L I N X The 100-Day Plan · Blair LaCorte
L I N X

The
100-Day Plan

Go-to-Market & Build Plan — strategy, build phases, and live activations.
Built to pressure-test together.

Walkthrough for Blair LaCorte
Wednesday, May 27, 2026 · Tiburon, CA
Stein Retzlaff · Founder & CEO
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Your Two Cents, Banked

You said → we did

You saidWe did
"Your center of gravity is around suppliers — emphasize them first."
We focused on operators. Since we last spoke, we built the operator product — I'll show you live in a minute.
"They pay you for their own white label — get rev, content, and lock-in."
Open question  Preferred Operator tier + exclusivity, traded for filming them with Stein Studios — the Airbnb model. Is this the right structure? Let's pressure-test it.
"Users is too broad — more metrics."
New metrics on the table — inquiries, experience shares, profiles created, dashboards created. Want your read on which matter most.
"You need a conversion trigger with time and metric."
SAFE converts on a priced round initiated by Jan 31, 2027.
"Someone to manage operators — success there is the key to more suppliers."
Director of Operator Success is on the horizon — hunting now for someone exceptional.
"Make the SaaS-vs-marketplace loop clear; add AI agents."
The loop is in this deck. And our AI agents already run — coding velocity and business ops.
Operators First

The center of gravity is supply.

So let me show you what we built for operators since we last spoke — then where it leads.

Show, Don't Tell · Live Walkthrough

The operator product

I'll log into a live operator account right now. Here's what they can do.

Live

Build the listing & profile

The edit surface IS the live experience card — operators publish their own experiences and profile, no hand-holding.

Live

See inquiries come in

Qualified interest lands in the dashboard — the operator sees demand they never tracked before.

Running

Track referrals & attribution

Matrix tracks who drove every inquiry and booking, with provenance — the trust graph, working.

In build

Run bookings white-label

Operators run their own bookings on LINX rails — the lock-in, and the recurring SaaS line.

Where It Leads · The Studio Engine

We film the operator

Airbnb gave hosts a photographer. We give operators a film crew — Stein Studios. That's the wedge that wins supply and seeds the trust graph (the moat) — not a moat by itself.

  • Champagne Seas is the first proof — the film, the memory book, the Monaco moment.
  • Every shoot becomes a LINX Collection — content that recruits travelers and locks operators in.
  • The library compounds into an 8-figure content asset only we own.
The YouTube yacht series

Stein Studios is building a flagship YouTube yacht series — La Datcha · EYOS · Atlantic. Festival-grade storytelling that becomes the top of the funnel for supply and demand.

Open question

Preferred Operator tier + 36-month exclusivity in exchange for the film — right trade, right term? Pressure-test it with me.

The Demand Engine

Supply pulls demand. The Legends bring it.

Operators give us experiences and content. The Legends give us the network.

What The LINX Legends Are

The icons who seed the network

The Legends are world-class names — the icons. They seed demand and stake their reputation on operator quality. Everyone else on the platform is a LINX traveler; the Legends are the icons who pull them in.

Mountain & Polar
Doug Stoup — Legend #1
Chris Davenport — Legend #2
Ocean & Yacht
Ben Lyons
Rob McCallum
Wildlife & Safari
Recruiting
Wellness & Lifestyle
Recruiting
Film & Story
Recruiting
  • Invite-only — a scorecard, not an open door. Exclusivity protects the trust.
  • They stake their name — a Legend only points to operators they'd send their own friends to.
  • One Legend brings a network we'd otherwise pay a fortune to reach.
The model

5 vertical pods, 10 icons each. Doug Stoup is Legend #1. Chris Davenport is verbally committed as #2 — incentive-based for bringing operators on.

The Traveler Flow

How a LINX traveler moves

Discovery starts with a Legend they trust. Every traveler becomes a source of the next booking.

01
Discover
Through a Legend they trust
02
Book
Attribution from click one
03
Experience
The operator delivers
04
Memory book
AI-made — the magic moment
05
Share
With peers, naturally
06
Refer
Sends the next traveler

↺ Step 6 feeds step 1 — the share is the engine.

How It All Compounds

One flywheel. Two revenue streams.

We don't buy members. Operators bring them.

SaaS revenue — operators pay (recurring)
Marketplace revenue — 10% commission (transactional)

Two revenue lines off one loop — recurring SaaS from suppliers, transactional commission from the marketplace. The studio is the wedge that wins supply; the trust graph is the moat that keeps it.

What's Actually Defensible

The moat is the trust graph

Not the films — AI will get great at video. The moat is the verified, economically-staked trust graph: the proprietary record of who actually went, who they trust, and what they'd stake their name on. It compounds with every booking; neither capital nor AI can replicate it.

Provenance

A real, identity-verified person who actually went — not a review, not an affiliate link. AI fakes reviews; it can't fake a verified human.

Stakes

The recommender earns money and stakes reputation — only points to operators they'd send their own friends to. AI has no reputation to lose.

Compounding attribution

Matrix records who drove what, with what confidence, over time. Every booking thickens the graph. A competitor starts at zero edges — and edges can't be bought.

Correction

When trust is breached, the bad node decays and the graph self-heals. That's what makes it infrastructure, not a directory.

The studio populates this graph with verified real experiences. That's why it's the seeder — and the graph is the moat.

Strategy & Build

The long game — and the next 100 days.

Two engines, three phases, real ROI. Then exactly what we build between now and September.

The Go-to-Market

Two engines, three phases

Supply engine: operators + studio. Demand engine: the Legends. Each phase has a hard goal.

Phase 0 · Now → 12 mo

Prove the loop

Legends seed it, operators sign, Monaco proves it. North America, high-end.

Goal: 10–40 operators live · founding Legends signed · $170K revenue · loop proven end-to-end.
Phase 1 · Yr 1–3

Widen the wedge

Operator cascade, memory-led discovery, CuratorOS + operator SaaS dashboards.

Goal: 250–800 operators · 10K–100K travelers · $2.8M revenue by Yr 3.
Phase 2 · Yr 3–7

License TrustOS

The trust layer licensed to card programs, private clubs, beyond travel.

Goal: 1,000+ operators · TrustOS live · $17.5M revenue by Yr 5.
The Real ROI
~$0
Operator CAC — operators bring the travelers
>6:1
LTV : CAC · payback under 6 months
8.65%
Blended take rate vs 15–25% agents
2 lines
Recurring SaaS + marketplace commission
Live Now

The activations already in motion

Live · June 4–7

Monaco Grand Prix

Private LINX activation. The Champagne Seas film, "powered by LINX," guests receive an AI memory book via a no-account link — the moment Ben Lyons called "the absolute dream."

Open · First close June 9

The seed round

$500K pre-seed SAFE · 20% discount · $50K floor · converts on a priced round by Jan 31, 2027. First close June 9, then rolling.

Signing

The first Legends

Doug Stoup — Legend #1. Chris Davenport — verbally committed as #2, incentive-based for bringing operators on. The Legends program has its first faces.

Signed + in motion

The operator pipeline

Signed: EYOS, Ice Axe, Expedition Terra. In active meetings: Brakøya (Norway lodge), Gassten (Norway yacht), Sequoia (Indonesia yacht), Champagne Seas (Med/Caribbean), Eleven Experience (13 lodges), Chris Davenport (worldwide) — plus a pipeline of 50+ more.

The Next 100 Days

What we build — May 27 → Sept 4

IDays 1–14

Launch

  • Deliver Monaco — the memory book as the proof point
  • Instrument Monaco as our first data — who referred whom, who shared, who inquired (the first trust-graph edges)
  • Drive the seed round toward the June 9 first close
  • Advance the CTO / technical co-founder close — the #1 hire
SMART goal: Monaco shipped & instrumented; first close by June 9; CTO in final conversations.
IIDays 15–45

Supply Engine

  • Hand-onboard the live pipeline (crawler-assisted) — Brakøya, Gassten, Sequoia, Champagne Seas, Eleven Experience, Chris Davenport — from the existing 50
  • Settle the Preferred tier trade — film as a gift, attribution as the lock-in (soften 36-mo exclusivity)
  • Ship the experience editor; film the first 2–3 operators
SMART goal: 10+ operators live; 2–3 filmed into Collections by July 11.
IIIDays 46–75

Product & Demand

  • Ship the mobile app — iOS + Android in beta
  • Traveler dashboard live; Legends activating their networks
  • AI agents running onboarding, memory books, support
SMART goal: Mobile beta live; first Legend-sourced bookings by Aug 10.
IVDays 76–100

Convert & Tee Up

  • Aug 9 Helix showcase — present LINX ahead of the priced round
  • Convert interest within 14 days, honest follow-up
  • Tee up the priced round — data room + target list
SMART goal: Priced-round materials ready; pipeline built by Sept 4.
The Metrics

What we track — and where I want your read

Not "users." The real signals of a marketplace catching. The north-star: experience shares + repeat referrals — does the trust graph compound? Some we measure today; some I want your read on.

Inquiries
Demand the operator never tracked
Shares
Experience shares — the virality signal
Profiles
Profiles created — supply + traveler
Dashboards
Operator dashboards created
Operators
Live & active (from 3)
Bookings
Closed · GMV influenced
The one that matters

Shares + repeat referrals = does the graph compound? The question that gates the whole strategy — want your read.

$500K
Seed round — target
The Team

Who builds this

Recruiting now

Technical co-founder / CTO

A backend architect to scale the proprietary system off a single engineer. Sourcing top talent — including through Harvard.

Already running

A fleet of AI agents

Coding velocity and business ops, today. Leverage — not future headcount.

On the horizon

Director of Operator Success

The role you flagged. Hunting now for someone exceptional — supply success is everything.

Thank you for pressure-testing this.

Your eye on the strategy, the phases, the supply story — it's why the plan gets stronger.

LINX Experience, Inc.  ·  Confidential  ·  Go-to-Market & Build Plan  ·  May 27, 2026