Enterprise Customer Before Launch
Financial
Services
Award-winning forex brokerage
3 global offices
Starting ARR
$1,440
Annual Contract
10 seats · expanding
Asana + Notion
Replacing
Full platform switch
On-Premise
Deployment
Private server in Turkey
Teams work for their software, not the other way around
30%
of the workweek
wasted navigating
disconnected tools
Costing the global economy $1.3 trillion annually in lost productivity
Source: McKinsey Global Institute, 2023
Legacy Tools are "Systems of Record"
Platforms like Asana, Monday, and Notion are just passive digital filing cabinets. They require constant, manual human input just to keep the status updated.
AI is bolted on, not built in
Existing PM tools add AI features as afterthoughts. They track tasks — they don't execute them.
The Prioritization Tax
When everything is marked "urgent," nothing is. Teams lose an average of 2.1 hours daily to context-switching, and it takes 23 minutes to regain focus after a single interruption — making manual prioritization across 50+ tasks unsustainable.
Sources: Asana Anatomy of Work Index, 2024; UC Irvine Gloria Mark Research
Legacy tools track tasks. Formilist executes them.
Formilist is an AI Execution Agent — a unified workspace powered by agentic AI — one that doesn't just organize your work, but autonomously manages, prioritizes, and executes it in real time.
01
Unify
Boards, tasks, calendar, chat, notes, mind maps, and documents — all in one AI-native workspace. No more tool switching.
02
Automate
Formilist's AI Execution Engine — built on large language models and agentic workflows — autonomously prioritizes tasks, predicts blockers before they surface, and generates daily team focus plans. No prompting required.
03
Execute
Real-time two-way sync with Slack, Notion, Trello, Jira, and Google Workspace. The system acts, not just suggests.
What You Need to Believe
To invest in Formilist, you need to believe three things:
01
AI execution replaces passive project management.
Teams will move away from tools that require manual status updates and toward AI-native systems that prioritize, coordinate, and execute work automatically.
02
SMB adoption is the fastest entry point.
AI-forward professionals, small teams, and remote-first teams will adopt best-in-class workflow tools without lengthy procurement cycles.
03
Owned distribution plus enterprise deployment capability creates a defensible moat.
Our proprietary 2,500-person warm pipeline gives Formilist a near-zero CAC launch channel, while on-premise deployment opens regulated enterprise expansion.
Three Steps to Intelligent Execution
Connect
Formilist syncs with your existing tools — Slack, Notion, Trello, Jira, Google Workspace — with real-time two-way sync. Everything in one place.
Analyze
The AI Execution Engine processes tasks, deadlines, dependencies, workload, and team behavior to generate intelligent priorities and daily focus plans.
Execute
The system updates tasks, manages boards, schedules events, surfaces blockers, and keeps teams aligned — automatically recovering 23% of lost productivity.
Everything Your Team Needs. One Platform.
Unified AI Workspace
Boards, tasks, calendar, notes, mind maps, and documents in one intelligent workspace. Eliminates tool fragmentation completely.
AI Execution Engine
Prioritizes tasks, manages workflows, predicts blockers, and generates daily focus — automatically. Moves from tracking to doing.
Deep Two-Way Sync
Real-time bidirectional integrations with Slack, Notion, Trello, Jira, and Google Workspace. Your tools stay connected.
Voice AI Agent
Speak naturally — Formilist creates, assigns, and reorganizes tasks from voice commands. The fastest way to capture work.
Time & Doc Intelligence
Automatic time tracking and contextual AI understanding of files and project history. Solves the biggest gaps in legacy PM tools.
On-Premise Deployment
Deploy on private servers for regulated industries. Full data sovereignty for financial, healthcare, and government clients.
This is what execution looks like.
One AI-native workspace that knows your priorities, drafts your standup, and keeps your team moving — no manual input required.
$38B+ Market, Growing at 23% CAGR
Sources: Statista 2024 (PM tool user base); Asana/Monday.com public pricing averages;
Grand View Research 2024 (23% CAGR)
Formilist targets the shift from passive project management to AI-native work execution. Today, over 80 million professionals globally use tools like Asana, Monday, Notion, and ClickUp. At ~$480/year per user, this represents a $38.4B addressable market.
Our initial wedge is AI-forward SMB adoption: 15M professionals, small teams, and remote-first teams that adopt best-in-class tools without long procurement cycles — a $7.2B serviceable market.
Our launch channel is a proprietary 2,500-person warm pipeline built through our own platforms at near-zero CAC. At 15% conversion, this supports ~375 paying users at near-zero CAC, complemented by ~585 additional paid digital users — together driving ~$329K in Year 1 recognized revenue.
In parallel, on-premise deployment creates enterprise expansion upside. Our first regulated financial services customer deployed Formilist pre-launch with 10 seats at $12/seat/month, representing $1,440 ARR, with branch expansion underway.
Formilist enters through fast-adopting SMB teams and expands into regulated enterprise opportunities through on-premise deployment.
Legacy Tools Track Tasks. Formilist Executes Them.
| Category | Asana / Notion / Monday / ClickUp | Formilist |
|---|---|---|
| Core architecture | Passive systems of record | AI-native execution engine |
| AI role | Assistant, add-on, or copilot layered onto existing workflows | Autonomous prioritization and workflow execution |
| User behavior | Users still create, update, and maintain the system | System updates, prioritizes, and coordinates work |
| Workflow model | Task tracking and project visibility | Real-time work execution and focus planning |
| Deployment | Primarily cloud-first SaaS | Cloud SaaS + on-premise deployment for regulated teams |
| Learning curve | Requires onboarding, training, and workflow adoption | Executes from day one — no manual setup required. |
Timing + Team = Unfair Advantage
Why Now
SaaS fragmentation has hit a breaking point — average enterprise uses 130+ apps
AI has shifted from assistants to autonomous agents — the market expects execution
Legacy PM tools were not built for real-time AI-native workflows
Regulated industries ($15T+ of global economy) have limited AI PM solution they can deploy on-premise
Why Us
Product is fully built — not a roadmap, a working AI execution agent
Enterprise customer secured before launch — validating immediate demand
On-premise deployment capability — a market most SaaS companies ignore
Proprietary 2,500-person warm pipeline — the Nivafy AI audience that validated Formilist's standalone potential. Near-zero CAC launch channel we own and control.
Formilist began as the project execution layer inside Nivafy AI. It proved strong enough to stand alone — we spun it out, kept the audience, and followed the pull.
Simple SaaS Pricing with Enterprise Expansion
Freemium acquisition funnel → SaaS subscription core → per-seat team expansion → enterprise annual contracts
Free
$0
/month
- · 1 project
- · 100 AI credits/mo
- · Basic task management
- · Single board view
Standard
$39.99
/month
- · 20 projects
- · 2,000 AI credits/mo
- · GPT-4 task suggestions
- · Voice AI agent
- · Mind maps
Premium
$59.99
/month
- · Unlimited projects
- · 5,000 AI credits/mo
- · Advanced AI suggestions
- · Full feature access
Team
$20
/user/mo
Minimum 2 seats ($40/mo)
- · Everything in Premium
- · Team boards
- · Real-time collaboration
- · Admin analytics
- · Role permissions
Built, Validated & Already Generating Revenue
Built
- · Full AI-native execution engine built end-to-end
- · Unified workspace: boards, tasks, calendar, chat, notes, mind maps
- · Voice AI agent, document intelligence, time tracking
- · Two-way Trello sync + integrations framework (Slack, Notion, Jira)
Validated
- · Enterprise pilot secured in regulated financial services — pre-public launch
- · Award-winning forex brokerage · 50K+ clients · 3 global offices · multiple international branches
- · 10 seats live on-premise · full team expansion + inter-branch referrals in pipeline
- · $1,440 ARR at launch · client name available upon request under NDA
Next 90 Days
- · Public beta launch & waitlist activation
- · First 10 SMB paying subscribers + pursue additional enterprise on-premise contracts
- · Iterate AI execution engine on real behavior data
- · Activate proprietary 2,500-person warm pipeline — expanding paying user base
12 Months
- · 865+ active subscribers (~$774K ARR)
- · 3+ enterprise on-premise contracts in regulated industries
- · Proprietary pipeline fully activated — near-zero CAC acquisition channel live
- · Series A preparation with revenue-backed metrics
Operators Who Build and Ship
Ali Morsh
CTO & Founder
Built Formilist's entire AI platform solo — from zero to live beta
- Architected the full AI execution engine, microservices, and cloud infrastructure
- Production Web3 experience — built Chain of Legends and Luxrare NFT marketplace
- Full-stack expertise across AI systems, AWS, Kubernetes, and Docker
- Designed for enterprise-grade scalability from day one
Mary Ali
CEO & Co-Founder
Serial entrepreneur · 2 exits · $150M+ budgets · $450M Investment portfolio
- 16+ years scaling high-growth ventures across logistics, media, and tech
- Grew logistics startup to $7M revenue across 5 states
- Scaled operations to 200+ staff across multiple ventures
- Operator-investor with deep enterprise and institutional relationships
Formilist began as the execution layer inside Nivafy AI. When it proved strong enough to stand alone, we spun it out, kept the audience, and followed the pull. Two separate entities, two separate funding paths, one focused team.
Path to Profitability by Year 2
Key Assumptions
- Blended SMB ARPU: $78/mo
- Monthly churn: 5.5% (Baremetrics 2025)
- Enterprise: avg 22 seats · $12–18/seat/mo
- CAC: ~$0 warm pipeline · ~$204 paid digital
| Metric | Year 1 (2026) | Year 2 (2027) | Year 3 (2028) |
|---|---|---|---|
| Total Revenue | $329K | $2.67M | $7.54M |
| ARR (Year End) | $774K | $3.95M | $9.97M |
| Total Expenses | ($668K) | ($2.26M) | ($6.05M) |
| EBITDA | ($339K) | $413K | $1.49M |
| Net Income | ($342K) | $207K | $580K |
| Active Users | ~865 | ~4,516 | ~11,378 |
Year 1 breakdown: 2,500 warm pipeline × 15% = 375 converts · ~585 paid digital users · 5 enterprise deals · 960 total signups · ~865 active by Jan'27 · ramp-adjusted → $329K
Raising Seed Round to Accelerate SMB and Enterprise Growth
Raising
$1M
Seed Round
24 Months of runway
$6M Pre-Money | $7M Post
EBIT Break-Even: Q3 2027
Investors receive 14.3% equity (Class A)
Use of Funds
Sales & Marketing
SMB digital acquisition (Y1–Y2) · Enterprise outreach launching Q4 Y2 · conferences, direct sales, regulated industry relationships
Working Capital & Operations
Enterprise onboarding, support, and on-premise deployment services
Product & Engineering
AI model improvements and integrations based on enterprise feedback
Operations & Legal
Company formation, contracts, compliance, and overhead
Let's build the future of AI-powered work execution.
Mary Ali (CEO-Founder)
Email: [email protected]
Phone: +1 (626) 430-8096
WhatsApp: +1 (626) 430-8096
Ali Morsh (CTO-Cofounder)
Email: [email protected]
Phone: +1 (626) 483-5070
WhatsApp: +1 (626) 483-5070