Potentiacta · for venture investors · 23 Oct 2026
Potentiacta understands how important it is for venture investors to see clearly what business a startup does, what happens in it today, and what should happen as it pursues its mission. It is even more important to see the source of revenue and the key metrics it depends on.
Potentiacta has a very simple business model: it generates verified outcome units from consumption expenditure baskets by users and the external operations that serve them, measures them with the Leontief input-output model, has them verified by the Oracle, and offers them to arrangers and issuers of social bonds at US$1 per unit, or accepts their bids for verified outcome units for a term.
Δx includes Δf: it is Δf itself plus the output that Δf causes along supply chains. Δf is the change in total final demand relative to the baseline scenario, the economy without Potentiacta’s spending: Δf = Δf_basket + Δf_operations. Δf_basket is Potentiacta’s verified spending on the sustainable goods and services in every user’s basket, provided through non-repayable basket credits. Δf_operations is Potentiacta’s verified external spending on serving the baskets: verification, licenses and services, research and development including data, and real-time data verification. The salaries of Potentiacta’s team, taxes, interest, depreciation and capital purchases are not part of Δf. Δx is the modeled change in gross output by sector required to meet Δf, with all direct and indirect links along supply chains (the Leontief model); the Oracle verifies its inputs and calculation. The multiplier m is the effect of Δf on Δx. One verified outcome unit is US$1 of Δx.
Buyers pay US$1 per verified outcome unit, so Potentiacta receives Δx. RIL, Reinvestable Impact Liquidity, is the part of Δx above Δf: RIL = Δx − Δf. Potentiacta takes all of its own value added, including its team, taxes and margin, from RIL, at a norm of 30% of RIL, and invests the remaining 70% in growing Δf.
2026 is shown in two parts: to 20 Oct 2026, the today row (snapshot), and the rest of the year, the 2026 row (plan); each row adds up.
† Every valuation after today’s is arithmetic on Potentiacta’s targets: 2.21 × the Δx planned for the next twelve months, if the plan is met, not brought back to today and not weighted for the chance that the plan is missed (venture investors report that fewer than 30% of their companies meet their projections, 26% at early stage: Gompers et al., NBER Working Paper 22587). The 2027 row exceeds the median pre-money valuation of a US Series B round, $187.0M, and the 2028 row that of a Series D+ round, $1,723.7M; from the 2029 row each value is more than ten times the Series D+ median (2026 to 30 September; PitchBook-NVCA Venture Monitor, Q3 2026), so the market cannot check it. The 2036 row has no next year in the plan to value.
The plan grows users evenly, in percentage terms, to each year’s target and counts Δf as their baskets plus the operations that serve them; Δx = Δf × 1.81, the plan’s multiplier (23 Oct 2026), which is how Potentiacta calculates its plan (Verified Outcome Units Target), not the methodology’s Δx = (I − A)−1Δf; Potentiacta’s value added is 30% of RIL = Δx − Δf; and its price is US$35M today, the median seed SAFE cap, and its value on 1 January of each later year, if the plan is met, 2.21 × the Δx planned for that year, shown at no less than US$35M.
Source: Potentiacta · Verified Outcome Units Target · 23 Oct 2026. Targets, not forecasts.
The demonstration shows the state of the platform: what is ready today and how it works for the user.
Potentiacta streams the data to the Oracle in real time through its input-output engine built on the Leontief framework.
Today · Snapshot · 20 Oct 2026 · from the baskets of 21 users
Δftotal = Δfbasket + Δfoperations
Comes with the platform API
Δxtotal = Δxbasket + Δxoperations
Comes with the platform API
There are two ways to acquire Potentiacta verified outcome units:
An arranger or issuer of social bonds orders verified outcome units for a term.
Potentiacta offers a ready package of verified outcome units.
Every package is transferred with outcome units verified by the Oracle and registered on Potentiacta Standard; the keys and tokens go to the buyer.
Potentiacta continuously studies the needs of the Sustainable & ESG capital market, paying particular attention to the pains of the social bond segment, and compares them with its goals for generating verified outcome units.
| Indicator | Value | Source |
|---|---|---|
| Social bonds issued in 2025 | $141.2B, down 19% from $175.2B in 2024; 191 issuers, down 12% | Climate Bonds Initiative, Mar 2026 |
| Social bonds issued since 2006 | $1,257.9B, 19% of all GSS+ debt | Climate Bonds Initiative, Mar 2026 |
| All GSS+ debt issued in 2025 | $1,026B aligned; $6.8T cumulative | Climate Bonds Initiative, Mar 2026 |
| Social bonds issued in Q1 2026 | $47.6B, the strongest quarter in nearly two years | Moody’s, via ESG Today, May 2026 |
Snapshot · 21 Oct 2026
GSS+ covers green, social, sustainability and sustainability-linked debt. Volumes are Climate Bonds Initiative aligned volumes unless stated otherwise.
Minimum output = planned Δf × 1.63, the lowest multiplier measured on 23 Oct 2026: this is how Potentiacta calculates its plan; planned Δf: Potentiacta · Verified Outcome Units Target · 23 Oct 2026. Δx at the plan’s multiplier ×1.81 (23 Oct 2026) is in The numbers. 2026 shows Δx to date. Log scale. Targets, not forecasts.
The market needs verified outcome units. Investors and regulators ask for evidence of impact, not only for where the proceeds go. Every unit Potentiacta sells is Δx measured and verified by the Oracle, which removes the risk of greenwashing, social washing and other forms of washing.
Through 2028, Potentiacta’s minimum output is about 0.1% of one year of social bond issuance. In 2030 it is about 7% of 2025 issuance. The 2036 floor of $1.31T is about 1.3 times all GSS+ debt issued in 2025, so it relies on the market for verified outcomes growing beyond today’s sustainable bond market.
The market faces new challenges: new technologies cut jobs and change the labor market completely. This raises the question of how to sustain consumption regardless of households’ current incomes and savings, and leads to the conclusion that demand for social bonds aimed at growing wellbeing and sustainable consumption, with their environmental impact compensated, will rise as their supply grows.
To reach its nearest goal in 2027, Potentiacta has built a basket of 33 categories of goods, with an algorithm through which users receive special credits as the output effect of their previous purchase. Verified users make purchases at their own expense or with the credits Potentiacta accrues to them in the No Poverty and Sustainable City programs. Either way, users receive credits with a recommendation to spend them on the set categories of goods and services.
In 2027 the basket weights are set at 64%, or $6,400 a year, for goods and 36%, or $3,600 a year, for services: digital productivity services on the Potentiacta platform. Today’s basket is above this planned minimum, and that is not a problem: a basket may go beyond the planned minimum. Baskets are matched to each user’s personal values, so the weights differ from user to user; averaged over all users and over the planned period, they stay within the planned values.
| Section | Categories with goods listed | Goods a year per person | Purchase limits |
|---|---|---|---|
| Food | Pantry, spices and snacks; tea, coffee and juices. Organic and fair trade | $1,774.65 | Pantry goods: 1 pack every 2–6 months; chocolate: 1 bar every 2 months; canned drinks: 2 a month, not offered in the evening |
| Home Stuff | Cleaning supplies; paper goods; household essentials; pet supplies | $1,360.01 | Cleaning supplies: 1 bottle every 2–3 months; paper goods: 1 pack a month per family |
| Health | First aid and medical supplies; vitamins, supplements and herbal teas | $1,234.92 | First aid: 1 pack a month; vitamins: 1 pack every 1–2 months |
| Beauty & Personal Care | Cosmetics, fragrance and bath; hair, oral care and shaving | $1,124.92 | 1 item every 2–3 months per person |
| Fashion | Women’s, men’s and kids’ clothing; bags and luggage | $1,118.23 | Basic clothing: 1–2 items, repeated no more than once in 6–12 months; kids’ clothing: the next size every 6 months |
| Goods in total | 14 categories | $6,612.73 | Above the $6,400 goods weight |
Source: Potentiacta · Sustainable Venture Capital v1.0, section 5 · 21 Oct 2026.
Snapshot · Potentiacta · Sustainable Venture Capital v1.0 · 21 Oct 2026
As of 21 Oct 2026, goods are listed in 14 of the basket’s 33 categories, in 5 of its 9 sections; the first basket can be formed as 36% digital productivity services and 64% goods.
Today’s basket: for example, the first basket can currently be formed in this proportion
| Section | Categories of goods with goods listed |
|---|---|
| Home Stuff |
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| Fashion |
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| Health |
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| Beauty & Personal Care |
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| Food |
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| Sport & Outdoor |
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| Electronics |
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| Toys & Games |
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| Stationery & Paper |
|
With platform data · coming with the API
Source: Potentiacta · Package Disclosure v2 · 23 Oct 2026, what the basket contains. The categories with goods listed: Potentiacta · Sustainable Venture Capital v1.0 · 21 Oct 2026.
All goods Potentiacta includes in the basket of goods and services hold a Sustainable certificate. A good whose certificate has not been confirmed does not enter the basket. Each good carries a recognized third-party product certificate, for example GOTS, FSC, USDA Organic, EPA Safer Choice, Nordic Swan Ecolabel or GRS, or comes from a certified B Corp or a Leaping Bunny–approved company. Potentiacta strives to expand its basket of goods and services to cover all of its users’ needs.
Potentiacta’s goal from now till 1 January 2028: the plan starts from 21 users with a $3,600 basket (figures of 20 Oct 2026), steps to 100 users on 1 December 2026 and reaches 1,000 users on 1 January 2028. The charts show the plan month by month, by the rules of The numbers.
Δx: the verified outcome units Potentiacta plans to generate from now till 1 January 2028, its revenue at US$1 per unit.
Revenue is the plan’s Δx at the plan’s multiplier ×1.81 (23 Oct 2026) — a value Potentiacta calculates for its plan, not the methodology’s formula for Δx: the effect of Δf on Δx, 1.81 at package level, with a minimum of 1.63 and a maximum of 2.51 in the plan’s figures of 20 October 2026. Each bar is the revenue accumulated by the month’s end: Δf, all the costs of the baskets and operations, and above it RIL = Δx − Δf, 70% of it invested in growing Δf and 30% Potentiacta’s value added. Return on Δf (company) = RIL ÷ Δf: what each dollar of Δf returns above itself, 81% at ×1.81, before Potentiacta’s own team, taxes and margin, which come out of RIL; not an operating margin or a return on capital. It is the company’s return, not the investor’s: the investor’s is the MOIC and IRR of the SAFE, under the ask.
How the plan moves. The plan starts from 21 users with a $3,600 basket (figures of 20 Oct 2026) and holds them until 30 November 2026; on 1 December it moves to 100 users with a $10K basket. The 100 hold their baskets until mid-May 2027; from 15 May the number of users grows evenly, in percentage terms, to 1,000 on 1 January 2028. Cumulative Δf climbs steadily until mid-May and steeply after it, as users grow; revenue climbs with it, 1.81 times Δf, as Potentiacta calculates its plan.
How it is calculated. Month by month, Δf_basket = users × their basket, and Δf_operations = $500 · N + R&D(N) + RTV(N), the rule under The numbers. Real-time verification, and R&D above 100 users, serve the whole platform and grow far slower than users, so operations exceed the baskets while users are few: 264% of the baskets in the rest of 2026 and 125% in 2027. Revenue Δx = Δf × 1.81, which is how Potentiacta calculates its plan (Verified Outcome Units Target), not the methodology’s Δx = (I − A)−1Δf; RIL = Δx − Δf; Potentiacta’s value added is 30% of RIL; the return on Δf (company) = RIL ÷ Δf. The months add up to the target’s totals for the rest of 2026 and for 2027.
Targets, not forecasts. Source: Potentiacta · Verified Outcome Units Target · 23 Oct 2026.
The basket and the processing that accrues and writes off credits are ready to use. During Q4 2026 they will be configured for 100 users in the selected categories.
The ask is one sum from venture investors: it covers the baskets and the operations that serve them, Δf, from now till 1 January 2028, so that Potentiacta accumulates revenue, reaches its targets and earns its planned value added. Everything goes into a post-money SAFE, Y Combinator’s standard form, with a US$35M valuation cap: your share of Potentiacta is your funds ÷ US$35M, and it converts at the next priced round, in Q3 2027, at the lower of the cap and the round’s price.
The baskets $2.93M and the operations $3.80M. It accumulates revenue of $12,183,702.75 and Potentiacta’s value added of $1,635,713, with 1,000 users holding a prepaid basket on 1 January 2028.
Targets, not forecasts.
Your funds against the plan, month by month from now till 1 January 2028, in whole dollars.
Your money pays for the months in turn, each month’s Δf_basket and Δf_operations alike, until it is used; Δf, Δx, RIL and the value added are the plan’s, accumulated from now. Return on Δf (company) = RIL ÷ Δf. A month’s valuation is Potentiacta’s value at its end if the plan is met: 2.21 × the Δx planned for the next twelve months, shown at no less than US$35M. Your share is your funds ÷ the US$35M cap, after the Q3 2027 round’s new money from August 2027 (Carta’s median dilution, Q2 2026: 18.7%), which funds the plan after it; its value is your share × the month’s valuation. How Potentiacta is valued → Targets, not forecasts.
Targets, not forecasts; illustrative, not an offer of securities. MOIC = your proceeds ÷ your funds, and IRR = MOIC^(1 ÷ years) − 1 over the 4.2 years from 21 Oct 2026, the plan’s start, assumed to be the day your money comes in, to 31 December 2030: both gross, before taxes and fees, and the same for every amount.
How the valuations are calculated: How Potentiacta is valued →
Targets, not forecasts.
For your ask: your own page and the pitch deck (PDF) generated for it, with the platform’s disclosure.
Send your ask to the Potentiacta team at lq@potentiacta.com: email it in one click, or copy it into your own email. The team replies with times for a call.