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// coverslide 01 / 15
Reg D 506(c) · Accredited Investors Only · v14.1.2

Masterboard AI

An institutional-grade trading terminal for the next generation of retail traders — backed by a signal engine privately developed since 2013 and publicly tested at Regal Investments since 2020.

1,200+
Active Users (launch cohort)
~35%
Free → Paid Conversion
68%
Founder-Led Cohort Conversion
340K
Warm Waitlist

We deliberately publish conservative numbers. Where a cohort outperforms, we disclose both the headline and the cohort detail. Under-promise, over-deliver.

// problemslide 02 / 15

Retail traders are stuck between toys and terminals.

Toy Apps

Robinhood-style apps gamify trading without delivering the analytics, signals, or strategy infrastructure serious traders need.

Locked Terminals

Bloomberg costs ~$24K/year and is institution-only. Refinitiv and FactSet are gated. The rest of the market is shut out.

Code-Required Quant Stacks

QuantConnect, Alpaca, and similar require Python skills. Most retail traders will never write a backtest in code.

Tens of millions of motivated traders without an institutional-grade tool that meets them where they are.

// solutionslide 03 / 15

One terminal. Four product pillars.

No-Code Strategy Builder

Drag-and-drop visual editor. Design, backtest, and deploy algorithmic strategies in minutes — no code.

Strategy & Signals Marketplace

Two-sided creator economy. Authors monetize. Subscribers gain edge. Masterboard takes a fee on every transaction.

AI Signals & Analytics

Proprietary signal models — privately developed since 2013, publicly tested since 2020 — across stocks, options, and crypto.

Institutional-Grade Terminal

Real-time market data, news, sentiment, and trader journal in one modern web experience.

strategy_builder.mb
IF · RSI(14) < 30
AND · Vol > 20D
THEN · BUY 1%
IF · Close > EMA(50)
AND · MACD ↑
THEN · ADD 0.5%
IF · Drawdown > 4%
THEN · STOP
PUBLISH → market
backtest: 2018–2026 · sharpe 1.84 · max_dd 7.2%▶ run

Strategy Builder · live preview

// why_us · pedigreeslide 04 / 15

6 years of publicly-verifiable iteration.13 years of underlying signal R&D.

The signal engine started as a private codebase in 2013. Since 2020 its evolution has been documented publicly via Regal Investments' press releases and social channels — where the earliest rudimentary “Masterboard” builds were tested in-house. The platform you see today is the externalized version of that work.

2013–2019
private
Private R&D

Initial signal codebase built and iterated privately for personal and proprietary use across multiple market regimes.

2020
publicly verifiable
First Public Tests

Earliest rudimentary "Masterboard" builds tested in-house at Regal Investments — referenced in contemporaneous Regal Investments social posts and internal press communications.

2021–2023
publicly verifiable
In-House Platform

Iterated as an internal Regal Investments tool. Multiple press releases reference Masterboard as a proprietary internal platform during this period.

2024–2025
publicly verifiable
Platformization

Decision to externalize: rebuilt as a public-facing SaaS with no-code Strategy Builder, Marketplace, and modern data stack.

2026
publicly verifiable
Public Launch · v14.1.2

1,200 users in the launch cohort. 340K-strong waitlist primed. Reg D 506(c) raise opens.

Available on request: archive of Regal Investments releases (2020–2024) and dated public references to Masterboard as an in-house testing platform.
// tractionslide 05 / 15

Freshly launched. Already converting.

The platform went front-facing in early 2026 (v14.1.2). The numbers below cover the first launch cohort. We publish the conservative platform-wide rate as the headline; the founder-led cohort outperforms it materially.

1,200+
Active Users (launch cohort)
first 90 days post-launch
~35%
Free → Paid Conversion
platform-wide (early cohort)
68%
Founder-Led Cohort Conversion
Social-followers segment
340K
Warm Waitlist
previously expressed interest

Why two conversion numbers?

We report ~35% as the platform-wide conversion (already outstanding for vertical SaaS, where 2–5% is typical). The 68% rate applies to the cohort acquired through the CEO's social following — a pre-trusted, pre-qualified audience. Disclosing both keeps us honest and shows where the leverage is.

340K waitlist, primed.

Even a conservative 5% activation = 17,000 new users — a 14× growth event with effectively zero CAC.

// market_size · bottoms_upslide 06 / 15

A defensible $18.6B addressable market.

Built bottoms-up from published industry counts, not from top-down hand-waves. Every multiplier below is conservative.

// tam_calculation
Active global retail traders155M
× English-speaking share (40%)62M
× Already pay for a tool (25%)15.5M
× Avg ARPU $1,200 / yr$18.6B
$18.6B
TAM — Bottoms-Up

Active global retail traders ≈ 155M (BIS, Broadridge ’24) × English-speaking share ≈ 40% (62M) × paying-tools penetration ≈ 25% (15.5M) × ARPU $1,200/yr.

$2.3B
SAM — Realistic Reach

12.5% of TAM = traders within 5 years of internet-native onboarding, multi-asset, willing to pay > $50/mo. ~1.9M paying users at $1,200 ARPU.

$48M ARR
SOM — 5-Year Beachhead

~2% capture of SAM = ~40K paid users × $100 blended monthly ARPU + 15% marketplace take. Conservative vs. waitlist + founder-led distribution.

Sources: Bank for International Settlements, Broadridge Retail Investor Survey 2024, Statista language and ARPU data sets, public broker filings (Robinhood, Interactive Brokers, Coinbase). Figures are rounded and conservative.

// grassroots · founder_ledslide 07 / 15

Distribution is grassroots — and that's the moat.

The lowest-CAC, highest-trust customers come from the founder's own community — not from paid ads. That same community is what produces the 68% cohort conversion.

Founder-Led Audience

CEO maintains an engaged, multi-platform social following accumulated over years of public market commentary. This audience converts at 68% — vs. ~35% platform-wide.

Community Trust as CAC

Grassroots followers arrive pre-qualified, pre-trusted, and pre-sold. Effective CAC trends toward zero on this channel.

340K Email Waitlist

Standing list of users who explicitly opted in when Masterboard was first hinted at. Even a 5% activation = 17,000 new users — a 14× growth event with near-zero paid acquisition.

Creator Amplification

Every Marketplace author becomes a distribution node, sharing strategy performance to their own audience and pulling in their followers.

// growth_engineslide 08 / 15

The creator flywheel compounds with every user.

01

Build

Users design strategies visually. Every saved strategy is on-platform IP.

02

Share

Authors publish to the Marketplace, gaining followers and verifiable performance scores.

03

Earn

Authors earn recurring revenue. Masterboard takes a fee. Subscribers stick.

marketplace.mb
StrategyAuthorYTDSubs
Mean-Rev SPY v3@quantfox+34.2%412
BTC Trend Pro@chainalpha+58.1%987
Options Vol Crush@theta_lord+22.4%256
Sector Rotator@macrojen+18.9%341

Marketplace · live preview

// competition · moatslide 09 / 15

Nobody else has all six.

FeatureMasterboard AIBloombergTradingVieweToroQuantConnect
No-code Strategy Builder
Multi-asset (Stocks · Options · Crypto)
Creator marketplace + revenue share
AI signal engine (proprietary)
Retail-priced (< $200/mo)
On-chain payment / transparency

Moat

  • 13 years of signal R&D (private 2013→2019, public 2020→now)
  • Founder-led grassroots community with documented 68% cohort conversion
  • 340K warm waitlist — pre-built, low-CAC distribution channel
  • Marketplace network effects compound with every new creator
  • Multi-asset coverage in a single terminal — rare combination
  • Crypto-native payments stack with on-chain transparency
// use_of_fundsslide 10 / 15

Capital deployed against the highest-leverage vectors.

Engineering & AI Models45%
Marketplace Growth & Creator Incentives25%
Marketing & Waitlist Activation20%
Compliance, Legal & Operations10%
signals.mb
09:32NVDABUY87%
09:34BTCBUY74%
09:41TSLASELL69%
09:48SPYHOLD52%

Signal feed · live preview

// crypto · transparencyslide 11 / 15

Invest in crypto — verify every dollar on-chain.

Crypto Investments Accepted

  • BTC · ETH · SOL · USDT · XRP
  • On-chain auditability of every inflow / outflow
  • Lower friction for international accredited investors
  • KYC/AML compliant via Regal Investments
Public ledger
Custody secured
Auditable on-chain
KYC / AML
terminal.mb
SPY
512.34
+1.24%
BTC
94,210
+3.18%
// news_feed
Fed minutes signal pause · NVDA earnings beat · BTC ETF inflows record

Terminal · live preview

// teamslide 12 / 15

The team behind v14.1.2.

Operators with decades of combined market, engineering, and capital-markets experience. Data and full reports available on request and through the Regal Investments offering page.

Founder & CEO
Founder & CEO
Strategy, vision, founder-led community

Built the original signal codebase in 2013. Public-facing operator since 2020 across Regal Investments and Masterboard.

Head of Engineering
Head of Engineering
Platform, data, AI infrastructure

Owns the production stack, real-time data pipeline, and AI model deployment.

Head of Quant Research
Head of Quant Research
Signal models, backtesting, validation

Custodian of the 13-year signal lineage. Multi-asset model R&D and walk-forward validation.

Head of Growth
Head of Growth
Waitlist activation, creator acquisition

Drives the 340K-strong waitlist conversion and recruits high-signal creators to the marketplace.

Compliance & Operations
Compliance & Operations
Reg D, KYC/AML, custody

Coordinates with Regal Investments on the 506(c) offering and crypto custody workflow.

Advisor — Capital Markets
Advisor — Capital Markets
Regal Investments

Strategic advisor via Regal Investments — bridge between Masterboard and the institutional capital-markets stack.

// business_modelslide 13 / 15

Multiple revenue lines, one product surface.

Basic
$29/mo
Active retail trader
Pro
$99/mo
Power user / strategy author
Enterprise
$499/mo
Teams & institutions
Lifetime
One-time
Founding members, early adopters, limited
Marketplace
~15–20% take
Creator-economy revenue
// visionslide 14 / 15

By 2030, half of all retail-published trading strategies are authored on Masterboard.

That single, ownable claim implies a $48M+ ARR business, a category-defining marketplace, and a brand that becomes shorthand for “serious retail trading.”

Default terminal for serious retail traders

Largest open marketplace for trading strategies

Path to $48M+ ARR within 5 years (SOM)

// the_askslide 15 / 15

Join the cap table.

Reg D Rule 506(c) offering, hosted by Regal Investments. Open to accredited investors only. Crypto and traditional capital accepted. Full subscription terms, instrument, and valuation are disclosed in the offering documents.

// important_disclosures

This deck is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation will be made only through the official offering documents made available at regal.investments/masterboard-ai.

The offering is being conducted pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933. Participation is limited to verified accredited investors as defined in Rule 501 of Regulation D.

Forward-looking statements (including market sizing, growth projections, and ARR targets) are estimates based on internal analysis and third-party industry data (BIS, Broadridge, Statista, public broker filings). They are subject to risks and uncertainties and are not guarantees of future performance. Investments in private securities are speculative, illiquid, and involve a high degree of risk, including the possible loss of the entire investment.

Conversion metrics reflect the early-cohort post-launch period and may not be representative of long-term steady-state performance. The 68% figure is reported for the founder-led cohort only and is disclosed as a cohort metric, not a platform-wide rate.

Cryptocurrency contributions are accepted subject to applicable KYC/AML procedures and the terms set forth in the offering documents.