Confidential April 2026 Angel + Pre-Seed

Five Independent Ventures.
Patent-Pending IP.
Four Live MVPs.

A portfolio across physical-world tech, entertainment, SaaS, and developer tools. Each product stands alone. Any one win returns the fund.

View One-Sheet Summary →
5
Ventures
4
Live MVPs
245+
Patent Claims
$68B+
Combined TAM
Round opens April 2026.  YC Post-Money SAFE. Min $25K check.
Portfolio at a Glance

Five markets. Five cap tables.
Any one wins.

Each product is independent. Separate IP, separate market, separate exit. Investing in one does not include the others.

Total Addressable Market by Product

SprayIt — Social Media Management$32.5B
22–25% CAGR
Source: Fortune Business Insights, SkyQuest, MarketsandMarkets (2025)
Inventor Forge — IP Legal Services$17.2B
7.7% CAGR → $36B by 2035
Source: Future Market Insights (2025)
Revert — Mobile Device Management$9.7B+
18.5% CAGR
Source: Precedence Research, Fortune Business Insights (2025)
Replayable — Recommendation Engines$9.15B
33.06% CAGR → $38.18B
Source: Grand View Research, Mordor Intelligence (2025)
QR Camo — Physical-to-Digital Attribution$1.6–6.1B
Across 16 verticals
Source: Internal market sizing, 16 target verticals
QR Camo / SVIN
Stage
Live MVP
TAM
$1.6–6.1B
IP Filed
245+ claims · 2 provisionals · Federal copyright on 2D artwork
Vehicle
Standalone — $1M on $10M cap
Replayable
Stage
Live MVP
TAM
$9.15B
IP Filed
Patent pending + trade secret
Vehicle
Replayable Studios — $500K–750K
SprayIt
Stage
Live MVP
TAM
$32.5B
Vehicle
Replayable Studios
Inventor Forge
Stage
Live MVP
TAM
$17.2B
Vehicle
Replayable Studios
Revert
Stage
Concept
TAM
$9.7B+
Vehicle
Replayable Studios
Venture 1 of 5

QR Camo / SVIN

Scannable Visual Interaction Network — physical-to-digital infrastructure platform

What It Is

QR Camo patterns embedded in physical objects — apparel, packaging, event materials — route to dynamically-controlled digital destinations via a server-side decision engine.

The $180B offline advertising market has zero attribution. SVIN makes every physical surface a trackable, programmable, interactive node.

Status
Live — qrcamo.pages.dev · routing worker active · 4 demo brands deployed
IP
245+ claims across 2 provisional patent applications (Mar 19 + Mar 28, 2026). Federal copyright registration on QR Camo 2D artwork (U.S. Copyright Office).
Patent Deadline
Non-provisional conversion due March 19, 2027. Hard. Enforcement rights crystallize at conversion.
Business Model
B2B SaaS licensing + patent licensing
Exit Targets
Sprinklr, Snap, ByteDance / TikTok Shop, Digimarc, InkBox, apparel brands

What's Novel — Patent Claims

Multi-code lattice on a single object (Claim 1) Hundreds of independently-routable codes in one aesthetic pattern. Not one QR = one link.
Dynamic routing on static objects (Claim 2) Pattern never changes. Destinations change server-side post-print, post-deployment.
Network attribution chain (Claim 30) Wearer earns when a stranger scans their gear. Physical referral network. Novel in physical goods.
Context-aware routing (Claims 15–17) Same code, different content — by time, location, device, or scan history.

QR Camo / SVIN — Revenue Projection (B2B SaaS + Licensing)

Year 1 — Pilot SaaS contracts$300K
Year 2 — B2B scale + early licensing$1.2M
Year 3 — Full licensing + patent enforcement$3.5M

Verified Comparable Companies

Beaconstac (now Uniqode)
$25M Series A
Jan 2023 — Telescope Partners + Accel. $10M ARR at funding.
Same buyer universe as SVIN. Single-code dynamic QR only — no lattice, no attribution.
Source: TechCrunch — Jan 17, 2023
Digimarc (NASDAQ: DMRC)
$138.5M mkt cap
$33.9M TTM revenue. Physical watermarking + digital watermark QR.
IP-first licensing model. SVIN can mirror the same revenue structure.
Source: GuruFocus — April 2026
Venture 2 of 5

Replayable

Gamified Movie Taste Engine — swipe-based discovery, 63K movies, patent pending

What It Is

Swipe-based movie discovery with a proprietary taste algorithm, gamification (trivia, streaks), and passive preference capture. Every swipe builds a taste profile. Every interaction is data.

Status
Live MVP — replayable.pages.dev
Stack
Flutter web · Riverpod · Python scrapers · SQLite
Database
63K movies · 533K cast · 121K people · 60K+ quotes · 3K trivia questions
IP
Patent pending + trade secret (quote DB + difficulty scoring algorithm)
TAM
$9.15B — 33.06% CAGR to $38.18B by 2030 (Grand View Research)

Unit Economics

ARPU
$5.50 / month weighted (Pro $4.99, Pro+ $9.99)
Churn
6% / month — entertainment app benchmark
LTV
$91.67 per paying user
LTV : CAC
1.9 : 1 at launch → 4.5 : 1 Year 2 as organic referral kicks in
$1M ARR Target
Month 15 — 12K paid users + $17K/mo data licensing
Data Buyers
Netflix, Amazon, JustWatch — proven B2B taste-data market

Verified Comparable

Letterboxd
~$50–60M
Acquired by Tiny — September 2023 (60% majority stake). 17M users, ~$19M ARR at acquisition.
No gamification, no recommendation engine, no proprietary data model. Replayable's swipe mechanic is a superior data-collection flywheel on the same catalog foundation.
Source: Variety, Deadline, NZ Herald — September 2023
Venture 3 of 5

SprayIt

"Don't Just Say It" — 18-platform social media distribution. Guided setup agent is the moat.

What It Is

Multi-platform social media posting covering 18 platforms including dev-specific channels (Dev.to, Bluesky, Reddit, Hashnode) that Buffer and Hootsuite don't support. Guided AI setup agent dramatically lowers onboarding friction.

Status
Live MVP · some platforms need re-auth before public launch
TAM
$32.5B — 22–25% CAGR (Fortune Business Insights, 2025)
ARPU
$24 / month blended (Creator $12, Business $29, Agency $79)
LTV : CAC
16 : 1 (5% churn, LTV $480, CAC $30)
$1M ARR Target
Month 12 — ~3,500 paid users at $24 avg ARPU

Platform Coverage vs. Competitors

SprayIt18
From $12/mo · Dev platforms included
Hootsuite~10
$99/user · No dev platforms
Sprout Social~10
$199/seat · No dev platforms
Buffer~8
$5/channel · No dev platforms

Verified Comparable

Buffer
$31.1M revenue
$23.3M ARR (Dec 2025) · 69,760 paying customers · $9.1M total raised
No dev platforms. SprayIt targets the same buyer at lower entry price with 2x platform coverage.
Source: Latka — 2025
Venture 4 of 5

Inventor Forge

Free invention prep + professional matching. Inventors pay nothing. Attorneys pay for prepared leads.

What It Is

Free invention documentation, prior art search, patentability self-assessment, and attorney matching for independent inventors. InventHelp charges $5K–$10K upfront with a documented 99.86% failure rate. Forge charges inventors nothing — revenue comes from the professional supply side.

Status
Live MVP
TAM
$17.2B — 7.7% CAGR to $36B by 2035 (Future Market Insights)
Inventor CAC
$2–$5 (free tool + SEO — "how to patent an idea" is a high-volume keyword)
Attorney ARPU
$275 / month base · $499 / month Firm tier
Attorney LTV
$6,875 (4% churn)
LTV : CAC
23 : 1 to 46 : 1
$1M ARR Target
Month 18 — 200+ vetted professionals on platform

Competitive Positioning

Inventor Forge
Free intake · Pro matching · $0 upfront for inventor
InventHelp
No free intake · No pro matching · $5,000 – $10,000+ upfront
LegalZoom
No free intake · No pro matching · $264+ upfront
USPTO Pro Bono
Income-qualified intake only · Limited matching · Free

Verified Comparable

Avvo
~$650M valuation
Last known valuation 2015. Acquired by Internet Brands 2018 (price undisclosed).
Tools + matching network for legal professionals. Never gave legal advice — same model structure as Inventor Forge, different vertical.
Source: GeekWire, Seattle Times — 2018
Venture 5 of 5

Revert

Android system rollback tool. ADB prototype on Samsung S23+. No direct consumer competitor exists.

What It Is

Android application for reverting device OS state. ADB prototype built and tested on Samsung S23+. Concept stage — pre-launch, no patent filed yet. Included as upside optionality. Excluded from Year 1 projections.

Status
Concept · ADB prototype · Pre-launch
TAM
$9.69–$15.75B Mobile Device Management. Android 57% share = $5.5–$9.0B addressable (Precedence Research)
Model
Free on Play Store · $2.99/mo premium · $4.50 blended ARPU
LTV : CAC
37.5 : 1
$1M ARR Target
Month 20 — 15K consumer paid + 8 enterprise accounts

Opportunity

No direct consumer competitor exists.

3.9–4.5 billion active Android devices globally. First-mover advantage if non-root rollback is achievable for mainstream devices.

Biggest risk: root/ADB requirement may limit initial TAM to power users.

Verified Comparable — MobileIron
$872M
Acquired by Ivanti — December 2020 (27% premium).
Enterprise MDM — device state management for IT departments. Revert targets the consumer side of the same unsolved problem.
Source: BusinessWire — December 2020
Financial Projections

Replayable Studios Revenue Model

Bottom-up unit economics across 4 products. QR Camo is a separate entity with its own projections above.

Aggregate Revenue — Base Case (4 Products)

Year 1$1.47M
Conservative case: $680K
Year 2$5.6M
Conservative case: $2.35M
Year 3$14.5M
Conservative case: $5.5M

Year 3 Revenue Mix — Base Case ($14.5M total)

SprayIt$5.5M · 38%
Replayable$3.5M · 24%
Inventor Forge$3.0M · 21%
Revert$2.5M · 17%

Unit Economics by Product

Replayable
ARPU / mo
$5.50
Churn
6%
LTV
$91.67
CAC
$3.50
LTV : CAC
1.9 : 1 → 4.5 : 1
$1M ARR
Month 15
SprayIt
ARPU / mo
$24.00
Churn
5%
LTV
$480
CAC
$30
LTV : CAC
16 : 1
$1M ARR
Month 12
Inventor Forge
ARPU / mo
$275 (attorney)
Churn
4%
LTV
$6,875
CAC
$150–$300
LTV : CAC
23 : 1 to 46 : 1
$1M ARR
Month 18
Revert
ARPU / mo
$4.50
Churn
8%
LTV
$56.25
CAC
$1.50
LTV : CAC
37.5 : 1
$1M ARR
Month 20

Combined Path to $1M ARR — Base Case

$1M combined ARR = $83,333 / month. Base case crosses between Month 9 and Month 10.

Month 3$13,800 MRR
Month 6$50,250 MRR
Month 9$111,750 MRR
Month 10 — $1M ARR CROSSED$133,000 MRR
Month 12$179,500 MRR
The Ask

Two Investment Vehicles

Both open simultaneously. Investing in one does not include the other.

QR Camo / SVIN
$1,000,000
InstrumentYC Post-Money SAFE
Cap$10M pre-money
Discount20% on next priced round
Min Check$25,000
MFNYes — standard
AggregationAngelList RUV available
Use of FundsNon-provisional patent filing · fabric scan testing · first B2B pilots
Replayable Studios
$500K – $750K

Covers Replayable, SprayIt, Inventor Forge, Revert

InstrumentYC Post-Money SAFE
Cap$8–10M (set with lead investor)
Discount20% on next priced round
Min Check$25,000
MFNYes — standard
AggregationAngelList RUV available
Use of FundsiOS build (Replayable) · SprayIt re-auth + growth · Forge marketing
Why Now

Three reasons this round is time-sensitive.

Patent Clock Running

Non-provisional conversion deadline is March 19, 2027. Hard. No extensions. Pre-filing equity is the cheapest it will ever be. Enforcement rights crystallize at conversion.

Five Uncorrelated Bets

Physical-world QR, entertainment, social SaaS, IP services, Android device management. One wins. One win returns the vehicle.

Verified Comparables

Every product has a real, named, priced comparable — Beaconstac $25M, Digimarc $138.5M, Letterboxd ~$50–60M, Buffer $31.1M revenue, Avvo ~$650M, MobileIron $872M.

The Founder

Eric Dennis

Inventor · Builder

Five products built solo. IP filed and owned outright. No co-founders. No previous rounds. No runway pressure.

The portfolio doesn't require every product to win. It requires one. One win returns the vehicle.

15-Year Track Record
Social movement with federal trademark — This Is A Good Sign
245+ Patent Claims
Across 2 provisional applications filed March 2026
Contact
Contact

First check opens the round.

Wire details, SAFE docs, and data room on request. Min $25K per vehicle.

eric@thisisagoodsign.com
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