SAVE AMERICA FINANCIAL GROUP, LLC

THE PARENT-PLATFORM INVESTMENT CASE.

Investor materials, portfolio strategy, management economics, operating capacity and governance are presented separately from ProIssuer’s client-acquisition experience.

Review the opportunity Request current materials

Save America Financial Group product ecosystem

PORTFOLIO STRATEGY

Different audiences. One reusable operating discipline.

One configurable white-label template and four pipeline opportunities demonstrate platform flexibility across distinct verticals. Status labels are deliberate—not every concept is a live program.

White-label template

YOUR BRAND

A configurable banking, wallet, card and rewards experience built around the client’s identity.

Program-specific diligence applies

Pipeline

HIT CARD

Community commerce and patriotic affinity, built for local engagement.

Visit program ↗

Pipeline

TIPTAPPAY

Recipient wallets, branded cards and enterprise payout orchestration.

Program-specific diligence applies

Pipeline

CANNABIS WALLET

A closed-loop ACH/RTP concept for compliant dispensary payments.

Program-specific diligence applies

Proposal

GLIDEPATHCX

Airport spend, travel utility and merchant-funded travel rewards.

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SAFG management presentation of prior debit card development experience

FINTECH INNOVATION BEFORE SCALE WAS REPEATABLE

A lead-developer record grounded in card-program work.

The founders’ experience predates today’s white-label category. Company-supplied records describe lead-product development, program orchestration and bank-facing work across entertainment, affinity and consumer payment concepts.

2011–2014Dr. Phil / Jay McGraw program work

Management materials describe design and delivery of a live Visa program and associate that work with the launch history of what became Chime.

GLOBAL PAYMENTSAllied Wallet collaboration

Founder work included development and program support across global payments, merchant processing and fintech infrastructure.

AFFINITY + BRANDTMT / The Money Team

Management materials document a Floyd Mayweather-branded card concept and related bank-approval preparation.

Third-party attribution, historic launch outcomes and network or bank status remain subject to documentary reconciliation in investor diligence.

REPEATABLE EXECUTION

A 12-week framework built around evidence—not optimism.

Standardized delivery increases launch capacity while preserving program, compliance and product discipline.

Discover

Audience, economics and commercial fit

Diligence

KYC/KYB, vendors, controls and approvals

Design

Brand, card, wallet and reward configuration

Integrate

Bank, processor, APIs and reporting

Validate

Security, UAT, reconciliation and support

Launch

Written readiness, monitoring and optimization

MATURE PROGRAM ECONOMICS

Recurring revenue with a transparent, after-cost waterfall.

The management case separates recurring consumer revenue, program direct costs, partner economics and SAFG’s B2B service contribution.

Recurring program revenue$29.49per active / month

Recurring direct cost$12.52per active / month

Net program profit$16.97per active / month

Total SAFG contribution$8.18per active / month

Dedicated Instance mature white-label economics waterfall

15%Unified / Bankafter direct costs

42.5%SAFGmodeled NPP share

42.5%White-label partnermodeled NPP share

Management capacity case only; not a forecast. Economics, splits and service pricing remain subject to executed SOWs, settlement evidence, approvals, actual activity, fraud, chargebacks and retention.

THE INVESTMENT OPPORTUNITY

Fund the parent platform—not a single-brand bet.

Capital is intended to convert documented relationships, executed agreements and a multi-program portfolio into repeatable launch capacity, measurable economics and institutional controls.

Private company offering

$5.0MTotal capital

30%Equity in SAFG

$16.67MImplied post-money

$2.5 million planned in Year 1 and $2.5 million in Year 2, subject to definitive documents.

Illustrative use of proceeds

Dedicated infrastructure25%

Implementation capacity20%

Product + rewards18%

B2B sales + acquisition16%

Compliance / legal / reserves12%

Working capital + success9%

Illustrative five-year management capacity case — Illustrative management-capacity case; not a forecast.

What the capital must prove

Contract-reconciled economics from recurring revenue through direct costs, profit share and net SAFG cash.

Repeatable approvals and launches with clear evidence gates and accountable owners.

Client-funded acquisition with active users, retention, CAC ownership and recurring value verified.

Portfolio-level control across fraud, disputes, rewards liability, privacy, reconciliation and AI governance.

AI + RISK GOVERNANCE

Lower-cost oversight. Human accountability.

AI agents can summarize evidence, surface exceptions and improve operating leverage. Policy engines and people retain decision authority.

Audit logs and source traceability
Model validation, bias and drift controls
Privacy-by-design and tenant separation
Human approval, appeal and rollback
No autonomous harmful customer decisions

SAFG AI risk control tower with human decision layer

MANAGEMENT IS CRUCIAL

Experienced operators behind the ProIssuer program layer.

Save America Financial Group, LLC combines prepaid-card, financial-services, compliance, technology, loyalty and business-development leadership so client programs are guided by people who understand the real work behind launch.

Experienced Managing Partners

Over 22 years in implementation, integration and execution of Visa and Mastercard programs.

01Chief Executive Officer

Oscar Bazan

CEO

Oscar has over 22 years of experience in the prepaid industry, co-branding with Visa and Mastercard globally and overseeing card-program operations.

02Managing Partner

James Corazzini

Managing Director

James has over 25 years in financial services and leads client relations, call-center locations, enrollment and acquisition workflows globally.

03Compliance Officer

Brad Johnson

Compliance Director

Brad has more than eight years in financial services, with experience in processing applications, compliance and implementation of programs.

Experienced Upper Management Team

C-level leadership includes a former bank CFO and a former Visa International VP with deep financial-services and program-development experience.

01Chief Financial Officer

Mark de Backer

CFO

Mark is a former financial-services executive with roles including CEO and CFO of an equipment-finance specialty company, two banks and one SEC registrant.

02Chief Consulting Officer

Des Docherty

Consulting Officer

Des has over 25 years of experience in financial services, including more than 20 years with Visa International as a VP of business development.

Experienced Co-Founders & Advisory Board

Co-founding advisory leadership brings business development experience across financial and enterprise companies.

01Advisory Board Director

Jeff Bazan

Managing Partner / COO

Jeff Bazan is a pioneer in the open-loop Visa and Mastercard prepaid industry, with experience across U.S. payment systems and global payment networks.

02Save America Financial Group Co-Founder

Bret Lee

Advisory Board

Bret brings national relationship development experience with entrepreneurs, ambassadors, political communities and public-facing campaign operations.

03Rewards & VIP Programs

Vanessa Poncetti

Loyalty & Retention Director

Vanessa has operated in hospitality loyalty and rewards for 15 years and supports VIP rewards operations across Las Vegas, Nevada and Miami, Florida.

SAVE AMERICA FINANCIAL GROUP, LLC

Build the platform. Prove the economics. Scale with control.

For investor discussions, request current materials and data-room access directly through an authorized SAFG representative.

Request investor materials Return to ProIssuer