Investors
Raising $25K–$100K via SAFE / Convertible Note

The Structured Path
From Beginner to Funded Trader

ApexTrade is a non-custodial trading software platform designed to help self-directed traders move from documented Strategy Sync signals β†’ user-controlled automation β†’ broker-connected analytics. We monetize via subscriptions, prop firm fees, onboarding services, and future platform licensing.

No guaranteed returns. All trading involves risk. Past results do not predict future performance.

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The Problem

  • 1
    80%+ of retail traders lose money in year one β€” mostly from lack of structure, not lack of knowledge
  • 2
    Platforms give 50+ tools with zero guidance on how to combine them
  • 3
    No clear progression path from beginner β†’ experienced β†’ funded
  • 4
    Existing social-copy and automation platforms rarely combine Strategy Sync, automation templates, analytics, and broker-readiness in one stack

The Solution

  • Guided 3-step progression: Strategy Sync β†’ Automation Templates β†’ Broker-connected analytics
  • All three monetized independently and layered for maximum LTV
  • Non-custodial model: All trades execute on users' personal brokerage accounts.
  • Political intelligence + AI analysis as unique differentiation (moat)

Market Opportunity

TAM
$12B+
Global retail trading platform market (2025)
SAM
$2.4B
Trading analytics + automation software segment
SOM (3yr)
$24M
Realistic addressable with current product

Market estimates based on publicly available industry reports (Grand View Research, Statista 2025). Not a forecast of company performance.

Traction

Live Data
0
Strategies Deployed
Active bot strategies
0
Platform Users
Approved access
0
Total Trades
All time
β€”
Engine Uptime
Since deployment

Revenue Model

Subscriptions
Starter ($24/mo) β†’ Trader ($99) β†’ Pro ($499). Recurring MRR.
Prop Firm Challenges
One-time evaluation fees ($97–$1,997). High-margin, no custody.
Broker Readiness & Advisory Setup
Roadmap: setup, onboarding, and compliance-guided implementation services. No custody or discretionary trading unless future registrations allow it.
API & White-Label
Roadmap: license the platform stack to other fintech operators.
Unit Economics (Targets)
Avg Subscription ARPU: ~$120/mo
Prop Firm AOV: ~$400/order
Target Gross Margin: 70–80%

Targets only. Actual figures depend on growth, CAC, and churn. Not a financial forecast.

Roadmap

Q2 2026 (Now) In Progress
  • Live broker API integrations (Alpaca, OANDA, Binance)
  • Verified performance dashboard with tamper-evident logs
  • KYC/AML onboarding flow
  • Investor portal + data room
Q3 2026
  • Mobile app (iOS + Android)
  • Political Intelligence Trading (STOCK Act data feed)
  • Broker-readiness workflow, compliance review, and white-glove onboarding
  • Subscription billing (live mode)
Q4 2026
  • Prop firm challenge automation
  • AI portfolio optimizer
  • Series A readiness: audited financials, legal structure
  • Institutional partnership pipeline

The Ask

$25K–$100K
via SAFE or Convertible Note

Early-stage round structured to reward conviction. Terms negotiable β€” standard YC SAFE template with MFN. Cap and discount TBD based on investor commitment level.

Use of Funds
Product completion (APIs, mobile)40%
Paid acquisition + community growth30%
Legal, compliance, banking15%
Operations runway (6 months)15%

Get in Touch

Responses go directly to the founder. No automated CRM. No spam.

By submitting, you acknowledge this is an early-stage investment discussion and not a securities offering.

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ApexTrade LLC Β· This page is for accredited investors and informational purposes only. Nothing herein constitutes an offer to sell or solicitation to buy securities. All projections are forward-looking estimates subject to material risk. Consult a financial advisor before investing.