Business Plan
A living document that captures what we’re building, who it’s for, how we’ll reach them, and what success looks like over the next 24 months.
Last updated · May 2026
#01 · Executive Summary
Kavanah is a unified project management platform built around autonomous AI agents. It replaces the patchwork of tasks, chat, time tracking, and client communication tools that modern service and product teams rely on, and turns the daily coordination overhead — status, triage, reporting — into something the software does on its own.
We monetise through a per-seat subscription with three published tiers, layered metered AI usage, and a marketplace for integrations and templates. The 24-month plan: convert a closed beta into a self-serve product with a measured outbound motion for the largest accounts, reaching $250K MRR with SOC 2 Type II by Q2 2027.
#02 · Problem
Project management software has gotten broader, but not better. The daily friction is the same in 2026 as it was in 2016 — only now it\u2019s spread across more tabs.
#03 · Solution
Kavanah is opinionated where it matters and open where it counts. Every primitive — task, project, message, time entry, client — sits in one canonical model that agents and integrations can act on.
#04 · Market
The global project management software market sits around $8.2B in 2025 and is projected to reach $15.5B by 2030 (~13.5% CAGR). AI is the most-cited buying driver in that growth — and incumbents are bolting it on, not designing for it.
TAM
$15.5B
PM software market by 2030
SAM
$2.4B
AI-native + agency-ready segment
SOM
$180M
Reachable in our first 24 months
10–80 seats
Design, dev, and consulting shops that bill clients and need a portal that doesn’t look bolted on.
20–250 seats
Fast-moving product teams that have outgrown spreadsheets but resent the ceremony of legacy PM suites.
Enterprise
Ops and IT functions that want a typed API to embed PM primitives into their own tooling.
#05 · Competition
The honest framing: there are great tools in this space. We\u2019re betting on a different shape — agent-native, schema-first, with a client surface as a first-class citizen.
| Player | Posture |
|---|---|
| Asana / Monday | Mature, broad — but bolt-on AI, slow surfaces, and per-feature upsells push real cost above headline pricing. |
| Linear | Beloved by engineers — narrow scope (issue tracking), no client portal, no time billing, no agent layer. |
| Notion / ClickUp | Flexible canvases — but flexibility is the cost: every team rebuilds the same primitives and AI is an afterthought. |
| Kavanah | Opinionated, agent-native, with a canonical schema across tasks, time, chat, and clients from day one. |
#06 · Business Model
Per-seat is the heart. Metered usage and the marketplace turn power users and ecosystem partners into expansion.
Basic
$19
per user / mo
Pro
$49
per user / mo
Enterprise
Custom
custom pricing
#07 · Go-to-Market
42 hand-picked agencies and product teams. Free Pro for 6 months in exchange for usage telemetry, weekly feedback, and a public case study.
Public sign-up with credit-card-required Pro trial. SEO around 'agency project management', 'client portal software', and 'AI project manager'. Founder-led content + Show HN / ProductHunt.
Sales-assisted motion for Enterprise (SSO, audit, procurement). Channel partners with agencies-of-agencies and Vercel / Linear adjacent communities.
#08 · Traction
Closed beta numbers as of the last review cycle. Synced to the live pitch deck so investors and the team see the same picture.
#09 · Milestones
Q2 2026
Public beta exits with 25 paying workspaces
Q3 2026
Agent platform GA + marketplace v1
Q4 2026
$50K MRR, SOC 2 Type I, first Enterprise logo
Q2 2027
$250K MRR, SOC 2 Type II, EU hosting
#10 · Financials
Modelled bottoms-up against published pricing and conservative conversion assumptions. Numbers tighten as design-partner data lands.
| Metric | 2026 (plan year) | 2027 |
|---|---|---|
| Paying workspaces | 120 | 650 |
| Avg seats / workspace | 9 | 12 |
| Blended ARPU / seat / mo | $36 | $41 |
| Ending MRR | $50K | $320K |
| Gross margin | 78% | 82% |
| Net burn / mo | $110K | $140K |
Targets, not commitments. Assumes an 18-month runway from the forthcoming $2.5M seed round.
#11 · Team
William Schulz
Founder & CEO
Product + engineering lead. Sets direction, owns the agent stack.
Maya Chen
Co-Founder & CTO
Infra, data model, and the OpenAPI surface everything ships on.
Jordan Ellis
Head of Design
Owns the calm, opinionated interface — including the client portal.
Priya Sharma
Head of Engineering
Scales the team and keeps shipping velocity high through GA.
#12 · Risks & Mitigations
Incumbent AI catches up.
Keep moving on schema and agent orchestration — incumbents have to retrofit a 10-year data model. We don’t.
Agent reliability.
Every agent action is reversible, attributable, and gated by per-workspace policy. Trust beats novelty.
Per-seat compression.
Metered usage and marketplace revenue diversify away from raw seat count and align price with value.
Long enterprise cycles.
Self-serve PLG funds the company while a small Enterprise motion compounds in the background.
#13 · The Ask
To accelerate product, expand the AI agent platform, and scale go-to-market into the AI-native PM category.
45%
Engineering & AI
25%
Go-to-Market
20%
Hiring
10%
Operations
Want a deeper look?
Live financial model, design-partner roster, and product roadmap available on request.