INVESTMENT THESIS / IDEA → MVP

Build the capability.
Validate the business.

A focused vertical workspace for Guangzhou’s small industrial leasing teams. Start with one property. Prove better demand qualification. Then test repeatability.

Experience the product
01 / BEACHHEAD

The owner has space.
The team needs a method.

Independent owners with one or a few industrial sites, 1–8 leasing employees and substantial reliance on brokers. The buyer is the owner or leasing head; the user is the existing employee.

The supplied interview describes approximately 373,000 ㎡ of industrial space, within a 387,000 ㎡ total industrial-and-office portfolio. Industrial occupancy fell from about 90% to below 70%; five employees rely mainly on broker leads.

Owner interview supplied by the project team. Not independently audited; not product performance evidence.

AlternativeInitial framing to validate
Broker network

Relationships and deal coordination; owners may lack a direct demand workflow.

Industry platforms

Broader intelligence and management; test the onboarding burden for small teams.

General CRM / AI

Flexible tools; industrial constraints and qualification workflows need configuration.

Excel / messaging

Familiar tools; shared, traceable customer knowledge is harder to maintain.

Differentiation hypothesis: a lightweight, evidence-led workflow that helps ordinary staff qualify actual industrial leasing needs. Competitive advantage remains unproven.

02 / BUSINESS MODEL

A subscription to capability.

Pricing hypotheses · not validated
01 / Three-month pilot

¥3,000–10,000

One property, a small team and a standard leasing workflow.

02 / Core team

¥12,000–24,000

Per year. Property profiles, customer records and leasing guidance.

03 / Professional

¥24,000–50,000

Per year. Multiple properties, team analysis and deeper research.

Research add-ons would be priced separately. No deal guarantee; broker services remain complementary. All amounts are CNY.

03 / 12-WEEK PILOT

Test the smallest useful loop.

This is a proposed pilot roadmap, not completed work.

WEEK 01–02

Property foundation

Structure one real building and establish a staff workflow.

WEEK 03–04

Signal research

Research target companies and source-backed evidence cards.

WEEK 05–08

Real conversations

Guide 1–2 employees, record contacts and actual feedback.

WEEK 09–10

Efficiency & cost

Measure research time, qualification costs and failure reasons.

WEEK 11–12

External validation

Test reuse and willingness to pay with other owners.

Predefined experiment targets

Adjustable thresholds. These are not expected outcomes or achieved results.

30Source-backed signals
15Recorded contact attempts
5Substantive conversations
3Companies confirm needs within 12 months
1External owner willing to pay for a pilot
04 / ECONOMICS & LEARNING

Measure the cost
of a useful opportunity.

Primary test: time and money spent per company-confirmed, initially suitable leasing opportunity. Track staff research and contact time alongside direct tool and data costs.

Retained constraints, requirements, rejection reasons and outcomes may improve the workflow. That is a potential learning advantage, not an existing exclusive moat.

Cost per verified opportunityTo measure

Research + contact + tool costs / verified, initially suitable opportunities.

Customer acquisition costTo measure

Acquisition spending / new paying owners.

Gross marginTo measure

Revenue less direct data, AI and delivery costs / revenue.

Activation rateTo measure

Onboarded staff completing their first customer follow-up / onboarded staff.

Pilot-to-paid conversionTo measure

Pilots becoming paid subscriptions / completed pilots.

RetentionTo measure

Track cohort renewals and ongoing workflow use.

No fabricated unit economics or growth curves. Cross-owner learning would require authorization and appropriate anonymization.

05 / FUNDING ASK
PROPOSED VALIDATION BUDGET

¥250,000

Approximately six months. All amounts in CNY.

Fund the evidence that the product helps staff, that owners will pay, and that delivery can scale beyond founder-led manual work.

MVP development35%¥87,500
Data research25%¥62,500
Pilot & training20%¥50,000
Compliance & security10%¥25,000
Contingency10%¥25,000

Proposed allocation, not expenditure incurred. If value, payment or repeatability fail, do not expand costly data investment.

Judge it in the demo