April 2026 — Pre-Seed Fundraise — Internal
Tier 1 — High-conviction targets
| Profile | Why |
|---|---|
| Pre-seed / seed funds ($10-50M AUM) | Right check size, fast decisions, hands-on value add |
| Vertical SaaS operators | Understand deployment businesses, can validate TAM thesis |
| Ex-founders in construction / field services | Domain conviction, operator networks, warm intros to pipeline |
| Quebec / Canadian micro-VCs | Design partner proximity, tax credits, regional ecosystem |
Tier 2 — Strategic angels
| Profile | Why |
|---|---|
| Revenue ops / CPQ executives | Category credibility, future advisory board |
| Multi-site operators (HVAC, security, facilities) | Can become customers + refer pipeline |
| AI infra angels | Validate agentic architecture, technical signal |
The pitch is category creation, not competition. No one owns deployment intelligence. CRMs track accounts, ERPs track costs, FSMs track trucks — nobody tells a $100M contractor whether a specific deployment will be profitable before capital is committed.
One-liner: Allometry is decision infrastructure for deployment businesses — scoring every expansion opportunity before capital is committed. 4 design partners signed in 30 days, $100K+ ACV target, no direct competition.
Key proof points to lead with:
Channel mix:
| Channel | Action | Volume |
|---|---|---|
| Warm Network | Personal emails, intro requests, 1:1 coffees | 30-40 intros |
| Cold Outbound | Personalized emails to GP/partners at target funds | 50-80 emails |
| Content LinkedIn | Founder story, category thesis, traction updates | 2-3x/week |
| Event Demo Days | Antler demo day, local pitch events, virtual showcases | 2-3 events |
| Objection | Response |
|---|---|
| "Solo founder risk" | Product is live, 4 design partners signed, full stack built solo. First hire is post-close — capital efficiency is the feature, not a bug. |
| "SMB can't pay $100K" | Target is $40-600M companies, not SMB. Avg revenue $115M. $100K is 0.09% of revenue — rounding error for a tool that prevents $2M bad deployments. |
| "CRM/ERP will add this" | They track accounts, not locations. Deployment intelligence requires address-level scoring with margin + ops + competitive data. Different data model, different buyer. |
| "Too early / no revenue" | $30K design partner run rate before raise. 4 signed contracts. This is pre-seed — the bar is founder + product + early signal. All three are here. |
| "Market too niche" | 100K+ deployment companies in NA. $12B+ TAM. HVAC alone is $35B. This is horizontal infra that looks vertical at first — same as Veeva, Procore, ServiceTitan. |
Conversion assumptions: 30-40% of outreach converts to first meeting. 40% of first meetings lead to follow-up. 30-40% of follow-ups convert to commitment. Rolling close with no lead investor requirement — SAFE allows stacking.
| Asset | Purpose | Status |
|---|---|---|
| Pitch Deck | First meeting — 12-slide narrative, live demo link | Live |
| Investment Memo | Deep-dive for serious prospects — sent after first meeting | Live |
| Product Demo | Live walkthrough of platform — EV scoring, quoting, deal room | Live |
| Data Room | Financials, cap table, design partner contracts, technical architecture | In Progress |
| Customer References | Design partner intros for diligence calls | Live |