From ca37b9893e08966f9664bd2ff90bc4fac9c7dd9c Mon Sep 17 00:00:00 2001 From: Hammer Date: Thu, 29 Jan 2026 16:40:46 +0000 Subject: [PATCH] feat: add visual HTML pitch deck for That2ndGuy with charts and graphs --- memory/2026-01-29.md | 16 + nkode-rs | 2 +- notes | 2 +- projects/that2ndguy-pitch/pitch-deck.html | 1305 +++++++++++++++++++++ 4 files changed, 1323 insertions(+), 2 deletions(-) create mode 100644 projects/that2ndguy-pitch/pitch-deck.html 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.
+
+
+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
BrandFoundedPositioningPrice PointWeakness
Malbon Golf2017Streetwear meets golf, LA lifestyle$80+ polosPremium pricing, limited drops
Eastside Golf2020Culture-forward, HBCU roots, Jordan collab$60-100+Niche audience, limited SKUs
Bogey Boys2021Celebrity-driven (Macklemore), bold prints$70-120Celebrity-dependent, inconsistent
Metalwood Studio2020Retro graphic streetwear aesthetic$40-80Small, more streetwear than golf
🟢 That2ndGuy2026Accessible lifestyle golf — always in stock$35-65First-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.
+
+
+
+
👕
+

Performance Polos

+
$35–$65
+

Classic & bold prints. Moisture-wicking stretch fabric.

+
+
+
👖
+

Golf Joggers & Pants

+
$45–$75
+

Slim-fit comfort. Course to cocktails.

+
+
+
🧥
+

Quarter-Zips

+
$55–$80
+

Layering essentials. Clean lines, modern fit.

+
+
+
🧢
+

Headwear

+
$25–$40
+

Snapbacks, bucket hats. Statement pieces.

+
+
+
🧤
+

Accessories

+
$12–$30
+

Gloves, towels, ball markers. Brand touchpoints.

+
+
+
+
+
$85–$120
+
Avg Order Value
+
+
+
60–65%
+
Gross Margin (DTC)
+
+
+
3:1+
+
LTV:CAC by Year 2
+
+
+
+
+ + +
+
Go-to-Market Strategy
+
DTC-First, Community-Driven
+
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 +
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