INVESTOR INFORMATION

Building the future of manufacturing intelligence

Join us on the journey from bootstrap to global leadership. A clear path from $0 to $10B+ over 17 years.

THE OPPORTUNITY

Why now. Why us. Why this market.

$75B
Total Addressable Market
Growing to $142B by 2030
$9.5B
Serviceable Addressable Market
Complex manufacturing focus
Samsung
Initial Beachhead
Samsung Electronics Memory (NAND Flash)

The problem we solve

Pain Point

$100M+ annual losses per large fab

Root Cause

Legacy tools, manual processes, poor forecasting

Current Solutions

Spreadsheets, 20-year-old software, consultants

The Gap

No AI-native platform built for complex manufacturing

Market growth drivers

AI Adoption Accelerating

Manufacturers actively investing in AI-powered planning to replace legacy tools and manual processes.

Legacy Replacement Cycle

Planning tools that are 15-20 years old are reaching end-of-life, creating a massive replacement wave.

Digital Transformation Urgency

Post-pandemic supply chain disruptions have accelerated investment in modern planning technology.

Supply Chain Investment

Global supply chain disruptions are driving unprecedented investment in planning and visibility tools.

BUSINESS MODEL

Product + Services flywheel

A capital-efficient model where professional services fund product development, creating a self-reinforcing growth engine that accelerates over time.

aPlanner Product (SaaS)

Starter
$80K-$150K/year
Professional
$300K-$600K/year
Enterprise
$800K-$2M+/year

Professional Services (35%)

Consulting
$40K-$500K per engagement
Implementation
$75K-$500K per deployment
Managed Service
$10K-$50K/month

Revenue mix evolution

YearRevenuePhase
Year 1$0
Bootstrap
Year 2$1M
Launch
Year 3$3M
Launch
Year 4$5M
Scale Up
Year 5$8M
Scale Up
Year 6$10M
Scale Up
17-YEAR JOURNEY

Clear milestones. Clear targets. Clear path.

Bootstrap

Year 1
Revenue
$0
Focus
Build & Validate
MVP launched with 4 core capabilities
7 co-founders assembled
Samsung Electronics Memory beachhead engagement
Pre-Seed funding secured ($500K-$1M)

Launch

Years 2-3
Revenue
$1M-$3M
Focus
Market Entry
First paying customers
Seed funding closed ($1M-$3M)
SAP and Oracle integrations certified
$1M-$3M revenue

Scale Up

Years 4-6
Revenue
$5M-$10M
Focus
Growth & Leadership
Series A funding ($5M-$7M)
Regional expansion (APAC)
Multiple industry verticals
$5M-$10M revenue

Scale Out

Years 7-9
Revenue
$30M-$100M
Focus
Regional Expansion
Series B funding ($30M-$50M)
EU and Americas expansion
Product ecosystem maturing
$30M-$100M revenue

Growth Up

Years 10-12
Revenue
$300M-$1B
Focus
Category Leadership
Series C funding ($300M-$500M)
Category leadership position
Acquisition opportunities
$300M-$1B revenue

Globalization

Years 13-17
Revenue
$1B-$10B
Focus
Global Dominance
IPO readiness
Global market presence
Full ecosystem deployed
$1B-$10B revenue
COMPETITIVE ADVANTAGES

Defensible moats

Our competitive advantages are deeply embedded and difficult to replicate, creating lasting differentiation in the market.

Industry-Specific AI

Models trained on manufacturing patterns

5+ years

Domain Expertise

Team with decades of manufacturing experience

Cannot replicate

Integrated Services

Product + consulting + implementation

Rare capability

Customer Data

Anonymized learning across customers

Grows over time

Bootstrap Efficiency

Services fund product; less dilution

Capital advantage
INVESTMENT OPPORTUNITY

Investment highlights

Large Market — $75B TAM, growing to $142B by 2030
Clear Pain — $100M+ annual losses per fab from poor planning
Perfect Timing — AI adoption accelerating, legacy tools failing
Experienced Team — 7 co-founders with domain expertise + technical capability
Capital Efficient — Bootstrap model; services fund product
Clear Exit Path — Strategic buyers actively acquiring in space

Use of funds

Product Development50%
Go-to-Market (Sales + Marketing)30%
Operations & G&A20%

Funding timeline

1
Pre-Seed
Year 1
$500K-$1M
MVP completion, first pilots
2
Seed
Year 2
$1M-$3M
Market launch, team scaling
3
Series A
Year 4
$5M-$7M
Scale operations, regional expansion
4
Series B
Year 7
$30M-$50M
Global expansion, product ecosystem
5
Series C
Years 10-12
$300M-$500M
Category leadership, acquisitions
EXIT STRATEGY

Built for strategic value

Exit options

OptionTimelineValuation Range
Strategic AcquisitionYears 4-6$300M-$600M
PE BuyoutYears 7-9$400M-$800M
Continue GrowthYears 10-12$1B-$3B
IPOYears 13-17$5B-$20B+

Potential acquirers / partners

CategoryCompaniesStrategic Fit
Enterprise Software
SAP, Oracle, MicrosoftAdd AI planning to suite
Industrial Software
Siemens, Dassault, PTCManufacturing footprint
Private Equity
Vista, Thoma BravoSaaS consolidation
Strategic Corporates
Samsung, TSMCVertical integration

Interested in learning more?

We're selectively engaging with strategic investors who understand manufacturing and can add value beyond capital. Let's start a conversation.

Request investor materials
$75B TAM
Capital-efficient growth
Clear exit path