Path to Product

From POC to shipped.

Four phases, 17 months, $35K seed. Honest timeline, honest economics. We're in Phase 1 right now — the site you're reading is the validation artifact.

QuickBooks sees rows. BlueLedger sees jobs.

  1. Phase 01 · we are here

    60 days · $0

    Validate the wedge

    Ship the POC site (you're on it). Drive 500 waitlist signups via trade subreddits and FB groups. Run 30 customer-discovery calls.

    Timeline
    60 days
    Cost
    $0
    Go signal
    ≥500 waitlist signups + ≥18/30 calls confirm willingness to pay $39/mo

  2. Phase 02

    90 days post-funding · $35,000

    Seed + MVP

    Close $35K seed. Build Plaid → LLM categorizer → job-tagging UI → P&L-by-job. Ship GLBA / CFPB §1033 compliance setup. Onboard 50 design partners on a free 90-day trial.

    Timeline
    90 days post-funding
    Cost
    $35,000
    Go signal
    50 active design partners with ≥40% week-4 retention

  3. Phase 03

    Months 6–12 · $0 incremental

    Public launch + pricing

    Flip to $39/mo with the 60-day trial. CAC channels: trade-school partnerships, supply-house POS flyers, HVAC and plumbing YouTube ads.

    Timeline
    Months 6–12
    Cost
    $0 incremental
    Go signal
    1,000 paying subs (~$39K MRR projected) at ≥28% trial-to-paid

  4. Phase 04

    Months 13–17 · Self-funded from MRR

    Break-even + optional Series A

    Scale to $117K MRR projected (~3,000 paying subs). Ship defensive Jobber / ServiceTitan / Housecall integrations before incumbents pivot.

    Timeline
    Months 13–17
    Cost
    Self-funded from MRR
    Go signal
    $117K MRR sustained 3 months → optional Series A or stay bootstrapped

Capital required

We're raising $35,000 at the Phase 1 → Phase 2 boundary. That covers a 75-day MVP build (1 FT contractor), GLBA / CFPB §1033 compliance setup, 12 months of Plaid + infra, 50 design-partner Visa-card incentives, and legal. Full line-item breakdown lives on the For Investors page.

Why we're not raising more

$35K is what it costs to ship the wedge and validate retention. Anything more is speculation in a market we haven't earned trust in yet. We'd rather raise a small seed, ship the MVP, prove ≥40% week-4 retention with 50 design partners, and then decide whether to bootstrap to break-even or take a Series A from a position of leverage.