
Confidential partnership portrait
Prepared for John Monopoly
Monop x IAM Partnership Interest.
A two-sheet view of the category thesis and the advisory partnership economics behind the OpenLoop x YZY Health venture.
Strictly confidential. Prepared for discussion.
Miami / New York / Los Angeles
Sheet one
I Am The Asset.
Managed by Obsidian Capital Partners
I am not a spokesperson. I am not a campaign. I am the asset.
I am... is an intellectual asset management firm: a new seat at the talent's table.
Everything a company needs can now be rented: operations, infrastructure, capital, intelligence. The one thing that can't is demand people trust. I own that. So I should own the company built on it.
The largest fortunes in talent history were not fees. They were companies talent owned. Yet the deals that reach the desk are still built to rent a name once and keep the enterprise. Company-building never had a seat in the business. Until now.
Creator-owned, not creator-rented.
Management runs the career. I am... builds the companies: with the people already at the table, never around them.
We don't place a name into someone else's category. We find where culture is creating demand, underwrite the business that should exist there, and build it around the one person whose name can credibly own it.
Every company has the same shape: a business your audience joins and pays every month. An endorsement monetizes attention once. A membership monetizes trust continuously, and compounds into something you own.
Founder economics
Equity, distributions, participation at exit.
Governed identity
Nothing carrying your name ships without your sign-off.
Protected scarcity
No posting schedule, no quota; judgment and signal, not labor.
Professional operation
Proven operators, institutional capital, underwritten first.
Sheet two
Partnership Interest.
Revenue portrait
Advisory Partnership Interest.
This portrait shows what a partnership interest in the OpenLoop x YZY Health venture is worth. It pays two ways: cash while the business is running, and a larger amount when the business is sold.
The interest comes out of IAM's share, not the venture's. IAM owns 20% of the venture. The advisor owns 10% of what IAM owns, which means about 2% of the business. Nothing received reduces Ye's stake or OpenLoop's stake.
Figures reflect the high-side growth scenario in the venture's earnings model. Illustrative projection only, not a guarantee of results.
How the business grows.
This is a subscription business. Patients enroll and pay every month, and revenue compounds because new patients stack on top of the ones who stay. Ye's audience is the launch engine, filling the business through the first six months without advertising and making paid growth efficient afterward.
By Month 24, the venture is modeled at $18.4 million a month.
Operating total
$1,398,163
First 24 months, based on 10% of IAM's 20% equity position.
Central exit case
$17,684,797
4x revenue reference case on an $884 million business value.
Combined value
$19,082,960
Operating cash plus the central 4x sale case.
Exit cases.
2x revenue
$8,842,399
4x revenue
$17,684,797
6x revenue
$26,527,196
Total partnership value.
24-month operating compensation
$1,398,163
Equity value at exit, 4x
$17,684,797
Combined value
$19,082,960
The operating cash is real money on its own. The sale is where the position is made. This is a founder's position inside IAM's economics, not a finder's fee.
A conversation between principals.
Nothing on this site is an offer of securities or investment advice.
Strictly confidential. Prepared for discussion. Illustrative, not a guarantee of results.
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