Rich Dolan
DiBS×Polymath
Operating modelLegal review

Your network opens the door.Let's build the machine behind it.

A model for turning extraordinary relationships into qualified opportunities, compelling investment stories, tokenized offerings and repeatable revenue.

"We don't need 100 introductions. We need the right introduction."

The machine

  1. Rich's network

  2. The right opportunity

  3. DiBS

    Story + marketing + activation

  4. Polymath

    Technology + professional services + infrastructure

  5. Regulated ecosystem

    Legal + broker-dealer + compliance + accounting

  6. Tokenized offering

  7. Repeat

Rich's Superpower

Rich doesn't need to run the play.He needs to get us the ball.

Rich's greatest value is access: relationships most companies simply cannot manufacture through advertising, outbound sales or traditional business development.

His role

  1. Identify
  2. Validate
  3. Introduce
  4. Help advance
  5. Hand off

Rich gets Polymath into conversations we may otherwise never have. Once the opportunity is qualified, Polymath and its ecosystem take responsibility for execution, and Rich stays involved strategically wherever his relationships or experience add value.

Not his job

Running tokenization projectsManaging securities lawyersBuilding technologyManaging broker-dealersInvestor onboardingManaging every stage of execution
Abstract network of connected relationships

"Rich gets the ball into the right hands. Then the team runs the play."

Focus

Not every asset should be our customer.

Having a great asset is not enough. Having a famous name is not enough. Having a large valuation is not enough. A tokenized offering still needs a credible path to capital.

Instead of asking

"Who do you know that could tokenize something?"

We ask

"Who do you know that already has a credible path to the investors?"

We are not looking for assets. We are looking for assets + distribution.

The Target Profiles

The two opportunities we want Rich to find.

Two clear profiles make every conversation faster and every introduction more valuable.

Path 1

Crowdfund ready

The audience already exists.

Opportunities where the issuer or asset owner brings a built-in investor audience.

Celebrity / creator

A musician owns a valuable catalogue and has millions of engaged fans. Instead of only selling institutionally, the artist could potentially allow eligible fans and investors to participate in the economics through an appropriately structured offering.

Customer community

A beloved consumer brand with hundreds of thousands of customers saying: you've bought our products, now here's an opportunity to invest alongside us.

Strategic / anchor investor

A family office, sovereign investor, strategic JV partner, commodity buyer or institution is already committed. The remaining raise becomes dramatically more credible because the first meaningful capital is already there.

AssetAudience / anchorStoryPolymath

= High-potential opportunity

Path 2

Pre-funded projects

The capital interest already exists.

Larger projects where credible institutional investors have already expressed serious interest, but the investment still needs to be structured, packaged and operationalized.

InfrastructureReal estateEnergyMining / resourcesData centersLarge development projectsInstitutional alternatives

The key distinction: Polymath is not being asked to manufacture $100M of investor demand from scratch. The project already has meaningful investor interest, and Polymath helps provide the infrastructure and ecosystem to turn that interest into an executable offering.

ProjectInvestor interestStructurePolymath

= Executable capital formation

The Qualification Filter

Before Rich makes the introduction...

A strong opportunity should answer yes to several of these. Tap to score one.

0 / 10 answered yes

Keep qualifying before the introduction

The objective isn't more leads. It's fewer, better opportunities, so every introduction protects the relationship behind it.

From Rich's Existing Pipeline

The network is already there.

Breadth of relationships Rich can potentially access, across categories.

Music
Sports
Film
Entertainment
IP
Licensing
Venture
Luxury
Real assets
Black CoffeeF1-related opportunitiesWorld Surfing LeagueAmerican Cornhole LeagueFilm opportunitiesEntertainment / IPLuxury collectionsOther strategic relationships

Identified potential asset value

$201.4M – $425.4M

Historical identified range from Rich's pipeline. Preliminary and subject to qualification.

Asset value is not the same as qualified pipeline or Polymath revenue. The opportunity is to take this extraordinary relationship network and apply a much stronger qualification system to it.

The Perfect Pilot

Don't build the empire first.Prove it on one great deal.

We don't need to solve the entire pipeline today. We need one opportunity that fits the formula.

Illustrative case studyQualification

Black Coffee

Music catalogue / economic rights

$50M–$100M+

Rich's pipeline estimate of the potential opportunity. Illustrative only. Nothing here states or implies that Black Coffee or his representatives have agreed to any transaction.

Asset

Potentially valuable catalogue / economic rights

Audience

A globally recognized artist with a large following

Authenticity

The artist could potentially help tell the story

Distribution

The audience already exists

DiBS

Builds the campaign and activates the story

Polymath

Technology and lifecycle infrastructure

Regulated partners handle regulated activities as applicable. This potentially fits Path 1: crowdfund ready, subject to legal classification and qualification.

Great assetMassive audienceAuthentic storyProfessional execution

= The pilot

After the Introduction

Rich opens the door.We take it from there.

Rich's load is concentrated at the start. Polymath and DiBS progressively take over execution.

01IntroductionRich connects the decision-maker to Polymath.Rich
02DiscoveryPolymath determines fit.Rich
03QualificationAsset, capital need, audience, timeline and economics.Rich
04StrategyDetermine structure and service providers.Rich
05EngagementContracts and responsibilities established.Rich
06BuildLegal, financial, technology and marketing.Rich
07LaunchThe offering goes live.Rich
08Capital formationRegulated distribution plus issuer audience activation.Rich
09Token issuanceEligible investors onboard, assets and tokens issued.Rich
10LifecycleInvestor management, corporate actions, distributions, potential future liquidity.Rich
11RepeatThe playbook runs again on the next opportunity.Rich

The Issuer Roadmap

What does tokenizing an offering actually take?

A view Rich can walk a prospective issuer through: here's what the process actually looks like.

8–12 weeks

Typical initial structuring and launch-readiness target.

$265K–$340K

Illustrative first-offering planning benchmark, before broker-dealer success compensation.

3–9+ months

Potential capital formation period.

1–2 weeks

Illustrative closing and token issuance period once investor requirements are satisfied.

4–8 weeks

Potential timeline for similar subsequent offerings once the infrastructure exists.

The historical $265K–$340K planning benchmark included approximately $40K of baseline marketing. If an issuer chooses a larger bespoke DiBS campaign, that DiBS budget replaces or expands the baseline allowance rather than being added on top of it.

The Budget

Where does the money actually go?

Magnitude and timing, not false precision.

Legal

$100K–$150K

Fixed / upfront

Accounting

$15K–$50K

Fixed / upfront

Tax

$10K–$25K

Fixed / upfront

Banking / escrow

$5K–$20K

Variable

KYC / compliance

$5K–$15K

Variable

Broker-dealer

~$1,500 + success

Success-based

Polymath

~$20K–$25K yr 1

Ongoing

DiBS

~$40K baseline, custom above

Variable

Other transaction costs

Scope dependent

Variable

First-offering historical planning benchmark

~$265K–$340K

Before broker-dealer success compensation.

This benchmark historically included approximately $40K of baseline marketing. A custom DiBS campaign should be modeled as: base planning budget, less the baseline marketing allowance, plus the approved DiBS campaign budget.

Two Engines

Polymath builds the infrastructure.DiBS builds the story.

Polymath

TechnologyTokenization infrastructureIssuer workflowInvestor onboardingLifecycle managementProfessional servicesPartner ecosystemAdministrationCorporate actions
Abstract representation of digital security issuance infrastructure

DiBS

NarrativeCreativeAudience strategyContentPRCommunityCelebrity activationFounder activationCampaign executionInvestor educationEventsAwareness

Don't underfund the story.

For qualified Path 1 opportunities especially, marketing isn't an accessory. The audience may be the reason the opportunity works.

Infrastructure × Story = Market readiness

The Business Model

Everyone wins when the opportunity becomes real.

  1. Rich · relationship + access
  2. Qualified issuer
  3. DiBS · marketing revenue
  4. Polymath · technology + professional services revenue
  5. Successful case study
  6. More issuers
  7. More revenue
  8. Rich's network becomes more valuable

The principle

  • Rich should be rewarded for relationships that become real business.
  • DiBS should be rewarded for real marketing work actually performed.
  • Polymath should earn revenue for technology, professional services and its role in creating the ecosystem.
  • Polymath may also participate economically in DiBS-generated marketing engagements through an agreed referral or revenue-sharing arrangement, subject to final commercial terms and counsel.

Regulated securities activities and any transaction-based compensation remain with appropriately registered parties under their own agreements, reviewed by securities counsel.

No rewards for names on a spreadsheet. Meaningful rewards for relationships that become real business.

Measurement

From pipeline to performance.

A conversion funnel replaces theoretical asset value.

  1. Relationship identified
  2. Direct access confirmed
  3. Warm introduction
  4. Discovery completed
  5. Qualified opportunity
  6. Proposal
  7. Contract
  8. Launch
  9. Revenue collected
Qualified introductions
Discovery meetings
Proposals
Contracts
Launches
Polymath revenue
DiBS revenue
Conversion rate
Weighted revenue pipeline

$100M asset ≠ $100M pipeline

The important number is expected Polymath + DiBS revenue × probability of closing.

The Formula

The Rich Dolan formula.

Network × Qualification × Story × Infrastructure × Execution

= Repeatable revenue

Rich

brings access.

DiBS

builds the story.

Polymath

builds the infrastructure.

Regulated partners

facilitate regulated activities.

The market

determines the outcome.

Start With One

One great deal changes the conversation.

Step 1

Pick one.

Step 2

Prove the economics.

Step 3

Document the playbook.

Step 4

Create the case study.

Step 5

Repeat.

PilotProofPlaybookPipelinePlatformScale

Offering #1

Builds the machine

Offering #2

Reuses it

Offering #3

Improves it

Offering #4+

Scales it

The Relationship

This can be bigger than an advisory agreement.

Rich's network may be considerably more valuable than a conventional advisory relationship. The opportunity is an arrangement where compensation grows as relationships convert into measurable business value.

Advisor

  • Strategic insight
  • Positioning
  • Market intelligence
  • Relationship strategy

Originator

  • Find the right opportunities
  • Validate access
  • Make qualified introductions
  • Help advance relationships

DiBS

  • Turn qualified opportunities into campaigns
  • Build awareness
  • Activate audiences
  • Support issuer communications

Final compensation mechanics should align economics with actual services and collected business revenue, while maintaining clear boundaries around regulated securities activity.

The network already exists.

Now let's build the machine behind it.

Path 1

Crowdfund ready

Path 2

Pre-funded projects

  1. Rich's network
  2. One great pilot
  3. DiBS + Polymath
  4. Prove the model
  5. Repeat

"$201M–$425M of potential assets is interesting. What we turn it into is what matters."

Build the formula

Immediate next steps

  1. 01Agree on the two target opportunity profiles.
  2. 02Re-score Rich's existing pipeline against those criteria.
  3. 03Select the three strongest opportunities.
  4. 04Choose one flagship pilot.
  5. 05Get the decision-maker introduction.
  6. 06Validate economics and regulatory structure.
  7. 07Scope DiBS.
  8. 08Build.
  9. 09Launch.
  10. 10Measure.
  11. 11Repeat.