Korea’s AI planning engine — built from Korea
Pre-founder stage: one founder, two Siemens Industry Software advisors, five partners, a US$100K self-funded bootstrap and working prototypes. Amoza Korea Co., Ltd. incorporates in 2027; a US$800K Pre-Seed is targeted for Q2–Q3 2027 after incorporation.
Why Korea. Why now. Why this founder.
The problem we solve
$100M+ annual losses per large fab
Legacy tools, manual processes, poor forecasting
Spreadsheets, 20-year-old software, consultants
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.
SaaS + expert services, priced in KRW
Software pays for scale, services pay for trust — and in Korean manufacturing, trust is earned on the shop floor. Services are about 60% of revenue in the launch year and fall to about 15% at scale. One price list is used on both aplanner.amoza.ai and www.amoza.ai. Prices in KRW per year; USD equivalents approximate. One price list is used on aplanner.amoza.ai and www.amoza.ai.
aPlanner Product (SaaS)
Services (≈ 60% in 2027–28 → ≈ 15% at scale)
Revenue mix evolution (plan)
Unit economics (plan): ACV KRW 270M → 650M; LTV:CAC 7.5× (Y2) → 20× (Y3); NRR > 130% via MAKE-pillar cross-sell. Plans, not results.
| Period | Services | SaaS | Note |
|---|---|---|---|
| 2026–27 (Bootstrap) | — | — | No revenue; self-funded US$100K |
| 2027–28 (Launch) | ≈ 60% | ≈ 40% | Assessment + pilot → first Starter subscription |
| 2028–29 (5–10 customers) | ≈ 35% | ≈ 65% | Second customer, aMonitor add-on |
| At scale | ≈ 15% | ≈ 80–85% | SaaS 85–90% gross margin; NRR > 130% target |
18 months: OASIS-6 → D-8-4 → Korean pilot
The sequence matters: award, IP, company, visa, pilot. OASIS-6 is the first domino.
OASIS-6 · IP · MVP validation
- OASIS-6 competition; OASIS-4/5
- KIPO patent application #1; trademarks Amoza / aPlanner
- aPlanner MVP validation on synthetic fab data; Korean UI
Amoza Korea Co., Ltd. · D-8-4
- Incorporate Amoza Korea (Incheon Songdo or Suwon — TBC) with OASIS-8
- TIPS / Pre-startup Package applications
- D-8-4 change of status; pilot contract negotiation
First Korean fab pilot · Pre-Seed
- First Korean fab pilot (one line, 8–12 weeks) after a paid readiness assessment
- Hire 2 Korean engineers (planning domain + MES integration)
- Pre-Seed US$800K (≈ KRW 1.1B)
Pilot → Starter subscription
- Convert pilot to Starter subscription (first KRW revenue)
- Second Korean customer (supplier / OSAT)
- SOC 2 Type II — planned 2027–28; Seed preparation
5–10 Korean customers · aMonitor
- 5–10 Korean customers
- aMonitor (factory monitoring) add-on
- Seed US$2M; Singapore / Vietnam from the Korea HQ
The 17-year direction
Long-term vision only; figures beyond 2029 are direction, not forecasts.
Bootstrap
Launch
Scale Up
Scale Out
Growth Up
Globalization
Three advantages no overseas vendor can copy quickly
Overseas vendors fail the Korean fab’s first three questions: where is my data, does it talk to my MES, and who answers the phone in Korean at 7 a.m.? Plus the IP and the capital discipline to get there.
Semiconductor-specific IP
Yield-aware constraint scheduling and node-migration planning
Founder in the fab
Years of Siemens Industry Software / Samsung Electronics project work in Korea
Data stays in the fab
On-prem / private cloud first — where cloud-first incumbents stall
Korean users, Korean support
Korean UI, KRW contracts, team within an hour of the cluster
Capital efficiency
US$100K bootstrap already produced working prototypes
Investment highlights
Use of Pre-Seed (12 months)
Milestones unlocked: pilot live → first KRW revenue → 3 customers → Seed.
Sources of funding (stacked)
Long-term options (direction only)
Exit options
| Option | Timeline | Valuation Range |
|---|---|---|
| Strategic Acquisition | Years 4-6 (direction) | Not modelled publicly |
| PE Buyout | Years 7-9 (direction) | Not modelled publicly |
| Continue Growth | Years 10-12 (direction) | Not modelled publicly |
| IPO | Years 13-17 (direction) | Not modelled publicly |
Potential acquirers / partners
| Category | Companies | Strategic Fit |
|---|---|---|
Enterprise Software | SAP, Oracle, Microsoft | Add AI planning to suite |
Industrial Software | Siemens, Dassault, PTC | Manufacturing footprint |
Private Equity | Vista, Thoma Bravo | SaaS consolidation |
Strategic Corporates | Memory and foundry groups, Korean SI / MES vendors | Vertical integration |
Talk to the founder about the Pre-Seed
Korean angels, accelerators and TIPS operators who understand manufacturing: the OASIS-6 IR deck is available on request after the December 2026 presentation. E-mail the founder directly.
danniel@amoza.ai