BizYantra: A Smart SaaS Solution for
Indian Businesses (Pitch Document for
Co-founder)
1. Executive Summary
BizYantra is a modern, AI-powered SaaS
platform crafted for Indian MSMEs to
simplify, digitize, and smartly manage
day-to-day business operations. From
billing and inventory to customer
relationship management and
compliance, BizYantra empowers small
businesses with smart tools previously
accessible only to larger enterprises.
Our vision is to bring every small
vyapari into the digital Bharat
ecosystem.
2. Problem Statement
Millions of Indian businesses still rely on
manual record-keeping and fragmented
digital tools. This leads to:
●Time-consuming and error-prone
bookkeeping
●Lack of visibility in cash flow and
inventory
●No intelligent analytics or growth
planning
●Difficulty in tax compliance and
invoicing
With digital India initiatives gaining
momentum, there’s a massive gap for a
user-friendly, AI-enabled platform that
speaks the language of the Indian
businessman — simple, fast, and
affordable.
3. Target Audience
●Small shopkeepers (Kirana, mobile,
hardware, etc.)
●Traders, wholesalers, distributors
●Small manufacturers and service
providers
●Freelancers and home-based
businesses
●Regional and Tier-2/Tier-3 city
entrepreneurs
4. Core Product Features (MVP Phase)
1. Smart GST Billing & Invoicing:
Ready-to-use invoice templates,
one-click GST reports
2. Inventory Management: Stock
updates, alerts, low-stock
suggestions
3. Customer Ledger & CRM: Maintain
credit-debit history, send reminders
4. AI Chat Assistant: Answer common
queries, notify business insights,
auto reminders
5. Business Dashboard: Daily sales,
monthly trends, payment pending
alerts
6. Multi-language Interface: Hindi,
English and vernacular support
(voice & text)
5. Advanced Features (Post-MVP)
●AI-based sales predictions and
business health score
●Smart auto-categorization of
expenses and income
●GST compliance bot for filing
guidance
●WhatsApp-based billing and
customer updates
●Employee/staff access with defined
roles
●Voice command for hands-free
entries
●Machine learning-based customer
loyalty suggestions
6. Revenue Model
Multi-tier monetization model:
●Freemium Access: Free basic
features to attract mass MSME base
●Monthly Subscriptions: ₹199 (Basic),
₹499 (Standard), ₹999 (Premium)
●Add-on Services:
○Data backup and sync: ₹50/month
○Custom reports & CA support:
₹100/month
○Business insights & sales
coaching: ₹250/month
●Enterprise APIs for large distributors
and ERP players
7. Development Roadmap
Phase 1 (Month 0-3): MVP Development
●UI/UX design finalization (mobile-first
design)
●Backend dev: Billing, Inventory,
Ledger modules
●AI chatbot v1 (rule-based)
Phase 2 (Month 4-6): Closed Beta
Launch
●Onboarding 100+ real users (retailers,
shopkeepers)
●Collect feedback, refine UI
●Optimize speed and responsiveness
Phase 3 (Month 6-9): Public Launch
●Launch Web + Android app
●Customer support desk setup
●Local language help content
Phase 4 (Month 9-15): Scale &
Expansion
●Advanced AI modules
●Partner with accounting firms
●Expand to regional markets (Bihar,
MP, UP, Rajasthan, etc.)
8. Cost Estimate (Initial 6-12 Months)
●Tech Development:
○3 Full-stack Devs: ₹12-18L
○1 UI/UX Designer: ₹3-5L
○1 AI/ML Engineer: ₹5-7L
●Cloud Infra & Tools:
○AWS/GCP setup: ₹5-7L
○Tools & software: ₹2L
●Branding & Marketing:
○Social Media + Ads: ₹4L
○Influencer Collabs: ₹2L
○Website, logo & design: ₹1L
●Legal & Ops:
○Company reg & GST: ₹1L
○Data compliance + policies: ₹2-3L
○Work tools (Slack, Notion, Zoom):
₹1L
●Total: ₹40-60 lakhs (bootstrapped or
angel funded)
9. Go-To-Market Strategy
1. Digital Presence:
○Facebook, Instagram, YouTube
reels in Hindi
○Website SEO + Blog
2. Referral Network:
○Reward-based referral system
○Partner with CA offices & Kirana
associations
3. Ground Campaigns:
○Demo stalls in local markets
○WhatsApp campaigns + voice
notes
4. User Support:
○Hindi support team
○Onboarding training videos (voice
over)
10. Competitive Analysis
BizYantra ka edge: Simple UI + smart AI
+ regional touch
11. Legal & Compliance
●Pvt Ltd incorporation under MCA
●GSTIN registration & invoicing rules
compliance
●India IT Rules 2021 & GDPR
alignment
●NDAs, founder agreements, IP
assignment
●Data encryption + secure cloud
storage policies
12. Risks & Mitigation
●Adoption lag: Free onboarding +
support
●Tech scalability: Cloud-based infra +
modular code
●Security: End-to-end encryption,
regular audits
●Funding gap: Build lean MVP, early
traction for investor pitch
13. Funding Plan
●Self-funded till MVP (₹15-20L)
●Angel/Seed Round post-beta: Ask
₹75L – ₹1.2Cr
●Use of Funds:
○40% Product Dev
○30% Marketing
○15% Legal/Ops
○15% Talent & Support
●Govt schemes: Startup India Seed
Fund, MSME tech grants, SIDBI
14. Long-Term Vision
By 2027, BizYantra will be the most
preferred smart business tool for 10L+
MSMEs. With voice + AI at its core, the
platform will support every Indian
vyapari — from invoice to insight — in
their preferred language, across Bharat.
Founder’s Note: “BizYantra sirf ek
software nahi, ek digital saathi hai — jo
har vyapari ko smart banane ka mission
leke nikla hai.”
Founder- Shashank sarraf and Supriya
verma