For investors & technical leaders
Enterprise software has accumulated a $50B+ graveyard of failed automation — RPA that breaks, AI assistants that augment without eliminating toil, and ERP implementations that created data silos instead of solving them.
Theoremic is not another tool in the stack. We are the reasoning layer above the stack — the autonomous brain that turns passive systems of record into active systems of action.
The market thesis
Enterprise AI has been overhyped and underdelivered for a decade. The infrastructure to change that — agentic orchestration, multimodal reasoning, real-time data unification — has only just matured. The window to build the category-defining layer is now.
Spent annually on enterprise procurement software that still requires humans to manually reconcile data, approve routine transactions, and manage tail spend
Of procurement team time consumed by reconciliation and data entry — not strategic category management
In negotiated enterprise savings that never reach the bottom line annually due to contract leakage, invoice mismatches, and unmanaged spend
Market opportunity
We are entering through the highest-pain, most measurable function in the enterprise — then expanding the intelligence layer across every business-critical workflow.
Beachhead
Tail spend management, intake automation, and contract compliance — the immediate addressable market for Claro, our flagship product.
Platform expansion
Finance, supply chain, HR, legal — every function with structured data and repetitive high-volume workflows is a target for the Platform Core layer.
Long-term vision
The total value at stake when autonomous agents own end-to-end workflows across every major enterprise function globally.
Technical architecture
Theoremic connects via standard enterprise APIs and Model Context Protocol (MCP). No rip-and-replace. No migration risk. No 18-month implementation cycles.
Why Theoremic wins
These are not features. They are structural advantages that compound with every deployment.
Every Cognitive Kernel built for one product instantly upgrades every other product. As we expand vertically, the intelligence layer becomes richer and more defensible with each deployment — not just more expensive to build.
The more contracts, invoices, and sourcing events the platform processes, the more accurate its reasoning becomes. This behavioral data does not transfer to a competitor — it is embedded in the customer relationship.
Once Theoremic is connected via MCP to a customer's SAP and Oracle environment, switching is not a product decision — it is an infrastructure project. The integration depth creates durable retention.
Full audit trails, explainable agent decisions, and human-in-the-loop controls are not add-ons — they are foundational. This makes Theoremic deployable in financial services, pharma, and government where competitors cannot go.
Product roadmap
Now — Q3 2026
The Auditor, Concierge, and Value Creator Kernels deployed as an integrated spend management product. Q3 pilot cohort currently forming with selected enterprise partners.
Deploying nowH2 2026
Continuous monitoring of every auto-renewal and evergreen clause across the full contract estate. Calculates precise renegotiation windows and triggers stakeholder workflows before the renewal date decides for you.
BuildingH2 2026
Purpose-built for EPC contracts, framework arrangements, and multi-party structures. Generates role-specific intelligence — finance, engineering, HR, legal each receive exactly what they need from the same document.
BuildingH1 2027
A single policy-aware sourcing layer across every business unit, geography, and category. Surfaces preferred suppliers and negotiated pricing at the point of need — closing the gap between what procurement negotiates and what the business actually spends.
PlannedH1 2027
Continuously maps actual project status against contractual commitments — identifying scope creep, milestone drift, and vendor performance gaps before they compound into disputes.
PlannedH2 2027
Analyses the entire contract estate, surfaces template variation by category and risk profile, and recommends consolidated standards based on actual practice. Monitors new agreements continuously against approved templates.
Planned2027+
Extension of the reasoning layer beyond procurement to finance, legal, and HR workflows — leveraging the same Kernel architecture and ERP integrations built for the source-to-pay suite.
VisionThe founding team
We didn't start Theoremic to build another tool. We started it because we had both seen — from opposite angles — why enterprise AI keeps failing to deliver.
The Strategist — Co-Founder
"Having advised globally leading enterprises on AI transformations, I saw the trillion-dollar gap between hype and actual business value. We built this company to finally bridge that gap."
AI strategy & enterprise GTM background
The Scientist — Co-Founder
"Enterprise-grade AI requires more than a model. It requires a precision-engineered orchestration layer. Drawing on years building core AI infrastructure in Big Tech, we've designed Theoremic for explainability and scale."
AI infrastructure & Big Tech engineering background
Request the full investor deck — including detailed architecture diagrams, unit economics model, and competitive landscape analysis.