Investment Memo · Pre-Seed Round · April 2026

Allometry

→ Confidential

The underwriting and control layer for physical revenue. ABM × CPQ · the Pulse for every account.

$750K Pre-Seed $250K Committed · 33% Closing end of May 2026 4 DPs · $30K ARR 47 jobs · 1 month
Elevator Pitch

Allometry is 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. What begins as a system for deployment underwriting becomes, over time, the infrastructure for dispatching humanoids to do the work itself.

Contents

  1. The Problem
  2. The Solution
  3. Competition
  4. Founder Fit
  5. ICP, Business Model, Market, GTM
  6. Key Challenges & Threats
  7. Output, Traction & Lessons
  8. Fundraising & Costs
  9. Summary & Conclusion
  10. Q&A
  11. Appendix

01 The Problem

Problem Statement

In asset-heavy physical businesses — HVAC, EV infrastructure, telecom, security installations, pallet manufacturing, smart lockers — the core revenue problem is not lead generation or software adoption. It is that these businesses know revenue but not margin, know relationships but not enterprise value, and every commercial decision — what to quote, who to prioritize, where to expand, which address to keep — is a guess.

These businesses do not scale by adding software seats. They scale by deploying units into locations. A 50-location HVAC operator has 50 different unit economics it can't see. The operator who knows which addresses to keep, cut, or expand outruns the operator who doesn't — by an order of magnitude. Operators routinely quote work without understanding the true cost to execute, rely on schedulers and coordinators as single points of failure, and only discover margin leakage after the job is complete.

CRM, ERP, and FSM systems may document pipeline, record history, or coordinate tasks — but none of them underwrite the account. None of them score the address. None of them know what a customer is actually worth.

Customer's Top Problems

Why Now?

Existing Alternatives & Their Gaps

Founder Insight

Taylor Gendron has operated where physical execution, GTM, and scaling economics all mattered. GardaWorld (deployment operations), Workleap (SaaS GTM), Dispatch Ventures (solo GP evaluating 200+ deployment businesses), Expedibox (CRO of a 750-location smart locker network).

The insight that catalyzed Allometry: these businesses don't just have a quoting problem. They have an account underwriting problem. ABM × CPQ. No system scores their commercial decisions against margin and enterprise value at the address level. The operator who can see that — continuously, in real time — wins.

Vision

In ten years, Allometry aims to be the underwriting and control layer for physical revenue — the infrastructure every asset-heavy operator runs commercial decisions through, the way every merchant runs payments through Stripe. Companies should not hire layers of coordination headcount to scale deployments. They should route every commercial decision through a Pulse that scores it against margin and enterprise value at the address level — and dispatch either humans or humanoids through the same system. What begins as deployment underwriting becomes, over time, the infrastructure for dispatching humanoids to do the work itself. We start in field services. We end up everywhere units get deployed.

02 The Solution

Allometry is 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. ABM × CPQ · the Pulse for every account.

Each account gets a Pulse — a continuous rhythm of signals scoring every commercial decision against margin and enterprise value at the address level. Quote. Schedule. Invoice. Expand. Churn. Renew. Every decision, underwritten in real time.

This is not simply a quoting tool, a scheduler, or a dashboard. It is the underwriting layer that governs what's allowed to happen. A deployment request goes in. A margin-protected quote, an assigned unit, an executed job, and a closed invoice come out. Quoting is the wedge. The Pulse is the product.

Architecture: A 5-Layer Stack

Purpose-built for continuous account underwriting. Signals in. Scores out. Every decision governed by cost floors and audit trails. Sixteen modules sit on the same primitive.

LayerPlaneWhat it doesTech
01 · Signal IngestionDataAddress-level normalization across CRM, ERP, FSM, contracts, invoices, job historySalesforce · NetSuite · QBO · ServiceTitan
02 · Multi-Stage RAGRetrievalStructured cost/margin + semantic contract + cross-account comparablespgvector · BM25 hybrid · tool-use graph
03 · Scoring Engine (Pulse)Core IPComposite score per account, per address, per decision: Margin · EV · Risk · ExpansionGBM + LLM judges · Bayesian updates
04 · Governed WorkflowPolicyCost floors, approval gates, guardrails, audit trails — SOC II readyOPA-style engine · event-sourced · WorkOS
05 · API + 16 ModulesApplicationSame Pulse powers 16 modules across 4 loops — operators use UI, systems call APIREST + webhooks · multi-tenant

Data moat: Every closed job sharpens the Pulse. Job history is the training signal — proprietary, per-address, cross-vertical. At 10K jobs we set the industry margin benchmark. At 50K we become the underwriting layer for every deployment in NA.

Four Loops, Sixteen Modules

LoopRiskModules
PRICEMargin RiskQuoting Engine, Margin Protect, Cost Engine, Contract Intelligence
DEPLOYOperational RiskLocation Intelligence, Job Costing, Deployment Design, Asset Intelligence
EXPANDGrowth RiskDeal Room, Outbound ABM, Customer Health, Demand Forecasting
GOVERNMarket & Governance RiskMarket Intelligence, Compliance, Risk Scoring, Vendor Intelligence

The loop structure forces the company to treat margin risk, execution risk, growth risk, and governance risk as connected, compounding layers of the Pulse. Every closed job sharpens the Pulse. At 10K jobs, Allometry sets the industry margin benchmark. At 50K, it becomes the underwriting layer for every deployment in North America. That's the moat.

Product Roadmap

Phase 1 · Production (Current)

Phase 2 · Q3-Q4 2026

Phase 3 · Q1-Q2 2027

Phase 4 · H2 2027+

03 Competition

CRM, ERP, and FSM systems document what happened. None of them underwrite the account. None of them score the address. That's the gap. ABM × CPQ.
NameFoundedHQDescriptionLacking
ServiceTitan2012 · $1.5B+ IPOGlendale, CAFSM for residential & commercial contractors.Workflow mgmt, not account underwriting. No address-level margin scoring. No humanoid-ready dispatch.
Jobber2011 · $100M+Edmonton, ABSMB field service scheduling & quoting.Built for 1-50 employees. No Pulse. No location economics. Not API-first.
FieldEdge1980 · Xplor-ownedFort Myers, FLLegacy FSM for HVAC, plumbing, electrical.Legacy architecture. Back-office tool. No real-time variance alerts.
ERP (SAP, NetSuite)VariousVariousResource planning & accounting.Not real-time. Not address-aware. Record what happened, not what should happen.

The moat is three accumulating assets: a deployment underwriting model trained on job history (every closed job sharpens the Pulse), an address-level intelligence graph built from economics per location, and a humanoid-ready orchestration layer with a 12-18 month head start before robotics matures. Counter-moat vs OEM vertical integration: multi-vendor neutrality. No fleet operator wants to be locked into one vendor's dispatch layer.

04 Founder Fit

Taylor Gendron — Founder & CEO

Taylor has unusually strong founder-market fit. He combines physical deployment exposure, SaaS GTM experience, venture pattern recognition, and hands-on product building. Most founders in this space are strong in one or two of those. Few span all four.

Equally important: the founder has not outsourced conviction to storytelling. 500K lines written, rebuilt, chiseled to 50K lines of pure ICP code. SOC II and WorkOS ready. Architecture validated by senior engineers at Shopify and Coveo. That level of product specificity at pre-seed is a meaningful positive signal.

Solo founder · AI-native tooling

Ex-Shopify, ex-Payfacto. Desjardins Board advisor. Embedded as engineering advisor, converts to full-time CTO at seed close. Senior technical leadership from day one of funded operations without overloading pre-seed burn.

Advisors

05 ICP, Business Model, Market & GTM

Traction

Live deployment data: 47 jobs executed in one month through the Pulse with zero coordinator overhead and margin protected on every job. This is not a demo.

Design Partners
4
paying · signed
Run Rate
$30K
ARR · month one
LOIs
4
$50K+ ACV potential
Waitlist
16
operators in convos
Angels
$150K
committed
Anchor
$100K
Dispatch Ventures
Jobs / mo
47
Pulse-governed
Verticals
3
HVAC · lockers · palettes

Before / After — JWG Palettes (Quebec pallet manufacturer)

MetricBeforeAfter 30 Days
Average margin~11% (guessed quotes)23.4% (every job protected)
Coordinator overhead1 FTE / 30 jobsZero
Jobs / month47 through the Pulse

Each DP has 4x expansion potential within 12 months. Atomic unit = the address. Each DP has 5-50 locations of upside. Every new location = a new Pulse. NRR compounds without a new sales motion.

ICP Segmentation

TierRevenueRoleStatus
Proving ground$5M-$10MValidate product, refine Pulse, build case studiesCurrent DPs
Target ICP$10M-$50MBigger deployments, more addresses, higher ACVActive outreach
Enterprise$50M+PE roll-up platforms, multi-regionLong-term

GTM Timeline

Q2 2026: Close pre-seed, sign additional DPs, expand existing 4 to $25K-$50K ACV. July 2026: 25-month operational clock starts. 2026-2027: 20-40 DPs across QC, ON, SF. January 2028: $1M ARR, seed raise $2.5M, First engineering hire lands at Seed.

Sales Strategy

Land through the sharpest wedge: quote accuracy and margin protection via PRICE modules. Then the full Pulse activates — DEPLOY → EXPAND → GOVERN. This matches how operators buy. They don't wake up wanting a new "OS." They wake up wanting fewer bad quotes and visibility into which addresses are worth growing.

Outbound: 40K operator Apollo list, $1M-$1B revenue, NA deployment industries. Sequenced: content-led email (Elana) → product demo (Antoine) → technical validation (founder). Quebec first (near-zero CAC), then US via VC network and DP referrals.

Business Model

Layer 1 — Platform SaaS (per-module). $800/mo commercial, $400/mo DP (50% off for 12mo). Full platform: $153K ACV per operator. PRICE wedge → full Pulse = ~8x revenue expansion within 12 months.

Layer 2 — Per-unit orchestration fee (Phase 2). Transaction fee per humanoid unit dispatched. Infrastructure upside — additive, not required for present-day economics.

Unit economics: First 10 DPs sourced through founder's Quebec relationships — near-zero CAC. Outbound CAC projected $2K-$5K. At $25K-$50K ACV: 5-25x LTV/CAC.

Market Size

06 Key Challenges & Threats

Core Risk — Underwriting Accuracy & Operator Trust

Challenge: Allometry must make economically correct decisions often enough that operators trust the Pulse on high-consequence workflows. If cost floors are wrong, if account scoring is incomplete, if scheduling fails on real operational constraints — credibility is lost.

Why it matters: Asking customers to trust a system with margin, timing, account value, and execution — not just reporting.

Mitigation: Human-in-the-loop initially, explicit governance thresholds, structured fields, modular adoption, and a wedge with visible ROI before expanding into deeper automation. 47 jobs executed with margin protected on every job is early validation.

Secondary Risks

07 Output, Traction & Lessons

This is not a pre-seed concept deck with vague product claims. Module-level features, database schemas, API endpoints, seed data, cross-module dependencies — all documented. 500K lines written, rebuilt, chiseled to 50K lines of pure ICP code.

The design partner motion is disciplined — deeply engaged early operators rather than logo-count maximization. Three verticals validated: HVAC, lockers, palettes. The team is turning real workflows into structured, repeatable software primitives that compound into the Pulse.

The early lesson: operators may not initially buy an "account underwriting platform," but they will buy improved margins, reduced coordinator dependency, and visibility into which accounts and addresses are worth growing. The GTM wedge is anchored around PRICE before broadening into the full Pulse. Correct move.

ICP discipline is notable. Using $5-10M operators as proving grounds while actively targeting $10M-$50M as primary ICP. Larger operators have more addresses, more complex deployments, and higher willingness to pay for account underwriting.

08 Fundraising & Costs

Burn & Team Costs

LineMonthly
Taylor (founder)$5,000
Founder runway$5,000
Elana O. (GTM advisor)$3,500
Antoine M. (product design advisor)$2,500
AE$6,000
SaaS / infra / tooling$5,000
Ad spend$4,000
Events / travel$1,500
Office / misc$1,000
Total~$33,500 / mo

Raising $750K at ~$33K/mo burn = 25 months of runway at zero revenue. DP revenue offsets burn by month 6-8. At 10 DPs on 4 PRICE modules ($1,600/mo each) = $16K/mo recurring, covering ~48% of burn. Full Pulse expansions accelerate this further.

Fundraising Interest

$150K from angels. Dispatch Ventures (founder's fund) follows with $100K at lead's terms. Seeking a $500K lead or 2× $250K checks to close. SAFE at $8M post-money cap with 20% discount. Target close end of May 2026.

Use of Funds

Downside Case

At half the target — 10 DPs at $25K blended ACV = $250K ARR. Strong position to raise $2M-$3M seed. The raise is sized to reach a fundable milestone regardless of whether the full $1M ARR target lands.

09 Summary & Conclusion

Allometry is not another field-service SaaS tool. It is the underwriting and control layer for physical revenue — ABM × CPQ applied to asset-heavy operators. We help 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. What begins as deployment underwriting becomes, over time, the infrastructure for dispatching humanoids to do the work itself.

The core pain is real, expensive, and poorly solved. Operators know revenue but not margin. Existing systems observe the workflow. They do not underwrite it.

The founder is unusually credible: physical operations (GardaWorld), SaaS GTM (Workleap), venture pattern recognition (Dispatch Ventures), domain-specific revenue leadership (fractional CRO at target ICPs), and hands-on building (500K lines written, 50K shipped). Early traction — $30K run rate, 47 jobs executed through the Pulse, ~8x expansion per account — suggests the company is landing in the right part of the workflow with a high-ROI wedge.

Physical deployment remains a large, messy, under-softwared domain with clear labor and margin pressure. The arrival of commercial-grade physical AI sharpens the timing — the hardware is arriving, and the account underwriting layer does not exist yet. If Allometry becomes the system that underwrites every commercial decision for physical operations at the address level, it becomes infrastructure. Hardware companies build robots. Allometry knows what it costs to deploy them profitably.

We recommend proceeding with investment.

10 Q&A

Does this work today, or is it mostly a future robotics thesis?
It works today as an account underwriting platform for human technician deployments. 47 jobs/month, $30K run rate, 4 paying DPs. Humanoid layer is upside and strategic positioning, not a dependency.
Why now?
Physical AI crossed a commercial threshold (GEN-1, 99% task success). AI can support structured commercial underwriting. Labor constraints are worsening. Asset-heavy businesses still run core workflows through human coordination, not software.
Why will customers buy this instead of using ServiceTitan or Jobber better?
Those systems help manage field work but do not underwrite accounts at the address level, score commercial decisions against margin and EV, or expose deployment through a governed API. They observe. Allometry underwrites.
What is the wedge?
PRICE modules first: quoting, margin protection, cost logic, contract intelligence. Initial sale is margin recovery, not "platform transformation." Operators enter at $1,600/mo (4 modules); full Pulse activates as they expand.
What is the Pulse?
A continuous rhythm of signals scoring every commercial decision — quote, schedule, invoice, expand, churn, renew — against margin and EV at the address level. Each account gets one. Compounds with every closed job.
What is the core risk?
Operator trust in Pulse accuracy. If margin preservation and account scoring fail, the platform thesis fails. Mitigation: human-in-the-loop, governance thresholds, structured fields.
How big can this become without humanoids?
Initial NA ICP alone is 150K+ deployment-driven businesses and approximately $7.5B of addressable software revenue at target ACVs.
What if humanoid adoption takes longer?
Still a strong business as an account underwriting platform for human technician deployments. Robotics layer is additive, not required.
Why is the founder well suited to win?
Operated in physical deployment (GardaWorld), sold enterprise software (Workleap), invested in deployment businesses (Dispatch Ventures), ran revenue ops at target ICPs (fractional CRO), built substantial product depth himself (50K lines in production, SOC II ready). He saw the problem from the operator seat: ABM × CPQ.
What happens at half the target?
10 DPs at $25K blended ACV = $250K ARR. Strong position for a $2M-$3M seed.
Who is building this?
Taylor built all 16 modules — the full Pulse. Architecture validated by senior engineers at Shopify and Coveo. The company runs solo + Claude for now. First engineering hire lands post-PMF signal, not pre-seed.

11 Appendix

Industry Background

Asset-heavy deployment businesses sit across field services, industrial services, infrastructure installation, lockers, security, and related categories. Their economics are shaped by locations, routing, scheduling, deployment complexity, cost variance, and renewal/expansion patterns — yet most software stacks treat these as disconnected workflows rather than a single governed system. Allometry's opportunity is to become the account underwriting layer across that full stack — the operating system for physical revenue.

ESG

No material ESG concerns at this stage beyond normal enterprise software and automation considerations. Longer-term workforce-transition dynamics around coordination and labor will require thoughtful messaging, but do not present a fundamental investment blocker — near-term focus is account underwriting, margin protection, and address-level intelligence, not immediate labor replacement.


// allometry.com · taylor@allometry.com · Montreal, QC · April 2026