<div class="portada"><div class="meta">Menteia · Sommelier IA · October 2026 · Confidential</div>

# Executive summary

**Sommelier IA** — AI voice sommelier and WhatsApp concierge that recommends pairings, quotes, books and follows up with every customer of restaurants, chefs, wineries and wine shops.</div>


> The sommelier that never rests.

**In one line:** Voice sommelier and WhatsApp concierge for restaurants


![Sommelier IA: cover of sergiocamacho.pro](capturas/01.jpg)

## The problem
- Restaurants, private chefs, wineries and wine shops lose bookings and sales because nobody answers WhatsApp on time or after hours.
- A human sommelier is expensive and scarce: most businesses cannot offer expert wine recommendations to every customer.
- Customer data (preferences, occasions, consumption) stays in scattered conversations and never turns into repeat purchases.

## The solution
Sommelier IA is a concierge for food and wine: a voice sommelier embedded in the website recommends pairings for any dish, and a WhatsApp agent quotes, books and curates experiences 24/7. Every conversation feeds a CRM with each customer's preferences and occasions for repeat purchases and campaigns.

- AI voice sommelier on the business's website (ElevenLabs): recommends pairings through conversation.
- WhatsApp agent: quotes events and products, takes bookings, answers about menus and experiences, 24/7 and with no forms.
- Automated CRM: records each customer's preferences, occasions and consumption; triggers follow-up and repeat purchases.
- Premium website template + agents, deployable for a new business in days.

## Why we win
- Luxury experience: natural voice and brand-curated tone, not a generic chatbot.
- Wine and pairing knowledge as the product, not just customer service.
- Everything on WhatsApp: zero forms; the conversation is what converts.
- Deployed as a template: website + agents + CRM in days per business.

## Traction
- Showcase case in production: sergiocamacho.pro (Chef Sergio Camacho, Mexico City) with voice sommelier and WhatsApp concierge.
- Product deployed since mid-2026.
- Use-case stage: no other customers or recurring revenue yet.

## Market
| Level | Annual size | How it is calculated |
| --- | --- | --- |
| TAM | US$7.5 M | ~25k restaurants, wine shops and wineries with a wine list in Mexico (5% of 515k establishments) × US$300/year |
| SAM | US$1.2 M | ~3k high-end businesses in Mexico City, Monterrey, Guadalajara, Valle de Guadalupe and tourist destinations × US$400/year |
| SOM | US$130k | ~45 businesses in 24 months with a ticket of ~US$3k/year |

## Business model
One-time setup (website + training the sommelier on the business's wine list) and a monthly subscription per business based on channels; optional commission on attributed wine sales or bookings.

## The round
| Item | Proposal |
| --- | --- |
| Amount to raise | US$275,000 |
| Equity offered | 25.6% |
| Pre-money valuation | US$800,000 |
| Post-money valuation | US$1,075,000 |
| Runway | 24 months (excluding revenue) |
| Suggested instrument | SAFE with a valuation cap equal to the post-money and a 20% discount |

**With these funds we will achieve:**
- Multi-customer product deployable in days
- ~45 active businesses
- Wine sales on WhatsApp with a partner distributor
- Presence in wine tourism (Valle de Guadalupe)

## Team
- **Rafael Herrera** — CEO / CFO
- **Vladimir Díaz** — CTO
- **Francisco D'Angelo** — Head of Legal and Compliance

**Contact:** Menteia · menteia.com