Data Room · Revenue & Audience

What The $100M Doesn't Need.

The drawdown assumes zero revenue — if no sponsor ever signs, nine rounds still run in year five exactly as they run in year one. That is the floor. This page is the six lines built on top of it, and the public scoreboard the media block answers to.

Rev 08.17.2026 · Companion to Use of Funds and the workbook
01 · The Discipline

Most startup leagues die the same way: revenue projections fund the operating budget, the projections miss, and the season collapses mid-year. This championship inverts that. Every revenue line below is deliberately excluded from the $100M model — the raise buys a complete, purse-led, media-built championship with no commercial dependency. Revenue doesn't keep the lights on; it compounds a property that already runs.

The one exception to zero: membership and paddock revenue exists from race one — and is treated in the model as what it is: revenue, not the engine.
02 · Six Lines, Each Behind A Proof Gate

Each line activates only when its proof exists — selling early means selling cheap. The precedents below are the category's published record, not projections of ours.

LineWhat it isPrecedent & benchmarkActivates
Nations packagesCountries fund national programs — driver programmes, held slots, turnkey entries (indicative pricing in National Partners)SailGP's sovereign-funded team model; national institutions fund flags on grids across sportFounding window — open now
Membership & paddockOwner-driver economics and hospitality — the paying gridThe club-racing economics that already fund GT racing worldwideRace one
Commercial partnersTitle, Nations Trophy presenting, category and round partnersSailGP signed Rolex at year zero; the inventory is mapped in the Founding Partners one-pagerAfter season-one proof — deliberately not sold thin
Media rightsWorld-feed licensing once the audience exists — the $49.75M media block builds the asset this line sellsFormula E's rights were nearly worthless in season one; its cumulative audience reached 561M by season elevenWhen the scoreboard proves the asset — conversations from strength, not need
Franchise salesTeam and nation identities open to ownershipSailGP launch teams sold at $5–10M; latest sale $60M; $100M valuations projected by the leagueYear five, by design
World Cup host feesHosting rights for the nations event the championship builds towardThe host-fee model every major international federation runs; the 2026 World Cup demonstrated the nations category at $9B scaleThe World Cup cycle, beyond year five

None of these lines appear in the drawdown. The return case does not require any single one of them to work — it requires the property to exist, which the $100M guarantees on its own. Each line that lands raises the floor under the valuation instead of propping up the operating budget.

03 · The Audience Scoreboard

Half the raise is media. A spend that size deserves a scoreboard — so the media block carries one, published and measured from season one.

MetricCategory benchmark (published)The commitment
Cumulative broadcast reachSailGP season 5: ~215M dedicated audience · Formula E season 11: 561MSeason targets set with the broadcast and measurement partners, published before round one, independently measured, reported mid-season and season-end — in this room
Average audience per roundSailGP: ~18M per event · Formula E: 33M per race
Streaming & socialSailGP: 1M+ YouTube subscribers
Docuseries viewershipSailGP's first docuseries: 4M+ global

The benchmarks above are mature-series numbers — season five and season eleven of leagues that started near zero. They're shown as the category's proven ceiling, not a season-one expectation. Season-one targets will be honest baselines; what compounds them is the ramp.

Why tranches stay operationally gated. Capital releases against delivered seasons — rounds run, grid seated, broadcast live — not against audience metrics, deliberately: viewership sits partly in third-party hands, and a metric-gated tranche hands the round a kill switch on numbers no operator fully controls. The scoreboard delivers the accountability instead: targets published in advance, measured independently, and misses explained in public, in the same room as this page.
04 · What The Comps Prove — And What They Don't

The terminal-value case leans on the SailGP franchise curve, and that comp is doing real work — it's the one number in this room we don't control. This page exists to put floors under it: six independent revenue lines, each with its own precedent, none required for the championship to run. The comp is the ceiling argument; the discipline above is the floor argument. An investor should want both.

For investors. Audience benchmarks as publicly reported (SailGP 2025 season review; Formula E season 11 reporting), August 2026 — reported, not audited. Indicative nations pricing per the National Partners brief. Figures reconcile to the Season Economics Workbook (this room). An aspirational championship in development — only Road Atlanta is confirmed.