Expert Scale, Inc. Investor Briefing
Confidential. For accredited investor review.
Expert Scale, Inc. is creating a new, defensible category: institutional knowledge as a managed enterprise asset. The category did not exist in software form before this platform. The moat is methodological, architectural, and legal.
The Round
| Item | Detail |
|---|---|
| Vehicle | SAFE |
| Round status | Actively raising |
| Use of proceeds | Selling the enterprise product faster, SOC 2 Type II readiness, and filing the full patent |
| Investor briefing contact | info@expertscale.ai |
The Category
Senior subject-matter experts retire, change roles, or run out of hours. The expertise they carry, built across decades of real decisions and hard-won judgment, leaves with them. Apex Replicant captures that knowledge, structures it, and makes it available on demand.
Apex Replicant, the flagship platform of Expert Scale, Inc., is live in enterprise deployments across industrial engineering, sales enablement, and enterprise technology today.
The Moat
Patent Claims on File
- 34 USPTO patent claims on file across 9 core innovations
- Provisional filed December 2025; USPTO assignment recorded January 2026
Methodological Foundation
- Built on 30 years of instructional-design research, not prompt engineering
- That foundation cannot be replicated by writing better prompts
Architectural Defensibility
- Three-layer security isolation enforced at the database and query layer
- When it does not know, it says so and escalates. The mechanism is in the patent claims.
- See the Security and Compliance overview
Revenue Lines
We make money five ways: three fully live, one in enterprise pilots, one being packaged for sale.
| Line | Description | Status |
|---|---|---|
| Per-session billing | Apex Replicant consumer flow. Clients pay per session; expert retains share. | Active |
| SaaS subscription (Rule-Triggered Alerts) | Tiered monthly subscription driven by experts’ practice-management use cases | Active |
| Add-on subscription (Briefcase) | $49/month or $399/year, a per-client document add-on for Digital Protégé sessions | Active |
| Sentinel B2B (enterprise) | Tiered Pilot / Growth / Enterprise, knowledge preservation for organizations with 1,000+ employees | Pilot stage |
| Marketing OS | We built our own marketing automation system; we are packaging it to sell to others as software plus a service contract | Packaging for sale |
Leadership
Drew Harris, CEO and Co-Founder, CPTO. 30 years of software engineering and product leadership. Scaled SaaS companies to $100M+ ARR and through an IPO. Background as an instructional designer (reduced a one-year training process to 30 days). AI practitioner since 2000.
Dr. Alan Kadish, Co-Founder and Chief Strategy Officer. Serial entrepreneur with 40 years of experience building and funding successful ventures. Multiple exits across both sides of the funding table. Extensive network of funders and strategic partners.
See the Team page for detail.
Strategic Positioning
Expert Scale, Inc. builds and operates the Apex Replicant platform. The corporate entity is Nevada-headquartered (Las Vegas). The product is sold direct-to-expert (individual practitioners), direct-to-enterprise (Sentinel B2B), and through partner channels.
Compliance and Risk
- SOC 2 Type II: readiness in progress. Hosted on GCP and Supabase.
- HIPAA BAA: available for PHI-handling deployments
- 34 USPTO patent claims on file: provisional filed; non-provisional in progress
Request the Investor Brief
Comprehensive investor materials (pitch deck, financial model, patent dossier, M&A comparables, competitive analysis, team detail, and architectural deep-dive) are available on request.
Primary contact: Dr. Alan Kadish, Co-Founder and Chief Strategy Officer, info@expertscale.ai
Direct investor hub (full deck, supporting documents, presenter view): apexreplicant.com/presentations/investment/hub.html
Confidential: for accredited investor review. Expert Scale, Inc. is a Nevada corporation.