Winning the Second Half with Continued Momentum - Planet Wealth

Dear Shareholders,

We spent the first half of 2025 building crucial infrastructure, validating systems, and continuing to grow our audience. Leveraging this foundation, we’re advancing into our next strategic phase of activation, monetization, and market expansion. Here’s what we’re aiming to execute and how I see it moving the business forward:

1. Live Offerings

We are officially onboarding our next wave of issuers. Each wave underscores platform credibility, helps generate revenue, and provides a model for scaling the platform and future offerings. New campaigns are underway, including our first enterprise client.

2. SaaS Masterclass: Direct Subscription Testing

On August 26 and 28, we officially activate DIY SaaS mode. We’ll begin testing a new front-end offer with a shorter sales cycle.

This marks our first test of a direct-to-subscription model to a hands-on audience of entrepreneurs, founders, and real estate operators who prefer tools and templates over guided bootcamps.

3. Brooklyn Live Event: A High-Touch Customer Experience

From September 27 through 29, we will host our first in-person Mission Tour in Brooklyn, New York. This three-day event is designed to educate, activate, and convert highly motivated real estate operators into Planet Wealth issuers.

This is a one-of-a-kind, immersive experience that provides a behind-the-scenes look at the inner workings of deal-making. Attendees will be bused to multiple active properties and witness real-world walkthroughs, deal evaluation, renovation planning, and site management. They’ll view firsthand the full spectrum of what it takes to leverage the ability to raise capital and operate in real estate at a high level. This is the first of many regional “Mission Tours” we plan to replicate in key real estate markets nationwide.

Additional Growth Levers in Motion

Launching a full affiliate program designed to drive referral-based organic growth and lower customer acquisition costs
Building joint venture partnerships with aligned capital-raising influencers and educators
Expanding podcast production and repurposing our content across platforms to grow brand authority and attract high-intent leads
Executing a coordinated push to double our database size while we continue working to reduce costs

These initiatives are designed to bring new energy to the ecosystem and support our goal of scaling revenue alongside platform activation.

The Big Picture

Each item outlined above is part of a single coordinated strategy. This isn’t fragmented marketing, but a fully integrated system designed to turn cold traffic into trust, and trust into long-term platform adoption.

What excites us most is that we now have the full stack in place:

Traffic engines that drive awareness
Educational tools that build credibility
Sales infrastructure that converts
Platform rails that can deliver legally compliant offerings
Operational muscle to support dozens of deals simultaneously
And internal teams executing to scale as aggressively as our marketing efforts

The team has laid the groundwork. The systems are in place, and momentum is on our side.

Thank you, as always, for your unwavering belief and support. The opportunity ahead is massive, and we’re not just building the best platform and community in the industry.

We’re activating them.

Onward and Upward,

Lance Woodson

CEO & Founder, Planet Wealth