Investor Information

Legible Marketing

AI + Human Agents for Revenue Growth

Omnichannel campaigns, CRM, real-time voice AI with coaching, predictive analytics, and human handoff — in one platform.

Our Mission

We democratize access to growth technology for small and medium businesses. Enterprise-grade tools are typically priced out of reach for SMBs; we are your full marketing and sales team—delivering the same outcomes at a fraction of the cost of hiring one.

The Full Growth Cycle for SMBs

Our stack lets SMBs access a complete growth team in one platform:

  • Online presence — AI website builder, CMS, multilingual content management, knowledge base auto-crawler
  • Acquisition — PPC/SEM and SEO (managed services) to position in market and attract leads
  • Nurture — Omnichannel sequences (voice, email, SMS, WhatsApp, chat), cross-channel memory, multi-touch lead nurturing
  • Convert — Qualify leads with AI, visual drag-and-drop pipeline, AI voice calls with warm transfer, real-time coaching, Google Calendar sync
  • Analyze — AI analytics chat, predictive revenue forecasting, smart alerts, conversion attribution, automated reports

Key advantages

  • No Results, No Pay guarantee — lower risk for SMBs
  • Multi-locale (EN/ES/PT) — serving Latin America, North America, Europe where SMBs have less access to enterprise tools
  • Full marketing and sales team at a fraction of the cost—one subscription replaces what would require multiple FTEs
  • Agency tier — agencies run the full cycle for many SMB clients in one platform
The Problem
  • SMBs are priced out of enterprise CRM, call centers, and agencies—yet need the same outcomes
  • Leads need multiple touches across channels; follow-ups are inconsistent
  • CRMs store data but don't run conversations or coach agents
  • Call centers are costly to scale; AI tools are single-channel or fragile
  • No tool connects prospecting, nurture, conversion, and analytics in one flow

Why now? Real-time voice AI with sub-second response times—faster than human reaction—and multi-channel orchestration are production-ready. AI coaching during live calls, predictive revenue forecasting, and emotional intelligence are no longer research projects. The market is ready for integrated AI+human growth platforms.

Our Solution

Legible Marketing is an AI Growth Platform that gives SMBs a complete growth team in one subscription: online presence, acquisition (PPC/SEO), nurture, and conversion. We are your full marketing and sales team at a fraction of the cost. AI agents + human agents, omnichannel campaigns, CRM with visual pipeline, predictive analytics with revenue forecasting, and real-time AI coaching—so teams can capture, nurture, qualify, and convert leads.

  • Realtime AI voice calls with warm transfer and live AI coaching for human agents
  • Voice, SMS, email, WhatsApp, chat in one inbox with cross-channel conversation memory
  • Visual drag-and-drop lead pipeline with first/last name personalization
  • Predictive revenue forecasting with confidence intervals and AI analytics chat
  • Inbound campaign manager with routing rules, knowledge base, and language policy
Platform Capabilities Flow to Clients
Every capability we build for the platform is delivered to clients through the client portal and APIs.
  • Their own tenant — provisioned, isolated, secure workspace with RBAC
  • Their campaigns — powered by our agent and campaign engine (outbound + inbound)
  • Their analytics — predictive forecasting, AI chat, smart alerts, and automated reports
  • Their CRM — visual pipeline, Google Calendar sync, first/last name personalization
  • Their compliance — DNC, consent, GDPR/LGPD enforced for their data
  • Their billing — subscriptions, usage, caps, invoices via Stripe
Product (in Production)
  • Realtime AI voice + call operations: sub-second responses, premium natural voice, warm transfer, AI coaching
  • Omnichannel: voice, SMS, email, WhatsApp, chat with cross-channel memory
  • CRM + Lead Sets + visual drag-and-drop pipeline + first/last name fields + Google Calendar sync
  • Inbound campaign manager: routing rules, schedules, knowledge base, language policy
  • Predictive analytics: revenue forecasting, AI analytics chat, smart alerts, conversion attribution
  • AI engines: emotional intelligence, voice cloning, knowledge base crawler, predictive lead scoring, natural language scheduling
  • Client portal: campaigns, inbox, analytics, calendar, billing
  • Enterprise: SSO, audit logs, DNC, GDPR/LGPD, CRM integrations (Salesforce, HubSpot)
Market Opportunity

TAM: Global spend pools for CRM, customer engagement, and conversational AI are large and growing—verify independently for your models (see data room for sources).

SAM: Serviceable slice: agencies, SMB revenue teams, and contact-center–adjacent operators that need integrated AI + human workflows—not a certified Legible-specific SAM.

SOM: Initial beachhead (EN/ES/PT): agencies, service businesses, and SMBs underserved by enterprise stacks

Business Model
  • SaaS subscriptions: Starter / Professional / Enterprise / Agency
  • Usage-based: voice minutes, AI usage, overages
  • Add-ons: numbers, mailboxes, voice cloning, managed PPC/SEO services
  • Enterprise: SSO, white-label, PBX integration, dedicated support
Competitive Landscape
AlternativeLimitation
CRMs (HubSpot, Salesforce)Store data; don't execute voice/SMS/email sequences or coach agents
Single-channel AINo omnichannel memory, coaching, forecasting, or human handoff
Legible MarketingRealtime voice + AI coaching + omnichannel + CRM + pipeline + forecasting + memory + human handoff in one platform
Team

Juan Camilo Perez Toro

Founder

Sole founder and developer. Designed and built Legible Marketing from the ground up—realtime voice AI, AI coaching engine, omnichannel orchestration, CRM, predictive analytics, billing, and compliance. Full-stack technical founder; codebase scale ~2,400 TypeScript/TSX files and ~515k lines (indicative, measured for diligence transparency).

Traction
  • Pre-revenue — Product-first, early stage
  • Product in production — ~2,400 TypeScript/TSX files and ~515k lines of application code (indicative scale); multiple production AI systems (see capability brief)
  • Live demo available — Voice calls with coaching, transfers, recordings, omnichannel inbox, visual pipeline, forecast dashboards
  • Multi-locale — Product and content in English, Spanish, Portuguese
  • Enterprise-ready — SSO, audit logs, DNC, GDPR/LGPD workflows, CRM integrations
US entity & intellectual property (two-step close)
We intend to form a US C-Corporation as the investment vehicle (state selection with US counsel). We are aligning with the same lead investor for both wires: a first tranche (~$50K, illustrative) that is part of the overall $400K–$600K pre-seed—not capital on top of it—to unlock incorporation, legal, founder IP assignment into the company, and banking readiness; then the remainder of the round funds product, GTM, and runway per the allocation below.

First tranche (target ~$50K — illustrative, counsel-finalized)

  • US C-Corporation formation, registered agent, and baseline corporate governance documents
  • US startup legal: founder equity, equity incentive pool framing, and instrument alignment with the main raise
  • Founder IP assignment into the company: software, documentation, and related know-how (post-incorporation execution)
  • Open-source / third-party dependency license compliance review (hygiene, attribution, policy)
  • Trademark screening and initial filing budget for core brand assets (priority regions per counsel)
  • EIN and corporate banking pathway; professional fees and filing costs buffer

Second tranche (remainder of the round — same investor)

  • The balance after the first wire (~$350K–$550K illustrative if total is $400K–$600K and first is ~$50K), into the same US operating company once formation and account path are in motion
  • Definitive documents and operating account readiness; funds product, sales/GTM, and runway per the allocation below

IP strategy — patents and everything else

  • Copyright & authorship: the codebase and product assets are authored by the founder; standard practice is a written assignment of those works to the US company upon formation (investors expect this in diligence).
  • Trade secrets: integration architecture, proprietary workflows, and operational methods we do not publish—protected by access controls and appropriate agreements as we scale the team.
  • Third-party code: we build with industry-standard stacks and OSS libraries under their licenses; we maintain dependency hygiene so our proprietary layer stays clearly ours.
  • Trademarks: we plan to secure core marks for “Legible Marketing” and related branding where we sell—before scaling paid acquisition.
  • Patents: not a gate for this pre-seed category; software patents are expensive and outcome-sensitive. We focus diligence on product reality and trade-secret execution; we can revisit filings with counsel if a discrete, defensible invention emerges.

Illustrative two-step structure for discussion only. Amounts, instruments, timing, and securities law compliance require qualified counsel—not advice on this page.

Fundraising overview (indicative)

Seeking: $400K–$600K pre-seed

Equity: ~8–10% (indicative — counsel-finalized)

Valuation range (indicative): $4M–$8M post-money

Runway target: 12–18 months to milestones

Allocation:

  • 50% Product — Inbound campaigns, voice scale, knowledge base, reliability
  • 35% Sales & GTM — Outbound, partnerships, pipeline
  • 15% Operations — Founder compensation ($100K over 18 months), compliance, support, infrastructure

What investors receive

What investors receive (indicative): ~8–10% equity; pro-rata participation on future rounds where offered; information rights and diligence access. Early-stage returns are uncertain—illustrative exit math belongs in the data room under counsel-approved disclaimers, not as a promise.

Indicative terms for discussion only. Final raise amount, instrument, post-money valuation, and dilution must reconcile in the cap table and definitive documents (e.g. ~10% implies ~$5M post for a ~$500K raise—adjust range or % so terms stay internally consistent).

What this round answers (diligence map)
Below is what we address on this page and in the written business plan; deeper materials sit in the data room under NDA. Structure and timing are illustrative until counsel finalizes documents.
  • The ask — $400K–$600K pre-seed total; same lead investor for ~$50K first wire + remainder; indicative ~8–10% equity and post-money range on the Fundraising card (must reconcile in the cap table).
  • Use of funds — After formation: ~50% product, ~35% sales & GTM, ~15% operations (founder compensation, infra, compliance); first tranche earmarked for US entity, legal, IP into company, OSS pass, trademark budget, bank path.
  • Milestones — 12–18 month runway to first meaningful ARR, agency/partner repeatability, voice and AI cost discipline, reliability.
  • Entity & cross-border — US C-Corp as investment vehicle; USD-denominated instruments and wires are typical—specific jurisdiction, FX, and bank KYC follow counsel and the institution.
  • Instrument & governance — SAFE vs priced seed, information rights, and pro-rata language: private placement materials and definitive agreements only (not public marketing).
  • IP — Founder assignment, trade secrets, OSS compliance, trademarks; software patents not gating at this stage.
  • Risks — Vendor dependency, security, regulation (consent, DNC, privacy), execution surface—see business plan risk section.
  • Data room — Financial model, cap table, detailed budget, contracts, technical architecture appendix, counsel-approved scenario math.
The Ask
Request a meeting or demo
Download Materials

Written business plan

Confidential investor overview for the web. Deep technical and financial materials are shared under NDA.

Contact

info@legiblemarketing.com

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Confidential. For qualified investors only. Not an offer to sell securities.

© 2026 Legible Marketing. Confidential. For qualified investors only. Not an offer to sell securities.

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