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Growth

Flywheel, funnel and roadmap

How the business is meant to compound, how a reader of a free guide becomes a paying account, and what ships in each period of the runway this round buys. Forward-looking throughout — and where a conversion rate would normally sit, this page says what the basis of the figure is instead of inventing one.

Forward-looking statement. The plan below describes what the round is for, not a measured result.

The flywheel

Six stages, each feeding the next and the last feeding the first. The stage marked below is the input this round buys.

  1. Publish free trilingual guidance a business can use without talking to anyone

    feeds → A company runs an AI-readiness assessment and learns where it actually stands

  2. A company runs an AI-readiness assessment and learns where it actually stands

    feeds → It buys the smallest thing that fits — a seat, a workshop, a readiness engagement

  3. It buys the smallest thing that fits — a seat, a workshop, a readiness engagement

    feeds → Its own documents go into a private vault and the assistant answers from them, with sources

  4. Its own documents go into a private vault and the assistant answers from them, with sources

    feeds → The fuller the vault, the more the account is worth keeping — seats grow, the plan moves up

  5. The fuller the vault, the more the account is worth keeping — seats grow, the plan moves up

    feeds → Its chamber, association or holding sees it working and opens its membership — and the engagement produces the sector material the next company reads

  6. Its chamber, association or holding sees it working and opens its membership — and the engagement produces the sector material the next company reads

    feeds → Publish free trilingual guidance a business can use without talking to anyone

What the round buys on this loop: It buys the smallest thing that fits — a seat, a workshop, a readiness engagement

Business flywheel — iBizAI Business flywheel iBizAI Publish free trilingual guidance a business can use without talking to anyone 1 A company runs an AI-readiness assessment and learns where it actually stands 2 It buys the smallest thing that fits — a seat, a workshop, a readiness engagement 3 Its own documents go into a private vault and the assistant answers from them, with sources 4 The fuller the vault, the more the account is worth keeping — seats grow, the plan moves up 5 Its chamber, association or holding sees it working and opens its membership — and the engagement produces the sector material the next company reads 6 funded by this round It buys the smallest thing that fits — a seat, a workshop, a readiness engagement Business flywheel · iBizAI · generated from the business profile / growth.json on 2026.09.12

The customer funnel

Seven stages from first contact to an institution opening its membership. No conversion figure is published and none is in the records, so every rate below reads as what it is.

StageFigureBasis
Reads the free layer — a sector guide, a quick win, the glossary, an opinion article plan assumption plan assumption
Completes one of the four published AI-readiness assessments plan assumption plan assumption
Asks for a quote, a workshop or a readiness conversation plan assumption plan assumption
Scoped: what the company has, what can go into a vault, what the first useful thing is plan assumption plan assumption
Pays — a Suite subscription at its regional tier, or a commissioned build or engagement plan assumption plan assumption
Expands — more seats, a higher plan, or an extension of the build plan assumption plan assumption
Opens its institution — a chamber, association, cooperative or holding brings its membership or its subsidiaries plan assumption plan assumption

No conversion figure is published, and none is claimed. Every stage below is named; the rates that would sit beside them are what this round installs the instrumentation to measure.

Customer funnel — iBizAI Customer funnel iBizAI Reads the free layer — a sector guide, a quick win, the glossary, an opinion article not yet defined plan assumption Completes one of the four published AI-readiness assessments not yet defined plan assumption Asks for a quote, a workshop or a readiness conversation not yet defined plan assumption Scoped: what the company has, what can go into a vault, what the first useful thing is not yet defined plan assumption Pays — a Suite subscription at its regional tier, or a commissioned build or engagement not yet defined plan assumption Expands — more seats, a higher plan, or an extension of the build not yet defined plan assumption Opens its institution — a chamber, association, cooperative or holding brings its membership or its subsidiaries not yet defined plan assumption Customer funnel · iBizAI · generated from the business profile / growth.json on 2026.09.12

The roadmap

18 months of runway, as 3 periods of 6 months, counted from the day the round closes. Four lanes; a diamond marks a milestone; the line beneath each item is the use-of-funds line it is paid from.

Months 1–6 after close

Product

  • ◆ Self-serve account provisioning, the private vault and usage metering live on the published Suite Product and platform engineering
  • The Chamber helpdesk build packaged as a repeatable engagement: ingestion, guardrails, multilingual answers, CRM capture Delivery capacity for custom builds
  • Investors Pitch Agent+ — parity with the open-source Claude for Financial Services reference pitch agent, then an investor-kit mode on the CEMI standard (docs/investors-pitch-agent-plus-brief.md) Product and platform engineering

Market

  • First institutional agreements with chambers, associations and cooperatives in the Caribbean and Latin America Go-to-market
  • The trilingual content layer and the four assessments kept current — the acquisition surface stays the acquisition surface Content and assessment platform

Team

  • Delivery capacity beside the founder, so a second build does not wait for the first to finish Delivery capacity for custom builds

Finance

  • ◆ Billing and metering in production, so subscription income is measured rather than invoiced by hand Product and platform engineering

Months 7–12 after close

Product

  • ◆ The Group / Holding console: isolated vaults per subsidiary, per-brand voice, cross-subsidiary benchmarking, one compliance view Product and platform engineering
  • ◆ Further packaged assistant builds delivered, each at a lower unit cost than the one before Delivery capacity for custom builds

Market

  • The European tier opened, on the developed-economy pricing the site already publishes Go-to-market
  • Sector material extended to the industries the new institutions bring with them Content and assessment platform

Team

  • Support capacity sized to the account base rather than to the forecast Delivery capacity for custom builds

Finance

  • ◆ Security review and the data-protection posture completed and documented — the question every regulated buyer asks first Infrastructure, model costs and compliance

Months 13–18 after close

Product

  • The Enterprise integration surface: SSO, the published SLA, and integration into the stacks Enterprise accounts already run Product and platform engineering

Market

  • ◆ A first Group / Holding contract signed — the upside the Group console was built for Go-to-market
  • The institutional route repeated outside the founding market Go-to-market

Team

  • The operating team the next raise is argued on — and the honest statement of what it still lacks Go-to-market

Finance

  • ◆ Unit economics measured per plan and per regional tier — assumed today, measured by here, and the basis of the next raise Product and platform engineering
  • Runway held to month 18 with the terms of the next round prepared rather than improvised Infrastructure, model costs and compliance
Roadmap — iBizAI Roadmap iBizAI · Runway 18 months · periods derived from ROUND.runway · forward-looking statements Month 1–6 after close Month 7–12 after close Month 13–18 after close PRODUCT Self-serve account provisioning, the private vault and usage metering live on the published Suite Product and platform engineering The Chamber helpdesk build packaged as a repeatable engagement: ingestion, guardrails, multilingual answers, CRM capture Delivery capacity for custom builds Investors Pitch Agent+ — parity with the open-source Claude for Financial Services reference pitch agent, then an investor-kit mode on the CEMI standard (docs/investors-pitch-agent-plus-brief.md) Product and platform engineering The Group / Holding console: isolated vaults per subsidiary, per-brand voice, cross-subsidiary benchmarking, one compliance view Product and platform engineering Further packaged assistant builds delivered, each at a lower unit cost than the one before Delivery capacity for custom builds The Enterprise integration surface: SSO, the published SLA, and integration into the stacks Enterprise accounts already run Product and platform engineering MARKET First institutional agreements with chambers, associations and cooperatives in the Caribbean and Latin America Go-to-market The trilingual content layer and the four assessments kept current — the acquisition surface stays the acquisition surface Content and assessment platform The European tier opened, on the developed-economy pricing the site already publishes Go-to-market Sector material extended to the industries the new institutions bring with them Content and assessment platform A first Group / Holding contract signed — the upside the Group console was built for Go-to-market The institutional route repeated outside the founding market Go-to-market TEAM Delivery capacity beside the founder, so a second build does not wait for the first to finish Delivery capacity for custom builds Support capacity sized to the account base rather than to the forecast Delivery capacity for custom builds The operating team the next raise is argued on — and the honest statement of what it still lacks Go-to-market FINANCE Billing and metering in production, so subscription income is measured rather than invoiced by hand Product and platform engineering Security review and the data-protection posture completed and documented — the question every regulated buyer asks first Infrastructure, model costs and compliance Unit economics measured per plan and per regional tier — assumed today, measured by here, and the basis of the next raise Product and platform engineering Runway held to month 18 with the terms of the next round prepared rather than improvised Infrastructure, model costs and compliance Use of funds: Product and platform engineering 40% · Delivery capacity for custom builds 20% · Go to market 20% · Content and assessment platform 12% · Infrastructure, model costs and compliance 8% Roadmap · iBizAI · generated from the business profile / growth.json on 2026.09.12

Use of funds, and where to read the rest

The allocation these items are paid from, with the round terms it belongs to: /investors/ask/

Every revenue stream, with each published price quoted verbatim: /investors/revenue/

Financial terms, revenue and detailed materials are available on request. Figures describe capacity built and operating today; forward-looking statements are identified as such.
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