MISSION BRIEF — STRATEGIC INITIATIVE
Homeowner Operating System
The post-closing concierge that captures San Antonio homeowners at the moment of peak service demand. Replaces the physical mailer model with verified intent, attributed leads, and a moat built on property data.
PHASE 1 / FOUNDATIONPRE-LAUNCH
Market
Bexar County
~35k closings/yr
Stack
Next 15 + Claude
Reuses EquiForge
Team
4 principals
Phil / Jayant / Emily / Anna
Timeline
90 days to pilot
13-week sprint
Mid-Scenario Projection — Year 1
Annual Revenue
$341K
60 advertisers × $349 ARPU
LTV / CAC
13.4x
Strong SaaS benchmark
CAC Payback
1.8months
Self-funding from month 2
Gross Margin
80%
Typical local marketplace
Active Workstreams
Four parallel tracks running through Phase 1
Engineering
Jayant + Phil · Sprint 1 active
8%
Advertiser Acquisition
Anna · Pipeline build
12%
Partner Agent Channel
Emily · First 3 calls scheduled
18%
Brand + Compliance
Phil · Legal review pending
25%
Critical Risks
MLS feed access
Resolve Emily's IDX scope by EOW
Lead quality threshold
Intent scoring before scale
Advertiser pipeline velocity
Anna throughput rate-limit
Decision Gates
No-go reviews scheduled at Weeks 4, 8, 12
Week 4PENDING
Advertiser Validation
≥30% outreach books a discovery call
Week 8PENDING
Internal Beta
End-to-end test produces real bookings
Week 12PENDING
Pre-Launch
LTV/CAC ≥6×; churn ≤15% on initial cohort