AI Opportunity: Think and Talk with Your Data

The Opportunity
Most small and mid-sized businesses make decisions in the dark—overwhelmed by spreadsheets,
disconnected tools, and incomplete information. Artificial Intelligence is now making it possible
for them to “think and talk with their data” — turning complex business information into
clear, conversational insights.
The Vision
To empower small businesses everywhere with a trusted AI intelligence layer that acts as
a virtual CFO—analyzing their data, predicting outcomes, and guiding smarter daily decisions.
The platform unifies accounting, sales, and operational data into a single conversational interface
that speaks the language of business owners.
What It Does
Connects seamlessly to accounting, e-commerce, and operational systems.
Answers real questions like “What’s driving my profit this month?” or “How will hiring
two employees affect my cash flow?”
Provides predictive analytics, visual dashboards, and strategic recommendations through
natural conversation.
Eliminates the need for complex dashboards or data science expertise.
Why Now
AI has reached an inflection point. For the first time, small businesses can afford enterprise-
grade intelligence that automates analysis and decision-making. With 33 million SMBs in the
U.S. and over 400 million globally, this represents one of the largest untapped AI markets.
Leadership
A founding and advisory team combining entrepreneurial, academic, and technical
excellence:
Executives with decades of experience in fintech, AI, and digital innovation.
Senior academic advisors and collaborators from UC Berkeley and MIT,
including Ph.D.-level experts in artificial intelligence, data science, and applied
economics.
A cross-disciplinary team of Berkeley-trained engineers, data scientists, and product
leaders building the core AI architecture.
Funding Snapshot
$2 million secured to date – including $1 million founder/CEO investment and $1
million pre-seed round.

Now raising $7.5 million total, consisting of a $2.1 million extended pre-seed
round seamlessly followed by a $5.4 million institutional seed round to finalize
technology, expand AI and engineering teams, and scale go-to-market operations.
Investment Rationale
Massive underserved global SMB market.
Validated MVP and early user engagement.
Scalable SaaS model with recurring-revenue potential.
Proven leadership supported by top-tier academic and technical advisors.
Clear roadmap to institutional growth and eventual Series A.
Status:
Pre-Series A company with validated technology, strong capitalization, and a clear vision to
transform how small businesses use data.