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The Cognitive Operating System for Private Capital.
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Executive Summary: The "Velvet Killer" Thesis
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The Problem: The private market doesn't need better tools to fix messy data (like Velvet)—it needs a standard to ensure data is clean at the source.
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The Solution: We act as the "Proactive Source." Founders use DealVue to structure data before sending it. Because the founder pays, we give "Velvet-level" AI analysis to investors for FREE.
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The Result: A viral loop where every founder becomes a distribution channel for our investor platform.
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Traction & Financials
Current Traction: Live Secure Data Rooms, Clara AI (Launched), Cap Table (Launched).
The "Crowded Market" Reality: Competitors have one side (Founders OR Investors). We have both + outcomes = An Intelligence Asset.
Projections
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Year 1
$672K ARR
1,000 Users
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Year 2
$2.8M ARR
2,800 Users
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Year 4
$39.4M ARR
20,000 Users
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The Tech Moat: Clara Cognitive AI
Clara is not a chatbot. She is a $0 Analyst.
Most AI tools hallucinate because they parse messy PDFs. Clara executes logic on structured, verified data.
Proprietary Intelligence: Trained on 1,100+ execution traces mined from actual investor calls and accelerator coaching sessions. We built a proprietary system to digitize exactly how VCs probe for weakness.
The "One-Click Memo": Clara instantly generates institutional-grade Investment Memos, Risk Assessments, and Due Diligence Reports for investors—at $0 cost.
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TAM
$5B+
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SAM
$1.5B
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REVENUE
Founders: $19-$250
Investors: $0/mo
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Pricing Strategy: Commoditizing the "Premium"
Strategy: We undercut legacy incumbents (DocSend, Carta, Velvet) by 70-90% to build a massive data moat.
| TIER |
PRICE |
KEY FEATURES |
COMPETITIVE CONTEXT |
| Launchpad |
$0/mo |
1 Space, 2GB, Basic AI |
Free Forever (Vs. DocSend Free Trial) |
| Founder |
$19-$29/mo |
5 Spaces, Clara AI Coach, Structured Cap Table |
90% below DocSend + Carta |
| Success |
$49/mo |
Post-Funding Governance, Monthly Updates |
85% below Carta + Visible |
| Business |
$79-$149/mo |
Unlimited Spaces, Team Branding |
70% below Enterprise Tools |
| Investor |
$0 (Always) |
Deal Flow Pipeline, One-Click Memos, CRM |
Disrupts Velvet ($60k/yr) |
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THE ASK
$500K
Runway: 18 Months
Burn: $27K/mo
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Year 4 ARR
$39.4M
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USE OF FUNDS
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50% Product/GTM
Accelerator partnerships & "One-Click Memo" rollout
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40% Engineering
Intelligence engine & proprietary trace system
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10% Ops
Legal/Compliance
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"DealVue becomes the Bloomberg Terminal for private markets."
BLUE ASH, OH • ELIZABETHTOWN, KY • DEALVUE.IO
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