**AIISTECH: Comprehensive Client-Facing Overview**

**Executive Summary**

AIISTECH is an **AI-driven Professional Services Automation (PSA)
platform integrated with intelligent automation services** targeting
mid-market enterprises (500--5,000 employees) seeking to eliminate
operational friction and unlock 280--320% ROI within 18 months.

**The Core Value Proposition**: We provide a unified stack where the PSA
platform becomes the operating system for workflow automation,
combining:

-   **AIISTECH Org** -- AI-powered PSA platform (project management,
    > time tracking, billing, resource planning, real-time analytics)

-   **Intelligent Automation Services** -- RPA and agentic AI
    > implementation, managed services, and strategic advisory

-   **Recurring Revenue Model** -- Managed services (RaaS) generating
    > 50%+ recurring revenue by Year 5

**Market Opportunity: Why Now?**

**Market Size & Growth**

-   **RPA Market**: \$35.3B (2026) → \$100B+ (2030); **24.2% CAGR**

-   **PSA Market**: \$8.5B (2026) → \$15.8B (2030); **16.8% CAGR**

-   **Addressable Mid-Market TAM**: \$3.5B (2026) → \$8.4B (2030); **24%
    > CAGR**

**Key Inflection Points**

1.  **2026**: Agentic AI transforms RPA from task-based to
    > orchestration-based; service firms desperate for cost control

2.  **2027--2028**: 30--40% of RPA projects fail → high-margin
    > remediation opportunities

3.  **2029--2030**: Market consolidation; 95% of enterprises have
    > automation programs; shift to optimization and outsourced CoE
    > models

**Vertical Adoption Leaders**

-   **BFSI**: 36.5% of RPA market (KYC, AML, claims processing)

-   **Manufacturing**: 35% (quality control, supply chain, compliance)

-   **Healthcare**: 10% but fastest growth (+18% YoY) -- claims
    > processing, prior authorization, patient intake

-   **Professional Services**: 12% highest willingness to pay
    > (time/billing automation)

**Competitive Positioning: We Are NOT a Platform Vendor**

**The Gap We Fill**

Large RPA vendors (UiPath 35.8%, Microsoft Power Automate 18.4%,
Automation Anywhere 14.9%) focus on bot-building. We uniquely position
as the **\"Intelligent Automation Partner\"** that:

1.  **Recommends best-fit RPA platforms** (UiPath, Automation Anywhere,
    > Microsoft)

2.  **Deploys PSA as the operational spine** for coordinating,
    > monitoring, and scaling automation

3.  **Layers agentic AI and document processing** atop legacy RPA
    > installations

4.  **Provides managed services** creating 12--18 month competitive moat

**Our Defensible Advantages**

-   **Vertical specialization** -- Domain expertise in healthcare,
    > manufacturing, BFSI vs. generalists

-   **Speed & cost** -- 60--90 day implementations at \$75K--\$200K vs.
    > Deloitte/Accenture\'s 6--12 months/\$500K--\$2M

-   **Outcome-based pricing** -- Align incentives; take 20--30% of
    > documented savings over 24 months

-   **Recurring revenue foundation** -- 50% of revenue recurring by Year
    > 5 = predictable annuity

-   **AI-forward positioning** -- Bridge legacy RPA to intelligent
    > automation creates 12--18 month moat

**Integrated Solution Architecture**

**Layer 1: PSA Platform (AIISTECH Org)**

-   Project & task management

-   Time tracking & billable hours

-   Client billing & invoicing

-   Resource allocation optimization

-   Real-time profitability analytics

-   AI automation modules (predictive resource allocation, automated
    > billing)

**Layer 2: Automation Services**

-   RPA implementation (UiPath, Automation Anywhere, Microsoft)

-   Agentic AI for document processing & decision-making

-   Process orchestration & workflow optimization

-   Center of Excellence (CoE) setup & governance

**Layer 3: Managed Services (RaaS + Advisory)**

-   24/7 bot monitoring, maintenance, optimization

-   AI model fine-tuning & continuous improvement

-   Strategic advisory & automation roadmapping

-   Recurring revenue annuity: \$5K--\$50K/month per client

**Service Offerings & Revenue Model**

**1. PSA SaaS (AIISTECH Org)**

  Tier               Target                             Core Features                                   Monthly Price      Annual ARR/100 Customers
  ------------------ ---------------------------------- ----------------------------------------------- ------------------ --------------------------
  **Starter**        Freelancers, small teams (1--20)   Projects, time tracking, reports                \$99--\$199        \$1.2M--\$2.4M
  **Professional**   Midsize firms (20--150)            Advanced automation, client portal, analytics   \$399--\$699       \$4.8M--\$8.4M
  **Enterprise**     Large service orgs (150+)          Custom workflows, integrations, AI modules      \$1,499--\$3,999   \$18M--\$48M

**Additional Revenue**:

-   AI automation modules: \$500--\$2,000/month

-   API usage: \$0.10--\$1.00 per call

-   Custom integrations: \$5K--\$50K

-   Professional onboarding: \$2K--\$10K per client

**2. RPA & Automation Implementation Services**

  Phase                      Description                                              Typical Fee      Duration       Success Criteria
  -------------------------- -------------------------------------------------------- ---------------- -------------- --------------------------------
  **Discovery**              Identify 10--20 automation candidates                    \$20K--\$50K     4--8 weeks     70%+ automation rate threshold
  **Pilot**                  Deploy 3--5 quick-win bots (invoicing, reconciliation)   \$30K--\$80K     6--12 weeks    Proof of concept validation
  **Production**             Full rollout, testing, integration, training             \$100K--\$300K   8--16 weeks    5--15 processes automated
  **Center of Excellence**   Governance, reusable components, monitoring              \$150K--\$500K   12--24 weeks   Sustainable operating model

**Pricing Approaches**:

-   **Fixed-Price (Productized)**: \$45K--\$200K -- AP automation,
    > healthcare claims

-   **Per-Process Subscription**: \$3K--\$10K/month -- Recurring,
    > outcome-based

-   **Shared Savings**: 20--30% of documented savings for 24 months --
    > Zero upfront risk to client

**3. Managed Services / RPA-as-a-Service (RaaS)**

  Tier         Coverage            Monthly Price   Includes                                                  Customer Segment
  ------------ ------------------- --------------- --------------------------------------------------------- -----------------------
  **Bronze**   Bot monitoring      \$2K--\$5K      24/7 uptime, error alerts, monthly reports                Proof of value
  **Silver**   Active management   \$8K--\$15K     Bronze + maintenance, optimization, scaling               Growing (10--25 bots)
  **Gold**     Full lifecycle      \$20K--\$50K    Silver + continuous improvement, dedicated account mgmt   Strategic (25+ bots)

**Key Metrics**:

-   Gross margin: 75--80%

-   Annual churn: \~24% (2% monthly)

-   Expansion revenue: 15--25% per customer annually

**4. Consulting & Strategic Advisory**

-   **Automation Readiness Assessments**: \$10K--\$25K

-   **Vendor Selection Support**: \$15K--\$40K

-   **AIRPA Convergence Strategy** (AI + RPA hybrid): \$25K--\$80K

-   **CoE Operating Model Design**: \$20K--\$60K

**Go-to-Market Strategy**

**Target Market Segments**

**Primary: Mid-Market Enterprises (500--5,000 employees)**

-   Annual revenue: \$100M--\$500M

-   Automation budget: \$100K--\$500K/year

-   Ideal industries: Healthcare provider networks, regional banks,
    > specialty manufacturing, insurance carriers, IT services

-   Sales cycle: 45--90 days

-   Annual contract value: \$150K--\$350K (Year 1)

-   Entry point: Pilot (\$25K--\$50K) → Implementation (\$100K--\$200K)
    > → Managed services (\$10K--\$20K/month)

**Secondary: SMB (50--500 employees)**

-   Annual revenue: \$10M--\$100M

-   Automation budget: \$25K--\$100K/year

-   Sales cycle: 30--45 days

-   ACV: \$75K--\$175K (Year 1)

-   Channel: MSPs, accounting associations, industry consultants

**Tertiary: Enterprise (5,000+ employees)**

-   Realistic: 1--2 large deals/year (\$500K--\$2M each)

-   Approach: Vertical specialization, not competing on scale

**Acquisition Channels**

  Channel                     Effort          Time to Customer   Typical CAC    Use Case
  --------------------------- --------------- ------------------ -------------- ------------------------------------------------------------
  **Direct Outbound (ABM)**   High            60--90 days        \$25K--\$50K   Primary; 50--100 target accounts per vertical
  **Vendor Referrals**        Medium          30--60 days        \$10K--\$20K   UiPath, Automation Anywhere partner networks
  **Channel Partnerships**    Medium          45--120 days       \$15K--\$35K   MSPs, consulting firms, accounting associations
  **Content & Inbound**       Low initially   90--180 days       \$5K--\$15K    Webinars, whitepapers, SEO, thought leadership
  **Industry Events**         Medium          30--90 days        \$8K--\$15K    HIMSS (healthcare), BAFT (BFSI), manufacturing conferences
  **Referrals**               Very low        Varies             \$2K--\$5K     Client advocacy → new deals

**Pilot-to-Partnership Sales Model**

**Phase 1: Discovery Call (Week 1--2)** → 40--50% conversion\
**Phase 2: Readiness Assessment (Week 3--6)** → \$2,500 workshop fee →
60--70% conversion\
**Phase 3: PoC Pilot (Week 7--20)** → \$25K--\$50K → 80%+ conversion\
**Phase 4: Full Implementation (Week 21--36)** → \$100K--\$300K → 90%+
conversion\
**Phase 5: Managed Services (Ongoing)** → \$10K--\$50K/month → 24--36
month contracts

**CAC Payback**: 4--7 months through pilot fees, implementation margins,
and early managed services

**Financial Model: 5-Year Projections**

**Revenue Trajectory**

  Year       Total Revenue      Recurring %   Notes
  ---------- ------------------ ------------- ---------------------------------------------------------
  **2026**   \$425K--\$500K     21%           Pilot year; emphasis on PSA MVP + early implementations
  **2027**   \$1.0M--\$1.175M   38%           Crosses 30%+ threshold; scaling managed services
  **2028**   \$2.0M--\$2.15M    43%           Approaching 50%; vertical expansion
  **2029**   \$3.2M--\$3.55M    42%           Mature mix; stable churn drives recurring
  **2030**   \$4.8M--\$5.0M     50%           Threshold achieved; \$2.5M recurring baseline

**Profitability & Margin Expansion**

  Year       Revenue    Gross Margin %   EBITDA    EBITDA Margin %
  ---------- ---------- ---------------- --------- -----------------
  **2026**   \$425K     62%              -\$25K    -5.9%
  **2027**   \$1.175M   68%              \$225K    19.1%
  **2028**   \$2.15M    71%              \$600K    27.9%
  **2029**   \$3.55M    73%              \$1.15M   32.4%
  **2030**   \$5.0M     74%              \$1.6M    32.0%

**Gross Margin by Service**:

-   PSA SaaS: 85--90%

-   RPA Implementation: 55--60% (Year 1) → 65--70% (Year 3, via
    > productization)

-   Managed Services: 75--80%

-   Advisory: 70--75%

**Break-Even Analysis**

-   **Operating Break-Even**: **Month 18 (Q3 2027)**

-   **Cash Break-Even**: **Month 14--16 (Q2 2027)**

-   Year 1 Net Loss: -\$25K; by Month 18, cumulative cash-positive on
    > operations

**Unit Economics**

  Metric                             Value            Notes
  ---------------------------------- ---------------- ---------------------------------------------------------------
  **CAC**                            \$25K--\$50K     Sales time, pilot subsidies, demo environments
  **Average Contract Value (ACV)**   \$150K--\$250K   Implementation + Year 1 managed services
  **CAC Payback Period**             4--7 months      Combination of pilot revenue, implementation margin, early MS
  **5-Year Customer LTV**            \$750K--\$1.2M   Blended implementation + 5 years managed services
  **LTV/CAC Ratio**                  15--24x          Exceptional; well above 3--5x SaaS threshold

**Organizational Structure & Growth Plan**

**Year 1 Team (2026): 3--4 FTE**

-   Founder/CEO (0.5--1.0 FTE)

-   Lead Delivery Consultant (1.0 FTE)

-   Junior Delivery Consultant (1.0 FTE)

-   Sales/BD (0.5 FTE)

-   Operations/Admin (0.3 FTE contractor)

**Year 2--3 Expansion: 15 FTE by End of 2028**

-   Full-time sales + customer success lead (Q1 2027)

-   2 additional delivery consultants (Q2 2027)

-   PSA product manager + engineer (Q3 2027)

-   Finance + HR contractor (Q4 2027)

-   2 specialist consultants (agentic AI, document processing) (H1 2028)

-   Vertical market leads (healthcare, manufacturing) (H2 2028)

**Startup Capital & Funding Strategy**

**Initial Investment: \$100K--\$150K**

  Category                                 Cost           Notes
  ---------------------------------------- -------------- ------------------------------------------------------
  **Platform training & certifications**   \$10K--\$15K   UiPath, Automation Anywhere for 2--3 team members
  **Software tools & licenses**            \$15K--\$25K   Development licenses, process mining, orchestration
  **Marketing & sales collateral**         \$20K--\$40K   Website, case studies, ABM, demo environment
  **Professional services**                \$15K--\$30K   Legal, EO/D&O insurance (\$2M--\$5M), accounting
  **Office & equipment**                   \$10K--\$15K   Laptops, software subscriptions, collaboration tools
  **Operating capital buffer**             \$15K--\$40K   6 months runway before first revenue

**Funding Timeline**

-   **Year 1**: Self-funded (\$100K--\$150K initial +
    > pilot/implementation revenue)

-   **Optional Series A (Year 2)**: \$500K--\$1M at \$3M--\$5M
    > post-money valuation (if pursuing aggressive scaling)

-   **Profitability path**: No venture capital required for survival;
    > organic path to positive cash flow by Month 6--8

**Key Success Metrics & Tracking**

**Monthly/Quarterly KPIs**

  KPI                                         Year 1 Target      Year 3 Target        Owner
  ------------------------------------------- ------------------ -------------------- ------------
  **Monthly Revenue**                         \$35K--\$42K avg   \$180K--\$210K avg   CEO/CFO
  **Recurring Revenue %**                     21%                43%                  VP Sales
  **Sales Cycle Length**                      45--60 days        45--60 days          VP Sales
  **Win Rate**                                30--40%            35--45%              VP Sales
  **Average Contract Value**                  \$150K--\$200K     \$200K--\$250K       VP Sales
  **CAC**                                     \$25K--\$50K       \$30K--\$45K         VP Sales
  **CAC Payback Period**                      4--7 months        3--5 months          CFO
  **Gross Margin**                            62%                71%                  CFO
  **Customer Retention (Managed Services)**   90% annual         92% annual           VP CS
  **Managed Services Churn**                  2% monthly         1.5% monthly         VP CS
  **PSA Customer Count**                      50--100            400--500             VP Product
  **Managed Services Customers**              3--5               30--40               VP CS

**Risk Analysis & Mitigation**

  Risk                                                 Probability    Impact         Mitigation
  ---------------------------------------------------- -------------- -------------- ----------------------------------------------------------------------------------------------------------------------------------------------
  **Implementation Failure** (30--40% industry rate)   Medium--High   High           Rigorous 7-point process selection; 30--60 day pilots with 70%+ automation threshold; 15--20% annual maintenance reserves
  **Commoditization & Price Pressure**                 High           Medium--High   Vertical specialization in healthcare/manufacturing/BFSI; outcome-based pricing; 12--18 month competitive moat via AI layering
  **Talent Shortage & Retention**                      High           High           Nearshore partnerships (40--50% cost savings); internal training; equity compensation; vendor ecosystem access
  **Technology Obsolescence**                          Medium         Medium         Platform agnosticism (multi-vendor expertise); continuous learning (10--15% revenue invested); managed services revenue cushion
  **Sales Cycle / Market Adoption Delays**             Medium         Medium         Productized offerings (AP automation \$45K, healthcare claims \$75K); pilot-to-partnership model de-risks client spend; channel partnerships
  **PSA Product-Market Fit**                           Medium         Medium--High   MVP launch Q1 2026 with limited features; weekly user feedback; rapid pivot capability; advisory revenue while developing product
  **Economic Downturn**                                Low--Medium    Medium         RPA is cost-transformation; outcome-based pricing; recurring services base (\$2.5M+ by Year 5) provides stability

**18-Month Implementation Roadmap**

**Phase 1: Months 1--3 (Foundation)**

-   ✓ Founder platform certifications (UiPath, Automation Anywhere)

-   ✓ Business formation, EO/D&O insurance, contracts

-   ✓ PSA MVP design (Bubble prototype with 5--6 core screens)

-   ✓ Website launch, LinkedIn optimization, 5--8 demo bots

-   ✓ Warm network outreach to 50 target accounts; vendor referrals
    > initiated

**Success Metrics**: 2--3 certifications, 5--10 discovery calls booked,
2--3 pilot leads

**Phase 2: Months 4--6 (Pilot Execution & Early Clients)**

-   ✓ 2--3 full pilot projects (\$25K--\$50K each)

-   ✓ PSA MVP launch to 20--30 beta customers

-   ✓ Managed services (Bronze/Silver tiers) live

-   ✓ 1--2 full mid-market implementations (\$100K+)

-   ✓ Hire junior consultant + part-time sales

**Success Metrics**: \$60K--\$105K pilot revenue, 20--30 PSA sign-ups,
3--5 managed services customers, 4 core FTE

**Phase 3: Months 7--12 (Scaling & Productization)**

-   ✓ Reusable component libraries (healthcare claims, manufacturing QC)

-   ✓ PSA feature expansion (analytics, resource planning AI,
    > CRM/Stripe/Xero integrations)

-   ✓ Vertical positioning launch (e.g., \"Healthcare Revenue Cycle
    > Automation Specialists\")

-   ✓ AI capability addition (document processing partnerships)

-   ✓ 2--3 channel partnerships with MSPs/consultants

-   ✓ Hire full-time sales + 2nd delivery consultant

**Success Metrics**: 50--100 paid PSA customers, \$250K--\$350K Q2--Q3
revenue, 6--7 FTE

**Phase 4: Months 13--18 (Operational Maturity & Series A Readiness)**

-   ✓ Documented delivery methodology & playbooks

-   ✓ 3--5 reference customers per vertical

-   ✓ PSA international roadmap (multi-currency, GDPR)

-   ✓ 35--45% recurring revenue

-   ✓ VP Sales, VP Product (PSA), VP Operations hired or on offer

-   ✓ Advisory board of 2--3 industry veterans formed

-   ✓ Series A pitch deck, financial model, cap table ready

**Success Metrics**: \$1M+ ARR run rate, \\\$425K--\\\$500K Year 1
close, \\\$200K+ cash on hand, leadership team in place

**Why AIISTECH Wins**

**1. Timing is Perfect**

-   Agentic AI inflection (2026--2027) creates demand for intelligent
    > automation beyond task bots

-   30--40% of existing RPA projects fail → high-margin remediation
    > opportunities

-   Mid-market enterprises desperate for cost control post-inflation

**2. Defensible Positioning**

-   NOT competing with UiPath on platform; positioning as
    > orchestration + intelligence partner

-   Vertical specialization (healthcare, manufacturing, BFSI) beats
    > generalist consulting

-   Recurring revenue model (50% by Year 5) commands higher valuation
    > multiples

**3. Unit Economics are Exceptional**

-   CAC payback: 4--7 months

-   LTV/CAC ratio: 15--24x (vs. 3--5x SaaS threshold)

-   Gross margin: 62% expanding to 74% by Year 5

-   EBITDA positive by Month 18; \$1.6M+ profitability by Year 5

**4. Low Barrier to Entry**

-   \$100K--\$150K startup capital (no infrastructure, no inventory)

-   Self-funded path to profitability (no venture capital required)

-   Accelerated by platform partnerships and vendor ecosystems

**5. Scalable Delivery Model**

-   PSA platform is SaaS (100+ customers with minimal delivery cost)

-   RPA implementations use productized templates (40--50% faster
    > deployment)

-   Managed services provide annuity revenue with 75--80% gross margins

**Next Steps for Stakeholders**

**For Prospective Clients**

1.  **Initial Consultation**: 30-min discovery call (no fee) to
    > understand pain points and automation opportunity

2.  **Readiness Assessment**: 2--3 week workshop (\$2,500 refundable
    > fee) identifying top automation candidates and ROI model

3.  **Pilot Engagement**: 60--90 day proof-of-concept (\$25K--\$50K
    > fixed-price) deploying 3--5 quick-win bots

4.  **Full Implementation**: Rollout of 5--15 additional processes
    > (\$100K--\$300K)

5.  **Managed Services**: Ongoing optimization, monitoring, and
    > expansion (\$10K--\$50K/month)

**For Partners (MSPs, Consultants, Vendors)**

-   **Referral relationships**: Co-market to mid-market accounts;
    > revenue-sharing arrangements

-   **White-label opportunities**: Embed AIISTECH PSA platform or
    > automation services under partner brand

-   **Co-delivery partnerships**: Nearshore delivery model for large
    > implementations

**For Investors**

-   **Self-funded to profitability**: Positive cash flow by Month 6--8;
    > break-even Month 18

-   **Optional Series A (Year 2)**: \$500K--\$1M at \$3M--\$5M
    > post-money; accelerate hiring, geographic expansion, PSA
    > development

-   **Clear path to scale**: \$5M revenue by Year 5; 32%+ EBITDA
    > margins; recurring revenue foundation

**Closing Statement**

AIISTECH is uniquely positioned at the intersection of two explosive
market trends: AI-driven process automation (\$100B+ market by 2030) and
professional services operations optimization (\$16B+ PSA market). By
combining platform software with high-margin services and recurring
revenue models, **we deliver predictable 280--320% ROI to mid-market
clients within 18 months while building a defensible, scalable business
with 15--24x LTV/CAC unit economics.**

Our differentiation is vertical specialization, outcome-based pricing,
and a 12--18 month competitive moat through managed services---not
competing on technology commoditization but on operational
transformation and customer success.

**The time to act is now. Market tailwinds are strong. Execution begins
January 2026.**
