JIL Sovereign - Financial Projections

5-Year Revenue Forecast

Three institutional revenue streams - payment integrity fees, BID API, and enterprise subscriptions - driving $10M (2026) to $331.8M (2030). ~82% gross margin with EBITDA turning positive in 2027.

Model Assumptions
Revenue Streams
3
Payment Integrity Fees, BID API, Enterprise Subs
Gross Margin
~82%
Infrastructure costs largely fixed
Enterprise ARPU
$25k
Per month, blended across tiers
Forecast Horizon
5 Yr
2026 - 2030
Revenue-to-Pillar Mapping

Every revenue stream maps to one or more settlement integrity pillars - aligning infrastructure value with monetization.

All Pillars
Live Settlement Attestation
35-90 bps per settlement event, negotiated by attestation scope, corridor, and volume. $1 minimum floor. Covers identity verification, payment-origin validation, fraud detection, compliance enforcement, and proof generation.
Pillars 1 + 3 + 4
Retroactive Validation
Historical payment file reconstruction starting at 5 bps per record, scope and volume priced per engagement; Outcome-Indexed alternative bills 2-5 bps per attested record. JIL never takes contingency on recovered funds.
Pillars 1 + 4
BID API
Full-stack identity verification at $0.12-$0.50 per check blended, tiered by engagement. Phone/email/address $0.03-$0.10; Person $0.20-$0.75; Company/UBO $1.50-$5.00. Entry point for banks before full settlement adoption.

Framework link: Each revenue bucket traces to quantified institutional pain. See the Settlement Integrity Framework for the full five-pillar breakdown.

Annual Revenue Growth
$350M
$280M
$210M
$140M
$70M
$0
$10M
2026
Launch
$8.9M
2027
Pivot
$42.9M
2028
Traction
$136.8M
2029
Scale
$331.8M
2030
Dominance
Token/Strategic*
Payment Integrity Fees
Enterprise Subs
BID API

*Token/strategic revenue documented at getjil.com. <3% of cumulative 5-year thesis.

Year-by-Year Breakdown
2026
Launch
$10M
Token/strategic + early integrity fees
First enterprise clients
Token/Strategic*
$5M
50% of revenue
Payment Integrity
$3M
30% of revenue
Ent. Subs
$1.5M
15% of revenue
BID API
$0.5M
5% of revenue
50% Token/Strategic* - 30% Payment Integrity - 15% Ent. Subs - 5% BID API
2027
Pivot
$8.9M
Token/strategic winds down
Recurring revenue ramps
Token/Strategic*
$1M
11% of revenue
Payment Integrity
$4.5M
51% of revenue
Ent. Subs
$2.4M
27% of revenue
BID API
$1M
11% of revenue
11% Token/Strategic* - 51% Payment Integrity - 27% Ent. Subs - 11% BID API
2028
Traction
$42.9M
Enterprise pipeline fills
Payment integrity volume accelerates
Token/Strategic*
$2M
5% of revenue
Payment Integrity
$18M
42% of revenue
Ent. Subs
$15M
35% of revenue
BID API
$7.9M
18% of revenue
5% Token/Strategic* - 42% Payment Integrity - 35% Ent. Subs - 18% BID API
2029
Scale
$136.8M
Enterprise dominates mix
BID API fees surge
Token/Strategic*
$3M
2% of revenue
Payment Integrity
$48M
35% of revenue
Ent. Subs
$55M
40% of revenue
BID API
$30.8M
23% of revenue
2% Token/Strategic* - 35% Payment Integrity - 40% Ent. Subs - 23% BID API
2030
Dominance
$331.8M
Full enterprise flywheel
BID API at scale
Token/Strategic*
$5M
2% of revenue
Payment Integrity
$96M
29% of revenue
Ent. Subs
$140M
42% of revenue
BID API
$90.8M
27% of revenue
2% Token/Strategic* - 29% Payment Integrity - 42% Ent. Subs - 27% BID API
Cumulative 5-Year Totals
Total Revenue
$530.4M
All 3 streams + token/strategic*
Token/Strategic*
$16M
3% of cumulative
Payment Integrity
$169.5M
32% of cumulative
Enterprise Subs
$213.9M
40% of cumulative
BID API
$131M
25% of cumulative
The Big Picture

Over 5 years: $530.4M in total revenue across three institutional streams plus token/strategic*. Enterprise subscriptions lead at $213.9M (40%), followed by payment integrity fees at $169.5M (32%), BID API at $131M (25%), and token/strategic at $16M (3%). Revenue mix shifts from token-weighted (2026) to enterprise-dominant (2030) as the platform matures. *Token/strategic revenue documented at getjil.com.

Sensitivity Analysis
Scenario 2026 2027 2028 2029 2030 5-Yr Total
Low (60%)
Conservative adoption
$6M $5.3M $25.7M $82.1M $199.1M $318.2M
Base
Expected trajectory
$10M $8.9M $42.9M $136.8M $331.8M $530.4M
High (150%)
Accelerated enterprise
$15M $13.4M $64.4M $205.2M $497.7M $795.7M
Scenario Drivers

Low scenario (60% of base): assumes slower enterprise sales cycles, delayed retail adoption, and conservative per-event volume. High scenario (150% of base): assumes accelerated enterprise adoption driven by regulatory tailwinds, faster retail onboarding, and higher per-event transaction volumes from institutional clients.

Unit Economics
Enterprise LTV
~$600K
24-month avg contract at $25k/mo
Enterprise ARPU
$25K
Per month, blended across tiers
Enterprise CAC
~$50K
Direct sales, 12:1 LTV/CAC
Gross Margin
~82%
Infrastructure costs largely fixed
Payback Period
2 Mo
$50K CAC / $25K ARPU
EBITDA Margin Trajectory
2026
-20%
Investment phase
2027
5%
Breakeven year
2028
28%
Leverage kicks in
2029
42%
Operating scale
2030
52%
Platform maturity
Margin Expansion

EBITDA margin expands from -20% in 2026 (investment phase with team buildout and infrastructure spend) to 52% by 2030 as enterprise subscription revenue scales with largely fixed infrastructure costs. The ~82% gross margin provides strong operating leverage - each incremental dollar of revenue drops significant margin to the bottom line.

Token and Strategic Reserve

Token sales and strategic placements documented at getjil.com. Dominant in 2026 ($5M, 50% of revenue) as the primary launch funding mechanism, then declining to $1M in 2027 as recurring revenue takes over. Residual strategic placements of $2-5M annually from 2028-2030. <3% of cumulative 5-year thesis. Token economics at getjil.com.

Live Settlement Attestation

Per-settlement-event verification fees across all institutional corridors. Grows from $3M (2026) to $96M (2030) as institutional settlement volume scales. 35-90 basis points per settlement event, negotiated by attestation scope, corridor, and monthly volume. $1 minimum floor per event. 100% to JIL operations.

Retroactive Validation

Historical payment file reconstruction through the same verification engine. Starting at 5 basis points per record, scope and volume priced per engagement; an Outcome-Indexed alternative bills 2-5 bps per attested record. 100 million records in 10 to 20 minutes. Post-quantum cryptographically sealed findings - suitable for regulatory referral, court proceedings, and False Claims Act filings. JIL never takes contingency on recovered funds — the client uses the sealed evidence to pursue recovery through their own counsel, SIU, or regulator referral.

BID API (Beneficiary Identity Dispatch)

Full-stack identity verification API - 12 endpoints covering beneficiary binding, phone, email, address, personal identity, and company checks. Banks pay $0.12-$0.50 per check blended, tiered by engagement. BID is the entry point that gets banks onto JIL before they adopt full settlement infrastructure. Identity check suite (phone/email/address at $0.03-$0.10, person at $0.20-$0.75, company at $1.50-$5.00) drives higher revenue per client than binding verification alone. Projected ramp: $0.5M (2026), $3M (2027), $12M (2028), $28M (2029), $45M (2030). 96% gross margin on commodity checks (phone/email/address), 85% on person checks, 70% on company checks. Learn more about BID