01 · THE TENSION

Four hours.

Every day.

Reconciled by hand. In spreadsheets. While the AMSTAT API you've already paid for sits dormant and your Aircraft Post data ships to clients as screenshots.

02 · WHAT IT COSTS

$35K

Per year, on the floor.Brooke's manual reconciliation at fully-loaded cost, before we count a single missed deal.

4–9%

Error rate on client deliverables.Standard for high-volume manual reconciliation. Unacceptable for the buyer you serve.

15,000

Aircraft. 40 markets. ~50 fields each.Tracked across two services, one researcher, zero source of truth.

03 · THE FRAME

Build it like an aircraft.

System 1 is the fuselage. The structural core that carries everything else: database, ingestion, reconciliation, audit, security. Built in four weeks. Live by end of June.

The Continuous Evolution Retainer is the rest of the aircraft. One major capability shipped every quarter, for 18 months, at a flat monthly fee. The whole plane built and operating by Month 30. Total cost ceiling: $92,705. Locked at signing.

And at Month 18, you decide what comes next. Three real paths. Never auto-renewed. Always your call.

04 · PHASE 1 · SYSTEM 1, IN CONCRETE

What we ship in four weeks.

DATA · SYNC

AMSTAT API, finally activated.

Automated daily sync across all 40 markets and ~15,000 aircraft. Incremental-sync architecture sits well inside the 25 req/min rate limit with headroom to spare.

DATA · SYNC

Aircraft Post API, fully integrated.

Both feeds sync automatically, overnight. Brooke wakes up to a current, reconciled database. Zero manual intake. Zero drag-and-drop.

CORE

One unified database.

AMSTAT + Aircraft Post + VanAllen internal research. Full historical retention from day one.

LOGIC

Reconciliation, your rules.

Half-day workshop with you and Brooke in Week 1 encodes the rules that govern how disagreements resolve. Up to 30 rules included.

ACCESS

M365 single sign-on.

Web interface. Any authorized team member. Search, view, resolve, override, annotate.

REPORTING · TIER 1

5 activity dashboards (live).

Today's Activity. This Week's Activity. Market Pulse across all 40 markets. Reconciliation Queue. Saved Searches and Pinned Aircraft. The team has answers to "what moved overnight, where, by how much" from the morning of go-live.

REPORTING · TIER 1

5 prebuilt basic templates.

Aircraft Detail Report. Market Snapshot. All-Markets Inventory Summary. Watchlist Report. Reconciliation Status Report. Configurable parameters. PDF + CSV export. Current-state reports straight from the database.

TRUST

Single-tenant. Encrypted. Audit-logged. SOC 2 underneath. NDA before any credentials move.

Your data lives in a Supabase instance scoped to VanAllen alone. AES-256 at rest, TLS 1.3 in transit. Every read of contact records and every write to any record is logged with user, timestamp, and change detail. Logs retained 7 years. All source code and schema are VanAllen IP from day one, delivered to a VanAllen-owned GitHub repo, portable to your accounts on request, including at termination.

05 · THE DAILY DELTA

What a Tuesday looks like.

TODAY

~4 hours,
by hand.

30–90 min × 3–4 cycles of reconciliation
AMSTAT screen-by-screen, Aircraft Post Excel-by-Excel
Field-by-field comparison in spreadsheets
Screenshots for client-facing decks
Institutional knowledge stranded in Teams threads
4–9% error rate slipping through to deliverables

WITH ARM · SYSTEM 1

Zero minutes.
Fully automated.

Both APIs sync overnight, current by sunrise
Disagreements surface visibly with source attribution
Any team member: full aircraft view in seconds
Activity dashboards + 5 basic report templates from day one
Brooke's role evolves to QA + override-rule owner
Audit trail on every read and write, retained 7 years

06 · PHASE 2 · THE CONTINUOUS EVOLUTION RETAINER

After System 1 lands, predictability takes over.

$3,800/mo

Flat. Predictable. One known number.

01 · CADENCE

One major capability per quarter.

Six quarters. 18 months. Capability calendar locked at signing. Every 90 days, something new ships.

02 · OPS LAYER

10 hours/month of fractional data ops.

Between drops: platform adoption support, data integrity reviews, workflow alignment, and a mandatory quarterly strategic working session.

03 · CEILING

$92,705 total. Locked at signing.

System 1 Year 1 plus the 18-month retainer. No surprise builds. No bolt-on negotiations. No "$24K turning into $100K."

07 · THE CAPABILITY CALENDAR

The 18-month buildout, locked at signing.

Sequenced to build internal advantage first, then put the polished view in front of clients last. Q1 (alerts + Teams) gives every advisor the 3 AM listing edge from day one. Q5 (client portals) lands after the data and workflows are mature.

Q1

MONTHS 13–15

Custom Alerts + Microsoft Teams

3 AM listing alerts to advisors. Teams bot for queries from anywhere. Unifies legacy VanAllen and legacy Essex advisor culture on one platform from day one.

POST-ESSEX UNIFIER

Q2

MONTHS 16–18

AI-Generated Market Summaries

On-demand, publishable summaries built from reconciled data. Replaces the manual market overview workflow. Frees the team from the screenshot deck.

Q3

MONTHS 19–21

Trend Tracking + 5 Advanced Reports

Pricing, inventory, sale velocity, days-on-market over time. 5 prebuilt advanced templates: Market Overview, Pricing Trends, Sale Velocity, Comparative Markets, Client-Facing Custom.

10 TEMPLATES TOTAL

Q4

MONTHS 22–24

Natural-Language Query

"Show me Challenger 300s in the US, 9+ seats, under 5,000 hours, sorted by ask." Plain-English queries across the platform.

Q5

MONTHS 25–27

Client-Facing Live Portals

Replaces screenshot decks. Branded, real-time, per-client. Up to 5 portals at standard tier. The visible moat, built on mature data and workflows.

THE VISIBLE MOAT

Q6

MONTHS 28–30

Flex / New Ideas

A VanAllen-prioritized capability that emerged during the buildout, OR hardening and deeper integration if no new priority surfaces. Scope locked in Q5 review.

YOUR FLEX SLOT

08 · THE LONG HORIZON

The committed six is the starter set, not the ceiling.

ARM is built to support 30+ additional capabilities beyond the committed buildout. The Capability Catalog organizes them into five categories. After Month 18, VanAllen chooses what comes next from this universe. The selection below is a curated view. Full catalog available on request.

CATEGORY 1

Intelligence & Analysis

Predictive Deal-Likelihood Scoring. ML model scoring every listing by close probability and projected price band.
Comparable Sales Engine. On-demand sale-price normalization across similar aircraft.
Anomaly Detection. Flag unusual price moves and off-market activity before they hit.
Win/Loss Tracking. Capture the why behind every mandate. A feedback loop that compounds.

CATEGORY 2

Workflow & Process

Buyer Mandate Management. Each client's criteria tracked; auto-match against new listings instantly.
Pipeline Management. Deal stages from first conversation to close, linked to aircraft.
LOI / Offer Tracking. Draft, version, send, track every Letter of Intent.
Contract Milestone Tracking. From LOI through inspection, escrow, delivery.

CATEGORY 3

Client Experience

Premium Client Portals. Per-client white-label branding, custom domains, deep engagement analytics.
Buyer Journey Automation. Personalized email sequences tied to client criteria.
Family Office Dashboards. Portfolio-level views for clients managing multiple aircraft.
Public Listings Showcase. White-label "Available Aircraft" on vanallen.com, fed by ARM, always current.

CATEGORY 4

Integrations & External Data

JSSI Maintenance Program Data. Bring maintenance and engine program data per tail number.
JetNet Integration. Third major data source layered on AMSTAT and Aircraft Post.
Email & Document Intelligence. Drop a PDF or email; AI extracts and links to records.
Voice Notes from the Field. Advisor on the ramp transcribes and links to aircraft records.

CATEGORY 5

Operations & Knowledge

Aircraft History Timeline. Visual timeline per tail number: ownership, status moves, price moves, maintenance events.
Searchable Knowledge Base. Every advisor's notes, every client's preferences, every market quirk Brooke knows, all queryable.
Brooke's Research Assistant Mode. AI partner inside the research workflow itself.
Advisor Performance Dashboards + Sales Coaching. Who's working what, who's closing, where to coach.

What this means. ARM doesn't run out at Month 30. The committed buildout is a starter set. The catalog is the long horizon. At Month 18, VanAllen chooses whether to extend with Path C ($3,800/mo) and which capabilities come next. Nothing here is pre-priced or pre-committed. Pricing happens at scoping, locked at each Quarterly Strategic Review.

09 · THE MATH

TOTAL CEILING, LOCKED AT SIGNING

$92,705

From signature to fully-built ARM at Month 30. No surprise builds. No optional upcharges. No "$24K turned into $100K."

PHASE 1 · YEAR 1

System 1, Build + 12 Months

Initial (split 50/50 over 2 milestones)$9,617

Monthly platform fee × 12$14,688

Phase 1 total$24,305

PHASE 2 · 18 MONTHS

Continuous Evolution Retainer

$3,800/month × 18 months$68,400

Initial paymentNone

Phase 2 total$68,400

What time savings alone return

Year 1 hours recovered~1,000 hrs

30-month hours recovered~2,500 hrs

At fully-loaded $35/hr~$87,500

Time savings alone roughly equals the entire $92,705 investment across 30 months. That's the floor. Deal velocity, error elimination, AMSTAT API activation, and client-experience advantage are where the actual ROI lives.

10 · THE MONTH 18 DECISION

At Month 18, you choose what comes next.

Never auto-renewed at the buildout rate. The Month 18 conversation is mandatory. The default if you do nothing is Path A, the lowest fee and the most conservative path. You are always free to step down. Never automatically stepped up.

PATH A · SLA

Steady-state.

$1,800/mo

PLATFORM STAYS LIVE

Hosting, schema-drift monitoring, security patching, defined-SLA break/fix support. Quarterly health report. Builds and new capability are off. The conservative path.

PATH B · OPTIMIZE

Tune what's running.

$2,800/mo

PLATFORM COMPOUNDS

Everything in Path A. Plus ongoing platform optimization, monthly data analysis, small enhancements under 8 hours, continued quarterly Jeff review. The compounding path. Recommended default for an actively-growing firm.

PATH C · RESUME

Keep building.

$3,800/mo

NEW CAPABILITIES CONTINUE

Same retainer model extends for another 4–6 quarters. Capability calendar locked at Month 18 in joint scoping with you. The growth path if a new business priority needs more platform capability.

11 · WHY LOCAL NERDS

A developer builds what you spec.

VanAllen needs something else.

25years

Operator turned systems architect.Sold a marketing firm. Served as fractional CMO across 8 operating companies in a PE portfolio. I've sat in your seat.

1principal

Direct involvement, end to end.I architect, I'm hands-on through delivery. You are not handed to a junior team after the sale.

3layers

Stack discipline.Cloudflare, Postgres/Supabase, Anthropic Claude. Standardized, secure, well-documented. Built for the buyer you serve.

12 · THE PATH

From signature to System 1 live, in under six weeks.

Then Phase 2 begins. One capability shipped every 90 days, on the dot. You see velocity. You see ROI. You see exactly where this is going.

STEP 1

Accept & sign NDA

Mutual NDA draft in your inbox within 24 hours of acceptance.

WITHIN 10 BUS. DAYS

Kickoff call

~1 hour. Scope confirmed. Reconciliation-rules workshop scheduled.

WEEK OF JUNE 1

Build window opens

Half-day rules workshop with you and Brooke in Week 1. Build runs four weeks.

END OF JUNE

System 1 live

All 15,000 aircraft synced daily. Brooke's reconciliation workflow eliminated.

JULY 2027

Retainer Q1 begins

Alerts + Teams build kicks off. First major capability ships by end of September.

13 · THE ASK

Sign. Kick off.
Live by end of June.

If the framing lands, reply and I'll send the mutual NDA and a kickoff scheduling link within 24 hours. If anything needs adjusting (scope, sequencing, structure, success criteria), let's get on a 30-minute call this week and align before we move further. The proposal serves the project, not the other way around.

Accept & Start → Book a 30-min call

Proposal valid through June 18, 2026. System 1 kickoff lands the week of June 1. System 1 goes live by end of June. Continuous Evolution Retainer begins month 13 with Q1 (Alerts + Teams) shipping by end of September 2027. Month 18 decision conference: October 2028. Either way, thank you for the opportunity. This is the work I built Local Nerds to do, and VanAllen is exactly the kind of firm I want as a long-term partner.

ARM