URC Media OS

Private Equity, Capital & Governance System
Приватна система капіталу та управління

Demo access: the password is urc. This login is a soft gate (client-side only), not real security. To make the system truly private, host this file and connect real authentication (Firebase / Auth0 / a small backend). See the code comment at the top of the file.
Overview

Dashboard

Company Command Center Центр управління компанією

A single controlled system to manage assets, model equity, run the raise, structure partners, and strengthen your negotiating position with investors — керована інвестиційно-партнерська модель. Nothing here is a public offer or legal advice; it is a working tool to be finalized with counsel.

Authorized
10,000,000
shares (Articles)
Founder Issued
8,000,000
Alex Balbus · 100% outstanding
Unissued Reserve
2,000,000
not an option plan yet
Target Raise
$500K
Post-Money SAFE (proposed)

Where we are Draft

  • C-Corp formed — Illinois, 10M authorized
  • Corporate Book — templates drafted, not signed
  • Founder stock — planned, 0 issued in ledger
  • Valuation — not yet established
  • Securities counsel — exemption not confirmed

The three doors Три двері входу

Reframe from "looking for investors" to a scalable network model:

  • INVEST — capital → economic ownership
  • BUILD — launch a state → revenue share + vested equity
  • STRATEGIC — capital + resources + relationships → investment + performance equity

Next actions Наступні кроки

  • Do not issue new shares until cap-table architecture is set
  • Confirm Corporate Book & current cap table
  • Build valuation (IP, brand, audience, revenue, scalability)
  • Assemble investor package & retain securities attorney

Action Sequence — Cap-Table Architecture First

The exact order to run before issuing any additional equity. Не випускати жодної додаткової акції, доки не зроблено cap-table architecture. Check items off as you complete them.

Key principleAn investment agreement must not automatically make someone a manager. Strategic/operating partners sign a separate Operating / Advisory Agreement (step 18) with its own KPIs and vesting.

Cap Table & Dilution Modeling

Current ownership plus live modeling of what happens at different raise sizes. 10M authorized ≠ 80% already given away — authorized is a ceiling; issued/outstanding is what is actually owned.

Current structure Pre-financing

HolderShares% Outstanding% Authorized
Alex Balbus (Founder)8,000,000100.0%80.0%
Unissued reserve2,000,00020.0%
Authorized total10,000,000100.0%100.0%

With no other options, SAFEs or warrants, the founder controls 100% of outstanding equity today. Authorized can later be increased via amendment — 10M is not a permanent ceiling.

Suggested strategic target model

Not final numbers — a control-preserving target so the founder stays controlling shareholder after a management team + first meaningful round:

Founder 70–80% Investors 10–15% Strategic pool 3–5% Option pool 7–10%
Why it mattersURC is a media brand & editorial platform, not a pure SaaS startup. Losing strategic control is far more dangerous here — separate economic ownership from voting, board rights and management authority.

Dilution scenario calculator Калькулятор розмиття

Priced-equity model. Enter investment and pre-money valuation; ownership updates live. (SAFEs convert later at a priced round — this shows the equivalent priced outcome.)

HolderSharesOwnership %Implied value
Post-money
Investor stake
Founder after
Quick scenarios: $250K @ $2.25M pre $500K @ $4M pre $1M @ $4M pre

Fundraising Round — Growth Round

Frame it as an investment round, not selling pieces of a business to acquaintances. Below is the proposed structure — fully editable.

Round summary

Round nameURC Media Growth Round
Target raise$500,000
InstrumentPost-Money SAFE
Post-money valuation cap$4,000,000
Discount20% (optional)
Minimum investment$25,000
Use of fundsSales / Content / State Expansion / Technology / Marketing
Strategic participationAvailable separately (Operating/Advisory Agreement)

Instrument comparison

Direct EquitySAFEConv. Note
Shares nowYesUsually noUsually no
Valuation nowYesOptionalOptional
DebtNoNoYes
InterestNoNoYes
Maturity dateNoNoYes
Cap / discountPossibleOftenOften
Early-stage easeMediumHighMedium
RecommendationFor relatively early-stage growth capital without debt pressure, a Post-Money SAFE is the cleaner first-round instrument. It also gives clearer visibility into ownership sold via SAFE.

Deal process Процес угоди

Investor Pitch Term Discussion SAFE / Term Sheet Funds Cap Table Update Securities Filings (Form D / blue-sky)

Valuation Framework

Don't price "1% = $X" without a framework. Value URC not only on current revenue, but separately across each asset class. Fill in your own estimates — these are placeholders.

Asset-based valuation worksheet

Value driverNotesLow ($)High ($)
Technology / IPStreaming stack, automation, apps
BrandURC Radio / Ukrainian-American positioning
AudienceListeners, subscribers, community reach
Existing revenueAdvertising, sponsorships
Content libraryPodcasts, video, archives
Apps & infrastructureMobile, CDN, platforms
Scalability (50-state network)Up to 13 channels/state model
Indicative enterprise value

Illustrative reference points

If pre-money = $2.5M (illustration only):

1%$25,000
5%$125,000
10%$250,000

QSBS / §1202 flag Verify w/ CPA

If URC Media meets Qualified Small Business Stock requirements, C-Corp structure may offer significant federal tax advantage to certain shareholders at a future exit. IRS guidance for newer issuances references a gross-assets threshold (recently $75M). Confirm with CPA / securities counsel before structuring investor stock.

Use of Funds & Financial Model

Proposed allocation of a $500K raise. Adjust the percentages — the bar and dollar figures recompute automatically.

Use of funds (target raise 500000 $)

Category%Amount
Total

Edit the % cells to rebalance. Total should equal 100%.

Investor Pipeline Воронка інвесторів

Track prospects through the raise. Separate economic ownership from voting / board / management — even a 5–15% investor should not run URC. Board seats reserved for substantial investors (e.g. $500K+); others may get a Board Observer role.

InvestorTypeAmountInstrumentStageRights
Example — diaspora angelCapital$50,000SAFEIntroInformation rights
Example — media execStrategic$100,000SAFE + perf. equityTerm talkObserver, pro-rata

Economic ownership

Share of value. Can exist without control.

Voting & information

Financial reporting, information rights, pro-rata — no unilateral veto, no automatic board seat.

KYC / accreditation

Onboarding depends on the exemption chosen by counsel (506(c) requires verified accredited status).

Partnership Programs Партнерські моделі

Don't make every partner an investor. Separate categories keep control clean and align rewards with real contribution. Each program is a distinct track.

① Capital Investors
② Strategic Partners
③ State Operating Partners
④ Equity Incentive Pool
⑤ Advisors
⑥ Community (Reg CF)

① Capital Investors SAFE / Priced equity

Provide money. Tickets: $25K · $50K · $100K · $250K · $500K+. Instrument: SAFE or priced equity. Receive economic ownership with information/pro-rata rights — not management authority.

  • Standard SAFE terms (cap / optional discount)
  • Board seat only for substantial investor (e.g. $500K+); otherwise observer
  • No day-to-day management, no unilateral veto

② Strategic Investors / Partners Investment + Performance

Bring money plus advertising connections, distribution, technology, production, a sales org, community access, business development. Reward = investment equity + performance equity.

Example structure$100K SAFE + up to 1% additional equity vesting over 3 years, earned only if the partner delivers the strategic role. You buy not just money — a growth machine.

Performance equity milestones (example)

MilestoneEquity
Launch 1 state+0.25%
$250K annual revenue+0.25%
25 strategic advertisers+0.25%
Additional milestone+0.25%
Maximum (36-month vesting)1.00%

③ State / Operating Partners Revenue share + earned equity

URC Illinois / New York / Florida / California partners run sales, local advertisers, partnerships, content, events, and local audience. Do not give permanent corporate ownership up front.

  • 20–30% local revenue participation (or profit participation)
  • + 0.25–1% URC Media equity earned via 3–4 year vesting
  • Doesn't perform → no permanent ownership. Builds the market → economic reward + equity.
StatePartnerRev. shareEquity (vesting)Status
Illinois25%0.5%Active market
New York25%0.5%Prospect
Florida25%0.5%Prospect

④ Equity Incentive Pool Future key people

Reserve for future executives, management and key talent — 7–10% target. This is not yet a plan; adopting an equity incentive plan (e.g. under Rule 701) requires Board action and counsel review. No grants, options or ownership rights exist until then.

NoteThe 2,000,000 unissued authorized shares are a reserve, not an equity incentive plan and create no grant or right.

⑤ Advisors Advisory Agreement

Industry advisors (media, legal, tech, community) compensated with small equity grants vesting over 1–2 years under a standard Advisory Agreement — separate from any investment. Typical range 0.1–0.5% per advisor.

AdvisorDomainEquityVesting
Media / editorial0.25%2 yr

⑥ Community Investing — Reg CF Later phase

"Own a Piece of Ukrainian-American Media." Hundreds of diaspora supporters invest $500 / $1,000 / $5,000 / $10,000 through a regulated crowdfunding portal — each becomes investor → listener → ambassador → advertiser connection → community advocate.

SequencingPowerful for URC, but don't start here. Establish the institutional structure (cap table, valuation, corporate book) first, then consider Reg CF as a later community round.

Shareholders & Equity Ledger

Live register of all economic interests. Mirrors the official stock ledger in the Corporate Book — issued shares only. Planned grants and reserves stay outside the issued-share ledger.

Ledger IDHolderClassShares%TypeStatus
001Alex BalbusCommon8,000,000100%FounderPlanned — not yet issued

Pitch Deck Інвестиційна презентація

Editable slides. Use Print / Save PDF to export the full deck. Click a slide tab to view/edit it.

Virtual Data Room

Folder architecture for investor due diligence. Keep signed originals immutable; superseded drafts move to the archive folder.

FolderPurpose / typical contentsStatus

Corporate Book Корпоративна книга

Governance documents — draft templates, editable and printable. Each is a separate document; switch tabs and use Print / Save PDF to export one at a time.

Record Index
Articles
Bylaws
Incorporator Action
Board Consent
Founder Stock
Stock Ledger
Banking
IP / Asset Transfer
§83(b) Checkpoint

URC MEDIA, INC. — Corporate Record Index

Illinois corporation · DRAFT / Version 0.1 · Prepared Aug 13, 2026
#DocumentStatus
01Approved Articles of IncorporationPending receipt
02EIN confirmationPending
03BylawsDraft template
04Incorporator ActionDraft template
05Initial Board Consent / ResolutionsDraft template
06Officer appointments & acceptancesDraft
07Banking resolutionDraft
08Founder stock issuance packageNot yet issued
09Stock ledger & notice/certificateNo issuance recorded
10IP / asset transfer approvalsNot approved

Document control rules

  • Do not backdate signatures, approvals, stock issuances, payments or transfer effective dates.
  • Do not insert an EIN, filing number, address, share class or owner unless verified from reliable evidence.
  • Do not treat filing-fee payments as stock consideration unless counsel and CPA deliberately document it.
  • Do not record 8,000,000 shares as issued until Board approval, signed issuance agreement, consideration receipt and stock-ledger entry all exist.
  • Keep signed originals immutable; make corrections through dated amendments or corrective actions.

Articles of Incorporation — Insert Copy

INSERT, DO NOT RECREATE
Insert the file-stamped/approved Articles when received. Do not replace the state-issued document with a retyped version. Insert the IRS EIN confirmation separately.
Illinois filing number[PLACEHOLDER]
Effective date of incorporation[PLACEHOLDER]
EIN[PLACEHOLDER]
Registered agent / office[PLACEHOLDER]
Principal business address[PLACEHOLDER]
Authorized shares10,000,000
Articles received[YES / NO — pending]
File-stamped copy stored at[Drive link]

Action of Incorporator by Written Consent

DRAFT — do not backdate

The undersigned, being the incorporator identified in the Articles of Incorporation of URC Media, Inc., acts by written consent and adopts the following resolutions:

RESOLVED, that the following person(s) are appointed as the initial director(s), to serve until successors are duly elected and qualified or until earlier resignation or removal: [NAME(S)].

RESOLVED, that the incorporator delivers to the initial director(s) the filed Articles and all formation records in the incorporator's possession.

RESOLVED, that after effectiveness of this consent the incorporator's authority ends except to execute corrective or confirmatory documents requested by counsel.

Incorporator: [PLACEHOLDER]  ·  Date: __________

Initial Board Action by Unanimous Written Consent

DRAFT — sign only after director(s) validly appointed
Condition precedent: complete and sign only after the director(s) have been validly appointed. Attach final bylaws and stock agreement.

Resolutions (summary)

  • Ratification of formation — ratify lawful formation actions.
  • Adoption of bylaws — adopt attached final bylaws.
  • Election of officers — President [—]; Secretary [—]; Treasurer [—].
  • Principal office, EIN & tax accounts, fiscal year, banking, separate accounting records (no commingling with Music Relations / Alex personally / URC Corp NFP).
  • Founder stock — planned issuance: approve, subject to all conditions, the sale/issuance of up to 8,000,000 shares to Alex Balbus for actual consideration under the final Founder Stock Purchase/Subscription Agreement. Does not confirm issuance until all conditions complete.
  • Issuance conditions: counsel confirms authorization & exemption; agreement executed; consideration received & documented; §83(b) advice completed if vesting; Secretary records issuance in ledger; notice/certificate delivered.
  • Unissued reserve: acknowledge intention to leave 2,000,000 authorized shares unissued (not an equity plan).
  • Securities compliance: counsel reviews every offer, sale or compensatory issuance.
Director: [PLACEHOLDER]  ·  Date: __________

Founder Stock Purchase / Subscription Agreement

DRAFT TEMPLATE · NOT YET ISSUED
CorporationURC Media, Inc.
PurchaserAlex Balbus [confirm exact legal name]
Class[exact class from filed Articles]
Number of shares8,000,000 PLANNED / NOT YET ISSUED
Purchase price / share[no valuation inferred]
Total consideration[cash / property / services + value]
Vesting / repurchase[none OR schedule — draft with counsel]
Securities exemption[counsel determination]

Key clauses

No implied valuation — formation consideration does not state enterprise/equity value. Restricted securities — not registered; no transfer without registration or valid exemption. §83(b) — if a substantial risk of forfeiture exists, Purchaser acknowledges the need for immediate independent tax advice. Governing law — Illinois.

URC Media, Inc. authorized signatory · Date __________
Purchaser (Alex Balbus) · Date __________

Stock Ledger

One immutable entry per issuance/transfer · reconcile to cap table & Articles after every change
Ledger IDIssue dateHolderClassSharesConsiderationStatus
[after issuance][—]Alex Balbus[class]0 in draft[—]No issuance recorded
  • Record exact legal name & address, class, share count, issue date, consideration, approval reference, certificate/uncertificated reference and restrictions.
  • Never overwrite a completed transaction without an explanatory corrective entry.
  • Keep planned grants and unissued reserves outside the issued-share ledger.

Banking Resolution

DRAFT — bank's own form may control
Financial institution[PLACEHOLDER]
Account type(s)[PLACEHOLDER]
Authorized signer(s)[PLACEHOLDER]
Signatures required[PLACEHOLDER]
Transaction / wire limits[PLACEHOLDER]

Open and maintain accounts in the exact legal name URC Media, Inc. Prohibit use for Music Relations, Alex personal or URC Corp NFP receipts/expenses except documented arm's-length transactions.

IP & Asset Transfer — Diligence

Not approved in this binder
Authorize due diligence only. Do not approve or complete any transfer until ownership, tax treatment, conflicts, consideration, consents and final schedules are reviewed. Transactions with Music Relations / Alex personally / URC Corp NFP are between separate persons/entities with separate accounting.
AssetCurrent ownerProposed treatmentStatus
Brand / marks (URC Radio)[verify]Assignment / licenseDiligence
Domains[verify]TransferDiligence
Software / apps[verify]AssignmentDiligence

Section 83(b) Decision Checkpoint

Time-sensitive ONLY if founder shares are subject to vesting/forfeiture
QuestionResponse
Shares subject to vesting/repurchase/forfeiture?[YES / NO / UNKNOWN]
Transfer date for tax purposes[—]
Amount paid & fair market value[tax advice]
83(b) election recommended?[TAX COUNSEL ONLY]

Checklists Чеклісти

Operational checklists for creating and sharing documentation, closing an issuance, and staying compliant. Progress is tracked live.

Document Creation
Document Sharing
Founder Stock Closing
Investor Onboarding
Securities Compliance
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