4 years building enterprise Windows infrastructure for education. Nobody else did. Now nobody else can. We built the full stack — Windows delivery, browser and AI governance, student data — and deployed it inside the most complex procurement environment in America. That foundation is what makes itopia the only platform built to secure, measure and control AI in schools.
James walks through the foundation, the six initiatives, and why this is the moment to capture the category.
Annual, upfront, recurring. Contracted and deployed. Not pilots — not LOIs. 8 of the top 50 US school districts paying today. 105% NRR goal means every renewal cohort grows. The growth is structural, not one-time.
Not a pivot. Not a plan. Six strategic decisions made and executed — exactly what we told the board we would do. Hover each for the full story.
Every district manages browsers, Windows apps, SaaS, AI tools, extensions and media — with no single platform to deliver, control or measure them. Then AI arrived on top of an already broken foundation.
AI is not a feature we added. It is the operating principle across every layer. Each capability compounds the others — more data, stronger governance, deeper moat.
4 years building the only EdTech-native Windows delivery platform. Hybrid cloud, on-prem, remote access and on-demand GPU — all deployed inside the most complex procurement environments in America. The infrastructure no competitor can replicate.
Browser-level governance with proactive malware and phishing protection built directly into the platform. Extensions approved or blocked district-wide. Real-time threat defense without adding a vendor, a contract, or a console.
The only platform that governs AI tools at both the Windows layer and the browser layer simultaneously. Copilot, Gemini, Claude, ChatGPT, MagicSchool and 50+ more — all visible, all controlled, all measured. No other solution spans both environments.
Usage data across three distinct environments — SaaS applications, Windows local and virtual environments, and AI tool usage across both. OS-level granularity, 4 years of history. No other platform has this depth across all three environments.
Every digital tool a district uses — catalogued, DPA managed, and approved through a single platform. itopia becomes the source of truth for all district software. The app approval process that used to take weeks now happens inside the platform.
Because itopia is the system of record, every contracted district is already a distribution point. Software, curriculum and training can be resold through existing relationships — no new sales motion, no new procurement cycle. Revenue compounds with every customer added.
Each capability works standalone. Together they form a compound moat — every layer deepens the data, strengthens the AI, and makes itopia harder to displace.
One glance. itopia is the only K-12 Infrastructure & Governance platform. We enter alongside existing tools and consolidate at renewal.
US public K-12 only — 13,500 districts, 50M students. No competitor operates in more than 2 of the 5 categories. We enter alongside existing tools and consolidate at renewal.
"We built the infrastructure. Now we own what runs on top of it."
A transparent view of where the technology is today, what's actively being built, and what's on the roadmap. Guy Leech (CTO) and Albert from Archie Labs walk through each layer.
Guy walks through the full platform architecture — what's live in production today, the v2 AI-first rebuild with Archie Labs, and the technical decisions that make itopia's data moat impossible to replicate. ~12 minutes.
2,000 concurrent Windows GPU users. 82%+ retention. Real revenue. The foundation that proves the model works — before we ship the platform that scales it 10×.
Full Windows application compatibility delivered in the browser via Azure Cloud (90%) and on-premises (10%). CTE programs, legacy apps, computer labs — any device, any school.
$399/CCU/yr. 2,000 active concurrent users today. Per-concurrent-user model that scales naturally with district growth without renegotiation.
Azure Cloud as primary delivery infrastructure. Google Cloud Platform support available. On-premises for air-gapped and compliance-sensitive environments.
Centralized admin view for IT directors. User provisioning, app assignment, usage monitoring, and session management across the district.
Implementation, image management, and Windows workload migration services. $22K+ per enterprise account annually on top of SaaS ARR.
Device management, image delivery, and app packaging for hybrid lab environments. Currently in active pilot with NYC Public Schools and Osceola County SD.
Platform UI screenshot / demo video coming
Contact James for a live product walkthrough
Admin console, app delivery, session management, and district analytics. ~4 minutes.
How Houston ISD manages 194,000 students across the itopia platform today. ~5 minutes.
Not a feature update — a ground-up AI-native rebuild with Archie Labs, led by Albert (8base). Every architectural decision made with AI augmentation, browser-native delivery, and 10× TAM expansion in mind.
How Archie Labs is approaching the v2 rebuild — AI-native architecture, the models they're using, and what changes fundamentally when you start with AI instead of bolting it on. ~6 minutes.
Every feature designed with AI augmentation built in from the ground up. Not bolt-on AI — AI as the foundation that makes every pillar smarter over time.
Flexible app delivery engine supporting Windows apps, browser-native SaaS, and hybrid environments in a single management layer. One pane for all app types.
The 6× user multiplier becomes a product. Every non-Windows user (Chromebook, Mac, iPad) gets full itopia — security, analytics, app curation, permissions — through the browser extension.
SaaS governance, AI tool controls, extension policies, YouTube filtering, data controls — all in one platform for the first time. The full browser management layer.
Real-time student screen monitoring, remote tab management, two-way communication, flexible class scheduling. Competing directly with GoGuardian in every district we serve.
Full dual-cloud support. Azure enables MSFT Elevate co-sell and positions itopia for enterprise and higher ed. GCP maintains the existing Google partnership and K-12 channel.
v2 UI mockup / design preview coming
Archie Labs team presenting progress update Q2 2026
Each milestone expands the TAM, deepens the moat, and compounds the data advantage that no competitor can replicate without 5 years of OS-level district usage data.
Every tool a district uses — catalogued, permissioned, measured, and reported on. IT and curriculum finally unified. The layer no IT vendor or EdTech company has ever built.
Community colleges, dual enrollment programs, and universities co-sold through Microsoft Elevate sellers. The K-12 playbook applied to the next $3B market.
Canada and Colombia already active. MSFT Elevate as the GTM engine for LATAM, EMEA, and APAC. The global system of record for learning institutions.
Teachers get insights on tool effectiveness. Administrators get district ROI. Students get personalized access. No competitor can build this without our data foundation.
50 existing enterprise customers as the first proof point. itopia eats its own dog food before taking this to market at scale.
K-12 → Higher Ed → International → Enterprise → AI System of Record. At $399/CCU with a 6× extension multiplier, the math compounds fast.
Tracks every deal marked Closed Won in HubSpot against the 2026 target of $3.6M in new and expansion ARR. This section auto-populates as deals close. Use the Refresh button above to pull the latest data.
When deals are marked Closed Won in HubSpot (dealstage = closedwon, education pipeline), they appear here with deal name, ARR, owner, and close date. Hit Refresh above to pull the latest.
Goal: retain 90% of $3.1M in base renewal contracts = $2.79M. The full pipeline of $3.81M includes expansion ARR on top of base. At-risk ARR is only $76K (2%) — the portfolio is exceptionally healthy. Average NRR across the book is 188%, meaning customers expand significantly at renewal.
$970K in renewal ARR closes by June 30, 2026. Cypress-Fairbanks ISD ($771K) is the largest Q2 renewal. Houston ISD ($526K) also closes Q2. These two deals alone represent $1.3M — 34% of the full renewal pipeline.
Goal: $3.6M in new and expansion ARR closed in 2026. Current priced pipeline is $2.08M across 60 valued deals. 94 additional deals are unpriced Stage 0 prospects — as these progress to proposal the pipeline number grows. CDW drives 88% of valued pipeline. Tom Chung leads all reps at $1.02M. Q2 is the critical close window — $1.22M due by June 30.
In 6 months with limited capital and a lean team, we did exactly what we said we were going to do. Cut the fat. Cleaned the book. Rebuilt retention. Closed the two largest district contracts in company history. Now imagine what happens with the right support and team.
Six months. Limited capital. No margin for error. And we delivered. The numbers finally match the vision. This raise is the bridge to a business that funds itself — and the only time we ask.
Connect with James → CONTACT_EMAIL_PLACEHOLDERNDA-protected materials and specific financial detail available upon request. Schedule a 1:1 with James for a live walkthrough.
Pre-answered by James. Plus public questions from board members — anonymous to others, tracked by us.
The $2.2M is built from a cash model designed to reach self-sustaining profitability by Q3 2027 without white-knuckling it. $700K closes the June gap. $700K funds the selling season through Q1 2027. $800K bridges the Q1 trough before the business is fully cash-flow positive. Taking less creates unnecessary risk right before we don't need capital anymore.
When I took over in October 2025, $3.96M of our $7.5M ARR was a single services contract — CCM — that was masking the real SaaS business underneath. I made the call to shed it. Painful. Correct. What you see now — $4.57M of pure, recurring, organic platform ARR — is the real business. Clean book. 82%+ retention. Real expansion. The CCM contract was not the future of itopia.
The model is built at 75% attainment — 25% buffer baked in. Each rep inherits a territory with active demand already in motion: Chicago finalized, NYC closing first schools, Palm Beach expanding a sub-60-day pilot. Channel (CDW, Google, MSFT) generates ~50% of pipeline. CS drives 20% from expansion. Reps convert established demand — they don't cold-start.
GoGuardian does classroom management. Citrix does VDI. Windows infrastructure is the gateway to everything. You cannot win the browser without owning Windows first. Every AI app, SaaS tool, and corporate system runs on top of it. We've been building this for 5 years inside the largest districts in America. That is not replicated in 18 months. We partner with Google and Microsoft — they're our distribution, not our competition.
James has driven itopia's revenue for 6 years and architected the EdTech pivot that defines the company today. He personally closed Houston at $526K/yr and Osceola with a 3-year prepaid deal. In 6 months as operating CEO he cut headcount 50%, shed the services contract, rebuilt retention from 55% to 82%, and launched the v2 rebuild with Archie Labs. No one else has the domain depth, the district relationships, and the operator instinct to have built this moment.
K-12 enterprise → higher ed (community colleges via MSFT Elevate) → international (Elevate co-sell globally) → enterprise (50 existing customers first) → AI system of record. At $399/CCU with a 6× extension user multiplier, plus multi-pillar expansion within current accounts, the ARR compounds fast. The AI analytics layer — which no competitor can build without our OS-level data — is what changes the revenue multiple entirely.
Direct line to James for any question on the deck or the round.
Full financial model from the board-approved 2026 budget.
| Segment | Start | New/Exp | Churn | 2026 |
|---|---|---|---|---|
| Enterprise K-12 | $4.14M | $3.375M | ($744K) | $6.77M |
| SMB/Mid-Market | $909K | $375K | ($191K) | $1.09M |
| Total | $5.05M | $3.75M | ($934K) | $7.87M |
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