Trancoso Resolve
Investor thesis · to be validated

Trancoso Resolve · Jul/2026

Local trust as service infrastructure.

A curated marketplace to turn discovery, reputation and conversion into a repeatable model in Trancoso, Bahia.

Capital and network to prove density, trust and recurrence before expanding.

· Thesis under validation· No promise of return· Data classified by evidence

Problem · to be validated

The problem isn't finding names. It's trusting and closing.

Demand is born in fragmented channels; serious supply cannot differentiate itself.

For those who need help

Scattered referrals, uncertain availability, little quality evidence and repeated quote requests.

For those who provide the service

Unpredictable demand, reputation stuck in word of mouth, low recurrence and little funnel control.

The trust asymmetry increases time, risk and cost on both sides.

Visualização · conceitual

Do caos à conexão organizada

Como o mercado funciona hoje — e o que a Trancoso Resolve organiza.

Mercado fragmentado

Clientes e prestadores sem canal de confiança entre eles.

Difícil encontrar

Sem verificação, avaliações nem histórico — só indicação boca a boca.

Trancoso Resolve

Plataforma central: curadoria, verificação, conexão e recorrência.

Visualização conceitual mostrando a transição de um mercado de serviços fragmentado (clientes e prestadores sem canal de confiança) para uma plataforma centralizada (Trancoso Resolve) que organiza, verifica e conecta ambos os lados.

Ecossistema

Quem a plataforma conecta

Cada segmento gera e recebe valor. Explore os nós para entender a conexão.

Ecossistema da Trancoso Resolve composto por: Clientes — Proprietários de villas, pousadas e moradores locais que precisam de serviços verificados e rápidos.; Prestadores — Eletricistas, diaristas, piscineiros, chefs e mais de 20 categorias de profissionais verificados.; Turismo — Turistas e noivos que chegam em alta temporada e precisam de suporte local imediato.; Eventos — Casamentos, eventos corporativos e festas que demandam múltiplos serviços coordenados.; Empresas — Pousadas, imobiliárias e negócios locais que terceirizam serviços recorrentes de manutenção.; Parceiros — Associações, Sebrae e prefeitura — ecossistema de apoio ao desenvolvimento local..

Jornada · produto

Como funciona na prática

Da necessidade ao serviço realizado — 6 etapas do lado do cliente.

Identificar a necessidade

Proprietário percebe que precisa de um serviço — diarista, eletricista ou piscineiro — e não tem um profissional de confiança.

Dor real, recorrente e sem solução organizada no mercado local.

  1. Identificar a necessidade: Proprietário percebe que precisa de um serviço — diarista, eletricista ou piscineiro — e não tem um profissional de confiança. Dor real, recorrente e sem solução organizada no mercado local.
  2. Buscar o profissional: Acessa a Trancoso Resolve, filtra por categoria, destino e disponibilidade. Plataforma centraliza oferta verificada — sem depender de grupos de WhatsApp.
  3. Avaliar e escolher: Vê perfil, avaliações, histórico e certificação do prestador antes de decidir. Confiança antes do contato — reduz friccção e abandono.
  4. Solicitar o serviço: Envia a solicitação diretamente pela plataforma. Prestador recebe em tempo real. Velocidade de resposta e rastreabilidade do pedido.
  5. Receber e avaliar: Serviço realizado. Cliente avalia o prestador — alimentando o ciclo de qualidade. Reputação cresce com uso. Rede melhora progressivamente.
  6. Recorrência e confiança: Cliente volta para o mesmo prestador. Prestador consolida sua agenda pela plataforma. Receita recorrente para ambos os lados — base do modelo de negócio.

External source · regional context

The region generates demand. The economic signal still needs to become local traction.

External source

250K

estimated visitors to Porto Seguro during Carnival 2026

Porto Seguro City Hall

R$650M

estimated economic impact in the same period

Porto Seguro City Hall

1,900

business meetings at Show Tour 2025

SETUR Bahia

Regional context is not Trancoso Resolve's traction. The opportunity still needs to be validated in specific categories and micro-territories.

Core product · thesis

A product simple on the surface, disciplined underneath.

A curated marketplace of local services, with verified profiles, reputation and a guided request flow.

01

Discovery

Category, location and the context of the need organize the search.

02

Trust

Verification, evidence and useful reviews reduce uncertainty.

03

Conversion

A guided request structures brief, contact, response and follow-up.

Payments and commission only turn on after security, support and operational-control gates are met.

The journey turns a loose search into an actionable request.

01

Discover

The user chooses category, place and urgency.

02

Compare

Profiles, evidence and reputation reduce uncertainty.

03

Request

The guided brief organizes the need and the contact.

04

Review

Response, completion and feedback feed the trust cycle.

Market model · thesis

The payer and the user have different value propositions.

Paying customer · B2B

Serious local provider

Subscribes to gain qualified visibility, digital reputation and access to high-intent demand.

Wants: predictable demand + digital credibility.

User · B2C

Resident, property owner, host and visitor

Searches, compares and requests help without paying at first.

Wants: to resolve with less noise, risk and trial and error.

External sources + analysis

Strong competitors validate the need — and leave a local gap.

Recognized alternatives, and the space the local thesis still has to prove.

GetNinjas

+ Scale, categories and national demand

→ Micro-territory curation is not its core proposition.

Triider

+ Process, assistance and warranty in maintenance

→ Coverage and vertical differ from the Trancoso destination.

Local concierges

+ Relationship, context and premium service

→ Limited capacity and less searchable supply.

Google · Instagram · WhatsApp

+ Habit, reach and direct communication

→ Little standardization of verification, history and conversion.

Positioning · thesis

The benefit isn't 'one more catalog'. It's reducing local uncertainty.

Broad marketplaceNational breadthDensity and local context
Maintenance platformProcess and warrantyDestination curation + guided request
ConciergeArtisanal serviceSearchable supply + accumulated reputation
Open channelsImmediate reachStructured profiles + verifiable history

Moat hypothesis

The barrier isn't born ready. It's built through execution.

1

Local density

Supply and demand concentrated in categories and micro-territories where responsiveness matters.

2

Data quality

Verification, response, resolution and reviews generate useful, comparable signals.

3

Recurrence and distribution

Partnerships and repeat use turn trust into local habit.

Expected moat — not proven: curated network + quality data + recurrence + trust.

Pricing hypotheses

Recurring revenue first; transaction fees once the operation earns them.

Hypothesis

Founder

R$19.90/mo

Launch hypothesis. Benefit and duration depend on legal and commercial approval.

Hypothesis

Professional

R$59/mo

Target-price hypothesis for a full profile, visibility and conversion tools.

Future hypothesis

Transactional

8–12%of GTV

Future hypothesis, only in categories with controllable request, confirmation and support.

All prices are hypotheses. They do not represent current revenue, contracts or traction.

Mathematical scenario · illustrative

The financial thesis starts with a sensitivity — not a promise.

500

providers in the scenario

R$59

monthly price

R$29.5K

illustrative MRR

R$354K

ARR run-rate

Sensitivity by density of paying providers

Cenário ilustrativo

Hipótese · fórmula: prestadores × preço do plano · não é forecast aprovado

Ver dados em formato de tabela
PrestadoresFundador (MRR)Profissional (MRR)Total
100R$ 1.990R$ 5.900R$ 7.890
250R$ 4.975R$ 14.750R$ 19.725
500R$ 9.950R$ 29.500R$ 39.450
1000R$ 19.900R$ 59.000R$ 78.900

Fonte: Modelo financeiro interno · Trancoso Resolve 2026

Formula: paying providers × monthly price. Editable values in the chart and in the calculator below.

Scenario exclusions

CommissionMediaUpsellTaxesDelinquencyDiscountsChurnOperating costsRefunds

Financial calculator · editable

Simulate your own revenue scenario

Adjust paying providers and plan prices. Results recalculate live — this is not a forecast or an approved target.

0
500

Total paying providers

500

Illustrative MRR

R$ 29.500

Illustrative ARR run-rate

R$ 354.000

A simulation tool, not a forecast. Excludes commission, media, upsell, taxes, delinquency, discounts, churn, operating costs, refunds and OPEX.

Plan · hypothesis

18 months to prove liquidity — only then replicate.

Expansion gate: active supply + response time + conversion + retention within agreed targets.

Detailed roadmap by window

WindowProduct & techSupply & qualityDemand & GTMFinance & governanceGate
0–3 moClose access, data, payments and observability gates; instrument events.Define criteria; recruit and verify first cohort.Map partners and needs; prepare a controlled pilot.Unify prices/plans; budget, LGPD and policies.Readiness + minimum useful supply.
4–6 moImprove guided request, response and review.Monitor SLA, availability and quality.Activate demand in a micro-territory; test messaging and channels.Start pilot billing and reconciliation.Measurable response and conversion.
7–9 moReduce friction and raise data reliability.Expand only within categories with liquidity.Recurring partnerships and reactivation.Pricing cohorts, initial churn and costs.Repeatable liquidity + retention signal.
10–12 moAutomate mature controls without removing critical curation.Standardize onboarding and quality playbook.Scale proven channels, not empty reach.Initial unit economics and runway.Proven recurring revenue.
13–18 moPrepare replication and reporting for the data room.Test a new cell only if gates are met.Replicate the playbook with entry and exit criteria.Metrics audit and fundraising thesis.Provable replicability.

Launch recommendation

Launch by density: one category, one micro-territory, one cycle.

1

Stabilize

Close critical data, access, payments, observability and support gates.

2

Curate 100

Select the first providers by priority categories and real availability.

3

Activate demand

Partnerships with hosts, properties, local commerce and media; guided request as the CTA.

4

Measure and repeat

Response time, request→contact, hiring, retention and satisfaction before expanding.

Go-to-market · recommendation

Recommended channels to activate high-intent demand.

ChannelRoleMinimum testMetricNote
Partnerships with properties and hostsCapture high-intent need.Trackable pilot per partner.Valid requests and resolution.Recommendation; partners not yet defined.
Local search and useful contentCapture explicit intent.Pages per need and location.Search → request conversion.No invented traffic volume.
Contextual physical distributionActivate at the moment of need.Trackable QR/link at approved spots.Requests and quality.Requires authorization and governance.
Structured referralTurn existing trust into data.Code/source per referral.Activation and recurrence.No payout without a clear rule.

KPI framework

Metrics to instrument and validate over the 18 months.

No proven results in the attachments — "target" stays "to be measured/defined" until the pilot baseline exists.

500 prestadores

Meta de prestadores pagantes

Cenário de referência do modelo

Hipótese

R$ 29.5 mil

MRR ilustrativo

Cenário base · 500 prestadores pagantes

Cenário ilustrativo

R$ 354 mil

ARR run-rate ilustrativo

Cenário base anualizado

Cenário ilustrativo
0–3 months
KPIDefinitionFrequencyStatus
Active verified providersApproved profiles with recent availabilityWeeklyTo be measured
Coverage by categoryCategories with minimum useful supply per micro-territoryWeeklyTo be defined
Response timeMedian time between request and first valid responseWeeklyTo be instrumented
4–9 months
KPIDefinitionFrequencyStatus
Request → response rateRequests with at least one valid response ÷ requestsWeeklyTo be instrumented
Response → hire rateConfirmed hires ÷ responded requestsMonthlyTo be measured
Subscription conversionPaying providers ÷ eligible providersMonthlyTo be measured
Provider churnCancellations ÷ initial paying baseMonthlyTo be measured
10–18 months
KPIDefinitionFrequencyStatus
B2C recurrenceUsers creating a new request within a defined windowMonthlyTo be defined
Proven MRRRecurring revenue billed, net of refundsMonthlyNo data
Liquidity per micro-territoryRequests fulfilled with quality and minimum SLAMonthlyTo be defined

Recommendation · to be approved

The round should fund proof of liquidity — not premature expansion.

Recommended distribution for planning purposes. Adjust once the round, budget, team and runway are defined.

ℹ️ O valor total da rodada ainda está em definição. Os percentuais abaixo representam a distribuição relativa planejada.

Distribuição do capital por categoria

Hipótese

Distribuição relativa planejada · valor total da rodada a definir

Ver dados em formato de tabela
CategoriaPercentualFinalidade
Product + security35%Data, access, payments, observability and core experience.
Local liquidity35%Curation, provider activation, B2C acquisition and partnerships.
Operations + runway30%Support, quality, legal/compliance and operating reserve.

Fonte: Plano interno Trancoso Resolve 2026

Product + security

35%

Data, access, payments, observability and core experience.

Local liquidity

35%

Curation, provider activation, B2C acquisition and partnerships.

Operations + runway

30%

Support, quality, legal/compliance and operating reserve.

Next step · validate before raising

The thesis is simple

Local trust can become scalable infrastructure.

The next step isn't to claim scale — it's to prove density, conversion and recurrence in Trancoso with verifiable metrics.

"Trancoso Resolve is built on a simple thesis: in high-intent destinations, the bottleneck is not finding names; it is trusting and closing."

Conditional structure

Capital buys milestones; returns depend on data that does not exist yet.

0–3

months · launch gates

4–9

months · density and conversion

10–18

months · recurrence and replication

N/A

financial return timeline

This is not a payback promise. Without a round, valuation, costs, margin, CAC, churn and distribution policy, there is no responsible calculation.

Once the data exists

Operational payback = first month with accumulated cash ≥ 0. Investor return depends on equity stake, dividends and/or a liquidity event.

Missing dataRound sizeMissing dataPre-money valuationMissing dataExit valuationMissing dataExit horizonMissing dataMonthly OPEXMissing dataCAC per providerMissing dataMonthly churnMissing dataGross margin

Risk · audit attached

The main risk isn't isolated technology — it's launching without trust.

Product and security

Critical

Gate: data protection, access controls, payments and observability.

Open

Local liquidity

High

Gate: active supply, fast response and conversion in priority categories.

To validate

Economics and compliance

Critical

Gate: validated pricing, CAC, retention, LGPD and offering/corporate structure design.

Open

Technical audit: launch blocked until critical fixes. Capital priority: readiness.

Frequently asked questions

Hard questions, direct answers

An extract from the Q&A script used in investor meetings.

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Important notice

This material presents an investor thesis. Prices, revenue scenarios and projections are hypotheses or illustrative scenarios, not proven traction, a forecast, or a promise of return. See the package LEIA-ME and the data room for the full evidence classification.

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