I’m launching a new startup called MoltSets - Unlimited Contact Data API’s for Clay and Claude Code. Here’s our full business plan (and how we get to $5m ARR):
Before I start… I am wildly confused and anxiety ridden about the TAM being too small, the market being too saturated, and ending up stuck and this being a waste of time.
But I’m still going to go for it and let reality decide.
WHAT IS MOLTSETS AND HOW IS IT DIFFERENT?
Unlimited contact database for Claude Code / Clay.
A few things set MoltSets apart from the competition:
100% of emails will be valid, under 30d, date appended to record
Phone numbers will be real-time carrier verified
We will append website content to the company records
Here’s how we’re going to price:
$19/mo - unlimited, but LOW rate limit - use case would be individual reps in Claude, building lists of 10-20 contacts
$199/mo - unlimited, medium-y rate limit - use case would be growth marketers building and enriching lists in claude
$999/mo - unlimited, very very high rate limit - use case would be lead gen agencies adding MoltSets to their waterfalls in Clay and Claude Code
BUT ADAM, ISN’T CONTACT DATA COMMODITIZED AND COMPETITIVE AS BALLS?
Yes.
But we have unique access to cheap acquisition channels that support this low-price, high-value, frictionless PLG funnel.
1. My thought leadership is 1:1 with these audiences
Anytime I write anything about Clay it rips. Clay’s audience is the $199 (many) and $999 (a few) leadgen agency
MoltSets is the next story in my thought leadership journey
2. I’m going all-in on UGC
Creators get 50% off for posting 2x/mo on LinkedIn about MoltSets
I will comment on every single post from my personal account
You grow your following by talking about workflows & lowering your email bill
3. I’m pivoting my weekly workshop to be about Claude Skills
Title: Claude Did WHAT?!? … B2B Experts Share Skills You Can Deploy Today
Agency guests can share Claude Skill for GTM, give the .md files, and market their services in the skill itself
I believe I can get agencies more eyeballs than they can get themselves
This will be excellent YouTube content
4. We will front-run the explosion of autonomous marketing agents
We’ll launch w/ Stripe MPP and Coinbase x402 agent wallet capability
No api keys required for agents, no minimums
We’ll start building our own GTM skill library for agents
None of this will be revenue out of the gates, but prob 90% in 3 years
ALL THAT SOUNDS GOOD ADAM, BUT THAT BUSINESS SOUNDS “SMALL”.
MoltSets might end up being “small”.
Maybe 2, 3, 5m ARR. Maybe less.
But if we get lucky and a couple of these hypothesis hit...
It could end up being “not small”.
MoltSets will take advantage of distribution moats that we enjoy with RB2B, and allow us to monetize a dataset we already own.
Will it crush?
Or will it flame out?
I’m dying to know what you think.
Adam