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DominionOS
Multi-Asset Capital Intelligence Platform
Confidential — April 2026
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The Problem
Institutional capital groups run on fragmented vendor stacks
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5–7 disconnected tools per fund — CoStar, ARGUS, Reonomy, Zillow, geo-risk platforms, regulatory databases, portfolio optimizers
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160+ analyst-hours/week consumed by manual data aggregation across systems that don't talk to each other
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6-week decision cycles while competitors with better data infrastructure close deals in 2 weeks
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$280K/year in vendor spend that produces fragmentation, not intelligence
Current Vendor Stack Cost
$25K–$280K/yr
Per fund, for tools that can't cross-asset optimize
Industry Pain
No platform orchestrates capital deployment across real estate, energy, and emerging markets. Each vendor owns one narrow vertical. The integration tax falls on the customer.
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The Solution
One platform for multi-asset capital intelligence
DominionOS replaces the fragmented vendor stack with a unified orchestration layer across real estate, energy, and emerging markets.
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Deal Pipeline Intelligence
Automated deal sourcing, screening, and underwriting across all asset classes. From 6-week cycles to 2-week decisions.
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Portfolio Optimization Engine
Cross-asset allocation optimization that no competitor offers. RE + energy + emerging markets in one model.
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Automated Compliance
Pre-integrated regulatory updates for 50+ countries. 8-week compliance reviews compressed to 2 weeks.
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Cross-Asset Analytics
AI-powered correlation analysis, geo-risk scoring, and predictive capital deployment across every market you operate in.
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Market Opportunity
$2.5T+ institutional TAM. Undefended niche.
No competitor owns cross-asset capital allocation for institutional investors. We sit at the intersection of 5 massive market segments.
| Segment |
AUM Range |
# Firms |
TAM |
| Mid-Market RE Capital |
$50M–$250M |
~1,200 |
$300M–$600M |
| Energy Portfolio Mgrs |
$100M–$1B |
~400 |
$120M–$400M |
| Multi-Asset Allocators |
$500M–$5B |
~200 |
$300M–$1.5B |
| Emerging Markets Funds |
$50M–$500M |
~300 |
$75M–$225M |
| National Pension Funds |
$10B+ |
~50 |
$300M–$1B+ |
Total Addressable Market
$1.1B–$3.7B
Annual software spend by institutional capital allocators
Year 1 Focus
50
Top firms by AUM targeted with ABM. 300+ conversations, 12–15 pilots, 3 paid anchor customers.
Competitive Window
18–24 mo
Before Parcl Labs or incumbents recognize and enter the cross-asset gap
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Product
Built for institutional capital operators
Live Dashboard
Deal flow pipeline — Kanban + analytics view
- Unified deal pipeline — Kanban board across all asset classes (RE, energy, infrastructure, emerging markets)
- Portfolio optimization engine — Cross-asset allocation models with real-time rebalancing signals
- Automated compliance — 50+ country regulatory frameworks, auto-updated
- AI-powered analytics — Geo-risk scoring, market correlation, predictive deployment timing
- Data consolidation — Replace 5–7 vendor tools with one unified data layer
- Institutional-grade security — SOC 2 Type II roadmap, encrypted at rest, role-based access
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Competitive Landscape
Nobody owns multi-asset orchestration
Every competitor is locked into a single vertical. DominionOS is the only cross-asset capital intelligence platform.
RE Coverage
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Energy Integration
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Emerging Markets
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Multi-Asset
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Outcome Pricing
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Pricing
$100–$500
/user/mo
$200–$2K
/mo + usage
$5K–$60K
/mo
$99–$299
/mo
$1–$3
/deal
$50K–$500K
/year
● Full
● Partial
● None
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Business Model
Outcome-based pricing: % of AUM
We profit when our customers' capital deploys successfully. No per-user penalty. No surprise costs.
| Tier |
AUM Range |
Annual Fee |
% of AUM |
| Starter |
$12.5M |
$50K |
0.40% |
| Growth |
$25M |
$87.5K |
0.35% |
| Scale |
$42M |
$125K |
0.30% |
| Enterprise |
$60M–$150M |
$150K–$250K |
0.25–0.20% |
| Mega |
$150M–$500M |
$250K–$400K |
0.20–0.15% |
Additional Revenue Streams
- Implementation fees — $25K–$100K one-time setup
- Premium support — $15K–$50K/year
- Data licensing — $5K–$150K/year
Why % of AUM Wins
- Natural expansion — Customer grows AUM, revenue grows automatically
- No seat penalty — Unlimited users (vs. Parcl's $60K+/mo at 50 seats)
- CFO-friendly — Fixed %, no surprise usage charges
- 3–5x premium vs. per-user SaaS because we're outcome partners
Emerging Markets Premium
+10–15%
Higher complexity justifies 0.45% baseline vs. standard 0.35–0.40%
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Unit Economics
Best-in-class SaaS metrics from day one
5.6:1
LTV:CAC (Mid-Market)
12.2:1
LTV:CAC (Enterprise)
>120%
Net Revenue Retention
Mid-Market Customer (5-Year LTV)
| Year | AUM | Annual Fee | Cumulative GM |
|---|
| Y1 | $12.5M→$15M | $50K | $37.5K |
| Y2 | $15M→$20M | $70K | $90K |
| Y3 | $20M→$28M | $98K | $163.5K |
| Y5 | $35M→$42M | $147K | $365.6K |
CAC: $65K → Payback: 20.8 months
Enterprise Customer (5-Year LTV)
| Year | AUM | Annual Fee | Cumulative GM |
|---|
| Y1 | $150M→$175M | $150K | $112.5K |
| Y2 | $175M→$210M | $180K | $247.5K |
| Y3 | $210M→$260M | $225K | $416.3K |
| Y5 | $310M→$360M | $315K | $855K |
CAC: $70K → Payback: 7.4 months
Blended CAC: $52.5K–$78.75K | ABM + direct sales to target 50 institutional funds | Churn: <5% annually
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Customer ROI
Payback in days, not years
Validated ROI math across 3 institutional personas. Conservative 0.5x multipliers applied to all upside estimates.
Mid-Market RE Capital
$500M AUM • 6 team members • US domestic
1,689%
Net ROI
DominionOS Cost
$95K/yr
Value Created
$1.6M/yr
Payback Period
~4 weeks
Analyst Hours Saved
6,760 hrs/yr
Vendors Replaced
3 ($25K saved)
Energy Portfolio Manager
$2B AUM • 6 team members • Emerging markets
1,949%
Net ROI
DominionOS Cost
$195K/yr
Value Created
$4.0M/yr
Payback Period
~11 days
Geo-Risk Assessment
4mo → 3wk
Vendors Replaced
3 ($80K saved)
Multi-Asset EM Fund
$3B AUM • 8 team members • 10–15 countries
1,764%
Net ROI
DominionOS Cost
$295K/yr
Value Created
$5.5M/yr
Payback Period
~13 days
FTE Freed
3–4 analysts
Vendors Replaced
7 ($280K saved)
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Financial Projections
$1.2M ARR → $18M ARR in 5 years
Annual Recurring Revenue (Base Case)
| Metric | Y1 | Y3 | Y5 |
|---|
| Customers | 3 | 18 | 40 |
| ARR | $1.2M | $5.4M | $18M |
| Gross Revenue | $1.3M | $6.5M | $20M |
| EBIT | -$285K | $2.3M | $10.7M |
| EBIT Margin | -22% | 35% | 54% |
Exit Valuation
$180M–$270M
10–15x SaaS multiple on $18M ARR at Year 5
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Go-to-Market
ABM-first with founder-led sales
Phase 1: Proof & Brand
Year 1–2 | Launch to $3M ARR
3–12 customers
Free pilot conversions. 50–60% discounts to lock annual contracts. Founder-led outreach to top 50 institutional capital groups. Build 1–2 billion-dollar-AUM case studies.
Phase 2: Scale
Year 2–4 | $3M to $10M ARR
18–28 customers
Hire VP Sales + team. Standard pricing (0.30–0.40%). Industry conferences (ICSC, NAREIT). Target 2–3 mega-fund partnerships ($500M+ AUM).
Phase 3: Enterprise
Year 4–5 | $10M to $18M+ ARR
40+ customers
White-label licensing ($250K–$1M/partner). Marketplace fees on brokered capital. National pension fund partnerships. Analyst recognition (Gartner, Forrester).
SALES APPROACH
Account-based marketing to identified CIOs and Directors of Capital Allocation. Personalized ROI models per fund. 90-day free pilot with 2–3 real deployment opportunities. Warm intros through Texas capital operator network.
15 yrs
Capital markets experience
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The Ask
Series A: $3M–$5M
$3M – $5M
Series A to capture the undefended cross-asset niche
$1.5M–$2M Sales & Marketing
$400K–$600K Infrastructure & Ops
$300K–$500K Working Capital
Path to Series B
$2M+
ARR milestone by Q2 2027
Series B Target
$8M–$12M
By Q4 2027 at $18M–$25M post-money
Y5 Valuation
$180M–$270M
10–15x SaaS multiple
Dominion Capital Group — 15 years of capital markets experience. Building generational wealth through strategic capital deployment across real estate, energy, and emerging markets.
Texas-based • Institutional focus • dominionos.com
30 minutes • No commitment • Tailored to your portfolio • Contact