01INVESTMENT THESIS06
STRATEGIC INVESTMENT FRAMEWORK · NON-BINDING

The business comes first. Capital scales the execution.

SR AI Fabric is not a paper company created to attract investment. It already has a Product Alpha operating control plane across customer portal, gateway, knowledge/RAG, usage/billing, agent approvals and operational alerts; strategic capital is intended to scale customer execution and infrastructure after provider and commercial-rights gates are cleared.

02RMB 30M / 30%06

Current review scenario

Review RMB 30M strategic capital for a 30% minority stake. The 70% Korea founder-led structure assumes real control of product, customers, IP and operations. Final terms depend on diligence, commercial rights, the investing entity and compliance review.

RMB
30M

STRATEGIC CAPITAL

30%

INVESTOR

70%

FOUNDER-LED

03CAPABILITY & CONTRIBUTION06

SR Capability Base · KRW 7B

KRW 7B is not a certified valuation created for fundraising. It is an internal capability/replacement benchmark for SR’s existing Digital/AI Build, Product/IP, Cross-border BD, Enterprise Execution, Data/Operations and Founder/Team capacity.

KRW 2.0B

Digital / AI Build

KRW 1.2B

Cross-border BD

KRW 1.0B

Product / IP

KRW 1.1B

Enterprise Execution

KRW 0.8B

Data / Operations

KRW 0.9B

Founder / Team

What the founder/company contributes

Korean enterprise AI product design, brand and platform IP
Korean customers, design partners and PoC pipeline
Gateway, policy, billing, audit and RAG/agent product stack
Korean IDC/cloud/payment/tax/security operating system
Local sales, technical support and customer success team
Local contract, data and operating accountability

What the strategic investor must bring beyond capital

AI server/cloud/IDC resources or advantaged infrastructure terms
Model/API/platform technology and engineering support
Commercial rights, supply contracts and SLA usable in Korea
China customers, overseas-going customers and channels
Joint solution development and enterprise references
Transparent compliance information on the investing entity, UBO and affiliates
04CAPITAL ALLOCATION06

RMB 30M · Use of Funds

20%Product / PlatformGateway, policy, RBAC, billing, audit and RAG/agent productization
25%Cloud / GPU / IDCDemand-led cloud, dedicated GPU and IDC; minimize pre-purchase
20%Korea TeamEngineering, enterprise sales, customer success and operations
12%Enterprise PoCDesign partners, vertical RAG/agent packages and evaluation
8%Compliance / SecurityLegal, accounting, security, policy and investment/supplier diligence
15%Runway / Reserve12–18 months of execution buffer against supply, FX and demand volatility

Stage capital against milestones

Closing 1RMB 10M

Company, core hires, gateway MVP, supplier agreements, design partners

Milestone 2RMB 8M

3+ paid PoCs, recurring gateway usage, first Private AI revenue

Milestone 3RMB 12M

Expand dedicated infrastructure after MRR and GPU-utilization gates

05GOVERNANCE & KPI06

Founder-led, Investor-protected

70% Founder-led

Real control of product, people, sales and Korean operations

30% Strategic Investor

Minority stake plus reserved-matter protections

Reserved Matters

Agreement on financing, M&A, major CAPEX and related-party transactions

IP / Customer

IP, Korean customer contracts and operating data owned by the Korean company

12-month management KPI scenario

10–15

Paying enterprises

3+

Dedicated customers

KRW 150–200M

Target MRR

60%+

GPU expansion gate

Illustrative post-investment management targets only; not current performance or a revenue guarantee.

06DUE DILIGENCE06

Five mandatory gates before investment

01Investor EntityExact entity, UBO, affiliates and sanctions/supplier constraints
02Commercial RightsRights to use models, infrastructure, brands and technology in Korea
03Vendor EligibilityGPU/server/cloud eligibility and end-use review
04Customer EvidenceDesign partners, willingness to pay and usage thesis
05Unit EconomicsMeasure cloud/API economics before dedicated GPU break-even

The company should exist before the investment

Strategic capital should not be money to create a Korean shell. It should accelerate a Korean AI infrastructure company that already has product, market thesis and execution systems.

SR AI Fabric has implemented a Product Alpha control plane spanning console, portal, gateway, billing and RAG/agent operations. Live external-provider traffic remains gated by credentials, commercial rights and activation. KRW 7B is an internal Capability Base, not an audited or certified company valuation. Investment terms remain non-binding until diligence and definitive agreements.