THE CLEAREST PATH TO A $10M+ SOFTWARE EXIT in 2 YEARS (with AI and agents)
building an agency right now is one of the most interesting business moves
the productized agency had its moment in 2022. it collapsed because scaling humans is a nightmare. inconsistent output, people quitting, margins getting crushed. most of the founders (and creators) who tried it got burned and moved on
but the thesis was right. the labor problem is just solved now with AI, claude code, openclaw etc.
here's the actual playbook i'd run today:
pick one painful deliverable for one specific buyer. like SEO content for e-commerce brands doing $1M+ but not "marketing."
or like ad creatives for DTC brands spending $50k/month on meta. one thing. one customer. that's it
then you build the AI workflow behind it.
you're selling an outcome on a monthly retainer. $3-5k/month. 80%+ margins because your cost is compute and a few hours of QA
"BuT tHaT'S nOt a BiG bUsInnesS"
okay but you're still swinging for the fences
because the agency IS the research and development for your agent SaaS
every client is paying you to figure out what to automate. you're learning what breaks, what scales, what customers actually want.
by month 4 you know exactly what to productize. you build the software on top of the workflow you've already proven works and already have customers paying for
agency funds the agent SaaS. SaaS scales without the agency overhead. the clients become your first software customers
now let's talk about what this actually looks like financially
year 1: 10 clients at $4k/month. $480k revenue. 2 people. maybe $80k in costs including compute, tools, one part time VA. you're taking home $400k between two people while building the software in the background
year 2: you launch the software. your 10 agency clients are the first to convert. they already trust you. they've seen the output. you charge $800/month for the software version. now you have recurring software revenue AND the agency still running
year 3: agency is winding down or running on autopilot. software has 200 customers at $800/month. that's $1.9M ARR. 2-3 person team. 85% margins. you are now a very attractive acquisition target
the exit math is interesting. SaaS at $1.9M ARR with strong retention trades at 5-8x revenue. that's a $10-15M exit for something two people built in 3 years starting with zero VC
CAVEAT:
Startups are hard. A lot needs to go right.
But from a framework perspective, I think this probably the lowest risk, highest reward option for lots of of folks
and most of the businesses cost $0 to start
basically
this is the most capital efficient path to a software exit that exists right now
happy building
@davidalvarezdlt 100% con la reflexión, hay que estar en donde entiendas y se sienta uno cómodo, que dormirás mejor. Bastante tenemos ya por otros lados 😅. Feliz Navidad!
@davidalvarezdlt Eso es, una cesta ponderada. Si el BCE baja y la FED sube, se compensan según el peso que tenga cada uno. Justo, normalmente los grandes bancos centrales marcan una tendencia global similar…
@davidalvarezdlt Es lo que has dicho, los bonos también cotizan y su precio varía según lo que hagan los tipos (de manera inversa). Cuánto más duración tengan, más sensibles serán a esto. Si crees que los tipos bajarán, indexado a bonos a vto alto y au.
@marioarmentaart@JosepLluis26 Si son buenos, ¿porque 1 al día no? No entramos una vez al día (como mínimo) a x? Lo veo parecido, pero aún estoy 🍿 , no tengo opinión formada al 100%
@davidalvarezdlt@sanchezcastejon Ánimo. Solucionar problemas ocasionados por la regulación es una oportunidad para generar negocio, pero tmb es exposición a políticos 🫠. Mira de mientras ticketbai que ya está vigente.
@jacintofleta Les entrego su propia plataforma de test de su nicho con los bancos de preguntas ya generados gracias al material que me ceden a cambio de ese %, pero la pasarela es mi Stripe. Van (vamos) al mercado con la plataforma como si la hubieran hecho ellos mismos.
@jacintofleta Tema escalabilidad? Ahora mismo estoy en incrementar el mrr, los problemas/retos de 1 en 1 😂 no se que opinas. Aún asi, cada entrega tardo menos que la anterior.
@jacintofleta Aún tengo que validar, pero la hipótesis es que elimino la objeción del precio desde el inicio y desde que lo he anunciado así a mi lista de mailing, el número de interesados se ha multiplicado.
También confío en generar más de esta forma. Lo veremos.