Pitch appendix · LEVR founders
Go-to-market · Pitch appendix

40 is the ramp. 100 is the number. 500 is the ceiling.

$30–40M is the run-rate at ~100 quality-gated facilitators — our near-term goal. 40 next year is the ramp (~$8M exit ARR), on top of ~$3M today and ~$5M latent in accounts we deliberately under-built. Not a claim of $40M GAAP next year — the machine that produces a $30–40M run-rate, and the count that gets there.

The facilitator ladder · full run-rate, base mix (20/50/30)
One motion, three rungs.
The $30–40M run-rate lives on the middle one.
~$14.3M
40 facilitators
next year’s ramp
~$35.7M
100 facilitators
the $30–40M run-rate lives here
~$178M
500 facilitators
the nine-figure ceiling

Each rung is the same unit economics multiplied by facilitator count — facilitators × 5 clients × ($7,000 setup take + $64,350 recurring take). 40 is what we ramp to next year; 100 “good ones” is where the near-term target sits; 500 is the ceiling, and it uses only ~21% of the credible facilitator supply. The full recognized-vs-run-rate reconciliation lives in the revenue section below — this is the staircase, that’s the accounting.

Fundraise closes ~30 days Appendix to the existing investor deck Not yet humanized / published
Start with the traction Jump to decisions needed
01 — Traction today

Two logos into a market of thousands. That’s slope, not thinness.

Revenue’s concentrated today — two logos, honestly. And the diversification thesis is the channel. LEVR runs marketing for a 260-location brand and an 80-location brand — two enterprise instances at ~$1.5M each, ~$3M ARR — two logos into a market of thousands. The concentration isn’t a ceiling; it’s the first two points on a line the facilitator channel is built to extend.

~$3M
ARR today · 2 enterprise logos
A 260-location brand and an 80-location brand, ~$1.5M each (per-instance pricing). Real recurring revenue, live now — not a projection.
~$5M
Latent in the base
~80 deliberately “under-built” existing customers, if turned on at base-mix recurring — the fastest low-risk bridge to the target, independent of new facilitators.
90%
Of revenue is recurring
LEVR gives away 80% of the one-time setup to buy a motivated seller, then keeps 90% of the recurring annuity forever. Setup is acquisition cost; recurring is the business.
🎙 Narration · how to say it when they drill in

“Revenue’s concentrated today — two logos, honestly. The diversification thesis is the channel. LEVR runs marketing for a 260-location brand; we’re two logos into a market of thousands.”

02 — ICP prioritization

Three viable ICPs. Only one is the wedge.

Multi-location brands are the focus for the next 120 days: the facilitator channel (a facilitator is a commission-only partner-seller who brings their own clients and costs nothing until they close) — LEVR’s structural advantage — is precisely what breaks into an otherwise hard-to-reach segment, and the per-client economics ($35k setup + up to $150–155k/yr recurring) are the best of the three. CPG / brand-forward is the same motion one step out. Everything-else / commercial is a real future subscription business (~$50k/yr, direct sales) that is unstaffable today and deferred until the product runs without a workshop.

RankICPWeighted scoreVerdict
1Multi-location brands4.45Focus now. Best ACV + the channel is built to crack it.
2CPG / brand-forward3.65Next. Same channel motion, broader to define; run in parallel.
3Everything-else / commercial2.65Later. Biggest pool, weakest fit today — deferred until self-serve.

Factors & weights: TAM/volume 20% · ease-to-sell 20% · revenue-per-client 20% · product-readiness 15% · channel leverage 25%. The two factors that gate the next 120 days — channel leverage and product-readiness — carry the decisive weight.

Slide · ICP priority triangle (16:9) Open full ↗
03 — Positioning & elevator pitch

The category: a Marketing OS for multi-location brands.

The load-bearing claim: a multi-location business points LEVR at their market once, and from then on the platform never waits to be asked — it runs every week, re-researching that market and building and deploying their marketing across every channel, the way a world-class team would, without the team. Under the hood it’s a company brain that learns your business, then markets for you forever. The delivery feels like a service; the thing being sold, versioned, and scaled is a product.

1
“LEVR is the marketing operating system for multi-location brands.”
Owns a word — operating system. Signals product, platform, defensibility, recurring revenue. Names the primary ICP, which shows focus. [category]
2
“The marketing team of your dreams. It just happens to be software.”
Keeps the emotional hook the founders love, then the second sentence resolves product-vs-services on the spot. The single line that fixes both open items at once. [dream team → product]
3
“An AI platform that basically requires you not to have a marketing team.”
Liz’s line — tested best in the room emotionally. A pattern-interrupt; best for a prospect/CEO audience, slightly weaker for a pure-financial investor. [anti-headcount]
“LEVR is the marketing team of your dreams — it just happens to be software. You point it at your market, and it researches, builds, and ships your marketing every week. You get it the same way you get Salesforce.”
Product-vs-services, resolved

LEVR is a product company with a service-grade onboarding.

Frame the workshop and 48-hr build as the installation of the product, not the product itself. The recurring subscription is the business — where every metric an investor values (ARR, versioning, defensibility, margin) lives. The service-feeling lives only in the setup. “We’re Salesforce, not a Salesforce consultancy.”

The channel clarification

The facilitator sells a service; LEVR is the product they deliver it with.

Keep them separate. “Our facilitators sell a service — their own scope of work, their own relationship. They deliver it using our product. We’re the product; they’re the channel. That separation is exactly why the channel works: they keep the service margin, we keep the recurring product revenue.”

🎙 Narration · how to say it when they drill in

“I set my phone on the table Wednesday and hit record. By Friday their whole marketing engine is live across every location. No hires, no agency, 48 hours.

04 — The channel model

We didn’t build a sales team. We onboarded one operator.

We didn’t build a sales team — we onboarded one operator, Brian. He brought 5 clients, then referred the next himself, unpaid. A facilitator is a 1099 contractor (a commission-only partner-seller who brings their own clients and costs nothing until they close) — an elite operator with relationships enterprise sales can’t buy, who now needs an AI edge. They own the client relationship; LEVR owns the product and the tech. LEVR collects all client money and pays out the channel — the single most important structural fact for an investor: there’s no deal to route around.

This is Field Nation for marketers — we own the platform and the money; a network of operators brings the relationships.
Revenue lineSplitFacilitator keepsLEVR keeps
$35k setup / workshop80 / 2080%20%
Recurring (never waits to be asked — runs every week)90 / 1010%90% ← the annuity
Facilitator’s own SOW / services100%0%

Read it the way an investor should: LEVR gives away the front-end ($35k, 80% to the facilitator) to buy a motivated seller, then keeps 90% of the recurring — forever. Setup is customer-acquisition cost paid to the channel; recurring is the business.

“Channel is hard” — the rebuttal that will come

When investors say “channel,” they picture CDW / SHI / Insight — resellers pushing someone else’s software. LEVR isn’t selling software through a channel; it’s selling a service, delivered by an operator who already owns the relationship and needs LEVR to stay relevant. That’s why it’s a 2-call close, not a 12-month one — and why Brian brought us five clients, then referred Andrew Nash, before we’d tried to scale him. The relationship breaks the barrier; the platform delivers the outcome.

Slide · Channel flywheel (16:9) Open full ↗
🎙 Narration · how to say it when they drill in

“We didn’t build a sales team — we onboarded one operator, Brian. Five clients, then he referred the next himself, unpaid. Field Nation for marketers: we own the platform and the money; a network of operators brings the relationships.”

05 — Defensibility

Three compounding locks. Merchant-of-record is the floor, not the moat.

The moat isn’t one thing an investor can poke a hole in — it’s three locks that compound, each getting stronger the longer a client stays.

Lock 1 · Company brain

Re-researches the market weekly.

It learns your business, then markets for you forever — and every week it re-researches your market. The knowledge base deepens with tenure, so switching away means starting a compounding asset over from zero. Net-revenue-retentive by construction.

Lock 2 · Integrator relationship

Nothing to take and leave.

Every account is paired with a LEVR integrator who owns the build and the tech. The client isn’t handed a tool they could walk off with — the relationship is the delivery. There’s nothing to take and leave.

Lock 3 · Referral network

Compounds itself.

Operators refer operators, unpaid (Brian referred the next himself). The channel grows without a downline check — a network that compounds itself and gets cheaper to expand as it scales.

The floor, not the moat

Merchant-of-record — LEVR collecting all client money, so there’s no deal to route around — is the floor. It stops disintermediation, but it isn’t the story. The story is the three compounding locks above; merchant-of-record is what keeps them from leaking.

🎙 Narration · how to say it when they drill in

“The moat is three compounding locks — the company brain that re-researches weekly, the integrator relationship, and a referral network that compounds itself. Merchant-of-record is the floor.”

06 — Market · TAM / SAM / SOM

Sized two ways. Supply is the constraint, not demand.

Bottom-up (# targets × ACV) and top-down (% of US marketing spend), with primary weight on ICP-1. The near-term SOM is gated by how many credible facilitators LEVR can recruit and quality-gate — not by how many brands exist.

The beachhead · defined

~4,000 national multi-geography brands at $2–4M marketing spend.

That’s the definition behind the number — not the full 830k franchise units, but the national-brand, multi-geography slice at $2–4M spend. And the wedge is robust to the count: if the beachhead is 3k or 6k instead of 4k, the focus-ICP wedge is ~$1.1–1.7B either way — a rounding error against the $42–91B wallet it sits inside. A believable band beats a single un-sourced point.

~$1.4B
TAM · ACV basis (ICP 1+2)
Revenue LEVR would actually bill. ~$11.4B including the deferred ICP-3 subscription play. Lead with this.
$42–91B
Wallet TAM
The marketing budget LEVR competes for — 10–15% of US marketing spend flowing through multi-location brands. Size of the pond, not the catch.
~$453M
SAM · serviceable via channel
30–35% of TAM reachable through facilitator relationships (ICP 1+2).
~$23.9M
SOM Y1 · client billings
40 facilitators × 5 clients × $119,750 blended Year-1 ACV.
~$16.7M
SOM Y1 · LEVR net revenue
After the 80/20 setup + 90/10 recurring rev-share. Investors assume net unless told otherwise.
~2,400
Credible facilitator ceiling
From ~148k persona-fit potentials (~120k “wish we’d call them”). The 500-goal uses only ~21% of it — supply-feasible, not supply-capped.

Blended Y1 ACV = $35k setup + tiered recurring. LEVR’s ACV-basis TAM is ~4% of a target brand’s ~$3M budget — today’s wedge; the wallet is the long-run expansion headroom. Do not sum the two — same market, two depths of wallet capture. Expansion depth per account is real, too: a single enterprise logo can mean one logo, 200 paid build-outs (what we used to call “sub-strategies”) — each location’s own market, researched and shipped.

🎙 Narration · how to say it when they drill in

“~4,000 national multi-geo brands at $2–4M spend is the beachhead — a wedge inside a $42–91B wallet. If it’s 3k or 6k, it’s $1.1–1.7B either way.

07 — Revenue reality · the model

The staircase, reconciled: recognized vs. exit ARR vs. run-rate.

This is the honest accounting under the staircase up top. “40 × 5” means different things depending on how you define “revenue,” and the gap between them is the thing a sharp investor will pull on. So we present all three, and we lead with the definition — never let recognized-vs-run-rate ambiguity get exposed live. The point isn’t that the plan falls short; it’s that $30–40M is a run-rate, not a Y1 GAAP claim.

Framing of “revenue”40 fac × 5vs $30Mvs $40M
Y1 recognized (GAAP, realistic ramp)$3.9M–$26.1M–$36.1M
Exit ARR (recurring only, Dec 31)$8.0M–$22.0M–$32.0M
Full steady-state run-rate (best case)$14.3M–$15.7M–$25.7M
Sensitivity headline · facilitator count

The target lives at ~100 facilitators.

At base mix (20/50/30, full run-rate): 40 fac → $14.3M · 100 fac → $35.7M (squarely inside $30–40M) · 500 fac → $178.4M. Only the 12-clients-each column clears $30M at 40 facilitators — the number Chad revised away.

The bridge · today → target

~$3M today, ~$5M latent, channel on top.

“We’re at ~$3M ARR from two enterprise logos, with ~$5M more latent in customers we deliberately under-built. Our channel — proven by Brian’s 5 clients on a 2-call close — scales to ~100 quality-gated facilitators, where a $30–40M run-rate lives. 40 is next year’s ramp; enterprise deals compress the timeline.”

Open conflict to resolve · recurring mix

The two models used different recurring mixes off the same method: the revenue model used a conservative 20/50/30 ($64,350 net/client → $14.3M run-rate at 40); the TAM doc used a richer 30/50/20 ($16.7M net SOM). Recommendation: adopt 20/50/30 as the base case (conservative is safer in the room), show the richer mix as upside — but the real fix is pulling the actual tier split from the ~80 existing customers.

🎙 Narration · how to say it when they drill in

“$30–40M is the run-rate at ~100 quality-gated facilitators — our near-term goal. 40 next year is the ramp: ~$8M exit ARR on top of ~$3M today and ~$5M latent in accounts we under-built. Not a claim of $40M GAAP next year — the machine that produces a $30–40M run-rate, and the count that gets us there.”

Live model · editable

06 — Revenue & facilitator-growth model

6 sheets, formula-driven — every cell reconstructable. Pull the actual tier split from your ~80 customers here.

Download .xlsx
08 — Facilitator program design

Keep the bar high like EOS. Keep the upside open like Field Nation.

The operational backbone behind “double down on the channel.” A quality-gated, certified, recertified program — where the facilitator still gets to build their own business on top of LEVR and keeps 100% of their own scope of work.

01 · Source
Organically
Facilitator-refers-facilitator (Brian → Andrew) + training events (10 × 50). An admit bar, not open signup.
02 · Train
Prove it by doing
Apply → shadow Chad → close 2 clients during training. No training fee = zero barrier.
03 · Accredit
Split ladder
60/40 → 70/30 → 80/20 as competence rises. Read the book, pass the test, clean integrator handoff.
04 · Certify
Stay current
Version-stamp per facilitator; product changes daily. Recertify or drop to “stale.”

Minimums & gates

  • Minimum activity: ~1 client / 90 days (=4/yr). [OPEN — validate with Brian]
  • Soft-off ramp: warning at 90 days idle → inactive at 180 → off-platform at 270.
  • Recertification: quarterly test on the current build; miss it and you can’t be assigned new client rooms.
  • 3-rung ladder: Accredited → Senior → Master. Volume + recert + recruiting move you up — never payment.

Money & structure

  • No cash referral fee. Facilitators already refer for free (Brian → Andrew). Pay it in status, sub-network rights, events, and early access — never a downline check.
  • Why: a fee big enough to move a former-CEO turns a product company into an MLM — the one thing Chad refuses.
  • Integrator pairing: every facilitator paired with a LEVR integrator who owns the 48-hr build + tech. The facilitator does only what they’re great at.
  • Capacity flag: at ~500 builds/yr the integrator org — not facilitator supply — is the real throughput ceiling. [OPEN]
09 — The facilitator · persona & voice

Marcus Reed — the elite operator who now needs an AI edge.

Creative, well-connected, and ready for the next thing. He ran a real business — maybe a CEO, maybe built and sold an agency. He has relationships enterprise sales can’t buy. What he wants is a reason to call again and pricing power to match. He’s an elite operator with relationships enterprise sales can’t buy, who now needs an AI edge — and there are ~148k of them, ~120k of whom already want the call.

In one line (grounded in the brief)
“An individual who’s either done being a CEO, or runs an agency, or runs a consultancy. Their network is large — the kind of relationships enterprise sales can’t buy. They want to give those clients a reason to spend more, and they want recurring revenue and an AI edge to do it. Give them the edge and they bring the room.”
Job 1Give my clients a reason to spend more with me, not less.
Job 2Turn my relationships into recurring revenue — not one-off fees that end.
Job 3Stay relevant — have a real answer to “what are you doing about AI?”
Job 4Sell my own services on top — and keep 100% of the SOW.
This isn’t LEVR hoping strangers will sell for it. It’s LEVR handing an AI edge to ~120,000 elite operators who already want the call — relationships enterprise sales can’t buy.
Recruiting / leave-behind VO — Matilda, warm-radio register · one spoken line in the room, not a 60-sec play. Transcripts below are the emotional recruiting register (they match the recorded cuts); the investor-facing framing above is the elite-operator read.
Facilitator VO — short cut30 sec · ~80 words
“I built something once… Then it started getting smaller — not because I got worse, because I couldn’t charge what I used to. Now I have a reason to walk back through their door. I’m not fading anymore. I’m the person with the answer.”
Facilitator VO — long cut60 sec · ~155 words
The full arc: pride → quiet ache → a spark of hope → reclaimed resolve. “They spend more with me, not less. And for the first time in my life… it pays me every single month.” Use both to A/B, or lead with 30s.
10 — Decisions needed

Chad — this is the call to action.

Consolidated from all seven specialists. Tier 1 must be resolved before this goes to investors; Tier 2 are deck/polish choices; Tier 3 is companion work these surfaced but that isn’t built yet.

Tier 1Resolve before investors — credibility-critical
  1. What does “$30–40M next year” mean — recognized revenue, exit ARR, or run-rate? And is the plan anchored on 40 or 100 facilitators, at 5 or 12 clients each? The single biggest credibility item.
  2. Lock the recurring mix (20/50/30 vs 30/50/20) and confirm every revenue line is stated net to LEVR, not gross client billings (they differ ~30%).
  3. Validate the facilitator minimum (~1 client/90 days) with Brian — it appears in the model, the channel one-pager, and the program design, and it caps every revenue table. [OPEN]
  4. Is “LEVR collects all client money” contractually true today? The anti-disintermediation rebuttal depends on it. Related: does the facilitator’s own SOW bill through LEVR or direct?
  5. Commit to a category: “Marketing Operating System for multi-location brands.” Green-light it (needs a quick trademark/SEO check) and decide whether the front-of-deck line names multi-location or the broader TAM.
Tier 2Polish & deck choices
  1. Name Brian on the investor-facing flywheel, or anonymize to “a facilitator brought us 5 clients”?
  2. Show the $35k → ~$10k setup arc on the slide, or just $35k today?
  3. Persona: keep the name “Marcus Reed,” use the 30s or 60s VO cut (or both to A/B), and is the gender-neutral read right?
  4. “Dream team” standardized across this appendix (“the marketing team of your dreams — it just happens to be software”). Confirm the main deck matches, and retire “dream CMO” everywhere.
  5. Sign off on the ICP factor weighting (20/20/20/15/25) — heavier TAM weighting lifts ICP-3, but the top-tier focus holds.
Tier 3Companion work these surfaced — not yet built
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