For Investors · Seed Round Open

A $10.2B category, built on legacy tools. We’re the next category leader.

Agilic® is a purpose-built effort management platform for matrix organizations. Light is live in Beta. Matrix is next. The category is wide open.

$10.2B
2026 Market
$20.5B
2031 Terminal
13.5%
CAGR
$400K–$5M
Funding Ask

Investment Thesis

Three structural advantages that legacy incumbents cannot replicate through incremental updates.

01 CATEGORY

Effort Management is a distinct, empty category

Legacy PM tools manage projects. Agilic® manages all effort — official projects, unofficial projects, department initiatives, and personal tasks. No incumbent owns this category because none were built for it.

02 ARCHITECTURE

Matrix support is the real moat

Agilic® is architected from the ground up for matrix organizations — shared resources, multiple reporting lines, cross-functional teams. Competitors would need to rebuild their core data model to replicate this.

03 ECONOMICS

One Matrix client = 40–200 Light clients

Matrix is the enterprise product. A single Matrix deployment replaces fragmented tools across an entire organization, delivering outsized revenue per customer with strong retention economics.

Two Products, One Platform

Land with Light, expand with Matrix. Two products that share a single architecture and compound each other’s value.

Available · IN BETA

Agilic® Light

Full-featured project management for teams and small organizations. Hybrid methodology support, AI assistant, Client Portal, CRM, and the 4× effort framework — all in one tool.

Hybrid PM (Waterfall, Product, Agilic Native Scrum(M4))
Agentic AI Assistant
4× Effort Management
Client Portal & Built-in CRM (M2)
NEXT · FUNDED BY THIS ROUND

Agilic® Matrix

Enterprise effort management for matrix organizations. Multi-project orchestration, shared resource management, portfolio visibility, and cross-functional team coordination.

Everything in Light
Matrix org structure & shared resources
Portfolio & program management
Enterprise financials & forecasting

The 4× Effort Management Framework

Legacy tools manage projects. Agilic® manages all the effort that actually consumes your organization’s capacity.

Official Projects

Funded, planned initiatives with formal governance, timelines, and dedicated resources.

Unofficial Projects

Work that matters but lives outside formal project structures — proofs of concept, pilots, skunkworks.

Department Initiatives

Ongoing operational goals, process improvements, and team-level objectives that consume real capacity.

Personal & Ad-Hoc

Professional development, ad-hoc requests, and day-to-day tasks that fragment attention and go untracked.

Product Roadmap

A clear path from Beta to enterprise GA. Each milestone unlocks new revenue and market expansion.

NOW

Light Beta

Live with early users. Core PM + AI assistant.

M2

CRM Module

Built-in CRM for customer and pipeline tracking.

M4

Agile Scrum

Full Scrum methodology support within Light.

M6

Light GA

General availability with full feature set.

M10–12

Matrix Beta

Enterprise multi-project, multi-team orchestration.

M15–18

Financials

Project financials, budgeting, and forecasting.

M19–24

Matrix GA

Full enterprise release with portfolio management.

Funding Ask

Seed round: $400K to $5M. Structured to deliver value at every tier.

$400K
Minimum

Extends runway to Light GA. Core team, core product.

  • Light GA delivery
  • Core team retention
  • Initial go-to-market
RECOMMENDED
$1M
Recommended

Funds Light GA + Matrix Beta. Adds go-to-market resources.

  • Everything in Minimum
  • Matrix Beta development
  • Sales & marketing hire
  • Customer success foundation
$5M
Stretch

Accelerates the full roadmap through Matrix GA.

  • Everything in Recommended
  • Full Matrix GA acceleration
  • Enterprise sales team
  • Partnership development
  • International expansion prep

Leadership Team

Practitioners who have lived the problem and are building the solution.

DB

Doug Bishop

Founder & CEO

20+ years in PM across IT, Healthcare, Government, and Application Development. MS in Project Management, PMP, PMI-ACP, multiple ScrumMaster certifications. Former college-level PM instructor.

SP

Sandeep Parmar

Co-Founder & CTO

15+ years driving technology innovation across Healthcare, Insurance, Semiconductor, Retail, and Engineering Construction. Google Cloud Platform Architect. Full-stack expert.

DM

Doug McIsaac

Co-Founder & CRO

Serial entrepreneur with 25+ years building successful businesses. Transformed RMTG into a multi-million dollar company serving Stanford, Microsoft, and Bank of America.

Traction & Proof Points

Early but real. The foundation is built and validated.

Live Beta

Agilic® Light is live and in use with early adopters validating the core platform.

4× Effort Framework

The only platform that captures all four types of organizational effort in a single system.

AI Assistant

Agentic AI that turns SOWs into planned work, generates summaries, and answers questions in plain language.

True Hybrid PM

Supports Waterfall, Agile Scrum, Product Management, and the native Agilic® methodology — per project, not per org.

Request Materials & Get in Touch

The full Roadmap, Market Analysis, and Financial Model are available to qualified investors. Fill out the form below and we’ll will reach out to you.

Available Materials

  • Roadmap — Full 24-month build sequence and tier-by-tier delivery commitments
  • Market Analysis — PM software landscape 2026, consensus-triangulated sizing, competitive teardown across 9 platforms
  • Financial Model — Burn, revenue projections, and tier-by-tier runway (available after initial conversation)

Prefer email directly?

ContactUs@agilicsoftware.com

Or call us at 407-228-3334

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