PerCision
Seed round · $100K · $2.5M pre-money

Precision Strategy.
Powered by AI.

The first platform to combine institutional-grade automated strategy, the market's deepest investor-grade financial intelligence, and ready-to-deploy executive AI agents — all in one modular, instantly integrable system.

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7Executive AI agents live
40+BI & CRM integrations
<1 wkAny client system online

Pre-wired with the systems your enterprise already runs

Power BITableauLooker MetabaseSupersetCumul.io SalesforceHubSpotMicrosoft 365 TeamsSlackSupabase
The problem

Strategy is still fragmented, slow, and expensive.

Expensive & slow consultants

Traditional engagements cost $200K–$2M and take 8–12 weeks to deliver reports already outdated by the time they land.

Siloed AI tools

Agents and analytics live in isolation — no human-in-the-loop controls, poor enterprise integration, dangerously shallow financial depth.

No single source of truth

Executives lack one unified view of strategy, finance, and execution. The result: slow decisions, missed opportunities, costly blind spots.

Our solution

One platform. Three powerful layers. Minutes to insight.

01

Strategy Engine

An 83-step automated pipeline — company enrichment, competitive moat, segment analysis, financial modeling, MECE synthesis — delivering three board-ready reports + Excel models in 7–15 minutes.

Powered by McKinsey, Bain, and Ackoff frameworks plus our proprietary EFF methodology.

02

Financial Block

The deepest investor-grade financial view available: Sankey decompositions, DuPont analysis, 60+ ratios with industry percentiles, DCF intrinsic valuation, Buffett Score, and 24+ warning signs.

Unmatched in the market.

03

Executive AI Agents & Digital Twins

Seven specialized agents — CEO, CFO, CMO, COO, CTO, VP BD, VP Sales — with persistent memory twins, RAG over approved actions and KPIs, professional tone filtering, and HITL approval on every external action.

Voice and visual orchestration layers shipping rapidly.

What's built

Already built. Production-ready. Piloting now.

Live & operational

  • Phase 1 email agents: 7 agents, weekly pulse + captain's log, HITL approval queue, tone filter, CASL/GDPR consent flows, bilingual templates.
  • Financial Block: DCF valuation engine, Buffett Score, EF-Score radar, Sankey charts, comprehensive warnings, glossary — ready for any data source.
  • 40+ BI adapters: Power BI, Tableau, Looker, Metabase, Apache Superset, Cumul.io — production-grade.

Integration infrastructure

  • CRM: Salesforce, HubSpot pre-wired.
  • Productivity: Microsoft 365, Teams, Slack connected.
  • ERP & accounting: all major platforms pre-wired.
  • Custom adapters: any client system integrated in < 1 week.
  • Data architecture: default secure Supabase + full configurability (AWS, Azure, GCP, sovereign clouds, on-prem). Zero lock-in.

Proven in internal use. First client pilots ready to onboard.

Market opportunity

$35B+ market. The timing has never been better.

$35B+
Total Addressable Market

Global AI-powered strategic decision support, FP&A/analytics, and executive automation platforms by 2026 — growing at >25% CAGR.

$5.5B
Serviceable Addressable Market

Integrated platforms serving enterprises, VC/PE funds, strategy consultants, and mid-market banks needing combined strategy + financial intelligence + agents.

$200M
Serviceable Obtainable Market

Achievable in 4–5 years via English-speaking markets, direct sales, and high-volume partner channels — banks, BI vendors, consulting firms.

Enterprises are done with fragmented tools and generic chatbots. They want precise, integrated, auditable AI that delivers real strategic and financial ROI. The window to define this category is open — now.

Business model

Modular. Sticky. 80–85%+ gross margin.

Core Strategy Engine

$299–$499/mo

Unlimited strategy runs, 3 board-ready reports, basic financials.

+ Financial Block Pro

+$149/mo

Full DCF, Buffett Score, advanced analytics, Excel exports.

+ AI Agents & Twins

+$199/mo

Live email agents, persistent memory twins, HITL queue.

Top-Management Replacement

Enterprise

Full agent orchestration, deep system sync, bespoke SLA.

~$2–$5LLM + infra cost / strategy run
3–6×LTV / CAC
< 6 moPayback period
< 5%Monthly churn target
Go-to-market

Partnership-first GTM: hundreds of clients at once, low CAC.

BI & analytics vendors

Co-sell or embed Financial Block + Strategy Engine as a premium module. 40+ integrations = instant plug-and-play with existing vendor ecosystems.

Consulting firms & boutiques

White-label or embed Percision as an "AI co-pilot". Consultants close faster; we earn recurring revenue and rev share with near-zero CAC.

Regional & mid-market banks

Treasury and strategy advisory upsell. Banking/ERP feeds in < 1 week. Q3 2026: pilot with 1–2 NA/EU banks.

VC/PE platforms & deal rooms

Embed for rapid portfolio diligence — strategy scores, financial-health scores, moat assessments — delivered in minutes rather than weeks.

Technology

Modern. Secure. Flexible by design.

Core stack

  • Backend / frontend: Node.js / Express + React / Vite.
  • Multi-LLM orchestration: Claude (deep strategy), Grok (real-time grounding), Gemini (large-context work).
  • Output: Gamma PDF + ExcelJS for board-ready exports.
  • Digital twins: persistent RAG over approved actions and KPIs — fully auditable.
  • Languages: EN/FR bilingual ready; additional languages on demand.

Security & compliance

  • Encryption: AES-256 at rest + TLS in transit.
  • HITL: all external agent actions require human approval.
  • Data residency: any cloud, sovereign cloud, or on-prem.
  • Compliance: GDPR, PIPEDA, SOC 2 blueprints ready.
  • Integration superpower: 40+ BI tools + major CRM/ERP/accounting/banking systems pre-built. Custom adapter in < 7 days.
Roadmap

Adoption-driven pace. Every stage ships in under one week.

  1. Q2 2026 · Now

    Phase 1 agents live. Onboard first 5–10 pilots. Marketing ramp with $100K seed capital.

  2. Q3 2026

    Full Financial Block activation for all clients. Bank integration pilots (1–2 partners). Modular billing live.

  3. Q4 2026

    Voice / visual agents + twin chat modal. First consulting white-label deals. 50+ clients.

  4. 2027 H1

    Deep ERP / CRM write-back + orchestration. Scenario planning pipelines. Bank partnerships scale to 10+ institutions.

  5. 2027 H2+

    Top-Management Replacement Block. Enterprise API & white-label marketplace. International compliance expansion.

Marketing is the only constraint. Development has indefinite internal runway — the roadmap is gated by customer adoption and feedback, not engineering capacity.

Financial projections

Conservative model. Strong unit economics. EBITDA-positive by Year 2.

Key metrics snapshot

  • Y1: ~60 customers · ARR $280K · 82% gross margin.
  • Y2: ~180 customers · ARR $1.6M · 85% gross margin · EBITDA positive.
  • Y3: ~550 customers · ARR $6.5M+ · strong profitability.
  • Y5: $15M+ ARR via bank and consulting ecosystem scale.

Full P&L, balance sheet, and cash-flow model available in the data room.

ARR ramp ($K)

280Y1
1.6kY2
6.5kY3
15kY5
Competitive moat

Why Percision wins — no one else does all of this.

Strategy moat

Multi-framework automation (McKinsey, Bain, Ackoff + proprietary EFF) producing board-ready deliverables in minutes — not months and millions.

Financial intelligence moat

Deepest financial block on the market: DCF, Buffett Score, 60+ ratios, 24+ warning signs. No competitor combines this depth with strategy automation.

Speed & integration moat

Any enterprise system integrated in < 1 week. Features ship in days. Adoption pace is set by customers, not engineering sprints.

Distribution moat

Purpose-built for high-volume partner channels — banks, BI vendors, consulting firms. Hundreds of clients acquired simultaneously with low CAC.

The ask · smart money only

$100K seed. 3.85% equity. 50–100x+ upside.

What we're raising & why

$100,000 at $2.5M pre-money valuation. Every dollar goes to marketing and GTM — paid channels, partner enablement, content, and targeted events. Engineering is fully covered internally with indefinite runway.

We are highly selective. We want partners who bring warm introductions to banks, consulting networks, BI ecosystems, or enterprise pilot opportunities. Capital alone is not sufficient.

Path to $300M–$1B+ strategic exit or IPO in 5–7 years. This round's entry creates extraordinary leverage.

Ready to move fast?

Book a live demo or start a conversation:

Full data room available on request — detailed P&L, balance sheet, cash-flow model, integration architecture, and IP documentation.