Seed Round · Launching Q2 2026

The operating system
for growing businesses.

One subscription. Five production-ready products. A single data layer that gets smarter with every customer interaction — while competitors sell point solutions for $50/month each.

$85B+
Combined TAM
across 6 product categories
5
Products live
shipping Q2 2026
0.5%
Take rate
on every processed payment
10×
LTV advantage
bundled vs. point solutions
The Opportunity

SMBs pay for 12 tools.
They only need one platform.

The average 50-person business pays $3,200/month across siloed tools that don't talk to each other. basics.ai replaces them all for less than one tool's cost — and makes every workflow smarter.

BeforeTypical SMB tool stack
HubSpot CRM
Mailchimp
DocuSign
FreshBooks
Clockify
Asana
Notion
Jira
Zapier
Apollo.io
Pandadoc
QuickBooks
Average total cost$3,200/mo
Afterbasics.ai replaces it all
📡
Outreach
Replaces: HubSpot + Apollo + Mailchimp
✍️
eSign
Replaces: DocuSign + PandaDoc
💸
Invoicing
Replaces: FreshBooks + QuickBooks
Timesheets
Replaces: Clockify + BambooHR
📋
Task Boards
Replaces: Asana + Jira + Notion
All-in cost$199/mo
The Suite

Six products.
One platform. One price.

Each product competes with a standalone $50–200/month SaaS. Together they form an unbreakable workflow.

📡
Live
Outreach
AI-powered B2B prospecting — find leads, write openers, book meetings on autopilot.
$15Bmarket
✍️
Live
eSign
Legally-binding e-signatures with real-time audit trail, reminders, and team vaults.
$6Bmarket
💸
Live
Invoice Generator
Quotes → invoices → Stripe payments → recurring billing. One flow, zero friction.
$22Bmarket
Live
Timesheet Keeper
Time tracking, leave management, project budgets, and manager approval workflows.
$8Bmarket
📋
Live
Task Boards
Kanban + checklists + AI card enrichment. Ship projects without the overhead of Jira.
$12Bmarket
🧬
Q3 2026
Forgen.ai
AI document generation — proposals, contracts, SOWs — trained on your org's voice.
$30Bmarket
Market Opportunity

$85B across
six categories.

We are not building a CRM or an invoicing tool. We are building the layer that makes all of them irrelevant — and capturing the transaction economics in between.

TAM
$85B+
Combined serviceable market
SAM
$14B
SMB segment, English-speaking markets
SOM
$140M
Realistic 3-year target (1% SAM)
Document AI
$30B
Invoicing
$22B
Timesheets
$8B
Task Boards
$12B
eSign
$6B
Outreach
$15B
Total TAM
$85B+ combined addressable market
Business Model

Four revenue levers.
Only one is SaaS.

The seat-based subscription gets us in the door. The transaction take rate, channel rev-share, and AI credits make us a durable, compounding business.

$140M
SOM — 3-year revenue target at 1% SAM penetration
55%
Seat-based SaaS
Per-user monthly/annual subscriptions
20%
Payment take rate
0.5% on every invoice paid via Stripe
15%
Channel rev-share
Revenue share with GTRtek-model partners
10%
AI credits (2027)
Consumption-based credits for Forgen + Copilot
The Moat

Why this can't be
one-click cloned.

Cross-product data lock-in
When contacts from Outreach appear in eSign and invoicing, no single-product competitor can replicate that context without ripping everything out.
Channel flywheel
Partners like GTRtek resell the full suite to their existing customers. Every partner signed is compounding expansion revenue we did not have to acquire directly.
AI gets smarter per customer
Every email sent, invoice created, and document signed trains org-specific models. The platform literally gets more valuable the longer a customer stays.
Payment rails = durable take
0.5% on every Stripe-processed invoice across all customers. As invoice volume scales this becomes a meaningful second revenue line, not a feature.
Roadmap

Audaciously planned.
Methodically shipped.

Every milestone below maps to a specific revenue unlock, not an arbitrary feature list.

Q2 2026
Full Suite GANow
  • 5 products in production
  • Channel partnership program live
  • Stripe Connect payments across all products
  • GTRtek as first channel partner
Q3 2026
AI Layer
  • Forgen.ai (AI document generation)
  • Copilot across every product
  • Cross-product data insights dashboard
  • Usage-based AI credits billing tier
Q4 2026
Platform Expansion
  • Public developer API + marketplace
  • White-label reseller program
  • Mobile apps (iOS + Android)
  • Series A targeting $8M at $40M pre-money
2027
Scale
  • Enterprise tier (SSO, SCIM, audit, compliance)
  • International expansion (CA, UK, AU)
  • Vertical bundles: Legal, Healthcare, Construction
  • $5M ARR milestone
Why Now

The timing has never
been this right.

AI finally makes bundling inevitable
LLMs collapsed the marginal cost of building each product category. A three-person team can now ship what used to require three separate companies. The moat is the platform, not the individual tools.
SMB software spend is accelerating
Post-COVID, SMBs normalized SaaS spend at 2–3× pre-2020 levels. They have budget. What they lack is a single trusted vendor. basics.ai becomes that vendor.
Channel partners are distribution-ready
GTRtek and firms like them already have trusted relationships with thousands of SMBs. They need a full-suite product to sell. We are building exactly that.
Get Involved

We're building the
decade-defining SMB platform.

We are raising a seed round and selectively partnering with investors who understand the SMB SaaS opportunity and want to be part of building something that lasts. Request access to our full data room — financials, technical architecture, cap table, and more.

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