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11TOWN

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INVESTMENT THESIS

From "Tool" to "Viral Engine"

We are requesting RM100,000 to transition TOMI from a sales-reliant tool into a self-sustaining Product-Led Growth (PLG) machine over 6 months.

By embedding viral loops (watermarked sharing) and removing friction (Telegram-native onboarding), we will lower CAC from RM80 to RM15 and build a predictable MRR engine. This is an infrastructure bet to unlock exponential scale.

Capital Ask
RM100k
Runway
+6 Mo
Target MRR
RM50k+

The "Why Now"

SORA & VEO API access is currently restricted. We have it. The market is flooded with low-quality AI wrappers. TOMI's "Creative Director" agent is the only high-fidelity solution in a friction-free (Telegram) interface.

Primary Growth Lever

The Watermark Viral Loop

Free users post watermarked videos → Viewers see "Made with TOMI" → Organic Traffic → Conversion.

THE PRODUCT ENGINE

Telegram-Native Interface

The Friction Killer. Competitors require desktop logins and complex dashboards. TOMI lives in the app 800M users already check 20x a day.

  • Zero-Install: Click a link, start generating.
  • Asset Delivery: Videos sent directly to chat as files.

The "Director" Agent

The Quality Guarantee. Users don't know how to prompt "cinematic lighting, 35mm lens." TOMI rewrites vague inputs into master-level prompts.

Input
"Make a cool car video"
TOMI
"Hyper-realistic tracking shot, Porsche 911 Turbo, neon Tokyo rain, Cyberpunk 2077 aesthetic, volumetric fog..."

TARGET ICPs // PRIORITIZED BY LTV

PRIMARY TARGET

The Dropship Tester

  • Budget: RM5k+/mo Ads
  • Pain: Creative Fatigue
  • Freq: 5-10 tests/wk

TOMI Win: Bulk generate 20 product video variations in 5 mins for RM50. Cheaper than 1 editor.

The UGC Creator

  • Audience: 50k - 500k
  • Pain: Edit Burnout
  • Freq: Daily Posting

TOMI Win: "B-Roll on demand". Create filler content instantly to keep engagement high.

Boutique Agency

  • Clients: 5-10 Retainers
  • Pain: Revision Costs
  • Current: Upwork/Fiverr

TOMI Win: Interactive Storyboarding. Show client the video *before* shooting it.

THE "GRAND SLAM" OFFER

Structuring the product so users feel stupid saying no.

Value Equation Drivers

Maximize Dream Outcome

"Hollywood-grade commercials that go viral." We provide the best models (Sora/Veo) inaccessible to the public.

Increase Likelihood of Success

Pre-built "Viral Templates" based on top 1% performing TikTok ads. Users don't start from zero.

Decrease Time Delay

From "Briefing an editor (3 days)" to "Chatting with TOMI (30 seconds)".

Decrease Effort & Sacrifice

No software to learn (After Effects). No login passwords. It's just a Telegram chat.

TOMI PRO

RM 99/mo
No Contracts • Cancel Anytime
  • 50 HD Generations / Month
  • Commercial License (No Watermark)
  • Access to SORA/VEO Models
  • Private "Director" Chat Mode

100% Risk Reversal

"If you don't generate a video you love in your first 10 tries, we refund 100% of your subscription instantly."

UNIT ECONOMICS & PROJECTIONS

Target CAC (Blended)
RM 15.00

60% organic (viral watermark) mix

LTV (Conservative)
RM 396.00

4 Months Retention x RM99

LTV:CAC Ratio
26.4x

Asymmetric upside potential

Metric Month 1 (Setup) Month 3 (Optimize) Month 6 (Scale)
Monthly Spend RM 15,000 RM 16,500 RM 20,000
New Paid Users -- 150 500
Active Free Users 500 2,500 10,000+
MRR RM 0 RM 14,850 RM 49,500
Net Burn/Profit - RM 15,000 - RM 1,650 + RM 29,500

USE OF FUNDS (RM100,000)

Category Specific Deliverables Allocation
Product Dev
  • Build "Remix" button (Viral Loop)
  • Integrate Stripe/Payment Gating
  • Refine Onboarding
RM 40,000
Content/Seeding
  • Pay 20 Creators (Watermarked)
  • "TOMI Academy" Library
  • Community Manager
RM 25,000
Data & Ops
  • Mixpanel/PostHog Setup
  • GPU Inference (Free Tier)
  • Legal/Compliance
RM 20,000
Experiments
  • Paid Ads (Meta/TikTok)
  • Influencer shoutouts
RM 15,000

RISK & MITIGATION (KILL RULES)

High Churn (>20%)

Users sign up, generate one batch, and leave.

Mitigation Plan

Shift focus to "Campaign Storyboards" & "Save Project" features to lock users into ongoing workflow.

Unit Economics Fail

CAC exceeds LTV (e.g., CAC > RM100).

KILL RULE

If CAC > RM50 after Month 3, we kill all paid ads immediately and pivot 100% to Organic Viral Loop.

Model Commoditization

Sora/Veo become free elsewhere.

Pivot Plan

Double down on "Director Agent" (Prompt Engineering). Value is in the *result*, not the raw model.

Platform Risk

Telegram bans bot or changes API.

Contingency

Maintain parallel Web App. Mandatory email capture during Telegram onboarding to own the audience.

THE FINAL VERDICT

This is not a gamble on a "nice-to-have" tool. This is a calculated infrastructure investment into the inevitable future of content creation.

With RM100k, we build a machine that turns RM1 of input into RM5 of LTV. The downside is capped at RM100k. The upside is a category-defining SaaS generating millions in ARR.