Business Case & Financial Model

Seed Investment · April 2026
📅 April 2026 📋 Version 3.0 👤 James Kenny, Founder 📧 james.kenny@bundleiq.co.uk Confidential

Bundle IQ is a community procurement platform that gives UK SMEs access to the buying power and professional procurement tools that only large organisations have ever had. Buyers join buying pools in their sector, IQ aggregates demand, runs competitive tender processes, and delivers savings of 12–22% on operational spend. Free for buyers. Vendors pay a success fee only on contract award. The platform is built to production standard. This document sets out the business case, financial model, technology architecture, and competitive positioning to support a £350k seed raise at £1.8M pre-money valuation.

£350k
Seed raise
£1.8M
Pre-money valuation
SEIS/EIS
Eligible · up to £90k tax relief
£2.58M
Year 3 ARR projection

1. The Problem

UK SMEs collectively spend hundreds of billions annually on operational goods and services — energy, materials, insurance, professional services, consumables, fuel. Almost none of this spend is subject to a competitive procurement process. The result is systematic overpayment to incumbent suppliers at rates that reflect the absence of competitive pressure rather than the actual market.

The root cause is structural rather than motivational. Most SME operators are aware they are probably overpaying. The barrier is not knowledge — it is the time, expertise, and buying volume required to run a meaningful competitive process. A 340-cow dairy farm spending £173,000 annually on compound feed knows their incumbent merchant is not offering the lowest available rate. What they lack is the time to run a competitive tender and the volume to create genuine competitive pressure among suppliers.

Large organisations have solved this problem with dedicated procurement teams. A national care home group tenders energy contracts centrally and achieves pricing that independent homes cannot. A large contractor has a supply chain team that reviews materials agreements annually. The tools that deliver these outcomes — structured tendering, market benchmarking, collective volume — have never been accessible to the 5.5 million businesses that need them most.

The scale of the addressable saving: Conservative estimate of 12% average saving on addressable SME operational spend of £850bn+ implies an annual overpayment of approximately £100bn across the UK SME market. Bundle IQ is not claiming to capture all of this — it is claiming that the tools to address it systematically have not previously existed for SMEs, and that even a fraction of 1% represents a very large business.

2. The Solution

Bundle IQ aggregates buying demand from SMEs into sector-specific buying pools. Combined volume creates the commercial leverage that individual businesses cannot achieve. IQ manages the competitive process end-to-end. Buyers join in ten minutes, see the competitive price, and decide whether to switch.

The community model — not a buying event

The key architectural distinction is that Bundle IQ operates annual buying communities rather than one-off procurement events. A farmer who joins the compound feed pool in 2026 is a member of that buying community in 2027, 2028, and beyond. Between cycles they receive monthly market intelligence bulletins, get 72-hour early access when the next cycle opens, and can track their pool's live progress on a magic-link status page. The results archive builds permanently — every completed cycle adds a documented saving that makes the next new member's decision easier.

This architecture creates retention that compounds. A buying group model that simply runs an annual tender has to re-recruit members every year. A buying community where members belong to something, receive ongoing value between cycles, and are invested in the community's growth retains at a fundamentally different rate.

The dual-side flywheel

Bundle IQ operates both sides of the procurement equation simultaneously. Every vendor on the platform can also participate as a buyer in buying pools. A scaffolding contractor wins contracts through the vendor marketplace and buys their own insurance, materials, and fuel through buying pools. One relationship, two revenue streams, compounding loyalty. This dual-side dynamic creates network effects that pure marketplace or pure buying group models cannot achieve.

3. Platform Architecture

What has been built

Vendor verification stack

Bundle IQ operates a seven-API vendor verification system producing a composite risk score (0–100) and RAG status (Green/Amber/Red) for every vendor. The entire free stack costs £0 per month to operate.

Companies House API
Free
Company status, directors, insolvency history, charges, filing compliance
Gas Safe Register
Free
Engineer registration status, licence type, expiry date, appliance categories
OFSI Sanctions List
Free
UK consolidated sanctions list — auto-suspension on hit, no human intervention required
Insolvency Service IIR
Free
Individual insolvency register — personal bankruptcies and IVAs for directors and sole traders
FSA Food Hygiene
Free
Hygiene ratings 0–5 for food and hospitality vendors. Alerts on ratings of 2 or below
TrustMark
Free
Government-endorsed quality scheme for tradespeople. Positive signal that boosts certification score
Charity Commission
Free
Registered charity verification, financial information, trustee details, operating status

The composite risk score weights Financial health (30%), Certification currency (25%), Companies House status (20%), Sanctions screening (15%), and Platform performance (10%). Auto-suspension fires immediately on any sanctions hit. Certificate expiry alerts fire automatically at 60 and 30 days. The intranet verification dashboard provides staff with a full risk register, active alerts panel, expiring certificate tracker, API check queue, and monitoring log.

Market data intelligence layer

A nightly Edge Function harvests eight government data streams — ONS Producer Price Index, ONS CPI food, ONS average earnings, Bank of England base rate, DESNZ weekly fuel prices, ONS construction output prices, Ofgem electricity unit rate — and writes the latest values to a market_data table. Pool pages display live contextual market intelligence for the categories relevant to each pool. The intranet Market Intelligence dashboard shows all metrics with trend history, source status, and auto-generated market alerts for significant price movements. All eight data streams are free with no API keys required.

4. Revenue Model

Stream 1 — Vendor success fees

Charged to vendors on contract award. Nothing before. No subscription, no listing fee, no monthly charge.

Contract valueSuccess feeExample
Under £5,0005%£2,000 contract → £100
£5,000 – £25,0003.5%£15,000 contract → £525
£25,000 – £100,0002.5%£60,000 contract → £1,500
£100,000 – £500,0001.5%£200,000 contract → £3,000
Over £500,0001%£750,000 contract → £7,500

Stream 2 — IQ On-Site

A named Bundle IQ procurement professional placed inside a client organisation. Manages all procurement end-to-end. From £1,200/month on a rolling basis with 30 days notice. High retention once embedded — the professional relationship is difficult to replicate. Average expected engagement: 18+ months.

Stream 3 — IQ Benchmark (future)

As transaction volume builds, the IQ Benchmark Index becomes a standalone data product. Sector-specific procurement benchmarks subscribed to by trade associations, business lenders, and sector analysts. Pricing £500–£2,000/year per institutional subscriber. This stream does not require additional build — it emerges from the transaction data generated by streams 1 and 2.

5. Financial Projections

Key assumptions

MetricYear 1Year 2Year 3
Active pool members5001,5003,500
Platform spend volume£25M£75M£175M
Vendor success fee revenue£157k£788k£1.86M
IQ On-Site revenue£0£216k£720k
Total revenue£157k£1.0M£2.58M
Operating costs£320k£680k£1.2M
EBITDA-£163k+£320k+£1.38M
Cash runway from seed (£350k)~18 months to revenue-positive · Series A before cash out
The revenue model is deliberately conservative. It assumes only 2.1% blended fee rate (the actual rate on small contracts is 5%), and only £50k average directed spend per member (the addressable spend is far higher). Even on these conservative assumptions, the business reaches profitability in Year 2 and generates £1.38M EBITDA in Year 3.

6. Competitive Positioning

The competitive landscape for Bundle IQ does not contain a direct equivalent. The platform combines capabilities from four distinct categories that have never previously been integrated:

Bundle IQ is the first platform to combine: AI-powered brief intake, sector-specific buying communities with annual lifecycle architecture, real-time vendor risk scoring using live government APIs, nightly government market data intelligence embedded in pool pages, payment escrow protection, and a dual-side vendor/buyer flywheel.

7. Use of Funds

CategoryAmountAllocation %Purpose
People£180,00051%Founder salary · first operational hire (pool management) · employer NI
Growth£65,00019%Trade press placement · sector events · LinkedIn · first 100 member acquisition
Technology£55,00016%Supabase Pro · Creditsafe API · Comply Advantage · Stripe fees · Resend
Legal & IP£30,0009%UK + EU trade mark · incorporation · T&Cs · GDPR compliance · ICO registration
Working capital£20,0005%Runway buffer · unforeseen operational costs
Total£350,000100%

8. Investment Terms

Valuation rationale: £1.8M pre-money reflects a fully built, production-standard platform with 236 files, complete ERP-grade data architecture, 8 working Edge Functions, 20 live buying pools across 4 sectors, 28 pieces of original sector research content, a 7-API verification stack, live government market data integration, and a community architecture designed from inception for retention and compounding loyalty. Pre-revenue, pre-Supabase-connected — but not pre-product. This is a platform waiting to be switched on, not a deck waiting to be built.

9. Risk Register

RiskLikelihoodImpactMitigation
Member acquisition slower than projectedMediumMediumPersonal outreach to first 30 members. Trade press placement. Sector event presence. Referral mechanics built into every pool page.
First pool fails to attract sufficient supplier competitionLowHighIQ pre-qualifies suppliers before pools open. Minimum 3 qualified suppliers before tender goes live. Smaller pools can be merged regionally.
Credible competitor launches similar modelLowMediumFirst mover advantage in community architecture. Results archive cannot be replicated without transaction history. Data moat grows with every cycle.
Regulatory change affecting procurement activitiesLowLowBundle IQ operates as a procurement platform, not as a financial services or regulated intermediary. Legal review of T&Cs and escrow structure completed pre-launch.
Technology infrastructure failureLowMediumSupabase provides 99.9% SLA. Netlify CDN provides global distribution. All data backed up continuously. No single point of failure in critical path.
Founder capacity constraintMediumMediumFirst hire in Month 1 specifically to provide operational support. Seed funding provides salary for founder to focus full-time. Board support sought from seed investors.

10. Contact

James Kenny, Founder
Bundle IQ Limited
📧 james.kenny@bundleiq.co.uk
🌐 bundleiq.co.uk
📱 Available for calls by arrangement

Important notice. This document is confidential and has been prepared by Bundle IQ Limited solely for the purpose of evaluating a potential investment. It does not constitute a prospectus, an offer to sell, or an invitation to purchase securities. The financial projections contained herein are based on management estimates and assumptions that may not prove accurate. Prospective investors should conduct their own due diligence and seek independent financial and legal advice before making any investment decision. Past performance is not indicative of future results. SEIS/EIS eligibility is subject to HMRC advance assurance and individual investor circumstances.