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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 EventCurrent FailureDesired Progress
"We want to use AI"Data scattered across 5-15 tools, no unified viewAny data source connected, cleaned, and queryable in hours
New data source addedEngineer writes a one-off script, no reuseConfiguration-driven connection, no custom code
Compliance auditNo lineage, no validation trail, no checksumsFull extraction-to-query audit trail
AI initiative stalls6+ months just to get data readyData AI-ready in days, not quarters
Integration budget review$50K+ per source, bespoke every timeReusable 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.

StageWhat HappensRisk Eliminated
1. ConnectAttach any source — files, APIs, databases, SaaS tools"We can't get data out of X"
2. ExtractPull data with security validation, checksums, lineage"We don't know where data came from"
3. TransformMap fields, clean values, infer types, measure quality"The data is messy and inconsistent"
4. LoadWrite to validated schemas with transaction safety"Something broke and we lost data"
5. QueryClean 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

#FeatureFunctionOutcome
1Universal source connectorConnect files, APIs, databases, SaaS tools via configurationNo source is "unsupported" — connect anything
2Security-first extractionValidate paths, generate checksums, track lineage per recordEvery byte has a provenance trail
3Configuration-driven transformsMap fields, clean data, infer types without writing codeNon-engineers can define data pipelines
4Quality metrics engineScore data quality per field and per source on every runBad data caught before it reaches AI
5Type-safe loadingValidated schemas, transaction rollback, event emissionLoad failures don't corrupt the database
6Multi-source unificationMerge data from N sources into one queryable schemaOne query, all your data
7Lineage dashboardTrace any record from query back to source extractionAnswer "where did this number come from?" in seconds
8Incremental syncDetect changes, extract only deltas, maintain consistencyReal-time freshness without full re-extraction
9Schema evolutionHandle source schema changes without pipeline failureSources change — pipelines don't break
10AI-optimized outputStructure data for LLM consumption, not just warehouse storageData ready for AI agents, not just analysts

Competitive Position

vs Traditional ETL (Fivetran, Airbyte, Stitch)

DimensionTraditional ETLThis Platform
Connector modelPre-built connectors per sourceUniversal connector — configure any source
Transform logicBlack box or SQL-onlyOpen, configuration-driven, inspectable
PricingPer-connector or per-rowPredictable tier pricing
Output targetData warehouses (Snowflake, BigQuery)AI-ready structured data (for LLMs + agents)
New source timeWait for vendor to build connectorConfigure and connect same day
LineageLimited or add-onNative, every record

vs Custom Development

DimensionCustom ScriptsThis Platform
ReusabilityOne-off per sourceReusable architecture across all sources
SecurityAd-hoc validationSecurity-first by design
LineageManual or absentAutomatic, every extraction
MaintenanceBreaks when sources changeSchema evolution handles changes
Cost$50K+ per integrationPlatform subscription covers all sources
Knowledge riskLives in one engineer's headConfiguration lives in the system

Case Studies

Client ProfileBeforeAfterTime
Construction company47 CSV files, manual reconciliation, 3 weeks per data refreshClean unified database, automated pipeline2 hours (was 3 weeks)
SaaS startup12 API sources, no unified view, custom scripts per sourceAll sources unified, real-time sync, one query interfaceDays (was months)
Real estate firmProperty data from 8 portals, manual copy-paste, stale listingsAll portals connected, AI-ready property searchHours (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.

TierPriceWhat You GetICP
Self-Service$2K-5K/monthPlatform access, standard connectors, email support, community docsStartups and small teams with technical capacity
Managed$5K-15K/monthCustom connector configuration, dedicated support, SLA guaranteesMid-market companies with complex source landscapes
Enterprise$15K-50K/monthOn-premise deployment, custom security policies, dedicated engineering teamLarge 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.

LayerDecisionCurrent HypothesisValidation Signal
ICPWho needs this urgently?Companies 50-500 employees attempting AI adoption with data scattered across 5+ sources10 interviews where "data readiness" named as AI blocker unprompted
OfferWhat do we sell first?"AI-ready data in days, not months" — pilot with one high-value data sourcePilot completes end-to-end in under 1 week
PricingDoes the model work?Tier-based subscription, Managed tier most common3 paid pilots convert to monthly subscription
ChannelHow do we reach them?AI/data conference talks, content marketing on data readiness, partner referrals from AI consultancies10 qualified leads/month from content + events
ConversionWhat proves value?First query against loaded data returns in under 2 secondsTime-to-first-query under 4 hours from contract signature
RetentionWhy do they stay?More sources connected = higher switching cost + compounding query valueMonthly active query count increasing quarter-over-quarter

GTM Sequence

  1. Founder-led pilots: Solve one painful data integration for 3-5 companies. Document before/after.
  2. Case study packaging: Publish the construction, SaaS, and real estate stories with hard numbers.
  3. Channel partnerships: AI consultancies need clean data for their implementations — become their data prep layer.
  4. Content authority: Publish the "AI Data Readiness" assessment framework. Own the category name.
  5. Platform expansion: Each new source connector increases platform value for all customers.

Validation Stack

Following the validation stack:

TestEvidenceStatus
Problem exists73% of AI projects fail due to data quality issues (Gartner). Every company we talk to names data as the blocker.Validated — universal pain
People pay96% code reduction internally. Paying usage live. Three case studies with measurable ROI.Validated — internal. Needs external paid pilots.
You can deliverPlatform 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

ComponentSchemaAPIUITestsStatus
Source connectors (file)DoneDoneDoneDone90%
Source connectors (API)DoneDoneDoneDone85%
Source connectors (database)DoneDoneDonePartial75%
Source connectors (SaaS)DoneDonePartialPartial60%
Security validationDoneDoneN/ADone90%
Transform engineDoneDonePartialDone85%
Quality metricsDoneDonePartialPartial65%
Type-safe loadingDoneDoneN/ADone90%
Lineage trackingDoneDonePartialPartial60%
Query interfaceDoneDonePartialPartial70%
Incremental syncPartialPartialPendingPending30%
Schema evolutionPartialPartialPendingPending25%
Admin dashboardPendingPendingPendingPending0%

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

RiskMitigation
Commoditization — Fivetran/Airbyte add AI output formatsMove 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 complexSelf-service tier with standard connectors. Managed tier absorbs complexity. Productize onboarding playbook from each pilot.
Data governance and compliance gapsSecurity-first extraction is the differentiator. Lineage tracking is native, not bolted on. SOC2 path must start before enterprise tier.
Building connectors becomes the jobConfiguration-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

StageStatusOutput
NapkinDoneUniversal ETL with AI-optimized output, security-first, configuration-driven
Mock-upDoneWorking platform with file, API, and database connectors
MarketIn progressThis PRD + 3 case studies + internal usage proof
BuildShippingCore pipeline production-grade. Query interface and admin in progress.
DemandIn progressInternal 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.

VentureDepends On ETL ForStatus
StackmatesCustomer data unification, CRM data pipelineActive dependency
DreamineeringContent pipeline data, mental model indexingPlanned
HowzUsProperty data from multiple listing portalsPlanned
BerleyTrailsTrail data aggregation from multiple sourcesPlanned
PrettyMintProduct catalog and inventory unificationPlanned

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