Executive Summary
YourVAT is building the category-defining B2B VAT compliance platform for Europe,
targeting €100M+ valuation within 36 months through intelligent automation and strategic partnerships.
Key Performance Indicators
Investment Thesis
YourVAT addresses a critical pain point in European B2B commerce: the €89 billion annual VAT compliance gap that costs businesses millions in penalties and missed optimizations. By combining 20+ years of CAC40-level tax expertise from LS2P Partners with cutting-edge automation technology, we've created a solution that transforms VAT compliance from a complex burden into a strategic advantage.
The regulatory tailwind from mandatory e-invoicing (2026-2027) and the ViDA directive creates a unique 18-month window where the first mover will establish the de facto standard for European VAT compliance. With no dominant intelligent solution currently in market and legacy providers struggling with 6-month implementations, YourVAT's 24-hour deployment and "Waze for VAT" positioning creates an insurmountable competitive advantage.
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Market Opportunity
€2.3B serviceable market growing 18% annually. 80% of mid-market companies still using manual processes. Regulatory mandates driving urgent digitization.
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Competitive Moat
LS2P's 20-year expertise codified into decision engine. Network effects from cross-client intelligence. Deep ERP integrations creating switching costs.
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Unit Economics
€12K CAC with 5-month payback. €319K lifetime value per customer. 80% operating margins at 100 customers.
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Growth Strategy
France-first domination then European expansion. 10 countries by 2028. Multiple go-to-market channels. Clear path to €100M ARR.
Strategic Documentation Overview
TOME 1
Strategic Foundation
Market opportunity, competitive positioning, business model, and go-to-market strategy.
- Executive Summary & Investment Thesis
- Market Position & Competitive Moat
- Business Model & Unit Economics
- Go-to-Market Strategy
TOME 2
Technical Architecture
System design, infrastructure, security, and integration strategy.
- Cloud Infrastructure & Security
- VAT Decision Engine Design
- API Architecture
- Integration Ecosystem
TOME 3
Product & Operations
Product roadmap, user experience, workflows, and success metrics.
- Product Development Phases
- User Journeys & Design
- Operational Workflows
- KPIs & Success Metrics
TOME 4
Governance & Scaling
Corporate structure, risk management, scaling plan, and exit strategy.
- Corporate Governance
- Risk Management Framework
- International Expansion
- Exit Strategy & Value Creation
Financial Projections
| Metric |
2026 |
2027 |
2028 |
2029 |
| Annual Recurring Revenue |
€500K |
€3M |
€12M |
€35M |
| Number of Customers |
20 |
100 |
400 |
1,200 |
| Average Revenue Per Customer |
€25K |
€30K |
€30K |
€29K |
| Gross Margin |
75% |
82% |
85% |
87% |
| Operating Margin |
(40%) |
(17%) |
5% |
25% |
| Implied Valuation (10x ARR) |
€5M |
€30M |
€120M |
€350M |
Q1 2026
MVP Launch
10 Beta Customers
Q2 2026
ISO 27001
50 Paying Customers
Q4 2026
€500K ARR
Benelux Expansion
Q4 2027
€3M ARR
Series A Option
Why YourVAT Will Win
Unfair Advantages
- LS2P Partnership: 20 years of CAC40 expertise
- Speed to Market: 6-month window to dominate
- 24-Hour Deployment: vs 6 months for competitors
- Privacy-First: Only solution with data sovereignty
- Regulatory Timing: Perfect for 2026 mandates
Execution Excellence
- Proven Team: Serial entrepreneurs + tax experts
- Clear Roadmap: MVP to scale in 24 months
- Capital Efficient: Profitable at €35M ARR
- Multiple Exit Paths: Strategic or financial buyers
- Risk Mitigation: ISO 27001, GDPR compliant
Investment Opportunity
YourVAT represents a rare opportunity to invest in a category-defining B2B SaaS platform
with proven market demand, exceptional unit economics, and a clear path to market leadership.
The €8.5B European VAT compliance market is ready for disruption.
We have the team, technology, and timing to capture it.
Next Steps
Immediate Priorities (Next 30 Days)
Product Development
- Complete MVP with 500 VAT rules
- Deploy staging environment on OVH
- Implement core API endpoints
- Begin ISO 27001 preparation
Market Validation
- Close 10 POC agreements
- Validate €2-5K/month pricing
- Secure 3 reference customers
- Launch with 20 beta users
Contact Information
For Investment Inquiries
Clément - CEO
clement@yourvat.com
Laurent Pouille - LS2P Managing Partner
laurent.pouille@ls2p.com