A Success Story: From Idea to Live Deal—In Two Weeks Flat

Dear Shareholders,

As of June 3, 2025, we are approaching a pivotal milestone: launching the first live offerings. The groundwork is set, and early client sentiment has been emphatically positive. 

Over the last three months, we have streamlined our guidance and coaching for founders. Our initial March cohort spent six weeks progressing from business formation to having their deals ready for compliance review. Our May cohort completed the same in just two weeks. 

These signals confirm that our marketplace effect is progressing. Now we must accelerate qualified real estate deal flow. 

Why I’m writing:

I want to keep this simple, so my ask this month is clear: 

Introduce us to real-estate investors who have raised capital in the past 24 months, or need broader access to capital. 

How you can help–today:

Forward this email (or craft your own) to potential founders, copying me. 

Your referrals will receive priority access to a dedicated customer-success manager, a coaching specialist to streamline the process, and a compliance officer to launch their deal. We are ready to move as quickly as they are. 

Closing thought:

Each warm introduction expands the network effect at the heart of Planet Wealth; more qualified issuers attract more investors, driving faster and larger raises for founders. Your relationships can accelerate that virtuous cycle and help us convert today’s strong testimonials into tomorrow’s headline success stories. 

Thank you for continuing to translate your conviction in Planet Wealth into tangible, high-impact support. 

Onward and upward, 

Lance Woodson 

Co-Founder and CEO