Acquire new merchants through multi-channel opportunities — Sales Managers, Independent Contractors, referral partnerships, payment ISOs, and portfolio acquisitions. Powered by AI with a human touch for boutique service.
Expand revenue through cross-selling — websites, digital marketing, POS hardware, B2B portals, donation platforms, and AI-powered tools that help merchants grow, which helps us grow organically.
Retain clients through white-glove support, proactive AI optimization, deep operational integration, and solutions that make them sticky — building long-term relationships that last.
- In-store, online & mobile processing
- Cash discount, surcharging, text-to-pay, invoicing & ACH
- Partner with Square, Clover, ValorPay & NMI
- PCI-compliant, real-time reporting
- AI-powered theme websites built in days, not weeks
- SEO, content creation & social posting
- Email campaigns, mobile-first, high-converting designs
- Ongoing optimization — always current
- CRM — manage customers and contacts
- Reporting & business intelligence dashboard
- Automated onboarding & messaging center
- Social media center — schedule, post & track
- B2B Solutions — operations, automation & integrations
- Event Module · Nonprofit Module (fundraising)
- Resellable solutions for partners & agents
- Every solution leads to embedded payments
Regional leadership + direct market + specialist divisions — all channels lead to PAYMENTS
Custom AI solutions evolve into resellable SaaS products, embedding payments in every merchant workflow and creating compounding recurring revenue.
AI-powered volume sites + premium custom builds — capturing both scale and high-value clients
| Month | AI Sites | Custom | Total Sites | Monthly MRR | Setup Fees |
|---|---|---|---|---|---|
| Today | 145 | 5 | 150 | $15,000 | — |
| M6 | 228 | 17 | 245 | $21,394 | $19,935 |
| M12 | 373 | 37 | 410 | $36,710 | $58,320 |
| M18 | 568 | 68 | 636 | $58,404 | $126,684 |
| M24 | 715 | 128 | 843 | $69,480 | $729,084 |
Two integrated revenue channels — Payments & Platform (processing-driven residuals) and Web Solutions (subscription + setup fees) — forming a compounding, multi-stream revenue engine.
Deploy capital across sales, AI development, ISO acquisitions and national expansion to grow combined MRR from $115K to $508K in 24 months — with $1M+ MRR as the stretch target as acquired portfolios are integrated.
GROWTH · 24 MO
- Launch BizSimple B2B & Booking Solutions
- AI-powered website theme creation
- Enhanced partner & merchant portal
- Expanded payment integrations (Clover, Square)
- Add sales support to accelerate growth
- Complete CRM & communications platform
- Events & Bookings for GiveSimple
- AI-powered content & social posting
- Hire Fundraising & B2B Sales Leader
- Begin sourcing small ISO acquisitions
- Launch influencer, affiliate & CEO video blog
- Host inaugural annual sales conference
- Mobile app for agents & merchants
- Hire dedicated AI integration specialist
- AI-assisted merchant support system
- Internal sales team & Sales Manager hire
- Appoint channel leaders for vertical sales
- National marketing campaign launch
- Close & integrate first ISO portfolio acquisitions
- Cross-sell web, AI & BizSimple into acquired merchants
- Scale all sales & partner programs nationally
- Expand trade-show & industry event presence
TARGETS
Full raise. Funds complete roadmap — national sales team, AI platform buildout, marketing at scale, and national brand presence to compete with Shopify & GoDaddy.
Funds Q3–Q4 2026: BizSimple launch, AI automation, CRM buildout, sales leadership hire, and expanded payment integrations.
Invest as direct equity (~1.7%) or as a convertible note / loan with the option to convert to equity at a future round or be repaid on agreed terms — a flexible entry into a high-growth SMB fintech platform.
