CONFIDENTIAL/FOR OFFICIAL USE ONLY/v1.0 — MAY 8, 2026
Melody Forrest
Holdings LLC.
Stealth-mode B2B EdTech operating company. Proprietary bioacoustic IP across K–12 accessibility, museum/cultural exhibits, and corporate wellness. Public exit December 31, 2026.
EXIT
DEC 31 2026
RAISE
$500K – $1.5M
TAM (MID)
$78.66B
3-YR SOM
$4M – $7.5M
SECTION 01
Corporate & Legal Structure
Lean Delaware C-Corp with a clean cap table and a centralized IP holding subsidiary engineered for institutional diligence.
┌──────────────────────────────────────┐
│ MELODY FORREST HOLDINGS LLC │
│ Delaware C-Corporation · STEALTH │
└────────────────────┬─────────────────┘
│
┌──────────────────────────────┼──────────────────────────────┐
│ │ │
┌───────┴─────────┐ ┌────────────┴────────────┐ ┌─────────┴────────┐
│ IP HOLDINGS │ │ OPERATING ENTITY │ │ ADVISORY BOARD │
│ (Subsidiary) │ │ Product · Sales · GTM │ │ Strategy · IP │
│ 6 patents │ │ Founder + Dev (1) │ │ Legal · Finance │
│ 4 trademarks │ │ Bootstrapped │ │ Non-equity │
└─────────────────┘ └─────────────────────────┘ └──────────────────┘| ROLE | ENTITY / NAME | STATUS | EFFECTIVE |
|---|---|---|---|
| Parent Co. | Melody Forrest Holdings LLC | Delaware C-Corp | May 2026 |
| IP Subsidiary | Melody Forrest IP Holdings LLC | Pending Formation | Q3 2026 |
| HQ | Providence, Rhode Island | Operating | Active |
| Founder / CEO | Melody Forrest, M.Ed. | 100% Equity | Active |
| Development | 1 Outsourced Contractor | Contract — 30–40 hrs/wk | Active |
| Cap Table | Pre-Seed / Bootstrapped | $0 External Capital | May 2026 |
SECTION 02
Intellectual Property & Patent Portfolio
Six patent-pending technologies and four trademarks held under a centralized IP subsidiary. Provisionals filed Q1–Q3 2026; nonprovisionals targeted at Series A close.
Patent Portfolio · 6 Filings
| Technology | Status | Application | Expected Issue | Commercial Use |
|---|---|---|---|---|
| Bioacoustic Operating System | Provisional Filed | Q1 2026 | Q1 2027 | All 3 platforms |
| Sound Genome Technology | Provisional Filed | Q1 2026 | Q1 2027 | Wellness API · adaptive learning |
| Predictive Regulation Model | Provisional Filed | Q2 2026 | Q2 2027 | Healthcare integration |
| Bird-Speak Translation & Urban Birding ML | Provisional Filed | Q2 2026 | Q2 2027 | Exhibit design · museums |
| ADA/WCAG Compliance Automation Engine | Provisional Pending | Q2 2026 | Q3 2027 | K-12 compliance module |
| Real-Time Bioacoustic Analysis & Streaming | Provisional Pending | Q3 2026 | Q3 2027 | Wellness API · real-time |
Trademark & Brand IP · 4 Filings
| Mark | Type | Status | Filing Window | Commercial Use |
|---|---|---|---|---|
| Melody Forrest | Word Mark | Provisional Application | May 22–30, 2026 | Core brand |
| Sound Genome | Word Mark + Logo | Provisional Application | May 22–30, 2026 | Wellness API |
| Exhibit.AI | Word Mark | Provisional Application | May 22–30, 2026 | Exhibit platform |
| AccessSound | Word Mark + Logo | Provisional Application | May 22–30, 2026 | K-12 compliance |
SECTION 03
Market Opportunity — TAM / SAM / SOM
Three adjacent high-growth segments — K-12 EdTech, accessibility, museum/cultural — plus a standalone Sound Genome Wellness API opportunity in U.S. corporate wellness and digital therapeutics.
Combined TAM (Mid)
$78.66B
K-12 + Accessibility + Museum
Wellness API TAM
$24–28B
U.S. corporate wellness + DTx
Consolidated SAM
$11–23B
6–15% of combined TAM
Bioacoustic Niche
$2–3B
Emerging SAM subcategory
Combined TAM Analysis · Three-Segment Build
| Scenario | K-12 EdTech | Accessibility | Museum / Cultural | Combined TAM |
|---|---|---|---|---|
| Conservative | $32B | $1B | $9B | $42B |
| Mid-Range | $32B | $26.66B | $20B | $78.66B |
| Aggressive | $295B | $88B | $66B | $449B |
SOM 3-Year Revenue Build · Consolidated ARR ($K)
Mid-point projections
SECTION 04
Financial Projections
Lean stealth-phase burn through December 2026. Series A deployed Q2 2027 funds team expansion and the path to acquisition exit at $50M–$100M+.
Revenue Build · 2026 → 2029
| Metric | Stealth (2026) | Year 1 (2027) | Year 2 (2028) | Year 3 (2029) |
|---|---|---|---|---|
| MRR | $0 | $20K – $50K | $50K – $100K | $100K – $200K |
| ARR | $0 | $250K – $600K | $600K – $1.2M | $1.2M – $2.4M+ |
| Paying Customers | 0 | 50 – 100 | 200 – 400 | 500 – 1,000 |
| Gross Margin | — | 60 – 65% | 65 – 70% | 70%+ |
| Op Burn / Month | $12 – 15K | $50 – 70K | $30 – 40K | Positive |
Stealth Burn · May–Dec 2026
| Current Runway | Through Dec 31, 2026 (8 mo.) |
| Monthly Burn (Stealth) | $12K – $15K |
| Total Stealth Burn | $96K – $120K |
| External Capital | $0 (fully bootstrapped) |
| Pre-Seed Bridge (opt.) | $150K – $200K |
Exit Metrics · Acquisition Targets
| Acquisition Window | Years 3–5 (2029–2031) |
| Target Exit Valuation | $50M – $100M+ |
| Required ARR at Exit | $10M+ |
| Required NRR | > 120% |
SECTION 05
Series A Capital Raise
Target raise $500K–$1.5M. Investor presentations commence January 2027; close Q2 2027. Allocation modeled at $1M mid-point.
$1M Use of Proceeds · Allocation
CTO / VP Engineering$150K 15%
3–4 Software Engineers$200K 20%
Customer Success + Sales + Marketing$180K 18%
Infrastructure · Cloud · Bioacoustic Equipment$100K 10%
Legal · IP Finalization · Compliance$75K 7.5%
Working Capital + Contingency$195K 19.5%
Reserve / Carry-Forward Buffer$100K 10%
$1M Proceeds Table
| Line Item | Amount |
|---|---|
| CTO / VP Engineering | $150K |
| 3–4 Software Engineers | $200K |
| Customer Success + Sales + Marketing | $180K |
| Infrastructure · Cloud · Bioacoustic Equipment | $100K |
| Legal · IP Finalization · Compliance | $75K |
| Working Capital + Contingency | $195K |
| Reserve / Carry-Forward Buffer | $100K |
| Total | $1,000K |
Post-Series A Headcount Plan · 2027
| Role | Hire Timeline | Year-1 Cost |
|---|---|---|
| Chief Technology Officer | Q1 2027 | $120K – $180K + equity |
| 3–4 Software Engineers | Q1–Q2 2027 | $150K – $250K |
| Customer Success Manager | Q2 2027 | $60K – $80K + equity |
| Sales Development Rep | Q2 2027 | $50K – $70K + commission |
| Marketing / Growth Lead | Q3 2027 | $70K – $100K + equity |
Strategic Acquirer Profile · Exit Pathway
| Buyer Category | Representative Acquirers | Window | Valuation Range |
|---|---|---|---|
| EdTech Consolidators | Instructure · Blackboard · Coursera · Schoology | Years 3–4 | $50M – $150M+ |
| Accessibility Tech | Microsoft · Adobe · Google Accessibility | Years 2–3 | $30M – $75M |
| Cultural / Museum Tech | Exhibitry · Teaching Museums · Promenade | Years 4–5 | $20M – $50M |
SECTION 06
Master Roadmap — to January 2027 & Beyond
Sequential execution roadmap from May 2026 through Series A close and acquisition window. The December 31, 2026 stealth exit is the inflection point.
MAY 2026
Provisional trademarks filed
Melody Forrest, Sound Genome, Exhibit.AI, AccessSound — May 22–30.
JUN 2026
Patent provisional filings complete
All 6 patent provisionals filed; FTO analysis closed.
JUL 2026
RIBBA Emerging Leaders Program begins
7-month founder acceleration cohort; mentor assignments.
AUG 2026
K-12 beta testing begins
2–3 partner districts; case study development underway.
SEP 2026
Series A ask finalized
$500K–$1.5M target; 10–15 investor list confirmed.
OCT 2026
Beta case studies & white papers
Thought leadership content queued for Jan 2027.
NOV 2026
RIBBA cohort concludes
Governance framework, pitch deck, board readiness complete.
DEC 31 2026
STEALTH EXIT — Public Launch
Website live · press release · partnership announcements · Series A presentations scheduled.
JAN 2027
Series A roadshow commences
Founder roadshow; 10–15 investor meetings.
FEB–MAR 2027
Term sheet discussions
Lead investor negotiations with 2–3 firms.
APR–MAY 2027
Diligence & legal close prep
Cap table finalized; nonprovisional patent filings prepared.
JUN 2027
Series A capital close
Funding deployed · CTO hire · team expansion begins.
2028
Year 2 expansion
200–400 customers; $600K–$1.2M ARR; CAC payback < 18 mo.
Q4 2028
Optional Series B
$3M–$8M for sales expansion + bolt-on M&A.
2029–2030
Acquisition exit window
Target valuation $50M–$100M+ at $10M+ ARR · NRR > 120%.