One Studio.
Nine AI Companies.
$300B+ Combined TAM.

Braintied is building the future of AI-native software.We build AI so you can be human.

What is Braintied?

An AI studio that builds and ownsvertical AI products

We don't just build products. We build businesses. Each company in our portfolio targets an underserved industry with purpose-built AI that solves real problems.

AI-Native

Built from ground up with AI at the core, not bolted on as an afterthought

Shared Infrastructure

Common AI stack reduces costs by 60% and accelerates development

Rapid Deployment

Idea to market in weeks, not months. 9 products shipped and counting

Vertical Focus

Deep domain expertise in underserved industries, not generic horizontal tools

Shared Tech Stack

All 9 products run on the same AI infrastructure: Claude for reasoning, ElevenLabs for voice, Supabase for data. One improvement benefits all products.

  • 60% lower engineering costs vs building separately
  • Voice AI patterns from Mise power Krue and Parlor
  • Relationship intelligence shared across Yuno, Sentigen, Blurr

Cross-Portfolio Network Effects

Each product generates data and learnings that make every other product better. The portfolio compounds, not just adds.

  • Parlor websites can upsell Sentigen for operations
  • Soon networking feeds qualified leads to all B2B products
  • AI training data from 9 verticals creates moat
“We're giving back what software took. Your time. Your attention. Your presence.”

— Braintied Manifesto

The Portfolio

Nine companies. One vision.

Ranked by revenue potential. Click any card to explore.

70%+
Avg. Gross Margin
5
Live Products
60%
Infra Cost Savings
9
Industries Covered

Market Opportunity

Massive markets. Perfect timing.

$0B+

Combined Total Addressable Market

Parlor
$200B+
SMB website/marketing
Kulti
$621B
Developer tools (2032)
Yuno
$350B
Social + Events + Productivity
Sentigen
$50B+
CRM + Sales Intelligence
Oncore
$32B
Live music content
Blurr
$25B
Dating (2032)
Mise
$12B+
Restaurant tech
Soon
$11B+
Professional networking
Krue
$1.6T
Construction industry

Why Now?

Four converging forces make this the perfect moment to build AI-native vertical products. The technology is finally ready, and the markets are desperate for solutions.

Reasoning Models

Claude and Gemini enable true understanding, not just pattern matching

Voice AI Maturity

ElevenLabs and Hume make natural voice interaction production-ready

API Proliferation

Every major platform now has APIs, enabling deep integrations

Remote Work

Distributed teams created fragmented tool stacks needing unification

Go-to-Market

Q1 2026: Aggressive rollout

With beta testers active across all products, we're positioned for an aggressive Q1 launch across the portfolio.

Q1 2026 Timeline

1

January

Production Push

Sentigen, Parlor, Yuno aggressive user acquisition

2

February

Toast Launch

Mise partnership goes live with Toast ecosystem

3

March

Trade Expansion

Krue expands to additional trade verticals

Q2 2026 Targets

1,000+
Paid users across portfolio
$50K
Monthly Recurring Revenue
1
Enterprise contract signed

Distribution Channels

Product-Led Growth

Freemium models with natural upgrade paths

Parlor, Yuno, Kulti

Platform Partnerships

Ecosystem integrations for direct distribution

Mise (Toast), Soon (Enterprise)

Viral / Word-of-Mouth

Built-in sharing and referral mechanics

Oncore, Blurr, Krue

Revenue Projections

Path to $53M ARR

Ranked by Year 2 revenue potential. Conservative projections based on current pricing and realistic user acquisition.

Year 1 (2026)
$570K
Monthly Recurring Revenue
$6.8M ARR
Year 2 (2027)
$4.4M
Monthly Recurring Revenue
$53M ARR
Growth Rate
7.7x
Year-over-Year
Portfolio Effect
$99-199/mo
Year 1 MRR
$100K
1,000 users
Year 2 MRR
$1M
10,000 users
$9.99/mo
Year 1 MRR
$100K
10,000 users
Year 2 MRR
$1M
100,000 users
$29-99/mo
Year 1 MRR
$80K
2,000 contractors
Year 2 MRR
$600K
15,000 contractors
$29-200/mo
Year 1 MRR
$60K
3,000 sites
Year 2 MRR
$400K
20,000 sites
$99-299/mo
Year 1 MRR
$75K
500 teams
Year 2 MRR
$375K
2,500 teams
$49-299/mo
Year 1 MRR
$50K
500 artists
Year 2 MRR
$300K
3,000 artists
$199/mo
Year 1 MRR
$40K
200 restaurants
Year 2 MRR
$300K
1,500 restaurants
$15-25/user
Year 1 MRR
$40K
50 orgs
Year 2 MRR
$250K
300 orgs
Credits
Year 1 MRR
$25K
5,000 devs
Year 2 MRR
$200K
50,000 devs
PORTFOLIO TOTAL
Year 1 MRR
$570K/mo
Year 2 MRR
$4.4M/mo

Key Assumptions

Blended Churn
5%
monthly
Avg. Gross Margin
70%+
blended
CAC Payback
3-6
months
LTV:CAC Target
10:1+
ratio

Breakout Scenario

These projections assume steady growth. But with 9 products, we only need one breakout to dramatically change the trajectory:

Yuno goes mainstream
$350B self-improvement market. At $9.99/mo, 1M users = $120M ARR. Viral potential is massive.
Krue hits trades
3.7M contractors. 1% penetration = 37K users = $2M+ MRR
Blurr goes viral
Dating burnout is real. 50K users × $150/mo avg = $90M ARR potential

The Raise

$2.5M - $5M Seed+

18-month runway to achieve product-market fit across the portfolio and position for Series A.

Use of Funds ($3.5M)

$3.5M
Midpoint
Sales & Marketing50%
$1.75M
Engineering25%
$875K
Infrastructure15%
$525K
Operations10%
$350K

Sales & Marketing

$1.75M

Product launches, paid acquisition, brand building, partnerships

Engineering

$875K

Shared infrastructure, AI/ML improvements, integrations

Infrastructure

$525K

AI compute (Claude, ElevenLabs), cloud scaling

Operations

$350K

Legal, finance, team operations

18-Month Milestones

Month 6
$100K MRR

2,000+ paid users across portfolio

Month 12
$350K MRR

Product-market fit validated, scaling

Month 18
$570K MRR

Series A ready at $6.8M ARR run rate

Valuation Framework

Pre-revenue, not pre-traction

We're honest about being pre-revenue. But 9 shipped products, 5 live in production, and active users across the portfolio demonstrate execution capability.

Target Valuation Range

Conservative
$15M
3x on $5M
Target
$25M
5-7x on $3.5M
Optimistic
$35M
7x on $5M

Pre-money valuation based on portfolio option value + infrastructure premium

Value Drivers

5 Live Products

Execution proof: shipped and operational

$15M

4 Beta Products

Validated concepts with active testers

$4M

Infrastructure Premium

Shared stack + proven velocity
+ portfolio optionality
$6-10M
Total Range$25-29M

Why This Makes Sense

Studio Model Premium

Studio models like Atomic.vc and Pioneer Square Labs command premium valuations for portfolio diversification and shared infrastructure leverage.

Execution Velocity

9 products shipped by a lean team demonstrates exceptional execution capability. This velocity is rare and valuable.

Option Value

Each product represents an option on a large market. 9 options with shared infrastructure creates asymmetric upside potential.

AI Category Premium

AI startups raising seed rounds at 10-20x on target ARR. Our conservative range leaves significant upside.

Potential Returns at Exit

Conservative
$100M
4x
Base Case
$250M
10x
Optimistic
$750M
30x
Home Run
$2B+
80x+

Based on $25M post-money valuation. With 9 products, even one breakout creates massive returns.

Ready to build the future
of AI-native software?

Nine companies redefining how we live and work.Be part of the studio building the AI era.

Schedule a Call
View detailed GTM Workbook
$2.5M-$5M
Raising
$25M
Target Pre-Money
18 mo
Runway
Angels
Lead Sought