INVESTOR RELATIONS

Building the Infrastructure for
the Resilient AI Economy

Luminary is pioneering the coordination layer for agentic AI — where creators build, package, and monetize intelligent workflows, and enterprises discover and deploy with confidence.

$157B
TAM by 2030
10+ Years
Deep Tech R&D
2026
Global Launch
4 Layers
Full Stack Platform
MARKET OPPORTUNITY

The Resilient AI Economy

A massive, fragmented market ready for coordination infrastructure

$157B

Total Addressable Market

AI agent platforms, marketplaces, and orchestration infrastructure by 2030

$41B

Serviceable Addressable

Enterprise AI workflow orchestration and coordination platforms

$8.2B

Serviceable Obtainable

Initial target: enterprise workflow automation and AI marketplace

The Evolutionary Arc

1

2023-2024: The Model Wars

LLM providers compete on performance and cost. Fragmented tooling. No coordination layer. The "wild west" phase.

2

2025: Agentic Platforms Emerge

Early orchestration tools appear. Enterprises demand governance. Market realizes coordination infrastructure is needed. Luminary enters here.

3

2026-2030: The Resilient AI Economy

Standardization, provenance, and governance become table stakes. Multi-platform orchestration dominates. Luminary becomes the coordination standard.

INVESTMENT THESIS

Why Invest in Luminary

Category creation, defensible moats, and capital-efficient growth

Category Creator

First-mover in AI workflow coordination & provenance. Defining a new infrastructure layer. No direct competitors at our scope.

Capital-Efficient

Software-first platform vs compute-heavy competitors. Lower burn, faster path to profitability. Platform economics at scale.

Enterprise-Ready

Built for compliance, governance, and audit from day one. Regulation is our moat, not our obstacle.

Validated Demand

100+ customer interviews, 5 enterprise pilots, product-market fit confirmed. Customers pulling, not us pushing.

Two-Lane Growth

Builders drive adoption and network effects. Enterprises drive monetization. Both sides reinforce each other.

Deep Tech IP

10+ years R&D. Proprietary orchestration engine, provenance protocol, and coordination algorithms. Defensible moat.

COMPETITIVE ANALYSIS

Luminary's Strategic Edge

We're not competing with workflow tools or model providers — we're coordinating them

CapabilityLuminaryWorkflow ToolsAI Platforms
Full-Stack PlatformPartialPartial
Provenance & GovernanceLimited
Global MarketplaceApp Store Only
Enterprise RuntimeCloud OnlyPlatform Lock-in
LLM Agnostic
Vibe-First UXCode-FirstAPI-First

Our Unique Position

  • Only full-stack platform from creation to execution
  • Provenance and governance as core infrastructure
  • Two-sided marketplace connecting builders and buyers
  • Deploy anywhere: cloud, hybrid, on-premises

Defensible Moats

  • Network effects: more builders = more buyers = more value
  • Platform lock-in through provenance and governance
  • 10+ years of proprietary R&D and IP
  • First-mover advantage in coordination layer
BUSINESS MODEL

Multiple Revenue Streams

Platform economics with network effects and enterprise monetization

Builder Subscriptions

Free, Pro ($49/mo), Team ($199/mo), Enterprise (custom)

SaaS ARR Model

Marketplace Take Rate

15% commission on all transactions. Higher margins at scale.

Platform Economics

Enterprise Licenses

Constellation runtime, on-prem deployment, dedicated support

High Margin Revenue

Professional Services

Custom integrations, training, consulting for enterprise customers

Services Revenue

Growth Trajectory

Year 1 (2026)
$5M
ARR Target
Year 2 (2027)
$25M
ARR Target
Year 3 (2028)
$75M
ARR Target
INVESTOR MATERIALS

Access Our Data Room

Comprehensive due diligence materials available to qualified investors

Data Room Access

Full financials, technical architecture, legal documents, market analysis, competitive landscape

Investor Pitch Deck

Market analysis, product roadmap, financial projections, competitive edge

Executive One-Pager

Company overview, key metrics, investment thesis

Market Analysis Report

The Resilient AI Economy — comprehensive market research and projections

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