Revenue Progress
Task Completion by Week
Overdue Tasks
Record a Sale
Recent Sales
Budget Breakdown
Internal Strategy Reference
Source-of-truth document: D:\Pilot Traders Marketing\Hapi_Monetization_Roadmap.md.
This page summarises the live revenue model + the SaaS tier matrix + the PT Token economy.
Pricing is not yet public — SaaS billing infra ships with V1.20 (~8–10 weeks). Do not share externally until launch.
Three Stacked Revenue Layers
SaaS Tier Matrix
| Feature | Free | Pro | Elite | Institutional |
|---|---|---|---|---|
| Price | $0 | $199/mo | $499/mo | $2,499/mo + custom |
| Per-asset MESO presets | 1 instrument | 5 instruments | Unlimited | Unlimited |
| Hapi voice | Windows SAPI | ElevenLabs std | ElevenLabs custom | Custom + Drill Sergeant |
| In-Trade Coach (V1.15.0) | — | ✓ | ✓ | ✓ |
| Server memory sync (V1.16.x) | — | 30-day history | Unlimited | Unlimited + audit log |
| OverrideOutcomeTracker | — | Personal | Personal + cohort %ile | Multi-trader rollup |
| Cross-asset confluence | — | NQ/MNQ + ES/MES | All paired | All + custom mapping |
| Voice cloning of trader | — | — | ✓ | ✓ |
| Brokerage API (V2.0+) | — | — | ✓ | ✓ |
| Webhook ingest (custom Pine) | — | — | — | ✓ |
| Dedicated VPS deployment | — | — | — | ✓ |
| SLA + named support engineer | — | — | — | 4-hr response |
| Multi-trader seat rollup | — | — | — | ✓ |
| Quarterly founder strategy session | — | — | — | ✓ |
Pricing Rationale — Why $199 / $499 / $2,499
Pro $199/mo is anchored against a serious futures trader's existing tool stack: TradingView Premium ($60) + BookMap ($99) + Pine indicator subs ($30–50) + Discord coaching ($50–150) = $240–360/mo before Hapi. Pro replaces the first three rows AND adds AI coaching. The user saves money at $199 even before factoring better outcomes.
Elite $499/mo targets 5+ instrument daily traders + power users wanting voice cloning + V2.0 broker-API early access. Target volume: 10–15% of paying base by month 12.
Institutional $2,499/mo = $30K/year, which is 23–27% of one junior risk officer's $80K–$120K fully-loaded salary — for a tool that monitors 25 desks simultaneously. The "free junior risk officer" pitch is the close.
PT Token Economy (Layer 3)
Pre-paid consumable credits. Aligns marginal cost with marginal revenue (Anthropic + ElevenLabs are usage-priced). Captures price-sensitive users + insulates SaaS pricing from AI-cost spikes.
Token Costs (sampled)
| 1 ElevenLabs utterance (≤30s) | 1 PT |
| 1 LLM coaching prompt (≤1K tokens) | 2 PT |
| 1 Chart Vision request | 5 PT |
| 1 Drill-Sergeant voice clone (one-time) | 500 PT |
| 1 Memory export package | 50 PT |
Pack Pricing
| Starter (100 PT) | $9 |
| Standard (500 PT) | $39 |
| Power (2,000 PT) | $129 |
| Whale (10,000 PT) | $499 |
Year-1 SaaS Revenue Trajectory
Assumptions: 60% of GA course buyers convert to Pro at month 6 (240 users); +30 net new Pro/mo from month 7+; 12% Pro→Elite by month 12; 4 Institutional closes by month 12.
| Month | Pro count | Pro MRR | Elite count | Elite MRR | Inst. count | Inst. MRR | Total MRR |
|---|---|---|---|---|---|---|---|
| Month 6 | 240 | $47,760 | 0 | $0 | 0 | $0 | $47,760 |
| Month 7 | 270 | $53,730 | 5 | $2,495 | 0 | $0 | $56,225 |
| Month 9 | 330 | $65,670 | 25 | $12,475 | 1 | $2,499 | $80,644 |
| Month 12 | 420 | $83,580 | 50 | $24,950 | 4 | $9,996 | $118,526 |
Year-1 ARR by month 12: $1.42M annualised. Year-2 trajectory (4%/mo churn, +40 Pro / +8 Elite / +1 Inst per month): $3.6M ARR by end of year 2.
Billing Infra to Ship (~8–10 weeks total · target V1.20)
| Component | Status | Effort |
|---|---|---|
| Stripe integration (subs + one-time) | Not started | 2–3 weeks |
subscription_tier enforcement | DB-ready, unenforced | 1 day |
Tier-gating middleware (/memory, /intel, /voice) | Not started | 1 week |
PT Token ledger (pt_tokens table + tx log) | Not started | 1 week |
| In-app upgrade flow (Electron → Stripe Checkout) | Not started | 1 week |
Tier-gated UI in index.html (lock icons + CTAs) | Not started | 1 week |
| Stripe webhook handler | Not started | 3 days |
| Tax/VAT (Stripe Tax) | Native | 1 day to enable |
| Cancel/downgrade flows | Not started | 1 week |
| Trial countdown + email automation | Not started | 1 week |
Pricing Anti-Patterns — What NOT To Do
- Never freemium past the in-trade coach lock. The in-trade override block IS the moat (Phase 3). Free users feeling its value but paying nothing trains them to expect free.
- Never per-trade pricing on SaaS. Discourages the user from leaning on Hapi during their highest-leverage moments.
- Never unlimited LLM/voice on Pro. Caps the company's exposure to Anthropic + ElevenLabs cost spikes. PT Tokens are the safety valve.
- Never lifetime licenses outside the VIP founding class. Lifetime kills LTV math. Honour the 100 VIP grants; never repeat the offer.
- Never discount Institutional. Volume = bigger value, not lower price-per-seat. If a buyer pushes back on $2,499, sell them Elite + multi-seat instead.
Companion Strategy Docs (Local)
· D:\Pilot Traders Marketing\Hapi_Monetization_Roadmap.md — full source of this page
· D:\Pilot Traders Marketing\Hapi_Moat_Strategy.md — defensibility analysis (5-layer moat)
· D:\Pilot Traders Marketing\Trademark_Filing_Research.md — USPTO filing plan ($2,450 + $600–$1,200 attorney review)
· D:\Pilot Traders Marketing\Marketing_Angles_2026.md — 5 launch concepts for V1.16.x positioning
· D:\AI Chats\Copilot V1 - Version 1.16.0 Documentation.md — product technical context
| Name | Tier | Platform | Followers | Contact | Status | Latest Note |
|---|