Auxil Seed Prep

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Auxil Seed Raise: 60-Day Prep Plan

From MVHP beta to a closed SAFE of $1M to $2M in 60 days

Built April 24, 2026. Target close window: June 23, 2026.
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1. Executive Summary 2. ACV & $100M Path 3. Moat 4. Founder-Market Fit 5. Traction 6. Investor List 7. Deck Outline 8. Data Room 9. Risks 10. 60-Day Timeline 11. This Week 12. Open Questions

1.Executive Summary

Auxil is an AI-native customer support platform for BigCommerce and WooCommerce merchants. The platform is roughly three weeks into active development as of April 23, 2026. MVHP live beta is targeted for the coming weeks. You are not raising against production revenue; you are raising against a shipped product, a deep domain moat, and a credible path to $100M ARR in a category currently dominated by Shopify-first incumbents that are structurally locked out of BC and WC depth.

Over the next 60 days, the goal is to close a SAFE round of $1M to $2M, angel-first, priced-round deferred. A SAFE keeps the round simple, skips valuation negotiation, closes on a one-page instrument, and matches the financial reality: you have roughly $30K of personal runway and MVHP cash flow covering household and pitch prep. Angels typically close in two to four weeks. VC funds typically take six to twelve weeks. Angels are the near-term cash path; funds are the stacking layer in Days 26 to 60.

Financial reality check. $30K personal cash, not per month. MVHP cash flow is the covering float. Compression to 60 days is necessary, not aspirational. Urgency is real; desperation is not the frame. The frame is: 15 years of merchant credibility raising capital to accelerate a category that finally belongs to founders who actually run stores.

Timeline strip

Day 0 → 10
Foundation + Angels
MVHP beta live. SAFE template ready. First 10 warm angel asks out.
Day 11 → 25
First Checks
$100K to $250K signed. 2 additional design partners closed. Deck V2.
Day 26 → 45
VC Meetings
15 to 20 fund targets in pipeline. 3 to 5 live meetings by Week 7.
Day 46 → 60
Close
Parallel term sheets, SAFE signatures. $1M to $2M total.

2.ACV and Path to $100M ARR

Auxil ARR is not seat count multiplied by seat price. It stacks three layers: base plan, per-resolution AI fees, and AI Assist add-on. Real ACVs per customer profile:

Starter
$2,796
3 agents, 500 tickets, 100 AI resolutions. $59 plan + $99 AI + $75 Assist.
Growth
$16,128
7 agents, 3,000 tickets, 1,000 resolutions. MVHP is a Growth customer profile.
Pro
$48K
15 agents, 10,000 tickets, 3,500 resolutions. ~$4,000/mo blended.
Enterprise
$60K to $200K+
Custom pricing, SSO, unlimited agents, Assist included.

Three paths to $100M ARR

Scenario Starter Growth Pro Enterprise Total ARR
Path A (SMB-heavy) 15,000 × $2.8K = $42M 2,500 × $16K = $40M 300 × $48K = $14M 25 × $150K = $3.75M ~$100M
Path B (balanced), recommended 5,000 × $2.8K = $14M 3,500 × $16K = $56M 1,000 × $48K = $48M 100 × $150K = $15M ~$100M
Path C (enterprise-led) 2,000 × $2.8K = $5.6M 1,500 × $16K = $24M 800 × $48K = $38M 220 × $150K = $33M ~$100M

Advocate Path B in the deck. It is the most credible mix. Enterprise is hard and slow and requires an expanded sales motion not funded in a seed. Path A requires a higher-velocity self-serve engine than a seed can fund. Path B uses the Growth and Pro tiers as the center of gravity, which is exactly where MVHP-shaped merchants and direct competition with Gorgias Pro sit. It also matches the "every real e-commerce brand has 5 to 15 support agents" reality of BC and WC mid-market.

LTV and CAC assumptions

Segment Annual churn Avg customer life ACV Gross margin LTV (gross-margin) Target CAC LTV:CAC
Starter (SMB) 8% 12.5 yrs theoretical, model 5 yrs $2,796 93% ~$13K $500 to $1,500 8x to 25x
Growth (mid-market) 5% 20 yrs theoretical, model 6 yrs $16,128 93% ~$90K $3K to $8K 11x to 30x
Pro 3.5% ~7 yrs $48K 93% ~$310K $10K to $20K 15x to 31x
Enterprise 2% ~10 yrs $150K 85% (services drag) ~$1.3M $30K to $75K 17x to 43x

Churn assumptions follow the standard playbook: 8% SMB, 5% mid-market, 2% enterprise. Gross margin from the 93 to 94% Sonnet-level cost basis. CAC targets assume a blend of inbound (BC app store, content), partner-led (BC Partner Program), and outbound. Enterprise CAC is intentionally soft since that motion is not funded in the seed.

3.Differentiation and Moat

Why Auxil wins

Every incumbent in customer support was built for Shopify or for generic B2B ticketing and has bolted AI on top of an old data model. Auxil was designed AI-first, from a merchant who has lived 15 years inside the problem. The Auxil moat is not a feature list. It is a platform-fit gap the incumbents chose not to close, an AI-first architecture rebuilt for autonomous resolution rather than retrofitted ticketing, and merchant credibility that no VC-funded team in San Francisco can manufacture. Kustomer and Gorgias will keep winning Shopify Plus. Auxil owns the 100,000+ BC and WC merchants they never served.

The stack, in priority order

  1. Nicki Covey’s 15+ years as a BC merchant. Speaks the language, ships for her own store, references her own P&L. This is the defining moat. Copy and UI patterns are commodity. Merchant empathy compounded over 15 years is not.
  2. BigCommerce App Store first-mover. BC OAuth flow live, webhooks wired, catalog sync shipped, BC-JWT embedded iframe working. Partner program positioning is open because nobody has locked it down with depth.
  3. Sub-8-agent pricing. Kustomer cannot sell below 8 seats at $89 each. Gorgias AI Agent does not support BC at all. This is a structural lockout, not a positioning claim.
  4. AI-first architecture, not retrofitted AI. Smart-routing across Haiku/Sonnet/Opus by query complexity. 93-94% gross margin on Sonnet. The architecture was designed for autonomous resolution from day one, not bolted onto legacy ticketing. Incumbents would need to rewrite their data model to match.
  5. MVHP as anchor design partner. A real Inc 5000 merchant, stress-testing the platform at 33K SKUs and 980GB of support content. Demonstrates the platform handles enterprise-scale knowledge bases. References, metrics, and screenshots all come from a running business. (Note: MVHP’s knowledge base is hearth-industry specific; each Auxil merchant’s RAG is tenant-scoped to their own data, not shared.)

Competitive comparison

Capability Kustomer Gorgias Intercom Zendesk Auxil
BigCommerce native depth Read-only order timeline AI Agent not supported on BC Thin Connector only, no returns Native app, OAuth, webhooks, catalog sync, order actions
WooCommerce native None (third-party beta) Marketed, lags Shopify by years None Marketplace app, generic First-class, same data model as BC
Entry pricing $8,544/yr floor, 8-seat min ~$10/mo, scales with tickets, spikes $39+ seat, add-ons stack $55+ seat $708/yr floor, no seat min
AI resolution pricing $0.60/conv + $40/user Bundled, scales with volume Fin AI usage tiers Bolt-on Advanced AI $0.99/resolution, transparent
Zero-config onboarding Steep learning curve (reviewer call-out) Configured setup Configured setup Admin-heavy MemorySession + DriveSync + OnboardingInterview
AI handoff continuity Has unified timeline Limited on non-Shopify Fin handoff mixed Bolt-on Context carries, no re-asking customer for info
Knowledge base ingestion at scale Admin-heavy Slow with non-Shopify catalogs Configured setup Manual config 980GB of MVHP support data ingested in production; per-tenant RAG architecture proven at scale
Sierra handoff failure (April 23, 2026, Banana Republic Factory). Sierra AI ($4B valuation, Bret Taylor) surfaced order number, name, email, phone, line items, loyalty tier, then dropped all of it when a human agent took over. The agent asked for every single field back. This is the textbook "AI drops the baton" failure Auxil is built to prevent. Live transcript, real retailer, 2026. Use abstracted in pitch: "a national apparel retailer using Sierra." Do not name Gap or Nicki publicly.

4.Founder-Market Fit

This is the strongest slide in the deck. Do not soften it. Do not share oxygen with anything else. Founder-market fit is the whole pitch for a category like customer support, where every incumbent was built by engineers who have never personally refunded a customer at 11pm.

Nicki Covey

  • Founder and owner of Mountain View Hearth Products (mountainviewhearth.com, stove-parts-unlimited.com, heatnglo-parts.com)
  • 33,000 live SKUs across 200+ brands (MVHP + EPP + HNG)
  • Inc 5000 honoree
  • MVHP runs as Auxil’s anchor design partner: 980GB of support content ingested, validating Auxil handles enterprise-scale knowledge bases in production
  • Headquartered in Whitefish, Montana. Operating an e-commerce business since age 23, inside the family stove industry since age 13
  • Built Auxil to solve her own customer support pain after hitting the ceiling on Gorgias, Zendesk, and the bolted-on AI from every retrofitted incumbent

The one-sentence founder story

“I built Auxil because I ran a 33,000-SKU BigCommerce store for 15 years and every support platform in the category was built for somebody else. I am the customer I am selling to.”

This is the frame for every pitch. It is not "solo founder + AI." That frame commoditizes the product. Any founder with a Claude subscription could ship code. What no other founder has is 15 years of shipping orders inside the exact category Auxil serves, a running Inc 5000 merchant business as a live design partner, and the operator empathy compounded over a decade and a half.

One line about capital efficiency belongs elsewhere, not on the team slide. A fair way to phrase it during a "tell me about your team" question: "AI-assisted engineering has let me ship a production-grade platform at a fraction of traditional burn. First engineering hire lands post-seed. The real moat is 15 years of merchant experience and a live MVHP design partner, not the code." That is the extent of it. The team slide reads Nicki-centric.

5.Traction Playbook

What “design partner” means in this deck

A design partner is a real merchant running Auxil against their real support volume in exchange for close collaboration on product direction and (optionally) discounted or free use during beta. They are named in the deck, willing to take a reference call, and ideally willing to sign a soft LOI at production pricing after beta. Three design partners is the right target for a seed pitch. More than five is noise.

Honest assessment of the four candidates Nicki proposed

Candidate Profile Fit Verdict
Mom (Volusion merchant) E-commerce merchant on Volusion Good fit Yes. Adds a third platform beyond BC and WC. Proves platform expansion story. Trusted partner, familiar merchant. Close this one.
Paz (Montana Hybrid Academy) School, not a commerce business Not a fit No. Schools do not have a customer-support-ticket profile that maps to Auxil. Keep Paz as a reference and friend; do not force-fit as a design partner.
Auxil / Eulada (own brands) Not separate businesses from the merchant view Not separate These are projects inside the MVHP umbrella. MVHP already counts as a design partner. Do not double-count.
Adam (CFO consultant) Consulting firm, no retail tickets Not a fit No. Consulting firms do not have the support-ticket volume Auxil solves. Ask Adam for warm intros to BC merchants he works with.

Net: MVHP is design partner 1. Mom is design partner 2. You still need 1 to 2 more.

How to find the remaining 1 to 2

All six of these channels run in parallel. The goal is warmth, not spray.

  1. BigCommerce Partner Program. The partner team actively warm-intros app developers to merchants looking for solutions. Reach out to the app partnerships lead with the Auxil pitch and a specific ask for three merchant referrals in the $2M to $50M ARR band.
  2. Whitefish / Kalispell / MT regional merchants. Nicki knows Jarvis at Whitefish Marine and others. Local BC merchants are a soft-warm list. Ask Jarvis who else in the MT small-business orbit is on BC or WC with a real support inbox.
  3. Brock at Go Fish Digital. He manages BC merchant accounts and sees ticket volume daily. Ask him for three intros to his clients who complain about Gorgias or Zendesk costs.
  4. LinkedIn search. Filters: title contains "Founder" or "CEO" or "Owner" + "BigCommerce" in company description + 50 to 500 employees (proxy for $2M to $50M ARR). Cold-to-warm outreach with the template below.
  5. BC merchant Slack and Facebook groups. The "BigCommerce Merchants" Facebook group has ~10K members. Post-then-DM strategy (see Google Ads rules for posting style: helpful, not salesy).
  6. WooCommerce community forums + BuildWP. Same play, different tribe.

Design partner outreach template

Subject: Quick question from another BigCommerce merchant Hi [First name], I run Mountain View Hearth Products, a 15-year-old BigCommerce store with 33,000 SKUs. I built Auxil because every support platform in our space was either built for Shopify or priced like we all have enterprise budgets. Auxil is an AI-native customer support platform, BC and WC first. It is about to go live with our own store as the anchor, and I am opening 2 design partner slots for other BC merchants with real support volume. What design partner means for you: - Free access through beta (6 months minimum) - Direct line to me on product direction - A named reference or case study if the platform delivers, optional and only if you are comfortable What I need from you: - Honest feedback on what works and what does not - 1 to 2 calls a month for 30 minutes each - Access to your support inbox so the AI can train on your patterns (same privacy controls your team already has) Would you be up for a 20-minute call next week? I will not try to sell you anything. If it is a fit we will talk. If not I will hand you back to your Monday. Nicki Covey Founder, Auxil nicolette@stove-parts-unlimited.com 406-272-9850

30-day traction build schedule

Week Milestone Actions
Week 1 MVHP live beta, Mom signed Ship MVHP into Auxil production. Send mom the one-page partner MOU. Email BC partner team. Email Brock. Draft LinkedIn outreach template.
Week 2 20 LinkedIn outreaches, 5 BC-partner intros requested Send 5 LinkedIn asks per weekday (20 total). Follow up BC partner team. Post in BC Merchants FB group. Ask Adam for 3 BC intros.
Week 3 5 to 8 discovery calls, 2 LOIs pending Hold discovery calls. Convert 2 of 5 to design partner conversations. Send one-page MOU to the hottest 2.
Week 4 3 design partners total, first reference screenshots Close design partner 3. Capture screenshots, CSAT scores, ticket resolution metrics from MVHP. Prep into deck V2.

6.Investor Target List

Strategy: angels first, funds second. Angels close in 2 to 4 weeks on a SAFE. Funds close in 6 to 12 weeks. Given runway, angels write the first $250K to $500K of the round and legitimize the SAFE cap. Funds stack on top in Days 26 to 60.

Angels (Priority A, start Week 1)

Target profile: has written a $25K to $100K check before, is a former e-commerce or SaaS founder, speaks category fluently, can give a warm intro to a fund. Mix of local MT / regional angels, e-commerce founder-angels, and syndicate leads.

Name / Source Profile Why they write Source of intro
BigCommerce executive alumniFormer BC VPs and directors (last 3-5 yrs)Know the merchant pain personally, often invest in app ecosystemLinkedIn, BC partner team intro
BigCommerce corp dev (strategic angel)BC corp dev leadStrategic signal alone can move a round. Does not need to be big checkBC partner program contact
Klaviyo alumni angelsEarly Klaviyo team who exited after the IPOClosest living playbook for "e-commerce infra SaaS + founder-market-fit"LinkedIn + mutuals via BC network
Gorgias alumni (non-active)Former Gorgias execs no longer employedKnow the problem from the incumbent side, often angel-invest in next-genLinkedIn cold-warm
Zendesk alumniFormer Zendesk PM/eng leadsSeen the retrofit-AI problem from inside, ready to bet on AI-nativeLinkedIn
Shopify alumniFormer Shopify commerce teamCross-platform commerce interest, often write small-to-mid checksLinkedIn + syndicate warm
MVHP vendor executivesUS Stove, HNG, Enviro, other brand executives Nicki already knowsWarm personal relationship, belief in NickiDirect
Inc 5000 alumni networkOther Inc 5000 honorees in e-commerceShared credential, many angel-invest in peer alumniInc 5000 alumni groups + LinkedIn
BigCommerce Partner Advisory CouncilApp developers who have built inside BC ecosystemClosest peer group to AuxilBC partner team intro
Brock (Go Fish Digital) networkAgency principals with merchant clientsAlready sees the problem daily; Brock can identify 2-3 angels in his orbitDirect
Jason Calacanis / LAUNCH syndicateHigh-visibility SaaS angelWrites $25K-$100K solo + larger via syndicateApply via LAUNCH Angel
AngelList syndicates (SaaS / e-comm)Lead-backed syndicates like Sahil Lavingia, Elad Gil, Naval-adjacentCan move $100K-$500K quickly post-leadAngelList direct
Tope Awotona (Calendly) personal angelSaaS founder who angel investsSMB SaaS thesis alignmentAngel list / LinkedIn
Laura Behrens Wu (Shippo) personal angelE-commerce infra founderShipping + support are adjacent pain pointsLinkedIn
Will Larson (Carta/Stripe alumni)Engineering leader, SaaS angelAI tooling + SaaSLinkedIn
Band of Angels (Silicon Valley)Oldest seed angel groupCollective writes $250K-$750K checksMember referral, apply to present
Pacific Northwest Angel NetworkNorthwest regional angelsRegional pride + SaaS appetiteApply direct
Montana Angel NetworkLocal regional angel groupMT-based founder, regional investment thesisDirect apply
Frontier Angels (MT / Rockies)Rocky Mountain angel groupRegional preference alignment, founder is MT-basedDirect apply
Female Founder Collective / All Raise syndicateWomen-founded company focused angelsBonus thesis alignmentApply + warm intro
Placeholder note. Specific individual names above (Calacanis, Awotona, Behrens Wu, Larson) are well-known SaaS angels who write into this category. Confirm active-angel status before sending any cold outreach. Nicki should cross-reference her LinkedIn network for 1st and 2nd-degree connections and prioritize those first.

Seed funds (Priority B, open pipeline Week 3)

Fund Category Thesis fit
Commerce VenturesVertical commerceDirectly funds commerce infra SaaS. Auxil is a perfect fit.
Costanoa VenturesVertical SaaS / AISMB SaaS with AI-native thesis. Repeat category backers.
Forerunner VenturesConsumer / commerceConsumer and commerce infra. Founder-market-fit is their language.
Equal VenturesVertical SaaSSMB / vertical SaaS, picks AI-native category leaders.
Stage 2 CapitalGTM-focused seedBacks seed SaaS with clear GTM signal. Sales-ops background.
XYZ Venture CapitalCommerce / infraCommerce and SaaS seed. Writes $500K-$2M.
HomebrewGeneralist seedStrong SaaS track record. Solo or small-team positive.
Uncork CapitalGeneralist seedSMB SaaS thesis, classic seed lead profile.
Susa VenturesData-heavy seedData-driven SaaS thesis; per-tenant RAG architecture and category specialization fit their lens.
Precursor VenturesPre-seed / seedUnderrepresented founders + solo-founder friendly.
Initialized CapitalGeneralist seedKnown to back capital-efficient AI-native teams.
Conviction (Sarah Guo)AI-nativeActively funds AI-native category leaders. Press narrative fit.
Basis Set VenturesAI + dataAI-first infra seed. Exact thesis match.
Radical VenturesAI-nativeApplied AI deep-tech; backs AI-first category resets.
South Park CommonsPre-seed / soloCommunity of technical founders; welcomes solo and atypical team shapes.
Foundation CapitalEarly-stage SaaSSaaS and B2B software. Check size flexible.
Work-BenchEnterprise SaaSBias toward enterprise; pursue if Path C upside gets traction.
Afore CapitalPre-seed specialistFirst-check friendly, SaaS / AI agnostic.
Hustle FundPre-seedFounder-led fund, fast yes/no on SMB SaaS.
Lightspeed Venture Partners (seed practice)Multi-stage, seed activePotential lead if a signal round builds. Tend to follow Commerce or Costanoa.
BigCommerce corporate strategicStrategicPlatform alignment. Even a small check is a marketing signal.
Salesforce VenturesStrategicService Cloud adjacency. Long sales cycle but strong follow-on.
Klaviyo VenturesStrategicE-commerce stack adjacency; founder-market-fit language is their pitch too.
ZoomInfo Ventures / Intuit VenturesStrategic SMB SaaSDistribution fit for the Starter and Growth tiers.
Sequencing logic. Open with the 3 angels most likely to say yes in a week (MVHP vendor execs, Inc 5000 peers, personal network). Use first-commit momentum to unlock angel group meetings (Band of Angels, Montana Angel Network). Parallel-track Costanoa, Commerce Ventures, and Conviction as the first 3 fund conversations. Those three together cover the whole thesis ground and will tell you within a week whether the deck resonates.

7.Pitch Deck Outline (12 slides)

  1. Title / tagline. "Auxil. AI-native customer support for BigCommerce and WooCommerce merchants." Logo, URL, one-line value prop.
  2. Problem. E-commerce support is broken. Retrofitted AI bolted on old helpdesks, Shopify-first incumbents leaving BC and WC merchants underserved, pricing shock at scale. Include the Sierra handoff failure example (abstracted) as the "AI drops the baton" case study.
  3. Solution. Auxil is AI-native, BC/WC first, priced per-resolution, zero-config onboarding. Two modes: autonomous responder + Assist copilot. Confidence scoring routes between them.
  4. Why now. 2026 is the AI-first reset of the category. Incumbents are mid-pivot (Kustomer down-round, Gorgias AI doesn't run on BC, Zendesk is a bolt-on). First team with an AI-native product, BC/WC depth, and pricing structure matched to SMB wins the next 5 years.
  5. Product demo. Live screenshot walkthrough. MVHP inbox, confidence score, auto-resolution, handoff with full context preserved. Side-by-side with the Sierra failure mode.
  6. Market size. ~100K+ BC and WC merchants addressable, $5B+ TAM on customer service software, ~$2B SAM on SMB+mid-market commerce. Bottom-up from pricing tiers.
  7. Business model. Three-layer pricing. Base plan + per-resolution AI + Assist add-on. Gross margin 93-94% on Sonnet. Real ACVs: $2.8K Starter, $16K Growth, $48K Pro, $60-200K Enterprise.
  8. Traction. MVHP live beta, 2 to 3 design partners signed, soft LOI count, CSAT from MVHP, first resolution-volume metrics.
  9. Competition. Full table from section 3. Anchor on BC/WC native depth, sub-8-agent pricing structure, and AI-first architecture.
  10. Team. Nicki Covey, merchant-turned-founder. 15+ years running a BigCommerce store, Inc 5000 honoree, built Auxil to solve her own pain. One line at the bottom: "AI-assisted engineering for capital efficiency. First engineering hire post-seed."
  11. Financials. Path B scenario to $100M ARR. Burn model, 12 to 18 months of runway from $1M to $2M, milestone mapping.
  12. The ask. $1M to $2M SAFE, valuation cap to be finalized (working range $8M to $15M). 12 to 18 months runway. Milestones: 20 paying customers by month 6, 75 by month 12, first $1M ARR run-rate by month 15, Series A ready month 18.
The team slide is Nicki-centric, period. Do not put "Solo + AI" as a headline. The solo+AI language belongs in one sentence at the very bottom of the team slide or spoken aloud only if asked. The moat is 15 years of merchant credibility, MVHP as a live anchor design partner, BC/WC native depth, and AI-first architecture. Capital efficiency is a footnote.

8.Data Room Checklist

Build the data room in Google Drive or a purpose-built room (DocSend, Papermark, Notion page with password). Structure it for self-serve diligence so investors who want to move fast can do so without 5 back-and-forth emails.

Required (must have by Day 20)

  • Pitch deck V2 PDF
  • Executive summary (2-page)
  • Cap table (current + post-SAFE model)
  • SAFE template (standard YC post-money form)
  • Valuation cap rationale memo (1 page)
  • Financial model: revenue, costs, burn, 18-month cash flow
  • Competitive landscape doc (section 3 expanded)
  • Product roadmap (next 12 months)
  • Architecture diagram + tech stack summary
  • Pricing structure + unit economics spreadsheet
  • Customer/design partner list with logos and references
  • C-Corp certificate of incorporation + bylaws
  • IP assignment agreement (Nicki to Auxil entity)
  • Trademark filings (Auxil wordmark + logo, if filed)
  • Founder bio + LinkedIn link + Inc 5000 verification

Strong-to-have (by Day 40)

  • MVHP beta metrics (tickets processed, CSAT, resolution rate, time-to-resolution)
  • Signed design partner MOUs or LOIs (non-binding intent)
  • Customer testimonial quotes (even informal, from beta users)
  • Sierra handoff case study (anonymized)
  • BigCommerce app listing status
  • Key vendor contracts (Mailgun, Anthropic, Stripe, DO)
  • Security and privacy posture (encryption, access controls, TOTP, audit logging already shipped)
  • GTM plan (content, BC partner program, LinkedIn, direct outbound)
  • Hiring plan (first eng hire, customer success, part-time ops)

Nice-to-have (if time)

  • Recorded 3-minute product demo video (Loom)
  • Press coverage clippings (once PR ships)
  • Customer case study PDFs
  • Board-ready quarterly plan template

9.Risk Register (VC objection pre-empts)

Objection Answer
"You are a solo founder. What about engineering scale?" "I use AI as an engineering force multiplier. It is how I got to a shipped platform in weeks instead of quarters. My first senior engineer hire closes with this round. The moat here is not code; it is 15 years of merchant context, MVHP as a live anchor design partner, and a BC/WC-native architecture incumbents would have to rewrite to match. Code is table stakes in this category."
"Kustomer and Gorgias are funded to the teeth. Why do you win?" "Kustomer just took a 75% down round. Their entry floor is $8,544 a year. Gorgias AI Agent literally does not run on BigCommerce. I am not fighting on the battleground they care about. I am serving the 100,000+ BC and WC merchants they chose not to serve."
"Customer support is a red ocean." "Legacy support is red. AI-native support is a greenfield category being reset in real time. Every incumbent is mid-pivot with bolt-on AI on old data models. The founders who reset the category in 2026 own the next decade."
"How do you win with zero name recognition against Sierra?" "Sierra is selling to Gap. We are selling to 100,000 BC merchants and the tail of WooCommerce. Different buyer, different price, different integration surface. And Sierra just surfaced every authenticated data point to a customer and then dropped it all on human handoff. We are building the platform where that does not happen."
"Why BigCommerce and WooCommerce instead of Shopify?" "Because Shopify is the saturated game every funded team is playing. BC has 50K+ active merchants and is under-served. WC has 5M+ stores and is almost entirely ignored by AI-native support. Starting where competition is absent is not a weakness, it is the thesis."
"You mention MVHP as a design partner with 980GB of data. Does that data give Auxil a cross-merchant advantage?" "No, and I want to be clear about that. MVHP's knowledge base is hearth-industry specific (parts manuals, fitment data, stove-specific support threads). It doesn't generalize to other merchants. What MVHP proves is the platform handles enterprise-scale knowledge bases in production, and per-tenant RAG isolation works. Each Auxil merchant builds their own RAG from their own data, scoped to their tenant. The 980GB is a capability proof, not a training-data moat."
"What if OpenAI or Anthropic builds this themselves?" "They could, but they are building horizontal foundation models. The vertical wedge is e-commerce merchant workflow, BC OAuth, ShipHero ties, catalog sync, order actions, returns logic. That is merchant software, not model weights. If anything, foundation players become better underlying infrastructure; Auxil is the application layer."
"Your round is small. Can you get to Series A?" "$1M to $2M funds 12 to 18 months. Series A milestones: $1M ARR run-rate, 75 paying customers, 2 verticals proven, first engineering hire scaled to a team of 3. That is the Series A story for commerce infra in 2026."
"What is the AI moat if every team has Claude?" "The moat is not Claude. The moat is the data layer plus the merchant context. Claude is interchangeable with whatever model lands next. Auxil's architecture is model-agnostic: Haiku, Sonnet, Opus routed by confidence. The asymmetry is training data, merchant knowledge, and platform fit."
"Whitefish, Montana. Can you hire and scale from there?" "I have been running a 15-year Inc 5000 business from Whitefish. Remote-first is the 2026 default. First senior eng hire can be anywhere. I will visit Bay Area / NYC quarterly for investor updates. Location is a wash now."

10.60-Day Timeline (compressed)

Compressed from a classic 90-day plan because runway does not allow 90. Every week is budgeted. If a week slips, re-plan the tail. Do not cascade delays.

Days 1-10: Foundation + angel outreach start

  • Close MVHP live beta launch (Big C finishes remaining P0 items)
  • Angel outreach Wave 1: 10 warm targets (vendor execs + Inc 5000 peers + local MT angels)
  • SAFE template ready (standard YC post-money form, fill with placeholder cap)
  • Pitch deck V1 (12 slides from outline in Section 7)
  • Legal cleanup: C-Corp confirmation, cap table in Carta or spreadsheet, IP assignment doc signed
  • Data room V1 stub on Drive (deck + exec summary + SAFE template + cap table)
  • Mom signed as design partner #2

Days 11-25: Design partner closing + angel meetings

  • Close design partner 3 via BC Partner Program or LinkedIn outreach
  • Hold 8 to 12 angel meetings
  • Target first checks signed: $100K to $250K by Day 25
  • Pitch deck V2 with first traction metrics from MVHP beta
  • Data room V2 (add: design partner references, MVHP beta metrics, product demo video)
  • Set valuation cap on SAFE based on early angel feedback (working $8M to $15M range)
  • Angel group application(s): Band of Angels, Montana Angel Network, Frontier Angels

Days 26-45: VC fund warm-up and parallel pitch

  • Open VC pipeline: 15 to 20 fund targets (Commerce Ventures, Costanoa, Conviction, Homebrew, Susa, Basis Set, etc.)
  • Parallel pitch meetings: 3 to 5 first-meetings per week by Week 6 to 7
  • Collect fund objections into a shared doc; iterate deck weekly
  • Progress update to existing committed angels every 10 days (builds momentum, unlocks more angel asks)
  • First soft fund commitments targeted by Day 45

Days 46-60: Close

  • Parallel-track any term sheets or SAFE commitments still open
  • Close remaining angel SAFEs
  • If a fund lead emerges, bring in the valuation cap and sign
  • Announce close only after everything is signed and wired
  • Target total SAFE closed: $1M to $2M by Day 60
  • First senior engineer hire search opens Day 60

11.Next Steps This Week (from DC)

Concrete items Nicki can do from the plane or hotel. Each one is self-contained. No dependency on being back at her desk.

  1. List 20 angel candidates. From memory and LinkedIn: ex-Shopify, ex-BC, ex-WC, ex-Klaviyo, ex-Gorgias, ex-Zendesk alumni she knows directly or through one degree. MVHP vendor execs. Inc 5000 alumni peers. Two Montana local angels. Rank them 1-3 on likelihood of yes.
  2. Sketch the team slide draft. Nicki-centric. Bullet list of MVHP track record, Inc 5000, MVHP as live anchor design partner stress-testing the platform, 15 years in category. One line at the bottom only about capital efficiency. No "Solo + AI" framing.
  3. Email mom about being a design partner. One-paragraph ask. "I want you to be one of three design partners for Auxil. It means 30 minutes twice a month, free access for 6+ months, and a named reference if it goes well. Say yes by Friday and I will send the one-page MOU."
  4. Research Adam’s and Paz’s networks for BC merchant intros. They are not design partners, but Adam (CFO consultant) likely knows 3 to 5 retail businesses he works with, and Paz (school) may have parents who run local e-commerce. Ask each for two intros.
  5. Pre-read Venture Deals chapters 1-3. Financing Rounds, Overview of a Term Sheet, Valuation. Skip everything about preferred stock mechanics for now (SAFE skips most of it). Focus on: pre-money vs post-money, cap vs discount on SAFE, pro-rata rights.

12.Open Questions

Decisions Nicki needs to make before or during the raise. Working defaults in parentheses.

  • Final SAFE round target. Working: $1M to $2M. Lock by Day 10.
  • Valuation cap on the SAFE. Working: $8M to $15M post-money cap. Lock by Day 15 based on first 3 angel conversations.
  • Angel allocation vs VC allocation mix. Working: $500K to $750K angels, $500K to $1.25M funds. Adjust if a fund wants lead allocation.
  • Dilution tolerance. SAFE at $10M cap + $1.5M raise = ~15% dilution. Standard seed is 20-25%. You are tighter than that, which is fine.
  • Strategic angels (BC corp dev, Klaviyo alumni). Include them? Yes, but only if they can close quickly. Slow strategic processes waste time in a 60-day window.
  • Timeline for first engineering hire post-close. Working: search opens Day 60, first hire signs Day 90 to 120 post-close.
  • Geographic flexibility. Stay in Whitefish. Quarterly trips to Bay Area/NYC only as needed.
  • Big C's role in the raise narrative. Big C is Claude Cowork, not a cofounder. One-line mention of AI-assisted engineering is the entire extent. No human cofounder language anywhere.
  • Whether to name Gap / Banana Republic in the Sierra handoff story. No, not publicly. Abstract to "a national apparel retailer." Keep the specific names to private investor conversations only if they ask for evidence.
Plan built April 24, 2026. Source memory: memory/facts/auxil_vc_strategy.md, auxil_current_state.md, auxil_pricing.md, auxil_vs_pages.md, kustomer_competitive_analysis.md, sierra_ai_handoff_gap_incident.md.
Password-gated. Do not share publicly until Nicki approves.