Regulation Crowdfunding Offering

The Company
Data Layer for AI

Starting with meetings, expanding to all company data — Indigo structures the information that matters and makes it queryable by every AI agent in your stack.

Confidential — for discussion purposes only. Not an offer to sell securities.

02
The Problem

Your company data is everywhere.
And invisible to AI.

Decisions live in meetings. Context lives in docs. Relationships live in email threads. None of it is structured, connected, or accessible to the AI tools teams are adopting.

40%
of workweek in meetings
$37B
Annual cost of unproductive meetings
70%
of decisions never tracked
01

Fragmented Data

Company knowledge is scattered across meetings, documents, Slack, email, and CRMs. 40% of the workweek is spent in meetings alone — $37B/year in unproductive meeting costs.

02

Context Loss

70% of decisions aren't tracked after the moment they're made. Institutional knowledge walks out the door with every departure, reorg, and forgotten thread.

03

AI Adoption Gap

8 in 10 knowledge workers want AI gains — but AI tools are only as good as the context they can access. No structured onramp exists for real company data.

The deeper problem: meetings, docs, comms, and institutional knowledge all live in silos — unstructured, unsearchable, and completely invisible to AI. Your agents can't act on context they can't reach. The company data layer doesn't exist yet.

03
Market Opportunity

A $47B market at the intersection
of AI and work

$47B
TAM
$8B
SAM
$240M
SOM
TAM SAM SOM 28% CAGR
TAM

AI productivity + meeting intelligence global market (2025-2030 CAGR: 28%)

SAM

English-language knowledge workers with active AI tool budgets

SOM

Decision-makers and executives: 6M users at $40/month

Growth Rate

AI productivity tools CAGR — category accelerating fast

Structural Tailwinds
  • MCP (Model Context Protocol) is standardizing how AI agents access business data — Indigo is positioned as a native MCP data provider
  • Remote-first work entrenches meeting culture — every important decision happens over video
  • Enterprise AI mandates accelerating; teams need structured input layers, not raw chat logs
  • Developer-led GTM (CLI, npm) reduces CAC vs. top-down sales
  • No dominant player owns the "context layer" for AI agents — the gap is wide open
04
Our Solution

Meetings are the beachhead.
All company data is the long game.

Meetings are the richest, most understructured data source in every company — and the perfect entry point. Indigo captures that signal first, then expands to structure all company data into a queryable layer for AI.

Meetings the beachhead Signals decisions / actions Data Layer structured memory All Company Data docs / comms / CRM EXPANDING SCOPE
Phase 1 — Meetings

The highest-signal data source

Every important decision happens in a meeting. Indigo captures decisions, action items, and context in real time — structuring the data that matters most, first.

Long Game — All Company Data

The complete company data layer

Meetings are just the beginning. The same architecture expands to docs, email, Slack, CRM, and every data source — building the unified context layer AI agents need.

05
Product

Three surfaces.
One context layer.

01

Desktop App

Native macOS + Windows. Global shortcut I. Always-on, auto-captures. Command palette for instant queries. Real-time decision detection.

Live
02

CLI on npm

Terminal-native access to your signals. JSON output for scripting. BYOK model config (OpenAI, Anthropic, Google, xAI). Pipe intelligence into any workflow.

npm i -g indigo-cli
03

Web Dashboard

Central hub for signals, knowledge graph, settings, analytics. OAuth with Google Calendar, Gmail, Drive. Mobile-responsive.

Team-ready

Shipping in v0.2: MCP server — Claude Desktop and any AI agent can query your Indigo signals directly. One config line; your meetings become AI-queryable infrastructure.

06
The Protocol Layer

Indigo is the data layer
for the AI agent era

MCP is becoming the standard interface between AI agents and business data. Indigo structures company data — starting with meetings, expanding to docs, comms, and CRM — and makes it queryable by any MCP-compatible tool.

Meetings Hot + Cold Signals DB MongoDB MCP Server signals-mcp read-only tenant-isolated AI Agents Claude Desktop Claude Code Any MCP client model-agnostic

Indigo's MCP server exposes query_collection, aggregate_collection, and collection_info — giving AI agents read-only, tenant-isolated access to your structured company data. Every Indigo user becomes a live MCP data provider.

07
Full Vision

Organize all company data.
Make it work for AI.

Meetings are the beachhead. The long game is structuring every company data source — docs, comms, CRM, and beyond — into a unified layer that AI agents can query and act on.

TODAY YEAR 2-3 Data Sources meetings, docs, comms, CRM Processing extract decisions, actions, context Structured Layer unified, queryable data AI Agents query, act, automate MORE VALUE
Today

Meeting data layer: capture, structure, query. Desktop + CLI + Web. MCP server shipping in v0.2.

Year 1

Add docs & comms: Gmail, Slack, Drive integrated into the data layer. Knowledge graph UI. AI agents query across meetings + documents.

Year 2-3

Full company data layer: CRM, project tools, and every business system structured and queryable. AI agents act on unified company context — not siloed apps.

08
Traction

Shipped. Funded.
Gaining signal.

2022
Founded
3
Product surfaces live
$5K
Advisory revenue per cohort
Aug 2022 Founded 2023-24 Desktop shipped Feb 2026 CLI on npm v0.2 MCP server Roadmap Knowledge graph
Pre-Seed Round

LAUNCH (Jason Calacanis)

Recognized Indigo's meeting intelligence thesis

Advisory Revenue
$5K

Per bootcamp cohort. Early proof of enterprise demand for the OS methodology pattern.

Milestones
  • Aug 2022 — Founded. Built first meeting intelligence pipeline
  • 2023-2024 — Hot/cold architecture finalized. Desktop app shipped.
  • Feb 5, 2026 — indigo-cli v0.1.3 published to npm
  • Feb 2026 — Applied to Vercel AI Accelerator
  • v0.2 (upcoming) — MCP server ships; Claude Desktop + any agent queries signals
  • Roadmap — Knowledge graph UI, Daily Brief, Cloud agent deployment
09
Business Model

Three revenue streams.
One flywheel.

01

Core SaaS

$40 / user / mo
  • Unlimited meeting analysis
  • AI chat (model-agnostic)
  • Desktop + Web access
  • Content publishing
02

Indigo Advisory

$5K+ / engagement
  • Exec AGI Bootcamp ($5K)
  • AI Enablement programs
  • HQ Development
  • Ongoing retainers
03

Data Platform

Usage-based
  • API access to structured company data
  • MCP integration
  • Pay-per-query & tiered plans
Year 1 Year 2 Year 3 REVENUE
SaaS
Advisory
Data Platform

Flywheel: Advisory clients become power users -> product feedback loop -> SaaS improvements -> Data Platform unlocks API revenue -> organic bottom-up growth via CLI/developer channel -> Advisory -> SaaS -> Data Platform loop compounds.

10
Competitive Landscape

Beyond transcription.
Into intelligence.

TRANSCRIPTION DECISIONS MCP EXPORT CLI MODEL-AGNOSTIC Indigo Otter.ai Fireflies.ai Notion AI Granola

Our defensible moat: the context protocol layer. Competitors capture audio. Indigo captures meaning — and exposes it as queryable infrastructure for your entire AI stack. As MCP adoption accelerates, Indigo becomes more valuable as the data source.

11
Go-to-Market

Developer-led. Community-amplified.
Advisory-funded.

Developer Discovery Org Adoption Enterprise Expansion npm install team rollout platform deal
01

Developer Bottom-Up

Engineers discover Indigo via npm install -g indigo-cli. Terminal-native access lowers friction. JSON output enables integrations. Developers pull Indigo into their org.

02

Building in Public

CEO builds in public on X and LinkedIn. Product updates, AI insights, and methodology content drive organic discovery. Advisory leads come through thought leadership.

03

Advisory to Product

Exec AGI Bootcamp clients experience Indigo + HQ methodology firsthand, become product power users, refer their networks. Advisory revenue funds product development.

Accelerator Pipeline

Applied to Vercel AI Accelerator (Feb 2026) — AI credits from Anthropic/OpenAI/AWS fund the model-agnostic layer. Demo day leads to seed investor introductions.

12
Team

Builders who've
done it before.

CE
Corey Epstein
CEO & Co-Founder

Serial entrepreneur running three ventures simultaneously (LiveRecover, Indigo). Architect of the HQ Personal OS methodology. Drives product vision, GTM, and investor relationships.

SJ
Stefan Johnson
CTO & Co-Founder

Technical co-founder leading day-to-day product and engineering. Built the hot/cold data architecture, MCP integration, and multi-surface delivery (desktop + CLI + web).

GM
Geoff McFarlane
CFO

Serial entrepreneur. Co-founded Winc (wine DTC). Founded Westbound & Down Brewing (acquired Aspen Brewing). Turned around Banctek Solutions (payments, 80+ employees, sold). Built restaurant and hotel group (7 locations, 200+ staff). 15+ years strategy and operations. Daniels College of Business, University of Denver. Existing Voyage/LiveRecover investor.

YK
Yousuf Kalim
Senior Engineer

10+ years experience, 300+ projects, ~7M weekly npm downloads. Led Facebook open-source project (ur.react.dev). Contributed to Epic Games. Core engineer across Indigo desktop, CLI, and web.

LL
Lizzie Liu
Design

Visionary branding and UX design. Drives Indigo's product design language, knowledge graph UI, and user experience across all surfaces.

13
The Raise

Regulation CF Offering

Community-first capital that aligns our early believers with our growth.

Common B
Non-voting shares
$2,000
Minimum investment
Raise Target
[MIN RAISE]

Min — [MAX] max

Valuation
[Set by banker]

Pre-money valuation TBD

Why Reg CF?
  • Community-aligned capital — users and fans become stakeholders
  • Sets the stage for a direct listing path as we scale
  • Leaves room for institutional round alongside

Not an offer to sell securities. A formal offering circular will be filed with the SEC via a registered intermediary. Investments are subject to risks including potential loss of principal.

14
Use of Funds

Capital allocation

Proceeds accelerate three vectors: product (MCP layer + knowledge graph), distribution (developer GTM + advisory scale), and team (GTM hire).

01

Product & Engineering

~33%

MCP server GA, knowledge graph UI, Daily Brief, cloud agent deployment. v0.2 to v1.0.

02

Sales & Marketing

~33%

GTM hire, developer community (CLI/npm), PR outreach, advisory program scaling, content.

03

Operations

~33%

AI compute costs, infrastructure (Vercel, MongoDB), legal/compliance (Reg CF, SOC 2 roadmap), G&A.

ALLOCATION equal thirds
Product
Sales
Ops
12-Month Milestones (post-raise)

Q1: MCP server GA, knowledge graph UI, [ARR target]

Q2-Q3: GTM hire onboarded, enterprise pilot, [user target]

Q4: Multi-source data platform live, [ARR target] run rate

15
Capital Strategy

Community capital,
Direct listing path

We're not just raising money. We're building a stakeholder community that grows with Indigo — and positions us for the public markets.

Reg CF Scale Direct Listing now seed + growth public markets
1
Reg CF Now

Community Equity

Open round on [Wefunder / Republic]. Democratize ownership. Our users become our evangelists with economic upside.

2
Scale

Data Platform + Enterprise

Deploy capital into data platform and enterprise distribution. Build ARR. Institutional seed when unit economics prove out.

3
Direct Listing

Public Markets

Reg CF shareholders already hold registered securities. Direct listing provides liquidity without traditional IPO underwriting. Community becomes the float.

Reg CF creates equity holders from your user community. As the Data Platform scales, these equity holders become the foundation for a direct listing — turning community capital into liquid public shares.

Invest in the
company data layer

Every company generates critical data across meetings, docs, comms, and tools — but none of it is structured for AI. Indigo organizes all of it into a queryable layer that every AI agent in your stack can access.

Investment URL: [WEFUNDER / REPUBLIC LINK]

Questions: corey@getindigo.ai  /  Product: getindigo.ai

This presentation contains forward-looking statements. Past performance does not guarantee future results. Investing in early-stage companies involves significant risks including potential loss of all invested capital. This is not an offer to sell securities. Any offering will be made only through a formal offering circular filed with the SEC. Please review all offering materials carefully before investing.

Appendix

Supporting Detail

Technical Architecture

ComponentStackStatus
Desktop AppElectron, migrating to Tauri (Rust)Live
CLI (indigo-cli)Node.js, npm, TypeScriptv0.1.3
Web Dashboard (HQ)Next.js, Vercel, TypeScriptLive
Signals MCP ServerNode.js MCP SDK, MongoDBShipping v0.2
Data LayerMongoDB (tenant-isolated), Cognito authProduction
IntegrationsGoogle Calendar, Gmail, Drive (OAuth)Live
AI LayerModel-agnostic: OpenAI, Anthropic, Google, xAILive

Financial Snapshot

Insert P&L, ARR, MRR, burn rate, and runway here before presenting to investors.

Risk Factors

  • Early-stage company: limited operating history, no guarantee of profitability
  • Competitive market: well-funded competitors (Otter, Fireflies, Notion, Google)
  • AI model dependency: model pricing and API availability subject to third-party decisions
  • Regulatory uncertainty: Reg CF rules subject to SEC rulemaking
  • Key-person risk: CTO and CEO central to product and relationships
  • Market adoption: enterprises may be slow to adopt meeting intelligence in regulated industries