Sala de datos para inversores · live
Growth stack for
builders.
B2B SaaS para el supply side. Consumer marketplace para el demand side. AI-native, en la misma superficie. Todo el launch cycle, en un solo perimeter.
Dónde estamos
La superficie
@appss son dos capas stacked. Cinco productos branded que los users realmente abren. Doce horizontal stack capabilities debajo de ellos, surfacing many-to-many. La primera responde «¿es este un real product?», la segunda responde «¿cuál es el moat?»
Traction
5 branded surfaces, @appss Mini App, Apps Pro Web, Apps Pro Bot, Apps Pro Academy, plus las engage labs portfolio apps (Notspy, Cover Food, VPN).
ProductsProducts
12 horizontal capabilities (Market Research AI, Designer Studio, Builder, Builder API, Social Tracker, Push, Referral, Support, Earn, Curation, Verification, Platform). Cada una surfaces across multiple products.
The deck
17 slides. Dos views: scrollable review-mode (visual + detailed read-along stacked), o fullscreen pitch-mode para live presentation.
La historia
Vision, business model, traction, y la macro window. Cada documento es single-source-of-truth para su topic.
Posicionamiento
«Growth stack for Telegram builders.» Two-product framing. Insights que nadie más ve.
Business model
5 revenue streams. Asymmetric upside. Stabilization point at $30-35K/mo.
¿Por qué ahora?
Durov back to TON (May 4, 2026). Bot API 9.6 + Mini Apps 2.0. Russia-block defanged. AI-coding wave.
Team
Mark (founder, Tone-era track record). Anton (Head of Bloggers). CTO + small engineering core. Content team.
Números
Apps Pro inbound funnel. Notspy users. Influencer pipeline (~50). Russian conversion pipeline (7-10 paid builds).
Inbound flywheel
Two viral Reels → ~370 sign-ups → ~13 paying. ~50 micro-influencers onboarded. 30/20/50 commission.
¿Desea alguno de los documentos fuente subyacentes completos? Envíe un correo electrónico a mark@engagelabs.org
Market research
Live-sourced research on 13 messenger / superapp ecosystems. Top players, growth trajectories, user personas, region mapping.
Ecosystem digest
13 ecosystems tier-ranked. Telegram (home) → TikTok + Discord (next) → LINE TW (year 2) → World, WeChat (later).
Growth patterns
Top players + viral arcs + monetization benchmarks. Telegram clicker era over; Tier B (1-10M) is SaaS sweet spot.
User personas
15 personas × 18 universal need-categories across age cohorts and regions. Substrate for ecosystem-coverage mapping.
Sphere × ecosystem matrix
Weekly active users per life-sphere per major messenger. Methodology shown per cell. Confidence-graded.
Verification log
Live-sourced facts with URL citations (May 2026). Quantitative claims backed by primary sources.
Full research workspace
~108K words across 19 files. Per-ecosystem talmuds + top-player deep-dives + user personas + cross-cutting synthesis.
¿Es usted un inversionista / asesor / socio y desea el espacio de trabajo de investigación completo? Envíe un correo electrónico a mark@engagelabs.org
Actividad reciente
- 2026-05-09Sphere × ecosystem matrix added, 8 spheres × 5 messengers × WAU with methodology per cell
- 2026-05-09User personas + 18-category needs taxonomy (15 personas × 14 countries × 5 age cohorts)
- 2026-05-09Round 3 ecosystem research: top players + growth trajectories (Telegram, TikTok, Discord, LINE, WeChat)
- 2026-05-09Round 2 ecosystem research: 7 new talmuds + LinkedIn corrected (live-sourced)
- 2026-05-09Saturday advisor call applied: slide 01 refocused, slide 08 multi-ecosystem inserted, slide 12 Notspy unlock, slide 16 Russia → resilience
- 2026-05-0917-slide deck v1 with two-act + Lovable comparable + audience philosophy + launch cycle
- 2026-05-08Loom call → conversation logged + 3 decisions (positioning, pricing pivot, round-type)
- 2026-05-08CTO sync → in-house Sentry-style support module decision + roadmap update
¿Desea el registro de actividad completo o una vista más detallada? Envíe un correo electrónico a mark@engagelabs.org