Genus

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Cloud ERP for Modern
Distribution & Commerce

Raising $1,000,000 to accelerate sales growth
and client acquisition

Seed Round 2026
The Problem

SMB distributors are stuck with broken ERP options

$

Prohibitive Cost

Enterprise ERPs (SAP, Oracle, NetSuite) cost $100K–$500K+ to implement, locking out small and mid-size distributors.

⚠

Complexity Overload

Legacy systems require 6–18 month implementations and dedicated IT staff most SMBs cannot afford.

✖

Missing Industry Features

Generic ERPs lack licensing/royalty management, chargeback handling, and EDI compliance out of the box.

↻

Integration Nightmares

Retailers like Amazon and Walmart demand EDI compliance. Most SMB ERPs require expensive third-party middleware.

📚

Inadequate Training

Legacy systems offer little onboarding support, leaving users to fend for themselves. Genus combines best-in-class AI with hands-on, human-led team training to deliver an intelligent, personalized onboarding experience.

📦

Poor Inventory Cost Visibility

In the import business, costs are spread across the entire product lifecycle — duties, freight, warehousing, and more. Genus provides sophisticated landed cost tracking and detailed COGS analysis at every stage.

Our Solution

A purpose-built ERP for distribution and e-commerce

⚡

Fast Implementation

Go live in weeks, not months. Web-based deployment with zero client-side installation required.

💰

Affordable Pricing

Fraction of the cost of enterprise ERP. SaaS model with no massive upfront licensing fees.

🏭

Industry-Specific

Built-in EDI, licensing, royalty management, chargeback handling, and 3PL/WMS integration.

🚀

Amazon & Retail Ready

Native Amazon settlement reconciliation, ATS reporting, and EDI compliance for major retailers.

📊

Full Financial Suite

GL, AR, AP, fixed assets, tax automation via Avalara, and advanced financial reporting built in.

🌐

Multi-Entity Support

Run multiple companies, currencies, and warehouses from a single platform with unified reporting.

Product Overview

13 integrated modules. One platform.

Sales & Orders

Quoting, order management, recurring orders, pricing matrices

Purchasing

PO management, supplier tracking, inventory allocation

Inventory & WMS

Multi-warehouse stock, BOM, batch picking, 3PL integration

Accounts Receivable

Collections, factoring, chargeback management

Accounts Payable

Invoice processing, payment runs, Bill.com sync

General Ledger

Full chart of accounts, journal entries, trial balance

EDI & Compliance

Native EDI formatting for Amazon, Walmart & partners

Licensing & Royalties

Royalty reporting, license approvals, licensor analytics

Manufacturing

Multi-level BOM, work orders, production costing

E-Commerce

Integrated webSHOP with Stripe & PayPal payments

Shipping & Logistics

Carrier routing, DIFOT tracking, delivery management

Financial Reporting

Balance sheets, P&L, horizontal analysis, gross profit

Market Opportunity

A massive, underserved market

$65B+
Global Cloud ERP Market (2026)
700K+
SMB Distributors in the US Alone
13.6%
Cloud ERP CAGR Through 2030

Our Beachhead

  • SMB distributors with $5M–$100M revenue
  • Licensed product companies needing royalty management
  • Amazon/Walmart sellers requiring EDI compliance

Why Now

  • Post-COVID digital acceleration — SMBs are modernizing
  • Retailer EDI mandates forcing technology adoption
  • Legacy ERP fatigue creating a wave of system migrations
  • AI enhancements add exponential value for customization and usability
Investment Thesis

Two powerful tailwinds behind this opportunity

1

Captive Audience

Billions in revenue managed by just two overpriced, legacy systems. Hundreds of businesses are currently trapped in bloated, antiquated ERP platforms — spending 3–4X what our platform costs. These companies are actively looking for modern alternatives but have had nowhere to go. They represent a massive, ready-to-convert customer base with immediate pain and budget already allocated — all within our personal network, built over a combined 75 years in the consumer goods world.

3–4X
Overspending on Legacy ERP
Hundreds
of Businesses Ready to Switch
$0
Switching Risk with SaaS
2

AI Will Disrupt a 40-Year-Old Industry

The ERP industry has been fundamentally stagnant for four decades. The same clunky interfaces, manual workflows, and rigid architectures persist across every major vendor. Genus AI enables lightning-fast feature development and deployment, while a persistent AI prompt surfaces new insights, actionable tips, and real-time analytics directly to users. Genus is positioned to lead this transformation.

Rapid Feature Development
AI-powered development enables lightning-fast feature builds and deployment at a fraction of traditional cost
Persistent AI Assistant
Always-on AI prompt learns user behavior, surfaces insights, suggests actions, and delivers real-time analytics
Intelligent Automation
AI-driven workflows eliminating manual data entry and reducing errors across every module
Predictive Analytics
Demand forecasting, inventory optimization & cash flow prediction powered by machine learning
Traction & Validation

Proven in production with real businesses

8+
Active Companies on Platform
13
Integrated Modules
20+
Integrations
30+
EDI Integrations

Live Clients Across Industries

  • BMGM — Apparel
  • Pan Oceanic — Eyewear
  • Interspace Living — Furniture
  • Atomi Inc — Multi-entity Electronics Holding Company
  • Jennz — Accessories Importer

Proven Integrations

  • Avalara AvaTax — Automated tax compliance
  • Stripe — Payment processing
  • Amazon — Settlement & ATS reporting
  • Bill.com — Bank reconciliation
  • EDI — Walmart, Amazon, partner formats
Business Model

Recurring revenue with high-margin services

SaaS Subscription

Monthly per-company license fee for platform access, hosting, updates, and support.

Recurring Revenue High Retention

Implementation Services

Onboarding, data migration, configuration, and training. Typical engagement: $15K–$50K per client.

One-Time Revenue

Custom Development

Industry-specific modules, custom integrations, and EDI partner setups billed as professional services.

Project-Based

Revenue Growth Targets

Year 1 ARR$500K
Year 2 ARR$4M
Year 3 ARR$10M

Key Metrics (Targets)

90%+
Net Revenue Retention
70%+
Gross Margin (SaaS)
<12mo
CAC Payback
$36K+
Avg. Contract Value
Competitive Advantage

Why Genus wins

Feature Genus NetSuite QuickBooks
Built-in EDI ✓ Add-on ✗
Licensing & Royalties ✓ ✗ ✗
Amazon Integration ✓ Add-on Add-on
Chargeback Mgmt ✓ ✗ ✗
Multi-Entity ✓ ✓ ✗
3PL / WMS ✓ Add-on ✗
AI-Enhanced Customization ✓ ✗ ✗
AI Assistant ✓ ✗ ✗
Inventory Management ✓ ✓ Basic
Fully Integrated Accounting ✓ ✓ ✓
Implementation Cost $15–50K $100–500K $5–15K

Our Moat

  • Deep vertical expertise — Purpose-built for distribution, not adapted from generic ERP
  • Native integrations — EDI, Amazon, Avalara, and 3PL built into the core, not bolted on
  • Speed to value — Weeks to deploy vs. months for enterprise alternatives
  • Total cost of ownership — 70–80% lower than enterprise ERP solutions
  • Battle-tested — Running live operations across multiple companies and industries
The Economics

Enterprise power. Not enterprise pricing.

Total cost of ownership

License + implementation + first-year support

SAP S/4HANA
$$$$$$
Oracle NetSuite
$$$$$
MS Dynamics 365
$$$$
GENUS
$
70–80% lower TCO than legacy enterprise ERP — with the same feature surface.

Time to go-live

AI-assisted migration cuts onboarding from years to weeks

Legacy ERP 12–18 months
GENUS 4–8 weeks
AI-Native
Woven through reports, support, and onboarding — not bolted on after the fact.
5 → 1
Accounting, EDI, WMS, MFG, and CRM — consolidated into one stack.
Use of Funds

How we'll deploy $1,000,000

$350K
Sales Team Hire 2 account executives and 1 sales leader targeting SMB distributors and e-commerce operators
35%
$250K
Implementation & Onboarding Hire 3–4 implementation specialists to manage client deployments, data migration, and training
25%
$150K
Marketing & Lead Generation Industry events, content marketing, SEO, and targeted digital campaigns
15%
$200K
Infrastructure & Product Cloud hosting, security, fine-tune AI, and feature development to support scale
20%
$50K
Operations & Legal Working capital, compliance, and administrative costs
5%

18-Month Milestones

1

Months 1–3: Build the Team

Hire sales leader, first 2 AEs, and 2 implementation specialists. Develop sales playbook and collateral.

2

Months 4–6: Launch Pipeline

Begin outbound sales motion. Target 50+ qualified leads. Close first 3–5 new clients.

3

Months 7–12: Scale

Add 3rd AE. Reach 15–20 total clients. Hit $500K ARR run rate. Refine implementation process.

4

Months 13–18: Accelerate

Reach 100 clients. Achieve $4M ARR. Position for Series A.

The Team

Built by operators who know the industry

Our team brings deep domain expertise in distribution, ERP, and enterprise software

J

Joseph Terzi

Founder & CEO

Full-stack developer and C-level executive with 10+ years leading tech-driven businesses. Single-handedly architected and deployed the Genus ERP platform, now powering $50M+ in annual revenue across multiple companies. Proven track record raising capital and navigating successful exits. Built Genus from firsthand experience operating in consumer goods and distribution — solving the exact problems he lived every day. Columbia University.

M

Marshall Bernstein

Chief Financial Officer

20 years in finance, 13 years as CFO. Former CFO of Daytona Apparel Group, Robert Graham, and NEST Fragrances. Deep expertise in financial controls, operations, and restructuring finance departments for PE-backed consumer products companies. Founder of Bernstein Advisors.

A

Amir Khan

Head of Implementation

10+ years in data mapping, EDI, and ERP implementation across multiple industries. Expert in complex EDI/EDC deployments using X12 and XML formats, global data migrations, and SQL development. Experienced with SAP ECC integration and managing cross-functional technical teams. BS in Computer Information Systems.

The Ask

$1,000,000

Seed round to build the go-to-market engine
and capture the SMB distribution ERP market

100+
Clients in 18 Months
$4M
ARR Target by Month 18
Series A
Positioned in 18–24 Months

Ready to talk?

joseph@genus-logistics.com  •  (917) 903-2142

Appendix

Technical Architecture & Integration Map

Technology Stack

  • Backend: PHP / MySQL / MariaDB
  • Frontend: HTML5, Tailwind CSS, jQuery, D3.js
  • AI/ML: Anthropic Claude — intelligent assistant, code generation, and predictive analytics
  • Infrastructure: Cloud-hosted, multi-tenant architecture
  • Security: Role-based access, session management, encrypted credentials

Integration Ecosystem

  • Tax: Avalara AvaTax (real-time tax calculation)
  • Payments: Stripe, PayPal Payments Pro
  • Banking: Bill.com API for reconciliation
  • Commerce: Amazon Settlement, ATS, EDI
  • Logistics: WMS Edge, 3PL connectors
  • Analytics: PostHog product analytics

Scalability

  • Multi-database architecture — isolated data per company
  • Shared codebase — single deployment serves all clients
  • Multi-currency & multi-language support built in
  • API-first integrations for extensibility

Security & Compliance

  • Role-based permissions with granular module access
  • Audit trails on financial transactions
  • EDI compliance with major retailer standards
  • Environment-based credential management
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