diff --git a/memory/2026-01-29.md b/memory/2026-01-29.md
index 6278bab..9e64e58 100644
--- a/memory/2026-01-29.md
+++ b/memory/2026-01-29.md
@@ -200,3 +200,19 @@
- Temporarily switched Dokploy to build from feat branch, deployed, verified /health returns 200
- Switched Dokploy back to main branch
- PR #9 open: https://git.infra.nkode.tech/dkelly/nkode-rs/pulls/9 — needs Donovan to approve & merge
+
+## That2ndGuy Pitch Deck (Task Worker) - 4:30 PM UTC
+- Activated HQ task for That2ndGuy Valuetainment pitch deck (high priority, David's request)
+- Researched golf apparel market: $4.8B (2025), 6%+ CAGR to $7B+ by 2032
+- Key stat: 47.2M US golf participants, 18-34 now largest on-course demo at 6.3M
+- Mapped competitive landscape: Malbon Golf, Eastside Golf, Bogey Boys, Metalwood, Students Golf — none scaled to mainstream DTC
+- Created 13-slide investor pitch deck: problem, market, demographics, competition, brand positioning, product line, GTM, revenue projections, ask ($250K seed), Valuetainment partnership value
+- Files at projects/that2ndguy-pitch/ (PITCH-DECK.md + MARKET-RESEARCH.md)
+- Set to blocked: needs David's brand-specific details (logo, products, founder story) + visual design for actual slides
+- that2ndguy.com domain not yet live
+
+## Shared Services Registry Completed (Task Worker) - 4:35 PM UTC
+- Created comprehensive infrastructure inventory at notes/reference/shared-services-registry.md
+- Documented: 2 VPS hosts, 9 subdomains, 7 Dokploy services + 3 Postgres DBs, 13 Gitea repos, all API keys/accounts
+- Identified gaps: no transactional email (Resend/SendGrid), no Stripe, no analytics, no error tracking
+- Task completed and pushed to notes repo
diff --git a/nkode-rs b/nkode-rs
index a3f105f..fb4c030 160000
--- a/nkode-rs
+++ b/nkode-rs
@@ -1 +1 @@
-Subproject commit a3f105fd858e955018775015e930ee14dcc94512
+Subproject commit fb4c030aa38ccba00b8c81b031cc1874097110f9
diff --git a/notes b/notes
index a05cead..f33c567 160000
--- a/notes
+++ b/notes
@@ -1 +1 @@
-Subproject commit a05cead8ed1010921492b7a3f59b626b813cffca
+Subproject commit f33c5673c2c2cbfcb1d4e0f130d07a7e313424e7
diff --git a/projects/that2ndguy-pitch/pitch-deck.html b/projects/that2ndguy-pitch/pitch-deck.html
new file mode 100644
index 0000000..15d4dae
--- /dev/null
+++ b/projects/that2ndguy-pitch/pitch-deck.html
@@ -0,0 +1,1305 @@
+
+
+
+
+
+That2ndGuy — Investor Pitch Deck
+
+
+
+
+
+
+
+
⛳
+
That2ndGuy
+
+
Play Different. Look Better.
+
Golf Lifestyle Apparel — Investor Pitch Deck
+
+ Prepared for Patrick Bet-David / Valuetainment · January 2026
+
+
+
+
+
+
The Problem
+
Golf's Image Problem Is a $5 Billion Opportunity
+
47.2 million Americans play golf — the most ever recorded. But the brands haven't caught up.
+
+
+
+
+
👴
+
+
Legacy Brands Design for 55+
+
Nike, Adidas, Callaway, Greg Norman — all optimized for the country club demographic. Pleated khakis and plain polos.
+
+
+
+
🔥
+
+
Fastest-Growing Demo: 18–34
+
6.3 million on-course players aged 18–34 — now the largest age group. Six straight years of growth.
+
+
+
+
😤
+
+
They Can't Find Their Brand
+
Young golfers want apparel that reflects who they are. They don't want to dress like their dads on the course.
+
+
+
+
+
"The culture of golf is changing faster than the brands."
+ — Lightspeed Golf Industry Report, 2025
+
+
+
+
+
US Golf Participation Surge (Millions)
+
+
+
+
+
+
+
+
+
Market Opportunity
+
A $4.8 Billion Market Growing at 6%+ CAGR
+
The golf apparel market is projected to nearly double by 2032.
+
+
+
+
+
$4.8B
+
Market Size (2025)
+
+
+
$7.3B
+
Projected (2032)
+
+
+
6.2%
+
CAGR
+
+
+
47.2M
+
US Participants
+
+
+
+
Key Insight
+
+ The lifestyle/streetwear segment is the fastest-growing sub-category, driven entirely by younger demographics. 43% rise in lifestyle-based golf wear. 33% increase in youth and women participation.
+
+
+
+
+
Golf Apparel Market Growth ($ Billions)
+
+
+
+
+
+
+
+
The Demographic Shift
+
Golf's New Player Base Is Young, Diverse & Style-Conscious
+
Gen Z and Millennials aren't just playing — they're redefining the sport.
+
+
+
+
What Motivates Young Golfers?
+
+
+
+
+
+
+
🧠
+
+
51%
+
of Gen Z play for mental health
+
Self-care is the #1 reason Gen Z picks up a club
+
+
+
+
🏌️
+
+
84%
+
of Millennials play solo rounds
+
Golf is becoming a personal ritual, not just a social activity
+
+
+
+
📈
+
+
6 Years
+
Consecutive growth, 18–34 demo
+
Participation up 30% since 2016 per National Golf Foundation
+
+
+
+
+ The gap: Legacy brands serve performance. Nobody is owning the culture + style space at scale. These golfers view apparel as part of their personal brand.
+
+
+
+
+
+
+
+
+
+
Competitive Landscape
+
The Market Is Validating the Thesis — But No One Has Won Yet
+
Streetwear-golf brands prove demand exists. None have scaled to mainstream DTC.
+
+
+
+
+
+
Brand
+
Founded
+
Positioning
+
Price Point
+
Weakness
+
+
+
+
+
Malbon Golf
+
2017
+
Streetwear meets golf, LA lifestyle
+
$80+ polos
+
Premium pricing, limited drops
+
+
+
Eastside Golf
+
2020
+
Culture-forward, HBCU roots, Jordan collab
+
$60-100+
+
Niche audience, limited SKUs
+
+
+
Bogey Boys
+
2021
+
Celebrity-driven (Macklemore), bold prints
+
$70-120
+
Celebrity-dependent, inconsistent
+
+
+
Metalwood Studio
+
2020
+
Retro graphic streetwear aesthetic
+
$40-80
+
Small, more streetwear than golf
+
+
+
🟢 That2ndGuy
+
2026
+
Accessible lifestyle golf — always in stock
+
$35-65
+
First-mover in accessible DTC lifestyle golf
+
+
+
+
+
+
+
🔓
+
No Mainstream DTC Player
+
All competitors use limited-drop streetwear model
+
+
+
💰
+
Price Gap at $35–65
+
Accessible + stylish — no one owns this range
+
+
+
📦
+
Always Available Model
+
Consistent supply beats hype-driven scarcity
+
+
+
+
+
+
+
+
The Brand
+
Why "That2ndGuy"?
+
Every foursome has one. He's not the best golfer — but he has the best time.
+
+
+
+
🏌️♂️
+
That2ndGuy
+
+ Not the scratch golfer. The one everyone wants to play with.
+
+
+ Shows up looking clean. Brings the energy. Tells the best stories.
+ Doesn't need a single-digit handicap to own the course.
+
+
+
+ Relatable > Aspirational
+
+
+ This is the golfer 90% of players actually are.
+
+
+
+
+
+
+
+
🏌️
+
+
On-Course Performance
+
Moisture-wicking, 4-way stretch fabrics. Course-appropriate styling that passes any dress code.
+
+
+
+
🔥
+
+
Off-Course Style
+
Designs you'd wear to brunch, the bar, or the office. Golf apparel that doesn't look like golf apparel.
+
+
+
+
💰
+
+
Accessible Pricing
+
$35–65 polos, $45–75 bottoms. Half the price of Malbon, twice the personality of Nike.
+
+
+
+
🎯
+
+
Target: 22–40 Recreational
+
Style-conscious, golfs 2–8x/month. Wants to look good without trying too hard.
+
+
+
+
+
+
+
+
+
+
Product Line
+
Phase 1 Launch Collection
+
15–20 SKUs across 5 core categories. On-course performance, off-course style.
Three phases to scale from launch to category leadership.
+
+
+
Phase 1
+
Launch
+
Months 1–6
+
+
DTC Shopify store at that2ndguy.com
+
15–20 SKUs across 4 categories
+
Pre-launch email list + social
+
Influencer seeding: golf creators
+
Pop-up at Topgolf / public course
+
+
+
+
Phase 2
+
Growth
+
Months 6–18
+
+
Content engine: course vlogs, branded series
+
"Second Guy Saturdays" community events
+
Wholesale: PGA Tour Superstore, pro shops
+
Brand collaborations & limited drops
+
Loyalty program launch
+
+
+
+
Phase 3
+
Scale
+
18+ Months
+
+
Amazon storefront
+
International: UK, Canada, Australia
+
Women's line extension
+
Corporate / event custom apparel
+
Multi-channel retail presence
+
+
+
+
+
+
+
+
Revenue Projections
+
Conservative Growth Model
+
Built on DTC fundamentals with multi-channel expansion.
+
+
+
Projected Revenue ($ Millions)
+
+
+
+
+
+
+
Year 1
+
DTC launch, influencer push
+
+
$250–500K
+
+
+
+
Year 2
+
Wholesale + repeat customers
+
+
$1–2M
+
+
+
+
Year 3
+
Multi-channel, women's line
+
+
$3–5M
+
+
+
+
Year 5
+
Category leader, international
+
+
$8–15M
+
+
+
+ Comparable: Vuori (athleisure) reached $4B valuation. Malbon Golf reportedly valued at $50M+. Golf lifestyle is a category waiting for its breakout brand.
+
+
+
+
+
+
+
+
+
+
Timing
+
Five Tailwinds Converging
+
The window is open. The category leader hasn't been crowned yet.
+
+
+
1
+
Record Participation
+
47.2M golfers. 6th consecutive year of growth in 18–34 demo. Reach up 30% since 2016.
+
+
+
2
+
Cultural Shift
+
Golf is cool. Travis Kelce, Steph Curry, Post Malone all play publicly. Gen Z embraces it as "old money" lifestyle.
+
+
+
3
+
Athleisure Crossover
+
Golf joggers and polos are now everyday wear. The line between course and casual is dissolving.
+
+
+
4
+
Media Validation
+
Hypebeast, GQ, Complex all covering golf fashion. The editorial establishment says golf is now fashion.
+
+
+
5
+
DTC Infrastructure
+
Shopify + social commerce + influencer marketing = lower launch costs than ever before.
+
+
+
+
+
+
+
The Ask
+
Seeking $250,000 Seed Investment
+
Capital to launch, build inventory, and capture market share in the fastest-growing golf demographic.
+
+
+
+
Use of Funds ($250K)
+
+
+
+
+
+
+
+ 📦
+
+
+
Inventory — 40% ($100K)
+
First production run across all categories
+
+
+
+
+ 📣
+
+
+
Marketing & Launch — 25% ($62.5K)
+
Influencer seeding, social ads, launch events
+
+
+
+
+ 🎨
+
+
+
Brand & Website — 15% ($37.5K)
+
Brand identity, Shopify build, photography
+
+
+
+
+ ⚙️
+
+
+
Operations & Working Capital — 20% ($50K)
+
Fulfillment setup, 3PL, buffer capital
+
+
+
+
+
+
+
+
+
+
Strategic Partnership
+
Why Valuetainment?
+
This isn't just an investment — it's a launch pad.
+
+
+
📢
+
Massive Audience Reach
+
Millions of entrepreneurs and business-minded consumers across YouTube, podcasts, and social media. Built-in distribution.
+
+
+
⭐
+
Brand Credibility
+
PBD's personal brand aligns perfectly — ambition, hustle, lifestyle, and looking sharp while doing it.
+
+
+
🎬
+
Content Amplification
+
Valuetainment channels provide instant content distribution that money alone can't buy. Day-one awareness at scale.
+
+
+
🧠
+
Business Mentorship
+
Proven track record of scaling ventures. Access to frameworks, strategy, and operator-level guidance.
+
+
+
🤝
+
Network Effects
+
Introductions to retail partners, manufacturers, influencers, and other portfolio brands. Compounding advantage.
+
+
+
⛳
+
Golf Culture Fit
+
PBD and the Valuetainment audience represent the exact aspirational-yet-relatable golfer That2ndGuy targets.
+
+
+
+
+
+
+
+
Summary
+
That2ndGuy
+
at a Glance
+
+
+
+
🎯
+
$4.8B
+
Market, 6%+ CAGR
+
+
+
👥
+
6.3M+
+
Target Demo & Growing
+
+
+
🏷️
+
$35–65
+
Accessible Pricing
+
+
+
💰
+
$250K
+
Seed Ask
+
+
+
📈
+
$3–5M
+
Year 3 Revenue
+
+
+
🔥
+
NOW
+
Once-in-a-Cycle Window
+
+
+
+
+
+ Golf's next generation needs a brand. That2ndGuy is it.
+
+
+ that2ndguy.com · Prepared for Valuetainment · January 2026
+