Stratm — Seed pitch deck

01

AI writes the code

Leading AI-native companies report 30–90% of new code is now AI-generated - Anthropic, Airbnb, and Microsoft leaders cite meaningful agent output in production. Humans review; agents ship.

02

AI reads the data

Amplitude AI, Mixpanel Spark, and every analytics platform is racing to add LLM-powered query layers.

03

The gap nobody solved

Faster codegen outpaces manual taxonomy upkeep. AI analytics layers query events that were never compile-time validated. Garbage in, sophisticated out.

Humans are no longer the right enforcement layer - tooling must. The companies that become trust infrastructure between AI-generated software and AI-powered analytics win the next decade.

The engineer's pain

Ships a refactor → omits buy_cta

Dashboard metric silently drops to zero

Three days debugging to find a renamed event

✗ Rarely compile-time or repo-grounded validation. Trust breaks after deploy.

The PM's pain

Checkout funnel shows 2.3% conversion - or does it?

"Events were renamed in the last deploy" : you know 3 weeks later

AI analytics gives confident answers from unvalidated data

✗ No way to know what you're NOT measuring.

Mixpanel

Lexicon and governance exist - but schema discipline is UI-defined and downstream, not compile-time and code-derived.

Validates after ingestion

Amplitude

Strong query and AI layers - but instrumentation correctness is enforced after data lands, not before deploy.

Post-ingestion validation

PostHog

Autocapture and schema tooling prioritize flexibility over a single repo-enforced structural contract.

Flexibility over contract

Segment

Decoupled destination routing (write once, send anywhere). Schema correctness is your problem.

Routing, not correctness

It didn't replace JavaScript. It made application state trustworthy at scale.

TypeScript validates application state. Stratm validates behavioral state.

Typed Analytics. A schema-enforced, structurally-typed, version-controlled behavioral data layer, where every event is declared, every path is validated, and every change is tracked. Compile-time correctness for instrumentation, not just dashboards.

Stratm is building typed analytics infrastructure.

i · Instrumentation

Define and capture

MVP

Capture Schema

Studio Mode · Schema Health ship with MVP SKUs

ii · Intelligence

Analyze and act

MVP

Insights Journeys

MVP 1.5

Replay Prism Lineage Pulse

+ Heatmaps

P2

Experiments

iii · Infrastructure

Distribute and govern

MVP 1.5

Fabric

Integrations · Audiences

Shipping 9 products in MVP (Capture, Schema, Insights, Journeys, Lineage, Replay, Prism, Pulse, Fabric) · Studio Mode & Schema Health are features of Capture.

Typical event payload

{
  "event": "click",
  "element": "buy_cta",
  "timestamp": 172946…
}

→

What Stratm stores

{
  "structure": {
    "path": ["checkout","order_summary","submit_order"],
    "depth": 3,
    "schema_version": "v1.4"
  }
}

Structural Journeys Which paths through your UI hierarchy lead to conversion supplimented by static schema manifest.

Schema Health CLI knows every element that exists. You see exactly what you're NOT measuring.

Schema Lineage Every event is version-bound. Metric drops are automatically correlated to code changes.

The manifest is table stakes. The moat is the system primitive: one schema in the repo, enforced before merge, consumed by analytics, warehouses, and AI - not a settings screen after ingestion.

schema.json git commit hooks CI hooks enforce correctness AI analytics grounded Warehouse schema-enriched

Once schema.json is committed, CI hooks are wired, and downstream tools consume the Schema API, switching cost is not "cancel a subscription." It is rebuild your entire analytics data contract from scratch.

TAM · directional

~$18B–25B

Global spend at the analytics × infra × observability intersection

SAM · directional

~$1.5B–4B

Modern web & TS-native teams · structural capture viable

SOM · directional

~$250M–500M

Pre-seed → Series A ICP · bottom-up ARR path

Why now

Rising AI-assisted code share is climbing and taxonomy discipline cannot stay human-only; tooling must enforce correctness.

$3.2B Twilio acquired Segment in 2020 - routing infrastructure commanded a premium vs point SaaS.

Primitive No incumbent leads with compile-time, codebase-grounded schema as the primary system primitive.

Phase 1

Dev Adoption

HN launch, CLI on GitHub, agent prompt pack. Win vibe coders and AI-native builders. Schema commits to repos.

Phase 2

PM Lock-in

Schema Health shows gaps. PM sees value. Budget conversation begins. Renewal driven by Schema Health + Journeys.

Phase 3

Infrastructure

Schema API consumed by warehouse, AI tools, Amplitude. Switching cost becomes architectural, not contractual.

Key acquisition channels

Hacker News "Show HN: Typed Analytics for the AI era"

Agent Ecosystems LLM code editors prompt pack - meet vibe coders where they ship

Compare SEO /compare/stratm-vs-segment - engineers in evaluation mode

Dev Newsletters TLDR, Bytes, JavaScript Weekly — $800 CPM, high-intent

Infrastructure-first Implicit schema ↑ enforced Typed / Schema-enforced Destination-first Analytics-first Segment PostHog Heap Mixpanel Amplitude Stratm · Typed Analytics

Utkarsh Sharma

Co-founder · CEO

10 years of product engineering
CTO at Futwork · Engineering Lead at Unacademy · SDE III at Loco
IIT Madras - 3 research publications in robotics & grasp planning

Niteen Autade

Co-founder · Engineering

6 years of full stack engineering
SDE-3 at Fynd · Sr. Full Stack at Frapp · IBM
M.Tech VJTI Mumbai

Why this team wins this problem

Builder + researcher Combines systems thinking with shipping velocity

Backend + infrastructure Two engineers who understand schema contracts, pipelines, and correctness at depth

Operator-turned-founders Have personally managed analytics debt at scale - built this because they needed it

Use of funds

Product & Engineering45%

MVP (Capture, Schema, Insights, Journeys) + MVP 1.5 (Replay, Prism, Lineage, Pulse, Fabric)

Go-to-Market25%

Developer marketing, agent ecosystem partnerships, SEO content

Infrastructure20%

ClickHouse, CF Workers, schema registry, production-grade ingest

Operations10%

Legal, compliance, 6-month runway

6-month milestones

Month 3 MVP live — Capture, Schema, Insights & Journeys shipping

Month 4 MVP 1.5 — Replay, Lineage & Pulse launch. 100 active teams.

Month 5 Prism + Fabric launch. First enterprise contracts.

Month 6 9-product platform live. $100K ARR. Seed ready.

Software development just changed forever.

Analytics breaks silently and nobody knows.

Incumbents optimize for flexibility and downstream trust - not compile-time correctness.

TypeScript gave JavaScript a type system.

Building instrumentation primitives, intelligence lenses, and infrastructure surface.

Structural data. Not just events.

The schema manifest is load-bearing infrastructure.

Stratm sits at the convergence of product analytics, behavioral data infrastructure, and AI-era observability.

Bottom-up developer adoption → top-down PM retention.

Dev Adoption

PM Lock-in

Infrastructure

Where schema correctness is the system primitive.

Built by engineers who have lived the problem.

Raising $500K Pre-Seed.