Investor-Facing Summary

CloneMe Executive Summary

Building the definitive enterprise AI workforce platform. A unified operating system for agentic labor.
Vision

The Future of Enterprise AI

CloneMe is building an enterprise AI Workforce platform designed to deploy intelligent AI teammates that can communicate, reason, and take action across business systems. The company's core thesis is that enterprise AI adoption has thus far underdelivered because most tools function as assistants rather than true workers: they improve isolated tasks but do not materially change labor economics, organizational throughput, or enterprise-wide performance.

CloneMe is positioning itself to solve this gap by enabling companies to deploy autonomous, customizable AI worker—"Clones"—that function across departments, channels, and workflows, supported by multi-agent orchestration and no-code skill creation.

The company is not positioning itself as another AI assistant or chat interface. Rather, it is aiming to become a unified operating system for agentic labor.

Market Opportunity

A $4.7 Trillion Opportunity

The market opportunity presented by CloneMe is substantial. The company identifies approximately 45 million addressable U.S. workers across target functions including customer support, product, sales, administration, talent, research, and marketing, representing an estimated $4.7 trillion in annual salary base. From this, the company defines a serviceable opportunity of 4.5 million workers / $470 billion, based on replacing or augmenting the bottom 10% of workforce performance, and narrows to a Service Obtainable Market of 900,000 workers / $23 billion, assuming a 20% clone-to-human ratio and 95% cost reduction.

45M
Addressable U.S. Workers
$4.7T
Annual Salary
Base
4.5M
Serviceable
Workers
$470B
Serviceable
Market
900K
Obtainable
Workers
$23B
Obtainable
Market
TAM / SAM / SOM Breakdown
Total Addressable Market (TAM)
45M workers
$4.7T
All target functions across the U.S. workforce
Serviceable Addressable Market (SAM)
4.5M workers
$470B
Bottom 10% of workforce performance eligible for augmentation
Serviceable Obtainable Market (SOM)
900K workers
$23B
20% clone-to-human ratio at 95% cost reduction
Platform

Product & Platform Differentiation

CloneMe differentiates itself through what it describes as a three-part platform architecture: conversational agentic workers, multi-agent orchestration, and an AI skill creation engine. Its platform is designed to let enterprises create, provision, govern, and optimize AI teammates that are capable of carrying out real work, not just generating content.

01
Conversational Agentic Workers

Enterprise-grade AI teammates that carry out real work, not just generate content. Each Clone has a defined persona, communication style, and domain expertise tailored to the role it fills.

02
Multi-Agent Orchestration

Seamless coordination between tools helps operators manage more complex workflows without needing a supervisor to manage every detail. Making work life easier for users.

03
AI Skill Creation Engine

No-code skill creation lets enterprises provision, govern, and optimize AI teammates capable of handling complex, multi-step tasks across any department or function.

Business Model

Business Model & Scalability

CloneMe's strongest feature is the scalability of its commercial model. The company combines a freemium onboarding layer with tiered SaaS pricing, enterprise subscriptions, professional services, and future ecosystem monetization. Enterprise configurations may also support dedicated environments, premium SLAs, and custom integrations, which can increase average contract value and retention over time. Additional revenue opportunities include premium onboarding and consulting, skill marketplace revenue share, API monetization, white-label licensing, and partner-led platform expansion.

Revenue Streams
Freemium onboarding layer
Tiered SaaS pricing
Enterprise subscriptions
Professional services
Premium onboarding & consulting
Skill marketplace revenue share
API monetization
White-label licensing
Partner-led platform expansion
Enterprise Features
Dedicated environments
Premium SLAs
Custom integrations
Increased average contract value
High retention rates
Usage-based growth expansion
Improving gross margins
Strong expansion dynamics
Financial Projections

Financial Projections & Capital Raising

The financial profile reflects a high-growth software platform with improving margins and significant operating leverage. The projections assume the company can secure over 700 corporate accounts by YE 2026 and generate large revenue gains from customer growth and usage growth. The company also anticipates strong efficiency gains, with revenue per employee rising from $74.5K in 2026 to over $1.05 million by 2029, alongside estimated valuation expansion from $100 million in 2026 to over $1.0 billion in 2029.

While ambitious, these assumptions are directionally consistent with a software-plus-services model and recent AI valuations that expects scale benefits from usage-based growth, improving gross margin, and strong expansion dynamics once enterprise adoption takes hold.

82%
Target Gross Margin
700+
Corporate Accounts (2026)
12000+
Corporate Accounts (2029)
20x
Revenue Growth (4yr)
$1B+
2029 Valuation Target
2026
Rev/Employee
$74.5K
Est. Valuation
$74.5K
2027
Rev/Employee
$320K
Est. Valuation
$350M
2028
Rev/Employee
$680K
Est. Valuation
$650M
2029
Rev/Employee
$1.05M+
Est. Valuation
$1.0B+
Capital Raising

SAFE Investment

To achieve these objectives, CloneMe will raise a $20M+ Series A round and likely a follow-on Series B round to match or exceed that funding. The $4M SAFE round is an opportunity for Individual and Seed Funds to participate in the Company's investor base prior to the institutional financings.

$4M
SAFE Round
Individual & Seed Funds
$20M+
Series A Target
Institutional Financing
Series B
Follow-on Round
Match or exceed Series A
Leadership

Leadership & Execution

Our Team: Experienced and Proven

The leadership team is another strength in the story. CloneMe highlights a senior operating group with experience across AI, engineering, enterprise sales, operations, finance, and marketing, including Chairman and Founder Chad Steelberg, COO & Co-founder Scott Bogdan, CFO & President Marc La Magna, and CRO Steve Kost, supported by a veteran engineering team with AI experience, and marketing leadership.

Chad Steelberg has personally co-founded multiple successful start-ups, including AdForce (sold to CMGI), dMarc Broadcasting (sold to Google) and Veritone (IPO in 2017, ticker "VERI"). Scott Bogdan has worked with Chad at all three of these ventures, and Marc La Magna has worked with both dMarc Broadcasting and Veritone.

Chad Steelberg
Founder | Chairman

Chad Steelberg has personally co-founded multiple successful start-ups, including AdForce (sold to CMGI), dMarc Broadcasting (sold to Google) and Veritone (IPO in 2017, ticker "VERI"). A visionary AI pioneer and serial tech founder, Chad brings decades of experience driving innovation across enterprise technology, media, and artificial intelligence. His track record spans building and scaling companies from inception through major liquidity events.

Scott Bogdan
Co-Founder & COO

Scott Bogdan has worked with Chad at all three of these ventures: AdForce, dMarc Broadcasting, and Veritone. A creative strategist and driver of operational excellence and AI-powered innovation at CloneMe, championing efficiency, collaboration, and a relentless pursuit of breakthrough results. Ex-Veritone, Google, and dMarc.

Marc La Magna
CFO | President

Marc La Magna has worked with both dMarc Broadcasting and Veritone. An experienced leader and investor with deep expertise in technology ventures, scaling early- and mid-stage companies through intelligent automation, enterprise innovation, and strategic capital formation.

Steve Kost
CRO

Revenue-focused leader blending sales, marketing, and strategy to accelerate growth across AI, tech, and professional services. Steve is responsible for building CloneMe's commercial engine and establishing the company's presence across target enterprise segments.

Garrett
VP of Engineering

Highly technical, hands-on CTO with over 10 years experience leading software teams to success. Garrett brings deep engineering leadership and a proven track record of building scalable, production-grade platforms from the ground up.

Bill Barnes
AI Lead Engineer

Experienced software engineer with 15 years in secure product development, data privacy, and compliance across PCI, HIPAA, and ISO standards. Bill leads CloneMe's AI engineering efforts with a focus on building secure, enterprise-grade systems.

Stephanie Quinn
Chief Marketing Officer

A results-driven CMO who excels in crafting and executing strategic growth initiatives that harness the power of AI to drive measurable business impact. With a proven track record of success across multiple industries, Stephanie focuses on delivering outcomes that enhance revenue, streamline operations, and elevate customer engagement. Her leadership is centered on fostering a collaborative, high-performance culture where teams are empowered to push boundaries and achieve exceptional results. With a passion for combining strategic thinking with cutting-edge technology, she is committed to solving complex challenges and driving continuous progress, creating scalable, data-driven solutions that not only meet but exceed business objectives, always keeping an eye on the future of AI in marketing.

Advisory Board & Ambassadors

Bringing deep expertise in enterprise transformation, AI innovation, and organizational leadership.

CloneMe benefits from the industry and technology experience of its Advisory Board, which provides counsel and networking
opportunities to the company. In addition, CloneMe has assembled a network of Brand Ambassadors to help with its enterprise sales
efforts.

Clark Golestani

"CloneMe.com represents the future of the global workforce — powered by extraordinary technology that's as intuitive as it is intelligent. It's not just automation; it's augmentation at its finest, where human potential meets machine precision. Simply put, it's amazing — the kind of innovation that defines what's next."

John Lucas

"I'm genuinely excited to work with Chad, Scott, Steve and the entire CloneMe team to realize their vision. The time for real (and lasting) transformational change is upon us. Those organizations, both large and small, who grab this opportunity will separate themselves in both the marketplace and workplace."

Thomas Lokar, PhD

"CloneMe has a world class team building an AI platform that anyone can use and optimize as a individual or as an enterprise, globally. I am seeing great value with colleagues and their firms after implementing CloneMe. A total game changer and transformative AI technology"

Ambassador
Chad Steelberg

"The business landscape is evolving faster than ever. Organizations are defining future of work initiatives to address growing business and workforce complexities. CloneMe Clones offer a transformative AI capability to enable workforce knowledge and create super performers across an organization."

CloneMe presents an ambitious enterprise AI venture. The company is pursuing a large category opportunity at the intersection of generative AI, enterprise automation, and agentic labor. Its investor appeal rests on four pillars: a bold but coherent product vision, a large and economically attractive addressable market, early proof of commercial traction, and a financial model that—if executed—will produce high-margin, venture-
scale returns.

We believe CloneMe has the potential to emerge as a category-defining enterprise AI platform company.

For more information, contact
Marc J. La Magna
President & CFO
+1 917.685.1601
mlamagna@clone.me