A soft-gated preview of what serious investors get before committing capital. Ten folders. Public summaries, NDA-gated financials, anchor-only office hours. Built the way a modern data room should be — organized, honest, and fast to skim.
A public visitor gets the story and the strategy. A signed-NDA investor gets the numbers and the paper. An anchor gets the founder's calendar. Every folder in the room maps to one of these three tiers.
The room is structured to mirror how a venture partner or accredited operator reads a company — executive layer first, then product, then business, then the paper. Green tags are public. Grey tags need NDA. Blue tags are anchor-tier.
The one-page thesis, the problem, the wedge, and the ask. Public.
Concierge workflow, member experience, screenshots, and short demo clips.
Four revenue lines, pricing tiers, and margin structure at a summary level.
Full 5-year model, unit economics, and pro-forma cap table. NDA required.
Founder bio, current hires, advisor council, and the hiring roadmap through Q4.
Draft Form C, Subscription Agreement, SAFE, Certificate of Incorporation, and IP assignments.
Category sizing, waitlist signal, partner LOIs, and third-party industry research.
The honest register: what could go wrong, and the specific playbook against each risk.
Live Q&A log, custom analyses answered on request, and anchor-only memos.
Comparables, strategic acquirer map, and the profitable-independent alternative.
Below is a preview of what lives in each folder, in order. Public folders link to the actual documents. Gated folders link to the NDA request. Anchor folders link to the intro-call form.
The room opens with the one-page thesis: Marqee is a Career Concierge platform where a real person runs the job search on the member's behalf. Members do not swipe on jobs; they hire a strategist. The executive summary explains why the industry has been structurally optimized for the wrong customer (the recruiter, not the candidate), why an owner-operated model beats an ad-funded feed, and why the moment for a category-defining career platform is now. The summary closes with the ask, the raise structure, and the milestones tied to each tranche. A downloadable one-pager is attached for forwarding to LPs or co-investors.
This folder walks through the concierge workflow from onboarding to placement. It includes annotated screenshots of the member dashboard, the strategist workspace, and the internal ATS-integration console. Short demo videos show how a strategist runs a live search, how the outreach engine sequences recruiters, and how the tailoring workflow adapts a résumé per requisition. The folder documents what is shipped today, what is in staged rollout, and what is on the twelve-month roadmap. It closes with a summary of technical architecture at a level appropriate for a non-technical investor.
Four lines of revenue are documented at a summary level: subscription (weekly plans, sprints, and the concierge tier), placement fees on senior roles at 15 to 20 percent of first-year comp, an HR-intelligence data subscription launching in Y2, and a partner-program take rate on employer-side introductions. The folder covers pricing philosophy, gross margin ranges, contribution margin at cohort level, and the customer-acquisition thesis. It does not include the full five-year projection or unit-economics buildup — those live in folder 04 behind the NDA.
Behind the NDA sit the working five-year model in spreadsheet form, the current cap table (with all founder shares, option pool, and any pre-close SAFEs), a pro-forma cap table showing both the Reg CF and Reg D scenarios at close, and a unit-economics buildup by acquisition channel. The folder also includes the burn schedule, runway sensitivity analysis at three scenarios, the milestones tied to each capital tranche, and the founder's assumptions memo explaining every material input. Investors typically read this folder alongside folder 06 (Legal) and folder 08 (Risks).
Marqee is currently a solo-founder company. Sona is the founder — the folder includes her bio, prior operating experience, and the reason she started Marqee. Named strategists and advisors are being onboarded through Q3 and Q4; the folder lists confirmed hires, the advisor council structure, and the hiring roadmap by quarter. It closes with the operating cadence — how the company runs weekly, monthly, and quarterly — and the decision-making framework that governs how the team makes tradeoffs on product, hiring, and capital deployment.
The legal folder holds every document an investor's counsel wants to review. Draft Form C for the Regulation Crowdfunding path, subscription agreement and SAFE for Regulation D 506(c) accredited investors, the Certificate of Incorporation with the dual-class structure, IP assignment agreements from all contributors, the customer terms of service, and the privacy policy. All documents are marked DRAFT — Under Attorney Review and are provided for diligence purposes only. Final versions will be filed with the SEC or countersigned at close.
This folder documents the demand signal. It sizes the addressable market across three concentric circles — active job searchers, career-motivated professionals, and enterprise TA buyers. It attaches published industry research from Handshake, LinkedIn's Economic Graph, and BLS labor data. It includes the current waitlist counts, the source attribution of inbound leads, and the letters of interest from employer partners in the pipeline. Independent third-party sources are cited throughout so the numbers can be verified without asking the founder.
The risk folder is written by the founder, not a lawyer. Each material risk is stated plainly — solo-founder key-person risk, LinkedIn platform dependence, capital efficiency in a longer sales cycle, competitive response from an incumbent, regulatory drift in employment technology, and the SEC-mandated general risks of early-stage investing. Every risk is paired with a specific mitigation — the covenant, the hire, the diversification move, or the process change that reduces exposure. This is the folder investors read to decide whether the founder is being honest with them.
Every anchor question becomes a document. When an anchor asks for a segmented cohort analysis, a custom sensitivity table, or a specific competitive teardown, the founder answers it and posts the response into this folder for all anchors to read. The folder also holds weekly written updates, board-meeting decks, and anchor-only memos on time-sensitive items — competitive moves, key hires in progress, or intro requests to industry contacts. Anchors get a Slack notification each time this folder updates.
The exit folder is honest about the range of outcomes. It maps strategic acquirers by category — the platform incumbents (LinkedIn, Indeed, Handshake), the private-equity-backed rollups in TA-tech, and the international expanders like Welcome to the Jungle. It benchmarks recent comparable transactions with reference multiples. It presents the alternative scenario — sustained profitable growth with dividend distributions to shareholders — and explains why that path is not a fallback but a first-class outcome. Nothing in the folder promises a specific exit; every dollar of investment can be lost.
Access is granted the way it should be — the path is the shortest one that fits your situation. Retail investors get automatic unlock after subscribing. Accredited operators unlock after verification. Anchors unlock after a founder conversation.
Full room auto-unlocks the moment your Regulation Crowdfunding subscription is confirmed with the licensed funding portal. No separate NDA.
Full room unlocks after third-party accreditation verification and a countersigned mutual NDA. Standard workflow, usually complete within 72 hours.
Full room plus anchor tier — office hours, weekly updates, private Slack — unlocks after an intro call with the founder and a countersigned NDA. Invite-adjacent.
Standing weekly slots for investors already in the room. Anchors and accredited operators book directly. Retail investors are welcome monthly on the second Thursday. All times are U.S. Eastern.
Calendly integration replaces this button at launch. Until then, email investors@marqee.com and Sona will schedule directly.
Every access request, follow-up, verification packet, and NDA countersignature routes through one address. Sona reads every message. Responses within one business day.
investors@marqee.comThis page and the diligence room it previews constitute a testing-the-waters solicitation under SEC Rule 206 and Regulation D 506(c). No money is being accepted at this time. No securities are being offered for sale on this page. All indications of interest are non-binding and may be revoked at any time.
Any offering of securities will only be made through official offering documents — Form C for Regulation Crowdfunding, or a Subscription Agreement and SAFE for Regulation D 506(c). Investors should read those documents carefully and consult independent legal, tax, and financial advisors before making any investment decision.
All legal documents referenced in the diligence room are marked DRAFT — Under Attorney Review and are provided for diligence purposes only. Final executed versions will be filed with the SEC or countersigned at close. Terms are subject to change based on counsel review and market feedback.
Investments in early-stage private companies are illiquid, high-risk, and can result in the total loss of investment. Common shareholders and SAFE investors may recover nothing in a downside outcome. Past performance is not indicative of future results. Marqee, Inc. is a Delaware C-Corporation (pending incorporation). Nothing on this page or in the diligence room constitutes tax, legal, or financial advice.
For accredited investor status, see 17 CFR § 230.501(a). Non-accredited retail investors may participate in Regulation Crowdfunding offerings up to investment limits set by the SEC. Marqee, Inc. reserves the right to modify or cancel the offering at any time. All forward-looking statements involve risks and uncertainties.