Go-To-Market Brief · he2.ai Prepared for A. Tapre · Neural Arc Inc.

A fabric, not another
chatbot. Helium earns
the workspace.

The world does not need another LLM wrapper. It needs a unified execution layer that replaces six subscriptions with one. This brief outlines the positioning, channels, and investor narrative to take Helium AI from paying pilot to category contender in twelve months.

$37.9M
3-Yr Revenue Target
250K
Y1 Organic Users
Intelligence in Motion● One workspace● Zero context switches● Helium replaces six tools● Intelligence in Motion● One workspace● Zero context switches● Helium replaces six tools●
01 · Market Landscape

You are not competing with OpenAI. You are competing with the six tabs every founder has open right now.

The category is collapsing. Users pay $20 each to Manus, Genspark, Perplexity, Claude, ChatGPT, and Canva, and still switch apps ten times a day. The buyer is ready for consolidation. Helium ships it.

Competitor
Genspark
$545M raised, $1.6B valuation. Mixture-of-agents. Strong on video and phone calls. Weak on brand and knowledge-base memory.
Competitor
Manus
Owned by Meta. Deep automation, reliability questions. Enterprise cannot commit to a platform with reported loop failures.
Competitor
Perplexity
Research-first. 19-model orchestration. Limited creative output. No brand engine. No presentation engine.
The Gap
Helium AI
Multi-model fabric plus brand plus presentation plus knowledge plus autonomous agents. One subscription. One context. Zero stitching.
Tangent
Canva + ChatGPT
The current default stack for SMBs. Two subscriptions, two logins, zero shared context. Helium collapses both.
Tangent
Flowith
Visual canvas workflow. Niche audience. Good reference for creative UX, not a direct threat.
02 · The Wedge

Four sharp claims. Everything else is noise.

Helium FABRIC AIM HELIX PRISM MANTIS BEES KB
WEDGE / 01
One fabric, six tools retired
ChatGPT for writing. Canva for design. Gamma for slides. Notion AI for notes. Manus for agents. Perplexity for research. Helium delivers all six through a shared memory layer. The cost comparison is brutal and that is the entire point.
WEDGE / 02
Model-agnostic by design
Kimi K2.5 as primary. Claude Sonnet as fallback. Gemini for images. Veo and Wan for video. You route to the best model for the job, not the one your vendor married. Buyers who have been burned by OpenAI lock-in find this language refreshing.
WEDGE / 03
Brand memory, not just task memory
Prism holds the brand. Mantis ships the deck. Every output stays on-brand without re-uploading a style guide for the hundredth time. This is the feature Gamma and Canva cannot ship without rebuilding from the kernel up.
WEDGE / 04
Priced for the global SMB
Free lifetime tier. Startup at $15. Pro at $35. Teams at $80 per seat. Helium Bees at $99. The pricing ladder reaches the India, MEA, and Southeast Asia markets that US-first competitors price out of relevance.
03 · The Scorecard

What a winning year looks like.

These are the numbers to report to the board every 30 days. Miss two in a row and the plan gets rebuilt.

250K
Free Users · Year 1
8%
Free to Paid Conversion
$55
Blended ARPU · Month
40
Enterprise Pilots Signed
04 · The Playbook

Four phases. Twelve months. Zero fluff.

Each phase has one question it must answer before the next starts. Ship, measure, move.

01
Month 1 to 3
Found Narrative
  • AI Unfiltered IG channel, 3 posts weekly
  • Founder podcast tour, 12 shows
  • Launch "Helium replaces six tools" page
  • Publish LetzPocket case study
  • Seed 50 creators with Pro accounts
02
Month 4 to 6
Distribute Proof
  • Product Hunt launch, top 3 of day
  • AppSumo lifetime deal, capped at 5K
  • YouTube integrations with 10 builders
  • AI for Cause scaled to 200 NGOs
  • First 10 enterprise pilots closed
03
Month 7 to 9
Scale The Wedge
  • Partner with 3 regional SIs in MEA
  • Helium Bees vertical templates ship
  • Paid acquisition on LinkedIn + Reddit
  • Teams plan becomes majority of revenue
  • Close seed round at $8M pre-money
04
Month 10 to 12
Earn The Category
  • Ship Helium API for developers
  • First industry analyst briefings
  • Public benchmarks vs Manus, Genspark
  • $100K MRR run rate locked in
  • Series A conversations begin
05 · Acquisition Channels

Six channels. Ranked by cost per paying user.

Run all six. Double down on the three that clear target CAC by month three. Kill the rest without sentiment.

01 · Organic $0 CAC
Founder-led Content
AI Unfiltered on IG and LinkedIn. Raw founder POV. Build-in-public screenshots. Contrarian takes on AI hype. The goal is 50K followers by Q3.
Target · 30K qualified visits monthly
02 · Earned $0 CAC
Podcast Circuit
12 shows in 6 months. Not the All-In tier. Mid-audience founder pods where a 45-minute conversation converts 4% of listeners to trial.
Target · 8K signups across tour
03 · Product-led Low CAC
100 Lifetime Prompts
Free tier with enough rope to demonstrate the fabric. The product does the selling. Pro upsell triggers at prompt 80, not at a paywall.
Target · 8% conversion to paid
04 · Community Low CAC
AI for Cause + NGO network
Free enterprise tier for 200 NGOs across healthcare, education, climate. Every case study earns three warm intros to corporate CSR buyers.
Target · 15 enterprise intros monthly
05 · Partner Mid CAC
Regional SI Partners
DCS MOU in MEA. Add one SI each in Southeast Asia and the UK. White-label optional. Revenue share, not referral fees.
Target · $400K partner-sourced ARR
06 · Paid High CAC
LinkedIn + Reddit Ads
Start month four, after organic proves message. LinkedIn for Teams plan. Reddit for Pro. Paid search is a trap for this category.
Target · CAC below $90 blended
06 · The Investor Story
"Every knowledge worker is about to replace six subscriptions with one fabric. Helium ships that fabric today, priced for the rest of the world, with paying customers and an enterprise beachhead already in revenue."
RoundSeed
Ask$1.5M
Pre-money$8M
Runway18 months
AnchorLetzPocket · £79K
Exit pathSeries A · Q4 26
Why Now

Consolidation fatigue is real

SMB buyers pay for six AI tools and cancel four within 90 days. The switch to a unified fabric is happening with or without you. First-mover pricing matters more than first-mover technology.

Why Us

Ship velocity + global pricing

Helium shipped AIM, Helix, Prism, Mantis, Bees, Teams, iOS and Android in under 18 months. Competitors with 400x the capital cannot ship at $15 a month without destroying their own unit economics.

Why Safe

Revenue before round

LetzPocket signed at £79,000. DCS MOU locks MEA exclusivity. The seed round funds distribution, not discovery. The product works, paying customers prove it, the question is only how fast.

07 · First 90 Days

What to ship, week by week.

This is the operating rhythm. Every Friday, report green, yellow, red on each item. No status theater.

Week 1 to 2
Narrative lock
Final messaging. Homepage rewrite. Founder video. One sharp sentence.
Week 3 to 4
Creator seeding
Pro accounts to 50 operators. Track who ships a screenshot within 7 days.
Week 5 to 6
PH launch prep
Hunter lined up. Assets ready. Teams plan as headline feature.
Week 7 to 8
Go live
Product Hunt. AppSumo soft launch. LinkedIn ads test budget $5K.
Week 9 to 10
Case studies
LetzPocket and 3 early adopters. Video and written. Gated against email.
Week 11 to 12
Investor deck v2
Rewrite deck with real Q1 metrics. Begin 30 investor conversations.
Ready to take he2.ai from proof to category?
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