Convertible Note with Revenue-Based Returns
A hybrid investment structure combining quarterly revenue-based payouts with equity conversion opportunities, designed for investors seeking predictable returns alongside upside potential.
Investment Terms & Structure

$500K
Funding Target
Total capital raise for business expansion and growth initiatives
1.75x
Payout Target
Return multiple before 5-year maturity
12-20%
Target IRR
Internal rate of return range for investors
5 Years
Note Maturity
Note payment to paid between 3-5 year
Conversion Opportunities
1
Round 1 - Guaranteed
$5.5M-8.5M valuation cap, converts at the end of 2027
2
Round 2 - Optional
$15M valuation cap, available anytime after Round 1 completion
Revenue Payment Structure
  • Years 1-2: 2.5% of quarterly revenue
  • Years 3-5: 4.2% of quarterly revenue
Payout DO NOT reduce principle if converted in Round 1
Payout reconciliation if investor convert at Round 1

Investment Payout Best Case Scenario
Simpleaf Conservative Growth Model (85% Average Growth in 5 years)
Payoff Schedule ( $194,340 Payout before Round Conversion Option)
Investment Payout Better Case Scenario
Simpleaf Conservative Growth Model (60% Average Growth in 5 years)
Payoff Schedule ( $165,380 Payout before Round Conversion Option)
Investment Payout - Worst Case Scenario
Simpleaf Conservative Growth Model (40% Average Growth in 5 years)
Payoff Schedule ( $127,875 Payout before Round Conversion Option)
Growth Forecast Strategy
New Product Initiatives: Diversification Strategy
Cleaning Line Launch (Jan 2026)
Simpleaf Business (B2B Penetration)

Existing Product Growth

D2C (Website) Investment

Revenue Composition
2025 Full Year
Total: $1,185,000
  • Existing products only
  • Built market foundation
  • 30% growth over 2024 in Retail & Online
  • Experienced modest growth in the toughest year for retail product
  • Restructure our B2B Strategy for solid future growth
2026 Forecast
Total: $2,400,000
  • Double down on existing product growth
  • Cleaning line launch - Currently in distribution in retail channel
  • B2B growth penetration- online and sales associate strategy
  • Investment in marketing from capital investment to expand customer reach
2027 Full Year
Total: $5,344,179
  • Focus on growth of cleaning line
  • Growth in retail presence
  • Invest in growth of B2B market
  • Add new scent to line of current existing wipes

Key Growth Assumptions & Risk Factors

Increase in Marketing Spend
After 2 years of refining our target market and streamlining costs, we're ready to scale. A strategic increase in marketing spend will drive significant top-line revenue growth—fueling customer acquisition across D2C channels like our website, social media, and other direct to consumer platforms
New Segment Growth
Our new cleaning product line unlocks an entirely new market segment—representing pure top-line revenue growth. We're actively expanding through B2B channels like Quill and local contracts, while investing strategically to broaden our outreach and capture new opportunities.
Retail Growth
Simpleaf has seen strong growth in key retail partners like Whole Foods Market, opening the door to expanded shelf space. This momentum has also positioned us to win new retail accounts heading into 2026. We are currently scheduled to meet with major retailers like CVS, Walmart, HEB and more for a line review in first of May 2026
Operational Efficiency
Omni-channel sales are critical to growth in this industry. Without the right operational infrastructure, we risk lost sales and rising management costs. Investing in operational efficiency ensures we can scale sustainably—growing revenue while keeping costs in check.