The embedded, AI-native retirement-living platform institutions use to engage, retain,
and grow their aging members — distributed through the institutions that already serve them.
Built to embed inside the institutions that already serve retirees
Illustrative partner categories — names and logos shown upon NDA. No partner is presented as signed.
The Thesis
B2B2C institutional distribution
RetirePlusPlus embeds its launch-ready platform into the member communities of large retirement
institutions, and brings those institutions' products and services to RPP members. Distribution
rides on the partner, so customer-acquisition cost collapses.
Institutional distribution
Growth rides on partner channels, not ad spend — so blended CAC trends toward
$— per activated member (Year 3 model).
Two-sided value
Partners embed RPP to retain members; RPP surfaces partner products to those members.
Each side compounds the other — driving net dollar retention above
—.
Launch-ready product
Multi-tenant embedding, SSO and compliance plumbing are shipped today. This round funds
distribution — not whether the platform can be built.
RetirePlusPlusEmbedded retirement OS + a NEXUS AI agent per member (HealthHaven)
Finances, health, community, lifestyle + a personal AI agent
Engagement, consented data, premium upgrades
Member / RetireeFinances, health, community & lifestyle in one place — with a personal AI agent
CAC ↓falls via embedded distribution
Institutional partners embed and co-brand RetirePlusPlus for their members and fund the member seat.
In return, RPP delivers engagement, retention, asset retention, NPS, data insight and product attach to the partner.
RPP gives members one place for finances, health, community and lifestyle, plus a personal NEXUS AI agent.
Members return engagement, consented data and premium upgrades to RPP.
Partner products are surfaced to members with consent. Each side makes the other more valuable.
Partners embed RPP to engage and retain their members; RPP surfaces partner products to its members.
Each side makes the other more valuable — distribution and monetization compound.
Traction
Platform readiness, with early signal and a partnership engine
Lead with what is shipped and verifiable; member and engagement figures below are illustrative
targets for discussion, not audited results.
$—BTotal Addressable Market—Reachable Members (Yr 3, illustrative)—Activated Members (Yr 3, illustrative)—Net Dollar Retention (illustrative)—LTV : CAC at Year 3 (illustrative)—Net Promoter Score (illustrative)
Illustrative — for discussion. Replace every figure with real data before sending to investors.
The Platform
Six pillars institutions embed as one experience
An integrated, launch-ready platform — delivered white-label, co-branded, or via embedded SDK.
Supporting Differentiator
An AI agent for every member
HealthHaven (healthhaven.ai) + a NEXUS AI agent for every member is the key differentiator within the
platform, not the headline.
NEXUSagent / member
Financial Planning
HealthHaven
Community
Lifestyle & Travel
Marketplace
Every RetirePlusPlus member gets a NEXUS agent that understands their whole retirement life — drawing
on finances, HealthHaven health profile, community and lifestyle, privately and with the member in control.
Financial Highlight
A partnership-led path to venture scale
Illustrative, internally consistent model sized to the round. Not audited.
—Year 1 revenue
—Year 5 revenue
—Gross margin (Yr 3)
Revenue projection, Years 1–5
Illustrative — for discussion
Illustrative revenue and operating cost projection by year (USD)
Year
Revenue
Operating costs
Year 1
—
—
Year 2
—
—
Year 3
—
—
Year 4
—
—
Year 5
—
—
Leadership
Operators across retirement, AI and partnerships
A team that understands the institutional channel and has shipped the platform.
Due Diligence
Investor materials
Everything you need to evaluate the RetirePlusPlus Series B opportunity.
Back the retirement engagement layer for the whole industry
For a strategic lead, RetirePlusPlus is two investments in one: a commercial partnership that lifts
engagement, retention and product attach across your members — and an equity position in the platform
that becomes the retirement engagement layer for the industry.