Legible Marketing — Confidential investor overview

Confidential — qualified investors only. This document is not an offer to sell or a solicitation to buy any security. Any investment would be made only under definitive agreements and applicable law.

At a glance

• Company: Legible Marketing — integrated B2B platform for AI-assisted revenue, marketing, and customer engagement.
• Customers: Small and mid-sized businesses and agencies that need enterprise-style growth tooling without stitching together a dozen point products.
• Languages: Product and materials are available in English, Spanish, and Portuguese.
• Contact: info@legiblemarketing.com

Contents

• Executive summary
• Company overview
• Market opportunity
• Platform and capabilities
• Business model
• Go-to-market
• Technology and operations
• Competition
• Organization and milestones
• Financial overview
• Round structure (illustrative)
• Risk factors
• Investment process
• Materials available under NDA

Executive summary

Legible Marketing is a multi-tenant B2B platform built as a single operating system for growth teams: CRM and pipeline, omnichannel campaigns (voice, SMS, email, web chat, WhatsApp, and Meta messaging where connected), usage-metered billing, client and agency portals, and a contact-center layer—agents and supervisors, inbound queues, a browser-based softphone, outbound dialing tied to CRM context, warm transfer and conferencing, and automated campaign calling alongside AI voice options.

The product also includes commerce and catalog-to-social workflows, a Social Growth Engine for planning and content support, website building, SEO and paid search tooling linked to Google (Ads, Analytics, Search Console, Trends), and recurring professional services (e.g. managed website, PPC, SEO) sold alongside core subscriptions.

The platform is in production, with a modern web application, relational database, background processing, and integrations with major providers (payments, telephony, email, voice AI, LLMs, messaging, and social platforms). Quantitative financials, cap table, and contracts are shared only in a data room under NDA—not reproduced in this overview.

Company overview

Mission

Give SMBs and agencies enterprise-grade growth infrastructure in one subscription: presence, acquisition, nurture, conversion, and analytics—without forcing buyers to assemble a patchwork of disconnected tools.

Legal entity and governance

Corporate structure, jurisdiction, formation details, and cap table are disclosed under NDA in the data room. Nothing on this page is legal or tax advice.

Product maturity

Legible is shipping software, not a slide-deck concept: multi-tenant isolation, role-based access, subscription and usage models integrated with billing, telephony and messaging orchestration, campaign execution on background workers, conversational experiences with AI assistance, client portals with tier-appropriate navigation, contact-center features for agents and supervisors, website and acquisition surfaces, and social and catalog flows. Depth and boundaries of each area are summarized for diligence in materials provided under NDA.

Market opportunity

Customer pain

• SMBs are priced out of enterprise CRM, contact center suites, and full-service agencies but still need repeatable pipeline and consistent follow-up.
• Channel fragmentation hurts conversion when voice, SMS, email, chat, WhatsApp, Meta messaging, and social surfaces do not share one context and one orchestration layer.
• Traditional CRMs often log activity but do not run coordinated campaigns, operate queues and coaching, or meter telephony and AI spend against plan limits in one product.
• Compliance (consent, DNC, regional privacy) must be built into the product, not managed in spreadsheets.

Why now

• Real-time voice AI and LLM-backed workflows are viable for customer-facing use when combined with monitoring, cost controls, and human handoff.
• Buyers expect transparent usage, self-serve portals, and predictable limits—aligned with how Legible structures billing and entitlements.

Market sizing

Public TAM figures for CRM, customer engagement, and conversational AI vary widely by definition. Legible does not treat any single third-party number as a proprietary fact. SAM/SOM and segment economics are maintained internally and in the data room.

Platform and capabilities

Customer engagement and contact center

• Agents and supervisors with tier-appropriate portal access, live inbound queues, and permissions.
• Browser softphone (WebRTC) with presence, wrap-up, warm transfer, and conferencing.
• Outbound dialing from CRM context, plus automated outbound driven by campaign workers and lead lists (including external lead feeds where configured).
• AI voice agents alongside human agents; call recording and operational reporting tied to CRM and campaigns.

CRM and revenue workflow

• Leads, companies, deals, activities, lead sets, consent and DNC handling, and pipeline views aligned to how SMBs actually sell.

Campaigns and omnichannel execution

• Multi-touch campaigns across voice, SMS, and email, coordinated with messaging and social channels when integrations are active.
• Unified inbox and conversation threading with AI-assisted drafts, summaries, and routing.

Marketing, websites, and demand generation

• AI-assisted website builder with versioned drafts and tenant-scoped public sites.
• SEO and PPC / Google Ads surfaces plus Analytics and Search Console integrations; managed services for website, PPC, and SEO packaged as recurring offerings where sold.

Commerce and social

• Catalog ingestion, listings, and social publishing workflows for omnichannel and social commerce use cases.

Social Growth Engine

• Signal-driven workflows for operators and agencies: competitor and feed inputs, trends, planner-style runs, and AI-assisted angles and creative support—grounded in shipped admin and data models (details under NDA).

AI, voice, and insights

• LLM usage across sales and operations features with tenant- and plan-aware limits.
• Voice AI (including ElevenLabs-class integrations), analytics, observability, and predictive lead scoring where enabled by tier.

Trust, billing, and enterprise patterns

• Stripe-linked subscriptions, usage, overages, and add-ons; SSO, audit logs, retention and consent constructs, and compliance-oriented flows suitable for disciplined buyers.

Business model

• Recurring SaaS — tiered plans (e.g. starter through enterprise/agency) with feature and usage envelopes.
• Metered usage — voice, AI, messaging, and related dimensions with caps and overages as configured.
• Add-ons — phone numbers, mailboxes, voice and AI budget packs, and similar catalog items.
• Managed services — ongoing website, PPC/SEM, SEO, and similar lines, billed as services where offered.
• Enterprise — SSO, auditability, integrations, and custom commercial terms where negotiated.

Unit economics (gross margin, CAC, LTV, payback) are modeled in the data room and reviewed with advisors—not reproduced here until approved for external use.

Go-to-market

• Positioning: “AI growth operating system for SMBs and agencies”—lead with measurable outcomes (pipeline velocity, speed-to-lead, coachable teams), not undifferentiated feature lists.
• Channels: Founder-led enterprise conversations; partner-led motion with agencies, BPOs, and resellers; product-led trials where operationally appropriate.
• Locales: English, Spanish, and Portuguese content and product alignment for the Americas and select European markets.

Technology and operations

• Application: Modern React/Next.js-style web stack with a relational database as system of record, caching and job queues for asynchronous work, and cloud deployment on a managed platform (production—hosting vendor details available under NDA if needed).
• Satellite services: Dedicated campaign workers, real-time voice/media services, image processing where used, and scheduled jobs for billing, usage, and telephony-adjacent workflows.
• Integrations: Payments, telephony (including optional PBX-style bridges), email, voice AI, LLMs, WhatsApp, Meta and TikTok-class social stacks, Google marketing and workspace APIs, and verification/credit providers—summarized in diligence materials rather than exhaustively listed here.
• Scale note: A broad platform implies coordination cost; engineering mitigates through clear ownership, API discipline, phased delivery, and documented capability maps for internal and investor diligence.

Competition

• CRM incumbents — strong systems of record; customers often still bolt on voice, omnichannel execution, and AI coaching.
• CCaaS / CPaaS — deep telephony; rarely replaces full CRM + campaigns + agent workflows + self-serve tenant product in one commercial package without heavy integration.
• Point AI tools — narrow scope; limited cross-channel memory, billing governance, and compliance depth.

Differentiation: Depth of integration—one data model, one client-facing portal story, one metering and entitlements approach—plus multi-locale execution for underserved SMB and agency segments.

Organization and milestones

• Team: Founder-led technical execution today; hiring plan for sales leadership, customer success, and security/compliance is tied to use of funds (data room).
• Illustrative 12–18 month focus: revenue reliability, inbound depth at scale, voice and AI cost discipline, and partner channel repeatability.

Financial overview

Historical performance, multi-year forecast, cash flow, and cap table sensitivity are data room materials under NDA. Nothing here is audited financial advice unless separately issued by an independent CPA.

Round structure (illustrative)

We are aligning toward a single lead investor for a $400K–$600K pre-seed round (a leaner ask intended to limit dilution while preserving 12–18 months of runway to milestones—subject to a real budget). A first wire of approximately $50K is intended to be part of that same round (not additional capital stacked on top) and earmarked for US C-Corp formation, startup legal documentation, founder intellectual property assignment into the company, open-source license hygiene, trademark screening and initial filing budget, and corporate banking readiness. The remainder of the round funds product development, sales and GTM, and runway consistent with the high-level allocation on the investor page (~50% product, ~35% GTM, ~15% operations). Instrument (e.g. SAFE vs priced seed), exact timing between wires, FX handling for cross-border investors, and securities compliance are set only in counsel-approved definitive documents—not in this overview.

Risk factors

• Vendor dependency (telephony, payments, LLMs): multi-provider posture where feasible; contractual and architectural fallbacks; cost monitoring.
• Security incidents: least privilege, audit logs, incident response; optional formal programs as the company scales.
• Concentration: diversification across segments and the agency channel.
• Regulation: TCPA-style rules, recording, and data residency—counsel per market; consent and DNC built into product flows.
• Execution: large surface area requires phased roadmaps, explicit ownership, and disciplined scope.

Investment process

Round structure, instrument, and economic terms are communicated only through private placement materials and counsel-approved documents—not through this overview.

Suggested diligence path: live product walkthrough, data room (financial model, cap table, contracts), and technical capability summary prepared for qualified investors.

Materials available under NDA

Qualified investors may request: capability and integration overview, architecture summary, and machine-readable product surface documentation used for internal diligence. Internal engineering checklists and release QA documents are not part of the investor pack.

*End of document.*