Disclosure Overview Opportunity Our Answer Why HM Wins Founder The Round For You $10K Scenario Use of Funds Momentum Education Moat Experience Trust Market Ahead Financials Team The Ask
Private investor overview · September 2026

Balance Through Science.

Guided by intention. An education-first cannabinoid wellness company built around understanding, transparent formulation, and long-term trust.

“We do not start with products. We start with understanding.” A $650K proposed equity round to relaunch Holistic Magnified as a repeatable operating company.

$650K proposed raise $6.0M pre-money ~9.77% investor pool 19 investor allocations

A private, relationship-based discussion document.

Private review

Prepared for known friends, family, and strategic relationships. This is not a public offering.

Illustrative forecasts

Financial examples are model outputs, not promises, guarantees, or commitments to distribute cash.

Counsel controls final terms

Final legal structure, eligibility, rights, documents, and timing remain subject to counsel.

No disease-treatment claims are made or intended. Product and compliance language must clear final review before external use.

Products are everywhere. Understanding is not.

The customer journey is still full of confusion, weak documentation, and low trust.

The education gap

Customers need a clear introduction to the endocannabinoid system and the products built around it.

Inconsistent trust

Ingredients, formats, use guidance and lab reports can be difficult to decode.

Higher standards

Partners expect documentation, responsible claims and consistent product quality.

Category clarity

A crowded shelf needs a brand that can simplify the choice and earn lasting trust.

Market growth

Approx. North America CBD market size, with 2030 based on public market-research forecasts.

Where HM plays

An education-first premium brand positioned for the stricter, more documented market ahead.

~$4.5B2020 market size
~$9.0B2025 market size
~$17.6B2030 forecast

Approx. North America CBD market size; 2030 based on public market research forecasts.

We do not start with products. We start with understanding.

Education creates the context. Formulation makes it tangible. Transparency makes the relationship repeatable.

Education

Teach the ECS and show people how to evaluate a formula.

Formulation

Build products with a clear reason for every ingredient and format.

Transparency

Make use guidance, COAs and product information easy to find.

An informed customer is not just easier to convert. They are easier to keep.

Four advantages. One connected system.

Premium botanical

Whole-plant formulation logic and an intentional product system, not generic white label.

Education moat

Founder-led education, resource content and QR guidance customers can revisit.

Market-ready quality

Finished-good documentation, manufacturing diligence and disciplined claims language.

Product economics

Direct relationships, memberships, selective wholesale and multiple growth channels.

The advantage is not one product. It is the system around the product.

An educator’s clarity. An operator’s experience.

A decade teaching how systems work, applied to cannabinoid formulation and customer education. Founder, product story, ECS educator.

2018Holistic Magnified launched
9 yearsSourcing & formulation experience
100KsStudents reached through STEM
Retail + online background

TigerDirect / CompUSA experience across retail and e-commerce operations.

The method

Teach. Explain. Formulate. Build trust.

Investor-facing trust

Founder-led credibility that anchors the education-first brand.

One round. Clear purpose.

Manufacturing, inventory, customer acquisition, operating capacity and a working reserve.

$650KProposed raise
$6.0MPre-money valuation
~$6.65MImplied post-money

GMP manufacturing and finished-product documentation

Inventory and fulfillment readiness

Education-led customer acquisition

Lean operating and technology support

Legal, compliance and operating reserve

19 available investor allocations

$10K minimum. Proposed terms; final rights, eligibility and documents remain subject to counsel.

What is in it for you?

Ownership in Holistic Magnified, with cash distribution potential and long-term equity upside.

Own part of HM

The proposed round buys equity in Holistic Magnified at a $6.0M pre-money valuation.

Distribution potential

The model supports annual investor distribution potential as the company becomes profitable.

Keep the ownership upside

Distributions do not replace your ownership. You continue to hold HM equity, subject to dilution and final terms.

$650K raise / 9.77% investor pool / $10K minimum / Proposed terms.

A hypothetical $10,000 investment.

YearModeled annual investor distributionAnnual cash return on $10KCumulative cash potentialIllustrative equity value*
2028$1,18211.8%$1,182~$10.3K
2029$2,94729.5%$4,129~$23.4K
2030$5,09751.0%$9,227~$38.7K

Illustrative potential, not scheduled cash. Actual distributions may be lower or zero. *Legacy equity illustrations pending valuation reconciliation; not an appraisal or a liquidity promise.

Capital has a job.

Move from a strong relaunch platform to a repeatable operating company.

GMP / COA transition
$150K
Inventory / working capital
$100K
Marketing / education launch
$150K
Operations / shared services
$120K
Software / legal / compliance
$60K
Reserve
$70K
Manufacturing-ready

Approved production path and finished-good documentation.

Inventory-ready

Focused stock and fulfillment readiness.

Demand-ready

Education and marketing convert the new site.

Channel-ready

Practitioner, retail and HxSxH expansion playbook.

Scale-ready

Reorders and sell-through guide growth.

Visible progress

Investor updates track progress against milestones, not just against spend.

A relaunch already in motion.

Operating history, a rebuilt brand and a new customer experience before this round.

WhenMilestoneDetail
2018HM launchedFormulations, sourcing and customer relationships.
2025–26Brand rebuiltEducation-first positioning, portfolio and operating model.
Sep 2026New site liveEducation hub, product finder, shop and membership tools.
This roundScale the engineGMP/COA path, inventory, marketing and operating capacity.
2027Channel expansionDirect sales, practitioner / retail, HxSxH beta and R2L reach.
2028+Repeatable growthScale against reorders, sell-through and retention signals.

Completed milestones follow supplied company materials. Future milestones are plans and model assumptions.

Education turns questions into trust.

ECS basics, formulation rationale and practical guidance form one connected learning experience.

The objective: less confusion, stronger trust and a reason to return.

One continuous customer journey.

The new site connects education with product choice, informed use and repeat purchasing.

Learn

ECS basics and formulation education

Understand

Find Your Starting Point product finder

Choose

Focused formulas with clear use cases

Use

How-to guidance and lab-result access

Repeat

Membership, reorder and subscription tools

Learn → Understand → Choose → Use → Repeat.

Real people. Real routines.

Customer and practitioner feedback reflects the education and formulation approach.

“I finally understood what I was taking and why. That framework changed how I used it, and what I noticed.”Daily balance · Consistent optimizer

“I would not have stocked it in my practice if Jimmy could not answer my chemistry questions. He could. That is everything.”Practitioner validation · Chiropractor, clinic owner

“The formula for this brand is exceptional and far exceeds at least four other common brands I have tried.”Formulation quality · Verified customer

Trust is the product wrapper. Selected testimonials from supplied HM website materials; public attribution retained.

A higher bar can become a competitive advantage.

Documentation, transparency and responsible education shape the relaunch.

The market is asking forHM’s planned response
Clear documentationFinished-good COAs and testing path
Consistent qualityGMP manufacturing diligence
Responsible claimsEducation-first language and transparency

The third-party GMP strategy is designed to scale production without the staffing and complexity of heavy in-house manufacturing.

A simple growth story. One working case.

Year20262027202820292030
Modeled revenue$76K$791K$2.77M$5.85M$9.57M
$9.57M2030 modeled revenue
$19.05MFive-year modeled revenue
~89.5%Modeled gross margin
2028

Model turns profitable.

Growth channels

Website DTC · Other wholesale · HealthStackHub · Relearn2Live.

Channel catalysts

Relearn2Live + health-channel launch, and Health Stack Hub longevity kiosk launch.

Source: reconciled HM working pro forma / V18 bridge. All years modeled; 2026 is a partial-period forecast.

Founder-led. Built to scale beyond one person.

Product, brand and technology leadership, supported by A551 and Klizos.

Jimmy RicardFounder / product story / ECS educator

Formulation, education and investor-facing trust.

Quinn NovelsCMO / brand strategy

Brand strategy, premium storytelling and customer voice.

Joey RicardStrategy / technical execution / Klizos

Systems, technical execution and operating support.

A551 + Klizos: AI workflows · website + funnel · finance / admin · vendor coordination · development.

Join the next chapter of Holistic Magnified.

One planned outside equity round to professionalize manufacturing, fund inventory and scale the customer engine.

$650KProposed raise
$6.0MPre-money valuation
$10KMinimum
Allocation sizeOpen slots
$10K minimum10
$25K allocation2
$50K allocation4
$100K allocation3

19 available investor allocations. Allocation sizes are limited; early discussions simply have the widest choice of remaining slots. One planned round is management intent; further financing may be needed. Final terms and participation remain subject to counsel.

Balance through science. Guided by intention.

Request follow-up or diligence materials