Investment
Materials
The following materials are confidential and intended for prospective investors only. Do not distribute.
Product-led growth.
Land and expand.
Two tracks. Freelancers and solo consultants sign up and are productive within minutes — no sales call required. Firms with teams get supported implementation: onboarding, framework configuration, and a dedicated point of contact to ensure adoption sticks.
Starter £49/mo
Pro £99/mo
Pro £99/mo
£149/mo + Whitelabel
| CHANNEL | APPROACH |
|---|---|
| Content & SEO | Thought leadership on "AI for consultants" — a category we define |
| Community | Boutique consulting communities, fractional exec networks |
| Partnerships | Consulting associations, accelerators, and strategic alliances |
| Outbound | Targeted outreach to firms showing intent signals |
Four forces
converging.
AI Inflection
Frontier AI models and vector embeddings have made multi-document reasoning commercially viable for the first time. mmentum’s architecture is model-agnostic — we route to the best available model for each task and can swap providers without changing a line of application code. What required a £10M infrastructure budget in 2023 now costs £50K/year in API costs.
Consulting Digitisation
Post-COVID, boutique firms are actively seeking digital infrastructure. The $900B consulting market is migrating from ad-hoc tools to integrated platforms.
Trust Deficit in AI
Enterprise AI tools train on user data and produce unverifiable outputs. mmentum’s zero-retention, source-traceable architecture directly addresses the #1 adoption blocker.
Winner-Take-Most
The firm knowledge base creates compounding lock-in. The first product to capture boutique consulting workflows at scale becomes the default operating system for the industry.
Five moats.
Deepening daily.
mmentum’s intelligence compounds across three tiers: workspace data (per-project), firm knowledge (institutional memory that grows with every engagement), and platform knowledge (45+ frameworks, 11 narrative tactics). Each tier enriches the next. After 50 projects, leaving mmentum means abandoning years of compounded intelligence.
System 2 Compiler
Proprietary multi-stage pipeline that compounds intelligence with every document ingested. Not replicable via prompt engineering.
Knowledge Graph IP
Cross-document reasoning architecture no competitor has implemented for the consulting vertical.
Framework Library
45+ consulting frameworks pre-embedded as structured, versionable templates — a growing competitive moat.
Data Network Effects
More usage → richer frameworks → better output → higher retention → more usage. Classical SaaS flywheel.
Consultant-as-Gatekeeper
Nothing reaches a client without explicit human approval. Staged publishing, full audit trail. Architecturally enforced — not optional. This builds trust with firms that cannot afford AI hallucinations reaching their clients.
Why mmentum wins
| MMENTUM | RIPLO AI | DIY STACK | |
|---|---|---|---|
| Target | Boutique (1–50) | Enterprise (Top 50) | Everyone (nobody well) |
| AI Architecture | System 2 — Knowledge Graph | System 1 — Chat RAG | No AI |
| Knowledge | Autonomous cross-doc synthesis | Single-doc summary | Manual |
| Output | Native .pptx (editable) | Proprietary canvas | Copy-paste |
| Pricing | £49–£149/seat/mo | $100K+ contracts | $500+/mo |
Five tiers.
Land and expand.
| TIER | PRICE | KEY FEATURES |
|---|---|---|
| Trial | Free (14 days) | 1 workspace, full features |
| Starter | £49/seat/mo | 3 workspaces, standard frameworks, .pptx export |
| Professional | £99/seat/mo | Unlimited workspaces, custom frameworks, priority AI |
| Operator | £29/seat/mo | Back-office: doc management, view analyses, no AI gen |
| Enterprise | £149/seat/mo | Full platform + dedicated support |
| Enterprise + Whitelabel | £99/seat/mo + £20K/yr | White-labelled platform under client brand |
Per-seat margins.
Best in class.
Every seat includes a monthly AI compute allocation. Usage beyond allocation is charged at cost + 30% markup.
| TIER | PRICE | AI COST | GROSS MARGIN |
|---|---|---|---|
| Starter | £49/mo | £4.50 | 91% |
| Professional | £99/mo | £7.50 | 92% |
| Enterprise | £149/mo | £12.00 | 92% |
| Ent. + Whitelabel | £99/mo | £12.00 | 88% |
| Operator | £29/mo | £1.50 | 95% |
Six revenue streams.
Recurring core.
| REVENUE LINE | YEAR 1 | YEAR 2 | YEAR 3 |
|---|---|---|---|
| SaaS subscriptions (consultant seats) | £65K | £516K | £1.55M |
| Operator seats (£29/seat/mo) | £9K | £84K | £244K |
| Enterprise setup fees (£5K each) | £20K | £50K | £50K |
| Whitelabel licences (£20K/yr) | £20K | £45K | £120K |
| Accelerator packages (£3K each) | £15K | £30K | £30K |
| AI overage charges | — | £10K | £50K |
| Total Revenue | £129K | £735K | £2.04M |
Path from investment
to 33% EBITDA.
| YEAR 1 | YEAR 2 | YEAR 3 | |
|---|---|---|---|
| Revenue | £129K | £735K | £2.04M |
| AI compute & APIs | (£9K) | (£42K) | (£108K) |
| Platform infrastructure | (£20K) | (£30K) | (£65K) |
| Gross Profit | £100K | £663K | £1.87M |
| Gross Margin | 78% | 90% | 92% |
| People | (£460K) | (£603K) | (£960K) |
| Sales & Marketing | (£35K) | (£100K) | (£200K) |
| General & Admin | (£30K) | (£27K) | (£40K) |
| EBITDA | (£425K) | (£67K) | £670K |
| EBITDA Margin | — | — | 33% |
Software margins.
Consulting TAM.
Path to £2.46M ARR
Capital discipline.
Single-round raise.
| YEAR 1 | YEAR 2 | YEAR 3 | |
|---|---|---|---|
| Opening cash | £650K | £225K | £158K |
| Revenue received | £129K | £735K | £2.04M |
| Total expenditure | (£554K) | (£802K) | (£1.37M) |
| Closing cash | £225K | £158K | £828K |
Eight milestones.
Month 17 break-even.
Stress-tested.
Downside protected.
The base case represents our best estimate. Below, we stress the model to show how the business performs when things go wrong — and what we do about it.
| METRIC | BEAR (50%) | BASE | BULL (140%) |
|---|---|---|---|
| Y1 firms (EOY) | 25 | 50 | 70 |
| Y2 firms (EOY) | 80 | 160 | 250 |
| Y3 firms (EOY) | 160 | 350 | 550 |
| Monthly churn | 5% | 3% | 2% |
| Y3 revenue | £615K | £2.04M | £3.64M |
| Y3 EBITDA | (£215K) | £670K | £1.89M |
| Y3 ARR | £500K | £2.46M | £4.37M |
| Monthly break-even | Beyond M36 | Month 17 | Month 13 |
| Investor 22% value (6× ARR) | £660K (1.0×) | £3.25M (5.0×) | £5.77M (8.9×) |
Built-in
cost levers.
If Month 12 metrics show tracking below plan (<30 firms, >4% churn), we activate cost reduction measures before cash becomes critical.
| LEVER | MONTHLY SAVINGS | IMPLEMENTATION |
|---|---|---|
| Contract engineer exit | £7,500/mo | 30-day notice |
| Marketing spend freeze | £3,000/mo | Immediate |
| Founder salary reduction | £5,000/mo | Immediate |
| Total available savings | £15,500/mo |
| M12 SIGNAL | FIRMS | ACTION |
|---|---|---|
| Ahead of plan | 60+ | Accelerate growth hires to M14 |
| On plan | 40–59 | Continue as modelled |
| Behind plan | 30–39 | Freeze discretionary spend |
| Significantly behind | <30 | Activate contingency |
Where £650K
goes.
Multiple paths
to liquidity.
Strategic Acquisition (Most Likely — M36–60)
| POTENTIAL ACQUIRER | STRATEGIC RATIONALE |
|---|---|
| Salesforce / HubSpot | Professional services vertical expansion |
| Monday.com / Asana | Workflow deepening — domain-specific intelligence |
| Thomson Reuters / RELX | Professional intelligence adjacency |
| Microsoft (via M365) | PowerPoint integration moat |
Growth-Stage Fundraise (M24–36)
Series A at 8–12× ARR (£19.7M–£29.5M valuation).
| COMPANY | CATEGORY | VALUATION | MULTIPLE |
|---|---|---|---|
| Veeva Systems | Life sciences | $23B (IPO) | 25× ARR |
| Procore | Construction | $12B (IPO) | 18× ARR |
| Toast | Restaurant | $8B (IPO) | 12× ARR |
| ServiceTitan | Home services | $9.5B (IPO) | 15× ARR |
UK beachhead.
Global by design.
The product is international by design: consulting frameworks are universal, deliverable formats (PowerPoint) are global, and the platform is cloud-native.
Beachhead
UK & Ireland
Months 1–18
Founder-led. Build PMF, prove unit economics, establish category.
Adjacent
US (East Coast)
Months 18–24
PLG-driven. USD pricing. No local team required — self-serve.
EU
DACH, Nordics, Benelux
Months 24–30
EUR pricing. GDPR-compliant from Day 1. English-speaking firms first.
Scale
Full US, APAC
Month 30+
Localised sales, regional partnerships.
Questions we’ve
already asked ourselves.
£650K Pre-Seed
This is a growth raise, not an R&D bet. The core platform is built, deployed, and live at mmentum.me. The Pioneer Programme is onboarding 20 founding firms. £650K funds the company to monthly break-even — no second raise required.
| SHAREHOLDER | EQUITY |
|---|---|
| Founders (×2) | 68% |
| Pre-Seed Investors | 22% |
| ESOP (Employee Option Pool) | 10% |
| Total | 100% |
| Raise amount | £650,000 |
| Pre-money valuation | £2.3M |
| Post-money valuation | £2.95M |
| Equity offered | 22% |
| Instrument | Equity or SAFE |
