A New Category in Location Intelligence
Free consumer app generating high-value enterprise data
Investment Thesis
Massive TAMi
Location intelligence is a $23-26B market growing to $60B+ by 2030 [1]. We're creating foot traffic influence capabilities no one else has.
Clear Exit Path
Strategic buyers (Google, Oracle, Airbnb, ByteDance) need our ability to direct consumer foot traffic. Instagram sold for $1B at 100M users [5].
The Model
Free consumer app solving a real problem (finding photogenic spots) while generating valuable location intelligence. Users get discovery. Enterprises get the ability to influence foot traffic.
Market Opportunity
Revenue Model
| Revenue Stream | Description | Target Clients |
|---|---|---|
| Enterprise Dashboard | Real-time foot traffic analytics & influence campaigns | Tourism boards, real estate, retail chains |
| API Access | Location intelligence data feed | Tech platforms, hospitality groups |
| Custom Analytics | Bespoke reports and consulting | Major brands, municipalities |
Note: Consumer app remains completely free. All revenue from enterprise clients.
Traction & Milestones
Phase 1: Foundation (Q3 2025)
Core app development, curate 200+ spots per city, alpha testing
Phase 2: Launch (Q4 2025)
Vancouver & LA launch, 10K active users per city [7]
Phase 3: Scale (Q1 2026)
50K MAUi, first enterprise pilots, prove foot traffic influence
Phase 4: Expand (Q2 2026)
500K MAUi, $2M ARRi from enterprise, 5 new cities
Exit Opportunities
Strategic acquisition by companies needing foot traffic influence capabilities
Competitive Advantages
Influence Power
We don't just track where people go—we influence it. Feature a spot, drive 10x traffic. No one else has this capability at scale.
Free Consumer App
Zero friction adoption. Users get value (finding spots) while generating data. No paywall means faster growth.
Visual Tourism Focus
We own the intersection of social media inspiration and real-world visits. Perfect timing as travel becomes visual.
Why Now?
Market Timing
- Visual tourism exploding post-pandemic
- Everyone needs Instagram content
- Cities want to distribute tourist traffic
- Location intelligence market maturing
Technical Feasibility
- Smartphone penetration complete
- Location services normalized
- Cloud infrastructure affordable
- Social sharing behaviors established
Growth Strategy: Solving the Cold Start Problem
The Network Effects Challenge
Every successful location-based platform faces the same paradox: you need users to create content, but you need content to attract users. We've studied how Reddit, Airbnb, and others solved this challenge.
Our approach:
- Strategic market seeding in Vancouver and LA
- Partnership with micro-influencers and local photographers
- Community-building tactics proven by successful platforms
- Aggressive but ethical growth strategies
We believe in being transparent with our investors about the realities of building a consumer platform. Happy to discuss our detailed growth playbook in person.
Investment Terms
We're raising $3M seed round to reach critical mass and prove enterprise value.
- Use of Funds: 60% product development, 30% user growth, 10% operations
- Key Milestones: 50K MAUi, 3 enterprise pilots, proven foot traffic influence
- Timeline: 12 months to Series A metrics
Exit Strategy
Strategic Buyers Who Need Us
Multiple strategic acquirers will compete for our unique dataset and influence engine:
- ByteDance/TikTok: Needs physical commerce data ($1B+*Valuation estimate potential)
- Airbnb: Experiences marketplace + neighborhood insights ($500M+*Valuation estimate)
- Apple: AR navigation + local discovery ($2B+*Valuation estimate)
- Tourism Boards Consortium: Government-backed acquisition ($200M+*Valuation estimate)
Why $1B+ Is Realistic
Comparable exits:
- Waze → Google: $1.3B (100M users, no revenue)
- Instagram → Facebook: $1B [Consumer Apps Analysis-15] (30M users, no revenue)
- Foursquare valuation: $900M peak (we're better positioned)
Our advantages: Revenue model proven, network effects stronger, multiple strategic buyers creating competitive dynamics.
Resources for Investors
Pitch Deck
Visual presentation of our vision, market opportunity, and growth strategy. Designed for investor meetings and quick overviews.
View Pitch Deck →Financial Model
Detailed 5-year projections including revenue streams, unit economics, and path to profitability. Interactive model with scenario planning.
View Financial Model →