Seed Round Overview
Operational Snapshot, Market Position, Financials, and Growth Strategy
Essential Investor Talking Points
Key insights for discussing our market opportunity and growth strategy
Market Gap
$65B Managed Repair Ecosystem — no operating system
Product Fit
Operating Infra That Connects Homeowners, Carriers, and Restoration Contractors.
Clients
18 Live Offices. 44 Scheduled For Onboarding from Paul Davis, ServPro, and ServiceMaster.
Carriers
3 File Acceptance Pilot Programs.
Integrations
Recover Scope — Xactimate Estimate Pipeline Partnership.
Business Model
SaaS + Embedded Job Process Rails. $2.8k/Month/Office + 3% Blended Margin On In-Flow Material + Labor Payments.
$65B Managed Repair Ecosystem
The managed repair channel has no operating infrastructure. Recover fills that gap.
Market Size
$900B+
U.S. reconstruction / restoration spend
$65B
North America Managed Repair Claims
$10B
Reachable with Recover's current model
Industry Insight
- •90% of built-environment spend is repair, not new build
- •Industry still operates on disconnected tools and manual compliance
Positioning
Unit Economics per Restoration Franchise
One-customer view of job fees, marketplace take rates, and spend assumptions
Customer Overview & Key Assumptions
$5.5M / year
20% of revenue
30% of revenue
$2,800 / month per office
Job-Based Marketplace Revenue
Customer Economics & Acquisition
$770
$1,200
1 mo initial / 3 mo mature
< 10%
CAC + CTO is recovered by time of completed onboarding maturity. Churn is less than 10% due to significant time and capital investment upfront.
Revenue Scaling by Office Count
Blended revenue of $7,500/mo per office — ARR at key milestones
Fundraising & Financial Overview
Key Metrics Driving Growth and Investment Potential
Recover Inc.
Revenue-generating SaaS / rails platform
Pre-Seed SAFE
$3M
$15M
20%
Compliance, Support, Security
18 Months
Month 12
~$4M
~$8M
Rolling
Product Architecture
Explore the layers powering workflows, management, insights, commerce, and predictive intelligence
| Layer | Function | Primary User |
|---|---|---|
| Field | Capture, record, and document site conditions and data in real time | Technicians / Laborers |
| Frontline | Technician workflow: guided inspection, moisture data, photo capture, psychrometrics logging | Field Techs |
| Ridgeline | Job management + compliance tasks + estimate export (Xactimate/Symbility) | PMs / Coordinators |
| Alpine | Executive dashboards: financials, performance, compliance | Owners / Carriers |
| Marketplace + Cash | Commerce + financing rails (materials, labor, job funding) | Contractors / Suppliers |
| Intelligence Graph | Predictive data spine for cost, drying time, and risk models | Recover Platform Core |
Competitive Differences
Comparing Market Focus, Workflow, Data, Monetization, User Base, and End Value
| Axis | Cotality | Verisk | Recover |
|---|---|---|---|
| Market | Design / Remodel | Enterprise Construction | Restoration / Reconstruction |
| Workflow | Lead → Design → Invoice | Pre-Con → RFI → Closeout | Loss → Mitigation → Compliance → Rebuild |
| Data | Marketing metrics | RFIs / Docs | Field telemetry & compliance signals |
| Monetization | Ads + Low-SaaS | Seat Licenses | SaaS + Marketplace + Financing |
| Core User | Homeowner | GC / PM | Technician → Carrier |
| End Value | Leads / Visibility | Project Oversight | Verified Outcomes + Payment Accuracy |
Legacy Stack Replacement
Compare legacy costs with Recover's all-in-one $5K solution that eliminates admin labor and generates profit
Legacy Stack
Recover
“Legacy apps charge $2,000 combined to give you another dashboard. Recover charges $5,000 to double the productivity of your $50,000 payroll.”
Strategic Allocation of Funding
Detailed breakdown of investment priorities and expected outcomes
| Category | % | Outcome |
|---|---|---|
| Engineering & Product | 35% | Cash v1, Marketplace v1, Graph v2 |
| Growth & Onboarding | 25% | Boot Camp → 100 offices |
| Compliance & Carrier Liaison | 20% | Recover File pilot + Adjuster dash |
| Infrastructure & Ops | 15% | Servers + Legal + Admin |
| Reserve Buffer | 5% | Liquidity insurance |
| Total | 100% | 15 mo runway, profitable by month 12 |
Execution Plan
Quarterly priorities and key deliverables aligned to accelerate expansion and funding milestones
| Quarter | Core Focus | Deliverables |
|---|---|---|
| Q1 2026 | Product Polish + Begin Raise | Cash v1, Marketplace v1 live in five offices with primary team. |
| Q2 2026 | Onboarding Acceleration | 24 active offices; Boot Camp program scaled, Carrier Pilots Open. |
| Q3 2026 | Compliance Expansion | Mature Verisk Integration + Live Carrier Acceptance of Recover File. |
| Q4 2026 | Marketplace Scale | Supplier APIs + Transaction volume >$5M/mo. |
| Q1 2027 | Financing Flywheel | Recover Cash yield >$2M revenue; prepare Series A. |
Key Investor Questions
Clear answers to common investor concerns for confident engagement
Why only $3M?
Enough to reach profitability + 100 offices without dilution; self-funded beyond.
How do you defend the $5K price?
It replaces 6 tools and 20 hours of labor per job — Recover is a profit engine.
Competition?
Verisk/Cotality = Embedded Powers with sizable gaps in service offering that they're not closing.
Gross margin?
~70% software, >80% by month 9 with rails margin.
Exit path?
CoreLogic / Verisk / ServiceTitan / Procore / PE (Vista, Accel-KKR).
Why now?
IICRC standards + carrier pressure = timing window for compliance automation.
Recover is the operating system for restoration and reconstruction. A trillion-dollar industry still runs on phone calls and Excel. We built Recover to replace that friction with a guided, compliant, data-driven workflow that connects field techs, project managers, and carriers. Our Marketplace and Recover Cash turn every job into a transaction stream, making the platform self-funding. We're raising $3M on a $15M cap SAFE to reach 100 offices, $6M+ ARR, and profitability in 2027. By next year, Recover will be the default standard for restoration workflows throughout the Paul Davis network and an emerging option in competing Franchise networks.