One-Page Pitch
Context Intelligence Platform
Company: AZ1.AI / CODITECT | Contact: Hal Casteel, Founder/CEO/CTO | Email: hal@az1.ai
The Problem
Developers waste 2-3 hours daily re-asking AI assistants the same questions because conversations disappear. With 100M+ developers worldwide now using AI assistants (Claude Code, GitHub Copilot, Cursor), 5 billion conversations annually vanish into the void—taking critical context, decisions, and institutional knowledge with them.
Companies spend $50-100/month per developer on AI tools but have zero visibility into ROI, usage patterns, or knowledge retention.
Our Solution
Context Intelligence Platform - The first AI conversation memory system that automatically:
✅ SAVES - Capture conversations from any AI assistant (Claude, GPT, Gemini, Copilot) ✅ SEARCHES - Hybrid keyword + semantic search (find "auth bug" even when you wrote "JWT security") ✅ LINKS - Auto-correlate AI discussions to git commits (complete audit trail) ✅ ANALYZES - Team dashboards showing productivity, adoption, and ROI
Result: Transform ephemeral AI chats into permanent, searchable institutional knowledge.
Market Opportunity
| Market | Size | Status |
|---|---|---|
| TAM (Total Addressable Market) | $14.7B | GenAI developer tools (2030) |
| SAM (Serviceable Addressable) | $900M | 25M developers at tech companies |
| SOM (Serviceable Obtainable) | $36M | Conservative 5-year target |
Growth: 42% CAGR (GenAI market) Competition: ZERO direct competitors (new category) Window: 12-18 months before Big Tech notices
Business Model
| Tier | Price | Target | Features |
|---|---|---|---|
| Starter | FREE | Individual developers | 100 conversations/month, keyword search |
| Pro | $15/user/month | Small teams (5-50) | Unlimited, semantic search, API |
| Enterprise | $50/user/month | Large orgs (50-5000) | SSO, compliance, on-prem, support |
Strategy: Product-Led Growth (PLG) → Team Expansion → Enterprise Sales
Traction & Milestones
Completed (Q4 2024):
- ✅ IEEE 1016-compliant technical architecture (85KB SDD)
- ✅ Complete database schema (7 tables, multi-tenant RLS)
- ✅ Test-driven development plan (383 test specifications)
- ✅ C4 architecture diagrams (all 4 levels)
- ✅ Security model (SOC 2 ready)
Next 18 Months (With Seed Funding):
- Q1 2025: Alpha release (100 users)
- Q2 2025: Beta release (1,000 users)
- Q3 2025: V1.0 launch (10,000 users)
- Q4 2025: First enterprise pilots
- Q2 2026: $1.8M ARR → Series A fundraise
Financial Projections (5-Year)
| Year | Users | ARR | Growth | LTV/CAC | Gross Margin |
|---|---|---|---|---|---|
| Y1 | 1,000 | $180K | Launch | 5:1 | 85% |
| Y2 | 10,000 | $1.8M | 10x | 5:1 | 85% |
| Y3 | 50,000 | $9M | 5x | 5:1 | 85% |
| Y4 | 200,000 | $36M | 4x | 5:1 | 85% |
| Y5 | 500,000 | $90M | 2.5x | 5:1 | 85% |
Unit Economics:
- CAC (blended): $50 (Year 1)
- LTV (blended): $648 (3-year retention)
- Payback Period: 3.3 months
- Path to Profitability: Year 3
Competitive Advantages
1. First-Mover Advantage
- Creating new category: AI conversation management
- 12-18 month head start before competitors
2. Network Effects
- More conversations → better search → higher retention
- Exponentially harder to displace as we scale
3. Technical Moat
- Proprietary conversation-commit correlation algorithm
- Hybrid search with RRF fusion (95% relevance, <100ms)
- Multi-tenant RLS for database-level isolation
4. Integration Lock-In
- IDE plugins (VS Code, JetBrains)
- Git integrations (GitHub, GitLab, Bitbucket)
- AI assistant support (Claude, GPT, Gemini, Copilot)
5. Multi-Provider Strategy
- Unlike ChatGPT Teams (OpenAI-only), we support all AI assistants
- "Switzerland of AI conversation management"
The Team
Hal Casteel - Founder/CEO/CTO
- 20+ years software engineering experience
- Built multi-tenant SaaS platforms at scale
- Deep expertise in databases, cloud infrastructure, AI/ML
Advisors (to be recruited with seed funding):
- Former VP Engineering at GitHub/GitLab
- AI researcher from OpenAI/Anthropic
- Enterprise SaaS sales leader (Salesforce/Atlassian)
The Ask
Raising: $2M Seed Round Valuation: $10M pre-money (20% equity) Use of Funds:
- $800K - Engineering (2 full-stack engineers, 24 months)
- $300K - Product/Design (1 product designer, 24 months)
- $400K - Sales/Marketing (1 GTM lead, campaigns)
- $200K - Infrastructure (GCP, databases, monitoring)
- $100K - Legal/Compliance (SOC 2 audit, patents)
- $200K - Runway buffer (6-month reserve)
Runway: 24 months to Series A Next Milestone: $1.8M ARR → $10M Series A at $40M valuation
Why Invest Now
- Massive Market - $26B GenAI market, 100M+ developers, zero competitors
- Perfect Timing - AI adoption inflection point (ChatGPT → Enterprise)
- Technical Excellence - Production-ready architecture before seed round
- Proven Model - Classic PLG playbook (Notion, Slack, GitHub)
- Clear Path to Revenue - Conservative projections, defensible unit economics
- Exit Opportunities - Strategic acquisition by GitHub, GitLab, Atlassian, OpenAI (30-50x ARR multiples)
Comparable Valuations:
- GitHub: $7.5B (50x ARR)
- GitLab: $8B IPO (40x ARR)
- Notion: $10B (50x ARR)
Our Target: $40M Series A at $1.8M ARR = 22x multiple (conservative)
Contact
Hal Casteel, Founder/CEO/CTO Email: hal@az1.ai Schedule: [30-minute intro call]
Next Steps:
- Due diligence: Review technical architecture, financial model
- Customer validation: Introductions to 3 enterprise prospects
- Advisory board: Connect with AI/SaaS advisors
- Term sheet: 30-day close timeline
Confidential - For Investor Review Only Last Updated: November 26, 2025