The agentic operating system for commerce in Latin America.

From one 2-minute discovery, Vorta deploys the sales channels, operating system and AI agents a commerce business needs to run. Mexico first. Latin America next.

We do not sell licenses: we build the system the company already needed and nobody had built for it.

We work on concrete processes. How an order is captured, how a branch is replenished, how a large customer is quoted with margin, how the month is closed without re-entering everything into spreadsheets. That is where the system is installed.

On top of those operations run AI agents with real business context: they read the client's live data and execute work — classify, quote, follow up, detect deviations — with traceability for every action.

AI gives us delivery speed. Classical engineering makes the system hold: testing, role-based permissions, audit, backups and controlled deployments.

Built inside Latin American commerce - before we tried to scale it.

Vorta Consulting gave us direct access to how businesses actually sell, buy, deliver, collect and manage inventory.

Consulting was the operating lab.

Every recurring pattern we saw - sales, supply, inventory, delivery, collections and channel behavior - became configuration inside Vorta Commerce.

The dedicated sales team was added after this traction was built. The round funds the transition from founder-led selling to repeatable distribution.

We learned the workflow first. Then we built the product.

Operations covered

The four operating fronts of the system.

Orders

Capture, price validation and tracking through delivery.

Inventory

Stock by location, replenishment and shrinkage with alerts.

Quotes

Building, versioning and approval with margin visible.

Month-end close

Reconciliation and reporting without parallel manual entry.

How we work

Five points for an investor meeting.

Vorta Consulting

We build custom software with the speed of AI and the rigor of classical engineering.

Custom-built, not a template

Every system is modeled on the client's real process: their catalog, their pricing, their credit rules, their approval flow.

Agents with business context

Agents read real orders, inventory and quotes. They suggest, draft and execute concrete work, with human review where there is risk.

One system, not ten subscriptions

Orders, inventory, quotes and month-end close live in the same data model. No exporting to Excel to reconcile.

The rigor of classical engineering

Role-based permissions, per-action audit, backups and testing before production. AI speed, serious software discipline.

Measurable from day one

Baseline and target are defined: data-entry hours removed, days to close, inventory error, time to quote.

Current traction

Verifiable figures. Same numbers as the investor material.

19

CURRENT CUSTOMERS

10

LIVE — systems built and running

9

IN IMPLEMENTATION — currently being built

$15K USD

LIVE MRR

$1.2M MXN

CUMULATIVE SOLD

~$0

HISTORICAL CAC

The 19 current customers were won through direct selling before a dedicated sales team existed. Ten systems are live and nine are currently in implementation.

Current traction belongs to VortaCo / Consulting. Commerce is the scalable product being rolled out from that operating base.

A dedicated sales team is now in place, hired after this traction was built.

Customers

Transportes Magaña · ACM Cárnicos · Global Beef Marketer · El Punto · Covapiel · Justicia Alternativa · Abrasivos · J.H. Navarro y Asociados

Real operating customers across distinct industries — the same four schemas apply to all of them.

Why we are raising now.

We do not need this money to survive.

Recurring revenue already covers our operating burn, and Vorta Consulting generates additional cash flow. This round is to accelerate, not to breathe.

We are raising for time.

The window to build the agentic operating system for Mexican commerce is open today and will not stay open once incumbent ERPs finish reacting.

And for a team constraint we can name precisely.

Today the CEO writes the product while running the company. That was enough for 19 customers. It is not enough for 500.

Mexico alone is large enough to prove the model.

We start with commerce businesses that sell through multiple channels and still run on people, spreadsheets and disconnected software.

2.59M

COMMERCE ESTABLISHMENTS IN MEXICO

INEGI counted 2,585,753 establishments in wholesale + retail commerce in the definitive 2024 Economic Census.

70%

of SMEs had no web presence

CEPAL study across Brazil, Chile, Colombia and Mexico.

99.5%

of businesses are SMEs

Across the nine LAC countries evaluated by OECD/CAF/SELA.

Our 2026 target of 1,500 active businesses equals just 0.06% of that base.

INITIAL WEDGE

Any commerce business can use Vorta. We start where the pain is strongest: multi-channel retailers, distributors, stores, cafés and similar businesses that need sales + supply + operations + delivery connected in one place.

Sources: INEGI, Censos Económicos 2024 (definitive); ECLAC Digital Development Observatory (2024); OECD/CAF/SELA SME Policy Index 2024.

The alternative is a fragmented stack or custom development.

Vorta is not another tool added to the stack. It deploys the channels, operating core and agents as one system.

FRAGMENTED STACK

  • Store + POS + WhatsApp + spreadsheets
  • Fast to start
  • Business connects tools
  • No shared agent context

TRADITIONAL ERP

  • System of record
  • 6-18 month implementation
  • Business operates software
  • Channels often separate

CUSTOM DEVELOPERS

  • Bespoke software project
  • Built one business at a time
  • Client funds maintenance
  • Low repeatability

VORTA COMMERCE

  • Agentic operating system
  • ~2-minute discovery
  • Channels + core + agents
  • Agents operate with approval

The moat starts with shared operating context: workflows + channels + permissions + agent decisions + proprietary usage data.

Subscription software that expands with the business.

Commerce monetizes the operating system, activated channels and agent usage. Consulting remains the high-touch enterprise line.

01 BASE OS

Monthly subscription

Core workflows, users, catalog, inventory, operations and finance.

02 CHANNELS

Expansion revenue

Add e-commerce, B2B, POS, WhatsApp agent, phone agent and other channels.

03 VORTA AI USAGE

Usage revenue

Each plan includes agent capacity. Businesses buy additional AI usage when they need more.

LAND → EXPAND: Core → more channels → more agent capacity → more locations

PRICING HYPOTHESIS: MXN $1.5K-$6K+ / month per business, depending on channels and AI usage.

Enterprise / complex implementations remain in Vorta Consulting.

ASSUMPTION: pricing is a launch hypothesis to be validated with Commerce cohorts. Benchmarks: Bind ERP MXN 1,499-3,799/mo; Shopify Mexico from USD 14/mo.

1,500 active businesses requires product-led distribution - not traditional implementation sales.

146 days to year-end. The average required pace is ~72 net active businesses per week. Discovery and onboarding must stay low-touch while sales accelerates demand.

ACQUIRE

Founder/sales outbound + referrals + paid/content

DISCOVERY

2-minute self-configuration

ACTIVATE

First sales channel live

OPERATE

First order / agent action

RETAIN

Active at 30 days

MONETIZE

Paid conversion + expansion

0-30 DAYS

INSTRUMENT

Hire CTO + GTM lead. Define activation, retention, channel attribution and cohort reporting. Launch self-serve onboarding.

31-60 DAYS

TEST

Run direct sales, referrals, content and paid acquisition against pain-specific use cases. Kill weak channels fast.

61-146 DAYS

SCALE

Concentrate spend behind the lowest cost per retained business. Standardize discovery, activation and first agent use.

Weekly scorecard

  • Cost per retained business
  • Discovery completion
  • Time to first live channel
  • 30-day retention
  • Paid conversion
  • Channels per business
  • Agent actions

Execution targets, with the arithmetic in plain sight.

These are execution targets - not current traction. We verify usage through product analytics and report misses when they occur.

DECEMBER 31, 2026

  • 1,500 ACTIVE COMMERCE BUSINESSES
  • 2,000 MONTHLY ACTIVE USERS
  • 70 Vorta Consulting customers

END OF 2027: 10,000+ ACTIVE COMMERCE USERS

  • Mexico proven → expand into additional Spanish-speaking LatAm markets.

NEXT PLATFORM EXPANSION

  • Pilot Vorta Manufacture + Vorta Services only after Commerce retention and GTM are proven.

Targets supplied by management. Adoption, retention and paid conversion will be reported separately.

Proposed financing: $350K in two tranches.

$250K initial SAFE now; a $100K milestone-triggered second SAFE at the same valuation cap / economic terms if the December adoption target is verified.

$250K

INITIAL SAFE

7%

post-money

$3.571M

valuation cap

Existing operating burn remains funded by the business. This capital buys technical ownership and distribution speed.

Use of funds

  • GTM engine — GTM lead + sales ops + acquisition + content + direct sales$150K60%
  • CTO + product hardening — Technical ownership, platform reliability, agent layer$80K32%
  • Infra / legal / contingency — Cloud, model usage, legal and operating buffer$20K8%
  • Total$250K100%

60% of the initial round goes directly to go-to-market.

+$100K SECOND SAFE

Triggered after verified 1,500 active businesses + 2,000 MAU by Dec. 31, 2026 · same valuation cap / economic terms.

Proposed financing structure. Final SAFE / milestone mechanics are subject to legal documentation and investor agreement.

Founders who built traction first - now hiring the two missing leaders.

The dedicated sales team is now in place. The round adds technical ownership and a senior GTM operator so the founders can scale the company instead of carrying every function.

Enrique Covarrubias

CO-FOUNDER & CEO

Leads product, vision and growth. Builds alongside the development team. Founded and operates a national leather business and previously built three companies.

Gael Zepeda

CO-FOUNDER & COO

Owns operations, legal and finance. Previously founded a clothing business and manages the company's administrative and structural execution.

CTO + GTM LEAD

FIRST TWO EXECUTIVE HIRES

CTO takes technical ownership. GTM Lead turns direct selling, referrals and the new sales team into a measurable acquisition engine.

The goal of the round is not to grow headcount. It is to remove the two bottlenecks that limit scale: technical ownership and distribution.

We built the operating system. Now we are funding distribution.

Vorta Commerce deploys the places a business sells, runs what happens after the sale, and gives agents the context to operate - while the owner stays in control.

$250K INITIAL SAFE · 7% POST-MONEY · +$100K MILESTONE TRANCHE

Milestone: 1,500 active businesses + 2,000 MAU by Dec. 31, 2026.

SALES CHANNELS

E-commerce · B2B · POS · Direct sales · WhatsApp agent · Phone agent

ONE OPERATING CORE

Sales · Supply · Daily operations · Delivery · Finance · Agents

THE THESIS

We do not plug into a fragmented business. We structure it.

All current figures are intended to be verifiable in due diligence. Targets and pricing are explicitly labeled as management assumptions.