Below is a structured milestone-based payout plan tied to deliverables and KPIs for the first 3 months.

Structure:

• •R150,000 once-off deposit
• •Additional payouts released only when agreed technical + traction milestones are met
• •Clear, measurable KPIs
• •Protects investor and rewards execution

OVERVIEW STRUCTURE (3-Month Build Plan)

Total Potential Build Budget (Months 1–3): R450,000 (R150k per month equivalent)

Payment Structure:

• •R150,000 Upfront Deposit
• •R100,000 on Month 1 milestone completion
• •R100,000 on Month 2 milestone completion
• •R100,000 on Month 3 milestone completion

Total = R450,000

This structure ensures funding is performance-based.

MONTH 1 — CORE INFRASTRUCTURE MILESTONE

Objective:

Working MVP foundation ready for pilot onboarding.

Deliverables Required:

1. 1.Multi-tenant architecture live
2. 2.Authentication + role-based permissions
3. 3.Process template engine functional
4. 4.AI Project Manager orchestration working
5. 5.CRM base module live
6. 6.Project management module live
7. 7.Approval routing system active
8. 8.Audit log tracking functional

Demonstration Required:

• •Live demo with:

• •Process creation
• •Task assignment via AI PM
• •Approval request & approval flow
• •CRM contact → project trigger

KPI Requirements:

• •System uptime > 95% during demo week
• •End-to-end process execution without manual backend intervention
• •At least 5 pilot companies signed up (free beta acceptable)

Payout Released:

R100,000

MONTH 2 — AGENT LAYER & LIVE PILOT MILESTONE

Objective:

Agents executing structured business actions in real companies.

Deliverables Required:

1. 1.Sales Agent live (email drafting + CRM automation)
2. 2.Marketing Agent live (social post generation + scheduling draft)
3. 3.Finance-lite (invoice drafting)
4. 4.Unified inbox integration (email at minimum)
5. 5.Website builder basic functionality
6. 6.AI cost tracking dashboard

Demonstration Required:

• •10–20 pilot companies active
• •At least:

• •200 AI-driven actions executed across pilots
• •90% approval accuracy
• •Evidence of automation reducing manual admin time

KPI Requirements:

• •At least 10 paying beta users OR
• •Signed LOIs for paid conversion
• •Measurable usage data collected

Payout Released:

R100,000

MONTH 3 — FULL FUNCTIONAL VERSION 1 + FUNDRAISE READY

Objective:

Launch-ready platform with monetization.

Deliverables Required:

1. 1.Full CRM operational
2. 2.Project workflows fully automated
3. 3.Finance-lite stable
4. 4.KPI dashboards live
5. 5.Agent-to-agent communication operational
6. 6.AI token optimization implemented
7. 7.Pricing tiers deployed
8. 8.Payment gateway live

Demonstration Required:

• •20–50 paying businesses
• •MRR generated (minimum R50,000 target ideal)
• •Case studies (2–3)
• •Churn under 10%
• •AI cost per customer documented

KPI Requirements:

• •Positive contribution margin per customer
• •Clear CAC estimation
• •Investor-ready dashboard

Payout Released:

R100,000

WHY THIS STRUCTURE WORKS

For Investors:

• •Risk reduced
• •Performance-based
• •Clear visibility

For You:

• •Incentive alignment
• •Capital tied to achievement
• •Strong narrative for Round 1 raise

TOTAL FINANCIAL FLOW

Upfront: R150,000 Month 1 completion: +R100,000 Month 2 completion: +R100,000 Month 3 completion: +R100,000

Total: R450,000

This covers:

• •Build completion
• •Pilot validation
• •Revenue proof
• •Fundraising readiness

Updated 3-Month Milestone Plan

Deposit: R150,000 upfront Milestone-based releases tied to product + revenue KPIs.

Total build budget: R450,000

Structure:

• •R150,000 deposit
• •R100,000 Month 1 milestone
• •R100,000 Month 2 traction milestone
• •R100,000 Month 3 scale milestone

Month 1 — Core Engine + Sales Pipeline Activated

Objective:

Working MVP + active paying pipeline.

Technical Deliverables

1. 1.Multi-tenant system live
2. 2.Process engine functional
3. 3.AI PM orchestration working
4. 4.CRM basic operational
5. 5.Project module operational
6. 6.Approval routing system live
7. 7.AI cost tracking built-in

Business Deliverables

1. 1.30+ qualified leads in pipeline
2. 2.10+ businesses onboarded in beta
3. 3.3–5 paid early adopters (discounted pricing acceptable)

Target MRR by end of Month 1: R10,000–R20,000

KPI Threshold for R100,000 Release

• •MVP live in production
• •At least 3 paying customers
• •At least 100 AI-driven actions executed in live businesses

Month 2 — Revenue Traction Milestone

This month is no longer “build only.” It becomes proof-of-demand month.

Technical Deliverables

1. 1.Sales Agent live (email automation)
2. 2.Marketing Agent live (content generation + scheduling draft)
3. 3.Invoice drafting functional
4. 4.Unified inbox integration
5. 5.Payment gateway live
6. 6.Subscription billing operational

Revenue KPIs (Required for Milestone Payout)

Minimum target:

• •20 paying businesses

OR

• •R50,000+ Monthly Recurring Revenue

Stretch target:

• •30–40 paying businesses
• •R75,000+ MRR

Operational KPIs

• •500+ AI actions executed
• •80%+ agent approval accuracy
• •At least 2 documented ROI case studies

R100,000 Released When:

• •Revenue threshold hit
• •System stable under live usage
• •Retention > 85% for first 30 days

Month 3 — Scale & Fundraise Readiness

Now focus shifts to:

Growth + investor positioning.

Technical Deliverables

1. 1.Finance-lite expanded
2. 2.KPI dashboards
3. 3.Token optimization implemented
4. 4.Improved onboarding automation
5. 5.Pricing tiers finalized

Revenue KPIs

Target:

• •50–75 paying businesses
• •R100,000–R150,000 MRR
• •Churn < 10%
• •Positive contribution margin

Investor-Ready Metrics

• •Customer acquisition cost (CAC) defined
• •LTV estimation
• •Automation savings per client documented
• •Gross margin validated

R100,000 Released When:

• •Revenue target achieved
• •Growth month-over-month visible
• •Full investor deck supported by real data

Financial Flow Overview

Total: R450,000

Why This Is Stronger

1. 1.Revenue starts early
2. 2.Investor risk decreases
3. 3.Founder pressure aligned with growth
4. 4.Build is validated continuously
5. 5.Valuation conversation becomes real by Month 3

What This Requires From You

• •Selling from Week 2
• •Direct founder-led onboarding
• •Vertical focus (do not go broad)
• •Aggressive case study building
• •Strict feature prioritization

Critical Strategic Move

Choose one primary vertical for the first 90 days and execute deeply.

Recommended starting focus:

• •Agencies
• •Digital marketing firms
• •Consulting firms
• •E-commerce stores

Reason: early traction requires repeatable delivery, fast case studies, and tighter messaging. Going too broad slows Month 2 revenue proof.