NEWNAME — Friends & Family Raise

Confidential • by invitation Overview only • documents shared privately
Founder: Kerri Accardi

Premium CBD Wellness Products Built for Trust and Reorder

We’re doing a small Friends & Family round to accelerate brand + compliant launch, build a lean sales + partnerships engine, and move fast with disciplined execution.

What we’re building

A Premium CBD Wellness Brand

High-quality products built for retention, trust, and modern distribution — designed to become part of a routine.

Manufacturing support: backed by A to Z Botanicals (atozbotanicals.com).

Why now

Demand + Momentum

Consumers continue shifting toward plant-based wellness and better-for-you routines. Brands that present cleanly, operate responsibly, and earn trust are positioned to win long-term.

We’re moving with focus: build, launch, learn, then scale what works.

How we win

Trust + Distribution

Creators, affiliates, events, wellness circles, and selective wholesale — built to scale responsibly with repeat purchase systems.

Distribution boost: includes a 12-month branded channel placement on dzTV (marketing only, no ownership).

The Products

Premium positioning • consistent experience • reorder-driven

Premium CBD wellness, built for repeat purchase

NEWNAME launches with a focused line of premium CBD wellness formulations designed for consistent use and repeat purchase. Our approach prioritizes clean presentation, responsible messaging, and strong retention from day one.

Quality + consistency Premium packaging Bundle-ready Subscription-friendly Giftable

Supported by A to Z Botanicals: product development, formulation support, and production are backed by A to Z Botanicals (atozbotanicals.com), providing established manufacturing infrastructure and a consistent production pathway as we scale.

We avoid medical claims. The focus is quality, customer trust, and repeat purchase.

Pricing (DTC)

  • Retail range: $49–$79 per SKU
  • Bundles: structured to lift AOV
  • Subscriptions: built to support retention

Exact lineup details and positioning are shared in the private investor packet.

Wholesale (selective)

  • Selective partners only (brand-protective)
  • Typical wholesale is ~40–55% off retail
  • Designed for credible retailers + wellness operators

Wholesale access and guardrails are defined in written agreements.

The Raise

$60K • focused runway • disciplined execution

Friends & Family

$60,000

  • Minimum check: $5,000 (limited $2,500 exceptions)
  • Instrument: SAFE
  • Investor payback: 7.5% revenue share from first sales (2× cap)
  • Runway goal: ~6–9 months to prove repeatable sales across 2–3 channels

This raise is intentionally sized to stay lean, execute quickly, and prove traction without bloat.

Use of funds

  • Brand + packaging + storefront (conversion + trust)
  • Creator + affiliate activation (content + codes)
  • Sales + partnerships (events, circles, selective wholesale)
  • Compliance + insurance (operate clean, protect the brand)
  • Ops systems (support, reporting, fulfillment coordination)

We prioritize revenue-driving activity first, then scale what proves conversion and retention.

Payback

7.5% revenue share • capped at 2× • SAFE equity remains

How it works

Investors receive 7.5% of gross revenue from the beginning of sales, allocated to the investor pool and paid pro rata until investors collectively receive 2× their invested capital. After the 2× cap is reached, the revenue share stops, and investors still hold SAFE equity rights.

Payback math (company-wide)

Company Revenue 7.5% to Investors 2× Status on $60K Round
$500,000 $37,500 Not yet (2× pool target is $120,000)
$1,000,000 $75,000 Not yet
$1,600,000 $120,000 2× reached
$2,500,000 $187,500 2× reached earlier; revenue share stops at cap

Illustrative math for clarity, not a guarantee. Payment cadence and reporting are defined in definitive documents.

Per-investor example

  • $5,000 investor → 2× cap = $10,000 payback total
  • Paid pro rata from the investor pool until cap is reached
  • After cap: revenue share stops; SAFE remains

Investor benefits

  • Wholesale access for personal purchase (as defined in the program)
  • Early access drops and bundles (as available)
  • Optional intros welcomed, never required

Wholesale access is for personal purchase and governed by program guidelines.

Terms

SAFE equity + revenue share payback

SAFE (equity)

  • Investors receive a SAFE that converts in a future priced round or liquidity event
  • Discount/cap and conversion mechanics are provided in the investor packet
  • SAFE equity rights remain even after revenue share payback cap is reached

Definitive terms are only in the legal documents.

Revenue share (cash payback)

  • 7.5% of gross revenue allocated to the investor pool
  • Paid pro rata until investors collectively reach
  • After 2×: revenue share stops

Payment cadence, reporting, and definitions are provided in the definitive documents.

dzTV Placement

12-month branded channel placement (marketing only)

12-month branded channel placement on dzTV

As part of launch distribution, NEWNAME includes a 12-month branded channel placement on dzTV at a discounted partner rate. This supports educat

Minimum check size?

$5,000 minimum (limited $2,500 exceptions).

Confidentiality: Intended only for invited recipients. Please don’t share publicly.
Legal note: Informational only. Not an offer to sell or a solicitation to buy securities. Any offering will be made only via definitive legal documents and in compliance with applicable laws.
No medical claims: We do not claim to diagnose, treat, cure, or prevent any disease.