Confidential — For Kim & Jake Only

Section 06

Financial Model

This is where it gets exciting. The unit economics are genuinely strong -- here's the full picture on revenue, margins, and the path to recurring revenue.

Revenue Projections

Year 1 Revenue by Scenario

Year 1 Revenue Scenarios

Scenario Clients Year 1 Revenue Tier Mix
Conservative 12 $386K 40/40/20
Moderate 24 $772K 40/40/20
Aggressive 48 $1.6M 40/40/20

Mix = Setup / Professional / Enterprise tier distribution

Margin Breakdown

Gross Margin by Tier (at Scale)

Unit Economics: The Math That Matters

Infrastructure Cost
$110–140
/month per client
Engagement Revenue
$15K–60K
per client
Infrastructure Margin
99%+
on infrastructure alone

That's 99%+ margin on infrastructure alone. The real cost is Jake's time, which is exactly what we want — the business is selling expertise, not hosting.

Client Scaling Path

Revenue & Margin as Clients Scale

Break-Even Analysis

Month 5–6
Break-Even (Moderate)
~$41K
Startup Capital Needed
~$20K
Per Partner

Jake's Implied Hourly Rate

$200–385/hr

Within market range for AI consulting ($150-$400/hr). The rate is competitive, the value proposition is differentiated.

The Recurring Revenue Flywheel

Year One-Time % Recurring %
Year 1 74% 26%
Year 2 55% 45%
Year 3 40% 60%

By Year 3: Recurring = 58% of Revenue

This transforms the valuation from 1-2x (consulting) to 3-8x (managed services). Recurring revenue businesses are fundamentally more valuable.

Year 3 ARR: $7.9M

Maintenance ARR alone could exceed $7.9M from accumulated managed clients at $2K-$5K/month each. This is the compounding engine.

LTV:CAC Ratio

Setup
10x
Professional
30x
Enterprise
53x

The benchmark for a healthy SaaS/services business is 3x+ LTV:CAC. Even the lowest tier at 10x is exceptional. These ratios are driven by low customer acquisition cost (warm network + referrals) and high lifetime values from recurring managed service fees.