◆ Business Charter & Investor Proposal · Draft for Founder sign-off

We own the rooms where every independent optician on earth is already listed — and we will never sell the walls.

Rakazo builds an agentic, vertically-integrated ecosystem for the world's independent optical retailers: a global directory with first-party data authority, a website subscription that pays for itself, and factory-direct own-brand supply — distributed through owned inventory that no multinational can ever buy.

459,817
optical stores mapped across 197 countries — the global corpus, buildable at $0 data cost
$0 → $5
infrastructure per month: static shards on free tiers, flat ~$5/mo pooled plan at full scale
50 / 17k
vetted frame manufacturers / SKUs with a Danyang warehouse — the sourcing moat behind own brands
0
human payroll. The entire company is operated by AI agents under a machine-enforced charter
01 · Executive Summary

One ICP. Every pathway. A closed loop competitors can't enter.

Independent optical retailers — roughly 460,000 storefronts worldwide — are squeezed between two giants: EssilorLuxottica owns the brands and increasingly the retail; Google owns their visibility. Nobody owns their digital ground truth or their supply relationship. Rakazo takes both, and wires them together.

The system runs in four connected layers. A global directory (glassesnearme.org) maps and verifies every optical business on earth at near-zero data cost. A website product (Zumo, getzumo.app) converts retailers into paying subscribers with AI-built sites that outperform what an agency would sell them. A marketplace (Glasses Gateway) turns the verified retailer network into a trade surface. And a sourcing engine — 50 manufacturers, 17,000 SKUs, our own warehouse — lets us launch our own frame brands offered to independents at margins the multinationals can't match.

Every layer feeds the next: the directory finds them, the website product converts them, the marketplace retains them, the supply relationship monetizes them at the highest margin. Distribution for our own brands rides on advertising inventory we own outright — permanently house-only, never sold to external advertisers. That inventory is the structural advantage over Essilor: they rent attention; we own the shelf.

"The ad network is our secret weapon against Essilor. We won't ever go backwards from this decision."— Founder, strategic lock, September 2026 · recorded in charter governance
02 · The Problem

The independent optician is digitally invisible and commercially cornered.

Visibility

Google owns their storefront

An independent's entire web presence is often a Google Business Profile they don't control — no ownership of their own reviews, no analytics, and directory listings they can't edit. When the profile decays, the business disappears from the map.

Supply

A gatekeeper controls the frames

EssilorLuxottica owns Ray-Ban, Oakley and LensCrafters — and the labs. Independent retailers buy from the same conglomerate that competes against them at retail, on terms set for them, not by them.

Web

A real website is priced out of reach

Agency quotes run $1,500–5,000 plus maintenance. Most small opticians go without — in our harvested Malaysian corpus, the majority of strong, well-reviewed shops have no real website at all.

The wedge, proven in the field

We harvested 1,079 Malaysian optical records and enriched the top 100 with live Google Places data: 100% phone-reachable, 581 real photos, 500 reviews — and found chains whose websites are literally dead while their reviews stay strong (the Hollywood Eye-Trend case: 4 branches, dead site, domain paid through 2028). The pitch writes itself: "Your site is down right now. This one is live — and it's yours."

03 · Thesis & Strategy

Exclusivity beats ease.

Anyone can sell websites to opticians. Only we can own the directory they're listed in, the data spine their truth lives on, the ad inventory their customers see, and the factory that makes their frames. Each asset makes the next one cheaper — and the whole system harder to replicate.

1
Directory

Every optical business on earth, mapped at $0 — 459,817 pages of owned shelf space.

2
Claim

The retailer claims their record: RM9.95/mo, owner-authoritative data, "edit once, updates everywhere."

3
Network

House promos, featured tiers, pay-per-lead — served from inventory we own, to a warm verified pool.

4
Supply

Own-brand frames at factory cost, opt-in stocking for independents — the multiplier stage.

Why AI-agentic is the unfair advantage, not just a cost saving

04 · The Portfolio

Four properties, one flywheel.

PropertyRoleStatusLive proof
Glasses Near Me glassesnearme.orgThe global optical directory — discovery, verification, and claim funnel for every optical business on earth. Malaysia first (1,079 shops, 42 towns live), then global replication.LIVE148 URLs live · JSON-LD · 100 enriched records · claim flow routing to Zumo
Get Zumo getzumo.appThe website product — AI-built sites for local business. Flagship demos convert opticians at RM9.95/mo; 340+ prospects in the engine.LIVE11 demos live · 5.0★ widget (126 reviews) · claim flow awaiting Stripe links
Glasses Gateway BU-EThe marketplace layer — where the verified retailer network trades, and where GG-customer status derives from real transactions.PARKEDCharter & CEO in place; reactivates on network traction
Sourcing & Own Brands channel #9Factory-direct frames from 50 manufacturers / 17k SKUs — offered opt-in to claimed independents as a stocking line, never as a competing consumer brand.LATE-STAGE50-mfr supply chain + Danyang warehouse already held

Template capability, already demonstrated live

The production template system is built and running in a live sandbox: three dormant ad slots per page (top leaderboard, right rail, bottom banner) that sleep invisibly until a JSON data slice activates a house campaign — turning a promotion on across any region, town, or page-type is one data-file edit. Claimed-owner pages carry zero ads unless the owner opts in. Featured placement is capped at 3 per page, ordered by verification seniority, never sold to outsiders. The full demo is browsable at glassesnearme.org/template-demo/.

05 · Business Model

Revenue architecture — sequenced, guardrailed, win/win.

#ChannelTermsStage
1Claims core engineRM9.95/mo subscription — the owner claims and controls their record everywhere.NOW
2Featured listingsRM49.95/mo or RM399/yr · active claims only · max 3 per page · seniority ordering · never pay-for-rank.NOW
3House banners funnel asset, not revenue3 dormant slots/page, house promos only, permanent no-external-advertiser lock, Sponsored-labeled, zero ads on claimed pages unless owner opts in.NOW
4Pay-per-leadClaimed shops only, opt-in, post-revenue.LATER
5B2B supplyDashboard-only offers to claimed owners.LATER
6Data productsAggregated clusters only — never raw owner data, never below the aggregation floor.LAST
9Own brands / private labelOur frames, factory cost, offered opt-in to claimed independents as a stocking line that beats multinational margin. Four neutrality guardrails: never as listing influence, opt-in only, owner toggle, firewall from ranking.MULTIPLIER

Parked permanently: sponsored pages and external ad-share — the Founder's house-only commitment admits zero exceptions. Rejected: consumer affiliate.

The pricing constitution

Pricing authority is delegated to the business's CEO layer, governed by the Founder's charter: "We genuinely want to add value to independent optical retailers — find the win/win pricing strategy." Every pricing change must carry a win/win rationale; a machine tripwire halts any change that raises effective price on a cohort whose retention is declining. The company prices to keep independents profitable, not to extract from them.

06 · The Moat

Four locks that compound.

Moat 1

Owned inventory, never for sale

3 slots × 460k pages, dormant by default, activatable in seconds. Essilor buys attention through reps and co-op programs; we can never be outbid because we never sell. The refusal is the moat.

Moat 2

The first-party data spine

Claimed owners edit once — phone, hours, photos — and the update propagates across every property. Precedence is machine-enforced: owner > corroboration > free sources. Over years, the most accurate optical dataset on earth, assembled from consented owners.

Moat 3

$0-cost corpus at scale

459,817 stores discovered via free width-scan pipelines (IDs-only discovery, chain locators, open maps) with paid-API spend reserved for corroboration only. Competitors would face a data bill we simply don't have.

Moat 4

The supply chain

50 manufacturers, 17,000 SKUs, our own Danyang warehouse. This is the asset no directory competitor and no ad-network competitor possesses — and it's what turns a media business into a commerce business.

07 · Market

459,817 stores. 197 countries. One vertical.

The global optical retail vertical maps to roughly 459,817 individual stores across 197 countries — a fragmented, almost entirely independent-facing market with no dominant owned directory. Our entry market is Malaysia (1,079 shops, fully harvested, directory live), chosen for language coverage, supply-chain adjacency, and PPP-appropriate pricing.

How the corpus gets built at $0

Discipline: width pages stay text-first (no scraped photos, no hotlinking — ToS-clean by design); photos appear only post-claim via owner uploads or sanctioned showcases. Quality decays on clocks; stale records suppress themselves.

08 · Financial Path

The ladder to $20k/week — and what the surplus is for.

The Founder's target is $20,000/week take-home (~$87k/mo). The path is a compounding ladder, not a bet: each stage funds the next, and the final multiplier — own brands — rides entirely on assets the earlier stages built.

StageMechanismIndicative math
1 · Claims460k pages; even 1% claiming at RM9.95/mo≈ RM45k/mo (~$10k/mo) recurring
2 · Featured3-slot scarcity at RM49.95/mo on the engaged cohortMeaningful add-on as claiming compounds
3 · PPL + B2BLeads and supply offers to the claimed poolPost-revenue, high margin, opt-in
4 · Own brandsFactory-cost frames (landed ~$30 vs $200–800 retail RRP) stocked opt-in by verified independents, promoted through owned inventoryThe multiplier — the lane Essilor cannot touch

Cost discipline

"I just need $20k a week. We can determine how to grow the business with the surplus — help others, etc."— Founder, September 2026 · the surplus mission is part of the charter, not an afterthought
09 · Organization

An agentic company with real governance.

L0
Founder

Sole approval gate on sends, schema, external money — and the values charter. Sets direction; sees everything; approves by exception.

L1
Chief of Staff

Scopes every mandate, verifies every deliverable empirically before it reaches the Founder, owns the decision register.

L2
Builders

Specialist build agents with scoped deploy tokens. Any permission excess stops at 403 — by design.

L3
CEOs

Objectives-only owners per business unit: goals, metrics, roadmaps, monetization framing. No code, no outreach — proposals route through the Chief.

Machine-enforced governance

An admin-dashboard architecture (9 modules, spec complete) makes the rules executable: 17 tripwires monitor the live system — ads on a claimed page, own-brand logic touching ranking, an unlabeled promo, an external advertiser appearing in any slice — and any violation triggers alert, auto-halt, and an item in the Founder's queue. Every write is versioned in git and audited. Agents hold scoped tokens; a promo agent cannot touch pricing; a pricing owner cannot touch ranking.

What the Founder personally gates

10 · Roadmap

From live assets to full autonomy.

PhaseScopeStatus
Phase 0 nowFree global pipeline: chain locators + open-map independents + worldwide width discovery. $0 cash, pure agent time. MY directory live; template sandbox live; admin-dashboard spec complete.AWAITING GREEN-LIGHT
Phase 1Claims engine live: Stripe programmatic checkout, owner edit panel, first-party data spine, house-promo activation, featured tier. Human web UI arrives only when claimed owners need it.GATED ON PHASE 0
Global197-country shard rollout under {cc} subdirectories; ~460k pages; PPP pricing bands delegated to the CEO layer with A/B testing.SEQUENCED
MultiplierOwn-brand launch to the verified, opted-in retailer network; marketplace (GG) reactivation; sourcing-as-a-service at 5–10% per PO.SEQUENCED

Standing decision register (Founder-held)

11 · This Document Governs

From charter to OKRs to autonomy.

This proposal is not just an investor document — it is the company's source of truth. Once signed off, it converts downward:

Charter (this page)

Strategy, values, guardrails, sequencing. Founder sign-off makes it v1.0 — the reference every decision cites.

OKRs

Each objective-owner agent derives quarterly OKRs from the charter's stages and success metrics.

Roadmap

Product sequencing (Phase 0 → 1 → Global → Multiplier) broken into verifiable build mandates.

Project board

The admin dashboard's approval queue + agent work queues execute the roadmap, with tripwires keeping execution inside the charter.

Sign-off gate — Charter v1.0

On Founder approval this document becomes the governing reference: amended only by recorded Founder decisions, inherited automatically by all tripwires and team charters, and reviewed against reality at the weekly scorecard. Until signed, it is a draft — and the teams continue building exactly what it describes, because every element of it was decided with them.

Version: 1.0-draft · Prepared by: Chief of Staff (agentic) · Date: September 2026 · Distribution: Founder, CEO layer, investor conversations