10x ROI)

Document B: Side Letter - Carlos Soto (Legacy Partner)

Re: Strategic Investment Rights ($100k SAFE)

1. Investment

$100,000 via Post-Money SAFE ($4M Cap).

2. Legacy Revenue Share

Investor receives 15% of Lifetime Revenue for all shops referred via "Legacy Code."

3. Advisory Equity

Grant of 0.75% Common Stock, vesting over 24 months.

4. Lifetime License

The "Orinda Campus" receives a perpetual Enterprise License ($0/mo).

5. Liquidity Preference

Investor has "Co-Sale Rights" to sell shares alongside Founder in any secondary liquidity event to recoup principal.

Document C: Side Letter - Aries Phillips-Henderson (Innovation Partner)

Re: Strategic Investment Rights ($100k SAFE)

1. Investment

$100,000 via Post-Money SAFE ($4M Cap).

2. Innovation Revenue Share

Investor receives 15% of Lifetime Revenue for all shops referred via "Partner Code."

3. Advisory Equity

Grant of 0.75% Common Stock, vesting over 24 months.

4. The Lab License

All owned salons serving as "Beta Sites" receive perpetual Enterprise Licenses ($0/mo).

5. Liquidity Preference

Investor has "Co-Sale Rights" to sell shares alongside Founder in any secondary liquidity event.

Key Terms Summary

Total Investment

$200,000

Valuation Cap

$4M

Advisory Equity (Combined)

1.5%

Revenue Share

15% (Referrals)