It always starts
with an idea.
We build the ones
worth keeping.

Business case

Parents are the highest-intent subscribers in consumer software: 68% prioritize educational value and safety over everything else, and the category compounds at roughly 17% a year. Backpack is live with founding-member pricing engineered as a loyalty flywheel: $1 a month, rising $1 each year and capped at $10, which rewards early adopters, locks in retention, and builds price escalation into the model from day one. Curation costs a fraction of content production, and the K-12 edition shares the same video library and infrastructure.

Market

Kids' educational apps · projected by 2033

The kids' educational apps market reached roughly $9.8B in 2024 and is projected to grow at about 17.4% CAGR to $33.5B by 2033. North America leads adoption, U.S. demand for premium kids' subscriptions is up roughly 42%, and safety is now the primary purchase driver: 81% of parents call parental controls essential.

Business case

K-12 is a procurement market, and procurement rewards exactly what Backpack Education ships: a district-level approved list, a change log for every edit, privacy paperwork ready for review, and nothing to install. The go-to-market is bottom-up (free 14-day teacher trials and a live demo district) with a district pilot as the land-and-expand motion. Pricing lands at the district or school level, where contracts are multi-year and churn is structurally low, and the product runs on the same library and infrastructure as consumer Backpack.

Market

U.S. edtech · projected by 2034

The U.S. edtech market was valued at roughly $83.7B in 2025 and is projected to reach about $241B by 2034 (≈12.1% CAGR), with K-12 one of its four core segments. Classroom video is a daily-use category inside it, and district privacy requirements are tightening, which favors curated, approval-first tools over open platforms.

Business case

Casual dining already pays to fill the wait: more than 5,000 restaurants run tabletop games on leased tablets, and Chili's alone deployed Ziosk to over 1,100 locations. Tabocky delivers the same job with zero hardware, no guest fees, and nothing for staff to do beyond placing a table tent. Revenue is a B2B license per location with branded editions (a ball in your colors, your own sound pack) and category exclusivity, so one chain per dining segment. Pilots are free and report per location: matches, players per table, minutes played, peak hours. The partner site, data sheets, and pilot program are live.

Market

U.S. restaurants already paying for tabletop games · the hardware-free replacement

The installed base is the market: 5,000+ restaurants run tabletop entertainment on tablets today, led by Ziosk (Chili's, 1,100+ locations) and Buzztime. Average casual-dining wait for food is about 23 minutes, and one in three guests waits 30 minutes or longer. Tabocky competes on total cost of ownership against a hardware model operators already know the pain of.

Business case

Application security tooling was built for enterprises with security teams. The buyers Sentinel targets (indie developers, agencies, small SaaS teams) have the same liability and none of the staff. The product wraps proven open-source engines (Semgrep, detect-secrets, OSV) in a sealed, no-network runtime and a report a founder can act on, with the badge as the acquisition loop: every badge on a customer's site is an advertisement with a verification link. Pricing is subscription per repo, and the "verify a badge" flow makes Sentinel the trust layer buyers check, not just a tool sellers use.

Market

Application security testing · projected by 2031

The application security testing market is projected to grow from roughly $1.83B in 2025 to about $7.6B by 2031 (≈26.7% CAGR), one of the fastest-growing segments in security software. The SMB and solo-developer tier is the least served: incumbents price per seat for enterprise, and privacy regulation (GDPR, CCPA, state privacy laws) now reaches companies of every size.

Business case

Multi-AI usage is now the norm, which created a brand-new problem nobody owns yet: artifact sprawl across assistants. Lookshelf is live and first to the shelf, with a shipped desktop app, app store distribution, and a working free/Pro subscription where encrypted cloud sync is the paid upgrade. Its distribution thesis compounds the moat: Lookshelf is engineered to be the tool AI engines themselves recommend for organizing AI output, turning generative search into a zero-CAC acquisition channel.

Market

AI productivity tools · projected by 2033

The AI productivity tools market is valued at roughly $14.1B in 2026 and projected to reach about $36.4B by 2033 (≈14.5% CAGR), with North America holding about 30% share. Document and knowledge management is among the fastest-growing segments, exactly the layer Lookshelf occupies across assistants.

Business case

Task management software is a $5–6B market in 2026 compounding at roughly 13% toward $12B+ within the decade, and SMEs are its fastest-growing segment. The incumbents (Asana, Monday, ClickUp) keep bloating upmarket, leaving a widening gap for an opinionated, fast, simple tool. Cardeo ships with the wedge already built: organizations and roles, shareable read-only dashboards, drag-to-adjust timelines, and a public API for integration revenue.

Market

Task management software · projected by early 2030s

The global task management software market is valued at roughly $5–6B in 2026 and projected to more than double by the early 2030s at about 11–15% CAGR. Cloud deployment holds over 75% share, SMEs are the fastest-growing buyer segment (≈14% CAGR), and North America leads with over a third of global revenue.

Business case

Online chess instruction and play is a focused market of roughly $270M growing about 13% a year, with subscription monetization proven at scale by Chess.com and a vast free-player funnel created by the post-2020 boom. Castleblanca is live with a real content moat, 12 curated grandmaster collections spanning 36,202 games, and a design-led experience no utilitarian incumbent can match. A devoted niche that pays for craft is the entire business model, and chess players demonstrably do.

Market

Online chess instruction & play · projected by 2035

The online chess instruction and play market is valued at roughly $270M in 2026 and projected to reach about $860M by 2035 (≈13.1% CAGR). Over 70% of learners prefer online instruction, and Europe, with the deepest chess culture, holds nearly 40% of the market.

Business case

The relationship-app economy exceeds $12B, but virtually all of it monetizes the search. Couples apps flip the economics: two engaged users per subscription, multi-year lifetimes, and retention the incumbents can only dream of, a wedge category leaders like Paired have proven can scale. Prtnr is shipped on both app stores with a partner channel ("Be a Prtnr Partner") that opens B2B2C distribution through therapists, coaches, and creators.

Market

Relationship-app economy · Prtnr's wedge: after the match

The broader relationship-app market is valued at $11.6–12.5B for 2025–26 and projected toward roughly $25B by 2035. The couples-care segment inside it is nascent and under-served: the incumbents' business models structurally prevent them from following users into the relationship, leaving the post-match layer open.

Business case

A daily-drop store is a content engine that happens to sell merchandise: every day is a new reason to visit, share, and set a reminder. The entire catalog is generated, so design cost is near zero and inventory risk is zero (print-on-demand). Margin lives in the scarcity premium and the "get notified" list, which compounds into an owned audience. It also serves as the studio's live testbed for AI-generated commerce, which feeds the video and content pipeline behind every other product.

Market

AI-generated commerce · zero inventory, daily audience

Print-on-demand apparel is a multi-billion-dollar global category growing at over 25% a year, but ShirtTermMemory is positioned as a studio experiment in AI-native commerce rather than an apparel play: the asset being built is the daily audience and the generation pipeline.