Welcome•Welcome to The Capital Room

Welcome to The Capital Room

Moe “The Closer” Allen•September 23, 2026

Welcome to The Capital Room

Moe “The Closer” Allen•September 23, 2026

Participant Experience • $497 Package

What Your Capital Room Experience Includes

Business analysis

Diagnostic evaluation of your company's financial profile and structure.

Capital readiness consultation

Strategic review of criteria required for commercial funding.

Personalized strategy plan

A tailored roadmap for funding alignment and capital milestones.

Personal credit improvement

Guided support addressing personal credit profile factors.

Business credit establishment

Framework to build enterprise vendor lines and institutional credit.

Services begin after your qualification call. LLC setup is separately priced.

Not investment principal • Independent of capital placement

Moe “The Closer” Allen

Capital Strategist

The Experience Behind the Strategy

Founder & CEO, UpStatus Capital

20+ Years

Financial services, sales & marketing experience

5,000+

Clients served and funded

$30M+

Funding Facilitated

Since 2025

$1M+

Partner Payouts

Since 2025

Activity Scope: Builder projects and small business financing. Management-reported business activity, not investor returns or fund performance.

Core Purpose

Why The Capital room was created

“Developers need capital to execute.”

Compelling construction projects can be delayed when funding sources fail to match project timing. Execution requires dependable, structured capital partners.

“Capital providers need a clear basis for deciding.”

Having capital available does not give someone the time, desire, or technical background to manage a jobsite. Investors need structured visibility without operational burdens.

“The Capital Room brings that conversation together.”

Market Education

Real Estate Offers More Than One Role

Develop the project

Acquires land, designs plans, navigates zoning, and manages contractors through physical construction.

Own & operate the property

Carries title, maintenance, leasing obligations, long-term financing, and asset operations.

Provide capital through lending

Evaluates a borrower's creditworthiness and repayment arrangement without managing site logistics.

The right role depends on your goals, time, and risk tolerance.

Strategic Alignment

The Responsibility You Want to Carry

Some investors want to operate

Direct contractor supervision & site inspections
Material supply chain tracking & jobsite delays
Tenant management, repairs, and daily property issues

Others want to evaluate an opportunity without managing construction

Evaluate team track record & project plan
Structured lending agreement and defined term
No direct construction or tenant obligations

Less daily involvement still requires a serious investment decision. Capital is at risk in all lending arrangements.

Structure

Where UpStatus Fits

Capital Providers

Lend capital to UpStatus

──────▶▼

UpStatus Capital

Central Capital Strategist

Borrower to Capital Provider

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Project Entities

Execute construction milestones

Investors lend to UpStatus. UpStatus matches capital to a project entity.No investor lien position • No direct property ownership

Evaluation Criteria

A Strong Opportunity Needs More Than a Good Idea

A capable team

Demonstrated track record and clear site execution responsibility.

A realistic budget

Stress-tested costs accounting for contingencies and supply realities.

A defined timeline

Specific, phased milestones from permitting through certificate of occupancy.

Evidence of demand

Clear market absorption metrics and buyer appetite for the finished product.

A credible repayment plan

Documented exit strategy via takeout financing or project sales.

Disciplined criteria for evaluating every prospective capital conversation.

Builder Partnership

Why Builders Need the Right Capital Partner

“Project needs and funding timing must align.”

Construction schedules cannot afford capital hesitation. Predictable disbursements keep contractors on site and projects on schedule.

“Clear communication supports planning.”

Direct coordination between capital strategists and field builders ensures unexpected site developments are addressed proactively.

“A structured review surfaces the important questions.”

Examining assumptions before breaking ground protects both the builder's reputation and the capital provider's exposure.

Enabling viable projects to be evaluated and supported with discipline.

Investor Clarity

What Capital Providers Are Looking For

An opportunity they can understand.

A clear view of who is responsible.

Information they can review with advisers.

A next step that fits their goals.

Transparency supports evaluation • It does not guarantee repayment

Headline Parameters

The Opportunity at a Glance

A project-matched lending opportunity through UpStatus Capital.

Proposed Minimum

$30,000

Direct lending allocation

Target Annual Return

12%

Target only • Not guaranteed

Initial Term

1 Year

Initial arrangement period

Target only. Capital is at risk. No investor lien position. Full terms reviewed during qualification.

Team Roles & Responsibilities

The People Behind the Opportunity

Moe Allen

Capital Strategy

Founder & CEO, UpStatus Capital

Structuring borrower readiness, managing underwriting criteria, and investor alignment.

Erin Sturdivant

Project Development

Development & Acquisitions

Site planning, municipal zoning, land acquisitions, and project delivery coordination.

Tontania Sturdivant

Project Execution

Construction & Field Operations

Contractor management, jobsite oversight, trade coordination, and physical build milestones.

Terri Young

Event Facilitator

Community Facilitation

Moderating event flow, guiding audience dialogue, and connecting community participants.

Distinct responsibilities • Capital strategy separated from operational construction

Platform Preview • Investor Portal

The Investor View

Click to expand & examine details

• Capital status• Project participation• Reporting navigation

Platform preview. Fictional demonstration data.

Platform Preview • Project Execution

The Project and Borrower View

Project and Borrower View - Cypress Grove Platform Preview

Click to expand & examine details

• Commitment and disbursement• Request status• Draw-request entry

Platform preview. Fictional demonstration data.

Platform Preview • Partner Network

The Referral-Partner View

Referral-Partner View - Platform Preview

Click to expand & examine details

• Submitted opportunities• Pipeline status

Platform preview. Fictional demonstration data.

Informed Due Diligence

Visibility Supports Better Questions

What is the project?

What is its current status?

What information can I review?

Who do I speak with?

The platform preview illustrates how information can be organized.

Participant Roadmap

Your Capital Readiness Plan

Qualification Call

Review your personal capital goals and evaluate mutual fit.

Business & Readiness Review

Comprehensive diagnostic of your corporate standing and profile.

Personalized Strategy

Custom strategic roadmap designed for funding qualification.

Service Delivery Begins

Structured credit profile support and business credit establishment.

Personal credit improvement and business credit establishment support. LLC setup priced separately.Independent of investment decision

Call Agenda

What Your Qualification Call Will Cover

Your goals and available capital

Determining whether direct lending aligns with your asset allocation.

Your timeline and liquidity needs

Confirming suitability for a one-year commitment term.

The opportunity and complete terms

Detailed review of legal agreements, risk disclosures, and borrower details.

Your questions and next steps

Clear answers to your diligence questions and readiness service launch.

Schedule Now

“Let’s discuss your capital, your timeline, and your fit.”

Explore the proposed terms and your next steps with Moe Allen and the UpStatus Capital team.

Book My Qualification Call

Target only • Capital is at risk • No investor lien position

Direct appointment URL: link.leadling.com/widget/bookings/thecapitalroom

link.leadling.com/.../thecapitalroom

Scan with phone camera to book

Thank You for Being in the Room

Questions & Open Discussion

Book Qualification Call

Calendar open for September 23, 2026 attendees

The Capital Room • Mooresville, NC • Moe “The Closer” Allen

APPENDIX A

Questions for Your Qualification Call

What are my personal goals?

Does lending fit your current liquidity, growth, or cash strategy?

How long can I commit capital?

Can you commit principal for the one-year initial term without liquidity disruption?

What do I need to understand about the borrower?

Review UpStatus Capital's role, track record, and project matching model.

What written documentation will I review?

Examine the promissory agreement, risk disclosures, and execution details.

An invitation to disciplined due diligence • Terms reviewed during private qualification

APPENDIX B

Opportunity Overview

Proposed Minimum

$30,000

Target Annual Return

12%

Initial Term

1 Year

Target only. Capital is at risk. No investor lien position. Full terms reviewed during qualification.

APPENDIX C

Capital Room Services

Included Participant Services ($497 Package)

Business analysis
Business capital readiness consultation
Personalized strategy plan
Personal credit improvement support
Business credit establishment guidance

Important Boundaries

Services begin after the qualification call
LLC setup is available at a separate price
Separate from the $30,000 proposed investment minimum
Not investment principal or guarantee of financing

Participation services equip broader enterprise readiness

APPENDIX D

Ownership, Lending, and Project Execution

Project Execution

Developers execute permits, construction schedules, trades, and site inspections.

Property Ownership

Owners hold property deed, insurance, long-term operational liabilities, and tenant risks.

Capital Lending

Investors lend to UpStatus Capital. Lending does not convey property ownership or a project lien.

Clear role distinction • Evaluated during qualification