Invest & Partner — Twistters

2Products, one shared ingestion and reasoning core

>80%Target gross margin, from serverless architecture

$1B+Non-discretionary TAM on compliance alone

90Days from pilot start to a measured KPI

The thesis

Institutional memory is the asset nobody owns

Every enterprise tool captures activity. Almost none capture reasoning.

What tools store today

Activity

A ticket was closed
A policy was uploaded
An approval happened somewhere

What we store

Reasoning

Why that fix worked, and what was ruled out
Which evidence actually satisfies which control
Who approved the exception, and on what basis

The memory compounds inside the customer. That’s what makes leaving expensive.

Credibility first

Most enterprise AI pilots fail. We build around that.

95% Of enterprise GenAI pilots show no measurable P&L impact. MIT NANDA, 2025

~2× More likely to reach production when bought from a specialist, not built in-house. MIT NANDA, 2025

$37B US enterprise GenAI spend in 2025 — 3.2× year over year. Menlo Ventures

So the strategy isn’t “AI transforms operations”

It’s: sell a bought, specialist product into a budget that is already moving, and contract every deployment against one pre-agreed KPI so the buyer can prove impact to their own CFO. That is the entire reason the 90-day pilot exists.

Sources and how firmly we hold them

The 95% and 2× figures come from MIT NANDA, Aug 2025 — a non-peer-reviewed working paper we treat as directional, not settled. Spend and buy-vs-build data: Menlo Ventures, 2025, which also reports 76% of enterprise AI use cases are now bought rather than built, up from 53%.

Market

Two markets. Both growing. Both mandatory.

Twistters Support

Support, IT-Ops and engineering

$47.8BAI for customer service by 2030, 25.8% CAGR

~9%CAGR in enterprise search & knowledge management

Buyers are engineering, IT-Ops and support leaders already measured on MTTR.

Twistters Audits

Regulated mid-market

$21BGRC software market, ~11% a year

100KTargetable US companies at ~$10K ACV

B2B SaaS, FinTech, HealthTech and regulated firms of 100–2,000 employees.

Why two products is a feature, not a distraction

Both ingest the same systems through the same connectors and share the same reasoning layer. A connector built for audit evidence immediately improves incident retrieval. The marginal cost of the second product is focus — not a second platform.

Market sources

MarketsandMarkets — AI for customer service · Mordor — enterprise search · Mordor — GRC software · Market.us — AI in audit

Business model

Land on one KPI. Expand by module and framework.

Organization-based pricing, so revenue isn’t capped by seat count.

Product	Entry	Core	Expansion
Twistters Support	90-day pilot $1.5K–$3K/mo	Starter $1.5K–$2.5K/mo Professional $4K–$8K/mo	Enterprise $10K–$25K/mo — all 14 modules
Twistters Audits	90-day pilot $1.5K–$3K/mo	Single framework $6K–$10K/yr	Multi-framework $20K–$40K/yr — plus subsidiary rollout

Serverless economics

Cost tracks usage, not provisioned capacity. That’s the >80% margin target.

Channel leverage

MSSPs, GRC consultancies and audit firms co-sell where founder-led can’t reach.

Expansion surface

14 modules and 4 frameworks to sell into an account that already proved one KPI.

Projections

Targets, stated as targets

Both products are pre-revenue. These are plans, not results.

Support — conservative base case

$72KYear 1 ARR — 3 clients

$360KYear 2 ARR — 10 clients

Deliberately small: founder-led sales, three reference accounts, margin over volume.

Audits — growth case

$500KYr 1 — 50 customers

$1.5MYr 2 — 150 customers

$4MYr 3 — 400 customers

The funnel behind those numbers

10,000 prospects → 1,000 meetings → 300 pilots → ~150 direct conversions, with the balance carried by MSSP and auditor channels plus per-framework expansion. Past 150 customers the channel does the heavy lifting — that is the assumption to stress-test hardest.

Roadmap

Foundations → automation → prevention → advisory

Every phase ships something sellable. Each phase funds the next.

0–6 months

Phase 1 — Foundations

Enterprise RAG, Ticket Analyzer, Teams/Slack Intelligence. First paid pilots, first reference KPI.

6–12 months

Phase 2 — Automation

Incident Intelligence, Auto-Documentation, Executive Dashboard, Smart Escalation. Support becomes a suite.

12–24 months

Phase 3 — Prevention

Knowledge Gap Detection, On-Call Intelligence, Priority Intelligence, Customer Health. Reactive becomes preventive.

24+ months

Phase 4 — Autonomous advisory

Change Risk Analyzer, AI Operations Advisor, Knowledge Acquisition. The platform starts recommending where to invest.

Why this founder

Built by someone who carried the pager

20+ years in engineering on AWS. 12+ years inside support and incident management. The escalation logic is modeled on escalations that actually failed — at 3 a.m., with an SLA running.

Domain credibility

First-hand experience of the exact failures both products solve.

Capital efficiency

A LATAM engineering team behind a US entity means real velocity per dollar raised.

Commercial-first

We sell to commercial enterprises. Government and defense constraints are out of the early plan by design.

Policy tailwind

America’s AI Action Plan names enterprise adoption as the bottleneck and backs self-hosted models for sensitive data — exactly the deployment shape a compliance buyer wants.

Detail and sources

§174A restores R&D expensing for US builders, improving the cash profile of a US-domiciled software company. FOCI, DFARS and CMMC constraints apply to US government and defense contracts, which are deliberately not in the early plan.

America’s AI Action Plan · §174A explainer · DFARS / CMMC rule

Diligence

The four things that could break this

You’d find them anyway. Here they are with our actual answer.

Risk 01

Bundling pressure

Rovo ships free with Atlassian Cloud; Copilot is cheap per seat. Our answer is cross-tool context and memory neither owns. If a buyer’s needs stop at Atlassian content, Rovo is genuinely the better choice.

Risk 02

Well-funded incumbents

Vanta ~$4.15B, AuditBoard ~$3.1B. We don’t win a feature war. We win the mid-market internal-audit whitespace and memory of findings.

Risk 03

Trust posture is a gate

Selling into audit requires our own SOC 2 Type II and ISO 27001/42001. Until published, enterprise pilots stall at security review. Real cost, on the roadmap.

Risk 04

Pre-revenue execution

No production customers yet. Every figure here is a market source or a target. The mitigation is the pilot motion: small, fast, KPI-bound contracts that become references.

The ask

What we bring, and what we need

We bring

A built pipeline

Knowledge and compliance graphs, plus a reasoning layer
The operational blueprint and implementation workflows
Practitioner velocity and serverless unit economics

We seek

US market access

Capital to land the first US commercial clients
Direct access to US enterprise buyers
Relationships with GRC consultancies and audit firms

Let’s talk

Transform fragmentation into memory.

Request the deck and financial model, or start with a 30-minute call. If you want to stress-test the channel assumption first, that’s the conversation we want.

Request the deck Email partnerships

Appendix

Every number, sourced

We’d rather be checkable than impressive.