Replacing Escrow with Digital Clearing
Investor Data Room
Enter your details to access the PHOCIS Tech© Pre-Seed Data Room. Your access is logged and this room is confidential.
Please enter your name and email.
By entering, you agree this information is confidential. PHOCIS Tech© tracks all access. This does not constitute a securities offering.
Investor Data Room · Confidential
Welcome, Investor
nate@phocistech.com

The first lender-owned, fee-free, yield-bearing
Digital Clearing Platform

Backed by Wells Fargo · Powered by 50-State AI Compliance · Live in Market
$0 Lender Fees — Forever
4.5% T-Bill Yield on Idle Funds
$5M Live AUM
$200M+ Pipeline
$500B+ TAM

Suggested Reading Order

1
One-Pager (3 min)
2
Video Pitch (8 min)
3
Financials
4
Client Case Studies
5
Execute NDA → Legal
6
Review The Ask
Open Access
🚀

00 · Start Here

First thing every investor reads

Open
PDF Welcome Note — Nate Cater NEW PDF PHOCIS Tech© — Investor One-Pager
📊

01 · Pitch Deck

Full story — written + video

Open
VIDEO Investor Pitch Deck — Video (Proper Bank) 🔥 PDF Executive Summary PDF Investor Brief PDF Investor Overview
💰

02 · Financials

View-only · No download

Open
PDF KPI Snapshot — March 2026 PDF Revenue Projections — 5 Year Model PDF Unit Economics & AUM Model
⚙️

03 · Business & Product

How it works, roadmap

Open
PDF Company Overview PDF Platform Roadmap PDF Master Build Roadmap
📈

04 · Traction & Clients

Real lenders. Real AUM.

Open
PDF Traction & AUM Summary NEW PDF Case Study — Coastal Capital PDF Case Study — Ultra Rich Funding
🛡️

06 · Security & Compliance

CA § 17006(a)(1) · FDIC · SOC 2

Open
PDF Compliance Posture Memo PDF Security & Controls PDF Security Policies PDF Data Retention & Deletion Policy PDF Incident Response Plan
👤

07 · Team

Founder · Advisors · Mission

Open
PDF Nate Cater — Founding CEO Bio PDF Tributary Foundation — 3% Pledge
🌍

08 · Market & Strategy

TAM · GTM · The Thesis

Open
PDF Go-To-Market Strategy PDF Defending The Dollar — Reverse Burry Thesis 🔥
🔒

Legal & SAFE Documents — NDA Required

Cap table, SAFE agreement, incorporation docs, and custody agreement are gated. Execute the NDA to unlock.

View NDA Template Execute NDA →
🔒 NDA-Gated (Execute NDA Above to Unlock)
⚖️

05 · Legal & Structure

Corp docs · Cap table · Contracts

🔒 NDA
PDF Certificate of Incorporation (DE C-Corp) SOON
PDF Capitalization Table SOON
PDF SAFE Agreement (Post-Money) SOON
PDF Angel Round Terms SOON
PDF Priority Technology Holdings — Strategic Partner Agreement SOON
💼

09 · The Ask

Terms · Funds · FAQ

Open
PDF Pre-Seed Investment Terms (SAFE Summary) NEW PDF Use of Funds — $250K Breakdown NEW PDF Investor FAQ — 8 Questions Answered NEW

Are You In?

One check. Simple SAFE. No pitch calls required unless you want one.

$250,000 Round Size
$10M Valuation Cap
None Discount Rate
$25K–$50K Check Size
I'm Interested — Email Nate Call: 877.679.6879