Engineering Innovation in August, and an Upcoming Bite at the Big Apple - Planet Wealth

Dear Shareholders,

Last month, I discussed leveraging the critical infrastructure we built in the first half of 2025 as we move into a strategic phase focused on activation, monetization, and market expansion. I asked each of our departments to provide an update on their progress in those efforts this month, so let me jump right into what we accomplished in August and the initiatives our teams continue to advance.

Engineering: Innovation, Vision, and Precision

Our Engineering team was a true standout this month. In terms of leveraging the infrastructure I just mentioned, Engineering was at the top of their game in August:

Hosting costs reduced by 72% in August via infrastructure optimization and environment decommissioning
Balanced workflow and improved QA across In Progress, QA, and Ready for QA while sustaining completions
Achieved 99.9% platform uptime for the month (no notable downtime reported)
Made major platform progress across DevOps, our Academy Portal, the Document Creator, and our DealRocket UX, among others

Customer Success: Delivering Value at Every Step

Customer Success has a great deal to celebrate this month, as well. In August, the group:

Expanded our DealRocket offerings, adding a land acquisition template in addition to the existing Fix & Flip and Buy & Hold options
Developed a new resource to make Offering Statements even simpler for customers; and
Drove a 50% increase in Business Building class participation in August alone

I anticipate that I will be able to share several specific wins from the Customer Success team once they are finalized. Customer Success and our Marketing team are involved in one of the items I’m most excited about, which I’ll get to below.

Compliance: Setting the Bar for Trust and Security

None of our efforts or our customer advocacy matter if we fail to keep compliance front and center in everything we do. This month, Compliance:

Delivered an AI Compliance Reviewer training guide to our Engineering team for review
Made a near-term issuer gallery upgrade with multi-photo, dynamic layout, and hero image selection; and
Moved new real estate templates into the testing phase

If progress continues apace, we expect that customers will enjoy the benefits of these advancements on our platform in the coming months. An Enterprise Dashboard, AI-assisted review, an automated regulatory calendar, and an issuer gallery with improved visual capabilities are all additions that we feel will drive increased platform adoption and improve prospective issuers’ confidence in choosing Planet Wealth.

Marketing and Lead Generation: Igniting Our Progress

All of these advancements ought to sell themselves, right? Not quite. That’s where our Marketing team comes in. They’ve been hard at work in August as well:

Generating 2,511 new leads; and
Creating content and significantly increasing engagement with key marketing collateral like our Brand Story video and Planet Wealth newsletters

Peak impressions for our content reached 96,088 impressions in mid-August, a 43.8% week-over-week gain. Marketing has much more coming in the second half of the year, and they are responsible for running one of our most important initiatives to date.

Planet Wealth, Brooklyn Edition: Live Event

I cannot overstate the team’s excitement about our upcoming live event in Brooklyn, New York, September 27 – 29. We plan to have a large group of very motivated real estate investors in attendance, scouting real properties on a bus tour, getting hands-on experience with the Planet Wealth platform, and potentially becoming Planet Wealth issuers and community members in the process.

Months of planning have gone into this event, and the team is “all hands on deck” in an all-out effort to turn Planet Wealth fans into Planet Wealth founders.

I look forward to reporting back next month. There is much to do, and we are laser-focused on executing across the organization.

Thank you for your continued support.

Onward and Upward,

Lance Woodson

CEO & Founder, Planet Wealth