WALLETTA Cashier Crew · Pre-Seed 2026 For merchants ↗ 01 / 07
§ 01 · Pre-Seed 2026 Execution Tranche · Live

The Operating System for the $10 Trillion Labor Transition.

3.6 million humans translate words into electronic clicks every day. We automate the translation layer.

CASHIER
CREW. The $90K/yr human checkout liability, replaced by an autonomous AI cashier deployed in 7 days via API. Zero upfront for the merchant. Live in production.

We don't replace people. We liberate them. The merchant saves ~$90K/yr per station; we capture the operating layer beneath every transaction. 3 months from incorporation to live production — on top of 4 years of operator-side distribution deliberately accumulated and redirected into Walletta. Engineered as infrastructure, not a product. Built to outlast its founders.

LIVE DEMO walletta-ai-cashier.vercel.app
by Walletta, Inc. · Delaware C-Corp · For merchants ↗ Scroll
Infrastructure Validated

NVIDIA accepted. AWS approved. Before the first round closes.

Two of the Big-4 of the modern compute stack have already admitted Walletta; the other two are in review. Every status below is exact — and verifiable in the data room.

Inception Program
ACTIVE MEMBER

NVIDIA's AI startup ecosystem. GPU credits, technical resources, go-to-market acceleration. Approval signal Tier-1 institutional investors recognize instantly.

Activate · Credits
CREDITS APPROVED

AWS Activate credits approved. Compute for AI cashier deployment scale-out, edge inference migration path, and global distribution infrastructure.

Anthology Fund
APPLICATION IN REVIEW

Anthropic × Menlo Ventures. $100K–500K dedicated fund for AI-native infrastructure companies building on Claude. Application in review — perfect mission fit.

Atlas + Credits
APPLICATION IN REVIEW

Delaware C-Corp infrastructure + payment rail integration. Walletta routes transactions through Stripe acquirer at 0.3–1.0% embedded take. The same model that built Stripe.

$5M+
under active application in 2026 — institutional capital, non-dilutive infrastructure, and grants. 30+ live processes; none closed yet. That is the conviction window: allocation is open before the first institutional yes reprices it.
Plus active institutional pipeline: South Park Commons · application submitted Anthropic Anthology Fund · application in review 30+ active applications · accelerators · VCs · grants

The wedge is the Cloud. The monopoly is the Edge.

Col 01 · The Obsolete Liability
$90K/ yr
Human Cashier.

Full daily coverage (2 shifts). Training, turnover, and operational friction. The true running cost of a single legacy checkout lane.

Col 02 · The Cloud Wedge — Live Today
0.3–1.0%embedded
Cashier Crew · Cloud.

Zero upfront for enterprise — we earn only when the merchant earns. Embedded transaction take routes via Stripe / Square / Toast acquirers. Self-serve tier for SMB. Runtime live in production. Replaces the $90K human liability instantly.

Col 03 · The Edge Layer · 2027 Roadmap
On-device2027 roadmap
Cashier Crew · Edge.

Roadmap to twice the margin. On-device inference targets near-zero latency and higher per-node economics — the same OS, migrated mechanically from cloud. The compounding layer: embedded transaction take × every cart, every shift, every store.

$90K/yr
$0upfront
Operator cost
8hrs / day
24/7365
Hours of operation
1language
30+languages
Customer reach
~150%turnover
0%stable
Workforce risk
Public-Market Benchmark · Why The Math Holds

Toast built a $13B market cap capturing 0.5–2.5% of merchant GMV across ~120,000 US restaurant locations. Square built a $50B market cap capturing 2.6% of payments volume. Walletta captures 0.3–1.0% of every transaction we route on a category 10× larger than restaurants — the entire physical-retail frontline. Same structural model. Order-of-magnitude larger surface.

Sequential capture. Legacy tech. Hollywood IP.

The Trojan Horse
  • Before Walletta, the founder built a premium-IP consumer venture from immigrant zero — partnered with a billion-net-worth manufacturer, A-list Hollywood talent (multi-Oscar-tier actors, global-scale musicians), and 5M+ creator network. Thousands of B2B sales. Trust banked across multi-location LA operators.
  • That distribution lattice was deliberately wound down in January 2026 and re-pointed at Walletta. The same B2B clients need this product more than the last one. Market gravity shifted before product even launched — distribution moat compounded over 4 years of operator-side adaptation.
Step 01

Legacy POS Hijack.

Compatible with 200+ legacy POS systems via universal architecture — or replace them entirely with our own Walletta OS. We own the checkout, regardless of the underlying till.

Step 02

The Incumbent Killshot.

We replace passive ledgers (Square / Toast) with proactive autonomous AI cashiers that engineer cart growth through sub-second voice upselling on every order. 10× smarter than a menu screen. 10× cheaper than the human lane. 20%+ retail OPEX reduction. CFO no-brainer.

Step 03

The Self-Generated Avatar.

Any retailer can generate their own avatar in minutes — or pick from a licensed library of A-list cultural IP. The checkout becomes a personal brand asset. A-list cultural IP for premium; founder-themselves for SMB. Uncopyable. Self-served. Culture-coded.

Three tiers. One operating layer.

The merchant chooses how they pay — we win either way. Subscription or transaction-embedded take, hardware bundled in. Toast captures 0.5–2.5% of merchant GMV. Square captures 2.6%. Walletta captures 0.3–1.0% of every transaction we route — on a category 10× larger than restaurants, with self-serve entry that needs no sales call.

TIER ASMB · SELF-SERVE
Trucks, cafés, pop-ups, independents
$99/ mo founding rate — post-founding standard $500/mo · + AI at $0.25 / active min
  • Full self-checkout POS 2.0 at $99/mo founding rate — half of Otter’s $300–400; steps to the $500/mo standard rate after the founding cohort
  • AI video employee at $0.25 / active min — $0 idle, $0.15 with ads
  • Self-serve onboarding — snap → generate → deploy in 7 days
TIER BMID-MARKET · MULTI-LOCATION
Regional chains, ghost kitchens, drive-thrus
$199/ mo founding rate — post-founding standard $1,500/mo · + AI + multi-location
  • Everything in Tier A + multi-location dashboard — fleet-wide control
  • Custom voice persona per brand — on-brand at every checkout
  • At scale: 0.5% embedded transaction take + $40/mo hardware
TIER CENTERPRISE · ZERO-UPFRONT
National chains, premium retail
0.3%transaction take · zero subscription · zero upfront
  • $0 procurement friction — embeds into existing payment processing
  • Hardware bundled · white-label avatar persona · dedicated success manager
  • Erewhon / Home Depot / Invenda class — we earn only when they earn
One deployment. Three ways to monetize it. Same structural model that took Toast from $0 to a $13B market cap — applied to a category an order of magnitude larger. Go-to-market today: self-checkout POS from $99–199/mo (half of Otter) + an AI video employee at $0.25 per active minute, $0 when idle — founding-cohort penetration pricing. The Post-Founding Standard Enterprise Rate is $500/mo per location ($1,500/mo multi-location); founding operators keep their rate for life, and the modeled take-rate tiers above engage as the product deepens into the full stack — the same land-then-expand curve Stripe and Toast ran. The math compounds at every checkout, in every store, on every continent.

Cloud node today.
Edge node next.
One operating system.

The same Cashier Crew runtime ships from a cloud node into an on-device edge node. POS integration is invariant. The migration is mechanical, not a rewrite. We are not chasing vanity metrics — we are building the foundational operating layer for physical commerce.

Retailer-side
Legacy POS & Hardware

Toast, Square, NCR, Aloha, Clover, smart-screen networks — 200+ integrations. Stays in place. Zero forklift upgrade.

200+ POS · 0 migration cost
Live in production
Cashier Crew · Runtime

Proactive AI cashier. Multimodal avatar engine. Acquiring layer. Upsell module. Telemetry. OTA-updateable.

Cloud · $6/hr  |  Edge · $2/hr
Trojan-horse layer
Walletta OS · Network

Aggregated identity, payments, inventory across the deployed network. The data flywheel. The SaaS infrastructure tier.

Offline ID · Payments · Inventory
Latency · Cloud
<1s
voice-to-voice · production budget
Edge Architecture
Near-zero
on-device · no round-trip
Edge AI Margin
vs cloud · per deployed node
Edge Hardware
One-time
BOM · zero ongoing cloud tax

Execution.
Now → December.

Concrete velocity, not roadmap fiction. Left, what we ship in 60 days. Right, the revenue path it unlocks. We start with food trucks — sharpest pain ($5–8K/mo per cashier), 1–2 week sales cycle, one decision-maker, 30-minute deploy.

Shipping · Next 60 days
  • Stripe Connect — Tier A transaction routing · mid-July
  • Square Reader SDK — universal POS adapter, Phase I · late July
  • Self-Serve Generator MVP — snap → deploy in 7 days, no sales call · August
  • Multi-language — English + Spanish voice + UI for LA · mid-August
  • Operator Dashboard — real-time metrics, revenue lift · end August
Revenue trajectory · soft targets
  • AUGFirst 5–10 food trucks paid. First $2.5–5K MRR. Hardware-as-a-Service unit economics validated on the ground.
  • SEPTTrajectory to 50 deployments via direct sales + Self-Serve MVP. $20–30K MRR target.
  • DECScaling toward 500 — one ghost-kitchen signature (CloudKitchens / Reef-class) = 50–100 deployments, plus drive-thru + referral compounding. $150–300K MRR ($1.8–3.6M ARR run-rate).
Why this sequence wins

The Self-Serve Generator removes the founder from the sales loop — the shift from linear (founder sells) to product-led (the product scales itself). Transaction-embedded pricing collapses procurement from 12 months to 7 days. Hardware-as-a-Service ($40/mo, ~10-month payback) becomes a debt-financeable asset by Year 2.

The Trillion-Dollar Trajectory.

Targeting 5M+ global legacy endpoints across retail, vending, and hospitality. 5,000,000 nodes × (Technology + Acquiring + Data + Workforce Network) = A Trillion-Dollar Infrastructure base.

Path to scale: not enterprise sales (that would take 50 years) — a self-serve generator any operator deploys in 7 days, no human touch. The ambition ladder is capital-gated, not calendar-gated: 50 (bridge) → 500 (core pre-seed) → 10,000 (Series A) → 100,000 (Series B) → 1,000,000 cashiers (the funded ambition). Each 10× is unlocked by the next round — the product-led curve Stripe and Shopify ran. We want every node; the capital is what funds the climb.

TAM · $10T+
$10T+
Global Frontline Labor.

From cashiers to in-aisle assistants. The entire transition budget is already approved by global retailers. We collect the line item.

Time-Bound Catalyst
LA28
Olympics Retail Surge.

The looming LA28 Olympics retail surge is compressed and forcing operators to automate legacy checkout systems today. The window for capture is structurally narrow.

The Physical Cookie
Data is the prize.

Hardware is the wedge for Offline ID capture. Unlocking infinite SaaS up-sells: payroll, payments, inventory, identity.

The labor budget is the wedge. Identity, intelligence, and the infrastructure of every transaction is the network.

3.6 million translators.
One automation layer.

PREMIUM GROCERY
Tier-1 LA flagship. Active C-suite conversations · genesis deployment for premium retail. Names under NDA during DD.
SMART-SCREEN NETWORK
7,500+ global smart-screen rollout. REST API integration · CEO-level pilot framework. Commercial framework in active negotiation.
HOLLYWOOD IP
Elite licensed digital avatars at A-list cultural scale — viral POS engagement, LA28-Olympics-tier surges. IP catalog in active licensing pipeline.
Internal Compass · Not a Promise
1,000,000+
AI Workers — the funded ambition, gated on the Series A–B arc
We don’t chase pilots. We select deployment partners. Engineered for A-list cultural moments × LA28-Olympics-scale surges. Internal goals, not promises — the company does not close if the timeline stretches.
Live demo
In your
browser
Production avatar engine, real cart UI, voice loop. Try it right now — link on the cover.
The translation layer
3.6M humans
Every cashier in America does the same job: translate human words into electronic clicks the system already tells them to press. $2,700/mo take-home. ~$90K/yr fully loaded for the operator. We automate the translation. The cashier moves up. They hug us. That is the actual product.
Deployment velocity
3–7 days
self-served
Snap → Generate → Deploy. Self-serve platform launching from this Pre-Seed — the engine that scales without a sales team.
The Walletta Doctrine

Operator-led.
Not engineer-built.

Walletta is engineered as infrastructure, not as a product. Built to outlast its founders. Code is a commodity — distribution is the uncopyable monopoly, secured before the first line of production code shipped.

01

The Moat

4 years of LA premium-retail B2B distribution. Multi-location operator network. Partners with $300M+ exit track records. Tier-1 Hollywood cultural alignment. Deliberately wound down in January 2026 and re-pointed at Walletta. The same operators we sold premium goods to last year are piloting our AI cashier this year. Distribution lattice inherited, not built.

02

The Method

100% operator-led decisions. Every shipped feature traces back to a frontline operator's named pain — not to a roadmap drafted in a vacuum. Founder lived the substrate as a working cashier in his own grocery chain before emigrating four years ago. We don't research the floor. We rebuilt it from inside. Distributed operator-led team under NDA during DD.

03

The Proof

~$50K of personal credit lines. 10,000+ hours of operator-side distribution accumulated and deliberately redirected. 3 months from incorporation to live production. Zero outside investors. Validation risk fully absorbed by the founder before institutional capital touches the cap table. Counter-cyclical in any macro: in a boom, operators deploy us to scale; in a recession, operators deploy us to survive.

We don’t write code. We engineer market transitions. Code is bought, replicated, optimized. Distribution is the one thing that cannot be — and we own it before the round closes. The trillion-dollar market is the byproduct. The liberation is the product.

Temur Valiev Founder · Walletta, Inc.

The Velocity Bridge.

Bridge $250K @ $10M cap · finite door, auto-closes when filled · Core $1.75M @ $20M cap, priced off live deployment metrics. Post-money SAFE · MFN protection.
Conviction Window · LIVE
$250K
Cap
$10M
Instrument
SAFE · MFN
Min check
from $10K · standard $25K+

Gracious first-mover allocation — not a need-driven raise. The founder grinds to September metrics either way. This window exists so conviction-first investors can lock entry at $10M before the next round prices institutional capital at $20M+ minimum. Auto-closes when filled.

Core Pre-Seed · AFTER 50 SCREENS
$1.75M
Cap
$20M
Instrument
SAFE · MFN
Catalyst
50 screens live + first MRR

Priced off live deployment metrics — not projection. Funds the scale from 50 to 500 screens by Dec 2026 via the Self-Serve Generator + Stripe / Square / Toast integration. $1.75M is the exact figure to reach 500 deployments.

Series A · Q1–Q2 2027
$5–10M
Post-money
$30–60M+
Timeline
Q1–Q2 2027
Catalyst
$3–8M ARR run-rate

Institutional Series A — priced off LIVE recurring ARR, not projection. Series B ($200–500M+) and the full 10-layer retail monopoly arc are on the next slide.

Execution Roadmap · We Ship While Others Hesitate
TODAY
API Overlay · LIVE
Cloud v1 live in production, founder-bootstrapped. AI cashier deploys via API over Stripe / Square / Toast — embedded take, zero merchant friction. We ship while the market is still counting red flags.
AUGUST 2026 · FIRST REVENUE
First 5–10 Food Trucks Paid · First MRR
Tier A pricing live. First $2.5–5K MRR. Hardware-as-a-Service unit economics validated on the ground.
Q3–Q4 2026 · SCALE
Trajectory: 500 Deployments · $150–300K MRR
Ghost-kitchen chains + drive-thru + food-truck referral compounding. $1.8–3.6M ARR run-rate.
Q1–Q2 2027 · SERIES A
Series A · $30–60M+ post
Priced off LIVE recurring ARR ($3–8M run-rate by Q2 2027) + network metrics. Not projection.
Q3 2027–Q1 2028 · SERIES B
Series B · $200–500M+ post
10,000+ deployments via self-serve + chain partnerships. Structural re-rating on locked institutional ARR.
Use of proceeds · $250K Conviction Window (immediate) 100% → team salaries · 0% → hardware · 0% → founder runway
Engineering Team · 100%
$250,000
Compensation for incoming CTO + 1–2 core engineers (5–6 month sprint) to ship the Self-Serve Generator MVP, universal POS adapter, and the integration layer over existing acquirers. Architecture stays flexible — we ship what merchants need, when they need it. Every dollar buys engineering velocity, nothing else.

Hardware, ops, infrastructure, and founder runway covered through founder commercial credit lines + business credit + AWS Activate credits + active applications to non-dilutive grants and infrastructure programs. We are concurrently pursuing $2–5M in infrastructure / non-dilutive capital over the next 12 months. $0 of VC capital touches anything but the team that ships the product.

SAFE post-money · MFN protection. No board seats. Core leadership engaged: Incoming CTO · CFO · distributed operator team — names under NDA during DD. ESOP 20% · Founder $7K/mo floor. Cap table compounds for investors and team.
The Conviction Ladder · long-term entry only

Early conviction sits ahead of every repricing.

Entry is designed for long-term partners — we are building for decades, and the plan reprices in steps that each have a date, a team, and a machine already on the street. The mechanics are boringly simple: we pay ~$500 to acquire a merchant through field sales today — the same per-acquisition deal plugs celebrity channels in tomorrow, the funnel scales from doors to millions of followers without changing the math. Targets below are internal goals, quoted conservatively on purpose — the aggressive case lives in the data room.

Now · Bridge $10M capTHE CONVICTION WINDOW Product live, 50-node batch committed. The only entry priced before terminals stand on counters.
After 50 screens · Core $20M cap≈2× · PRICED OFF LIVE METRICS 50 live nodes + first MRR open the core pre-seed — priced off deployment, not projection.
Q1–Q2 2027 · Series A $30–60M+≈3–6× · PRICED OFF LIVE ARR 500 counters, $3–8M ARR run-rate — institutional pricing on recurring revenue alone.
Series B $200–500M+≈20–50× FROM ENTRY ~30× on ARR multiples alone — before any strategic premium for the media layer, the payment rail, or the edge margin.
2033–34 · The horizon $100B+ class7–8 YEARS · THE THESIS Plain words: hundreds of thousands of nodes × three margins each + a take on every transaction they route. Toast did $13B on one vertical — the counter is every vertical.
The substrate under physical commerce is measured in trillions. We are building its toll booth.
Forward-looking targets, not guarantees — each step prices only off the metrics of the previous one. The full model — unit economics, cohort math, channel pipeline — lives in the data room.

Retail Monopoly · 10-Layer Stack.

A new POS market does not yet exist — Walletta builds it through depth in one vertical, not vertical sprawl. Stripe stayed in payments and built 8 layers to $90B. Toast stayed in restaurant retail and built 6 layers to $13B. Walletta stays in physical retail and builds 10 compounding layers.

Global retail frontline-labor TAM is $3.55 trillion — 60M+ cashiers, 8M+ managers, 12M+ stockers, 25M+ floor associates, 3M+ loss-prevention staff. We do not need healthcare, banking, or hospitality verticals to reach a $100B+ outcome. We stay in retail and monetize the same deployment through ten compounding layers.

Layer 01
Labor Replacement

$500–1,500/mo per location · standard rate
TAM · $2.2T frontline labor

Layer 02
Transaction Take

0.3–1.0% per transaction routed
TAM · $25T retail GMV

Layer 03
Upsell Delta

30–50% of AI-generated lift
TAM · ~$1.25T cart-lift

Layer 04
Identity / Customer Graph

$5 / customer / year licensing
TAM · 4B retail customers

Layer 05
Inventory SaaS

$200–500/mo per location module
TAM · 30M retail locations

Layer 06
Loyalty / CRM

$100–300/mo per location
TAM · 30M retail locations

Layer 07
Hardware-as-a-Service

$40–80/mo device lease
TAM · 100M+ endpoints

Layer 08
Walletta Capital

8% spread · transaction-backed SMB loans
TAM · $200B+ SMB credit gap

Layer 09
In-Screen Advertising

CPM-based proactive upsells
TAM · ~$70B in-store digital ads

Layer 10
Loss-Prevention Insurance

20–30% margin on premium pool
TAM · $50B loss insurance

Ten compounding layers on a single deployment. Each reinforces the others — labor unlocks transaction routing, transaction unlocks the identity graph, identity unlocks lending, hardware unlocks scale. Capturing 1–3% of the addressable TAM stack at maturity positions Walletta as a $100–300B+ market-cap infrastructure company by 2032–2035. Stripe’s playbook applied to physical retail — one deployment, monetized through ten compounding layers.

$10T

The Tollbooth for Physical Commerce

Not a unicorn outcome. An infrastructure outcome. Owned. Routed. Taxed.

The Memorandum inside the data room is the master plan. Not a pitch — a build doc. Every Tier-1 review starts there.

The Closing Stance

EXECUTION FUEL.

You see the numbers. You see the product live in production. NVIDIA Inception accepted. AWS Activate approved. Anthropic and Stripe applications in review. 30+ active institutional applications submitted across top accelerators, VCs, and non-dilutive grants — the founder applies daily and does not stop. First paid pilots signing August 2026. The validation risk is already absorbed — bootstrapped to live production with $50K personal credit and 4 years of operator-side distribution. We scale with or without institutional permission. Lock allocation in the $250K Conviction Window at $10M cap before September prices the next round, and partner with the team rebuilding the operating substrate beneath the next century of physical retail.

The transition is inevitable. The substrate gets built either way. The only question is who owns the layer underneath.

WALLETTA, INC.
Cashier Crew · Delaware C-Corp
Voice. Vision. Identity. One Operating System. temur@cashiercrew.com
Cupertino, CA