Immersed | Investor Overview (v2)

Traction

Actuals only, each with its time window and definition. Over 1.6M users across Meta's and Apple's headset app stores.

Revenue

ARR: [PLACEHOLDER: current ARR in $, as of month and year]

Growth: [PLACEHOLDER: ARR growth rate, year over year or month over month, with start and end values]

Mix: [PLACEHOLDER: share of revenue from enterprise vs. individual subscriptions]

Retention

Net revenue retention: [PLACEHOLDER: NRR %, trailing 12 months]

Paid retention: [PLACEHOLDER: monthly paid subscriber retention or logo churn %]

Gross margin: [PLACEHOLDER: software gross margin %]

Engagement

Active users: [PLACEHOLDER: monthly active users and weekly active users, as of month and year]

Usage: [PLACEHOLDER: average hours per active user per week]

Cohorts: [PLACEHOLDER: D30 or month 3 user retention for recent cohorts]

Why now

AI is moving past the chat window into immersive work in the physical world. Three things changed this year.

Meta exited work productivity

Meta shut down Workrooms, its own work app and our main competitor for five years, in February. Immersed is now the leading work productivity app on Meta's store, and we were its first non-gaming app. Meta partnered with us to launch the Quest Pro in Best Buy.

Visor: our own work headset

Built for professionals and launching [PLACEHOLDER: confirm launch timing]. 115,000+ people are on the waitlist, which represents up to a $150M order book. Pat Gelsinger debuted Visor at Intel's keynote.

UltraTeams: managing AI agents

Our stealth product gives employees a visual way to manage a team of AI agents: whiteboard with them, steer them mid-task, and interrupt them while they plan. It launches after Visor. Virtual offices get us into the enterprise, and Visor and UltraTeams expand us across each organization.

Who is already in

"On the business side, I've seen many different iterations of AR/VR over the years, and this is the first time it has actually resonated with me. I'm not much of a "gamer" but I love Immersed because it is focused on things I actually understand: virtual work + collaboration.

If you want to get in on one of the coolest companies playing in the world of spatial computing + AI technology, Immersed is a great investment opportunity. Join us on this great adventure!"

Mark McClain

Founder, SailPoint
Invested $2M in Immersed

Source: Wefunder

Also backing Immersed

Jake Thomsen, Sovereign's Capital. Along with Mark McClain, one of our two largest investors, each having invested multiple millions.

Pat Gelsinger, former CEO of Intel. Investor, and debuted Visor on stage at Intel's keynote.

[PLACEHOLDER: short quotes from Jake and Pat, if they give one]

Team

Renji Bijoy, Founder and CEO

Led Immersed from the first non-gaming app on the Oculus Store to 1.6M+ users, the Meta Quest Pro launch in Best Buy, and a $16M round in Q2 2026.

[PLACEHOLDER: 2 to 3 line background for Renji, relevant prior experience and why he wins this problem]

[PLACEHOLDER: other key leaders, name, role and one relevant line each, if any]

Investors closely involved

Mark McClain, founder of SailPoint, and Jake Thomsen, Sovereign's Capital: our largest investors, both closely involved in how we grow and scale.

Pat Gelsinger, former CEO of Intel: investor, debuted Visor at Intel's keynote.

Board: [PLACEHOLDER: board members and roles, confirm who sits on the board]

The round

Allocation: [PLACEHOLDER: size of this allocation]. We closed a $16M round in Q2 2026.

Next round: priced at 1.5x the valuation of the round we just closed. This allocation is at current terms, before Visor ships.

Funds: invest directly, outside the Reg A+ checkout. Instrument and terms: [PLACEHOLDER: direct-check instrument, pricing, any bonus equivalent].

Individuals: Immersed is qualified by the SEC to raise up to $75M per year under Regulation A+. Share price $0.79, minimum $999.35. Bonus shares: 5% at $5,000+, 10% at $10,000+, 15% at $25,000+, 20% at $50,000+.

Use of funds: [PLACEHOLDER: hires, Visor production, UltraTeams]. What this round gets us to in the next 12 to 24 months: [PLACEHOLDER: milestone].

Individuals and smaller checks

Invest online through our SEC-qualified Regulation A+ offering on DealMaker. Share price $0.79, minimum $999.35, with bonus shares from 5% at $5,000+ up to 20% at $50,000+.

View the offering

Funds: invest directly

Funds invest directly, outside the Reg A+ checkout. Book 25 minutes with Renji, or email renji@immersed.com to request the deck and set up a direct investment.

Book a call with Renji