Meridian
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Investor brief

Own the layer
above the calendar.

Meridian is the scheduling agent that sits above every calendar and every booking tool. Our wedge is the negotiation itself — the multi-turn back-and-forth that Calendly, MS Bookings, and Cal.com all punt to email. Our long-term asset is the availability graph — a proprietary dataset of when people actually meet, learned from every meeting we touch.

$1M
Year-1 ARR target
$10M+
Year-3 ARR target
$2.5M
Seed check, leading
22
Months of runway on plan

Traction trajectory

Pro GA at Month 6, Team at Month 9, Enterprise at Month 18. PLG virality via the $1 Starter tier and the "Scheduled by Meridian" signature on outbound emails.
M0M3M6M9M12M15M18M21M24

ARR (projected, $K) vs. months from public launch

Unit economics (blended, Year 3)

~$14 blended ARPU

Starter dominates the first two quarters; mix shifts to Pro + Team as organic spread lands via the add-in + Slack bot.

~80% gross margin

LLM inference deflates from ~15% of cost at launch to ~5% by Y3. Calendly's cost base doesn’t do that.

<$50 CAC on Pro

Email signature virality + Gmail/Outlook add-in distribution. No SEM in Year 1.

4x+ LTV/CAC steady state

Preference + agent memory drive retention above SaaS median. Protocol adoption compounds.

Defensibility ladder

  1. 01

    Data (scale effects)

    Availability + relationship graphs. Better with every meeting we touch, including ones hosted by incumbents.

  2. 02

    Network (ASP)

    Open agent-to-agent protocol. Published + governed internally for 12–18 months, donated to CalConnect once adoption exists.

  3. 03

    Switching costs

    Preference model that follows a user across jobs; deep CRM / ATS integrations; agent memory per counterparty.

  4. 04

    Counter-positioning

    Calendly can’t ship an open protocol without commoditizing its own booking pages. Microsoft can’t ship a cross-tenant layer without conceding the boundary. We can.

Risks & mitigations

  • Incumbent AI features

    Expected within 6–12 months of our public launch. Our response is the protocol and the graph, not feature parity. Accelerate; do not match.

  • Platform risk (Google / Microsoft)

    Diversify early across both + CalDAV; stay high-value enough that the platforms prefer partner to clone (Grammarly + Docs template).

  • LLM reliability for calendar writes

    Deterministic guardrails on every calendar write; confirm-before-send policy on first N meetings with a new counterparty; every write is reversible in 24h.

  • Privacy framing

    Availability graph is opt-in, aggregated, k-anonymized. No raw data ever sold.

Ask

$2.5M seed at a $12M post, 21% round. Use of funds: hire 5 (3 eng, 1 DR, 1 GTM), ship Gmail Marketplace listing + M365 Outlook add-in, publish ASP v1.0 with 3 implementers committed. Next round 15–18 months out at $10M+ ARR.

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