GTM Strategy Portfolio 2026
Four ventures. Validated strategies. Clear paths to market.
4
Active Strategies
$1.15M
Total Investment
$8-10M
Y2 ARR Target
8.4/10
Avg Review Score
Board Recommendation: Sequential Execution
Phase 1 (Now): Litebooks
Lower risk, faster validation, direct sales model we control.
- Investment: $250K
- Gate review: Month 6
- Success criteria: 15 firms, 25% conversion, <10% churn
Phase 2 (Month 7+): RiskSense
Contingent on Litebooks validation and BlueChip readiness.
- Investment: $350K (gated)
- Requires: BlueChip signed or alternative
- Founder bandwidth: Must be available
GTM Strategies
Litebooks
Annual accounts for accountants
Ready 8.9/10
Model
Direct to Accountant
Price
$29/entity/year
Target
1,000 accountants
Investment
$250,000
Breakeven
Month 10-12
Lead Offer
Risk-Free Pilot
RiskSense
Security awareness for MSPs
Ready 8.3/10
Model
Distribution Channel
Price
$6.95/seat/month
Target
100,000 seats
Investment
$350,000
Breakeven
Month 14-16
Lead Offer
30-Second Trial
Valyou
Valuation workflow automation
In Development 8.5/10
Model
Direct to Valuer
Price
$36/valuation + $500/mo
Target
50 valuation firms
Investment
$150,000
Breakeven
Month 8-10
Lead Offer
ROI Guarantee
BP2.0
AI-first MSP services
Planning 7.8/10
Model
Direct to Business
Price
$2,500/mo avg
Target
200 clients
Investment
$400,000
Breakeven
Month 12-14
Lead Offer
AI Audit
Capital Deployment Timeline
| Period | Litebooks | RiskSense | Valyou | BP2.0 | Cumulative |
|---|---|---|---|---|---|
| Month 1-6 | $125K | Pipeline only | $75K | Planning | $200K |
| Month 6 | Gate Decision: Review Litebooks validation metrics | ||||
| Month 7-12 | $125K | $175K | $75K | $200K | $775K |
| Month 13-24 | $150K (AU) | $175K (AU/UK) | $75K | $200K | $1.375M |