cc-046 Corporate Financial Plan

Claresia Financial Plan

36-month P&L, cash-flow, and growth trajectory for Claresia's AI-native enterprise platform. Seed + Series A totaling $30M capital across 3 years.

Y3 ARR
🐻$4.5M|
$17.4M|
🚀$49.0M

Total Capital

$30M

Seed $5M + Series A $25M

Y3 ARR

$17.4M

⚡ Base scenario

Y3 Logos

218

Active enterprise logos

Global Offices

6

NYC, LDN, DXB, SG, MAD, PAR

3-Year Revenue

$47.8M

Cumulative

Section 01

P&L Trajectory

Monthly Revenue vs OpEx with EBITDA overlay

Section 02

Cash Flow Waterfall

Cash balance, net burn, and runway months

Section 03

Growth Engine

ARR ramp, active logos, and team scaling

ARR Ramp

Active Logos + Headcount

Section 04

Strategic Investments

Monthly allocation by category and global office timeline

Monthly Strategic Spend

Office Timeline

US HQ (NYC)

M6 · New York

London

M13 · London

Dubai

M15 · Dubai

Singapore

M18 · Singapore

Madrid

M24 · Madrid

Paris

M30 · Paris

Acquisition — M14

Boutique AI Consulting Firm

$2.5M cash + $750K earnout

Scale Services-as-Code delivery capacity

Section 05

Unit Economics

Year-over-year efficiency and revenue mix

Year 1

$1.4M

ARR

Gross Margin
100%
Revenue
$3.2M
LTV/CAC
5x
CAC Payback
7 mo
Logos
24
Cash End
$2.1M

Year 2

$7.4M

ARR

Gross Margin
100%
Revenue
$15.0M
LTV/CAC
6x
CAC Payback
6 mo
Logos
108
Cash End
$12.9M

Year 3

$17.4M

ARR

Gross Margin
100%
Revenue
$29.6M
LTV/CAC
7x
CAC Payback
5 mo
Logos
218
Cash End
$1.4M

Y3 Revenue Mix

License Margin
$6.3M
Platform Fees
$6.3M
Pro Services
$12.0M
SaaS Referrals
$5.1M

Section 06

Bottega — People & Services Pillar

cc-081 PRD v2 §8.2 — Italy-first operating arm. Mid-case Italy 2026 + EU 2027 expansion.

cc-081 Bottega — People & Services Pillar (PRD v2 §8.2)

Bottega P&L

Italy-first operating arm. Intelligence Strategists (IS) · Adoption Architects (AA) · certified Agent Operator Specialists (AOS) deployed on hourly scope-of-work contracts. Mid case is the planning case; conservative is the floor; aggressive unlocks the strategic-asset valuation thesis (PRD v2 §11.3).

Planning case — 2 IS + 2 AA Italy, 1,000 cert AOS, 20 deployed/mo. EU 2027 add-on.

Italy 2026 Rev

€7.0M

Margin 61%

Cert AOS EOY 2026

1,000

Italy-first wedge

Cert AOS EOY 2027

5,500

EU expansion

3Y Bottega Rev

€47.0M

Blended margin 66%

EOY 2028 Deployed

70

AOS in any given month

12-Quarter Trajectory — Revenue, Cost & Contribution Margin

Q1 2026 → Q4 2028

Subscriber Funnel — Cumulative Certified vs Deployed

PRD v2 §9.2 ramp plan: subscribers ramp through online funnel; deployed ramp tracks IS pipeline conversion.

Revenue Mix — IS-driven ARR vs AOS Services

ARR is recurring license-attached; AOS services revenue is hourly SoW-billed (€120-€180/hr customer-facing).

Cost Stack — Fixed (IS+AA+Forge+Marketing) vs Variable (AOS Deployed Hours)

Annual Bottega P&L — 2026 / 2027 / 2028

Line2026 (Italy)2027 (+EU)2028 (EU scale)3Y Total
IS heads (EOY)24612
AA heads (EOY)24612
Cumulative cert AOS1,0005,50012,00018,500
AOS deployed any month204070130
Revenue
Bottega — IS-driven ARR€4,000,000€9,000,000€14,000,000€27,000,000
Bottega — AOS services revenue€3,000,000€7,000,000€10,000,000€20,000,000
Total Bottega revenue€7,000,000€16,000,000€24,000,000€47,000,000
Cost
Bottega — IS+AA fixed (loaded)€1,500,000€2,500,000€3,500,000€7,500,000
Bottega — AOS deployed hours (variable)€1,200,000€2,700,000€4,500,000€8,400,000
Total Bottega cost€2,700,000€5,200,000€8,000,000€15,900,000
Contribution
Bottega contribution€4,300,000€10,800,000€16,000,000€31,100,000
Bottega contribution margin61%68%67%

Strategic-Asset Valuation Lens

Series A asset framing

Per AI-services M&A comps (May 2026), credentialed AI-advisory practitioners are valued at €500K€1.5M each. A 10,000-AOS pool implies a €5.0B€15.0B strategic asset class before any Claresia-software ARR multiple is layered on. Bottega is modeled as a strategic asset, not as an OpEx line.

See investor deck (cc-045) Series A Bottega section for the full acqui-hire framing · not surfaced on claresia.com / bottega.claresia.com / AOS recruiting copy · reference: cc-081 PRD v2 §11.3.

IS pre-sale CAC

€140-220K

Loaded annual

AA per-engagement

€110-170K

Loaded annual

AOS billed

€120-180/hr

Customer SoW rate

AOS cost

€40-70/hr

P.IVA / freelance

Section 06.B

Bottega — EU Geographic Expansion (FY 2027-2028)

cc-081 PRD v2 §9.2 — Italy + Spain + DACH + France ramp toward 10,000+ EU cert AOS by EOY 2027. Geo splits driven by Bottega marketing focus per locked decision §15.13.

cc-081 Bottega — Section 06.B (PRD v2 §9.2 EU geographic targets)

Bottega — EU Geographic Expansion (FY 2027-2028)

Geography-by-geography ramp lens for the EU 10,000+ cert-AOS roster targeted by EOY 2027. Italy is the bedrock anchor (35% mid-case share); Spain / DACH / France ramp behind. Per locked decision §15.13, online enrollment is geography-agnostic — these splits are for financial-planning transparency, not commitments.

Planning case anchored to PRD §9.2: 10,000 cert AOS EU EOY 2027 (Italy 35% / Spain 25% / DACH 25% / France 15%).

Select Geography

PRD §9.2 mid case · 8 quarters Q1'27 → Q4'28
🇮🇹

Italy

Priority 1

Anchor market. Default residency eu-south-1 Milano. Statuto art. 4 + Garante governance flow already wired into the Onboarding Portal.

Residency: eu-south-1 Milano (default)Language: ItalianCompliance: Garante (Privacy) + Statuto art. 4 (workplace monitoring)

Italy Cert EOY 2027

3,500

Italy cumulative

Italy Cert EOY 2028

7,000

Continued growth

Deployed any month

55

EOY 2028 AOS active

Annual revenue 2028

€16.0M

68% contribution margin

2-Y contribution

€16.5M

2027 + 2028 cumulative

🇮🇹 Italy — 8-Quarter Trajectory (Revenue, Cost & Margin)

Q1 2027 → Q4 2028

🇮🇹 Italy — Cert AOS Cumulative vs Deployed

🇮🇹 Italy — IS & AA Heads (cumulative)

IS = Intelligence Strategist (pre-sale + Discover). AA = Adoption Architect (in-engagement).

EU Rollup — Cert AOS by Geography (stacked)

All 4 geos · Mid (PRD §9.2)

Mid case anchored to PRD §9.2: Italy 35% / Spain 25% / DACH 25% / France 15% of EU rollup at EOY 2027.

🇮🇹 Italy — Annual P&L

Line202720282-Y Total
IS heads (EOY)4610
AA heads (EOY)4610
Cumulative cert AOS3,5007,00010,500
AOS deployed any month285583
Revenue
Total revenue€8,500,000€16,000,000€24,500,000
Cost
Total cost (fixed + variable)€2,900,000€5,100,000€8,000,000
Contribution
Contribution€5,600,000€10,900,000€16,500,000
Contribution margin66%68%

Cross-Geo Comparison — Mid (PRD §9.2)

GeoCert AOS EOY '27Cert AOS EOY '28Rev '27Rev '28Cost '27Cost '28Contrib '27Contrib '28Margin '28
🇮🇹Italy3,5007,000€8,500,000€16,000,000€2,900,000€5,100,000€5,600,000€10,900,00068%
🇪🇸Spain2,5005,000€6,120,000€11,520,000€2,262,000€3,978,000€3,858,000€7,542,00065%
🇩🇪DACH2,5005,000€10,200,000€19,200,000€3,625,000€6,375,000€6,575,000€12,825,00067%
🇫🇷France1,5003,000€7,820,000€14,720,000€2,842,000€4,998,000€4,978,000€9,722,00066%
EU Rollup10,00020,000€32,640,000€61,440,000€11,629,000€20,451,000€21,011,000€40,989,00067%

Geo-Split Assumptions (Mid case @ PRD §9.2)

🇮🇹Italy35% · 3,500 cert EOY '27

Bedrock anchor market (default residency, IS/AA already deployed, university LOIs ready)

🇪🇸Spain25% · 2,500 cert EOY '27

Second-priority. Spanish-language Bottega marketing focus; AEPD lighter-touch than Italian Garante

🇩🇪DACH25% · 2,500 cert EOY '27

Third-priority. Premium pricing offsets stricter Betriebsrat / works-council requirements

🇫🇷France15% · 1,500 cert EOY '27

Fourth-priority. CNIL parity with Garante; CSE consultation parallels Italian RSU/RSA flow

Lens Reference — EU Roster as Strategic Asset

Series A — investor deck only

The 10,000+ EU cert-AOS roster targeted by EOY 2027 (PRD §9.2) is modeled as a strategic asset, not as a Bottega OpEx contribution. Detailed acqui-hire framing · per-practitioner valuation comps · pool-pricing scenarios live in the cc-045 Series A investor deck per locked decision §15.15. This dashboard surfaces only the operational-financial lens; no acqui-hire detail is rendered here, on claresia.com, bottega.claresia.com, or any AOS recruiting copy.

References: cc-081 PRD v2 §9.2 (EU 10K AOS target) · §11.3 (valuation framing) · §15.13 (geography-agnostic enrollment) · §15.15 (disclosure scope).

🇮🇹

Italy

P1

Residency: eu-south-1 Milano (default)

Compliance: Garante (Privacy) + Statuto art. 4 (workplace monitoring)

🇪🇸

Spain

P2

Residency: eu-south-2 Madrid (planned) / eu-south-1 Milano (failover)

Compliance: AEPD (Spanish DPA)

🇩🇪

DACH

P3

Residency: eu-central-1 Frankfurt (default for DACH)

Compliance: BDSG (Germany) + Datenschutzgesetz (Austria + Switzerland)

🇫🇷

France

P4

Residency: eu-west-3 Paris (default for FR) / eu-south-1 Milano (failover)

Compliance: CNIL (RGPD enforcement)

Seed Round

$5.0M

Series A

$25.0M

Pre-Money Val

$20.0M

Total Capital

$30.0M

Claresia · cc-046 Financial Plan · Confidential