ETL Data Tool
Every company wants AI. Almost none of them can use it. The bottleneck isn't models — it's the data those models need to think with.
The Job
When a company wants to use AI for decisions, automation, or intelligence, help them get their data out of silos, validated, and structured so an AI can actually query it — without hiring a data engineering team or waiting six months.
| Trigger Event | Current Failure | Desired Progress |
|---|---|---|
| "We want to use AI" | Data scattered across 5-15 tools, no unified view | Any data source connected, cleaned, and queryable in hours |
| New data source added | Engineer writes a one-off script, no reuse | Configuration-driven connection, no custom code |
| Compliance audit | No lineage, no validation trail, no checksums | Full extraction-to-query audit trail |
| AI initiative stalls | 6+ months just to get data ready | Data AI-ready in days, not quarters |
| Integration budget review | $50K+ per source, bespoke every time | Reusable architecture, predictable cost per source |
The job: "Make our data usable for AI without rebuilding everything."
The hidden objection: "We've tried ETL tools before — they work for the demo, then break when our data gets weird." The answer is configuration-driven transforms that handle the weird, with validation that proves it worked.
How It Works
Five stages. Each one removes a category of risk.
| Stage | What Happens | Risk Eliminated |
|---|---|---|
| 1. Connect | Attach any source — files, APIs, databases, SaaS tools | "We can't get data out of X" |
| 2. Extract | Pull data with security validation, checksums, lineage | "We don't know where data came from" |
| 3. Transform | Map fields, clean values, infer types, measure quality | "The data is messy and inconsistent" |
| 4. Load | Write to validated schemas with transaction safety | "Something broke and we lost data" |
| 5. Query | Clean structured data, AI-ready, full provenance | "The AI can't use our data" |
This is the Mycelium data readiness primitive. Every mushroom cap venture that needs data — CRM, Prompt Deck, Data Interface — depends on this pipeline running cleanly underneath.
Feature / Function / Outcome
| # | Feature | Function | Outcome |
|---|---|---|---|
| 1 | Universal source connector | Connect files, APIs, databases, SaaS tools via configuration | No source is "unsupported" — connect anything |
| 2 | Security-first extraction | Validate paths, generate checksums, track lineage per record | Every byte has a provenance trail |
| 3 | Configuration-driven transforms | Map fields, clean data, infer types without writing code | Non-engineers can define data pipelines |
| 4 | Quality metrics engine | Score data quality per field and per source on every run | Bad data caught before it reaches AI |
| 5 | Type-safe loading | Validated schemas, transaction rollback, event emission | Load failures don't corrupt the database |
| 6 | Multi-source unification | Merge data from N sources into one queryable schema | One query, all your data |
| 7 | Lineage dashboard | Trace any record from query back to source extraction | Answer "where did this number come from?" in seconds |
| 8 | Incremental sync | Detect changes, extract only deltas, maintain consistency | Real-time freshness without full re-extraction |
| 9 | Schema evolution | Handle source schema changes without pipeline failure | Sources change — pipelines don't break |
| 10 | AI-optimized output | Structure data for LLM consumption, not just warehouse storage | Data ready for AI agents, not just analysts |
Competitive Position
vs Traditional ETL (Fivetran, Airbyte, Stitch)
| Dimension | Traditional ETL | This Platform |
|---|---|---|
| Connector model | Pre-built connectors per source | Universal connector — configure any source |
| Transform logic | Black box or SQL-only | Open, configuration-driven, inspectable |
| Pricing | Per-connector or per-row | Predictable tier pricing |
| Output target | Data warehouses (Snowflake, BigQuery) | AI-ready structured data (for LLMs + agents) |
| New source time | Wait for vendor to build connector | Configure and connect same day |
| Lineage | Limited or add-on | Native, every record |
vs Custom Development
| Dimension | Custom Scripts | This Platform |
|---|---|---|
| Reusability | One-off per source | Reusable architecture across all sources |
| Security | Ad-hoc validation | Security-first by design |
| Lineage | Manual or absent | Automatic, every extraction |
| Maintenance | Breaks when sources change | Schema evolution handles changes |
| Cost | $50K+ per integration | Platform subscription covers all sources |
| Knowledge risk | Lives in one engineer's head | Configuration lives in the system |
Case Studies
| Client Profile | Before | After | Time |
|---|---|---|---|
| Construction company | 47 CSV files, manual reconciliation, 3 weeks per data refresh | Clean unified database, automated pipeline | 2 hours (was 3 weeks) |
| SaaS startup | 12 API sources, no unified view, custom scripts per source | All sources unified, real-time sync, one query interface | Days (was months) |
| Real estate firm | Property data from 8 portals, manual copy-paste, stale listings | All portals connected, AI-ready property search | Hours (was ongoing manual work) |
Internal proof: 96% code reduction from manual ETL scripts to platform configuration. Validated with 31 integration tests across source types.
Business Model
Three tiers. Each one removes more friction.
| Tier | Price | What You Get | ICP |
|---|---|---|---|
| Self-Service | $2K-5K/month | Platform access, standard connectors, email support, community docs | Startups and small teams with technical capacity |
| Managed | $5K-15K/month | Custom connector configuration, dedicated support, SLA guarantees | Mid-market companies with complex source landscapes |
| Enterprise | $15K-50K/month | On-premise deployment, custom security policies, dedicated engineering team | Large orgs with compliance requirements and data sovereignty needs |
Revenue model: Subscription SaaS + professional services for complex onboarding.
Unit economics hypothesis: If avg customer is Managed tier at $8K/month = $96K ARR. At 80% gross margin, need 15 customers to hit $1M ARR.
Business Dev
Product and distribution must co-evolve. The platform only wins if data gets queried after loading.
| Layer | Decision | Current Hypothesis | Validation Signal |
|---|---|---|---|
| ICP | Who needs this urgently? | Companies 50-500 employees attempting AI adoption with data scattered across 5+ sources | 10 interviews where "data readiness" named as AI blocker unprompted |
| Offer | What do we sell first? | "AI-ready data in days, not months" — pilot with one high-value data source | Pilot completes end-to-end in under 1 week |
| Pricing | Does the model work? | Tier-based subscription, Managed tier most common | 3 paid pilots convert to monthly subscription |
| Channel | How do we reach them? | AI/data conference talks, content marketing on data readiness, partner referrals from AI consultancies | 10 qualified leads/month from content + events |
| Conversion | What proves value? | First query against loaded data returns in under 2 seconds | Time-to-first-query under 4 hours from contract signature |
| Retention | Why do they stay? | More sources connected = higher switching cost + compounding query value | Monthly active query count increasing quarter-over-quarter |
GTM Sequence
- Founder-led pilots: Solve one painful data integration for 3-5 companies. Document before/after.
- Case study packaging: Publish the construction, SaaS, and real estate stories with hard numbers.
- Channel partnerships: AI consultancies need clean data for their implementations — become their data prep layer.
- Content authority: Publish the "AI Data Readiness" assessment framework. Own the category name.
- Platform expansion: Each new source connector increases platform value for all customers.
Validation Stack
Following the validation stack:
| Test | Evidence | Status |
|---|---|---|
| Problem exists | 73% of AI projects fail due to data quality issues (Gartner). Every company we talk to names data as the blocker. | Validated — universal pain |
| People pay | 96% code reduction internally. Paying usage live. Three case studies with measurable ROI. | Validated — internal. Needs external paid pilots. |
| You can deliver | Platform shipping. 31 integration tests passing. Construction, SaaS, and real estate data processed. | Validated — production usage |
| Unit economics | $2K-50K/month tiers. 80% gross margin target at Managed tier. 15 customers to $1M ARR. | Unvalidated — need first 3 external paying customers |
Commissioning
| Component | Schema | API | UI | Tests | Status |
|---|---|---|---|---|---|
| Source connectors (file) | Done | Done | Done | Done | 90% |
| Source connectors (API) | Done | Done | Done | Done | 85% |
| Source connectors (database) | Done | Done | Done | Partial | 75% |
| Source connectors (SaaS) | Done | Done | Partial | Partial | 60% |
| Security validation | Done | Done | N/A | Done | 90% |
| Transform engine | Done | Done | Partial | Done | 85% |
| Quality metrics | Done | Done | Partial | Partial | 65% |
| Type-safe loading | Done | Done | N/A | Done | 90% |
| Lineage tracking | Done | Done | Partial | Partial | 60% |
| Query interface | Done | Done | Partial | Partial | 70% |
| Incremental sync | Partial | Partial | Pending | Pending | 30% |
| Schema evolution | Partial | Partial | Pending | Pending | 25% |
| Admin dashboard | Pending | Pending | Pending | Pending | 0% |
Status: SHIPPING — live with internal paying usage. Core extraction-to-load pipeline is production-grade. Query interface and admin layer need build-out for external customers.
Risks + Kill Signal
| Risk | Mitigation |
|---|---|
| Commoditization — Fivetran/Airbyte add AI output formats | Move faster on AI-native output. Their architecture optimizes for warehouses; ours optimizes for LLMs. Different design center. |
| "Works for demo, breaks at scale" | 31 integration tests. Schema evolution support. Build trust through pilot transparency, not marketing claims. |
| Customer onboarding too complex | Self-service tier with standard connectors. Managed tier absorbs complexity. Productize onboarding playbook from each pilot. |
| Data governance and compliance gaps | Security-first extraction is the differentiator. Lineage tracking is native, not bolted on. SOC2 path must start before enterprise tier. |
| Building connectors becomes the job | Configuration-driven architecture means new sources are config, not code. If new sources require engineering sprints, the architecture failed. |
Kill signal: If data loads but nobody queries it, the tool is a fancy file mover, not an AI readiness platform. North star: Query Latency < 2s. The metric that matters isn't data loaded — it's data used. Track query volume per customer per week. If it trends to zero after onboarding, the value proposition is extraction theater, not AI readiness.
Shape Up
| Stage | Status | Output |
|---|---|---|
| Napkin | Done | Universal ETL with AI-optimized output, security-first, configuration-driven |
| Mock-up | Done | Working platform with file, API, and database connectors |
| Market | In progress | This PRD + 3 case studies + internal usage proof |
| Build | Shipping | Core pipeline production-grade. Query interface and admin in progress. |
| Demand | In progress | Internal usage validated. Need 3 external paid pilots. |
Appetite: 6-week cycle. Next cycle: admin dashboard for customer self-service, query interface polish, first external pilot onboarding.
Mushroom Cap Dependencies
This is the data layer everything else stands on.
| Venture | Depends On ETL For | Status |
|---|---|---|
| Stackmates | Customer data unification, CRM data pipeline | Active dependency |
| Dreamineering | Content pipeline data, mental model indexing | Planned |
| HowzUs | Property data from multiple listing portals | Planned |
| BerleyTrails | Trail data aggregation from multiple sources | Planned |
| PrettyMint | Product catalog and inventory unification | Planned |
When the ETL capability works, every venture gets clean data without building its own pipeline. When it doesn't, every venture reinvents extraction. This is the highest-leverage Mycelium primitive.
Next Steps
1. Ship admin dashboard — external customers need self-service visibility
2. Polish query interface — the moment of truth for "AI-ready" claim
3. Onboard first external pilot — construction company with CSV pain (warmest lead)
4. Document onboarding playbook — productize what works, kill what doesn't
5. SOC2 preparation — enterprise tier requires it, start early
Smallest move: One external company loads their messiest data source and runs a query against it within 4 hours. That's the proof.
Context
- Jobs To Be Done — Demand-side thinking: what progress, not what features
- Validate Demand — Awareness levels and kill signals
- Shape Up — Fixed time, variable scope
- AI Data Industry — Market context and competitive landscape
- Flow Engineering — Maps that produce code artifacts
- Type-First Development — Schema-driven build approach
- Vertical SaaS — The vertical playbook this capability enables
- Horizontal SaaS Toolkit — Shared surfaces ETL feeds into
- Phygital Mycelium — The capability network this PRD belongs to
- Mushroom Caps — The ventures that consume this data primitive
- Data Interface — The access layer that sits on top of ETL output
- Business Flow — Idea → Strategy → Operations → Growth