Prepared for
Every distributor runs on data
no one has time to see.
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Built for electricalHVACRplumbing and PVFbuilding materialsmedical supplyindustrial fastenerelectrical distributors
Lumina ERP automates the work inside the ERP, and Lumina Leads gives the sales team one workspace to act on it. Two products on one data spine, built by an operator who runs a distribution ERP every day.
Every order a person re-keys and every follow-up a rep forgets is margin a distributor never sees. We give that margin back.
The ERP knows what every customer buys and when. The sales team works from inboxes, spreadsheets and a CRM that can’t see any of it. People carry the data between them by hand.
Epicor’s final on-premise Prophet 21 release puts thousands of mid-market distributors in front of a platform decision over the next 12 to 18 months. Every one of them has to re-examine how orders, data and sales work. That is our opening.
We connect to the ERP a distributor already runs, automate the manual work inside it, and hand the sales team a workspace that acts on what the ERP knows.
Lumina for ERPAI automation that plugs into Prophet 21 today and other distribution ERPs next, over SQL and REST.
Lumina LeadsThe CRM and sales workspace for B2B teams that live on the phone and in email.
Distributors wait days for a report writer to answer simple questions. Lumina answers in plain English, shows its work and hands the result to the people who act on it.
Scripted walkthrough on a fictional distributor. Lumina for ERP is in development; this shows the experience we are building toward Prophet 21.
A single workspace from first touch to purchase order. Scroll through a rep’s day.
Today pulls mine plus unassigned work into one queue, grouped by urgency, with the evidence behind each item. Website forms, missed calls, voicemail and texts all land here as owned tasks with a first-response clock.
Reps call and take calls in the browser or on Android. Every dial passes a preflight: do-not-contact lists, account blocks and line checks run on the server, not on trust. The call ends in a disposition that schedules the next step.
Drafts are grounded in the record: the quote, the last conversation, the account history. Nothing leaves without review. Sends go out from the rep’s own Gmail with visible queued, sending and sent states.
Insights and Data health show what the team touched, what slipped, and where the records need attention, so the pipeline stays honest without a spreadsheet on the side.
Horizontal CRMs can’t see the ERP. ERP vendors don’t build for the sales floor. Owning both sides lets us close a loop nobody else can.
A regular buyer who orders every 14 days has gone 41 days without a PO.
last_order: 41d · cadence: 14dA win-back item lands in the owning rep’s Today queue with the order history attached.
task: lapsed_buyer_winbackCall from the record, then approve an AI-drafted follow-up grounded in what they used to buy.
call → draft → approveThe next order closes the loop and trains the next signal.
stage: PO receivedRoadmap: ERP-to-Leads signals are in development. Lumina Leads ships distribution fields such as last order date and reorder cadence today.
Delaware LLC, registered to operate in Texas. Headquartered in Houston.
Our founder administers Prophet 21 every day in high-volume wholesale distribution. The SyncOps dashboard tracks warehouse order flow across 10,000+ SKUs.
Accepted into NVIDIA’s program for AI startups. Deepgram startup program for real-time call transcription.
We retired HubSpot. Lumina Leads now runs our own sales: accounts, people, calls, voicemail, texts, meetings and outreach on Cloudflare Workers and D1.
Web app and Android client. Every change passes contract, web, worker and browser test gates before it reaches production.
First paying sales teams, design partners among Prophet 21 distributors, and ERP signals flowing into Leads.
Managed Prophet 21 support, DynaChange business rules, SQL Server tuning, integrations and migrations.
Managed support retainers from $625 to $3,600 a month.
Revenue todayPer-seat SaaS with a 14-day trial. Calling, email, AI drafting and industry blueprints by plan.
Starter and Growth planned; Enterprise priced with the customer.
Invite-onlyOrder intake, forecasting and natural-language ERP analytics as a subscription per distributor.
Priced per distributor once the P21 pilots graduate.
BuildingYear-end annual run rate under three scenarios. Estimates, not results.
| Drivers | 2027 | 2028 | 2029 |
|---|---|---|---|
| Lumina Leads seats | 150 | 800 | 2,500 |
| Distributors on Lumina for ERP | 4 | 20 | 55 |
| ERP services revenue | $220K | $340K | $400K |
Forward-looking estimates. Leads at a $69 blended seat price from our planned pricing, Lumina for ERP at an assumed $2,000 per distributor per month, services at our current rates.
We operate P21 daily, so we speak its schema, business rules and workflows. The May 2028 end of on-premise releases forces a decision now.
The platform is ERP-agnostic by design, connecting over SQL and REST, and Lumina Leads works with or without an ERP connection.
Leads already ships blueprints for manufacturing alongside distribution, with the same calling, drafting and compliance core.
| Capability | ERP consultancies | Horizontal CRMs | AI point tools | Lumina |
|---|---|---|---|---|
| Runs a distribution ERP in production every day | Partial | No | No | Yes |
| Owns the sales workflow, not just the report | No | Yes | Partial | Yes |
| AI grounded in the distributor’s own ERP data | No | No | Partial | Yes |
| Do-not-contact and approval enforced on the server | No | Partial | No | Yes |
| Transparent, published pricing | No | Yes | Partial | Yes |
“We aren’t guessing what distributors need. We build for problems we see every day inside a live Prophet 21 operation.”
We’re looking for partners who want to help distribution run on AI before the 2028 migration wave.
First full-time engineer and the P21 connector
Leads trial, design partners, distribution events
Inference, fine-tuning and hosting
Legal, security review, insurance
Distributors who will run Lumina Leads with their inside and outside sales teams and shape the ERP signals.
Raising $750K to open the Leads trial, hire the first engineer and fund the go-to-market for the P21 migration window.
GPU and cloud credits for open-weight model inference and fine-tuning on distribution data.
Epicor ecosystem partners, distribution associations and buying groups.
