CRM, projects, and an AI assistant in one place — one operating workspace for the whole business, not another disconnected tool. Live now at lumisos.ai.
Small teams run their companies across a duct-taped stack — a CRM here, a project tracker there, Slack, Notion, spreadsheets, and a pile of AI add-ons that don't talk to each other. The result is sprawl, wasted spend, and decisions made with half the picture.
Lumis OS collapses that stack into one calm workspace. Customers, projects, and operations share a single connected data model — with an AI assistant on top that surfaces what needs you today, instead of adding one more tab to the pile.
Pricing is simple and predictable: three flat monthly plans with users included. The MVP is live at lumisos.ai. This pre-seed round is designed to prove whether Lumis OS can become a repeatable SMB SaaS growth engine — the next 18 months are about activation, retention, and one repeatable acquisition channel.
The average company runs on 100+ SaaS apps, and small businesses touch far more once you count the tools each person quietly signs up for. The cost isn't just money — it's fragmented data, constant context-switching, and a business no single system can actually see.
The deeper problem isn't just too many apps — it's that none of them run the business. SMB and mid-market teams have no single source of truth, drown in repetitive busywork, can't afford a full bench of specialists, and watch tools die from low adoption. So we didn't just merge apps into one place — we built the layer that operates on top of them: a live Mission Control, AI Automations for the busywork, AI Executive Teams that act like on-demand operators, Crew to keep teams engaged, and Lumis AI to answer across all of it. And we priced it so a small team can actually afford the whole thing.
Instead of integrating ten tools, Lumis OS replaces them with one. CRM, projects, and team operations share a single connected data model — and a native AI co-pilot sits on top of all of it, not bolted onto the side.
Because the data is unified, the AI can reason across the whole business and tell you what matters now — acting as genuine mission control rather than another chatbot in a sidebar. Quiet by default. Opinionated when it counts.
Each feature exists because a small team was losing time somewhere. Together they form one operating layer — and the pricing means a team can afford all of it. A roadmap of deeper intelligence widens the moat from there.
Live today
Stop stitching a dozen apps together. CRM, projects, and operations live in one place, on one connected data model.
Founders waste hours chasing status. One live view of customers, work, and priorities — what's on track and what needs you, right now.
Answers are buried across tools. Ask Lumis anything across the whole workspace; it drafts, summarizes, and acts in plain language.
Small teams drown in busywork. Automations handle the follow-ups, updates, and handoffs so people do the work that actually matters.
SMBs can't afford a full bench of specialists. On-demand AI operators deliver the briefings, analysis, and recommendations a department would.
Tools die when no one adopts them. Gamification and rewards build momentum and recognition — so the team shows up and the workspace stays alive.
The intelligence roadmap
Watches engagement signals and flags client relationships going cold before they churn — turning retention from reactive to proactive.
"What happens if we move this deadline or add this person?" Models the downstream impact on delivery and capacity before you commit.
Connects cause to effect across CRM and projects — tracing a stalled deal to the blocked project that's actually behind it.
Too big for a spreadsheet. Too lean to run — and pay for — Salesforce, monday.com, and a BI tool stitched together. This is where Lumis OS wins first.
SMB and mid-market teams — typically under 100 seats: agencies, consultancies, service businesses, and growing startups that feel buried in tabs.
The founder-operator or ops lead currently running the business out of 6–10 disconnected tools, personally absorbing the cost of nothing talking to each other.
AI finally makes a unified, proactive operating layer possible — and SMBs are actively cutting "toxic" SaaS spend. Consolidation is the tailwind, not a hard sell.
Enterprise-capable, SMB-focused by choice. The architecture scales to enterprise — but we believe the value lands hardest where the tool sprawl hurts most: small and mid-market teams. We start where the pain is sharpest, and grow upmarket with our customers.
Incumbents force a trade-off: powerful-but-heavy suites (Salesforce, HubSpot) or flexible-but-DIY canvases (Notion, Airtable) and single-domain tools (monday, Asana) with AI bolted on after the fact.
Lumis OS owns the open corner — genuinely unified and AI-native, built for lean teams, priced simply. Hard for incumbents to reach without rebuilding their data model and re-pricing their seats.
CRM + projects + ops on one connected graph — not modules bolted together. It's the substrate the intelligence roadmap runs on, and it can't be retrofitted onto a legacy architecture.
The AI is native, not added — and with bring-your-own-LLM, customers control their model and cost. Competitors would have to rebuild from the data layer up.
Flat monthly plans with generous user counts included and transparent $15/user overage. No per-seat sprawl, no surprises — hard for incumbents to match without cannibalizing seat revenue.
Once a team runs its customers, projects, and operating cadence inside Lumis, switching means re-platforming the whole business. Retention strengthens over time.
Small teams put their entire business into Lumis OS — so trust is built into the architecture, not bolted on later. The same foundation that protects a two-person studio is ready to scale to thousands of workspaces without a rewrite.
Unify the tools, data, and workflows small teams use to run the business into one AI-native operating workspace.
A future where business owners spend less time chasing updates and more time making confident decisions, serving customers, and growing the company.
Three flat monthly plans, each with users included. Predictable by design — no per-seat math, just a transparent $15/user if you grow past your tier.
Additional users $15/user per month on any tier.
The figures below are an illustrative operating model — a Team-weighted plan mix with per-user expansion, sold through a self-serve, community-led motion. They are management projections, not actual metrics, and exist to be validated against live cohort data this round.
~$2K–$3K MRR target. Activate the first cohort; baseline onboarding, usage, and retention.
~$7K–$9K MRR target. Live retention cohorts; test acquisition channels; refine packaging.
~$20K–$30K MRR target. One repeatable channel; retention validated; seed-ready.
The operating dashboard we run the company on:
The wedge is simple: fewer tools, clearer priorities, no pricing surprises. We'll capture high-intent operators through content, paid search, founder-led outreach, and community — then convert them with fast onboarding, easy imports, and a clear first "aha."
Free trial → paid conversion. Fast onboarding, guided imports, templates, and AI briefings create the first "aha" before a sales call is needed.
Capture operators already searching for simpler ways to run customers, projects, workflows, and teams from one place.
Test Google Search for high-intent demand, Meta for founder/operator audiences, and LinkedIn for agency, consultant, and small-business decision makers.
Target agencies, consultants, fractional operators, and service businesses; convert early champions into referral and implementation partners.
Lumis OS has a live MVP. This round funds the proof: activation, retention, and one repeatable GTM motion. The goal is to turn early customer demand into seed-ready evidence — with a $1.0M hard cap for strategic investors.
