NEXUS · PEN / 2026
FINAL PITCH · INVESTOR · CONFIDENTIAL
FINAL PITCH · 2026
Nexus Pen 3D render

Nexus Pen

Write Brilliant · Write with Donna

NEXT BACK F FULLSCREEN M MUSIC
Meet Donna.
The voice of Nexus Pen.
350 million people use AI every day.
But it's trapped behind a screen.
What if it wasn't on your screen…
…but in your hand?
This is how we change everything.
CoverPRESENTING
PRESENTING
NexusPen
CONVENIENT·POWERFUL·ENDLESS
Write Brilliant. Write with Donna.
HookTHE MOMENT
THE MOMENT
0

people use AI
every single day.

But what if it wasn't on your phone?

Part 1 · Ch. 01THE PROBLEM

Students live in an
impossible paradox.

Every tool meant to help them learn is locked behind the same screen designed to distract them.

01 · Phones — #1 distraction
43%
Phones — #1 distraction

Classrooms lose ~43% of focus time to phone-based distraction. Notifications never stop.

02 · AI lives behind a screen
GPTGemCld
AI lives behind a screen

ChatGPT, Gemini, Claude — the door to AI is the same door to TikTok, Instagram, YouTube.

03 · No physical AI tool
Ø
No physical AI tool

Nothing on the market delivers AI-powered learning without a screen in the way. Until now.

04 · Schools can't legally use AI
Schools can't legally use AI

ChatGPT TOS bans under-13. Districts ban phones. AI tutoring is the missing piece schools cannot deliver.

66% of U.S. 8th graders read below grade level — NAEP 2024 · The tools failed them. Time for a new tool.
Part 1 · Ch. 02THE SOLUTION

AI in your hand.
Not on your screen.

Press. Speak. Learn. Donna lives inside the pen — answers on the OLED, voice through the speaker, zero screen required.

8-HOUR BATTERY·USB-C·~28 G·138 × 18 MM
Press-to-Talk

Hold the button. Ask anything.

128 × 64 OLED

Text answers on the pen itself.

Natural Voice

Donna speaks back over BLE.

5 AI Modes

Answer · School · Research · Creative · Language

Real Ink

Refillable cartridge. It writes.

1.8s latency

Mic → AI → speaker in under 2s.

Part 1 · Ch. 03THE TEAM

Four high schoolers.
One billion-dollar idea.

Logan Holby
Logan
Holby
CEO ·
FOUNDER
Hardware · Firmware · Full-Stack. Product Vision.
Michael Kay
Michael
Kay
CFO
Unit Economics · Financial Modeling · Investor Relations.
Izic Miller
Izic
Miller
CMO
Brand · Content · Social. 150+ SEO Posts.
Chase Coe
Chase
Coe
COO
Operations · Partnerships · Manufacturing.
Part 1 · Ch. 04LIVE DEMO · PIPELINE

Hey Donna…

Press → Speak → Hear, in under two seconds. Real round-trip across mic, BLE, GPU, and back.

YOU SAID "Hey Donna, what is Newton's third law?"
Latency
1.89s
01
Pen Mic
MEMS · 16 kHz
02
BLE 5.0
24 KB/s burst
03
FastAPI
Whisper STT
04
GPT-4o
Reasoning
05
Eleven TTS
24 kHz μ-law
06
Pen Speaker
MAX98357A
Part 1 · Ch. 05MARKET · TAM
MARKET OPPORTUNITY
$0M

Total Addressable Market

6.59M Illinois students × $25 ARPU

TAM ($)
$0M
SAM · IL Students
0
Y3 Revenue
$0M
Long-term Target
0

Illinois pilot · $25 ARPU · Y3 capture $1.84M · path to 4.78% long-term share.

Sources: Illinois State Board of Education 2024 · Uncharted Learning Financial Model V1

Part 1 · Ch. 06BUYERS · WHY THEY PAY

Three lives.
Three phones in the way.

A pen, not a screen — for everyone whose hands, eyes, or attention can't afford the distraction.

STUDENTS6.59M Illinois studentsPRIMARY
The Problem

ChatGPT TOS bans under-13. Phones banned in class. AI tutoring locked behind a screen they're not allowed to use.

The Fix

Voice-first AI in the pen they already carry. FERPA-aligned. School-allowed.

TRADES & FIELD10M+ U.S. workersEXPANSION
The Problem

Phones on a job site cost focus — sometimes lives. Hands full of tools. No way to look up wiring codes or specs mid-task.

The Fix

Press the button. Ask. Hear. Tools never leave your hands. Eyes never leave the work.

PROFESSIONALS100M+ knowledge workersPLATFORM
The Problem

Phones in meetings = rude. Looking up info mid-conversation breaks flow. Note-taking + AI lookup = friction.

The Fix

A pen on the desk. Quick voice query. Notes flow on paper. AI flows in your ear.

$119 RETAIL · $89 STUDENT · $75 SCHOOL DISTRICT · +$18/STUDENT/YR SAAS
Part 1 · Ch. 07UVP · COMPETITION

No one else
combines this.

Nexus PenChatGPTRabbit R1Humane AILivescribe
Physical writing
Voice-activated AI
On-device display
Hands-free in use
FERPA / COPPA designed
Under $150 retail$199$699
Livescribe was acquired for $15M with zero AI. We ship with the full stack.
Part 1 · Ch. 08SCHOOL MOAT

ChatGPT can't legally sell into K-12.
We can.

FERPA

Compliant for K-12

COPPA

Safe under 13

TLS 1.3

End-to-end

No Sale

No data. No ads.

Erasure

Right to delete

Individual
$119
  • Single user
  • All 5 AI modes
  • Mobile app included
Student / Educator
$89
  • 25% off with .edu
  • Stacks with sales
  • Priority support
  • Valid forever
School District
$75
  • Bulk pricing
  • Admin dashboard
  • FERPA + DPA ready
  • $18/student/yr SaaS
Part 2 · Ch. 09MVP RESULTS

We already
built it.

Not a concept deck. Not a render. Four complete prototype iterations, shipping firmware, live commerce.

Hardware
4
V1 → V4 iterations
Firmware
v10.3
5 AI modes shipped
MVP COGS
$92.62
Per-unit build
Commerce
LIVE
nexuspen.org · 1,267 sessions · $0 ad spend
HARDWARE · V4 PROTOTYPEHardware prototype
PCBA · V4 ISOMETRICPCBA isometric
WEB · NEXUSPEN.ORGWebsite
ENCLOSURE · V4 EXPLODEDEnclosure exploded
Part 2 · Ch. 10MANUFACTURING

Production partner
selected.

TECOO
PARTNER
2026
Manufacturing Partner

TECOO Electronics

Yueqing · Zhejiang · China

Formal quote received 2026-04-27. Terms: 50% deposit, 50% pre-shipment. EXW Wenzhou. Lead time 35 days (10–100 pcs) · 45 days (500+ pcs).

PCBA Validated · 3D model · Gerbers · BOM · CPL — all delivered.
Enclosure v4 Ready · 6 injection-molded parts · 32/32 geometry tests passing.
Sequence: PCBA first → validate → enclosure tooling → scale.
PCBA · V4 ISOMETRICPCBA
ENCLOSURE · V4 EXPLODEDEnclosure
Part 2 · Ch. 11UNIT ECONOMICS

$0

Per-pen contribution.

$120 retail · $10.34 all-in COGS at TECOO 1K-unit pricing. Blended business model: ~50–55% hardware margin after channel fees / returns / support, ~85% SaaS margin on the $18/student/yr school tier.

Startup Capital Required
$29,725

Total startup line items — assets, personnel, direct ops, marketing, setup, inventory. Max cumulative loss to break-even: $25K.

Retail
$120
TECOO 1K-unit
$9.61
Total COGS
$10.34
Gross / Unit
$109.66

SELL PEN RECURRING SAAS LAYER DISTRICTS SUBSCRIBE PER STUDENT

Part 2 · Ch. 12REVENUE GROWTH · GTM

Six channels.
Three engines.

Direct-to-student, district-tier, and developer-platform — already running, all already live.

B2C — Student Direct4 channels · Organic + Low-Cost
01 · Ambassadors
0 CAC
15% commission

Campus reps sell for us.

02 · Student
25% off
Locks 4-yr LTV

Verified email. Stacks with sales.

03 · Content
150+
SEO posts ranking

Compounding traffic, zero ad spend. Every post = one student we don't pay to acquire.

04 · Social
1K+
Pre-launch target

TikTok · IG · micro-influencers.

B2B — SchoolsDistrict Pilots · Land-and-Expand · $18/Student/Yr
05 · School Pilot · 10 free
90-day trial · no CC · impact reports

Pilot 10 pens at a district. We deliver impact data. They expand district-wide. FERPA + COPPA architecture means we ship where ChatGPT legally can't.

PlatformDeveloper API · Stripe Move · Apps Build on Top
06 · Developer API · $29/mo
Free / $29 / Custom · Python + JS SDKs

Once developers build on top of Donna, every app they ship becomes top-of-funnel for our hardware. Platform moat, not just product.

Part 3 · Ch. 13EXIT STRATEGY

EdTech comps say
$120M – $192M.

Multiple pathways — strategic acquisition, large EdTech buyer, or IPO. Comps in our category routinely exit in the hundred-million range.

L Livescribe
$15M Acquired

Smart pen sold to Anoto Group. Zero AI. We ship with the full stack.

R1 rabbit
100K+ Units Sold

Demand validated — consumers will pay for AI hardware. Execution is the moat we hold.

Markable
$1.4B IPO · 2021

Smart paper tablet — physical writing device + digital backend. Closest direct comp to our shape.

PROJECTED Exit Range · 5-Year Horizon
Conservative
$5M

3× Y3 revenue · pre-scale acquisition

Base Case
$10M – $30M

Strategic EdTech buyer · post-Series A · 6× Y3

Bull Case
$50M – $120M+

Comp-set range · IPO path · Livescribe / Whoop trajectory

YEAR-1 REVENUE $314,868 · YEAR-2 $808,986 · YEAR-3 $1,836,826
HARDWARE-EDTECH EXITS AT 3-6× REVENUE · PATH: STRATEGIC ACQUISITION OR IPO
Part 3 · Ch. 14ROADMAP

Where we're
going.

From MVP to $1.84M revenue in 3 years. Every milestone funded by the last.

Done
Q1-Q2 2026
You Are Here
Q2 2026
Production
Q3 2026
Launch
Q4 2026
Scale
2027
✓ Done

MVP + Full Stack

Firmware v10.3 · 4 prototype iterations · mobile app · backend · 150+ blog posts · ambassador program.

In Progress

Final Pitch + PCBA

Win Pitch Day · finalize TECOO quote · beta test with real students.

Q3 2026

100-Unit Pilot

PCBA produced + validated · enclosure tooling · first deliveries to beta schools.

Q4 2026 · Y1

Commercial Launch

2.6K units · $315K Y1 revenue · 10 school pilots · district deals pipeline.

2027 · Y2

Scale to 6.8K Units

$809K Y2 revenue · Plus + Pro SaaS live · national district sales · path to $1.84M Y3.

Revenue Trajectory
$0
Today
$12K
Q3
$315K
Y1
$809K
Y2
$1.84M
Y3
Part 3 · Ch. 15THE ASK
THE ASK
$1,000,000

Series Seed · 2026.

Funds production at scale + 18-month runway. SAFE note · 20% discount · $5M cap. Zero founder salaries.

Manufacturing
5,000 units
30%
Software AI
+ Infrastructure
25%
Sales
+ Marketing
20%
Team
+ Operations
15%
Legal IP
+ Reserves
10%
Today

Illinois LLC

Filed in Illinois. All four founders on the operating agreement.

At Close

Delaware C-Corp

Recapitalize via Stripe Atlas. Standard for SAFEs and Series A.

FUTURE ROUNDS — $1M Series Seed Q4 2026 Series A 2028
Part 3 · Ch. 16OUR MISSION
OUR MISSION

Make pen & paper
convenient. powerful. endless.

Students, blue-collar workers, writers — and everyone in between — deserve their own personal AI system in a pen. $164.764M Illinois education-AI market. 350M+ daily AI users. One device that bridges them.

Year 1 · 2026
$315K

2.6K units · first production run · real students writing with Donna.

Year 2 · 2027
$809K

6.8K units · school pilots live · district pipeline · Plus + Pro tiers.

Year 3 · 2028
$1.84M

15K+ units · language + creative mode · Series A · category leader.

One pen. Three years. A category we own.

— END —THANK YOU
END

Write
Brilliant.

Write with Donna.
Contact
Logan Holby
Founder · CEO
NexusPenLLC@gmail.com
nexuspen.org
The Team
LOGAN HOLBY · CEO · FOUNDER
MICHAEL KAY · CFO
IZIC MILLER · CMO
CHASE COE · COO
— THANK YOU · ANY QUESTIONS? —
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