The underwriting and control layer for physical revenue.
We help asset-heavy operators decide which work to pursue, how to price it, and how to execute it — with margin visibility at the address level, before the job starts. Each account gets a Pulse.
Underwriting & Control Layer · ABM × CPQ4 design partners · paying$30K ARR · month one$750K pre-seed · $250K in
02
02 — Why I Built This
I invested in software companies. Then I ran the businesses software couldn't fix.
Investor
Dispatch Ventures
Solo GP. Backed B2B SaaS from inception to $100M+ ARR. Saw what worked — and what broke — at every stage of scale.
Operator
CRO · $5M–$50M companies
Ran revenue at Expedibox (750 locations), worked inside manufacturers, installers, field service operators. Same wall every time.
Builder
Full-stack · shipped the product solo
Apple · Workleap · GardaWorld. 500K+ lines written, chiseled to 50K-line production MVP. SOC II + WorkOS ready. Architecture validated by senior eng at Shopify and Coveo.
The realization from the operator seat: profitability in these businesses is only knowable after the fact. By then, it's too late.
03
03 — The Problem
Every sale has a different margin.
Nobody knows the real number until after the work is done.
Quotes are guessedmargin leak
Costs tracked after the factblind spots
No visibility into account valuegrowth blind
Every growth decision is a guessno system
Spreadsheets, gut feel, 5 disconnected tools. The result: 8–12% margin leaked on every job.
$3M
field services operator
30%
of jobs quoted on gut feel
$900K
margin left on the table / yr
// installers, manufacturers, HVAC,
// field service, pallets, smart lockers —
// same problem. every one of them.
05
05 — Why Now
Software observed this problem. It never solved it.
// CRMs track relationships. ERPs record transactions. FSMs schedule jobs. None of them underwrite profitability.
Nobody built the system that tells these businesses what to quote, who to prioritize, where to expand, and when to act.
06
06 — The Solution
Every account gets a Pulse.
// a continuous rhythm of signals scoring every commercial decision against margin and enterprise value — at the address level.
What the system returns on every quote
$4,200
quote price
$3,360
cost floor
20.0%
protected margin
28/100
risk score
If the job runs
Track
Real-time job costing. Actual vs. quoted. Variance flagged before it bleeds.
When it closes
Invoice
Auto-generated from the job. Matches the quote. No manual reconciliation.
Over time
Compound
Every closed job sharpens the Pulse. Account LTV, expansion signals, enterprise value — scored continuously at the address level.
Quoting protects margin. The Pulse compounds it — scoring every account, every address, every commercial decision against margin and enterprise value in real time. That's account underwriting, not reporting.
Every closed job sharpens the Pulse. At 10K jobs, we set the industry margin benchmark. At 50K, we're the underwriting layer for physical revenue.
07
07 — The Wedge
Land with quoting. Expand into the full Pulse.
// quoting is the wedge. the Pulse is the product. operators feel margin pain on every quote — it's the fastest path to value and the door to full account underwriting.
Day 1 — The Wedge
Quoting Engine
Operator enters scope, location, job type. System returns: quote price, cost floor, margin %, risk score. No quote goes out under margin.
Quoting Engine
Margin Protect
Cost Engine
Contract Intelligence
$400/module/mo (DP) · 4 modules · $19K ACV
→
Month 3–12 — Full Platform
Full Pulse
Once quoting proves margin recovery, the Pulse compounds — execution, expansion, governance. Every account, every address, underwritten continuously.
+ Deploy (schedule, track, close)
+ Expand (ABM, health, forecasting)
+ Govern (intelligence, automations, API)
16 modules · ~8× expansion per account · no new CAC
// ~8× expansion per account · no new CAC
// DP rate locks for 12 months, converts to standard at month 13
// every new location the account adds = new revenue event without a new contract
08
08 — Live Product
Inside the platform. Running real jobs today.
Quoting Engine
Job typeHVAC Install
LocationMontréal Nord · 42km
Scope3 units · commercial
Risk score28 / 100
Quote
$4,200
Floor
$3,360
Margin
20.0%
APPROVED — margin protected
Job Costing · Live
Labor (2 techs × 4h)$1,440
Materials$1,120
Travel (42km)$85
Overhead$336
Actual
$2,981
Quoted
$3,360
Variance
+$379
UNDER BUDGET — 29.0% actual margin
Margin Analytics · 30 Days
23.4%
avg margin
47
jobs completed
0
below floor
$18K
margin saved
30d agotoday ↑
Auto-Invoice · On Close
Invoice #INV-2026-0447
ClientBâtiment Côté Inc.
Job refHVAC-4412
Line items3 (auto from job)
Total
$4,200
matches quote · no edits
SENT — auto-generated on close
// not a demo. running real jobs for paying customers today.
10
10 — Business Model
We don't sell software. We sell the Pulse.
Land
Quoting + Cost Engine
Operators enter on 1–2 modules. Design partner rate: $400/module/mo. Standard: $799/module/mo after month 12.
Expand
Full platform · 4 loops
Price → Deploy → Expand → Govern. 16 modules total. Full deployment: $12,784/mo. ~8x expansion per account.
Entry ACV
$19K
4 modules × $400/mo
Full ACV
$25K–$50K
4–8 modules standard
LTV/CAC
5–25×
~$0 CAC first DPs
// location is the atomic unit. 1 account × 50 locations = 50× expansion.
// DP rate converts to standard at month 13. NRR compounds without new sales.
// 20 accounts at full ACV = $500K–$1M ARR.
11
11 — Traction
$30K ARR in month one. 20 more in pipeline.
4
design partners paying · Quebec
$30K
ARR run rate month one
20
operators in active pipeline
$100K
ARR target year-end 2026
Before Allometry
~11%
average margin on guessed quotes
1 full-time coordinator per 30 jobs
→
After 30 Days
23.4%
average margin · every job protected
47 deployments · zero coordinator overhead
"47 deployments last month with zero coordinator overhead. Margin protected on every job."
HVAC, pallets, lockers, field services. Proving margin recovery is real. Quebec first — language barrier + tight community = relationship moat.
Next · Scaling
$10M–$50M operators
Bigger deployments, more locations, stickier contracts. ACV $50K–$150K. Decision-makers who feel margin loss at scale.
Then · Enterprise
$50M+ & PE platforms
PE roll-ups (50–200 locations at close). Same platform, higher ACV. Multi-location expansion = compounding NRR.
// ServiceTitan proved field services is a $100B+ category.
// we're building the margin layer they missed.
// they manage ops. we underwrite profitability.
13
13 — Competitive
They manage field ops. We govern how operators grow.
// ServiceTitan proved the category is $100B+.
// they built for workflow. we built for decisions.
// different architecture. different data model. different outcome.
13
13 — Team
Solo founder. Shipped the product. Signed the customers.
Taylor Gendron
Founder · CEO · Builder
Apple · Expedibox (CRO, 750 locations) · Dispatch Ventures (Solo GP) · Workleap · GardaWorld. Invested in B2B SaaS from inception to $100M+. Then ran revenue inside the $5M–$50M companies software can't fix. Full-stack builder — shipped the entire platform solo.
Advisor · Engineering · ex-Shopify
Enterprise platform architecture. API design, integration layer, infra hardening.
Elana O.
Advisor · GTM · ex-Clearco VP Marketing
Scaling SaaS & AI go-to-market. Demand gen, brand, content.
Antoine M.
Advisor · Product Design · meunier.co
Product design & brand. Building the visual layer of Allometry — dashboard, onboarding, deck.
// built the product. signed the customers. collected the revenue.
// AI velocity + advisory bench = full-stack capability without full-stack burn.
// first hires at seed. not before.
16
16 — Where This Goes
Today: underwriting human deployments. Tomorrow: the same infrastructure dispatches humanoids.
NOW · 2026
Account Pulse
Continuous signal scoring — margin, LTV, enterprise value at the address level. Every commercial decision underwritten in real time.
NEXT · 2027
Deployment OS
Multi-fleet orchestration. Full workflow from quote to close. Tx fee per completed deployment. Data moat compounds.
THEN · 2028+
Unit-Agnostic Dispatch
Same API call — human or humanoid shows up. The operator's code never changes. % of labor displaced = our fee.
The system that underwrites a quote today is what makes physical operations — labor, machines, and eventually autonomous units — programmable.
17
17 — The Ask
$750K
SAFE · $8M post-money cap · 20% discount · closing end of May 2026
Use of Funds
40% Product
50% GTM
10%
~$33K/mo burn · 25 months runway
// DP revenue offsets burn by month 6–8
// 10 DPs on PRICE wedge = $16K/mo · 48% burn coverage
// $5T+ humanoid market by 2050 · $21B VC in 2025
// hardware builds the robot. AI moves it. we decide where it goes and whether it's profitable.
// the operator's code never changes. unit.type is an enum from day one.
C
Annex C — Growth Trajectory
This round prices at $8M. The next one won't.
Now
$30K ARR
Year-end
$100K ARR
Seed · 2027
$480K ARR
Series A · 2028
$1M+ ARR · QC + ON + SF
$1M+ ARR
PRE-SEED · NOW
$750K
SAFE · $8M cap
$250K committed
SEED · MONTH 12
$2.5M
$480K+ ARR
20–40 operators · QC + ON
SERIES A · MONTH 28
$10M
$1M+ ARR
QC + ON + SF · humanoid API
// pre-seed investors get the $8M cap.
// seed prices at $25M–$40M on $480K ARR + humanoid thesis.
// Series A prices at $80M–$120M on $1M+ ARR + deployment data moat.
// this is the last round where the cap table math works in your favor.
D
Annex D — The Pulse
Every account gets a Pulse.
// 4 signal streams — price, deploy, expand, govern — // underwritten continuously against margin and enterprise value // at the address level.