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Expansion

Three axes. The stage ladder deepens the product as the kid ages. Geography widens the addressable market. Adjacencies turn the brand into a platform. Every vector is gated on the core loop holding.

LAST UPDATED 2026-04-22

The base SOM in the model only counts US consumer subscription revenue on the Builder tier. Every expansion vector is additive and gated. None of them is baked into the base case. Each one has a named precondition, a measurable trigger, and its own ramp in the scenario sheet.

The sequencing is deliberate. The stage ladder (deepening the product) ships before geography (widening the market) because retention compounds faster with an age-appropriate surface than with a new market. Adjacencies come third because they require the brand and the concept graph to have compounded far enough that a second product is a natural extension rather than a distraction.

Expansion tree

flowchart TD ROOT[Tekku core<br/>age 8 to 14] ROOT --> STAGE[Stage ladder] ROOT --> GEO[Geography] ROOT --> ADJ[Adjacencies] STAGE --> S57[Stage down<br/>age 5 to 7] STAGE --> S1518[Stage up<br/>age 15 to 18] GEO --> ENG[English CA / UK / AU] GEO --> EU[EU GDPR-K] GEO --> LATAM[LATAM pilots] GEO --> APAC[APAC pilots] ADJ --> TEKO[Teko mascot IP] ADJ --> PTOOL[Parent creative tools] ADJ --> SCHOOL[Schools platform] ADJ --> ALUM[Alumni community] ADJ --> HW[Branded hardware] style ROOT fill:#2EE87A,stroke:#0F1419,stroke-width:2px,color:#0F1419
Root is the Tekku core product for kids 8 to 14. Three branches: stage ladder, geography, adjacencies. Each leaf is gated on a named precondition.
Stage ladder detailThe product deepens as kids age. Stage down (5 to 7) and stage up (15 to 18) unlock after the core 8 to 14 product has cleared its retention gates.

The core product is built for 8 to 14 because that is where kid coding with AI compounds hardest. Keyboard skill is real. Reading comprehension is real. The kid can read the AI's reasoning and act on it. That window is Tekku's home lane.

Stage down (ages 5 to 7) is a voice-first, block-based companion surface. The AI reads the kid's idea out loud, asks one binary question per checkpoint, and ships a small app using pre-built components the kid chooses from a card deck. No typing. Heavy parent co-play. It is a wedge into the kid's life earlier, and a lead-gen surface for the core product as the kid ages up. Gated on the core product retention curve holding for 90 days.

Stage up (ages 15 to 18) is a pro-mode surface that converges with adult developer tools. Sandpack gives way to a real stack. The AI shifts from glass-box teacher to pair-programmer. The viral badge loop gives way to a portfolio page. Gated on the core product graduating a first cohort of 13 and 14 year olds who aged into the lane. Retention lane here is different from the core: these are users we hand off to adult tools, not users we charge at a high monthly rate forever.

Geographic expansion detailUS anchor. English-speaking countries first (CA, UK, AU). Then EU GDPR-K markets. Then LATAM and APAC pilots. Regulatory posture drives the sequence.

Geography follows regulatory simplicity first and language simplicity second. The US is the anchor because COPPA is the best-understood kid regulation in the world and the parent willingness to pay is highest. English-speaking Commonwealth markets (Canada, UK, Australia) are the first international lane because localization is minimal and the compliance posture ports cleanly: Canadian PIPEDA and UK Age Appropriate Design Code both map to a compliance posture that is already more conservative than COPPA.

EU comes after, gated on a member-state-by-state GDPR-K launch plan and an EU-based DPO arrangement. LATAM and APAC are pilot lanes that do not activate before Year 4 because the regulatory regimes are fragmented enough to demand a ground-level legal partner per market. We will not launch where we cannot defend the posture.

Geographic sequencing

 MarketTarget yearRegulatory posture
United States (anchor)USY1COPPA 2026 compliant from day one, state AI bills tracked weekly
CA / UK / AUEnglish-speaking CommonwealthY3PIPEDA, AADC, Privacy Act 1988; all map above COPPA
EU GDPR-KGermany, France, Netherlands, Spain, ItalyY4GDPR-K, EU AI Act limited-risk posture
LATAM pilotsMexico, BrazilY5LGPD + local kid-data rules; pilot lane only
APAC pilotsJapan or South Korea, single pilotY5APPI / PIPA kid provisions; pilot lane only

Year markers are planning targets. Each market has a named-counsel relationship as a precondition for paid launch.

Adjacent products detailTeko mascot IP, parent-facing creative tools, school platform, alumni community, branded hardware. Each adjacency rides the concept graph and the brand compounds earned through the core product.

Adjacent products extend the brand rather than splitting the team. Each adjacency reuses the concept graph, the moderation infrastructure, or the parent trust already earned. None of them is a pivot. All of them are second-order products that become interesting only after the core loop has compounded.

Adjacent products

 ThesisPreconditionTarget year
Teko mascot IPTeko evolves the Tekku brand into a mascot kids play with. Six interactivity layers (voice, games, stickers, shorts, plush, shows).Gamification plan ships, kid NPS clears band on mascot interactionsY2
Parent creative toolsGrown-up facing AI tools that ride the same platform spine, calibrated for trust.50K paying households, parent NPS holding above bandY3
School platform (Workshop tier)Classroom-ready projects aligned to standards. Teacher dashboard + district reporting.Workshop tier pilot conversion at $79 per kid per monthY2
Tekku alumni communityKids who aged out of Stage up stay connected through a creator-style alumni portal.First Stage up graduation cohort completesY4
Branded hardwareTekku-branded keyboard, tablet sleeve, or kid-safe peripheral. Licensing-led, not manufactured in house.Brand awareness + licensing partner identifiedY5

Expansion sequencing

Each vector carries a target year, a revenue contribution at Y5, a risk note, and a rough incremental cost. Revenue contributions are directional and summed on top of the base-case subscription stack; the precise split lives in the scenario sheet.

 Target yearY5 revenue contributionPrimary riskIncremental cost
Stage down (age 5 to 7)Y3TODO(expansion)Voice-first pipeline quality; kid session depth1 eng, 1 designer, 9 months
Stage up (age 15 to 18)Y4TODO(expansion)Cannibalization risk into adult developer tools1 eng, Sandpack-to-Nix migration project
CA / UK / AUY3TODO(expansion)Currency + local payment rails; minimal regulatory workMarketing lift only; no eng rebuild
EUY4TODO(expansion)GDPR-K enforcement + localization cost1 eng, EU counsel + DPO retainer
School pilot conversionY2TODO(expansion)District procurement cycle lengthHead of school GTM + 1 CSM
Branded hardwareY5TODO(expansion)Inventory + physical QA; licensing-led mitigatesLicensing partner; negligible in-house build cost

TODO(expansion): revenue contributions are pending a scenario-sheet refresh. They will resolve to named cells in the model once the expansion tab is locked.

See also