# That2ndGuy — Investor Pitch Deck ### Golf Lifestyle Apparel for the Next Generation **Prepared for Valuetainment / Patrick Bet-David** --- ## Slide 1: Title **That2ndGuy** *Golf Lifestyle Apparel — Where the Course Meets Culture* - Domain: that2ndguy.com - Tagline suggestion: "Play Different. Look Better." --- ## Slide 2: The Problem ### Golf's Image Problem Is a $5B Opportunity - Golf has long been seen as **exclusive, expensive, and old-fashioned** — a sport for country club elders in pleated khakis - The traditional golf apparel market is dominated by **legacy brands** (Nike, Adidas, Callaway, Greg Norman) that design for a 55+ demographic - **47.2 million Americans** now play golf (2024, National Golf Foundation) — the most ever recorded - But the **fastest-growing segment** (18–34-year-olds) can't find apparel that reflects who they are - Young golfers want to look like themselves on the course, not like their dads > "The culture of golf is changing faster than the brands." — Lightspeed Golf Report 2025 --- ## Slide 3: The Market Opportunity ### A $4.8B Market Growing at 6%+ CAGR | Metric | Value | Source | |--------|-------|--------| | Golf Apparel Market (2025) | **$4.77–$4.83 Billion** | Maximize Market Research / Global Growth Insights | | Projected Market (2032) | **$7.3–$12.3 Billion** | Multiple analyst reports | | CAGR (2025–2032) | **5.5–6.3%** | Industry consensus | | Golf Equipment Market (2025) | **$9.2–$17.2 Billion** | Mordor Intelligence / Persistence MR | | US Golf Participants (2024) | **47.2 Million** | National Golf Foundation | | 18–34 On-Course Players | **6.3 Million** (largest age group) | NGF / Intermountain Golf | **Key insight:** The total addressable market for golf apparel is nearly **$5B** and growing. The lifestyle/streetwear segment within that is the **fastest-growing sub-category**, driven entirely by younger demographics. --- ## Slide 4: The Demographic Shift ### Golf's New Player Base Is Young, Diverse, and Style-Conscious **Participation growth:** - 18–34 age group has grown for **6 consecutive years** (2019–2024) - Now the **largest demographic** of on-course golfers at 6.3M - 5.4M people aged 18–34 participate in **off-course golf** (simulators, Topgolf, etc.) **What motivates them:** - **51% of Gen Z** play golf for **mental health and self-care** (Lightspeed 2025) - **84% of Millennials** are interested in **solo rounds** - They view golf as a lifestyle, not just a sport - They spend on **experiences + identity** — apparel is part of their personal brand **The gap:** Legacy brands serve performance. Nobody is owning the **culture + style** space at scale. --- ## Slide 5: Competitive Landscape ### The Market Is Validating the Thesis — But No One Has Won Yet | Brand | Founded | Positioning | Weakness | |-------|---------|-------------|----------| | **Malbon Golf** | 2017 | Streetwear meets golf, LA lifestyle | Premium pricing ($80+ polos), limited drops | | **Eastside Golf** | 2020 | Black-owned, culture-forward, HBCU roots | Niche audience, limited product range | | **Bogey Boys** | 2021 | Macklemore's brand, bold prints | Celebrity-dependent, inconsistent drops | | **Metalwood Studio** | 2020 | Graphic-heavy, retro streetwear aesthetic | Small, niche, more streetwear than golf | | **Students Golf** | 2021 | Youth-focused, clean minimalism | Very small, limited distribution | **What they prove:** The market exists and is hungry. GQ, Hypebeast, and Complex all cover golf fashion now. **What That2ndGuy can exploit:** - None of these brands have **scaled to mainstream DTC** - Most rely on **limited drops** (streetwear model) — not sustainable apparel retail - No brand has bridged the gap between **accessible price point + lifestyle credibility + consistent supply** - Room for a brand that is **always available, always fresh, and priced for the everyday golfer** --- ## Slide 6: The Solution — That2ndGuy ### Golf Apparel That Doesn't Take Itself Too Seriously **Brand DNA:** - 🏌️ **On-course performance** — moisture-wicking, stretch fabrics, course-appropriate - 🔥 **Off-course style** — designs you'd wear to brunch, the bar, or the office - 💰 **Accessible pricing** — $35–65 polos, $45–75 bottoms (vs. $80+ at Malbon) - 🎯 **Target demo** — 22–40, style-conscious, golfs recreationally (2–8x/month) **Product Line (Phase 1):** - Performance polos (classic + bold prints) - Golf joggers / slim pants - Quarter-zips and pullovers - Headwear (snapbacks, bucket hats) - Accessories (gloves, towels, ball markers) **Brand Voice:** Confident, fun, irreverent. You're the second guy in the group — not the scratch golfer, but the one everyone wants to play with. --- ## Slide 7: Why "That2ndGuy"? ### Brand Positioning That Resonates Every foursome has one: - The guy who's **not the best golfer** but has the **best time** - 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 most people actually are This positioning **immediately differentiates** from: - Nike/Adidas (performance-first, pro athlete aspiration) - Malbon/Eastside (streetwear credibility, limited access) - Legacy brands (country club traditionalism) **That2ndGuy is for the 90% of golfers** who play for fun, not for score. --- ## Slide 8: Go-to-Market Strategy ### DTC-First, Community-Driven **Phase 1 — Launch (Months 1–6):** - DTC Shopify store at that2ndguy.com - Launch collection: 15–20 SKUs across 4 categories - Pre-launch email list + social community - Influencer seeding: golf content creators, lifestyle accounts - Launch event: Pop-up at a public course or Topgolf venue **Phase 2 — Growth (Months 6–18):** - Content engine: course vlogs, "That2ndGuy" series, behind-the-scenes - Community: "Second Guy Saturdays" — branded tee time events - Wholesale: select pro shops, golf retail (PGA Tour Superstore, etc.) - Collaborations: limited drops with complementary brands **Phase 3 — Scale (18+ months):** - Amazon storefront - International expansion (UK, Canada, Australia — strong golf markets) - Women's line extension - Corporate/event custom apparel --- ## Slide 9: Revenue Projections ### Conservative Growth Model | Year | Revenue | Key Drivers | |------|---------|-------------| | Year 1 | **$250K–$500K** | DTC launch, 15–20 SKUs, influencer push | | Year 2 | **$1M–$2M** | Repeat customers, wholesale partnerships, expanded line | | Year 3 | **$3M–$5M** | Multi-channel (DTC + retail + Amazon), women's line, events | | Year 5 | **$8M–$15M** | Category leader in lifestyle golf, international | **Unit Economics (Target):** - Average order value: $85–$120 - Gross margin: 60–65% (DTC), 40–45% (wholesale) - Customer acquisition cost: $25–$35 (social/influencer-driven) - LTV:CAC ratio: 3:1+ by Year 2 **Comparable exits:** - Malbon Golf reportedly valued at **$50M+** (private, limited info) - Vuori (athleisure) reached **$4B valuation** in 2022 - Golf lifestyle is a category waiting for its Vuori moment --- ## Slide 10: Why Now? ### Five Tailwinds Converging 1. **Record participation** — 47.2M golfers, 6th consecutive year of growth in 18–34 demo 2. **Cultural shift** — Golf is now cool. Travis Kelce, Steph Curry, Post Malone all play publicly 3. **Athleisure crossover** — Golf apparel is becoming everyday wear (joggers, polos as casual wear) 4. **Media validation** — Hypebeast, GQ, Complex all covering golf fashion regularly 5. **DTC infrastructure** — Shopify, social commerce, and influencer marketing make launch cheaper than ever The window is open. Legacy brands are slow to adapt. Streetwear golf brands haven't scaled. **The category leader hasn't been crowned yet.** --- ## Slide 11: The Ask ### What We Need to Win **Seeking: $250,000 seed investment** | Use of Funds | Allocation | |-------------|-----------| | Inventory (first production run) | 40% ($100K) | | Brand & website development | 15% ($37.5K) | | Marketing & influencer launch | 25% ($62.5K) | | Operations & fulfillment setup | 10% ($25K) | | Working capital | 10% ($25K) | **What investors get:** - Equity stake (terms negotiable) - Entry into a **$5B+ growing market** at the ground floor - A brand positioned to capture the **largest and fastest-growing golf demographic** - Team with vision and execution ability --- ## Slide 12: Why Valuetainment? ### Strategic Partnership, Not Just Capital Patrick Bet-David and Valuetainment bring: - **Massive audience reach** — millions of entrepreneurs and business-minded consumers - **Brand credibility** — PBD's personal brand aligns with ambition, hustle, and lifestyle - **Content amplification** — built-in distribution through Valuetainment channels - **Business mentorship** — proven track record of scaling ventures - **Network effects** — introductions to retail, manufacturing, and other portfolio brands This isn't just an investment — it's a **launch pad**. --- ## Slide 13: Summary ### That2ndGuy at a Glance - 🎯 **Market:** $4.8B golf apparel, growing 6%+ annually - 👥 **Target:** 22–40 year old recreational golfers (6.3M+ and growing) - 🏷️ **Position:** Accessible lifestyle golf apparel — performance meets personality - 💰 **Ask:** $250K seed to launch DTC and capture market share - 📈 **Goal:** $3–5M revenue by Year 3, category leadership - 🔥 **Why now:** Record participation + cultural shift + no dominant lifestyle brand = once-in-a-cycle opportunity **Golf's next generation needs a brand. That2ndGuy is it.** --- ## Appendix: Research Sources 1. National Golf Foundation — 2025 Golf Participation Report (47.2M participants, 2024 data) 2. Lightspeed Commerce — 2025 Golf Industry Trends (700+ golfer survey, Gen Z/Millennial insights) 3. Maximize Market Research — Golf Apparel Market Report ($4.77B in 2025, 6.2% CAGR to 2032) 4. Global Growth Insights — Golf Apparel Market ($4.83B in 2025, $7.4B by 2033) 5. Persistence Market Research — Golf Apparel Market ($12.3B by 2032, 5.5% CAGR) 6. Mordor Intelligence — Golf Equipment Market ($9.24B in 2025) 7. Hypebeast — "Golf Excites New Generation with Streetwear-Minded Fashion Brands" (2023) 8. Complex — "Golf Brands for Streetwear Fans" (2024) 9. GQ — "Best Golf Clothing Brands Changing the Game" (2025) 10. Intermountain Golf — Young Golfers Revolution (6.3M on-course players aged 18–34) --- *Prepared by Hammer — January 29, 2026*