Growth stack for Telegram builders.

Two-product platform — B2B SaaS + consumer marketplace, on the same surface. AI-native.

Telegram · ~1B / 300M active World · ~10M+ Roblox · ~70M DAU Line · ~200M MAU Kakao · ~50M MAU WeChat · ~1.3B MAU LinkedIn · ~310M MAU

To turn an idea into a Telegram app today,
you stitch together ~10 services.
We replace them with one perimeter.

Today (~$200-400/mo)

  • Cursor / Claude Code — vibe-code
  • BotFather — manual bot config
  • ngrok / cloudflared — tunnel localhost
  • Figma — branding & assets
  • Mixpanel / Amplitude — analytics
  • AppsFlyer / Adjust — attribution
  • Stripe — payments (bent for Stars)
  • Customer.io / OneSignal — push
  • Intercom / Zendesk — support
  • Tagger / Modash — influencer ops
  • Perplexity — market data scraping

Apps Pro ($19-34/mo)

One subscription. One management perimeter.

  • Build / test / list / brand
  • Analytics native to Telegram primitives
  • Stars / TON / partner programs first-class
  • Push / referrals / social tracker
  • Sentry-style support, Telegram-native
  • Verified market data (not web-scrape)
  • AI-native — manage from ChatGPT / Claude / Cursor
  • Three surfaces: web · TG bot · AI connector

Pays for the app you create — not for tools.

What we built. Two products. One perimeter. Replaces ten things.

App Store (consumer)

[ Mini App phone-frame mock ]
  • Discovery · app pages · reviews · collections
  • Earn loop: Stars staking · partner programs · bounties
  • Influencer verification (3-click via @appss-bot)
  • ~5 000 apps · 6 languages · 5 regions

Apps Pro (B2B SaaS)

BlockReplaces
Market Research AI ⭐Perplexity / scraping$20
Designer StudioFigma + manual$15
Pro Builder in buildCursor / Claude Code$20
Pro DashboardMixpanel / Amplitude$25-100
Push ManagementCustomer.io / OneSignal$30-80
Referral Systemself-builteng time
Social TrackerTagger / Modash$50-150
Apps Pro Bot planned
Support module plannedIntercom / Zendesk$40-100
AI-native connectorsdoesn't exist elsewhere

$19-34/mo. Apps Pro.

The flywheel. We own the «main traffic». We trade it back to founders for more apps.

① Builder ships
via Apps Pro
② App listed
in @appss App Store
④ Demand pulls
next builder in
③ App Store users
discover the app

Mechanic 1 — Referral loop

When a user vibe-codes via Apps Pro, the referral system is built in. Their app's users get referral links via App + Listing Apps → all proxy traffic flows into our funnel → we recommend more apps.

Mechanic 2 — Community-vote exchange

Founder asks their community to vote → attracts new users from our pool → in exchange, we route a small portion of their existing audience to other apps in the catalog. Proportional swap. We are the orchestration layer.

Five revenue streams.

Two are live. Two are ready, awaiting volume. One is structurally uncapped.

#StreamStateMechanic
1Pro subscriptionsLiveApps Pro credit-based SaaS, $19-34/mo
2Partner-program commissionLiveCut on CPA payouts inside catalog apps
3App Store traffic salesReadyFeatured / promoted slots; awaits DAU stabilisation
4Influencer marketplace feeIn-flightProductising ~50 onboarded influencers
5Portfolio apps∞ UncappedNotspy / Cover Food / VPN — we own these directly

SaaS floor + marketplace + portfolio ceiling = no cap.

Asymmetric upside.

SaaS floor. Marketplace compound. Portfolio ceiling.

ModelFloorCeiling
Pure SaaS (Mixpanel-style)Strong (recurring)Capped at SaaS multiples
Pure marketplace (Etsy-style)Weak (one-shot take-rate)High
Pure portfolio (Web3 fund)Weak (no recurring)Very high; high variance
@appssSaaS recurringUncapped via portfolio

Apps Pro keeps the lights on. Marketplace creates the flywheel. Portfolio rides the breakouts.

Traction · Apps Pro

Cold IG → ~370 sign-ups → ~13 paying customers in 10 days. New pricing just shipped 2026-05-08.

MetricValueNote
Visits (recent ~30d)~1 500Mostly two viral Reels
Sign-ups~370Telegram-auth registrations
Pro purchases (recent cumulative)~13Payment-side count
Daily Pro purchases~3 / dayBaseline
ASP per purchase$6-17Rubles-denominated
Hero entry use-caseMarket Research AI«Clarity before they build»
Pricing modelCredit-basedShipped 2026-05-08

Pre-funnel optimisation. Pre-marketplace productisation. This is the trajectory before any of those levers.

Traction · Notspy proof point

~115 000 users went through Notspy. Built end-to-end on the @appss stack.

~115K

users gone through Notspy

  • Stack proof: SDK · platform-service · partner programs · referral system · influencer onboarding — all running on Apps Pro infra
  • Recent reality check: payment bug 2026-05-08 caused real revenue loss — we caught and ship-fixed
  • Russia-block context: sales fell during pre-9-May internet shutdowns; recovery as VPN coverage stabilised
  • Why we show this: if Apps Pro can power Notspy, it can power your portfolio company's app

Traction · Inbound flywheel evidence

~50 micro-influencers onboarded. 30 / 20 / 50 commission. Productises into revenue stream #4.

  • ~50 micro-influencers onboarded (~20+ in past week alone)
  • 30 / 20 / 50 standard commission — blogger / manager / platform
  • Two viral Reels drove most of the recent surge
  • 600-700K total Reels views across recent campaigns
  • 24% interest rate — 50 of 230 contest viewers ready for training
  • Three winning patterns: vibe-coding hooks · process-driven «here's how» · founder-led credibility
  • Productisation: in-flight as in-Apps-Pro influencer marketplace (stream #4)

Why now · Durov is back to TON

TON Foundation closed. TON ≡ Telegram. Telegram is the largest TON validator.

~$400M staked
  • TON Foundation closed. TON is operationally Telegram, with Pavel Durov as the central figure.
  • Telegram = largest TON validator (~$400M staked, past few weeks).
  • Marketing budgets unlock — projects waiting for signal got it.
  • Founders scrambling to ship — they need a stack — that stack is Apps Pro.

The single biggest macro event for Telegram-native projects in the past quarter.

Why now · Telegram Functions + agentic-dev wave

Telegram is explicitly courting AI agents. AI tools brought the audience. They don't speak Telegram. We do.

  • Telegram Functions (beta) — hosted small-logic execution for bots, built-in mini-IDE.
  • Bot-managed-bot — one bot can spin up another, designed for AI agents.
  • AI coding tools (Cursor / Claude Code / Replit / Cody) bring vibe-coders pouring into Telegram.
  • The gap: none of those tools know init_data, Stars, channel distribution, partner programs.
  • Apps Pro fills the gap. Market Research is already the entry use-case for vibe-coders who hit the Telegram wall.

Telegram pulls them in low-level. Apps Pro picks them up at the next layer.

Why now · Russia block is no longer an objection

~20-30% drop. Mostly pro-Kremlin segment. The rest used VPN. Recovery in days.

[ Line graph: TG views in RU — pre-block flat → block drop → quick VPN recovery ]
  • Total Telegram views in Russia dropped only ~20-30% post-block (April 2026).
  • Drop concentrated in pro-Kremlin segments — ~20% moved to alternative messengers.
  • Rest of audience used VPN — views recovered in days, not months.
  • For us: the Russian-language audience remains intact; the «what if Russia blocks Telegram» objection is defanged.

Team

  • Mark — Founder / CEO. Telegram-native track record (Tone era), Notspy ship (115K users), Apps Pro live. Picks up founder-pain directly until it ships as product.
  • Anton — Head of Bloggers / Marketing. Owns all influencer / blogger relationships across Engage Lab products. Standardised 30/20/50 commission.
  • CTO — Engineering leadership across Apps Pro, platform-service, builder-api, SDK.
  • Engineering core: Vanya (backend / migrations) · Bogdan (frontend / bot) · Slava (frontend) — small team, deliberately.
  • Content team: Mark + Misha + Anton + ~50 onboarded micro-influencers.
  • Advisors / cap table: [TBD]

Ask · early seed

Not bridge. Not pre-seed. Early in the seed stage, with production traction + paying customers + 115K-user portfolio app.

ItemValue
StageEarly seed
Round size[TBD — Mark to fill]
Valuation / structure[TBD]
Lead targets[TBD]

Use of funds

  • Runway extension past stabilisation point (~$30-35K/mo).
  • Productise inbound flywheel into in-Apps-Pro influencer marketplace (stream #4).
  • Grow App Store DAU to enable App Store traffic sales (stream #3).
  • Ship Apps Pro Bot + Support module + Teams update.
  • Launch Apps Pro Academy.
  • AI cost optimisation on Market Research.

Looking for investors who get Telegram-native, the asymmetric-upside structure, and want to be early on the macro curve.