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Growth stack for Telegram builders.
B2B SaaS for the supply side. Consumer marketplace for the demand side. AI-native, on the same surface. The whole launch cycle, in one perimeter.
Where we are
The deck
17 slides. Two views: scrollable review-mode (visual + detailed read-along stacked), or fullscreen pitch-mode for live presentation.
The story
Vision, business model, traction, and the macro window. Each document is single-source-of-truth for its topic.
Positioning
«Growth stack for Telegram builders.» Two-product framing. Insights that nobody else sees.
MoneyBusiness model
5 revenue streams. Asymmetric upside. Stabilization point at $30-35K/mo.
MacroWhy now
Durov back to TON (May 4, 2026). Bot API 9.6 + Mini Apps 2.0. Russia-block defanged. AI-coding wave.
ExecutionTeam
Mark (founder, Tone-era track record). Anton (Head of Bloggers). CTO + small engineering core. Content team.
TractionNumbers
Apps Pro inbound funnel. Notspy users. Influencer pipeline (~50). Russian conversion pipeline (7-10 paid builds).
DistributionInbound flywheel
Two viral Reels → ~370 sign-ups → ~13 paying. ~50 micro-influencers onboarded. 30/20/50 commission.
Market research
Live-sourced research on 13 messenger / superapp ecosystems. Top players, growth trajectories, user personas, region mapping.
Ecosystem digest
13 ecosystems tier-ranked. Telegram (home) → TikTok + Discord (next) → LINE TW (year 2) → World, WeChat (later).
ResearchGrowth patterns
Top players + viral arcs + monetization benchmarks. Telegram clicker era over; Tier B (1-10M) is SaaS sweet spot.
ResearchUser personas
15 personas × 18 universal need-categories across age cohorts and regions. Substrate for ecosystem-coverage mapping.
ResearchSphere × ecosystem matrix
Weekly active users per life-sphere per major messenger. Methodology shown per cell. Confidence-graded.
ResearchVerification log
Live-sourced facts with URL citations (May 2026). Quantitative claims backed by primary sources.
ResearchFull research workspace
~108K words across 19 files. Per-ecosystem talmuds + top-player deep-dives + user personas + cross-cutting synthesis.
Recent activity
- 2026-05-09Sphere × ecosystem matrix added — 8 spheres × 5 messengers × WAU with methodology per cell
- 2026-05-09User personas + 18-category needs taxonomy (15 personas × 14 countries × 5 age cohorts)
- 2026-05-09Round 3 ecosystem research: top players + growth trajectories (Telegram, TikTok, Discord, LINE, WeChat)
- 2026-05-09Round 2 ecosystem research: 7 new talmuds + LinkedIn corrected (live-sourced)
- 2026-05-09Saturday advisor call applied: slide 01 refocused, slide 08 multi-ecosystem inserted, slide 12 Notspy unlock, slide 16 Russia → resilience
- 2026-05-0917-slide deck v1 with two-act + Lovable comparable + audience philosophy + launch cycle
- 2026-05-08Loom call → conversation logged + 3 decisions (positioning, pricing pivot, round-type)
- 2026-05-08CTO sync → in-house Sentry-style support module decision + roadmap update
Full commit history: github.com/engagementlabs/appss-business/commits/main →