The Investment Thesis
The high-trust, full-stack gateway for Latin American wealth seeking US stability.
The Macro Trend
Political and economic instability across LatAm is driving unprecedented capital flight to the US. High-Net-Worth (HNW) individuals and founders in Peru desperately need secure capital pathways, but face immense friction in US compliance, taxation, and structure.
The "Wedge & Empire" Strategy
We do not sell "consulting" at the door. We use a high-value, low-friction wedge—a $200 US LLC Formation—to acquire verified clients at break-even. Once trust is established, we upsell high-margin tax, banking, and immigration concierge services.
Unit Economics & Break-Even
LLC Formation Hook
- State Fee:-$125
- Gross Margin:+$75
Registered Agent Base
- Address Cost:-$50/yr
- Gross Margin:+$370/yr
Tax, Banking & Visas
High-ticket advisory. 20%+ concierge margins on third-party legal/banking intros. 80%+ margins on in-house tax strategy.
Go-To-Market & Investment Ask
Go-To-Market Strategy
We are leveraging a highly targeted B2B approach in Latin America, starting with Peru.
- Social Network Ads: LinkedIn B2B Lead Gen (targeting Founders/CEOs in LatAm), Meta/Instagram Ads (Retargeting HNW individuals), and Google Search Ads.Allocation: $4,000 / year
- Events & Networking: Buying into the Peru Venture Capital Conference (PVCC) and organizing/attending Local Family Office Roundtables & Private Dinners in Lima.Allocation: $2,000 / year
- Organic Content: High-value educational content on US taxation and compliance tailored in Peruvian Spanish.
Capital Allocation & Breakeven
Our capital requirement is intentionally lean. We maintain a flat $6,000 marketing budget for Year 1 and Year 2. We only need 18 clients on the front-end to fully recoup the initial launch expenses.
Operational Leverage
Automated Funnel ("Benito" AI)
We deploy AI via WhatsApp (Peru's dominant B2B channel) to qualify intent, answer formation questions in localized Peruvian Spanish, and securely capture Sunbiz data—minimizing manual top-of-funnel labor.
Scalable Upsell Pipeline
Post-formation, automated nurture sequences trigger via email and WhatsApp, seamlessly migrating clients from a $200 LLC formation to a $5,000+ tax strategy and compliance retainer.