kingmaker
We buy real businesses and make them the first you can just text.
The way we use businesses is changing.
For twenty years, using a business meant opening its app. That's ending. People are starting to just text an assistant: reorder my water, book the usual, and it happens.
It won't kill apps. It will win the everyday moments, because it's simply easier.
This isn't a guess. In China, over RMB 2 trillion already moves through chat in a single quarter: food, charging, medicine.
Own the source,
not the surface.
Extension
Bolt an assistant onto a business and it's an extension. Useful, and replaceable. The platform sets the terms, and can build the feature itself or route around you.
Source
Own the business: the customers, the cashflow, the data. The assistant becomes its interface, not its owner. You hold the part that can't be switched off.
Everyone is racing to be an extension. kingmaker owns the source.
Everyone's funding the future. Nobody's connecting the present.
Billions are pouring into building AI. Almost nothing is going into the small bridges that connect real, working businesses to it.
Whoever crosses first wins their category: the one business you can just text. Everyone else waits to be chosen.
One business.
The whole idea.
Bevy delivers water and drinks to your door in Milan. People already pay to skip hauling cases home, so convenience is the product. The only friction left is the app: open it, log in, find your water, check out. Every single time.
Take the friction away: "I'm out of water, send my usual." Done.
That one text is the entire thesis. And there's a Bevy in every category, in every city: water, coffee, pharmacy, laundry, all of it.
Removing reorder friction lifts repeat purchases by 30 to 50%.
One business.
Then ten thousand.
From the shop on your corner to the Glovo of your country. Every recurring business is a Bevy waiting to happen.
We buy it.
Then we double it.
More customers
Become the first in your category people can just text, and win them from everyone still stuck behind an app.
Lower costs
Let AI run the ordering, the support, the busywork that eats a real business alive.
Higher worth
A modern, recurring business is worth multiples of a sleepy local one. Same company, re-rated.
Two ways in: we build your integration, or we buy 51% and build everything.
The rare AI bet with a floor.
Most AI bets are all-or-nothing wagers on one technology. This one isn't.
If the shift is as big as we believe, these businesses soar. If it isn't, we still own real, profitable, everyday businesses, bought below what they're worth.
Either way, we own the asset. That's the point.
Built on Poke.
Poke is the assistant leading this shift. You text it, and it runs your life across the apps you already use. It's growing fast, and backed by the best.
kingmaker makes Poke the way you reach real-world businesses, and every business we bring makes Poke harder to live without.
We don't need to build the assistant. We need to own what it connects to.
Get in before it's obvious.
kingmaker is a holding company for the businesses about to be reborn through the assistant. We're assembling the first capital and the first deals now.