PLANOGRAM COMPLIANCE SERVICE BUSINESS PLAN

I. Executive Summary

Company Description

ShelfSight Analytics (name reflecting fast, clear shelf visibility) is a Chicago-based retail technology firm launching in 2026. We operate in the consumer packaged goods (CPG) and retail analytics sector and sell a subscription platform that delivers near real-time shelf intelligence and planogram compliance verification. Our core product is an AI-powered verification platform that ingests photos from a nationwide data-collector network, runs computer-vision and anomaly detection models, and delivers actionable alerts and compliance reports via dashboards and APIs. We guarantee >95% item-level accuracy and under 24-hour data latency. One-liner: fast, accurate shelf truth for CPG brands and retailers.

We deploy a scalable subscription model and a nationwide crowdsourced + contracted field network to collect shelf images and transactional checks. Main activities: model training, field operations management, data QA, dashboarding, and account success for category managers. We compete on speed, accuracy, and turnkey integration rather than manual auditing. Target customers are national CPG brands, regional distributors, and multi-store retailers focused on category growth and shrink reduction. Short-term goals: launch MVP Q1 2026, run 10 paid pilots, and reach $1.2M ARR by Dec 2027. Long-term goals: full U.S. coverage, 1,000 customers, and $50M ARR by 2031. One-liner: scaleable subscription economics tied to measurable on-shelf sales lift.

Problem

Consumer Packaged Goods (CPG) brands and retailers lose millions annually because shelf products are not placed to strategic planograms. Manual audits are slow and inconsistent, hiding out-of-stock items and misplacement issues from store teams and delaying corrective actions that recover revenue.

Current approaches—periodic human audits and sporadic retailer reports—fail to provide near real-time, consistent shelf intelligence. This gap creates uneven brand presentation across locations, erodes customer trust, and leaves a clear need for a scalable, technology-driven solution that provides fast, accurate planogram verification.

Solution

Rapid, data-driven retail audits that verify on-shelf placement against store planograms in near real-time. We combine nationwide image capture via gig drivers with AI computer vision to detect compliance gaps, flag out-of-stock and misplacement issues, score store compliance, and deliver near real-time alerts and prioritized reports to brand managers and field teams. A CPG client scheduling weekly audits for 1,000 stores receives daily noncompliance alerts, dispatches local reps, and recovers sales within 72 hours.

One line: accurate shelf intelligence, fast.

Mission Statement

We empower CPG brands and retailers with near real-time shelf intelligence that ensures perfect in-store execution and maximizes sales potential. We replace manual, error-prone audits with a scalable, AI-driven platform that delivers superior accuracy and ROI. We commit to becoming the industry standard for retail compliance monitoring in the U.S. by delivering clear, actionable data that strengthens brand presence and improves the shopper experience.

Key Success Factors

Key drivers that enable rapid scale, high margins, and strong customer retention.

• Proprietary AI image recognition: industry-leading accuracy in product identification.
• Nationwide data collection network: scalable to serve enterprise clients with thousands of locations.
• Low COGS (starting at 8%): lean cost structure that preserves high gross margins.
• Recurring subscription revenue: high-margin, predictable cash flow and fast payback.
• Strategic partnerships: integrations with planogram software and retail chains that create a competitive moat and steady leads.

Financial Summary

Financial snapshot for the Executive Summary: first-year revenue $1,051,000, breakeven in Aug-26, and planned initial capex $178,000.

Financial requirements: minimum cash $519,000, initial capex $178,000; five-year IRR 8.01% and ROE 13.7%.

Overall outlook: positive cash flow from Aug-26 and strong EBITDA growth through year five.

Funding Requirements

We seek capital to cover launch, enterprise-grade infrastructure, and the first year of operations so the business can reach breakeven in August 2026.

Financial highlights: 2026 revenue of $1,051,000 growing to $12,192,000 by 2030, breakeven August 2026, EBITDA from -$193,000 (year 1) to $7,140,000 (year 5), IRR 8.01%, ROE 13.7%.