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.

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

Hundreds of businesses are currently trapped in bloated, antiquated ERP systems — 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.

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
5+
Major API Integrations

Live Clients Across Industries

  • Pan Oceanic — Distribution
  • Genus Logistics — Logistics
  • Royal Soles — Consumer Products
  • Interspace Living — Retail
  • Atomi Inc — Multi-entity holding company

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 ✗
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
Use of Funds

How we'll deploy $1,000,000

$450K
Sales Team Hire 3 account executives and 1 sales leader targeting SMB distributors and e-commerce operators
45%
$250K
Implementation & Onboarding Hire 2–3 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%
$100K
Infrastructure & Product Cloud hosting, security, fine-tune AI, and feature development to support scale
10%
$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 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?

[your-email@genus.com]  •  [your-phone]

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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