Executive Summary
CyberFort Shield Solutions will deliver managed cybersecurity services to small and mid-sized businesses that face rising breach risks but lack dedicated security teams.
We will operate from Atlanta, Georgia, USA. CyberFort Shield Solutions will focus on providing 24/7 SOC (Security Operations Center) monitoring, penetration testing, threat intelligence, and compliance consulting for healthcare, fintech, legal, logistics, and regional banking clients.
The company is co-owned by three cybersecurity professionals, including Dr. Marcus Lang, who owns 60% of the company. Naomi Price owns 25% and Victor Hale 15% of the business. Together, they bring 37+ years of experience, including national security operations, enterprise cloud security, and audit readiness for highly regulated industries.
Market opportunity
The global cybersecurity market will hit $301.91 billion in 2025, grow to $339.96 billion in 2026, and climb to $878.48 billion by 2034.
Atlanta’s business ecosystem creates a strong serviceable market. Thousands of clinics, legal practices, logistics enterprises, fintech firms, SaaS startups, and regional banks may be found in the city. These companies must adhere to stringent regulations like HIPAA (Health Insurance Portability and Accountability Act), PCI-DSS (Payment Card Industry Data Security Standard), and SOC 2 since they deal with sensitive data daily.
Existing vendors leave a large gap. Enterprise cybersecurity firms target large corporations. MSPs provide basic IT support but lack real SOC capabilities, threat intelligence, and compliance depth. This leaves a clear opportunity for a provider that can deliver enterprise-grade security at SMB (Small and Medium-sized Businesses) price points.
Target Market
We focus on small and mid-sized businesses (25–500 employees) that handle sensitive data but don’t have internal security staff. These companies are big enough to face real cyber risk, but not large enough to run their own full-time security team.
In Atlanta, that includes clinics, law firms, fintech startups, logistics companies, regional SaaS firms, accounting offices, and local financial service providers. They need affordable, compliant, ongoing protection—not enterprise-level complexity or pricing. That’s where we fit.
Mission and Vision
- Mission: To protect SMB from cyber threats and prevent the financial and operational losses that follow.
- Vision: To become the most trusted cybersecurity partner for SMBs across the Southeast—known for fast response, clear communication, and enterprise-grade protection that any business can afford.
Financial Outlook
CyberFort Shield Solutions drives growth through a balanced model: Steady monthly recurring MSP (Managed Service Provider) contracts plus high-margin projects like penetration testing and compliance. This approach keeps revenue stable while adding strong boosts from specialized work.
In Year 1, the business brings in $420,000 in revenue and generates $58,000 in net income. By Year 2, revenue reaches $960,000 with $168,000 in net income. In Year 3, the business crosses $1.85M in revenue and delivers $388,000 in net income.
The rising net margin from 14% to 21% shows that the business becomes more profitable as scale and client base increase.
Funding Requirements
We’re raising $650,000 in exchange for 18% equity, giving the company a pre-money valuation of $2.95M. The initial round of funding will give us the resources to fully build out our SOC, expand our security team, and scale our reach across SMBs that urgently need protection.
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Company Overview
Business Name: CyberFort Shield Solutions
CyberFort Shield Solutions will operate from 3340 Peachtree Road NE, Suite 1800, Atlanta, GA 30326—a central spot in one of the country’s fastest-growing cybersecurity hubs. The office sits close to major business districts, giving us easy access to SMB clients, MSP partners, and local tech events.
The location also helps us recruit from nearby universities and tap into Atlanta’s growing pool of security talent. The space will support our SOC team, engineering staff, and client success operations, with room to expand as we scale.
CyberFort Shield Solutions is structured as a Limited Liability Company (LLC), giving us flexibility in ownership, tax efficiency, and liability protection, an essential foundation for a business that handles sensitive security operations.
We focus on fast incident response, responsible communication, and security that consistently reduces risk rather than just checking compliance boxes. Many of our service decisions come directly from conversations with SMB owners tired of slow, overpriced, and unhelpful providers.
CyberFort is run by a leadership trio that blends strategic direction with hands-on operational knowledge.
| Name | Ownership Share | Experience |
|---|---|---|
| Dr. Marcus Lang | 60% | Former NSA cyber-operations engineer; Security Director at a Fortune 500 firm; 15+ years in threat defense and SOC design. |
| Naomi Price | 25% | 12 years in cloud security; former AWS Security Solutions Architect; expert in secure cloud infrastructure. |
| Victor Hale | 15% | 10+ years in compliance; experienced in HIPAA, SOC 2, PCI-DSS, and risk management. |
Collectively, the leadership together brings over 37 years of direct cybersecurity experience across healthcare, fintech, legal, logistics, and regional banking, giving the company deep insight into real-world vulnerabilities, industry regulations, and breach response realities.
Culture and Values
Our culture puts clients at the center. Work stays fast, clear, and honest, with no hidden agendas or overpromising. Employees get respect, support, and room to grow because strong teams create strong security outcomes. Client needs guide decisions, and feedback shapes how services improve. Integrity defines every action; protect the data, solve the problem, and deliver consistent quality.
Long-Term Business Goals
The goal stays practical and focused: Scale smart, increase capability every year, and remain the most trusted cybersecurity partner for SMBs in this region. Here are our long-term business goals:
- Grow into the preferred cybersecurity partner for SMBs across the Southeast.
- Expand from one Atlanta office to two full SOC facilities (Georgia + North Carolina) within 5–7 years.
- Build a recurring base of 200+ long-term clients.
- Complete 1,000+ specialized projects in pentesting, compliance, and incident response.
- Reach break-even by Year 2, and maintain sustainable profitability from Year 3 onward.
- Scale the security team to 25+ full-time analysts and engineers.
- Maintain 20–25% annual revenue growth driven by recurring services and client retention.
Market Analysis
Global Market Analysis
The global cybersecurity market isn’t slowing down. It’s $301.91 billion in 2025, rises to $339.96 billion in 2026, and pushes toward $878.48 billion by 2034. That’s a steady 12.6% annual climb, fueled by constant attacks and the growing need for real, reliable protection across every industry.
Local Market Analysis
The U.S. cybersecurity market hit $65.70 billion in 2024 and will expand from $73.13 billion in 2025 to $166.73 billion by 2032. In Atlanta, the cybersecurity sector generated over $2.6 billion in annual revenue in 2025, driven by a network of 75+ local cybersecurity firms.
Market Opportunities
Atlanta’s cybersecurity market creates clear openings for new providers. The city is rapidly expanding its cloud, IoT, and data-center ecosystem, supported by 15,000+ cybersecurity professionals and strong enterprise demand. This growth drives rising needs for endpoint, network, and identity security.
Local buyers are also shifting toward AI-driven threat detection, zero-trust solutions, and compliance support across finance, healthcare, and logistics.
Georgia’s 5.39% corporate tax rate, R&D credits, and cyber workforce grants help reduce operating costs, while partnerships with top universities widen access to talent. Frequent tech and cybersecurity events in the region create consistent opportunities for visibility and client acquisition.
Overall, Atlanta offers expanding technical infrastructure, strong incentives, and increasing security needs—making it a strong market for a new cybersecurity provider to enter and scale.
Target market
CyberFort Shield Solutions targets small and mid-sized businesses with 25–500 employees that handle sensitive data and face compliance pressure but cannot staff their own security teams. Our primary market sits in Metro Atlanta and across Georgia, with expansion planned for nearby regions.
We will focus on five core segments:
1) Healthcare providers
Clinics, urgent care centers, dental practices, and specialty groups must meet HIPAA requirements and protect patient data.
2) Fintech and financial services
Payment processors, credit unions, regional banks, and lending platforms that need strong controls for PCI-DSS and SOC 2.
3) Legal firms
Firms that store confidential client information and require secure communication, endpoint protection, and incident response support.
4) Logistics and supply chain companies
Regional logistics operators and distribution centers that depend on uptime and secure cloud systems to run daily operations.
5) SaaS and tech startups
Early-stage companies that must pass SOC 2 and ISO audits to close enterprise clients but lack in-house security expertise.
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Services Offering
We will offer two types of services: Monthly managed security packages and project-based work, including penetration testing and compliance support. Here are the details of the products with pricing:
Managed Security Packages (MSP Model)
| Package | Price | What’s Included |
|---|---|---|
| Core Shield | $1,850/month | SIEM (Security Information and Event Management) logging, MFA (Multi-Factor Authentication) enforcement, CrowdStrike endpoint protection, and a monthly security report |
| Advanced Shield | $3,200/month | Everything in Core + vulnerability scans, zero-trust policies, and firewall management |
| Enterprise Shield | $6,000/month | 24/7 SOC monitoring, threat hunting, compliance workflows, and incident response |
Project-Based Services
| Service | Price | Scope |
|---|---|---|
| Penetration Testing (Web/App/Infra) | $9,500–$28,000 | Full vulnerability assessment + exploit testing |
| Incident Response Retainer | $4,000/month | Priority response, containment, and post-incident recovery |
| SOC 2 & HIPAA Readiness Consulting | $12,000–$30,000 | Gap analysis, documentation, and audit preparation |
Specialized Offering
| Offering | Price | Description |
|---|---|---|
| Dark Web Monitoring | $350/month | Continuous credential and breach exposure search |
| Phishing Simulation Campaigns | Custom | Employee testing and reporting |
| Executive Cybersecurity Training | Custom | Leadership-level awareness and risk reduction |
Service Delivery Model
Here’s how we deliver our security services in a clear, consistent, and reliable way. Our focus stays on fast action, simple communication, and real protection for every client.
24/7 SOC operations
Analysts monitor client systems around the clock and review alerts in real time. This setup helps catch threats early and respond before they escalate.
Tiered response system
Tier 1 analysts handle first response and quick actions, while Tier 2 engineers manage complex threats and escalations. This structure keeps response times fast and workload balanced.
Response times
Critical alerts receive a response within minutes. High-priority issues get handled within an hour, and routine issues get resolved the same business day.
Incident handling
The team contains the threat, fixes the root cause, and sends a simple incident report that explains what happened and what the client should do next.
Client communication
Clients receive updates through email, phone, or their dashboard, along with monthly security reports that share insights and recommendations.
Competitive Analysis
Every business faces competition, and the cybersecurity space is no different. This section shows who we’re up against and where we can take the lead by serving SMBs with our fast and practical security solutions.
Current competitors
| Competitor | Logo | USP (What They’re Known For) | Target Clients |
|---|---|---|---|
| SecureWorks (Atlanta) |  |
Advanced threat intelligence and enterprise-grade SOC services backed by Dell Technologies |
Large enterprises, government, and high-security industries |
| Atlant |  |
Strong MDR and cloud-focused security services with centralized monitoring | Mid-market companies and tech-driven businesses |
| TeamLogic IT (Local Franchises) |  |
General IT support with basic cybersecurity add-ons | Small businesses needing IT + Security advisory |
| Netsurion |  |
Affordable managed threat protection with SIEM + SOC bundled services | Small and mid-sized businesses seeking cost-effective security |
Barriers to entry
CyberFort Shield Solutions faces a real challenge in hiring talent. The city is expensive and highly competitive, which makes hiring analysts and engineers difficult for a new provider. Building our SOC also requires major upfront investment in tools and infrastructure. Local businesses expect deep compliance knowledge, so earning their trust takes time.
We’re up against seasoned Atlanta firms with deep roots in healthcare, finance, and logistics. That adds real competitive pressure. But we’re tackling it head-on through smart hiring, strong vendor partnerships, and intentional outreach to the clients we want to serve.
Competitive Advantage
Our real edge comes from specializing exclusively in the SMB segment—not enterprise. Larger cybersecurity firms chase big-ticket contracts and overlook smaller organizations. We built our services, pricing, and response structure specifically for companies with 20–500 employees.
On top of that, here’s what will set us apart:
- Our detection capabilities use AI-driven analysis with CrowdStrike Falcon and Elastic SIEM, giving us faster threat identification.
- We have deep compliance experience for industries that face real legal risk, especially healthcare and finance.
- We run a true, full-service SOC with 24/7 real-time monitoring, all managed locally.
Marketing and Sales Strategy
We’ll grow by getting in front of the right businesses—through focused digital outreach, local partnerships, industry meetups, and direct conversations with decision-makers. We’re targeting SMBs that know their risk is real but don’t have an in-house security team.
Our sales approach feels personal: We show our expertise, respond quickly, and keep pricing clear so clinics, fintech firms, law offices, and logistics companies can make decisions with confidence. We measure what works, and we build relationships that last—we’re not interested in quick, transactional wins.
Branding and Messaging
CyberFort Shield Solutions will position itself as the trusted cybersecurity partner for growing businesses. The brand will focus on clarity, protection, and confidence—showing clients that advanced security doesn’t need to be complex or costly. Every message reinforces one core idea: “Enterprise-grade cybersecurity made accessible for small and mid-sized businesses.”
Marketing Channels
| Channel Name | Monthly Cost | Why This Channel Works |
|---|---|---|
| LinkedIn Ads | $2,000 | Reaches MSP owners, IT managers, and SMB decision-makers where they actively look for B2B solutions. High targeting accuracy. |
| Local Cybersecurity Workshops | $0–$300/event | Builds trust through in-person education. Atlanta businesses respond well to local, expert-led sessions. Converts warm leads quickly. |
| Google Search Ads | $1,200 | Captures high-intent buyers searching for compliance, penetration testing, and managed security services. Strong ROI for niche keywords. |
| MSP Referral Partnerships | Commission-based | MSPs already serve SMBs that need stronger security. Referrals shorten sales cycles and deliver pre-qualified clients. |
| Industry Conferences (Atlanta Cyber Week) | $500–$2,000/event | Local presence increases brand credibility. Access to cybersecurity decision-makers and potential enterprise introductions. |
| Cold Outbound ABM (Account-based marketing) | $300–$500 (tools & lists) | Helps target specific industries like healthcare, finance, and logistics. Works well when combined with LinkedIn nurturing. |
Sales Strategy
CyberFort Shield Solutions will grow its customer base by combining targeted outreach to MSPs with high-value promotions that lower the barrier to first engagement. The sales approach focuses on building long-term relationships, proving value early, and converting trial users into recurring security clients.
Customer Acquisition Plan
Year 1: Acquire 25 MSP clients and complete 10 penetration testing engagements to build early credibility and case studies.
Year 2: Scale to 60 MSP clients while expanding the SOC team to support higher service volume.
Year 3: Reach 100+ MSP clients and drive regional expansion across the Southeast.
Launch Promotions
Free 30-day risk assessment for businesses with under 250 employees to accelerate trust and showcase security gaps.
20% discounted penetration testing bundle on the first engagement to encourage fast onboarding and repeat business.
Measurements and metrics
CyberFort Shield Solutions will track performance using practical, outcome-driven metrics that show whether marketing, sales, and service delivery are working. These indicators help us adjust strategy quickly and stay aligned with growth targets.
- MRR growth: To measure how fast the business scales.
- Client acquisition cost (CAC): It will keep marketing spend efficient.
- Client retention rate: To confirm service quality and long-term value.
- MTTD (Mean Time to Detect) & MTTR (Mean Time to Repair): Will track how quickly we detect and resolve threats.
- Demo-to-client conversion rate: For measuring sales effectiveness.
Operations
CyberFort Shield Solutions builds its operations around one priority: delivering fast, accurate, and reliable security support to SMB clients. We run a 24/7 SOC, structured processes, and clear communication channels to ensure every alert gets handled without delay. Our operations cover day-to-day monitoring, incident response, client onboarding, and ongoing reporting.
Staff work in defined tiers, tools stay updated, and every action follows compliance and documentation standards. The section outlines how our team works, how we manage alerts and incidents, and how we maintain consistent service quality as we grow.
Working Hours & Shift Structure
CyberFort Shield Solutions operates on a full 24/7/365 schedule to support continuous monitoring and rapid response. Our SOC Tier 1 analysts rotate across three fixed shifts, ensuring constant coverage without fatigue or skill drop-off:
- Shift 1: 7:00 AM – 3:00 PM
- Shift 2: 3:00 PM – 11:00 PM
- Shift 3: 11:00 PM – 7:00 AM
Our Tier 2 security engineer stays on an on-call escalation rotation, so higher-risk incidents always receive immediate senior attention. Each week, the team holds a red-team / blue-team sync to review attacks, test responses, and tighten defenses.
The above structure ensures continuous threat monitoring, fast response times, and reliable support for all clients—no matter the time of day.
Strategic technology & service partnerships
CyberFort Shield Solutions relies on a select group of vendors and service providers to deliver reliable, enterprise-grade protection to SMB clients. These partnerships ensure we stay efficient, scalable, and compliant without building everything in-house.
| Partner/Provider | Category | Why We Use Them | Purpose |
|---|---|---|---|
| CrowdStrike | Endpoint protection | Provides the most trusted lightweight EDR in the industry | Stop malware, ransomware, and endpoint breaches |
| Elastic SIEM Cloud | SIEM & log management | Scalable cloud SIEM with strong analytics | Centralize logs, detect threats, and run investigations |
| Duo Security | Identity & MFA | Easy MFA rollout for SMBs | Strengthen login security for users and apps |
| Rapid7 InsightVM | Vulnerability scanning | Reliable vulnerability detection for networks & cloud assets | Identify, prioritize, and fix security gaps |
| KnowBe4 | Security awareness training | Leading training platform for SMBs | Reduce human-error risks like phishing |
| Datto | Backup & recovery | Trusted by MSPs for reliable backups | Protect client data and enable fast restore |
| AWS / Azure | Cloud infrastructure | Scalable, compliant infrastructure for SOC and client workloads | Host dashboards, automation, and monitoring tools |
| Local IT Hardware Vendors (Atlanta) | Firewalls, servers, appliances | Fast delivery and local support | Provide hardware for clients needing on-prem security gear |
Licensing & Compliance
Running a cybersecurity company requires strict licensing and compliance. The rules are complex, and clients expect providers to follow recognized standards. CyberFort Shield Solutions will maintain the required business licenses, meet industry security expectations, and guide clients toward the right compliance frameworks when needed.
Business Licensing
CyberFort Shield Solutions will operate as a registered LLC in the State of Georgia.
We will secure:
- Georgia State Business License
- City of Atlanta Occupation Tax Certificate
- Registered Agent documentation
- Sales tax registration (for hardware and managed services that fall under taxable categories)
We will complete these through Georgia’s online business portal and the City of Atlanta’s licensing office.
Cybersecurity Industry Compliance
Cybersecurity firms are not regulated by a federal license, but clients expect providers to follow recognized standards. CyberFort Shield Solutions will align with:
- NIST CSF (Cybersecurity Framework)
- SOC 2 readiness for internal controls
- ISO 27001 security practices for risk management
- GDPR/HIPAA handling requirements when serving healthcare or international clients
These frameworks help us build trust and win enterprise contracts.
Insurance Requirements
We will carry the essential insurance coverage for cybersecurity service providers:
- Cyber Liability Insurance: We’ll spend $11,000/year to insure breach response and legal costs
- Technology Errors & Omissions (Tech E&O): To protect against service-related claims, we plan to spend $8,000/year.
- General Liability: To cover day-to-day operations
- Workers’ Compensation: Required for employees in Georgia
This insurance stack protects both the business and our clients.
Cloud & Software Licensing
We will maintain licenses for the core tools we use, including:
- SIEM platform
- Endpoint protection
- Identity and MFA systems
- Backup and recovery solutions
- Penetration testing software
Each tool will be licensed under a commercial agreement with clear renewal dates, usage rights, and service-level obligations.
Client Compliance Support
Many Atlanta clients, especially SMBs, struggle with compliance.
CyberFort Shield Solutions will help them meet:
- HIPAA (healthcare)
- PCI-DSS (retail and payment processing)
- SOX (finance)
- GDPR (global data requirements)
- NIST 800-171 / CMMC (government contractors)
We will guide them through audits, gap assessments, and continuous monitoring so they stay compliant year-round.
Leadership and Organization
CyberFort Shield Solutions builds its strength through a lean, skilled team that handles operations, security, and client support with clarity and ownership. Our leadership sets the direction, and every team member plays a defined role in delivering reliable cybersecurity services.
Management Team
Our management team combines technical expertise with business know-how to drive smart, practical security decisions. Dr. Marcus Lang leads the company and sets the overall direction, strategy, and financial priorities. Naomi Price oversees daily operations, service delivery, and internal process efficiency.
Victor Hale drives our security standards, manages threat response, and ensures clients stay compliant with industry regulations. With the owners providing direction and the team handling the daily work, here is the full staffing plan:
| Position | Salary | Responsibility |
|---|---|---|
| Founder & Chief Security Architect (Dr. Marcus Lang) | $140K | Sets security strategy and overall direction |
| Co-Founder & COO (Naomi Price) | $120K | Runs tech operations and service delivery |
| Chief Security Officer (Victor Hale) | $95K | Manages regulatory standards and audits |
| SOC Tier 1 Analysts (3) | $72K each | Handle monitoring and first-level incidents |
| Tier 2 Security Engineer | $110K | Solves complex security issues and escalations |
| Sales Manager | $70K + commission | Brings in new clients and manages sales pipeline |
| Admin Assistant | $46K | Supports scheduling and admin tasks |
Organization Chart
Financial Plan
CyberFort Shield Solutions’ financial plan outlines how the company will manage startup funding, control operating costs, and grow revenue over the first three years. The plan uses realistic projections and maintains a healthy cash reserve to handle the longer sales cycles common in cybersecurity. It also shows how recurring MSP contracts and project-based services will drive steady, predictable growth.
Funding requirements
CyberFort Shield Solutions is raising $650,000 in seed capital through an angel investor round. The company is targeting Sentinel Ventures, a cybersecurity-focused angel group. In exchange for the investment, the company offers 18% equity, based on a $2.95 million pre-money valuation. The funding will support SOC development, talent hiring, sales expansion, and working capital needs for the first 12–18 months.
Funds allocation
| Category | Amount | Purpose |
|---|---|---|
| SOC buildout & monitoring tools | $190,000 | Set up a core security operations center, deploy monitoring systems, and an essential tool stack |
| Security engineers (first-year payroll) | $260,000 | Hire and onboard the core engineering team to run SOC and incident response |
| Sales + marketing | $80,000 | Acquire early customers, build a pipeline, and run targeted outreach |
| Threat-intel subscriptions & training | $45,000 | Access to premium threat intelligence feeds + continuous upskilling of the team |
| Legal, insurance, compliance | $25,000 | Cover regulatory needs, contracts, and cybersecurity insurance |
| Reserve/working capital | $50,000 | Cash buffer for operations and unexpected needs |
Annual Revenue Projection
| Year | MSP Clients | Revenue | EBITDA |
|---|---|---|---|
| 1 | 25 | $620,000 | -$12,000 |
| 2 | 60 | $1,480,000 | $305,000 |
| 3 | 100 | $2,600,000 | $678,000 |
Profit and Loss Statement
| Category | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Managed SOC Services | $360,000 | $860,000 | $1,500,000 |
| Threat Monitoring & SIEM | $140,000 | $360,000 | $660,000 |
| Compliance & Audit | $70,000 | $170,000 | $260,000 |
| Incident Response | $50,000 | $90,000 | $180,000 |
| Revenue | $620,000 | $1,480,000 | $2,600,000 |
| COGS (32%) | -$198,400 | -$473,600 | -$832,000 |
| Gross Profit | $421,600 | $1,006,400 | $1,768,000 |
| Payroll | -$300,000 | -$525,000 | -$850,000 |
| Software & Tools | -$45,000 | -$60,000 | -$80,000 |
| Marketing | -$35,000 | -$60,000 | -$90,000 |
| Rent & Utilities | -$24,000 | -$30,000 | -$36,000 |
| Insurance & Legal | -$10,000 | -$14,000 | -$16,000 |
| Misc. & Admin | -$10,000 | -$15,000 | -$18,000 |
| Total Operating Expenses | -$424,000 | -$704,000 | -$1,090,000 |
| EBITDA | -$12,000 | $305,000 | $678,000 |
Cash Flow Projection (Year 1)
| Month | Revenue | Gross Profit | Operating Expenses | EBITDA |
|---|---|---|---|---|
| January | $34,000 | $17,467 | $35,333 | -$17,866 |
| February | $37,000 | $20,467 | $35,333 | -$14,866 |
| March | $42,000 | $25,467 | $35,333 | -$9,866 |
| April | $45,000 | $28,467 | $35,333 | -$6,866 |
| May | $48,000 | $31,467 | $35,333 | -$3,866 |
| June | $52,000 | $35,467 | $35,333 | $134 |
| July | $54,000 | $37,467 | $35,333 | $2,134 |
| August | $56,000 | $39,467 | $35,333 | $4,134 |
| September | $60,000 | $43,467 | $35,333 | $8,134 |
| October | $64,000 | $47,467 | $35,333 | $12,134 |
| November | $66,000 | $49,467 | $35,333 | $14,134 |
| December | $82,000 | $65,467 | $35,333 | $30,134 |
| Total | $620,000 | $421,600 | $424,000 | -$12,000 |
Balance sheet
| Category | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Cash | $638,000 | $943,000 | $1,601,000 |
| Accounts Receivable | $55,000 | $110,000 | $185,000 |
| Prepaid Expenses | $18,000 | $20,000 | $25,000 |
| Total Current Assets | $711,000 | $1,073,000 | $1,811,000 |
| SOC Infrastructure (net) | $100,000 | $90,000 | $75,000 |
| Office Equipment & Furniture (net) | $14,000 | $5,000 | $5,000 |
| Total Fixed Assets | $114,000 | $95,000 | $80,000 |
| Total Assets | $825,000 | $1,168,000 | $1,891,000 |
| Accounts Payable | $30,000 | $50,000 | $70,000 |
| Accrued Payroll & Expenses | $40,000 | $60,000 | $90,000 |
| Deferred Revenue | $20,000 | $40,000 | $50,000 |
| Total Liabilities | $90,000 | $150,000 | $210,000 |
| Founder + Investor Equity | $650,000 | $650,000 | $650,000 |
| Retained Earnings | -$12,000 | $368,000 | $1,031,000 |
| Total Equity | $638,000 | $1,018,000 | $1,681,000 |
Exit Plan
Sentinel Ventures is investing $650,000 for 18% equity at a $2.95M pre-money valuation. We plan to give them a clear and profitable exit within 5–7 years. Our primary strategy is to position the company for a strategic acquisition by a larger cybersecurity or MSP group once we hit strong recurring revenue and enterprise traction. If a suitable acquisition doesn’t occur, we will execute a founder buyback at a predefined valuation floor to ensure Sentinel Ventures exits cleanly with a healthy return.
| Exit Option | Timeline | Exit Method | Expected Return |
|---|---|---|---|
| Strategic Acquisition (Primary Plan) | Year 5–7 | Acquirer buys out Sentinel Ventures’ 18% equity | 4–6x |
| Founder Buyback (Fallback) | Year 5 | Founders repurchase Sentinel Ventures’ stake | 2–3x |
| Secondary Share Sale (Optional) | Year 4–6 | Investor sells shares to later-round investors | 2–4x |
The exit plan gives Sentinel Ventures a clear, profitable path out—whether through a strategic acquisition or a structured founder buyback. Our goal is simple: grow fast, build real enterprise value, and ensure the investor exits with a strong return. This keeps our incentives fully aligned from day one.
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