Turning chaotic service operations into scalable infrastructure.

Beachhead: The tutoring & test-prep market.

The Category

The Service Business OS

Service businesses are still running on fragmented tools. They use one system for leads, another for scheduling, another for payments, another for delivery, and spreadsheets to hold the truth together.

Current Reality

Fragmented CRM
Disconnected Scheduling
Manual Billing & Spreadsheets

The Evallo OS

One Vertical Operating Layer Unified roles, payments, and delivery.

Tutoring is the beachhead. Service ops is the category.

The Wedge

Why Tutoring First?

Tutoring is one of the hardest service-business workflows to solve. It is the ultimate stress test for our architecture.

The Multi-Stakeholder Problem

  • Parent pays.
  • Student attends.
  • Tutor delivers.
  • Admin coordinates.

The Unlock

That dynamic creates massive complexity across scheduling, attendance, billing, and progress tracking.

If Evallo can solve this specific workflow, the same operating layer expands seamlessly into simpler service-business categories.

The Baseline Pain

The Workflow Mess

Spreadsheets + Calendly / Acuity + Manual Notes + TutorBird / Teachworks + Legacy CRMs

The Result:

  • Admin overload and burnout
  • Billing leakage (untracked attendance)
  • Poor visibility into business health
  • Inconsistent and fragmented client experience

Current Landscape

Why existing tools fail

Generic Tools

Flexible, but totally fragmented. Requires operators to duct-tape workflows together.

Legacy Industry Tools

Have operational depth, but feel like they were built in 2012. Poor UI/UX hinders adoption.

Content/Prep Platforms

Content-first platforms that lack the heavy operational, scheduling, and billing features required to run the business.

Custom Software

Massively expensive and slow to build and maintain for SMB operations.

The Solution

Evallo centralizes the entire service workflow.

CRM

Scheduling

Invoicing

Tasks & Delivery

Client Portals

Reporting & Analytics

Architecture

Built to Generalize

Today, Evallo supports tutoring-specific workflows. The next platform layer introduces structural primitives designed for any service provider.

Configurable user types
Custom role labels
Granular permission levels
Vertical-specific onboarding
Business-type templates
Reusable service-delivery primitives

Evolution of Roles

Tutor → Student → Parent
Provider → Client → Manager

...or any structure the business needs.

Live Product Snapshot

staging.app.evallo.org/signin
Connecting to Evallo...

Target Market

Beachhead: Tutoring

Focusing on operators with 5–150 tutors.

Chosen not because it is the only market, but because it is the fastest path to deep workflow validation. They feel acute operational pain, yet are nimble enough to make rapid switching decisions.

The Opportunity

Market Expansion: From Tutoring to Service Operations

1

Beachhead

Tutoring & Test-Prep

Proves the product and GTM. ~$120M+ Near-term SOM.

  • • SMB test-prep centers
  • • Boutique tutoring agencies
2

Adjacent

Education & Advisory

Expands product without major architectural change.

  • • College counselors
  • • Mentoring & Coaching
  • • Training centers
3

Scale

General Service Providers

The venture-scale, multi-billion-dollar market.

  • • Consultants & Agencies
  • • Professional services
  • • Appointment-based businesses

Traction Reality

Current Baseline

We survived the hardest part of early SaaS: we found validation, hit a wall with tech debt, and successfully rebuilt for enterprise scale.

$100k

V1 Lifetime Rev.

70+

V1 Onboarded

120-Seat

V2 Enterprise Anchor

Stable

V2 Architecture Live

The V1 Learning

In V1, we did heavy custom integrations that drove $80k+ revenue but broke scalability. Tech debt and migration friction caused high churn. We stopped selling, rebuilt the core over 6 months, and launched Evallo 2.0. Our first anchor on the new stack is a 120-tutor enterprise running flawlessly.

Evallo 2.0 Customer Proof Scale Variance

120+

Enterprise Anchor

120+ Tutors Active

Replaced custom legacy software with Evallo 2.0 to manage scheduling and deep academic tracking at massive scale. Proves the new architecture handles enterprise loads flawlessly.
7

The Sweet Spot SMB

7 Tutors Active

Consolidated disjointed spreadsheets and manual communication apps into one unified CRM and Parent portal. Our ideal target for rapid implementation.

V1 Learnings

Solo Operators

Beta users who proved that while the platform worked for individuals, solo operators are too cost-sensitive to scale. We officially fired this ICP to focus entirely on agencies.

The Strategic Inflection

How we burned the boats and rebuilt the right way.

Phase 1: Validation & Tech Debt

Generated $80k+ through custom integrations and onboarded 70+ beta users. It proved the massive pain point, but the custom code broke scalability. Churn spiked.

Phase 2: The Rebuild

Made the hard founder call to stop selling. Parted ways with legacy tech team. Brought on a new specialized CTO (Feb 2026) and rebuilt the entire architecture for multi-tenant SaaS.

Phase 3: Evallo 2.0

Launched the bulletproof V2 infrastructure. Immediately secured a 120-tutor enterprise anchor. Zero custom code. Locked ICP on multi-provider agencies. We are now ready to scale.

Execution

12-Month Commercialization Sprint

Months 1-3

Platform Generalization

Dynamic Roles Playbooks

Months 4-6

Tutoring Sales Engine

Outbound Managed Migration

Months 7-9

Adjacent Pilots

Coaches/Counselors Vertical Flows

Months 10-12

Scale & Prep

Scale Winners Series A Ready

Why This Scales

Platform Generalization

Dynamic roles and custom labels spin up new service verticals without rewriting code.

Configurable Architecture

Billing, session types, and permissions are handled entirely through settings.

Productized Onboarding

Migration playbooks import data and configure systems in a standard 10–14 day window.

System-of-Record Expansion

Owning daily ops unlocks massive expansion into payments, AI reporting, and payroll.

Target Ops Leverage: 1 CS / Migration Specialist onboards 6–10 businesses/month.

Financials

The Path to $50M+ ARR

$1M ARR

Year 1

Tutoring Wedge

200+ Orgs. High ARPA.Proving the OS.

$10M ARR

Year 2-3

Adjacencies

1,000+ Orgs. Expanding toCoaches & Counselors.

$50M+ ARR

Platform Scale (Yr 4+)

The Service OS Category

  • Multi-vertical rollout
  • Marketplace Take-rates
  • AI Workflow Up-sells

Competitive Landscape

Ops Depth
Vertical Depth
Legacy CRM
Content Platforms
Spreadsheets
EVALLO
Existing players optimize either business operations or content workflows.Evallo is built to combine both into one system of record.

The Moat

Why We Win

Founder-Market Fit

Built by an operator who lived the pain. We aren't guessing the workflow; we survived it.

Workflow Depth

Unlike generic CRMs, Evallo connects admin, provider, client, and billing tightly together.

System-of-Record Gravity

Owning the daily ops creates massive switching costs and high retention.

Data Advantage

Usage creates a proprietary dataset to power future AI forecasting and automation.

A team built for vertical SaaS.

Kartik Sarda

Kartik Sarda

Founder & CEO

  • 7+ years tutoring ops.
  • Built Seven Square Learning.
  • Leads founder-led sales.
Pushpendu Ghosh

Pushpendu Ghosh

CTO

  • 8+ years B2B SaaS.
  • Scaled systems to 7M+ users.
  • Owns platform generalization.
Abhijit Nayak

Abhijit Nayak

Head of Product

  • Ex-Amazon PM & Design.
  • Expert in complex workflows.
  • Owns UX simplification.

The Ask

$1M Seed Round

Evallo has absorbed the hardest part: domain complexity and product development. The next bottleneck is commercialization.

What we prove in 12 months:

  • Acquire multi-provider businesses repeatedly.
  • Execute 10–14 day migration playbooks.
  • Scale channels beyond founder-led sales.

Use of Funds

Use Amount
Platform Gen. $300K
Sales Engine $250K
Migration Ops $200K
Marketing $150K
Runway Buffer $100K
kartik@evallo.ai