Here's 1 of the 10,000

Message from Sean:

Our team spent a week together at our on-site in South Carolina last month. We went heads down, dug into the product roadmap, and didn’t even sing kumbaya once.

I can tell you one thing for certain:

This team will be doing BIG things.

We’re hiring the best of the best because we want to work with the best of the best.

REX will only take on 10,000 brands.

How do we pick?

3 core things we look for in founders:

1. Money

We help DTC e-commerce brands making $10k+/month in revenue.

Founders that meet these criteria tend to:

• Have product-market fit.

• Sell a product that “works” with digital ads.

• Be primed to scale.

This is REX’s sweet spot.

We only need 10,000 businesses paying $1k/month to hit $120M ARR.

That’s just 1.1% of the 861K Shopify stores already doing $10k/month+.

2. Mission

In the US, 99.9% of all businesses are small businesses. An estimated 80% of those small businesses use e-commerce channels.

There’s a bit of patriotism in that, right?

The US is built on small business and on the people crazy enough to say, I’m building something from nothing, and I’ll make a fortune off it, goddammit.

Small businesses smell like freedom to us, and we want to support founders in their pursuit of it.

3. Madness

If you’re already killing the digital marketing game? Great, we’re happy for you.

If you’re figuring out how to set up a Shopify account? Great, you’re just at a different stage.

The founders we work with are sharp, experienced, but in an absolute ads death spiral:

• You can’t scale across channels. Meta, Google, TikTok, Amazon, CTV… each is a full-time job. You can’t do it all yourself. You hired an agency. They sucked. Then a “growth hacker.” They also sucked. Now what?

• Your ad spend is being stolen or wasted. Up to 90% of ad traffic is fake. You don’t know what’s actually working, and you’re sick of being lied to.

• You can’t get the capital to grow. Banks say no. VCs want a 10-slide pitch deck and  a guaranteed return. But you can’t get the return without capital to test. It feels like a trap.

You’ve been around the block. You’ve tried everything. You’re willing to try anything.

So now it’s time for REX to stop your spiral.

These 3 points don’t cover all of it, so let me introduce you to one of our lovely private beta users…

❤️ Why Ebb Is The Perfect Customer

Anyone else love those little green arrows on your Shopify account? Just me? Well, so do our friends at Ebb Ocean Club — a new clean, functional hair care brand building serious momentum as they prepare for their launch into Sephora in February 2026.

The data’s in… 🥁

This is their first 30 days with REX (compared to the previous 30 days of no REX):

If you know ads, you know the first 30 days rarely look this good. We’re thrilled — and so is Alyson (Al), Ebb’s founder.

Why REX ❤️s Al:

• She’s not a first-time founder. We aren’t anti first-time-founders. But we are anti people-who-don’t-know-what-the-f*ck-they’re-doing. Al knows what the f*ck she’s doing.

• She’s the CEO. Marketers have fragile egos, and “try REX, it’ll make you obsolete” isn’t a great sales pitch. But founders and operators? Those are the people who want REX. Alyson is busy, no-bullshit, and needs direct answers. She wants a dashboard with quick, clear data that shows everything is working. REX is a hands-off tool for founders who want to be out of the digital marketing weeds and still see serious results.

• She’s in a category with demand: hair care. We don’t have to educate the customer on why they want Ebb’s product — they are already searching for it.

• She’s venture-backed. Ebb has resources, but they are finite. They need to deploy their funds strategically, and REX is the perfect solution. (Not to mention, venture backing = long-term credibility. We like that, too.)

• She has the support of Ebb’s venture studio. Ebb is owned by Concept Brands, a venture studio launching other influencer-led CPG brands. Ebb is their test. When REX works well, they want to roll it out to those other brands in beauty, personal care, fashion, and home care.

The results speak for themselves:

Revenue (the only metric we all care about) increased 248% MoM 😎

On to the updates!

Sean

🏢 Company Updates

🤖 ROAS ROAI

Ads should be an investment, not an expense.

So we don’t do ROAS (return on ad spend).
We do ROAI (return on ad investment).
With ROAI (REX, our artificial intelligence).

This little fellow is a special agent serving up ROAI with a wink, some mid-century charm – and a bit of a f*cking potty mouth. Here’s a sneak preview of his new design:

🚇 Mind the Gap: Development Timeline

All aboard the train to Rexville.

We’ve made tremendous progress and wanted to share our development timeline.

See that last line? We’re especially excited about that Advest™ Fund. It turns REX into the “easy application” button for $400M in ad capital. As a REX user getting 2x ROAS ROAI, you are automatically prequalified for this non-dilutive capital. (Aka: ads stay off your credit cards, your growth will never be capped by your credit limits, and you can redeploy your current ad dollars to scale other areas of your business.)

📰 Who’s In Already

If you join the founding team of investors at REX, you’ll be in good company…

Family Offices:

• David & Dylan Gerstenhaber, David is a legendary finance “Tiger Cub”

• Ashish Vimal, Head of Global AI Accenture

• Sid Bala, CIO BNY Mellon

• Shawn Carpenter, legendary cyber whistleblower

• Dan Mallin, Founder of Lucy.ai

• Spencer Thomas, President of KLC Financial

• Chris Sowder, Director of Finance at PenFed Foundation

Funds:

• Techstars

• 701 Fund

• Chicago Early Growth Ventures

• Evolution Ventures Minerva Fund

👉 Want your name on our scoreboard? Schedule a time to meet with me here.

🔥 Team Highlight: Ad-Sassins™ Deployed

We don’t hire marketers. We hire Ad-Sassins™ — elite operators built to kill bloated budgets and scale real results.

🔹 Jason Calhoun – Chief Creative Officer (Ad-Sassin #006)

• Co-founder of So Long Saturn, a video content studio specializing in outside-the-box, high-impact marketing for growth-stage companies

• 2+ decades in creative direction

• Generated millions of organic views & measurable deal flow via viral B2B video formats

• Now turning REX into an unforgettable, category-defining brand

🔹 Jazmine Anderson – Senior Content Strategist (Ad-Sassin #007)

• Former Content Strategist & Lead Editor at Contrarian Thinking

• Created for Codie Sanchez, CT Capital, & other brands

• Helped scale to millions of followers (and 10s of millions in revenue)

• Now doing the same for REX

With Jason’s video storytelling and Jazmine’s wordsmithery, this duo is laying the foundation for a content machine so good, you’ll feel reallllly silly for not getting in at this $9M valuation.

🧨 Monthly Investor Asks

Just one ask, really.

If you’ve been thinking of investing, let’s make it happen.

The end of this raise is coming in hot…

(more on this in the next update)

👉 Schedule a time to meet with me.