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Who are your main competitors?

There is no like-for-like solution in the market - but there are systems that try to solve parts of the ‘professional services problem’ in different ways.

What is your market entry strategy?

We are initially going to market with Folio Payments and Benefits for firms and agencies with up to 250 staff.

What parts of the platform are production ready?

Folio Payments and Benefits are market-ready (subject to Early Access Beta results) - which means that large parts of the core platform are also ready to go.

How do you make money...what is the business model?

A combination of monthly subscriptions (per capability, and typically per employee/user) PLUS consumption charges (e.g. charge per receipt / timesheet / diary entry)

What type of company are you targeting...what is your ideal customer?

Mid-sized agencies (200-1,000 staff) are the initial target (expanding into large agencies, 1,000+ staff, once we have a stronger PMF).

What’s the onboarding process...what does a user need to get going?

Great timing on this one - we have implemented an end-to-end self-service onboarding for account owners AND individual users.

How much of your solution is just LLM wrappers vs intrinsic value?

We are a fully-functioning vertical AI platform - not a crappy interface over the top of ChatGPT 5.

What traction have you achieved?

We are in our second Beta phase with 5 agencies live (by the end of Oct 25). We have generated a lot of buzz in industry heavyweights - and are exploring development partnerships.

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