OPERIA/THE WEDGE & EXPANSION PLAYBOOK
01 / STRATEGY

Accounting is our wedge into LatAm SMEs. Once we own the financial ledger, we capture the entire back office at near-zero CAC.

01THE SHIFT

Execution commoditizes. Trust does not.

AI drives rules-based work toward zero marginal cost. LatAm compliance, regulation and local trust remain irreducibly human.

02THE MODEL

Finished work, not another tool.

SMEs buy audited, compliant, on-time outcomes—not seats. Proprietary agents deliver the work; human QA protects the standard.

03THE GTM ENGINE

Partner first. Acquire the books.

We expand local-firm margins with AI, prove value immediately, then acquire client books at attractive multiples.

ONE LEDGERMORE WALLET SHARE
THE WEDGE / ENTRY POINT

Accounting & Tax

Real-time ledger access & recurring compliance

High retention
Daily data
EXPANSION SERVICES3–5× LTVAT ~0 CAC

Payroll & HR

Auto-payroll & benefits

FP&A & BI

Management reporting

CFO-as-a-Service

Cash flow, runway & debt

Compliance & Legal

Filings & contract review