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Social Parlay · Investor Deck
Important Notice

Disclaimer

Confidentiality
This presentation is confidential and is provided for discussion purposes only. It may not be reproduced, distributed, or disclosed to any third party without the prior written consent of Social Parlay.
No Offer of Securities
This presentation does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. Any offer or sale of securities will be made only pursuant to definitive transaction documents and in compliance with applicable securities laws.
Forward-Looking Statements
This presentation contains forward-looking statements, including projections of market size, trading volume, revenue, users, and profitability. These statements are estimates based on assumptions that are inherently uncertain and are not guarantees of future performance. Actual results may differ materially.
Third-Party Data
Market data and industry statistics cited herein are drawn from third-party sources believed to be reliable. Social Parlay has not independently verified this information and makes no representation as to its accuracy or completeness.
Regulatory Considerations
Prediction markets and event contracts are subject to evolving regulation. Availability of the platform and its products may vary by jurisdiction, and there is no assurance that required approvals or exemptions will be obtained or maintained.
Risk of Loss
An investment in an early-stage company involves a high degree of risk, including the possible loss of the entire investment. Prospective investors should conduct their own due diligence and consult their own legal, tax, and financial advisors.

All dollar figures are expressed in U.S. dollars (USD) unless otherwise noted. By reviewing this presentation, you acknowledge and agree to the foregoing. © 2026 Social Parlay. All rights reserved.

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Social Parlay · Investor Deck

The Prediction Market
Built for Golf

Peer-to-peer event contracts for the world's most engaged sports audience

Raising $1.5M · SAFE · $10M Post-Money
July 2026
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Social Parlay · Investor Deck
The Team

Built by Marketplace Veterans

CM
Colin MastersCo-Founder & CEO
British Army veteran, three operational tours with the Royal Irish Rangers, then bricklayer, then a computing degree earned while working his way onto trading floors
15+ years engineering: built algorithmic trading & market data systems for JPMorgan, Deutsche Bank, and Barclays in New York & London
iOS lead on Blockstream Green, the open-source Bitcoin wallet, deep crypto product experience
Led global engineering teams (Apple Platforms Lead, Neone); shipped a US App Store Top-20 app, Featured by Apple (SHRED)
Took Social Parlay from concept (2024) through the Arcline AMM & Solana settlement build to closed beta
Strategy, fundraising, and product vision, leading the $1.5M SAFE round
JL
Jason LeeCo-Founder & CTO
Senior Engineer at Triton One, the Tier-1 Solana RPC provider powering the platform's settlement infrastructure
Principal Engineer at One Medical, consumer platform engineering at scale
Co-Founder at Fenix Global, where the core Social Parlay team first collaborated
Leads engineering across the Arcline AMM, Solana custodial wallets, and DataGolf / Slash Golf integrations
K
Kris Dahl
CFO
Former TD Bank exec. Financial ops & compliance.
C
Chris Gillard
Sales & Marketing
Golf industry relationships & go-to-market.
J
Jared Clark
Operations
Engineering & Architecture Research & Consultation Amazon DSP

Core team collaborated at Fenix Global and Acuitas Trading Technologies.

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Social Parlay · Investor Deck
Market Opportunity

Prediction Markets Are Forecast to Hit $1 Trillion by 2030.

Sports already account for 80%+ of prediction market volume. Bernstein projects a 15× expansion in five years.

Prediction Market Volume Trajectory
Bernstein forecast
~$8B
2023
~$20B
2024
$44–64B
2025
est.
2027
$1T
2030
$167B
US Sports Handle (2025)
AGA State of the States
~80%
Sports Share of Prediction Volume
Pew Research (Kalshi, since Jul 2024)
+18%
Golf Betting Volume Growth
YoY (SBJ)

Sources: AGA State of the States 2025 · Bernstein (Yahoo Finance, Investment News) · Pew Research · SBJ

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Social Parlay · Investor Deck
Regulatory Validation

The Floodgates Have Opened

The CFTC has cleared domestic perpetual futures and prediction markets, triggering a massive capital migration and institutional showdown. Prediction markets have moved from niche to mainstream.

“Prediction markets are truth machines. They aren't gambling platforms; they are decentralized, economic polling systems that strip away fake news and reflect actual, unbiased public consensus through real capital commitment.”
Mike SeligCFTC Chairman
From Offshore to Onshore
The CFTC approved Kalshi and Coinbase to offer regulated perpetual futures, the first time ever. Kalshi's valuation jumped from $11B to $40B in months. The floodgates are real.
Capital Is Flowing
Event contracts are crossing $25B in trading volume. Robinhood and Coinbase are distributing them to millions of everyday users. This isn't speculative anymore.
The Door Is Locked Open
Federal courts ruled states can't ban CFTC-regulated event contracts. Regulatory momentum is now permanent.
And This Is Just the U.S.
On-chain event contracts unlock permissionless P2P trading across borders, no exchange required. The U.S. regulatory wave is the catalyst; the global market is the destination.
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Social Parlay · Investor Deck
Golf Deep Dive

One Golf Tournament Drove $545M in Prediction Market Volume.

The 2026 Masters, on a single platform with no social features and no parlay mechanics, became the most-bet sporting event in Kalshi's history.

Proof of Demand: Scale of Golf Events
single-platform & weekly figures
$130M
PGA Champ Day 1
$545M
Masters 2026 (Kalshi)
$3.4B
Kalshi Weekly Vol (Masters wk)
$6.5B
All Platforms (Masters wk)
$1.3B
Kalshi Annualized Sports Revenue
~20% of DraftKings, bare-bones product
+18%
Golf Betting Volume Growth (YoY)
+15% more bettors (SBJ)
85%
Sports Share During Masters Week
Covers · Bonus.com
“While golf trails soccer and politics in total volume, it has become a lucrative niche.”
DeFi RateApril 2026

Sources: Seeking Alpha · Covers · DeFi Rate · Bonus.com · SBJ

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Social Parlay · Investor Deck
Golf Deep Dive

The Gap

Current prediction market products for golf are bare-bones. No platform is purpose-built for the sport.

What Exists Today
Flat winner contracts only (YES/NO on Scheffler)
1–15 market types per tournament
No in-play props during a round
Generic sportsbook UX
No social trading groups
What's Missing
30+ market types per event (round leaders, H2H, cut lines, props)
In-play props that track live during a round
Social trading groups within private leagues
Real-time DataGolf integration
Purpose-built UX that speaks golf

Kalshi generated $1.3B in annualized sports revenue (roughly 20% of DraftKings) with a bare-bones product. A purpose-built golf platform captures the gap.

Sources: Yahoo Finance · Kalshi.com · Polymarket

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Social Parlay · Investor Deck
Traction

Milestones & Roadmap

Building the first purpose-built social prediction market for golf: from concept to scale.

2024 Q1
Concept + Founding
Research, product design, core smart contract architecture
2024 Q3
Pre-Seed Close
$500K from friends, family, and angel investors
2025
Core Platform Built
Arcline AMM, Solana custodial wallets, DataGolf + Slash Golf integrations, group trading, leaderboards
2026 Q3
Closed Beta + $1.5M SAFEIn Progress
Closed beta launching now · Raising $1.5M SAFE at $10M post-money
2026 Q4
Mainnet + Open Beta
Mainnet deployment, open beta, first full tournament cycle
2027 H1
Public Launch
Full PGA Tour coverage, 30+ market types per event, league partnerships
2027 H2
Expansion
In-play markets, parlay mechanics, premium features, influencer program
2028+
Scale & Exit
$500M+ volume, $10M ARR, acquisition target

As of July 2026 · Closed beta underway · $1.5M SAFE round open

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Social Parlay · Investor Deck
The Product

Prediction Markets
Built for Golf

Trade YES/NO event contracts against other golf fans, inside private social groups, powered by real-time DataGolf data, settled instantly on Solana.

YES, $271K$847K poolNO, $576K
32%
68%
Shares Traded
YES or NO
Pool Fills
P2P, no house
Event Resolves
Winners split pool
The Masters 2026
Scottie Scheffler wins?
LIVE
YES
$0.32
32% implied
NO
$0.68
68% implied
Vol: $847KTraders: 2,341Closes: Apr 13
🏆 Your Group, Masters Pool
#1
Tyler M.
YES Scheffler
+$412
#2
Sara K.
NO Rory
+$289
#3
James R.
YES Morikawa
+$174
#4
Priya S.
YES Top-5
+$91
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Social Parlay · Investor Deck
How It Works

A Real Orderbook.
Not a Cash-Out Button.

Users buy and sell YES/NO contracts on a live P2P orderbook. Prices reflect what other traders are willing to pay, rather than a house algorithm built to extract value from the bettor.

Scheffler YES, Live OrderbookPrice · Size (shares)
SELL$0.36
420
SELL$0.35
810
SELL$0.34
1,200
spread $0.01
BUY$0.33
950
BUY$0.32
640
BUY$0.31
380
Sportsbook Cash-Out
Price calculated internally. Algorithm always favors the house. Take it or leave it.
Social Parlay Orderbook
Price set by other traders. P2P market, you can post a limit order or hit the best available.
Revenue, Two Fee Streams
Taker Fee
Orderbook trades
A variable low % charged to the taker on every matched order. Collected in real time on each trade.
Variable
% per taker trade
Real-time
collected on match
🏦
Settlement Fee
Pool resolution
A variable flat % deducted from the winning settlement pool when the event resolves on-chain.
Variable
flat % of pool
On-chain
at event resolution
Near-zero marginal cost
Every new market costs nothing to create. Revenue scales with volume, not headcount.
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Social Parlay · Investor Deck
Product Readiness

Built and Ready to Ship

Every core system is built and proven. Closed beta is underway; here's what's shipping.

Core Engine
Arcline Engine, custom AMM utilizing LMSR
Live P2P orderbook (real bids/asks, not cash-out)
Blockchain Infrastructure
Custodial wallets on Solana (devnet → mainnet)
Tier-1 Solana RPC via Triton One
On-chain settlement at event resolution
Data & Integrations
DataGolf API, real-time player + round data
Slash Golf integration
Auto-resolution of tournament outcomes
Social Layer
Group creation, invitations, in-group trading
Real-time leaderboards and position tracking
Private pools with friends, leagues, clubs
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Social Parlay · Investor Deck
Proprietary Infrastructure

Arcline Engine: Prediction Market Infrastructure

A source-agnostic prediction market platform built on Solana. Arcline handles the entire market lifecycle, creation, pricing, trading, and settlement, with zero knowledge of the domain it serves. Golf today; any verifiable outcome tomorrow.

150
Outcomes per market
Binary and field markets
<2s
Settlement finality
USDC on Solana
Market depth
LMSR always quotes a price
LMSR Market Maker
Continuous pricing with infinite depth, configurable liquidity, and bounded market maker loss.
Hybrid Order Book
Limit, market, and stop orders for price improvement, with automatic LMSR fallback.
Solana Settlement
USDC settlement with custodial PDAs, multi-node RPC failover, and on-chain reconciliation.
Custodial Wallets
Deposit once, trade freely. Platform-managed signing with Ed25519 challenge-response auth.
Full Audit Trail
Immutable state machine logs for markets, positions, and transactions, tracked end to end.
Source-Agnostic Core
Polymorphic source model. Vertical logic plugs in, the engine ships unchanged.
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Social Parlay · Investor Deck
Expansion

One Engine, Any Vertical

New verticals need only a source adapter and a data feed. The pricing, settlement, wallet, and audit layers ship unchanged.

GolfLIVE
F1NEXT
CricketNEXT
Finance · Events · eSports
ARCLINE ENGINE
LMSR Pricing · Order Book · Settlement · Wallets · Audit Trail
Solana · USDC
F1
24 race weekends a year, a global and fast-growing fanbase, and a natural fit for field markets: race winner, podium, and driver head-to-heads on live timing data.
Cricket
One of the world's largest fan bases (IPL, T20, international tests), rich multi-outcome markets, and in-play potential from ball-by-ball data feeds.

Each vertical is a data integration, not a rebuild. Golf took the platform from zero to live; the next sport ships in weeks, not years.

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Social Parlay · Investor Deck
Growth Strategy

Influencer-Led Acquisition at 1/20th Industry CAC

DraftKings and FanDuel pay $200–$500 per funded user. Our micro-influencer + P2P virality model targets $12–$18 blended CAC.

40%
Micro-Influencer Partners
Golf creators + betting tipsters (10K–100K). Co-branded prediction challenges during tournaments.
CAC: $10–20
25%
Organic Community
Reddit r/golf (1.2M), Golf X, Discord. Seeded content, ambassador program.
CAC: $3–8
20%
League & Club
Golf leagues, sim venues, club pros. One partnership seeds 20–50 users.
CAC: $5–10
5%
Tournament Events
On-site at PGA events, charity tournaments, pro-ams. High-intent.
CAC: $15–25
10%
Paid Social Retargeting
Meta, X, YouTube retargeting of warm audiences only, not cold reach.
CAC: $25–50
Sample Unit Economics
$500 post → 30K impressions → 450 clicks → 270 installs → 54 funded users = $9.26 / user

Sources: Sacra · Sportbot AI · LaunchPoint HQ · Shopify Influencer Pricing 2026 · Business Insider (Polymarket influencer model)

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Social Parlay · Investor Deck
Marketing Budget

Year 1 GTM Allocation: $600K

Influencer-led model, weighted to micro-creators and retargeting. Designed to acquire ~40K funded users at ~$15 blended CAC.

Micro-Influencer Partners
42%
$250K
~125 deals at avg $2K each, golf creators + betting tipsters
Paid Social Retargeting
25%
$150K
Meta, X, YouTube, retargeting warm audiences only
League & Club Partnerships
8%
$50K
Golf leagues, sim venues, club pros, bulk user seeding
Tournament Activations
8%
$50K
On-site presence at PGA + senior tour events
Community Seeding
8%
$50K
Reddit, Discord, ambassador program, content mods
Brand Creative + Content
8%
$50K
Video production, ad creative, landing pages
Total Year 1 GTM
$600K
$600K
Year 1 GTM Budget
from $1.5M SAFE raise
40K
Target Funded Users
Year 1 acquisition
~$15
Blended CAC Target
vs. industry $200–500
20×
Cost Advantage
vs. traditional sportsbooks

Sources: Sacra ($200–300 sportsbook CAC) · Sportbot AI ($300–500 industry) · LaunchPoint HQ ($8–28 micro-influencer CPM) · Shopify / impact.com influencer rates

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Social Parlay · Investor Deck
User Projections

Path to 40K MAU in 15 Months

Compounding growth from public launch, aligned to the PGA calendar; majors and Signature Events accelerate acquisition through the season.

40K
MAU by Month 15
Matches Year 1 funded-user target
9.2K
DAU by Month 15
~23% DAU/MAU engagement
45+
Events / Year
Near-weekly engagement
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Social Parlay · Investor Deck
Golf Deep Dive

$10M ARR & $500M Volume by 2030

Conservative model on $3–5B golf prediction market TAM. Year 1 (2026) is a partial beta year; beta users are onboarding now.

Revenue Ramp
2% blended take rate
$600K
2026
$2M
2027
$5M
2028
$8M
2029
$10M
2030
20262027202820292030
Market Share0.6%1.5%3.0%5.0%10%
Total Volume$30M$100M$250M$400M$500M
Revenue (2% of vol)$600K$2M$5M$8M$10M
Active Users10K35K75K130K200K
Events Covered10254545+45+
$500M
2030 Volume
10% of $5B golf TAM
$10M
2030 Revenue
At 2% blended take rate
200K
2030 Active Users
~30% YoY growth
17×
Revenue Multiple 2026 → 2030
Compounding volume ramp

Sources: Kalshi Masters data (Seeking Alpha) · PGA Tour event schedule · SBJ growth rates · AGA State of the States 2025

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The Ask

$1.5M SAFE · $10M Post-Money

Use of Funds

Go-to-Market
40%
$600K
Influencer-led launch, tournament activations, community
Engineering & Infra
40%
$600K
Devnet beta, mainnet prep, security audits
Working Capital
20%
$300K
Ops & compliance baked in, CFTC framework, legal, financial ops, runway buffer
Total Budget: Year 1
$1.5M

What $1.5M Unlocks

1Devnet beta launch for Masters 2026 (Apr 9), first live tournament cycle
210K+ MAU within 6 months
3Revenue from day one, % from all final winner settlements, variable rake from all takers on the orderbook
415–18 months to prove unit economics
5$200M valuation within three years at 10× revenue
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Social Parlay · Investor Deck

The Missing Prediction Layer
in Golf

Let's talk.

socialparlay.com · Vancouver, BC

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Social Parlay · Investor Deck
Supporting Material

Appendix

Competitive landscape · Strategic partnerships · P&L detail · Comparables · Exit strategy

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Social Parlay · Investor Deck
Competitive Position

Depth Wins the Vertical

Competitors offer only 1–15 market types per tournament, mostly winner and finish-position contracts. No platform goes deep inside a round. Social Parlay creates 30+ market types per event: round leaders, top-5, H2H matchups, cut lines, player props, across 45+ events a year.

PolymarketKalshiDraftKingsSocial Parlay
Market types per tournament1–2∼14–15∼12–1530+
Events covered / yearSelect PGA + MajorsSelect PGA + MajorsMost PGA45+ PGA events
P2P trading
Social groups
Player analyticsContent-onlyDataGolf (interactive)
Golf UXSportsbook UXPurpose-built
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Social Parlay · Investor Deck
Strategic Partnerships

The Prediction Layer for Golf's Ecosystem

Tournament Management
Scoring & GPS Apps
Technology & Tracking
Social Parlay
Prediction Layer
Golf Genius
Par Four
GolfStatus
BlueGolf
foreUP
Event Caddy
18Birdies
TheGrint
Hole19
Golf Pad
Arccos
TopTracer
These platforms manage scoring, pairings, and handicaps for millions of rounds. Social Parlay integrates as the betting layer; golf apps bring the audience, we bring the markets.
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Social Parlay · Investor Deck
Financials

Path to Profitability: 2027

Loss in 2026 funds beta launch + user acquisition. Pre-tax operating profit from Year 2 onward, scaling to $7.9M by 2030.

20262027202820292030
Market Share0.6%1.5%3.0%5.0%10%
Golf Prediction Market Size$5.0B$5.5B$6.0B$6.5B$7.0B
Our Trading Volume$30M$83M$180M$325M$500M
Gross Revenue (2% take)$600K$1.66M$3.6M$6.5M$10M
Development & Engineering($500K)($500K)($500K)($500K)($500K)
Marketing (CAC × users)($600K)($810K)($970K)($1.17M)($1.4M)
Legal & Compliance($150K)($100K)($100K)($100K)($100K)
Infrastructure & Data($20K)($25K)($30K)($35K)($40K)
G&A / Other($50K)($60K)($70K)($80K)($90K)
Unique Active Customers10K35K75K130K200K
Pre-Tax Operating Profit($720K)$165K$1.93M$4.62M$7.87M
Y2
Profitable (Pre-Tax)
Operating profit from 2027
$7.9M
2030 Pre-Tax Profit
On $10M gross revenue
79%
Year 5 Operating Margin
Pre-tax / gross revenue
0%
Panama Tax on Foreign Income
Territorial system, structure TBD

Year 1 = 2026 (partial beta year). Operating company registered in Panama (territorial tax system: 0% on foreign-source income); income flows to Canadian parent. Corporate tax optimization pending legal structuring. Solana settlement costs negligible.

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Social Parlay · Investor Deck
Market Validation

Comparable Companies & Metrics

Prediction markets and golf betting are both growing at 15%+ annually. The intersection is underserved.

CompanySectorMetricValueSource
KalshiPrediction MarketsSports Volume (2025)$3B+Kalshi Q1 Report
KalshiPrediction MarketsAnnualized Revenue$1.3BYahoo Finance
PolymarketPrediction MarketsDaily Volume$200-300MPolymarket.com
DraftKingsDaily Fantasy/SportsSports Revenue (2023)$2.7B10-K
FanDuelDaily Fantasy/SportsSports Revenue (2023)$2.4B10-K
Eagle EyeGolf AnalyticsGolf Market Growth (2025)+18% YoYEagle Eye Media
BetMGMDaily Fantasy/SportsSportsbook Volume (2025)$37B+SBJ

Key finding: Kalshi's $1.3B in annualized sports revenue with a generic product. A purpose-built golf platform captures the gap between traditional sportsbooks and prediction markets.

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Exit Strategy

Acquisition Targets

40%
US Sports Betting Volume
DraftKings + FanDuel combined
$39B
Combined Market Cap
DKNG + FNDL
$37B+
BetMGM 2025 Volume
Growth plateauing, acquiring niches
$1.3B
Kalshi Annualized Sports
20% of DraftKings, with bare-bones product

Sports betting consolidation is accelerating. DraftKings, FanDuel, BetMGM, and Kalshi are all acquiring niche platforms with proven audiences. A golf-specific leader with 200K users and $10M ARR is a premium target.

Sources: Statista 2024 · Yahoo Finance · SBJ · Kalshi Q1 Report