Partnership Proposal
APhinity Growth Acceleration
A strategic, tech-first engagement led by André Vlok (Paia Studio) to design, build, and launch APhinity's AI-enabled AP platform (Rentals & Utilities wedge), augmented by a curated Fractional Venture Partners specialist pod to accelerate pilots, integrations, UX, sales, and investor momentum.
Executive
Summary
APhinity is positioned to transform Accounts Payable for Rentals & Utilities by combining AI automation with human-in-the-loop assurance, delivering measurable savings, risk reduction, and cashflow visibility. This engagement centers technology delivery under André Vlok and Paia, with a focused specialist layer (FVP network) to harden UX for HITL workflows, de-risk ERP integrations, build unit-economics-driven pricing, open enterprise and family office doors, and support investor readiness.
We will ship a production MVP, close 1–2 flagship pilots, and convert outcomes to ARR and funding momentum—without slowing Paia's core build.
Objectives
- • Deliver a production MVP (R&U wedge) with OCR/NLP ingestion, invoice classification, validation vs. leases and tariff data, exception management with HITL, dashboards, and auditability.
- • Close and execute 1–2 pilots (e.g., Standard Bank internal + SPAR or Discovery) with clear SOWs and measurable ROI.
- • Establish enterprise credibility (security responses, integration readiness, investor-grade unit economics).
- • Build a scalable path for post-pilot expansion (integrations, UX standards, RevOps, pricing).
Success Milestones (90 Days)
- • MVP live for Rentals & Utilities pilot(s), including HITL and dashboards
- • 1–2 pilots executed (e.g., Standard Bank internal + SPAR or Discovery or a family office)
- • $100k ARR run-rate or signed LOIs equating to that target
- • Investor momentum: 10+ qualified meetings and term sheet progress
- • UX outcomes: >80% weekly active among pilot reviewers; 40–60% faster exception resolution
- • Model/validation outcomes: >95% classification accuracy; <5% forecast variance
Proposed
Scope
Six coordinated workstreams delivering the capabilities needed to close deals and secure funding. Every deliverable ties directly to revenue and capital objectives.
Product, Technology & User Experience
KEY DELIVERABLES
ERP Integration & Scale Engineering
KEY DELIVERABLES
Enterprise Sales, Business Development & Family Office GTM
KEY DELIVERABLES
Investor Relations
KEY DELIVERABLES
Security & Compliance
KEY DELIVERABLES
FinOps & Usage Economics
KEY DELIVERABLES
Team
Structure
FVP assembles the right talent configuration for your specific goals. This is our proposed cast for APhinity's growth mission.
Core Team
Jon Bradford
Executive Producer
Strategic oversight, project ideation, and coordination across all workstreams. Co-leads the overall relationship and project execution. Oversees investor relations and business development initiatives.
LinkedIn →André Vlok
Co-Executive Producer and Technology Lead
Co-leads the overall project execution alongside Jon Bradford. Leads product development, architecture, MVP delivery, and technical direction for the AI-enabled AP platform. Coordinates development resources and ensures all specialist efforts align with product goals.
LinkedIn →Alvaro Garibay
Producer
Orchestrates cross-functional execution of approved initiatives. Maintains operational momentum through proactive coordination and systematic delivery management.
LinkedIn →Bree Bandy
Account Manager
Architects specialist deployment and budget optimization. Translates business objectives into scoped engagements and ensures capital efficiency across commissioned work.
LinkedIn →Specialist Network
Michael "Squid" Buchanan
UX Lead (HITL & Product UI)
12-year Chief Creative Officer at Colab. 120+ early-stage companies. Fractional Creative Director, MVP Brand Sprints, Pitch Polish.
Focus Areas
Exception queue ergonomics, reviewer flows, interactive prototypes, enterprise-ready visuals
Nor Newman
ERP Integration & Scale Engineering
Will conduct initial assessment and audit of existing dev team and codebase, providing recommendations on path forward.
Focus Areas
ERP/Finance integrations (SAP, Oracle, NetSuite, Dynamics), architecture assessment, scale engineering
Initial assessment included in specialist budget. Further Movadex engagement beyond assessment would fall outside scope.
Derek Stupski
Business Development
Primary resource for business development initiatives, overseen by Jon Bradford. Target account program for SBSA business lines, SPAR, Discovery, family offices, propcos. Discovery→SOW execution.
Focus Areas
Enterprise sales strategy, pilot SOWs, account targeting (50–100), MEDDICC methodology
Todd Kaplan
Investor Relations
Leads investor relations initiatives overseen by Jon Bradford. Experienced in capital raising, investor communications, and strategic partnerships.
Focus Areas
Investor narrative, investor targeting & outreach, meeting preparation, term sheet support
Chase Huntzinger
FinOps & Usage Economics
Unit economics modeling across OCR/NLP/LLM, compute, storage. Margin targets, pricing guardrails, and cohort dashboards.
Focus Areas
Pricing & margin playbook, cost stress testing, FinOps dashboard, ROI calculator inputs
Ben Yeh
Family Office GTM
ICP and messaging for real estate–focused family offices. Owner-operator narrative focusing on cost leakage recovery and cashflow visibility.
Focus Areas
Family office ICP & playbook, warm intros, pilot structure, intro pipeline (10–20 targets)
Investment
Structure
Transparent pricing with flexible allocation. We win when you win.
Core Team & Development
Primary engagement - 3 months
$16,667/month
Integrated core team delivering strategic oversight, project ideation, coordination across all workstreams, product development, architecture, and technical direction for the AI-enabled AP platform. The team includes Jon Bradford (Executive Producer), André Vlok (Co-Executive Producer and Technology Lead), Bree Bandy (Account Manager), and Alvaro Garibay (Producer).
CORE TEAM TOTAL
$50,000
3-month engagement
Specialist Network Budget
Anticipated allocation - scoped as needs arise
$25,000
An anticipated pool for specialist projects that will be identified and scoped by the Core Team as needs arise and opportunities present themselves. Specialists will be deployed strategically based on evolving priorities throughout the engagement.
How it works:
The Core Team (Jon Bradford, André Vlok, Bree Bandy, and Alvaro Garibay) identifies projects and scopes specialist engagements based on strategic priorities. Projects are commissioned from the network as specific needs emerge - whether for UX, ERP integration, sales enablement, investor relations, or other initiatives.
Flexibility:
This anticipated budget provides capacity for specialist work across UX, sales, BD, investor relations, ERP integration, FinOps, family office GTM, and compliance - allocated as strategic priorities evolve throughout the engagement.
ANTICIPATED SPECIALIST BUDGET
$25,000
Scoped and deployed as projects present themselves
Total Investment Summary
+ Optional equity/success incentives (to be discussed)
Payment Terms
- • Core Team & Development invoiced at engagement start ($50,000)
- • Specialist work commissioned as projects are scoped and approved
- • Specialist budget drawn down transparently as needs arise
- • Any scope beyond the anticipated budget will be discussed and approved separately
Engagement
Timeline
Three months of intensive, coordinated execution. Each month builds toward revenue or financing milestones.
First 30 days
Foundation & Kickoff
Days 31-60
Execution & Pilot Deployments
Days 61-90
Results & Scale Readiness
Success Criteria
By the end of 90 days, APhinity should have achieved at least the following milestones:
MVP Live
Production MVP deployed with HITL workflows and dashboards
1-2 Pilots Executed
Standard Bank, SPAR, Discovery, or family office pilot launched
$100K ARR Target
Run-rate revenue or signed LOIs achieved
10+ Investor Meetings
Qualified investor conversations and term sheet progress
>95% Classification
AI model accuracy for Rentals & Utilities invoice processing
<5% Forecast Variance
Cashflow forecasting accuracy achieved
Ready to accelerate?
Let's discuss how Fractional Venture Partners can help APhinity achieve sustainable revenue or successful fundraising in the next 90 days.