Now raising. Series B — Now Raising
The investor data room for RetirePlusPlus
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.
Raising
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Pre-Money
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Post-Money
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TAM
$—B
Public Overview
The thesis, in one line
RetirePlusPlus is the embedded retirement-living platform that institutions use to engage, retain, and grow their aging members.
- Financial Planning
- Health & Wellness
- Community
- Lifestyle & Travel
- NEXUS AI Agent
- Marketplace
Executive Summary
Where the business stands
Illustrative — for discussion. Replace with verified figures before sending to investors.
RetirePlusPlus embeds its launch-ready platform into the member communities of large retirement institutions, and brings those institutions' products and services to RPP members.
Data Room
Tiered data room
Public materials are open. Tier 2 (approved investor) and Tier 3 (lead-track, advanced) content unlock after registration and approval.
Financials are gated
Tier 2+ access requiredRegister for an approved investor account to unlock the financial overview, revenue model, and charts.
Illustrative — for discussion
Illustrative — for discussion. Sourced from the canonical model.
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Illustrative — for discussion. Partnership-GTM-weighted.
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Illustrative — for discussion. Partner-rollout-driven, not D2C spend.
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Legal & cap table are gated
Tier 2+ access requiredThe indicative term sheet and the post-round cap table unlock for approved investors.
Illustrative — for discussion · indicative, non-binding
Post-round capitalization
| Holder | Shares | Ownership |
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Ownership after the round
Post-money ownership
Every RetirePlusPlus member gets a NEXUS agent — a personal, always-on assistant that understands their whole retirement life, not just one slice of it.
NEXUS
agent / member
- Finances
- HealthHaven
- Community
- Lifestyle
Powered by healthhaven.ai — a supporting differentiator that makes the embedded experience stickier and smarter.
- Multi-tenant architecture live — embed / white-label is real today.
- SSO / magic-link / tiered access live (this data room runs on it).
- Embedded commerce rails integrated (gated) + GDPR data export.
- Six pillars + HealthHaven + NEXUS agent layer built, not slideware.
Partnership pipeline is lead-track
Tier 3 access requiredThe partnership pipeline, pilot KPIs, and named-target map unlock for lead-track investors under NDA.
Illustrative — for discussion · no partner presented as signed
Pilot → rollout funnel
Why CAC collapses
~3–4x lower than direct acquisition
Partnership economics
Security & compliance pack is lead-track
Tier 3 access requiredThe SOC 2 / HIPAA roadmap, architecture, and data-processing documentation unlock under NDA.
- SOC 2 / HIPAA roadmap (status stated truthfully — roadmap, not yet certified).
- CSP-strict frontend, security headers, CSRF protection.
- Analytics PHI guards + medication-log redaction enforced in code.
- RLS tenant isolation + deny-all fallback policies (multi-tenant).
- Consent-first data use; GDPR export shipped; no PHI in analytics.
Leadership
Leadership team
Operators across retirement services, AI/health, and B2B2C partnership distribution.
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FAQ
Frequently asked questions
Answers on the thesis, market, model, unit economics, partnerships, the platform, team, financials, terms, risks, and how to invest. Process and terms are accurate; every figure is illustrative and no partner is presented as signed.
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Contact
Contact our team
Interested in the RetirePlusPlus opportunity? We typically respond within one business day.