Dmitry Kotov
Investors & partners

Four companies built the same way, by the person who writes the code

Each venture here started as a system built to solve an operating problem, proved itself against real customers, and then became a company. They are documented in public — the problem, the product, the model, and what is not working yet — because that is a faster filter for both sides than a deck.

The portfolio

Every one has a page of its own with the full argument — the problem, the product, the model, and why it generalises.

Neuron Expert

Production

Home-service businesses live and die by the phone, and the person best placed to answer it is on a roof or under a sink. Neuron answers instead — and charges only when a job is completed.

Pricing:
Per completed job — first ones free
Setup:
Live in an afternoon
Languages:
English · Spanish · Russian
Read the full argument

Friends.energy

Production

The Russian-speaking diaspora in the US organises itself in scattered chats. Friends.energy turns that into a city-by-city platform where jobs, housing, services, and events are searchable — and businesses can be found.

Coverage:
Miami · New York · LA · SF · Chicago
Audience:
Russian-speaking communities in the US
Distribution:
Web plus per-city Telegram channels
Read the full argument

FindSupport.ai

Live · peer support in rollout

People who need a therapist do not fail at searching — they fail at the first message. FindSupport takes a description of the situation instead of a filter query, and carries the conversation to the specialist itself.

Directory:
2,748 therapist profiles · 147 US cities
Revenue moment:
Access to contact, not to the listing
Peer support:
Free for the person seeking help
Read the full argument

Atlas Trader

Live terminal · paper accounts

Retail trading tools are built to make you trade. Atlas is built to tell you when not to — it reads market structure across 26 CME futures, ranks what it finds, and answers WAIT more often than anything else.

Coverage:
26 CME futures · 1-minute to weekly
Cadence:
30-second marks · 5-minute rescan
Validation:
2-year sweeps, in- and out-of-sample
Read the full argument

What these companies have in common

Problems too boring to be crowded

A missed phone call at a plumbing company. A room advertised in a chat that scrolls past in an hour. The message a person cannot bring themselves to write to a therapist. None of these attract founders, and all of them are worth money to somebody every single day.

Distribution built into the product

Each platform generates the pages that bring its own customers — local service pages, city hubs, topic pages. Acquisition is a property of the software rather than a separate budget line, which is what makes the unit economics hold as they scale.

Priced on the customer's outcome

Per completed job rather than per seat; on access to contact rather than on browsing. Revenue moves with the customer's revenue, which shortens the sales conversation and makes churn a symptom rather than a surprise.

One codebase, many markets

A trade, a city, or a language is a parameter in each of these systems, not a rebuild. Expanding is a content and moderation cost, not an engineering programme — which is the difference between a product and an agency.

Who this is written for

Angels and operators who have run something in field services, marketplaces, community platforms, or trading infrastructure, and who want to be useful beyond the cheque — an introduction to a first customer is worth more here than the marginal dollar.

Funds that invest early in applied AI and are comfortable with vertical software: unglamorous customers, real revenue, no consumer growth curve. If your thesis needs a hockey stick in month six, these are the wrong companies.

Strategic partners in the same verticals — a franchise network, a brokerage, a clinic group — where a commercial agreement is the more natural first step and an investment, if it happens at all, follows the working relationship.

How a conversation goes

  1. Step 01

    You write, with your context

    Who you are, what you invest in, and what drew you to which venture. There is no form to fill in and no deck gate — the public pages already carry the substance a deck would.

  2. Step 02

    A call with the founder, not a team

    The person who architected the systems answers the questions, including the ones about what is not working. Expect specifics on architecture, unit economics, and where each product actually is.

  3. Step 03

    Materials under NDA

    If there is mutual interest, the detailed materials follow privately — metrics, financials, corporate structure, and the current plan. Anything specific to terms is discussed there rather than published here.

What is available privately

Published on this site: the problem, the product, the model, and the technical architecture of every venture. Shared after a conversation, under NDA:

Operating metrics
Current usage, revenue, retention, and acquisition cost per venture, with the measurement definitions attached.
Financials and runway
Historical statements, current burn, and the plan the money funds.
Corporate structure
Entities, jurisdictions, cap table, and existing commitments or obligations.
Product roadmap
What ships next in each venture, what it depends on, and the risks that would change the order.
Customer references
Introductions to operators using the products, arranged with their consent.

Verify before you talk

Two of the four products can be opened and used right now by anyone, without an introduction. The press archive on this site links to every outlet directly rather than quoting selectively from it, including the pieces that are wire syndication rather than independent reporting, which are labelled as such.

The systems pages describe how each platform is built, in enough detail that a technical diligence conversation can start from the architecture rather than from a summary of it.

Questions asked first

Are you currently raising?
Deal-specific questions — whether a round is open, on what terms, and at what size — are answered in a conversation rather than published. A public page describing an offering is a general solicitation, which changes which exemptions are available and what verification every investor has to go through. So: write, and the answer comes directly.
Why is there no deck on this page?
Because the pages for each venture already contain what a deck would: the problem, why it is unsolved, what the product does, how it earns, and why it generalises. A deck adds design and subtracts detail. If you need one for an internal process, ask and you will get it.
Can I invest in one venture rather than all four?
They are separate companies, so yes in principle — and which structure makes sense depends on the venture and on who you are. That is one of the first things worth discussing.
What do you want besides money?
Distribution. A single introduction to a franchise network, a brokerage, a clinic group, or a city community is worth more to these companies at this stage than the marginal dollar, because every one of them earns per customer served rather than per seat sold.
What are the biggest risks?
Concentration in one operator, products at different stages of maturity, and markets where the incumbent is not a competitor but the status quo — a business that keeps missing calls is not switching to anything. These are discussed directly rather than managed out of the conversation.

Write, with your context

Who you are, what you invest in, and which of the four you want to talk about. It goes straight to the founder.

What this page is not

This page is provided for information only. It is not an offer to sell, or a solicitation of an offer to buy, any security or interest in any of the companies described, and nothing on this site should be read as a recommendation, a projection, or a promise of any result.

Any investment discussion happens privately, subject to the applicable securities laws of the relevant jurisdiction, and only with investors who qualify under them. Figures published elsewhere on this site describe products and coverage rather than financial performance.