Investor Presentation 2026

AI Intelligence LIVE

The World's Most Advanced AI News, Intelligence & Sales Platform

A unified ecosystem combining Real-Time AI News & Reports, AI Topic Forum, Bloomberg Terminal-Style Intelligence Dashboard, AI Programming Education, AI Executive Mastery, and Sellscape AI outbound sales automation — all built for AI industry professionals.

$6.23M

Year 1 Revenue

76%+

Profit Margin

One Platform

6 Products

$126M+

3-Year Revenue

Executive Summary

Platform Vision

AI Intelligence LIVE is a subscription-based SaaS platform providing real-time AI news monitoring, trend analysis, executive briefings, competitive intelligence, an AI Topic Forum, a Bloomberg Terminal-style AI Intelligence Terminal, and Sellscape AI outbound sales automation — all in one professional dark-themed interface built for AI industry professionals.

The platform combines six powerful products into one unified ecosystem, creating massive network effects, switching costs, and recurring revenue across multiple customer segments.

"Give every AI professional the intelligence advantage of a Wall Street trading desk — plus a fully automated sales engine — but for the AI industry."

Investment Highlights

76%+ blended profit margin at full capacity across the 6-product suite
$6.23M actual Year 1 cash collected (ramp-adjusted) — reaching $10.15M/yr run rate by Month 12
6 integrated products with powerful network effects
Massive addressable market: 5M+ AI professionals + 100K+ outbound sales teams
Minimal infrastructure costs (Supabase + Vercel + AI APIs)
Recurring subscription revenue with high retention potential
Ultra-low cost structure: serverless, near-zero marginal cost on 4 of 6 products
$126M+ projected 3-year cumulative revenue
First-mover in AI-specific Bloomberg Terminal + AI-native sales automation
Platform already built and functional — ready for launch

The Team

James Vernon

Founder & CEO — AI Intelligence International

Entrepreneur with deep roots in AI technology and digital product development. Built AI Intelligence LIVE from the ground up — from architecture and product design through deployment — demonstrating both technical depth and product vision required to lead a vertical SaaS platform in the AI intelligence space.

Company

AI Intelligence International

Domain Focus

AI Intelligence & SaaS

Platform Stage

Built & Deployed

Location

Ocala, Florida

Why This Founder Wins

Domain expertise — built exactly what AI professionals need
Product already operational — zero idea-stage risk
Capital-efficient architecture — serverless, near-zero marginal cost
First-mover discipline — moving decisively while the market forms
Investor-ready — full financial model, projections, and briefing materials prepared

"The fastest path to winning a vertical SaaS market is a founder who deeply lives the problem. AI professionals need intelligence infrastructure — and this platform is built from the inside out."

Traction & Proof Points

Live & Operational

Platform Status

Full 6-product suite deployed

Growing Pipeline

Investor Interest

Pre-launch briefings underway

PR Newswire + AP News

Press Coverage

National distribution secured

Ready Now

Launch Readiness

Pending marketing capital

What's Already Built

AI Intelligence Terminal — real-time Bloomberg-style dashboard for the AI industry
AI News Feed — live monitoring with executive summary generation
AI Reports — scheduled intelligence briefs on any AI topic
AI Topic Forum — professional community with structured discussion
AI Executive Mastery — courses, assessments, and certification tracks
Sellscape AI — AI-driven outbound sales automation with 4-tier pricing
Full investor briefing suite — profitability model, projections, and presentation

Press & Credibility

PR Newswire

National press distribution — platform announcement reaching 5,000+ journalists and 3,000+ websites across North America.

AP News

Associated Press distribution — top-tier credibility for investor, enterprise, and institutional outreach.

Milestones Completed

Full-stack platform deployed on Vercel + Supabase
6 products integrated into single authenticated experience
Investor briefing materials produced and distribution-ready
Revenue model validated — Aggressive scenario sourced from Suite Profitability dashboard

The Opportunity

Market Size & Growth

Global AI Market Size (2025)$15.7 Trillion
AI Industry Professionals Worldwide5M+
AI News & Intelligence Market$4.2B annually
Professional Terminal Market (Bloomberg, Reuters)$35B+
Sales Engagement / AI SDR Market (2025)$12B+
AI SaaS Growth Rate42% CAGR
Executive Education Market$50B+ annually
AI Training Market Growth Rate38% CAGR
Global EdTech Market (2025)$400B
Companies Planning AI Implementation87% of Fortune 500

Why Now?

AI news volume has grown 400% in 2 years — professionals cannot manually track it
87% of executives say they need better AI intelligence tools
Outbound sales teams are shifting from human SDRs to AI-first automation
No unified platform combines news + reports + forum + terminal + education + AI sales
Bloomberg Terminal costs $25,000/year — our alternative starts at $99/month
AI regulation (EU AI Act, CCPA) creating urgent demand for compliance intelligence
375,000+ unfilled AI/ML jobs in the US creating massive reskilling demand
Only 15% of executives feel "very confident" in their AI knowledge
600+ AI news sources publish daily — automation is essential

Six Products, One Ecosystem

Our unified platform creates powerful network effects and switching costs across six integrated products, each targeting distinct customer segments within the AI professional and outbound-sales markets.

AI Intelligence LIVE

Real-Time News & Reports

600+ AI news sources monitored every 15 minutes
AI relevance scoring (0-100) on every article
Weekly AI Trends Reports (14-section analysis)
CEO-Grade & Analyst Reports
Executive Briefings & Multi-Article Synthesis
Shareable public links for team distribution
Pricing: $99/month membership + credit-based reports

AI Intelligence Terminal

Bloomberg Terminal for AI

18 live intelligence panels across 3 pages
5-minute auto-refresh with live data
Risk Dashboard (5-dimension risk gauge)
Competitive Radar (OpenAI, Anthropic, Google, Meta, Mistral)
AI Query Interface (natural language queries)
Decision Brief with urgency tiers
Pricing: $129–$500/month (Starter to Team) + Enterprise

AI Topic Forum

Community Intelligence

Topic-driven AI discussions for professionals
Topic Analysis & Multilingual Reports per topic
Multi-Article, Executive Briefing & Analyst Reports
Industry-aligned categories matching terminal topics
Forum insights feed into terminal panels
Network effects: more users = more value
Pricing: Included with membership + credit-based reports

AI Programming USA

Full-Stack AI Education

18+ modules, 120+ interactive lessons
Python → JavaScript → React → AI → Deployment
AI-powered personalized feedback (Claude AI)
Certificate generation system
Offline learning (PWA support)
Community forum + progress tracking
Pricing: $97–$147/month (Foundations to Professional)

AI Executive Mastery

C-Suite AI Education

38 hours of executive-focused content
8 comprehensive modules
100+ templates, frameworks & tools
AI-powered readiness assessments
Industry-specific case studies
99%+ profit margin per student
Pricing: $250–$666/month ($2,490–$6,640/year)

Sellscape AI

AI Outbound Sales Automation

Starter: $99/mo · 1 seat · 500 lookups
Pro: $299/mo · 5 seats · 2,500 lookups
Scale: $799/mo · 25 seats · unlimited lookups via BYOK
Enterprise: pay-per-meeting ($250–$1,500 per qualified booking)
AI-first + dedicated Account Manager on Scale/Enterprise
Private hosting, custom branding on Enterprise
Pricing: $99–$799/mo · Enterprise per-meeting

Ecosystem Advantage

Cross-sell: Terminal users → Executive Education → Sellscape

Upsell: Forum members → Business Team → Enterprise

Retain: Community + Data Moat = Switching Costs

Expand: Individual → Team → Enterprise

Compound: 600+ sources = irreplaceable data archive

Convert: Intelligence users are natural Sellscape buyers

AI Intelligence Terminal — Flagship Product

A Bloomberg Terminal-style interface for AI industry intelligence. 18 unique panels across 3 paginated views.

Page 1: Executive Command Center

ALERTS — Live news with severity scoring
WEEKLY DECISION BRIEF — Urgency-tiered actions
MARKET SIGNALS — 5 key AI market data points
COMPETITIVE RADAR — Company strength scoring
BUSINESS ROI — Quantified impact metrics
REVENUE ACCELERATION — Market opportunities
AI TRENDS DIGEST — Weekly report preview
AI QUERY INTERFACE — Natural language queries

Page 2: Market & Competitive

CUSTOMER SIGNALS — Behavior intelligence
PIONEER SCORE — Sector AI maturity
MARKET SIGNALS — Cross-page context
COMPETITIVE RADAR — Cross-page context
SECTOR AI ADOPTION — Industry benchmarking
DEMAND FORECASTING — Volume-based signals
MARKETING IMPACT — AI marketing intelligence
LIVE AI TOPICS — Trending categories

Page 3: Risk & Governance

RISK DASHBOARD — 5-dimension risk gauge
AI ACCURACY RISK — Data reliability
AI TRUST & GOVERNANCE — Compliance tracking
AI QUERY INTERFACE — Cross-page access
CUSTOMER SIGNALS — Cross-page context
WEEKLY DECISION BRIEF — Cross-page actions
AI RELIABILITY RISK — Feed reliability metrics

AI News & Reports — Intelligence Engine

The foundation of the entire ecosystem — a real-time AI news monitoring and report generation engine that ingests, scores, analyzes, and synthesizes intelligence from 600+ sources every 15 minutes.

News Ingestion Pipeline

600+ Sources Monitored: RSS feeds, scraped publishers, AI research outlets, industry newsletters, venture capital blogs, regulatory filings
15-Minute Refresh Cycle: Automated cron jobs fetch, deduplicate, and score new articles continuously
AI Relevance Scoring (0-100): Every article assessed by GPT-4o for AI-industry relevance, with severity classification (high/medium/low)
Category & Industry Classification: Automated AI-powered tagging across 50+ categories and 8 industries
Content Quality Assessment: Source credibility scoring, content integrity verification, deduplication
Article Archive: Growing searchable database — every article indexed, searchable, and queryable via AI

Report Generation System

Weekly AI Trends Report: 14-section comprehensive analysis — Top Trends, Risk Signals, Market Moves, Competitor Moves, Regulatory Updates, KPI Dashboard, Decision Brief, and more
CEO-Grade Reports: Executive summary format with urgency tiers and action items — designed for C-suite decision-making
Analyst Reports: Deep-dive analysis with data citations, methodology notes, and supporting evidence
Multi-Article Synthesis: Cross-article intelligence combining insights from multiple sources into unified briefings
Executive Briefings: 1-page C-suite summaries with risk signals, market signals, and recommended actions
PDF Export & Sharing: Export any report to PDF, generate public shareable links for team distribution

Revenue Model: AI News & Reports

$99/mo
Membership
News access + all features (excl. Terminal)
$5–$70
Credit Top-ups
Pay-per-use for premium reports
5 Types
Report Formats
Trends, CEO, Analyst, Multi, Briefing
90%+
Margin on Reports
AI generation cost: ~$0.03–$0.15/report

Sellscape AI — AI-Native Outbound Sales

An AI-first outbound sales platform priced from $99/mo to fully-managed pay-per-meeting Enterprise. Adds a second revenue engine to the ecosystem — the single largest product line at full capacity ($4.09M/yr).

TierPrice
Starter$99/mo
Pro$299/mo
Scale$799/mo
Enterprise$250–$1,500 / qualified meeting
$4.09M
Full-Cap Annual Revenue
Largest single product line
$2.28M
Full-Cap Annual Profit
55.8% margin (AI + strategist costs)
968
Aggressive Accounts
550 Starter · 250 Pro · 160 Scale · 8 Ent
$875
Enterprise ARPMeeting
Midpoint of $250–$1,500 / qualified booking

Pricing Strategy

AI Intelligence Terminal — Subscription Plans

PlanMonthly
Starter$129
Professional$299
Pro / TeamRECOMMENDED$500
EnterpriseCustom

Additional Product Pricing

AI Programming USA

Foundations$97/mo
Professional$147/mo
Enterprise$99.99/user/mo

AI Executive Mastery

AI Essentials$250/mo ($2,490/yr)
Executive Mastery$666/mo ($6,640/yr)

Sellscape AI

Starter$99/mo
Pro$299/mo
Scale$799/mo
Enterprise$250–$1,500/meeting

Credit Top-ups

10 credits$5 ($0.50/ea)
50 credits$20 ($0.40/ea)
200 credits$70 ($0.35/ea)

Competitive Price Positioning

CompetitorPrice
Bloomberg Terminal$25,000/yr
CB Insights$60,000/yr
Gartner Research$30,000+/yr
Outreach.io / Salesloft$100–$180/user/mo
HBS Online (AI)$1,850/course
AI Intelligence LIVE (Suite)$1,188–$10K+/yr

Financial Projections

Combined 6-Product Revenue — Aggressive Projection (Year 1 — 2026)

Year 1 Cash Collected

$6,231,064

Ramp-adjusted — actual revenue received

Grows from $127K (Month 1) to $845K (Month 12)

Full-Capacity Run Rate

$10,145,558

Annual rate once at 100% capacity

Month 12 revenue × 12 — Year 2 baseline

Year 1 Net Profit

$4,735,608

76% blended margin on ramp revenue

COGS paid from revenue, separate from $908K investment

Understanding These Two Revenue Figures

There are two distinct Year 1 revenue figures — both are correct, they measure different things:

$6.23M — Actual Year 1 Cash Collected

The real money received in Year 1. The business ramps from 15% capacity in Month 1 to 100% by Month 12 — early months generate far less. Cumulative total from the ramp table below.

$10.15M — Annual Run Rate at Full Capacity

What the 6-product suite earns once fully scaled (Month 12 revenue × 12). This is the Year 2 starting point — sourced from the Suite Profitability dashboard (Aggressive scenario).

Monthly Growth Ramp-Up Model — Year 1 Actual Cash Flow

Year 1 Cash Collected $6,231,064(ramp-adjusted)
Full-Capacity Run Rate $10,145,558/yr(Month 12 × 12 — Year 2 baseline)

Each month's revenue = Aggressive scenario full-capacity base ($845,463) × that month's growth %. The business reaches 100% capacity by Month 12, setting the Year 2 run rate.

MonthMonthly Revenue
Month 1$127K
Month 2$186K
Month 3$254K
Month 4$338K
Month 5$423K
Month 6$507K
Month 7$592K
Month 8$659K
Month 9$719K
Month 10$769K
Month 11$812K
Month 12$845K
YEAR 1 TOTAL$6,231,062

Growth Drivers

Month 1-2: Beta users convert + ProductHunt/HackerNews launch
Month 3-4: Paid acquisition (LinkedIn Ads, Google Ads) begins
Month 5-6: Content marketing flywheel + SEO producing organic leads
Month 7-8: Enterprise pilot programs → full contracts closing
Month 9-10: Referral program + word-of-mouth acceleration + Sellscape self-serve virality
Month 11-12: Market maturity, platform effects, near-capacity

Key Assumptions (Aggressive)

Terminal: 900 subs (400 Starter · 300 Pro · 150 Team · 50 Ent) — $268 blended ARPU
Executive: 200 students (140 Essentials · 60 Mastery) — $458 blended ARPU
Trends: 460 subs (276 monthly · 184 yearly)
LIVE Forum: 1,100 active members + credit-based reports
Programming: 200 students (120 Foundations · 80 Professional)
Sellscape: 968 accounts — 550 Starter · 250 Pro · 160 Scale · 8 Enterprise
Monthly churn: 3-5% offset by new acquisition

Revenue by Product (Full-Capacity Run Rate — $10.15M/yr)

NOTE

This table shows the full-capacity annual run rate ($10.15M/yr) — not Year 1 actual cash. Year 1 actual cash collected is $6.23M (ramp-adjusted). The $2.41M in Annual Costs is COGS — paid from revenue, separate from the $908K growth capital investment. Figures sourced from the Suite Profitability dashboard (Aggressive scenario × 12 months at full capacity).

ProductAnnual RevenueAnnual CostsNet ProfitMargin
Sellscape AI$4,092,480$1,808,294$2,284,18655.8%
AI Intelligence Terminal$2,895,600$314,208$2,581,39289.1%
AI Intelligence LIVE (Forum + Reports)$1,827,750$100,138$1,727,61294.5%
AI Executive Mastery$899,520$55,138$844,38293.9%
AI Programming USA$280,800$68,760$212,04075.5%
AI Trends Report$149,408$64,869$84,53956.6%
COMBINED TOTAL$10,145,558$2,411,407$7,734,15176.2%

3-Year Growth Projection

YearCombined RevenueMargin
2026 (Year 1)$6,231,06476%
2027 (Year 2)$40,000,00080%
2028 (Year 3)$80,000,00085%
3-Year Total$126,231,06483%

How These 3 Years Are Financed

The $908K seed investment funds Year 1 only. Years 2 and 3 growth is powered by a combination of Year 1 operating profit and an optional Series A raise in Q1 2027.

Year 1 — 2026
Seed Investment: $908K
Outside Investment

Entirely funded by investor capital. $6.23M actual cash collected in Year 1 (ramp-adjusted). By Month 12 the business reaches full capacity at $845,463/month — setting the $10.15M/yr run rate that funds Year 2.

Year 2 — 2027
Self-Funded + Optional Series A
No New Investment Needed

Year 1 gross profit (~$4.74M ramp-adjusted) plus the $10.15M/yr run rate entering Year 2 more than covers operating costs. A Series A raise of $3–5M is optional — it accelerates growth to the $40M target but is not required for survival. SAFE notes convert to equity at this point.

Year 3 — 2028
Self-Funded from Operations
No New Investment Needed

No additional outside investment required. Year 2 profit (~$32M) fully funds the Year 3 scale to $80M. If a Series A was raised, this is the year it delivers its highest return. The business is cash-flow positive and self-sustaining.

Bottom line: your $908K investment is the only capital this business requires to reach self-sufficiency. The Series A in Year 2 is an acceleration option, not a lifeline — the business survives and grows without it.

Unit Economics & Cost Structure

AI Intelligence Terminal — Per Subscriber

Average Revenue per Subscriber (monthly)$268
Cost per Subscriber (infra + AI)$2.90/mo
Profit per Subscriber$265.10/mo
Profit Margin per Subscriber98.9%
Lifetime Value (24-month retention)$6,362
Customer Acquisition Cost (target)$150–$300
LTV:CAC Ratio21:1 to 42:1

AI Executive Mastery — Per Student

Revenue per Student (annual)$6,640
All-in Cost per Student$1.48
Profit per Student$6,638.52
Profit Margin99.98%
Target Blended CAC$250–$500
LTV:CAC Ratio13:1 to 26:1

Sellscape AI — Per Account

Blended ARPU (Starter/Pro/Scale mix)$264/mo
Enterprise ARR per Account$126K/yr (12 meetings × $875 × 12)
AI Message Cost$0.05 per message
Sub-Tier Gross Margin80%+
Enterprise Gross Margin (with dedicated AM)45–55%
Payback Period (Starter/Pro/Scale)< 1 month
Blended Product Margin55.8%

AI Programming USA — Unit Economics

Customer Acquisition Cost (CAC)$45
Lifetime Value (LTV)$720
LTV/CAC Ratio16:1
Monthly Churn Rate4.5%
Gross Margin75.5%
Average Revenue Per User (ARPU)$117/month
Payback Period1.4 months

Why 76%+ Blended Margins?

4 of 6 products (LIVE, Terminal, Executive, Programming) run at 75–99% margin
Digital SaaS: Zero marginal cost per additional subscriber on subscription tiers
AI API costs: Only triggered on user actions, not per-subscriber
Serverless architecture: Supabase Edge Functions scale automatically
Sellscape Enterprise carries dedicated strategist cost — offset by $126K ARR per account
No physical infrastructure — content delivered globally via CDN
Content generated by AI: Eliminates manual content creation teams
Course content created once, sold infinitely

2026 Go-To-Market Timeline

Q1

Platform Completion & Beta

Budget: $83,000

Complete all 18 terminal panels with live data
Finalize Stripe subscription integration (all 6 products)
Recruit 50 beta testers (free access)
Complete AI Executive Mastery content (38 hrs)
Sellscape AI Starter/Pro tier polish + onboarding
Q2

Public Launch 🚀

Budget: $200,000

PUBLIC LAUNCH — All 6 products live
LinkedIn marketing targeting AI professionals + sales leaders
"Bloomberg Terminal for AI" positioning + Sellscape self-serve
Launch referral program
Begin weekly AI Trends Report publishing
Q3

Growth Acceleration

Budget: $310,000

Scale marketing on proven channels
Launch Team plans + enterprise outreach
Sellscape Scale tier (BYOK) push to scale-ups
Corporate training packages (10+ execs)
Mobile-optimized terminal experience
Q4

Scale & Enterprise

Budget: $315,000

Enterprise sales pipeline activation
Sellscape Enterprise pay-per-meeting deals
Expand to 1,000+ news sources
International expansion planning
Annual conference/webinar launch

Total 2026 Budget: $908,000 (across all 6 products)

Target Customer Profiles

The AI Product Leader

VP of AI, Fortune 500

Pain: 2+ hrs/day reading AI news manually
Value: Terminal saves 10+ hours/week
Budget: $129–$500/mo
AI Intelligence Terminal

The AI Investor

Partner, AI-focused VC

Pain: CB Insights ($60K/yr) not AI-specific
Value: 95% cheaper, AI-specific focus
Budget: $299–$500/mo (team)
AI Intelligence Terminal

The Strategic CEO

CEO, $10M–$10B company

Pain: Needs AI strategy, feels unprepared
Value: 100+ frameworks & tools
Budget: $5K–$10K personal dev
AI Executive Mastery

The Career Changer

Developer / Student

Pain: Need structured AI education path
Value: Zero to deployable AI apps
Budget: $97–$147/mo
AI Programming USA

The Outbound Sales Leader

VP Sales / Head of GTM

Pain: SDR headcount too expensive to scale
Value: AI-first outbound at fraction of SDR cost
Budget: $99–$1,500/meeting
Sellscape AI

Competitive Advantages & Moats

Purpose-Built for AI + Sales

Only platform combining news + reports + forum + terminal + education + AI outbound sales specifically for AI professionals.

Real-Time Intelligence Terminal

Bloomberg Terminal UX at 95% lower cost. 18 live panels with 5-minute auto-refresh. No other product offers this.

AI-Powered Report Generation

CEO-grade reports generated automatically. 14-section analysis every week. Multi-article synthesis creates unique insights.

Data Moat (Compounds Daily)

600+ sources ingested continuously. Historical archive grows daily. AI scoring improves with more data.

Network Effects (Forum + Community)

More users → more discussions → more value. Expert contributors attract professionals. Team plans create switching costs.

Sellscape Cross-Sell Engine

Every intelligence user is a natural Sellscape buyer — instant expansion motion inside the same account.

Ultra-Low Cost Structure (4 of 6 products)

76–99% margins on subscription products. No content creation team. No server management.

Vertical Integration

End-to-end pipeline: Ingestion → Scoring → Analysis → Reports → Terminal → Forum → Sellscape outreach.

99% Executive Education Margins

Digital delivery with $1.48 all-in cost per student. Infinite scalability. Content created once, sold infinitely.

Technology & Infrastructure

Architecture (Ultra-Low Cost, Infinitely Scalable)

FrontendReact 19 + TypeScript + Vite 7$0 (open source)
FrameworkTanStack Start (SSR)$0 (open source)
StylingTailwind CSS v4$0 (open source)
DatabaseSupabase (PostgreSQL)$500/mo
Edge FunctionsCloudflare WorkersIncluded
Hosting & CDNVercel + Cloudflare$200/mo
AuthSupabase AuthIncluded
PaymentsStripe2.9% + $0.30/txn
AI (Primary)OpenAI GPT-4oPay per use
AI (Secondary)Anthropic ClaudePay per use
EmailSendGrid / Resend$200/mo
News SourcesNewsData.io + RSS$500/mo

Scalability & Reliability

Serverless: Edge functions auto-scale to any load
CDN: Vercel + Cloudflare global edge network (99.99% uptime)
Database: Supabase PostgreSQL scales to millions of rows
Real-time: Supabase Realtime for live data updates
Zero server management: No DevOps overhead
Global delivery: Content served from nearest edge location
Multi-AI Provider: OpenAI + Anthropic + Gemini prevents vendor lock-in
Platform handles 10,000+ concurrent users on current infra
PWA support: Offline-first capability for mobile

Risk Analysis & Mitigation

RiskProbabilityImpactMitigation
Slow subscriber acquisitionMediumHighExtended free tier, aggressive content marketing, referral program
AI API cost increasesMediumMediumMulti-provider strategy, caching, cost optimization
Competition from Bloomberg/ReutersLowHigh95% cheaper, AI-specific focus, community moat
AI market downturn / hype cycleLowHighImplementation focus, industry-specific content
Sellscape Enterprise unit cost creepMediumMediumAutomation of strategist workflows, tiered pricing, per-meeting floor $250
High churn in early monthsMediumMediumOnboarding optimization, engagement emails, feature releases
Enterprise sales cycle lengthMediumLowFocus self-serve first, enterprise Year 2 priority

The Ask — Investment Opportunity

Year 1 — Seed Round
$908,000
Quarterly Capital Calls

The only outside capital this business requires. Paid in 4 quarterly installments — investors wire each quarter's share when the capital is actually needed, not all upfront.

Year 2 — Self-Funded
$0 Required
Optional Series A

Year 1 profit (~$4.74M ramp-adjusted) plus the $10.15M/yr run rate entering Year 2 fully funds operations. An optional $3–5M Series A accelerates growth — SAFE notes convert here.

Year 3 — Self-Funded
$0 Required
No New Investment

Year 2 profit (~$32M) funds the $80M Year 3 target. Business is fully self-sustaining from operating cash flow.

Investor Exit & Return Scenarios

Based on $4M post-money valuation cap. Returns are investor-specific — calculated as your ownership % × exit valuation. Projections are illustrative, not guaranteed.

Exit ScenarioEst. TimelineCompany Valuation$25K Check Returns$100K Check ReturnsMultiple
Series A ConversionQ1–Q2 2027$20,000,000$125,000$500,0005x
Strategic AcquisitionLate 2027$50,000,000$312,500$1,250,00012.5x
Growth Exit2028$100,000,000$625,000$2,500,00025x
Scale / IPO Exit2029+$200,000,000$1,250,000$5,000,00050x

Formula: (investment ÷ $4M cap) × exit valuation = payout. Exit valuations lifted vs prior 5-product model to reflect Sellscape AI's $4.09M full-cap revenue contribution.

SAFE Agreement Terms — Standard Market Practice

Post-Money SAFE

Instrument

Y Combinator standard form

$4,000,000

Valuation Cap

Post-money · locks in your price today

20%

Discount Rate

On next priced round if below cap

4 Quarterly Calls

Capital Structure

Relative to closing — dates set at SAFE execution

Quarterly Capital Call Schedule

QuarterDue DateCapital CalledWhat It Funds
Q1Closing Date$83,000Platform completion & beta launch (all 6 products)
Q2Closing + 90 days$200,000Public launch & marketing ramp
Q3Closing + 180 days$310,000Growth acceleration & paid acquisition
Q4Closing + 270 days$315,000Enterprise push & Sellscape scale
Total Committed$908,000Full-year seed investment

To invest or request a call:

investors@aiintelligencelive.com

Post-Money SAFE documents provided on request. All investments subject to accredited investor verification under SEC Regulation D, Rule 506(c).

Future Roadmap (2027–2028)

Product Expansion

API Access — Third-party developers query intelligence data ($500–$5K/mo)
White-Label Terminal — Enterprise deploy branded terminals ($100K+/yr)
Mobile App — Native iOS/Android terminal experience
Slack/Teams Integration — Alerts & reports to workspace
Sellscape AI Voice — AI voice SDR for outbound calling
Industry Verticals — HealthTech AI, FinTech AI terminals
AI Executive Coaching — 1:1 strategy coaching ($15K–$25K premium)
Corporate AI Academy — White-label platform for enterprises

Revenue Diversification (Year 2–3)

Subscriptions (LIVE + Terminal + Executive + Programming)$20M$38M
Sellscape AI (Sub tiers + Enterprise)$12M$25M
Enterprise Contracts$5M$10M
API Access$1.5M$3M
White-Label Licensing$1M$3M
Credit Top-ups$0.5M$1M

Geographic Expansion

Year 1English-speaking (US, UK, Canada, Australia)
Year 2EU expansion (French, German, Spanish, Portuguese)
Year 3Asia Pacific (Japanese, Chinese, Korean) + Middle East

Why Invest in AI Intelligence LIVE

The Numbers

76%+ blended profit margin at full capacity
$6.23M Year 1 cash collected (ramp-adjusted)
$10.15M full-capacity annual run rate
$126M 3-year cumulative revenue
6 revenue-generating products

The Market

$15.7 trillion AI market
5M+ target professionals globally
$12B+ AI SDR / sales engagement market
95% cheaper than Bloomberg
42% CAGR in AI SaaS

The Product

6 integrated products, one platform
18 live intelligence panels
600+ AI news sources
AI-generated CEO-grade reports
AI-native outbound sales (Sellscape AI)

The Timing

AI at peak information overload
First-mover in AI terminal + AI SDR combo
Enterprise budgets growing 42% YoY
Platform already built & functional
Ready for immediate beta launch
"Give every AI professional the intelligence advantage of a Wall Street trading desk — plus a fully automated AI sales engine — but for the AI industry."

Product: AI Intelligence LIVE (6-Product Ecosystem)

Domain: aiintelligencelive.com | terminal.aiintelligencelive.com

Platform: Live and functional (React 19 + TanStack Start + Vercel)

Launch Date: Q2 2026 (Public Launch)

This document is confidential and intended for investor evaluation purposes only.

© 2026 AI Intelligence LIVE. All Rights Reserved.