Vision to Matter / Investor Pitch
1 / 17
● Seed Round · Charlotte, NC · 2026
The Operating System
for Innovative Leaders
at Every Scale
for Innovative Leaders
at Every Scale
Identity → Strategy → Execution.
Powered by AI. Delivered by Humans. Built in Charlotte.
Powered by AI. Delivered by Humans. Built in Charlotte.
Company
Holistic Consulting Technologies
Product
Vision to Matter
Founders
Chris Short · Taylor Ketcham Short
HQ
Mooresville / Charlotte Metro, NC
←
→
arrow keys · swipe · or use the buttons below
The Product
Vision to Matter is a 9-phase operating system
for innovative leaders at every scale
for innovative leaders at every scale
A structured methodology — facilitated by humans, synthesized by AI — that takes any leader from identity to execution in 4–8 weeks.
The 9-Phase Framework
1
Being Human — self-knowledge, authentic leadership, non-negotiables
2
Vision — where you're going and why it matters
3
Ethos — your operating principles and brand DNA
4
North Star — the single clarifying filter for every decision
5
Ecosystem — stakeholders, partners, and relationships mapped
6
Strategy — goals, priorities, and resource allocation
7
Execution — 90-day tactical plan, kanban-ready
8
Narrative — your story, pitch, and legacy arc
9
Legacy — long-term impact, succession, and purpose
What You Walk Away With
27 structured deliverables — no templates, fully synthesized from your session
Live dashboard — deployed same day, phone + TV ready
90-Day Tactical Plan — actionable from day one
Investor Pitch Deck — built directly from your narrative
Ecosystem Map — every stakeholder and partner visualized
Three Ways to Engage
Vision to Matter Mini
$299 solo · $75/person
Vision to Matter Cohort
$2,499 – $3,999
Vision to Matter Journey
$5,999 – $9,999
The Window
Every leader feels it.
Most can't name it.
Most can't name it.
Three forces are colliding right now — creating a category that doesn't yet have a clear winner.
$91B
AI Consulting by 2035
Growing at 26.2% CAGR. Enterprises doubled AI spend in 2026. Most of it has no identity layer.
1.6×
Human-Centric Advantage
Tech-only AI approaches are 1.6× more likely to fail to exceed ROI expectations. (Deloitte, 2026)
$114B
Leadership Dev Market
2026 valuation, growing at 13.8% CAGR. Driven by demand for AI-led personalized coaching at scale.
"A former McKinsey consultant just launched a VC-backed 'Identity Platform' for leaders navigating AI disruption — validating the thesis Vision to Matter has already built and shipped."
— Recalibrate AI public launch announcement, 2026
The Problem
Innovative leaders at every level
are stuck in the same trap
are stuck in the same trap
The tools available to them either can't reach them, can't afford them, or skip the most important layer entirely.
Enterprise leaders have the budget. Not the clarity.
McKinsey charges $500K to tell them what to do. Nobody helps them figure out who they are first — so the strategy never sticks.
Mid-market founders need results in weeks. Not years.
Underserved by Big 4 (too slow, too expensive) and over-served by generic SaaS tools that have no human layer and no framework.
Small business owners are completely on their own.
58,000+ in Charlotte metro alone. Purpose-driven, innovative, and building something that matters — with nothing purpose-built to help them.
One pattern across all of them: They know something is off. They've tried the tactics. Nobody starts with who they actually are.
The Insight · Our IP Moat
Strategy without self-knowledge is
the most expensive mistake in business
the most expensive mistake in business
Every competitor starts at strategy. Vision to Matter starts at identity. That sequence is everything.
1
Being Human
2
Vision
3
Ethos
4
North Star
5–9
Strategy & Exec
"When founders know who they are, strategy becomes obvious. AI makes it scalable."
Where competitors start
Phase 4 → Strategy
Market analysis, OKRs, go-to-market. Useful. But built on an unknown foundation.
Where Vision to Matter starts
Phase 1 → Identity
Self-knowledge, authentic leadership, non-negotiable values. Everything downstream is built on bedrock.
The Solution
One framework. Three modes.
Every innovative leader.
Every innovative leader.
Human facilitation at the core. AI synthesis at scale. A working product on day one.
Vision to Matter Mini
1–2 hr · Groups up to 100 · Corporate events & innovation days
$75/person · $4,500 flat event · $299 solo
Low-friction entry · High conversion
▼
Vision to Matter Cohort
2 sessions + integration week · Teams & founder groups
$2,499 (≤10) · $3,999 (≤20)
2 weeks to clarity
▼
Vision to Matter Journey
Full 9-phase · 4–8 weeks · Founders, leadership teams, enterprise divisions
$5,999 (4-wk) · $9,999 (8-wk)
27 deliverables · Live dashboard
▼
Enterprise Custom
Division-wide · All-hands · Multi-team deployments
Custom · from $25K
Logo client path
▼
Quarterly VTM Rhythm
Recurring check-in · Existing clients · Available now
$2,400–$3,600 / quarter
New transcript · Updated dashboard · Compounding LTV
Human Layer
Live facilitation you cannot automate. The in-room experience is the moat.
AI Layer
Claude synthesizes session → 27 deliverables → live dashboard. Same day. No templates.
Technology Layer
React dashboard, phone + TV display. Client leaves with a product, not a promise.
The Product
The only consulting product that deploys
a live dashboard the day of the session
a live dashboard the day of the session
27 structured deliverables — from Holistic Leadership Assessment to Investor Pitch Deck to Legacy Plan
90-Day Tactical Plan — Now/Next/Later kanban, ready to execute
Ecosystem map — full stakeholder and partnership network visualized
Narrative arc — CoreTension → Your Story → Phase-by-phase insights
Phone + large-screen display — works at an all-hands or on an executive's phone
"This is not a consulting firm with a slide deck. It's a consulting firm with a product."
Live client dashboard — deployed same day as session
Proprietary AI Architecture
Voice-to-Text Ingestion
Live session transcript → structured input layer
↓
Orchestrator + Memory System
Multi-layer context — session, client history, phase state
↓
25+ Proprietary Claude Skills
Each skill maps to a VTM phase — not replicable by pasting a transcript into Claude
↓
Phase-Based Deliverable Generation → Microsite Render
27 deliverables generated + live dashboard deployed — same day
Market Opportunity
We're not targeting small business.
We're targeting clarity-hungry innovators at every scale.
We're targeting clarity-hungry innovators at every scale.
TAM — Total Addressable
$114B
Global Leadership Development
13.8% CAGR · AI-led growth driving demand
SAM — Serviceable
$3.2B
SE US Mid-Market + Corporate Innovation
Companies 10–5K employees seeking AI-integrated strategy
SOM — 3-Year Target
$12M
Reachable via Facilitation + Licensing
150 enterprise accounts · 500 cohorts · certified facilitator network
Charlotte SAM — The Proof of Concept
19 Fortune 1000 companies headquartered in Charlotte metro
58,000+ small businesses in Mecklenburg County
Truist, BofA, Duke Energy — active corporate innovation programs
$1.4B raised in NC startup funding (2025)
The Pearl · gBETA · Queen City Angels · Charlotte Angel Fund
The White Space
Mid-market firms ($10M–$500M) need results in 4–12 weeks. The Big 4 is too slow and too expensive. Generic SaaS has no human layer.
McKinsey entry price$500K+
Vision to Matter Journey max$9,999
Mid-market ideal timeline4–12 weeks
Vision to Matter Journey timeline4–8 weeks ✓
Competitive Landscape
Everyone else picks a lane.
Vision to Matter is the only player across all three.
Vision to Matter is the only player across all three.
HUMAN DEPTH
NO HUMAN DEPTH
NO AI
AI-NATIVE
EOS
Scaling Up
StoryBrand
McKinsey
IDEO
Deloitte
BetterUp
CoachHub
Vision to Matter ★
| Competitor | Miss |
|---|---|
| McKinsey / Deloitte | $500K entry · no mid-market · no identity layer |
| IDEO / Design firms | No AI delivery · no 27-deliverable output |
| BetterUp / CoachHub | No facilitation · no strategy · no deliverables |
| EOS / Traction | Operations framework only · no identity or AI layer |
| Scaling Up | Growth playbook · no purpose work · no AI pipeline |
| StoryBrand | Marketing clarity only · no strategy · no deliverables |
| Generic AI tools | No framework · no human judgment · no synthesis |
| Local boutiques | No technology layer · no scalable product |
| Recalibrate AI | VC-backed McKinsey alum — same thesis, no working product yet |
Vision to Matter is the only option that is simultaneously human-facilitated, AI-powered, framework-driven, and deliverable-producing.
Traction
Not a concept.
A working system with paying clients.
A working system with paying clients.
$150K+
Total Revenue — VTM Engagements
$15K
Tech Product Revenue — AI Dashboard
✓
Full 9-phase framework designed & documented
✓
27-deliverable AI pipeline producing client output
★
Multiple paying clients — Charlotte metro & beyond
Walter P Moore · Orion Growth · Davidson Engineering · Mindworx
✓
Vision to Matter Cohort validated as enterprise-ready entry point
The Team
Two builders.
One owns the methodology. One owns the machine.
One owns the methodology. One owns the machine.
Chris Short
Co-Founder · CTO
12+ yrs enterprise PM/PO
$1.2M documented savings
0-downtime 36-mo cloud migration
Claude Code architect
Built the entire AI delivery pipeline — orchestrator, 25+ proprietary Claude skills, memory system, multi-layer context architecture, and the microsite rendering engine that produces all 27 deliverables. Every session runs on infrastructure he designed and built.
Taylor Ketcham Short, MA
Co-Founder · CEO
Davidson College BA
Wake Forest MA
VTM methodology owner
Serial entrepreneur
Created and owns the Vision to Matter framework. Runs every client engagement. Manages sales, marketing, and brand. Deep Charlotte/Lake Norman network built through Elemental Lacrosse and Freedom LKN — the relationship capital that opens enterprise doors.
Together: methodology × machine — the combination that makes Vision to Matter impossible to replicate without rebuilding both halves.
Business Model
Three revenue streams.
One client relationship. Compounding LTV.
One client relationship. Compounding LTV.
Stream 1 — Facilitated Engagements
High-margin, immediate
Mini: $1,800 avg/event (24 ppl)
Cohort: $2,800 avg
Journey: $7,500 avg
Enterprise: custom from $25K
Cohort: $2,800 avg
Journey: $7,500 avg
Enterprise: custom from $25K
~75–80% margin
$318K yr-1 target
Stream 2 — Vision to Matter Add-On Services
Recurring, attached
Results-only synthesis: $1,200/session
(record any meeting → dashboard, no facilitation)
Dashboard hosting & refresh: $350/mo
Quarterly re-synthesis: new transcript, updated dashboard
(record any meeting → dashboard, no facilitation)
Dashboard hosting & refresh: $350/mo
Quarterly re-synthesis: new transcript, updated dashboard
LTV multiplier
$128K yr-1 target
Stream 3 — Platform Licensing
Scale path (Yr 2+)
Vision to Matter Certified Coach license: $2,400/yr
Accelerator white-label pilot: $3,500/mo
B2B SaaS: usage-based per session / seat
Accelerator white-label pilot: $3,500/mo
B2B SaaS: usage-based per session / seat
High-multiple business
$33K yr-1 (conservative)
LTV Funnel — Single Client Journey
Mini Event
~$900
~$900
→
Cohort
$2,500
$2,500
→
Journey
$7,500
$7,500
→
Results-Only
$1,200/session
$1,200/session
→
Quarterly VTM
$3K / qtr
$3K / qtr
=
LTV
$25K–$40K / yr
$25K–$40K / yr
Blended CAC ~$1,440 · First-transaction return 2.4× before any upsell
Go-to-Market
Charlotte first. Southeast next.
National platform by year three.
National platform by year three.
Phase 1 · Now–12 Months
Charlotte
Build the reference clients. Anchor the brand.
- Target: Truist, BofA, Duke Energy, Atrium Health innovation leads
- Entry: Vision to Matter Mini at corporate events & innovation days
- Channels: Charlotte Angel Fund, Queen City Angels, Innovate Charlotte, gBETA, The Pearl
- Goal: 50+ engagements · 3+ enterprise logos · $612K revenue run rate by mo 12
Phase 2 · 12–24 Months
Southeast
Raleigh, Atlanta, Nashville. Same playbook.
- Hire 2 certified Vision to Matter facilitators per market
- Partner with regional accelerators and university innovation programs
- Mini as event entry → Journey conversion
- Goal: $2M+ revenue run rate · Regional brand recognition
Phase 3 · 24–36 Months
National Platform
Licensing, SaaS, and proprietary AI — the multiplier.
- Proprietary VTM fine-tuned model — runs all 9 phases natively, compounds with every engagement
- Client-owned AI data layer — clients point their own AI at their VTM output; clarity answers in their own framework
- License framework to independent coaches and HR consultancies
- White-label dashboard for accelerators, incubators, L&D platforms
- Goal: $5M+ revenue run rate · Platform licensing revenue > services revenue
The enterprise unlock: Vision to Matter Mini is a corporate event product. One door at Truist's Innovation Center = a Mini at their next all-hands = an org-wide Journey engagement. Low risk for them. Transformational conversion for us.
Operational Reality
Here's the honest picture —
and why now is the right time.
and why now is the right time.
Already Built — No Funding Required
✓Full AI synthesis pipeline
✓27-deliverable framework
✓Live dashboard product
✓Proven facilitation methodology
Capacity Progression — How We Hit $51K/Month
Mo 1–3
Founders only — 8–12 engagements/month · ~$18K–28K/mo
Mo 3+
BD hire surfaces pipeline · 12–18 engagements/month · founders close, BD qualifies
Mo 6+
First certified facilitator · 20–25 engagements/month · $51K/mo run rate unlocked
The raise buys the capacity increase. Without it, we cap at founder bandwidth. With it, the Month 12 target is achievable.
$750K Deployment — 18-Month Runway
Founder salaries (2 × $5K/mo)
24%
BD hire ($6.5K/mo)
16%
Product hardening (dashboard v2)
16%
Marketing & content
10%
Facilitator certification program
6%
Ops, legal & IP
5%
Reserve / buffer
23%
The Ask
$750,000 — 18 months to
$500K revenue run rate and Series A readiness
$500K revenue run rate and Series A readiness
Round Details
Amount
$750,000
Instrument
SAFE · $4.5M valuation cap
Dilution
~15–17% · founders retain 83%+
Structure
6–10 local angels · $50K–$150K checks
Target investors
Charlotte Angel Fund · QC Angels · BofA Breakthrough Lab
"We're not asking you to bet on an idea. The product works, it's deployed, and it has multiple paying clients today. We're asking you to fund the go-to-market that takes a working system to market scale."
$500K Revenue Run Rate — How We Get There
| Month | Engagements | Add-Ons | Licensing | Monthly |
|---|---|---|---|---|
| 1–2 | $8,000 | — | — | $8,000 |
| 3–4 | $16,000 | $2,400 | — | $18,400 |
| 5–6 | $22,000 | $5,000 | — | $27,000 |
| 7–8 | $28,000 | $8,000 | — | $36,000 |
| 9–10 | $30,000 | $11,000 | $3,500 | $44,500 |
| 11–12 | $32,350 | $14,200 | $4,500 | $51,050 |
$612K
Mo-12 Revenue Run Rate
2.4×
First-transaction LTV/CAC
Mo 11
$500K Run Rate crossed
Series A Readiness — 3 Gates
1
$500K+ monthly revenue run rate sustained for 2+ months
2
20+ enterprise clients served with documented outcomes
3
3+ licensed facilitators operational — delivery no longer founder-dependent
The Platform Play
One session. Then a subscription.
Then a platform that compounds without us.
Then a platform that compounds without us.
NOW · Active
Services
$612K run rate
· Consulting delivery pipeline
· 27 deliverables · same-day dashboard
· Quarterly VTM available today
YEAR 2 · Building
Recurring
$2M ARR base
· Quarterly VTM rhythm — default expectation
· Dashboard becomes living document
· Certified facilitator network scaling
YEAR 3 · Platform
Platform
$5M+ licensing
· Proprietary VTM model — all 9 phases
· Client AI data layer — VTM as their lens
· White-label · B2B SaaS · L&D platforms
Every engagement trains the model. Every quarterly session deepens the client's data layer.
The longer a client stays, the less replicable their Vision to Matter output becomes.
The longer a client stays, the less replicable their Vision to Matter output becomes.
200
New clients / yr by Year 2
$3K
Avg quarterly recurring / retained client
$2M+
ARR from renewals alone — before new clients
Services prove the model. Recurring proves the value. Platform proves the scale.
The Close
Charlotte built the banks.
Charlotte can build the operating system
for the next generation of leaders.
Charlotte can build the operating system
for the next generation of leaders.
19 Fortune 1000 companies. 58,000 small businesses. One of the fastest-growing innovation ecosystems in the Southeast. The leaders in those organizations are navigating AI disruption, identity uncertainty, and strategic fog — simultaneously.
Vision to Matter is the only product that resolves all three.
On the same day. With deliverables they can actually use.
On the same day. With deliverables they can actually use.
Book a Discovery Call
30 minutes — no pressure →
Better Yet
Let us run a Vision to Matter Mini for your portfolio companies — experience the product before you invest.
Holistic Consulting Technologies · Mooresville / Charlotte, NC
www.holisticconsulting.tech
www.holisticconsulting.tech