Where we
are.

Harden & Broaden

Make the live engine bulletproof, add a third broker, and ship the feature the whole pitch turns on — the Strategy Builder.

• Schwab live — third broker integrationOpens the door to Chris Camillo's audience (Schwab traders) and beyond.
• Live-trading reliability hardening — monitoring, alerting, kill-switchEvery leg, every Greek, watched; halt mechanisms tested under fire.
• Strategy Builder v1 — encode a strategy · the centerpieceThe primitive the marketplace is built on: turn a playbook into an agent-run strategy.
• Entity + SAFE round closed — team fundedDelaware C-corp posture, round papered, runway in the bank.

The Agentic Loop

Before we build the marketplace, we build the engine that builds it. Leon shifts from prompting agents to architecting them — self-running agentic loops that coordinate, review each other, deploy, and watch the desk. One loop becomes many, so the massive marketplace build that follows runs on rails. This is the internal-velocity unlock and the capital-efficiency moat.

Revenue

Take it to production and open the doors. Dorian's strategy goes live to the public on their own brokers — and the first subscription dollars come in.

• Go to market in productionPublic signups on hardened infra — uptime, monitoring, and support ready for real users.
• First paying subscribers — revenue from the publicDorian's community converts from waitlist to paid; real money in the door.
• Subscription billing live — StripeRecurring MRR from day one — the take-rate engine switched on.
• Self-serve onboardingConnect-your-broker flow productized so users activate without hand-holding.

Marketplace MVP

The big build — and it runs on the agentic loop. With the agent loops doing the heavy lifting, close the full loop end-to-end and prove a second strategist can plug in and earn.

• End-to-end loop — build → list → subscribe → activate → live tradeA strategist publishes; a subscriber clicks once; agents run it on the subscriber's own broker.
• Billing + revenue-share — Stripe ConnectStrategist sets a subscription; Nument takes its cut automatically.
• First non-Dorian strategist onboardedValidates the two-sided network — Dorian is Strategy #1, not the only one.
• RIA-track compliance posture setNo custody, clear regulatory lane — the foundation for scale.

Scale & Next Round

Expand beyond options, grow the two-sided market, and reach the fork: Series A or profitability.

• Multi-asset expansion — equities, then cryptoEach asset class widens the TAM and the strategist pool.
• Infrastructure upgrade + parallel agentic engineeringHarden and scale the stack, and stand up multiple agentic loops so engineering itself runs in parallel.
• Grow strategists + subscribers + MRRNetwork effects compound: more strategists → more reasons to join → more strategists.
• Path to Series A or profitabilityClear traction → raise the A on strength, or run profitably without it.
• Zero-to-one hand-off readinessThe founder built 0→1; the next operator takes it 1→10.

How the $500K maps

Lean by design. Every dollar is tied to a phase — and the biggest discretionary line, AI compute, is what powers the agentic loop.