Creator Skool

Investment
Opportunity

Prepared for

Laura Hicks

$5,000

Capital Target

1.5%

Equity Interest

$333K

Post-Money Valuation

FounderLazarus Ross
Advisor & AnalystStephen Byrkit, Lumiere Investments
DateJune 2026
01

EXECUTIVE SUMMARY

The Problem with High Performance

Countless high-performers focus on changing their tactics while leaving the structures creating their results untouched.

Creator Skool develops both the tactics and the internal architecture required to execute them consistently.

The Limit to Scale:

Growth eventually exposes the limits of the structures that created previous success. What got someone where they are rarely sustains where they are choosing to go next.

Internal Architecture Installation:

Creator Skool is where high-performers learn to deconstruct and upgrade the physical, psychological and emotional software creating their results.

Holistic Integration:

Building the version of the human being capable of sustaining success across physique, health, energy, relationships, and life from the inside out.

Investment Structure:

$5,000 for a 1.5% ownership interest in Creator Skool LLC (Texas Operating Company), the operating entity responsible for all client fulfillment, revenue generation, and day-to-day operations.

02

The Macro Market Opportunity

Personal Development

Global market valued at $56.22 Billion in 2026. Personal coaching, mental wellness optimization, and individual training command the absolute largest single market share.

Executive Development

Leadership and performance consulting industry has reached $112.98 Billion in 2026. Entrepreneurs and operators are accelerating coaching spend at a robust 11.17% CAGR.

Premium Calibration

Rising professional burnout and relational decay drive massive demand. Elite founders and HNIs routinely pay $25,000 to $75,000 per engagement for bespoke identity alignment.

High-Margin Offer Architecture

Program Container Investment Level Target Structure & Leverage Points
VIP CreatorOS Identity Calibration $60,000 PIF 12-Month bespoke personal advisor access for identity calibration and integration. Strictly limited to 8 elite clients per year.
The Integrated Being $5,000 Signature curriculum focusing on core identity restructuring & baseline life alignment of body and relationships.
Conscious Relationship Blueprint $3,500 Relational architecture to create relational fulfillment, impacting elite executive focus and business velocity.
G.O.D. Body $2,500 – $4,000 The body recomposition, structural stamina engineering and emotional fluency to create and sustain one's ideal body.

To preserve delivery quality, active foundational enrollment is capped at 25 concurrent members. Scale is built through premium pricing, not manual hours.

03

Granular $5,000 Use of Funds

Capital Category Allocation Mechanic & Core Partners Direct Revenue Generation Pathway
Jason Meland Magic Messaging + 8 Core Beliefs System $3,200(64%) Direct engagement with Jason Meland for full system installation and belief-shifting content architecture. Installs the precise operating system for consistent organic client acquisition. Generates the messaging, content ecosystem, and conversion framework that drives the revenue ramp from current baseline to $30k+/mo.
Operational Acceleration & Runway $1,800(36%) Systems tools, content infrastructure, working capital, and final entity setup (operating agreements, resolutions, separate accounts, compliance). Secures zero-friction execution capacity and clean operational foundation while the messaging system is deployed and revenue begins compounding.
TOTAL $5,000
04

The Jason Meland System & Revenue Pathway

The $3,200 allocation installs Jason Meland's Magic Messaging + 8 Core Beliefs Shifting framework — the same system responsible for scaling multiple high-ticket coaching businesses from inconsistent revenue to predictable, high-velocity pipelines.

Core Mechanic

Relationship-driven client acquisition built on high trust, personal authority, and diagnostic precision:

Content
DM Audit
Strategy Session
Premium Close

Target Velocity: 2 new premium acquisitions per week (~8 clients/mo) once the system is fully installed and running.

Conservative ACV: Base average modeled at $4,000.

VIP Revenue Upside: One VIP CreatorOS client per quarter adds +$60,000 PIF directly into corporate liquid cash.

05

6-Month Scaling Projections

Metric Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 (Target Scale)
Gross Revenue $12,000 $20,000 $32,000 $44,000 $56,000 $68,000
Operating Expenses (Lean Fixed) $1,224 $1,224 $1,224 $1,224 $1,224 $1,224
Net Operating Profit $10,776 $18,776 $30,776 $42,776 $54,776 $66,776
Profit Margin (%) 89.8% 93.9% 96.2% 97.2% 97.8% 98.2%

*Projections reflect conservative client acquisition and conversion assumptions once the Jason Meland system is fully implemented and operational.

06

Investor Terms & Protection

Equity:1.5% ownership in Creator Skool LLC (Texas Operating Company)
Valuation:$333,333.00 post-money
Structure:Non-controlling passive interest with no voting or management rights

Profit Participation

Investor receives 1.5% of Company profits based on ownership percentage

The Company conducts an annual profit review and may distribute profits based on performance, cash position, and growth requirements

Interim quarterly distributions may occur at management discretion

Distributions are based on profits remaining after normal operating expenses, business obligations, and prudent reserves.

Exit Participation

In the event of a sale or liquidity event, the investor receives 1.5% of net proceeds.

Additional Coaching

As a current coaching client, Laura receives six additional months of personal coaching from the Founder upon completion of her existing engagement.

07

LEGAL STRUCTURE (RELEVANT TO THIS INVESTMENT)

08

Founder Buyback Rights (Optional)

Beginning 36 months after the investment date, the Founder shall have the option, but not the obligation, to repurchase the Investor's ownership interest in Creator Skool LLC (Texas Operating Company) at fair market value.

09

Backed by Proven Scaling Footprints

JASON MELAND — MESSAGING & CONVERSION ARCHITECT

Engineered high-ticket messaging and belief-shifting systems responsible for multiple documented scaling cases. The $3,200 installs this exact operating system for Creator Skool.

Patty B.

5.3×

in 6 months

Leo J.

4.1×

in 5 months

Jessica S.

5.0×

in 6 months

Case A

Patty B.

High-ticket messaging funnel scaled from a baseline of $4,000/mo to $21,000/mo in 6 months (5.3x growth multiplier).

Case B

Leo J.

Holistic alignment offer scaled from a starting run rate of $8,000/mo to $33,000/mo in 5 months (4.1x growth multiplier).

Case C

Jessica S.

Executive transformation offer scaled from $11,000/mo baseline to $55,000/mo in 6 months (5.0x growth multiplier).

10

Ownership Participation & Illustrative Returns

Founder salary scales proportionally with revenue. Founder Development & Travel OpEx includes ongoing coaching containers, high-level mentorship, and strategic guidance. Reserve allocation targeted at ~25% of EBITDA.

Annual Revenue Monthly Revenue Founder Salary Staff OpEx Founder Dev & Travel OpEx Total OpEx EBITDA Distributable Profit (after ~25% reserves) Laura 1.5% Annual Share
$360,000$30,000$180,000$0$6,000$258,000$102,000$76,500$1,148
$720,000$60,000$300,000$60,000$24,000$456,000$264,000$198,000$2,970
$1,000,000~$83,000$400,000$140,000$40,000$652,000$348,000$261,000$3,915
$1,200,000$100,000$480,000$140,000$60,000$752,000$448,000$336,000$5,040
$1,800,000$150,000$600,000$140,000$90,000$1,002,000$798,000$598,500$8,978
$3,000,000$250,000$750,000$200,000$240,000$1,262,000$1,738,000$1,303,500$19,553
$4,000,000~$333,000$900,000$200,000$320,000$1,492,000$2,508,000$1,881,000$28,215
$5,000,000~$417,000$1,000,000$200,000$450,000+$1,650,000+$3,350,000+$2,512,500+$37,688+

Illustrative projections only. Not guarantees.

11

Documented Resources & Citations

[1]Precedence Research (2026): Global Personal Development Market Analysis.
[2]Mordor Intelligence (2025/2026): Executive Development and Corporate Leadership Forecasting.
[3]Workspace Intelligence & internal scaling benchmarks (Jason Meland, Taylor Davis).
[4]Financial Models Lab (2026): Operational coaching KPIs and overhead absorption metrics.
12

Questions & Discussion

Thank you for your partnership and vision.

Let's discuss what's possible.