Trois cercles, a single method
The basket is computed per location, not per market
Five to ten equipped employees per establishment, one subscription per employee. A location's revenue reads off its floor headcount, not a sector average.
The trajectory reads in locations, not percentages
3,000 locations at three years, location by location: each has a basket, an install cost and a date. The conversion to recurring revenue and the churn assumptions are laid out in the model, in the data room.
Every figure has an operational counterpart
3,000 locations require a matching install cadence and sales force: that is exactly what the round funds. A target without costed means is a wish, not a plan.
Per-location values, conversion to recurring revenue and churn assumptions: detailed in the data room. Full architecture: Financial development →
Full-service restaurants, en France
The segment where the gesture has the most immediate value, and where the sector's crisis turns the tool into a lever for survival rather than a comfort.
The target profile
Full-service restaurants, NAF code 5610A, annual revenue above €450k. Five to ten equipped employees per location.
Why this segment first
It's the founder's home turf. The product was conceived, tested and written there. The sales cycle is short and the decision rests with one person.
What stays out of scope
Counter service, delivery, hotels, events and foreign markets are not in the base case. They belong to expansion, not before.
The sector's crisis works for us
Failures: +20 to 25%
About 8,600 in twelve months. Only a third of establishments make it past five years.
The margin absorbs nothing more
Food costs, energy, payroll: every point lost on the floor now hits the bottom line in cash.
A lever, not a luxury
In this context, a tool that protects the margin stops being a comfort investment. It becomes a survival decision.
A market that fails is also a market that churns. We model it rather than ignore it.
Sector context: Observatoire Fiducial, Altares (2024). Dated sources and detailed references in the data room.
Trois courbes converge
Ten years ago, this product was impossible. In five years, it will be obvious. The first to assemble the field corpus becomes the standard.
The sector under strain
Margins collapse, labor is scarce, training is costly. The need has become urgent.
AI fits in a box
Embedded, cloud-free intelligence has become viable. Real time on the floor is finally possible.
The rejection of surveillance
Data that never leaves the walls is no longer a technical constraint. It's a selling point.