Catalyst Capital
Statement of Account
Statement date September 9, 2026
Period: September 2025 to date
Prepared forChet Beiler
ClearView Asset Protection, LLC
FromAlex Rodriguez
Catalyst Capital · alex@catalyst-capital.co
Total billed $75,000 less $55,000 received in 2026.
Retainer continues at $5,000 on the 1st of each month.
Terms in effect
- 2025 engagement (September to December 2025): monthly retainer, paid in full, plus a success fee of 1% on the $2,000,000 raised.
- 2026 engagement (agreed March 27, 2026): one-time build fee of $25,000; monthly retainer of $5,000 from launch (June 2026); success fee of 10% on capital raised through the campaign.
- Per your March 26 proposal, once cumulative capital raised passes $5,000,000, campaign costs paid to that point are credited back against future success fees.
Charges
| Item | Amount |
|---|
| 2025 success fee · 1% of $2,000,000 raised | $20,000 |
| 2026 build fee · webinar campaign build, one-time | $25,000 |
| Retainer · June 2026 through September 2026 · 4 × $5,000 | $20,000 |
| 2026 success fee · 10% of $100,000 raised | $10,000 |
| Total billed | $75,000 |
Payments received in 2026
| Date | Applied to | Amount |
|---|
| Jan 6, 2026 | Toward 2025 commission | $5,000 |
| Jan 15, 2026 | Toward 2025 commission | $5,000 |
| Jan 21, 2026 | Toward 2025 commission | $5,000 |
| Apr 19, 2026 | Build fee 1 of 5 | $5,000 |
| May 1, 2026 | Build fee 2 of 5 | $5,000 |
| May 13, 2026 | Build fee 3 of 5 | $5,000 |
| May 22, 2026 | Build fee 4 of 5 | $5,000 |
| May 27, 2026 | Build fee 5 of 5 | $5,000 |
| Jun 9, 2026 | Jun retainer | $5,000 |
| Jun 18, 2026 | Jul retainer | $5,000 |
| Aug 22, 2026 | Aug retainer | $5,000 |
| Total received | $55,000 |
| Balance due | $20,000 |
The 2025 retainer (4 payments, $19,850) was settled in full and is not included above.
Capital raised through the campaign
| Date | Note | Raised | Success fee |
|---|
| Mar 26, 2026 | First $100K, per Chet's Mar 26 email | $100,000 | $10,000 |
| Total | $100,000 | $10,000 |