Chapter 10·7 min read

Investment Opportunity

A Dual-Track Framework Anchoring Equity and Tokens to a Single Valuation

10.1 Dual-Track Framework

twin3 is building the network where verified humans become discoverable, callable, and rewardable by AI agents. We are in the MVP-to-Launch transition: early revenue is live (subscription and KYA Verify; the Exchange launches in Phase 2), and this round funds the path from working product to broader launch.

twin3 offers a fully transparent dual-track investment framework, designed to accommodate both traditional equity investors (SAFE) and crypto-native funds (SAFT). The equity (SAFE) track is the active raise; the token (SAFT) track is optional and deferred. The core innovation is the Pricing Bridge: it permanently eliminates the valuation disconnect between the company and its token.

TRACK A

Equity (SAFE)

For strategic investors seeking long-term exposure to company revenue dividends and potential M&A exit. Traditional venture structure.

TRACK B

Token (SAFT) — Optional

Optional, deferred track for strategic and crypto-native investors. The token is not required for the MVP; a TGE is targeted only after roughly 500K SBTs and clearer traction, with no fixed date. Equity (Track A) is the active raise.

FUNDING STATUS

10.2 Funding Status

twin3 has $400K confirmed strategic SAFE commitments. Our canonical strategic investors are Stockfeel, GTMC, and Core AI.

STRATEGIC ROUND
Confirmed (strategic SAFE):$400K
Stockfeel — first tranche (confirmed):$200K / 2%
Stockfeel — staged term sheet (up to):$500K / 5%
Stockfeel — milestone follow-on:$300K / 3%
Strategic commitments (up to, incl. follow-on):$700K
Strategic round remaining:$1.1M ($800K if Stockfeel follow-on completes)
PRICING BRIDGE

10.3 The Pricing Bridge Logic

The holding company directly holds 100% of the Team Pool, strictly defined in the smart contract tokenomics as 250,000,000 $twin3 tokens (25% of the 1B total supply).

Because the equity valuation is anchored at a $10,000,000 Post-Money Cap, the implied value of the tokens held by the company defines the reference SAFT entry price if and when the optional token track is activated:

CALCULATION
Equity Valuation:$10,000,000
Divided by Team Pool tokens:250,000,000
Token Price:Set at TGE
Post-Money Cap$0M
Team Pool0MTokens

This ensures that an investor buying equity at the $10M cap, and — should the optional token track be activated — an investor entering the token track later, would do so at the exact same proportional cost basis. No invisible dilution, no misaligned incentives.

SIDE-BY-SIDE COMPARISON

10.4 Side-by-Side Comparison

FeatureTrack A — Equity (SAFE)Track B — Token (SAFT)
InstrumentPost-Money SAFEToken Purchase Agreement (SAFT)
Valuation BasisUSD $10M Post-Money CapSet at TGE (same basis)
UpsideRevenue dividend + M&A exitToken appreciation + staking
LiquidityIlliquid until exit eventPost-TGE market liquidity
GovernanceBoard / shareholder rightsOn-chain governance via staking
Risk ProfileLower risk, longer horizonHigher risk, earlier liquidity