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Angel Round · Q2/Q3 2026 · SAFE Note

Coaching culture isn't
a soft skill.
It's infrastructure.

Lotic Systems is building the practice layer that leadership development has always been missing — a published methodology, an AI coaching platform, and an organizational consulting practice that compound into each other.

$366B
Addressable Market
50%
Industry Failure Rate
Live
Paying Subscribers · Day One
$500K
Angel Round · Open Now
$2M
Year 2 Revenue Target

The Opportunity

A $366B industry that knows it's failing — and keeps funding the same approach.

Leadership development is the most consistently under-delivered promise in business. The problem isn't awareness. It's the absence of a practice infrastructure.

The Problem

Knowledge walks out of the training room and never comes back.

Organizations spend billions each year on leadership training. Workshops. Retreats. Certifications. And within 30 days, the behavior doesn't change. The reason is structural: there is no infrastructure for practice.

$366B spent annually on leadership development globally
50% failure rate — behavior doesn't change after training
29% of employees trust their manager — down from 46% in two years

The Solution

The Ripple Leadership System™ — a coaching culture ecosystem, not a training event.

Lotic Systems built a three-layer ecosystem where each component feeds the next: a published book establishes the philosophy, RippleIQ delivers daily AI-powered practice, and organizational consulting architects culture-wide change.

📘 Book — the philosophy. Published March 2026, Business Expert Press. Every reader is a warm product lead.
RippleIQ — daily practice. AI coaching platform, live with paying subscribers. $29.99/mo. No procurement required.
🏗️ Consulting — the architecture. $25K–$50K engagements. Book bundled into every contract.

The Business Model

One reader becomes an enterprise relationship.

Every audience entry point feeds the next. The book is not a passive royalty — it's a paid lead generation channel that seeds every other revenue stream.

📘
Book Buyer
Any leader, anywhere. $25–$30/copy.
2,000 target Year 1
📱
RippleIQ Trial
Free session → no account needed.
15–20% of buyers
💳
Paying Subscriber
$29.99/mo · unlimited coaching.
20% trial → paid
👥
Team License
$199/mo · manager + direct reports.
3–5 pilots Year 1
🏢
Enterprise + Consulting
$25K–$100K/yr + $25K–$50K engagements.
4–6 per year

The Investment

$1M in two structured rounds,
tied to traction milestones.

Raising capital when momentum is provable — not before. Each round is sized to what the data justifies at that stage.

Open Now
$250K – $500K
Angel Round · SAFE Note · Q2/Q3 2026
Next
$500K – $750K
Seed Round · Q4 2026 / Q1 2027 · Following $50K+ MRR
Year 1 Revenue Target
$700K – $1.2M
Angel round closed + bundled book model active
Year 2 Revenue Target
$1.8M – $2.7M
Enterprise deployed + seed round executed
How the $1M is deployed:
Enterprise Product Development 35% · $350K
Fractional engineers via Toptal/Arc.dev, directed by CPO. SOC 2, API integrations, enterprise dashboard.
Sales & Marketing 25% · $250K
First enterprise sales hire, paid acquisition, conference presence, PR amplification.
Product Operations 15% · $150K
DevOps, infrastructure scaling, customer success for enterprise onboarding.
Founder Compensation 15% · $150K
Sustainable salary for both founders — focus and retention.
Legal, IP & Reserve 10% · $100K
IP protection, entity structure, contracts, contingency buffer.

The Founding Team

Two founders. One owns the market.
One owns the product.

The combination investors look for: deep domain expertise meeting technical product execution — built around a problem both founders have lived firsthand.

KL
Kimberly Lee, SPHR
CEO & Founder

20+ years of HR executive leadership across Fortune 500, PE-backed SaaS, healthcare, and civil engineering. SPHR-credentialed. Published author of Building a Coaching Culture: The Ripple Effect (Business Expert Press, 2026). Creator of the Ripple Leadership System™. Regional Leader and Faculty at Hacking HR — a community of 20,000+ HR professionals.

SPHR Published Author Fortune 500 HR PE-Backed SaaS Hacking HR Faculty Go-to-Market
"Coaching culture isn't a soft skill. It's infrastructure. I've spent 20 years watching organizations invest in knowledge and skip the practice layer entirely."
TL
Trever Lee
Co-Founder & Chief Product Officer

Senior Product Manager with deep enterprise technology experience. Leads product roadmap, technical architecture, and engineering execution for both RippleIQ B2C and the enterprise platform. Brings the operational and technical rigor to build what the market strategy requires — translating Kim's methodology into scalable product infrastructure.

Senior PM Enterprise Architecture Product Roadmap Engineering Leadership Technical Execution
"The product architecture is designed to prove the B2C model first, then layer enterprise on top of a proven foundation — capital discipline over premature scale."
"

Leadership development is a $366 billion industry with a well-documented failure rate. Organizations invest heavily in training — and most of it doesn't change behavior. The reason isn't a lack of knowledge. It's a lack of practice infrastructure. I've spent 20+ years in HR watching this pattern. I wrote a book on the philosophy, built an AI-powered coaching tool that makes daily practice accessible to every leader at every level, and my co-founder is leading the enterprise platform build. We are raising $500K in our angel round to fund enterprise development and the first engineering hire.

— Kimberly Lee, SPHR · CEO & Founder, Lotic Systems

Request a Meeting

Let's talk about the opportunity.

We're having conversations with former CHROs, HR tech operators, edtech investors, and future-of-work believers. If that's you — or if you know someone it should be — we'd love to connect.

🟢 Currently Raising

Angel Round · $250K – $500K

SAFE note · Q2/Q3 2026 · Seed round to follow at $50K+ MRR