Investor relations

NovaBiz OS — Series A

Raising $18M at $90M pre-money to scale the first AI executive team for small business. The platform replaces $4,200/month of operational overhead for $499/month, with a 30-day money-back guarantee that documents results before billing begins.

412:1
LTV to CAC ratio
86%
Blended gross margin
97%
Challenge win rate
<1.5%
Monthly churn rate
$230M
Year 3 ARR projection
Series A details

The raise.

Round details
RoundSeries A
Amount$18M
Pre-money valuation$90M
InstrumentPreferred equity (standard terms)
Use of fundsEngineering, sales, infrastructure
Milestones this raise unlocks
$10M+ ARR (Series B trigger)
5,000 businesses on platform
25 accountant partner firms
3 bank / franchise enterprise deals
SOC 2 Type II certification
Engineering team: 8 → 24 engineers
Five revenue streams — Year 3 projections
$45M
SaaS subscriptions · 82% margin
$28M
Transaction fees · 78% margin
$35M
Marketplace referrals · 97% margin
$80M
White-label B2B2B · 85% margin
$42M
NovaBiz Capital · 92% margin
Combined Year 3 ARR
$230M
Blended gross margin
86%
Exit strategy

Built to be acquired.

Positioned for strategic acquisition at $25–30M ARR. Each potential acquirer faces a choice: buy NovaBiz at $300–500M now, or compete against it at $5B+ later.

Intuit
$300–450M estimated · Primary target

NovaBiz directly threatens QuickBooks, Mailchimp, and TurboTax simultaneously. Building an equivalent internally would take 4–6 years and cannibalizes existing revenue lines.

Salesforce
$400–600M estimated · High probability

Salesforce has failed to crack the SMB market for 20 years. NovaBiz solves it overnight. Einstein AI needs a consumer-facing SMB product.

Block (Square)
$350–500M estimated · High probability

4M+ Square merchants provide instant distribution. NovaBiz Capital complements Cash App. Perfectly aligned with economic empowerment mission.

Microsoft
$500M–1B estimated · Premium acquirer

Copilot needs a killer SMB use case. Dynamics 365 is too complex for small businesses. NovaBiz + Teams = the SMB OS Microsoft has promised for a decade.

Request the investor package

The full package includes the 12-slide pitch deck, executive one-pager, 5-year financial model, unit economics analysis, and complete data room index.

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This page does not constitute an offer to sell securities.