Before: Accessing global information required physical libraries and manual document distribution.
Before: Building software required engineering teams, and internal tools required expensive SaaS subscriptions.
The Catalyst: The World Wide Web and Search Engines.
The Catalyst: LLMs and AI Coding Agents have driven the cost of writing initial code to zero.
The Result: "Democratized Information," where knowledge is no longer gated by physical location or institutional access.
The Result: "Democratized Software," where operational leaders generate functional apps without waiting on engineering or procurement.
of builders on AI coding platforms are non-developers
Taskade, State of Vibe Coding 2026
of YC W25 codebases were 95%+ AI-generated
Garry Tan, YC CEO, Mar 2025
Lovable: 8M users, 146 employees. One of the fastest-growing software companies ever
Sacra, Feb 2026
Non-technical teams can now easily build AI-generated apps: "VIBE_CODING".
They lack the QA and Site Reliability Engineering (SRE) capabilities to keep the apps alive.
The result is a massive accumulation of unmaintainable, insecure tech debt: "ORPHAN_CODE".
of orgs have had a production incident from AI-generated code
Harness, 2025
of AI-generated code fails basic security tests across 100+ LLMs
Veracode, 2025
of AI tools in enterprises remain completely unmanaged
Grip Security, 2025
predicted increase in software defects by 2028
Gartner, 2025
EPISTEMIC_DEBT
“The accumulation of functional software artifacts that the user owns legally but does not own cognitively. The gap between system complexity and human comprehension of it.”
arXiv 2602.20206v2, Mar 2026. ICSE 2026 panel on “Technical Debt in the AI Era”
The Democratized Software promise, kept.
Non-engineers ship functional apps connected to production data with zero operational guardrails.
Every app is a liability with an unknown blast radius.
The CTO Enterprise Dashboard: full visibility into every AI-generated app in your organization.
Every app that exits the runtime is a production-grade asset.
Introducing SRE-as-a-Service. The Stoda Managed Runtime acts as an autonomous SRE, not just a developer tool.
It handles, continuously and automatically:
Detects known CVEs and dependency vulnerabilities; authors remediation; deploys to governed environments.
Generates and maintains basic test suites that cover the most used paths.
Tracks upstream dependency state; validates compatibility before applying.
Detects configuration drift against declared state; restores to policy.
Reads app schema and operational context; authors custom invariant checks; executes them deterministically against live behavior.
Three commitments to enterprise trust:
Stoda deploys into your AWS, GCP, or Azure account. Your app code, schemas, infrastructure rules, and incident history never leave your VPC.
Export standard Terraform configuration, generated test code, authored rule libraries, and compliance reports at any time, in open formats. Walk away with everything you need to operate independently.
Every deployment, patch, and infrastructure change is recorded with signed attestation and provenance metadata. Full traceability from app creation through every operational action.
Designed for SOC 2, regulated data, and security reviews that kill SaaS vendors on questionnaires.
SEPARATION_OF_CONTROLS
Built into Stoda. Always growing. Every customer benefits from every new rule we ship.
Customized with AI from your company's policies, security posture, and compliance needs.
"all authentication must happen through Google SSO with the company's workspace"
Anchored by Platform + Enterprise layers, tailored for each app's schema, business context, and intent.
Flat marginal cost. Millisecond execution. No LLM round-trips at runtime.
Same input, same output. Every customer, every time. Fully auditable.
SRE reliability stays stable through LLM provider drift, prompt regressions, and model updates.
This separation of authoring from execution was coined as "The Rule Maker Pattern" by Guy Podjarny, Snyk founder, Sept 2025.
$200M+ disclosed funding across 10+ AI SRE startups. All focused on incident response for cloud-native microservices.
Stoda sits at a specific intersection: repo-agnostic + BYOC + AI-generated app hardening.
Adjacent players are moving. The window is open but narrowing.
Retool: $120M ARR. Managed runtime + self-hosted option. But only governs Retool-built apps. Not repo-agnostic.
Vercel: Self-driving infra roadmap (anomaly detection, code review, auto-PRs). But Vercel-cloud only. No BYOC. Early stage.
AI SRE vendors: Resolve ($125M), Cleric, NeuBird ($19M). React to incidents in existing infra. Don't harden code or generate tests.
Big Tech / Big AI: Revenue tied to compute or generation speed. No incentive to manage what gets built.
ICP_DEFINITION
Series A/B/C scale-ups (40–800 employees) where at least one non-engineer has already shipped an internal tool connecting to production data.
This is not “any company using AI.” It is the company that already has an incident waiting to happen, or has already had one.
Minimum qualifying signal: even 1–3 ungoverned apps connected to production data. These companies exist today, in volume.
Stoda targets two distinct profiles within the same organization. This duality dictates our two-pronged GTM motion.
Flying blind to shadow IT generated by their teams, yet holding ultimate liability for compliance, security, and uptime.
Can generate functional apps on Day 1, but completely lack the capability to deploy, host, secure, or maintain them.
CTO Dashboard. Full visibility, audit logs, and governance over every AI-generated app.
Frictionless deployment. Turns a fragile local script into a hosted, robust enterprise tool.
Founder-Led Outbound. Our CEO spent 6+ years as a scale-up CTO. Deep peer empathy makes direct enterprise sales credible.
Inbound (The Off-Ramp). Capturing builders at the "Day 2" wall. Solving hosting pain while bubbling up a hardened asset into the CTO's dashboard.
DAY_1 OUTCOMES // PAID DESIGN PARTNER // 1 COMPANY, 3 APPS
Mirrors the sales workflow 1:1.
Built and deployed by an operator. Used every day by the sales team.
Creative team productivity.
Built by the Creative VP. Now drives the team's daily output.
ROAS lift.
A non-engineer matched ad inventory against intent and shipped it to production.
Three apps. Three operators. Three measurable business outcomes inside one company. Tools that fit the workflow, instead of workflows bent to fit the tool. With Stoda, this is the win, without the catch.
Land-and-expand: every new AI-generated app is a natural expansion event.
cost of one SRE headcount (at ~$50K early ACV)
Loaded SRE FTE (SF)
$280K–$380K/yr
Stoda Platform
~$50K early ACV
SRE FTE displacement
6–8:1 cost ratio. One SRE = $280K–$380K. Stoda = ~$50K early.
Emerging AI governance budgets
Growing share of IT budgets reallocating toward AI tooling. New line items forming post-incident.
Displaced SaaS savings
35% of enterprises have already replaced SaaS with custom builds. Freed budget available.
ACV expands from ~$50K → ~$65K as customers add apps. A small fraction of all Series A/B/C companies · ~80% gross margins · $1M ARR mo 12 → Series A mo 18
Co-Founder & CEO
Co-Founder
Founding Principal Engineer
WHY_THIS_TEAM
Geronimo and Ben survived the trenches of scaling a startup from 10 to 160 people together. Ben and David weathered that same scale as peers on the senior leadership team. Geronimo and David have started companies together and worked intermittently for 15+ years. At pre-seed, team risk is the biggest risk. This team has already operated through the hard parts and delivered outsized returns.
Engineering in Toronto leverages Canadian SR&ED tax credits, maximizing runway while maintaining SF sales presence.
SRED_MULTIPLIER: ACTIVE01 · ARCHITECTURE
Fully automated deployment pipeline, deterministic rule engine, infrastructure rules authoring (LLM), CTO dashboard, BYOC deployment package, audit chain. Production-grade, building on what's already operational.
02 · REVENUE
20 paying customers, $1M ARR by month 12. Model reaches ~$3.2M ARR by month 18 with ~60 customers.
03 · UNIT ECONOMICS
ARPU ~$4,200/mo at month 12. Blended ~$4,100/mo at month 18 as early cohorts expand. Gross margins ~81%.
TARGET: $1.5M // POST-MONEY CAP: $10M // RUNWAY: 18 MONTHS (All figures USD)
ROUND_DELIVERABLES
PRODUCT: Fully automated deployments and SRE workflows: security patching, test coverage, dependency management, and drift correction.
GTM: 60 paying customers at $3.2M ARR by month 18.
Eng salaries, software, and AI tokens. Core team in Toronto. Figure excludes SR&ED tax credits, which refund up to 60% of R&D salaries and further extend runway.
Founder-led sales out of San Francisco early in the round; GTM Engineer and Account Executive hired later to scale the motion.
Legal for contracting, plus a cross-border corporate structure that optimizes for tax across the board, preserving SR&ED credits and tax benefits for early Canadian investors while satisfying US VC and sales requirements.
SOC 2 pipeline and enterprise-grade security containers for design partner IT reviews.
Fractional finance, supplies, and office. Operational buffer.
Your AI generates apps, we make them last.
stoda.ai