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

# Business plan

**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>


## 1. Summary
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.

> The sommelier that never rests.

## 2. 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.

## 3. Solution and product
- 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.

### Technology
- ElevenLabs voice agent; LLM conversational agent on WhatsApp.
- Premium brand website (showcase case: Chef Sergio Camacho, Mexico City).
- CRM on our own database (Supabase) with follow-up automations.

## 4. 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 |

**Supporting data:**
- More than 515k food and beverage establishments in Mexico (Canirac).
- Wine consumption of 1.3–1.5 liters per capita; 39% of bottles are Mexican (CMV, 2025).
- Mexican wine market: ~US$1.7 B (Euromonitor) to US$4.4 B (other estimates).
- Vendimia (harvest festival) 2025: ~US$43 M in economic spillover in Valle de Guadalupe.

*Market figures are estimates based on public sources; validate them before sending to institutional funds.*

## 5. Target customer
- Private chefs and high-end catering (showcase case: Chef Sergio Camacho).
- Restaurants with a wine list and wine bars.
- Wineries with wine tourism and wine shops / wine stores.

## 6. Business model and pricing
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.

| Item | Price |
| --- | --- |
| Setup (premium website + training on the wine list) | US$500–1,500 one-time |
| WhatsApp concierge plan | US$150 / month |
| Sommelier plan (voice + WhatsApp + CRM) | US$300 / month |
| Commission on attributed wine sales (wine shops) | 3–5% |

## 7. Go-to-market strategy
- Showcase case: Chef Sergio Camacho (200+ events, 10–800 guests) as a live demo.
- Direct sales to chefs, restaurants and wineries in Mexico City and Valle de Guadalupe.
- Partnerships with wine distributors and sommelier associations.
- Presence at trade fairs and harvest festivals (wine tourism).

## 8. Competition and positioning
| Alternative | What it offers | Our advantage |
| --- | --- | --- |
| Booking platforms (OpenTable) | Table reservations | Recommends, quotes events and sells wine |
| Generic WhatsApp chatbots | Menu-based answers | Natural voice and pairing knowledge |
| Human sommelier | Premium experience, high cost | Available 24/7 at a fraction of the cost |
| Restaurant CRM (Fudo, Toteat) | Point of sale and operations | Conversational relationship and repeat purchases |

## 9. Defensible advantages
- 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.

## 10. 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.

## 11. Team
| Partner | Role | Stake in Menteia |
| --- | --- | --- |
| Rafael Herrera | CEO / CFO | 33.3% |
| Vladimir Díaz | CTO | 33.3% |
| Francisco D'Angelo | Head of Legal and Compliance | 33.3% |

**Hires funded by the round:**
- Full-stack developer — from month 1
- B2B account executive — from month 3
- Customer success / implementation (50%) — from month 8

## 12. Financial projection (24 months)
| Quarter | Revenue | Expenses | Net cash flow | Cumulative cash flow |
| --- | --- | --- | --- | --- |
| Q1 | US$590 | US$22,266 | US$-21,676 | US$-21,676 |
| Q2 | US$4,950 | US$28,212 | US$-23,262 | US$-44,938 |
| Q3 | US$9,720 | US$30,874 | US$-21,154 | US$-66,092 |
| Q4 | US$14,490 | US$32,259 | US$-17,769 | US$-83,861 |
| Q5 | US$19,260 | US$32,367 | US$-13,107 | US$-96,968 |
| Q6 | US$24,030 | US$32,475 | US$-8,445 | US$-105,412 |
| Q7 | US$28,800 | US$32,583 | US$-3,783 | US$-109,195 |
| Q8 | US$33,570 | US$32,691 | US$879 | US$-108,316 |

- Monthly recurring revenue (MRR) at month 24: **US$11,720** (ARR US$140,640)
- Total 24-month spend: **US$243,726**; cumulative revenue: **US$135,410**
- Projected monthly breakeven: **month 23**

**Revenue assumptions:**
- Showcase case not charged; first paying businesses from month 3.
- Two new businesses per month: ~44 businesses by month 24.
- Average subscription US$250/month + setups and wine commissions (~US$30/month per elapsed month as an approximation).

## 13. The round
- Amount: **US$275,000** for **25.6%** (pre-money US$800,000, post-money US$1,075,000).
- Use of funds detailed in *06_Modelo_Financiero_y_Ronda* (financial model and round).

## 14. Risks and mitigation
| Risk | Mitigation |
| --- | --- |
| A single showcase customer | Multi-customer template and a target of 8 businesses in 6 months |
| Small market in Mexico | Expansion to tourist destinations and LatAm; wine sales as additional revenue |
| Dependence on ElevenLabs and WhatsApp | Alternative voice providers |
| Third-party material on the website | License review before commercial use |
| Selling alcohol through digital channels | Age verification and local compliance |