Entrepreneurs juggle
8–12 disconnected tools
One platform.
Four pillars.
Plus AI-powered communication (Ava), legal templates, compliance automation, and banking integration.
Not a marketplace. Not a referral network. A unified operating system.
This is built.
Not mockups.
Zero to operating
in one platform.
Multiple revenue streams.
- Starter — $229 one-time
- Professional — $529 one-time
- Enterprise — $1,079 one-time
- + Recurring phone add-on
- Basic — $49 / month
- Professional — $149 / month
- Enterprise — $349 / month
- Lifetime (formation bundle)
- Legal templates — $19–$34 each
- W-4 / 1099 AI fill — $9 each
- Notary bookings (online + mobile)
- Referral — Free, 25% commission
- Co-Brand — $499 / month
- White-Label — $2,500 setup + $1,997/mo
- Enterprise — Custom
A $150B+ market
with no unified player.
$150B+ total small business services market across formation, tax, legal, notary, and accounting verticals.
Pre-launch. Platform complete.
Raising to fuel go-to-market — the product exists, the customers exist, the model works.
No one does all of this.
| Platform | Formation | Taxes | Notary | AI Phone | Compliance | Partner Program |
|---|---|---|---|---|---|---|
| LegalZoom | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
| Gusto | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ |
| QuickBooks | ✗ | ✓ | ✗ | ✗ | ✗ | ✗ |
| Ruby Receptionist | ✗ | ✗ | ✗ | ✓ | ✗ | ✗ |
| Clerke ✦ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Two engines.
One proof.
- Meta Ads targeting service-based entrepreneurs
- Tax preparers, notaries, consultants, accountants
- High-intent audience at formation + tax season peaks
- Retargeting along service-discovery journey
- Referral: Free to join, 25% commission on conversions
- Co-Brand: $499/mo — custom branding on forms
- White-Label: $2,500 setup + $1,997/mo — full rebrand
- Enterprise: Custom pricing, dedicated account manager
Proof-of-concept: TBG Shoppe (founder's existing tax prep business) provides immediate first-user cohort with 20+ real clients, real revenue, and a replicable acquisition model.
Ultimate founder-market fit.
- Certified tax professional — IRS e-file authorized provider
- Licensed notary — exclusive RON (Remote Online Notary) provider
- Operates TBG Shoppe: real tax prep business, 20+ active clients
- Built every feature because they live the pain daily
- Understands the problem from every angle — operator, service provider, and customer
Not a technologist who guessed at the market. Not a consultant who studied it. Someone who ran the exact business Clerke serves — and built the platform they wished existed.
Seed Round
Round type: Seed — Pre-Money Valuation available upon request
Use of funds: 18-month runway to fuel go-to-market, engineering, and operations
Investor fit: Operators who understand small business SaaS, AI-native platforms, and vertical market consolidation
$500K deployed
with precision.
Total: $500,000 · 18-month operating runway · Clear path to revenue breakeven