OnRecord.ai
Investment Opportunity
Join Our Journey: Exclusive Friends & Family SAFE Opportunity
As a thank you to those who’ve supported our vision of transforming real estate operations, we’re inviting our closest supporters to become early investors through our Friends & Family SAFE (Simple Agreement for Future Equity). This exclusive opportunity secures your future equity at preferential terms, allowing you to participate in our growth and innovation in the real estate technology sector.
What is a SAFE?
Developed by Y Combinator, a SAFE (Simple Agreement for Future Equity) represents the next generation of startup investing and has become the industry standard for early-stage investment. It provides a more efficient and balanced approach than traditional investment vehicles.
The beauty of SAFEs lies in their straightforward design – providing investors with future equity rights without complicated interest rates or maturity dates. This allows everyone involved to concentrate on what matters most: building value through growth.
Why OnRecord.ai is Offering a SAFE
Supporting Early Believers
We want our earliest supporters to be true stakeholders in our success story, not just observers of our journey.
Accelerating Innovation
Your investment helps us expand our AI capabilities, enhance our platform, and scale our impact across the real estate industry.
Long-Term Partnerships
Our SAFE structure ensures perfect alignment – as we succeed, you succeed.
The Problem
Real estate professionals are hardworking social people who rarely come from operational or technical backgrounds. Even top-producing agents struggle with:
Managing complex transaction workflows
Implementing scalable business processes
Maintaining consistent client communication
Organizing documents and deadlines
Leveraging technology effectively
Our Solution
OnRecord.ai transforms how real estate professionals operate by providing:
AI-powered transaction management
Automated document verification
Proactive client engagement
Customized workflows and SOPs
Enterprise-grade security and compliance
Market Opportunity
Total Addressable Market
$2.5 billion annual market for real estate technology in US and Canada
Over 300,000 real estate professionals seeking operational solutions
Growing demand for AI-powered solutions
Why Now
AI transformation creating unprecedented opportunities
Real estate professionals actively seeking operational solutions
Market consolidation creating opportunity for integrated platforms
Critical timing for establishing market dominance
Technology & Infrastructure
Enterprise-Grade Platform
Built on proven GoHighLevel infrastructure
99.9% uptime guarantee
Advanced encryption and security
A2P Registration compliance
AI Capabilities
Automated document checks
Real-time notifications
Proactive client engagement
Hands-free workflow management
Growth Strategy & Roadmap
Current Focus
Northern California market penetration
State-by-state expansion strategy
Personalized workflow development
Upcoming Features
DocuSign Integration
Enterprise API access
Automated document workflows
Field extraction and mapping
Enhanced AI Features
Call transcription and analysis
AI booking capabilities
Real-time agent coaching
Marketing Solutions
Automated marketing materials
Social media management
Direct mail campaign tools
Leadership Team
Caroline Hobbs
Founder & CEO
A leader in real estate technology, Caroline brings over a decade of hands-on industry experience to OnRecord.ai. As the founder of Silicon Valley’s Reward Realty, she has consistently innovated in transaction management and client service. Her recent strategic partnership with REAL Broker LLC expands our capacity to provide cutting-edge tools and resources across the industry.
Jackie Akindele
Chief Operations Officer
Jackie, a dynamic operations strategist, excels at transforming businesses through systematic improvements. She leads Evolve Real, where she’s built a reputation for elevating brands and streamlining complex operations. Her work with major media outlets like Forbes, Time Magazine, and USA Today demonstrates her ability to build authority and visibility in competitive markets.
Justin Benson
Strategic Technology Advisor
As founder of Bara Agency and Shilo.ai, Justin stands at the intersection of technology and real estate, driving innovation in both fields. His experience scaling real estate operations gives him unique insight into the operational challenges OnRecord.ai solves. Through Bara Agency, he continues to help brokerages optimize their technology stack and operational efficiency.
Ahmad Rasheed
Technology Integration Partner
Leading JD Funnel, Ahmad specializes in creating seamless digital solutions for real estate operations. His expertise in GoHighLevel integrations, workflow automation, and CRM optimization enables businesses to scale efficiently while maintaining focus on growth. His team’s ability to deliver high-quality technical solutions makes them an invaluable partner in OnRecord.ai’s development.
Investment Terms
SAFE Terms
20% discount rate
$20M valuation cap
$10K-$75K investment range
Advisory board participation
Use of Funds
Team Expansion
C-Suite transitions and hires
Customer success team growth
Development team expansion
Product Development
AI feature enhancement
Integration development
Platform scaling
Market Expansion
State-by-state growth
Marketing initiatives
Sales team development
Investment Scenario Example
Initial Investment
Make a strategic $50K SAFE investment with a $20M valuation cap.
Next Funding Round
At a $50M valuation, your SAFE converts at the $20M cap, multiplying your equity position.
Potential Exit
In a $200M acquisition scenario, your $50K investment could yield $500K – a 900% return.
Real Estate Professional’s Guide to SAFE Investment
Think of this investment like securing prime real estate before neighborhood development:
Your early investment is like buying in an emerging location
The 20% discount and $20M cap are your “early buyer” advantages
Future funding rounds are like area development increasing property values
A successful exit is similar to a major developer acquiring the whole neighborhood
Your $50K investment could grow to $500K – similar to property appreciation in a booming market
IMPORTANT SAFE INVESTMENT DISCLAIMER
FOR INFORMATIONAL PURPOSES ONLY (PLEASE READ)
This document contains forward-looking statements and hypothetical scenarios provided solely for informational and illustrative purposes. These materials do not constitute an offer to sell or a solicitation of an offer to buy securities in OnRecord.ai or any affiliated entity.
Investment Example Parameters:
- Initial investment of $50,000
- SAFE with 20% discount and $20M valuation cap
- Subsequent funding round at $50M valuation
- Hypothetical acquisition at $200M after four years
Additional Considerations:
- No operating history or limited operating history
- Key personnel dependencies
- Competitive market risks
- Technology obsolescence risks
- Regulatory compliance requirements
- Economic condition impacts
- Future capital requirements
- No guaranteed dividend payments
Risk Factors and Considerations:
- Investment in early-stage companies involves substantial risk of loss
- Securities offered through SAFEs are restricted with no public market
- No assurance of future public market development
- Legal restrictions on transfer and resale apply
- High degree of illiquidity
- Long-term investment commitment required
- Future dilution from additional funding rounds possible
- No guaranteed returns or exits
- Past performance and market trends not indicative of future results
Professional Guidance Required:
- Conduct independent due diligence
- Consult legal counsel
- Seek financial advisor input
- Review tax implications
- Make independent investment decisions
Regulatory Notice:
This communication does not constitute an offer to sell or solicitation of an offer to buy securities. Investment in early-stage companies is highly speculative and involves significant risks. Potential investors should consult their financial advisor, legal counsel, and other professional advisors prior to making any investment decision.
How to Invest in OnRecord.ai
Review SAFE Terms
Examine our investor-friendly terms featuring the 20% discount and $20M valuation cap
Digital Documentation
Complete all paperwork through our secure digital platform
Finalize Investment
Simple, secure fund transfer process with full support throughout
Take the Next Step
Contact Caroline
(408) 705-2556
caroline@rewardrealty.org