Menteia · Holding · October 2026 · Confidential
# Consolidated 24-month roadmap **Menteia** — An applied artificial intelligence product studio for industries in Mexico and LatAm.
## Doble D - **Months 1–6 — Compliance first:** Legal opinion and choice of regulatory license; Compliance officer and AML manual; 90 days of audited history - **Months 7–12 — Regulated operation:** Operate under own license or partner entity; Open sign-up (end of waitlist); 500 active users - **Months 13–18 — Scale:** New strategies (equities, fixed income); Native mobile app; 800 active users - **Months 19–24 — Profitability and Series A:** 1,300 active users; B2B licensing of the infrastructure; Prepare Series A ## SAVANT AI - **Months 1–6 — Scalable product:** Migrate persistence to Postgres; Public FCR and containment metrics; 2 new carriers - **Months 7–12 — Win the MVNOs:** 6 carriers in production; Partnership with an MVNO enabler; Reduce dependence on Twilio - **Months 13–18 — LatAm:** First client outside Mexico; Sales module (abandonment recovery); 10 carriers - **Months 19–24 — New verticals:** 14 clients; First utility or fintech client; Break-even ## Menteia KYC - **Months 1–6 — Trust:** iBeta liveness certification; Privacy notice and contracts; 5 new clients - **Months 7–12 — Commercial scale:** 15 active clients; Integration with 2 financial cores; Advanced e-signature - **Months 13–18 — AML product:** PEP and sanctions lists; Ongoing monitoring; First client outside Mexico - **Months 19–24 — Platform:** 45k verifications per month; Break-even; Prepare Series A ## Vamo - **Months 1–6 — Pilot to contract:** Ford/Lincoln pilot metrics; Convert 3 locations to contract; 15 kiosks installed - **Months 7–12 — Group and brand:** Program with the brand; Integration with 2 banks; 30 kiosks - **Months 13–18 — Multi-brand:** Second and third brand; Used-car module; 45 kiosks - **Months 19–24 — Scale:** ~60 kiosks; First client outside Mexico; Break-even ## Menteia Hedge - **Months 1–6 — Validate and register:** Own repository and differentiation from upstream; CNBV adviser registration; Market interviews - **Months 7–12 — Commercial launch:** Pro subscription; First 3 white-label advisers; 200 subscribers - **Months 13–18 — Mexican equities:** BMV/BIVA coverage; Brokerage partnership; 450 subscribers - **Months 19–24 — Scale:** ~700 subscribers; 15 advisers; Decide on Series A or integration with Doble D ## Seguro Sin Vueltas - **Months 1–6 — Compliance and network:** Health data privacy notices; 30 partner doctors signed; 100 cases/month - **Months 7–12 — Monetization:** Per-case fee with partners; Doctor portal; 250 cases/month - **Months 13–18 — Companies:** HR program with 3 companies; Voice agent; 400 cases/month - **Months 19–24 — Expansion:** Guadalajara and Monterrey; ~750 cases/month; Break-even ## Sommelier IA - **Months 1–6 — Template:** Multi-customer product; Showcase case metrics; 8 businesses - **Months 7–12 — Wine:** Wine catalog and sales on WhatsApp; Partnership with a distributor; 18 businesses - **Months 13–18 — Wine tourism:** Valle de Guadalupe wineries; Repeat-purchase campaigns; 30 businesses - **Months 19–24 — Scale:** ~45 businesses; English version for tourist destinations; Evaluate integration into the Menteia platform ## Copiloto Aero - **Months 1–6 — Multi-customer product:** Contract with INDUMET and savings metrics; Generic pricing engine connector; 2 new customers - **Months 7–12 — Clusters:** Presence in Querétaro and Chihuahua; Integration with 2 ERPs; 5 customers - **Months 13–18 — Our own pricing engine:** Costing module for companies without one; First US customer; 8 customers - **Months 19–24 — Precision manufacturing:** ~11 customers; Medical vertical; Break-even ## PlaneTech Air Express - **Months 1–6 — Commercial base:** Document sales with ALE; ASA membership and Miami LLC; 5 active customers in Toluca - **Months 7–12 — Repeat purchases:** Consumables program for MROs; ASA-100 certification; US$100k in sales per month - **Months 13–18 — AOG 24/7:** AOG on-call desk with high-turnover stock; Monterrey and Guadalajara; US$200k in sales per month - **Months 19–24 — Scale:** ~US$325k in sales per month; AS9120B in progress; Central America ## RosettaDMS - **Months 1–6 — First pilot:** Pilot with 1 brand or group (4 dealers, 4 DMS); 3 DMS mapped with a playbook; Convert the pilot into a contract - **Months 7–12 — One brand's network:** 40 dealers connected; Voice with Allo in production; JIT parts ordering in use - **Months 13–18 — Second brand:** Second brand; 90 dealers connected; Quality alerts for the brand - **Months 19–24 — Scale:** ~150 dealers connected; First customer outside Mexico; Breakeven