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Seed · 2026
Put your money where
your mouth is.
Playz is the social, peer-to-peer prediction network. Challenge your friends on anything — sports, crypto, culture, gaming.
Pitch Deck · v1.0playz.app
01 · The Problem
Sportsbooks are anti-social. Group chats are unsettled.
Sportsbooks isolate you
User vs. house. Designed to win when you lose.
Group chats forget
Friendly bets that never get tracked or paid.
Prediction markets feel like trading
Polymarket and Kalshi are powerful but cold.
Fantasy is slow and seasonal
Modern users want instant, always-on, meme-able.
02 · The Solution
Every opinion is a contest.
Create a Play in seconds. Pick stakes. Challenge a friend or open it to the feed. We auto-settle using public market data.
1
Create
Pick a market, set stakes, choose H2H or open.
2
Challenge
Tag friends or post to the feed. Accept-to-lock.
3
Settle
Auto-resolved via Polymarket, Kalshi, and sports feeds.
03 · Market
A $300B+ market, ready to socialize.
$300B
Global online betting TAM
$45B
US social + fantasy + prediction SAM
60M+
US fantasy sports players
Wedge: US males 18–34 already betting in group chats. Expansion: global, culture-driven, gender-balanced.
04 · Product
A social network built around being right.
Live feed
Real-time ticker of Plays created, accepted, and settled.
Head-to-head
Direct challenges. Accept-to-lock. Public or private.
Auto-settlement
Polymarket, Kalshi, sports APIs — instant resolution.
Wallet & profile
PZ balance, P&L, streaks, win-rate leaderboards.
05 · Business Model
Five revenue streams. One social loop.
01
Contest rake
5–8% of settled Plays — primary revenue.
02
PZ coin packs
Promoted contests and tournaments (sweepstakes structure).
03
Playz+ subscription
$9.99/mo — stats, custom markets, lower rake.
04
Sponsored markets
Brands sponsor culture/sports Plays (Super Bowl, finales).
05
Data & API
Anonymized sentiment data sold to media and prediction makers.
06 · Go-to-Market
Land social. Expand through culture.
Phase 1
Beachhead
College campuses + sports group chats. Referral bonuses.
Phase 2
Creator-led
Sports & crypto creators co-host markets. Rev-share.
Phase 3
Tentpoles
Election night, Super Bowl, finale events, halvings.
Phase 4
Global
UK, Canada, Australia, Brazil with localized markets.
07 · Competition
Nobody owns the social layer.
| Competitor | Model | Playz advantage |
|---|---|---|
| DraftKings / FanDuel | House sportsbook | Social, peer-to-peer, no house |
| Polymarket / Kalshi | Order-book prediction | Friend graph, instant, mobile-native |
| Underdog / PrizePicks | DFS player props | Any topic, not just sports stats |
| Group chats | Manual, unsettled | Tracked, auto-settled, paid out |
Regulatory wedge: skill-contest / sweepstakes posture, not sportsbook licensing.
08 · Traction & Projections
From group chat to $25M ARR.
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| MAU | 100K | 600K | 2.5M |
| Paying users | 8K | 75K | 350K |
| ARPU / mo | $6 | $8 | $10 |
| Net revenue | $0.5M | $5.5M | $25M |
09 · The Ask
Raising $6M seed.
18 months to 500K MAU and $5M ARR run-rate. Use of funds: 55% engineering, 20% growth, 15% compliance & legal, 10% G&A.
55%
Engineering
20%
Growth
15%
Compliance
10%
G&A
Let’s build the social layer of prediction.founders@playz.app