Three revenue lines, in the order they come true. The arithmetic is here so you can redo it, and the part we have not proved yet is named in the same breath as the part we have.
Two of these are software subscriptions with ordinary economics. The third only exists because of what the first two build, which is a network of people who reliably turn up.
Any product whose users would be better off knowing each other. One embed, every city, unlimited users. It is under a grand on purpose: it sits inside a manager’s discretionary spend, so the person who wants it can buy it without a procurement cycle, and it sits next to the $8,000 to $33,000 a month the same job costs as a hire.
A thousand customers is a real sales motion, not a viral one. This line pays for the network, it does not by itself get us to a hundred million.
Products with member bases in the hundreds of thousands to millions. Oura has around five million paid members on roughly $1.5 to $2 billion of 2026 sales. Charging that company $999 is not a discount, it is a signal that the thing is a toy, and it loses money on the curation at that scale. Price on how many people we are programming for.
These are six to nine month sales cycles with security reviews. Which is why the SDK ships pinned versions, a documented CSP and a browser test that runs cross origin.
Once the same network reliably puts thousands of verified people into real rooms every week, being present at those gatherings is worth money to brands, and it is worth more than an impression because it is a person who showed up. This is the line that takes the company past what software subscriptions alone reach.
We will not sell this until attendance is real and repeatable. Selling it early would mean promising rooms we cannot fill, which kills the other two lines.
Every step below is in production today. The first thousand customers should be able to find it, try it, install it and pay for it without speaking to anyone here.
Four seats, in the order the company needs them. Bands and equity are public on the careers page, because a role without a number is a wish rather than a job.
Including the one we cannot answer yet. If a page like this only contains questions it wins, it is marketing.
This is the open question and we say so. It is why the near term plan is not more features, it is ten real gatherings in New York with the number who came recorded honestly. Everything else about this company is unprovable until that number exists. The design decision that helps most is the supply rule: gatherings happen at free, public, walk in places, so not showing up costs nobody anything and there is no deposit, no list and no host waiting.
Both are tools that wait for somebody to have an idea. Soul decides what to run, programs it every week without being asked, and does it inside their product in their brand. The thing being replaced is not a piece of software, it is the community lead they were about to hire.
They can build a gathering for their own users. They cannot build the one thing that makes this work at their scale, which is a network that already contains other companies’ people in the same city. A company building in house starts with an empty room in every market at once, and an empty room is not a cheaper version of a full one.
Nothing, and we do not claim otherwise. There are no patents and none pending. What is not copyable is the record of who actually turned up, which only exists because the gatherings already happened, and the position across many companies, which is what lets one gathering belong to two brands at once.
The product is live and working: partner boards, an SDK with pinned versions and a cross origin browser test, real OAuth connectors, a payment path that mints a key from a Stripe webhook. What we do not have yet is paying logos or an attendance record. We would rather say that than dress a demo as revenue.
Two things changed. An agent can now read what a group of people are into and program something specific and good for them, weekly, in a city it has never seen, which is what previously required a person on payroll in every market. And loneliness stopped being a soft topic and became something companies measure in retention.
Because the network compounds across customers instead of within one. Every company that installs Soul makes the matching better for every other company’s users in the same city. No single company’s community tool gets that, and it is the only reason a hundred million dollar outcome is available here rather than a good lifestyle business.
Not features, not logos, not a deck. Ten gatherings in New York with an honest count of who came and who came back. Everything on this page is either already running or waiting on that number, and we would rather tell you which is which.
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