Investor Primer
Loyalty · Zero Friction · Cross-Business Rewards
Jellin investor primer
Loyalty that sticks without an app download. Phone or email check-in, instant rewards, and partner ecosystems for cafés, gyms, hotels, malls, and sports — Zero-friction loyalty for cafés, gyms, hotels, malls, and sports — Greece first, then the United States. For investor discussion.
What is Jellin
Jellin is loyalty software that turns a phone number or email into a working rewards program — no app download required. Businesses run counting, instant, and sweepstake coupons; customers redeem by SMS, email, QR, or the optional app. One platform serves a single café and a multi-partner hotel or mall network.
Who buys — and why now
Real buyers, real jobs: people today hit a friction wall with stamp cards and heavy loyalty apps — with Jellin they enroll in seconds and see value on the same visit.
An independent café owner can now replace a lost punch card with “Your number?” — free coffee on the 5th visit, measured repeats.
A gym chain ops lead can now let Jells accumulate across every branch — one identity, employee-level visibility.
A hotel manager can now Jell a guest at check-in and push partner café or boutique offers by SMS — without a custom build.
A mall or sports operator can now connect purchases to experience rewards — jacket → ticket, store → mall gift threshold.
Platform reasons that cut across every persona
Phone, email, or QR. Same reward path with or without the app.
Counting, instant, and sweepstake coupons — payoff on a short cycle.
Groups and partner operators — earn here, redeem there.
Phone/email only for loyalty customers. GDPR-oriented by design.
SMS, email QR, in-app — meet the customer where they already are.
Owner / Manager / Employee roles; redemptions by program, site, staff.
Where it pays
Six wedges. Same platform. Incumbents force apps, plastic, or siloed chains — Jellin sells enrollment in one question and networks across partners.
| Wedge | Buyer | The problem now | With Jellin |
|---|---|---|---|
| Café / local retail | Independent owner | Punch cards lost; Instagram is not a loyalty system | “Your number?” → measurable repeats |
| Gym networks | Multi-location operator | Progress resets per branch | Jells stack across the estate |
| Hotels | Ecosystem builder | Paper partner flyers die in the bin | Welcome SMS + partner offers at check-in |
| Sports / venues | Team / promoter | Merch and tickets live in separate worlds | Purchase triggers experience (QR ticket) |
| Shopping malls | Center / tenants | Each store’s program (or none) fragments spend | One number → mall-wide thresholds |
| Agencies | Marketing professional | Cannot prove foot traffic or repeats | Hard redemption and revisit numbers |
What changes
Customers are not locked to an app wall. Staff ask one question; the platform tracks visits, issues coupons, and delivers rewards on the channel the customer already uses — including when they never install anything.
Enrollment is phone or email. QR for app users. Same ledger either way.
Counting thresholds, instant staff offers, and dated sweepstakes that fire without a project.
Internal and partner groups — invite operators; redeem across the host program.
Incumbents sell
- App downloads & plastic cards
- Slow time-to-reward
- Siloed brand wallets
- Heavy CRM / data collection
Jellin ships
- Number / email / QR first
- Rewards on a short cycle
- Partner groups on one identity
- Minimal personal data by design
The bet
Jellin’s differentiators are how you enter the loyalty TAM where incumbents can only sell another app or another plastic card — then expand café-to-network without a download ceiling.
Prove paid adoption in Greece at median 5% of core SAM; then deploy the same product into the U.S. venue base at 1.5%.
Point-to-point differentiators
| Point | Incumbents | Jellin |
|---|---|---|
| Product | App installs, cards, heavy CRM | Zero-barrier loyalty + partner networks |
| Enrollment | Forms, passwords, downloads | Phone or email in seconds |
| Rewards | Opaque point banks | Counting · instant · sweepstake coupons |
| Delivery | App-only | SMS · email QR · optional app |
| Scale | One brand silo | Groups + invited partner operators |
| Data | Profile harvesting | Minimal fields — trust as wedge |
Cite-backed venue pool — cafés, hotels, fitness, apparel, malls.
Coffee, hotels, fitness, apparel, malls — same product motion.
Greece then United States — staged deployment thesis.
Preseed Greece · Seed U.S. — capital for distribution, not a rewrite.
How it is sold
Three motions on one SKU surface: self-serve trial and Standard, contact-sales Enterprise, optional connectors. Stripe checkout. Founding team covers product and BD; capital buys GTM speed.
| Plan | Price | Groups | Motion |
|---|---|---|---|
| Trial | Free · 1 month | Standard | Self-service |
| Standard | $20 / month | Up to 5 | Self-service |
| Enterprise | $150 – $2,500 / month | Unlimited | Contact sales |
Add-ons: CRM / ERP connectors at $70 per connector / year. Syncs Jellin with POS, CRM, ERP, and automation tools.
Cost base
- Azure hosting
- Lean founding engineering / product & BD
- Variable SMS / email as volume grows
Revenue base
- Standard + Enterprise subscriptions
- Connector fees
- Blended ARPU rises with Enterprise mix
Seed ladder — preseed & seed
$150K preseed funds Greek deployment and proof of paid adoption. $350K seed funds United States deployment once the Greece motion works. Sequential capital. Same product. Extra capital buys speed — it does not rewrite unit economics.
Path to ~5% of Greece core SAM (~2,640 accounts) · ~$952K ARR.
Path to ~1.5% of U.S. core SAM (~4,270 accounts) · ~$2.31M ARR on top of Greece.
ARR at median penetration
~2,640 × $30 ARPU × 12
~4,270 × $45 ARPU × 12
Both markets at median penetration
IRR — planned estimates based on market standards
Illustrative 25% ownership. Preseed exit Y4 on Greece ARR; full $500K exit Y5 on combined ARR. SaaS multiples 5× / 7× / 10× ARR.
| Case | Capital | 5× ARR | 7× ARR | 10× ARR |
|---|---|---|---|---|
| Preseed only | $150K | Stake $1.19M · IRR ~68% | Stake $1.67M · IRR ~83% | Stake $2.38M · IRR ~100% |
| Preseed + seed | $500K | Stake $4.07M · IRR ~62% | Stake $5.70M · IRR ~75% | Stake $8.15M · IRR ~89% |
IRR and MOIC are planned estimates based on market standards. Dilution from later rounds and actual ownership are not modeled.
Footprint — use of funds
Capital is deployment capital. Preseed buys Greece distribution; seed buys U.S. distribution. The loyalty engine, Android apps, Stripe, and legal pages already ship.
Preseed — $150K (Greece)
| Use | Amount | Notes |
|---|---|---|
| Greece sales & marketing | $55,000 | Local outreach, content, paid social, beachheads |
| Customer success / onboarding | $25,000 | Play/store support, demos, first Enterprise |
| Ops / messaging / infra buffer | $20,000 | Variable cost as check-ins scale |
| Cash runway | $50,000 | Lean burn while revenue ramps |
| Total | $150,000 |
Seed — $350K (United States)
| Use | Amount | Notes |
|---|---|---|
| U.S. GTM hire(s) & sales ops | $140,000 | First seller / BD; tools; beachhead travel |
| U.S. marketing & partnerships | $90,000 | Coffee, fitness, hospitality campaigns |
| Localization / payments / support | $40,000 | Billing polish, support hours, compliance hygiene |
| Cash runway | $80,000 | Bridge to U.S. ARR contribution |
| Total | $350,000 |
Market validation
Core SAM is the venue pool Jellin can sell into. Median scenario: 5% of Greece and 1.5% of the United States. Counts rounded from public sources in Reference; planning estimates labeled.
Greece — core SAM
| Vertical | Establishments | Basis |
|---|---|---|
| Cafés & coffee | ~25,000 | Dashmote Greece outlet database |
| Hotels | 10,104 | Hellenic Chamber of Hotels / ITEP 2024 |
| Fitness (planning) | ~2,500 – 3,000 | Business overview band |
| Apparel (planning) | ~15,000 | Business overview band; PwC retail context |
| Shopping centres | ~17 – 30 | PwC / Lamda organised retail |
| Core SAM (mid) | ~52,900 | 5% → ~2,640 paying accounts |
United States — core SAM
| Vertical | Establishments | Basis |
|---|---|---|
| Branded coffee | 42,773 | World Coffee Portal — Project Café USA 2025 |
| Hotels | ~64,000 | AHLA testimony, Feb 2025 |
| Health clubs & studios | 55,294 | Health & Fitness Association, May 2024 |
| Clothing stores | 121,610 | U.S. Census Economic Census 2022 |
| Shopping malls | ~1,150 | Industry mall counts (2024) |
| Core SAM | ~284,800 | 1.5% → ~4,270 paying accounts |
Software category context
U.S. loyalty management ≈ $1.34B in 2025 (IMARC). Global SMB loyalty software ≈ $2.8B in 2025 (Dataintelo). Jellin list prices sit in the published SMB SaaS band.
Venue counts ≠ buyers tomorrow. Penetration is a planning assumption. Primary links: Reference.
Project status
Product, backend, and Android apps already cover the core loyalty loop. Capital maps to Greece launch first, then U.S. expansion — not a greenfield build.
Shipped / ready
- Accounts, operators, roles, groups
- Loyalty programs + three coupon types
- QR or phone/email check-in
- SMS / email / app delivery
- Analytics summaries
- Stripe subscriptions
- Public site + privacy / terms / deletion
- Android business + customer builds
Funded milestones
- Preseed: Play live; paid Greece cohorts; path to 5% SAM
- Hotel + café beachheads in Greece
- Connector pilots (POS / CRM)
- Seed: U.S. beachheads; path to 1.5% U.S. SAM
- Repeatable Enterprise motion in both markets
Reference
Fact-checked public sources for market counts and category context. Planning estimates from the Jellin business overview are labeled. Prefer the primary link.
Greece
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IBISWorld — Food & Drink Service Activities in Greece Broader F&B cross-check (47,230 businesses, 2025). ibisworld.com
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United States
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Health & Fitness Association (formerly IHRSA) 55,294 health club and studio locations. healthandfitness.org
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U.S. mall stock (industry summaries, 2024) ≈1,150 enclosed/traditional malls (definitions vary). grabon.com
Loyalty software
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Jellin materials
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Jellin — Business Overview Product thesis, personas, modules; fitness/apparel planning bands.
business/Jellin — Business Overview.docx - 15
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