BUSINESS MATCHMAKING SERVICE BUSINESS PLAN

I. Executive Summary

Company Description

Foundry Connect (name chosen to evoke building networks and capital foundations) is a New York, NY–based B2B platform operating in the fintech and dealmaking technology sector. We match U.S. startups and SMEs with institutional investors using a proprietary AI engine built for the 2026 market. Core offerings include deal discovery, AI-driven partner scoring, automated term-sheet generation, and M&A advisory workflows delivered through a scalable cloud platform. One-liner: We turn data into deals for growth-stage companies.

We run a lean technical team that sources deal flow, scores opportunities, automates introductions, and supports negotiators until close. Competitive edges are our proprietary AI models, structured workflows that reduce diligence time by weeks, and integration with institutional reporting standards. Target customers are U.S. startups and SMEs raising $1M–$50M and institutional investors seeking vetted, scalable deal flow. Short-term goals: onboard 300 startups and 50 investors in 12 months; achieve break-even on platform EBITDA in 18 months. Long-term goals: national coverage, 5,000 active listings, and platform-facilitated exits exceeding $1B cumulative ARR. One-liner: We democratize access to capital and strategic partners with machine-speed accuracy.

Problem

U.S. startups and SMEs face a fragmented capital market that limits access to institutional investors, prolongs time-to-close, and raises legal and advisory costs. Manual processes and opaque listing sites force founders to rely on narrow personal networks, produce suboptimal valuations, and require non-scalable diligence and matching work. Investor quality and track records remain obscured, increasing deal failure risk and missed scaling opportunities.

Based in New York, NY, our platform uses proprietary AI to connect startups and SMEs with institutional investors, targeting the 2026 market where data-driven efficiency determines deal success. The gap is clear: existing solutions leave discovery, vetting, and matching inefficient and opaque—so founders and investors need a verified, scalable, data-first marketplace that reduces time, cost, and uncertainty.

One-liner: Fragmented discovery and opaque diligence block efficient, data-driven dealmaking.

Solution

The U.S. market for strategic alliances and capital raising is fragmented, opaque, and costly, causing businesses and institutional investors to waste time and miss fits. Our platform solves this by providing a centralized, data-driven B2B service that streamlines discovery, verification, and engagement across the full deal lifecycle.

We use a AI-driven matchmaking algorithm to return prioritized, compatibility-ranked investor and partner matches, verify counterparties before introduction, and supply secure, auditable communication plus dashboards that track outreach, meetings, term sheets, and outcomes—reducing time-to-fit and improving deal quality.

Mission Statement

Our mission is to accelerate strategic growth for innovative companies by operating the most efficient, data-driven matchmaking platform in the U.S. capital markets. We create a transparent, curated ecosystem where high-quality businesses and investors find each other with ease and aligned outcomes through a fair, flexible revenue model. By leveraging advanced AI, we aim to be the primary engine for strategic alliances and M&A in the mid-market and startup sectors.

Key Success Factors

Success stems from data-driven matching, curated participants, aligned revenue, strategic partnerships, and strong returns.

• Proprietary AI matchmaking: high accuracy and effectiveness in matching counterparties.
• Curated network: rigorous vetting and verification of all platform participants.
• Hybrid revenue model: aligns incentives with successful deal closures.
• Strategic data partnerships: steady flow of high-quality data and users via providers and associations.
• Rapid profitability and ROE 335.26: provides capital to innovate and scale.

Financial Summary

High-level financial snapshot for the Executive Summary of the Business Matchmaking Service.

Financial requirements: maintain minimum cash balance $992,000 (minimum cash month Jan-26). Anticipated return: ROE 335.26% (IRR reported 0%).

Revenue scales rapidly with expanding EBITDA margins and breakeven achieved in Jan-26.

Funding Requirements

We have secured USD 992,000 to launch on January 1, 2026; we project 2026 revenue of USD 17,327,000, EBITDA of USD 11,775,000, breakeven in January 2026, and plan to maintain a minimum cash balance of USD 992,000.