深化8家AI公司收入声明及合同并购口径核查

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| 消费者个人应用 | nutrIA、Calyra、Verbi、ABMAXX | 有平台收入与订阅记录;订阅份数不是独立人数 | 渠道成本、后续月份留存、平台抽成后利润 | 取消与退款、月/年套餐结构、重复订阅 |
| 创意软件与制作服务 | Speel.co、Laper、GetEbook AI、White Glove Content | 软件订阅和交付服务必须分组 | 合格交付的计算与人工成本、返工率、重复购买 | 项目收入占比、人工工时、产能 |
| 小企业综合Agent | Runable(AI059) | 公司披露历史ARR里程碑;[官方公告](https://runable.com/blogs/runable-grow) | 限定一个任务,测完整成功率、收费与执行成本 | 当前付费客户、续费、推理成本、人工接管 |
| 行业专业Agent与服务 | Kaizen、Trapeze、Panacea | 官方介绍可确定买家场景,收入不可比 | 采购周期、上线工时、失败处理与验收标准 | 合同、经常性与实施费拆分、使用深度 |
| 行业专业Agent与服务 | LunaBill、Plena Health、Bizmark | 有合同ARR、数量级或ARR自述,日历截止日和交付拆分不完整 | 采购周期、上线工时、失败处理与验收标准 | 合同、经常性与实施费拆分、使用深度 |
| 模型、算力与机器人 | Wafer、Induction Labs、Congruent | 可确定产品方向;团队小或融资多不证明单位经济 | 客户真实负载、性能成本、交付与售后成本 | 同口径收入、资本开支、独立性能测试 |
**对我们商业试验的推论:** 先选择能接触真实买家、结果可验收、成本可计量的工作流,比较软件订阅与服务交付的实际毛利,再评估是否扩成综合Agent。当前证据不足以断定某类必然更赚钱;平台数据更适合帮助选择访谈与试验对象。
@@ -37,4 +37,21 @@
| 公司、投资方与媒体重复一个数字 | 追到首发声明及独立底账 | 多篇转述不等于独立证据 |
| 声明撤回、口径变更或含并购业务 | 保留历史版本,拆分边界并核对更正原因 | 单个异常无法生成可靠造假概率 |
### 从原文到可比较收入:新增核查实例
以下均为2026-10-30读取的公司自述,读取日不代表收入业务截止日。点击公司可查看分项观测、核查和原始来源。原文仅有美元符号时保留币种待核;未给币种的数字不补成美元。
| 公司 | 原始声明 | 数据表处理 | 对商业模式评估的影响 |
| --- | --- | --- | --- |
| [Risely AI](/docs/other-research/ai-company-research/overview?company=YC30724#research-company-detail) | 上线六周达到8千MRR,原文$ | 保存MRR;无日历截止日,不转换为同期ARR | 高校系统集成还需核实施成本、采购周期与续约 |
| [Hyper](/docs/other-research/ai-company-research/overview?company=YC31548#research-company-detail) | 上线十二天达到1千MRR、采用团队50多 | 币种未列;采用团队不直接当付费客户 | 试点与持续付费需要分开;不直接算每团队收入 |
| [Bizmark](/docs/other-research/ai-company-research/overview?company=YC32200#research-company-detail) | 工厂产品10.8万ARR,原文$ | 保留声明;创始人此前6000万业务收入排除 | 核对软件与定制集成收入、上线成本及客户集中度 |
| [LunaBill](/docs/other-research/ai-company-research/overview?company=YC30997#research-company-detail) | 76.4万contracted ARR,其中42.8万称live revenue,原文$ | 合同承诺、已上线部分分别保存,不相加;后者未擅自补为ARR | 上线转化和已验收用量比总合同承诺更能检验交付;客户追回款项排除 |
| [Plena Health](/docs/other-research/ai-company-research/overview?company=YC31493#research-company-detail) | 七位数committed/contracted ARR | 仅存数量级下界,不填精确100万;八个月/十个月表述保留 | 年度或多年合同需拆上线状态、取消条款和定制实施费 |
| [Brickwise](/docs/other-research/ai-company-research/overview?company=YC30847#research-company-detail) | 销售管线中有超过100万cARR的企业合同,原文$ | 不确认成已签或已实现ARR;融资及前公司业绩排除 | 大合同集中度和签约到上线的转化需要单独核查 |
| [Radley](/docs/other-research/ai-company-research/overview?company=YC33020#research-company-detail) | 收购诊所带来460万年化收入,另有220万合同,原文$ | 收购、交割与并表边界未核,不当纯软件ARR,不把两项相加 | 医疗服务收入需结合医生工时、收购成本与经营毛利,不能直接与SaaS比较 |
| [Misprint](/docs/other-research/ai-company-research/overview?company=YC30302#research-company-detail) | 创始人此前卖卡50万ARR,原文$ | 发布帖明确早于平台构想,排除平台收入 | 卡牌销售额、交易额、平台佣金与软件订阅是不同口径 |
这批记录补充了收入定义差异,尚未增加同日同币种的可比ARR样本。合同承诺、并购业务或履历混入会使领域均值失真;资料有这些差异本身不证明财务造假。
下一轮优先取得统一业务截止日的ARR定义、付费客户变动、留存、收入与现金勾稽、直接成本及可独立复核的来源。缺项留在表内并保持未知。上述核查是研究流程,不是审计意见。
@@ -17,7 +17,7 @@
| AI业务待确认 | 192 | 不强行把背景关键词当主营 |
| 成立年与批次冲突 | 6 | 另保留核查记录 |
全表由927条目录基础项和88条个案或平台记录组成。候选池已匹配项之外另有53条记录,包含其他来源及发布/转型对照;其中已有1条原目录记录深化为个案,仍保留目录来源。两种统计边界不同。候选池数字只是该镜像快照的覆盖,Bud等后续定向补充不回填为原候选池已覆盖。
全表由919条目录基础项和96条个案或平台记录组成。候选池已匹配项之外另有53条记录,包含其他来源及发布/转型对照;其中已有9条原目录记录深化为个案,仍保留目录来源。两种统计边界不同。候选池数字只是该镜像快照的覆盖,Bud等后续定向补充不回填为原候选池已覆盖。
## 成立年与证据深度
@@ -27,13 +27,13 @@
| 记录为2026年成立 | 391 | 不将产品发布日期代替成立日 |
| 成立年未知或范围外 | 5 | 发布/转型对照单列,不进入两年成立分组 |
| 目录业务分类人工复核 | 160 | 仅复核主营分类,不代表技术或财务审计 |
| 其他目录基础项 | 767 | 规则初分或资料不足,继续待复核 |
| 其他目录基础项 | 759 | 规则初分或资料不足,继续待复核 |
| 有团队数字 | 945 | 多为自报Team Size或Employees,时点与口径不统一 |
| 专项技术证据记录 | 6 | 其中3条自述、2条公开材料、1条第三方评测 |
| 公司披露收入线索 | 18 | 含历史、下界、币种不明及产品业务声明,不等于可比ARR |
| 公司披露收入线索 | 24 | 含历史、下界、币种不明及产品业务声明,不等于可比ARR |
| 仅平台收入线索 | 16 | 同时有公司披露者计入上一行,不重复计数 |
| 仅第三方估算 | 1 | 不与直接披露混合 |
| 暂无可用收入数字 | 980 | 包含尚未逐家搜索的目录项,不代表没有收入 |
| 暂无可用收入数字 | 974 | 包含尚未逐家搜索的目录项,不代表没有收入 |
## 业务分类与数据入口
@@ -43,9 +43,9 @@
| [算力与模型基础设施](/docs/other-research/ai-company-research/overview?category=C02) | 103 |
| [Agent 开发与运行设施](/docs/other-research/ai-company-research/overview?category=C03) | 51 |
| [软件开发](/docs/other-research/ai-company-research/overview?category=C04) | 109 |
| [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 177 |
| [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 176 |
| [客户与收入运营](/docs/other-research/ai-company-research/overview?category=C06) | 52 |
| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 320 |
| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 321 |
| [内容与创意](/docs/other-research/ai-company-research/overview?category=C08) | 45 |
| [消费者个人应用](/docs/other-research/ai-company-research/overview?category=C09) | 45 |
| [机器人及实体产业](/docs/other-research/ai-company-research/overview?category=C10) | 81 |
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@@ -1,5 +1,5 @@
{
"version": "2026-10-30-depth-2",
"version": "2026-10-30-depth-3",
"asOf": "2026-10-30",
"scope": "全球公开资料研究:保留首批个案,并扩展核查2025—2026八个YC批次候选池;成立年份以官方公司页面字段为依据。",
"limitations": [
@@ -2819,25 +2819,27 @@
"year": 2025,
"team": 4,
"location": "New York City, NY",
"business": "公司简介:Misprint is building Robinhood for Pokemon cards",
"buyer": "本轮未逐一核验",
"delivery": "公开YC公司资料;交付与付费使用待核验",
"notes": "目录基础资料;AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
"business": "结合机器学习估价与买卖撮合的收藏卡交易市场。",
"buyer": "收藏卡买家、卖家与收藏者",
"delivery": "已读YC公司自述和发布帖;具体执行效果、合同和财务未独立验证。",
"notes": "简介的50万ARR属于创始人此前卖卡业务;发布帖明确该业务在Misprint构想之前,不认作平台ARR。",
"cohort": "2025年成立",
"teamBasis": "YC官方页面Team Size;2026-10-30访问快照,业务截至日未注明",
"price": "本轮未逐一核验",
"stage": "目录公开,商业成熟度待核验",
"stage": "有公开量化声明或明确收入排除记录;商业成熟度待核",
"sourceType": "YC官方页面中的公司自述",
"evidenceIds": [
"YC-E-30302"
],
"revenueStatus": "unknown",
"profileOnly": true,
"classificationBasis": "目录标签的规则初分",
"profileOnly": false,
"classificationBasis": "2026-10-30人工复核YC官方业务介绍:结合机器学习估价与买卖撮合的收藏卡交易市场。 按主要买家与工作任务归类。",
"directoryTags": [
"Marketplace",
"Consumer"
]
],
"directoryOrigin": "yc-2025-2026",
"businessModel": "交易市场;平台费率及自营库存占比未知"
},
{
"id": "YC30303",
@@ -8274,26 +8276,28 @@
"id": "YC30724",
"name": "Risely AI",
"url": "https://www.ycombinator.com/companies/risely-ai",
"cat": "C05",
"cat": "C07",
"year": 2025,
"team": 8,
"location": "San Francisco",
"business": "公司简介:AI agents that automate administrative work across college campuses.",
"buyer": "本轮未逐一核验",
"delivery": "公开YC公司资料;交付与付费使用待核验",
"notes": "目录基础资料;AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
"business": "接入高校学生、教学与客户系统,自动化学生顾问及行政工作。",
"buyer": "高校学生服务、行政及信息化团队",
"delivery": "已读YC公司自述和发布帖;具体执行效果、合同和财务未独立验证。",
"notes": "披露上线六周达到8千MRR,但无日历截止日和币种代码;创始人过往业绩及教育市场支出不归本公司收入。",
"cohort": "2025年成立",
"teamBasis": "YC官方页面Team Size;2026-10-30访问快照,业务截至日未注明",
"price": "本轮未逐一核验",
"stage": "目录公开,商业成熟度待核验",
"stage": "有公开量化声明或明确收入排除记录;商业成熟度待核",
"sourceType": "YC官方页面中的公司自述",
"evidenceIds": [
"YC-E-30724"
],
"revenueStatus": "unknown",
"profileOnly": true,
"classificationBasis": "主营简介的规则初分",
"directoryTags": []
"revenueStatus": "self",
"profileOnly": false,
"classificationBasis": "2026-10-30人工复核YC官方业务介绍:接入高校学生、教学与客户系统,自动化学生顾问及行政工作。 按主要买家与工作任务归类。",
"directoryTags": [],
"directoryOrigin": "yc-2025-2026",
"businessModel": "高校工作流平台;具体收费和实施费拆分未知"
},
{
"id": "YC30726",
@@ -9739,22 +9743,24 @@
"year": 2025,
"team": 12,
"location": "London, United Kingdom",
"business": "公司简介:AI property manager for landlords and estate agents",
"buyer": "本轮未逐一核验",
"delivery": "公开YC公司资料;交付与付费使用待核验",
"notes": "目录基础资料;AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
"business": "通过电话和消息处理租客维护请求并协调维修承包商。",
"buyer": "房东与物业管理企业",
"delivery": "已读YC公司自述和发布帖;具体执行效果、合同和财务未独立验证。",
"notes": "百万cARR出现在销售管线语境中,签约、上线和回款未确认;前公司ARR与融资均不作本公司收入。",
"cohort": "2025年成立",
"teamBasis": "YC官方页面Team Size;2026-10-30访问快照,业务截至日未注明",
"price": "本轮未逐一核验",
"stage": "目录公开,商业成熟度待核验",
"stage": "有公开量化声明或明确收入排除记录;商业成熟度待核",
"sourceType": "YC官方页面中的公司自述",
"evidenceIds": [
"YC-E-30847"
],
"revenueStatus": "unknown",
"profileOnly": true,
"classificationBasis": "主营简介的规则初分",
"directoryTags": []
"profileOnly": false,
"classificationBasis": "2026-10-30人工复核YC官方业务介绍:通过电话和消息处理租客维护请求并协调维修承包商。 按主要买家与工作任务归类。",
"directoryTags": [],
"directoryOrigin": "yc-2025-2026",
"businessModel": "物业管理Agent;订阅、按物业收费和人工服务拆分未知"
},
{
"id": "YC30850",
@@ -12233,28 +12239,30 @@
"year": 2025,
"team": 4,
"location": "San Francisco",
"business": "公司简介:AI Voice callers for healthcare billing teams",
"buyer": "本轮未逐一核验",
"delivery": "公开YC公司资料;交付与付费使用待核验",
"notes": "目录基础资料;AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
"business": "为医疗账单团队拨打保险索赔状态、追款和申诉跟进电话。",
"buyer": "医疗机构及医疗账单结算团队",
"delivery": "已读YC公司自述和发布帖;具体执行效果、合同和财务未独立验证。",
"notes": "合同ARR76.4万与live revenue42.8万分开保存;剩余计划在2026年1月上线的历史措辞不能证明现在已上线。",
"cohort": "2025年成立",
"teamBasis": "YC官方页面Team Size;2026-10-30访问快照,业务截至日未注明",
"price": "本轮未逐一核验",
"stage": "目录公开,商业成熟度待核验",
"stage": "有公开量化声明或明确收入排除记录;商业成熟度待核",
"sourceType": "YC官方页面中的公司自述",
"evidenceIds": [
"YC-E-30997"
],
"revenueStatus": "unknown",
"profileOnly": true,
"classificationBasis": "主营简介的规则初分",
"revenueStatus": "self",
"profileOnly": false,
"classificationBasis": "2026-10-30人工复核YC官方业务介绍:为医疗账单团队拨打保险索赔状态、追款和申诉跟进电话。 按主要买家与工作任务归类。",
"directoryTags": [
"Generative AI",
"Health Tech",
"Healthcare",
"Healthcare IT",
"AI"
]
],
"directoryOrigin": "yc-2025-2026",
"businessModel": "医疗保险电话Agent;合同、用量和实施收费拆分未知"
},
{
"id": "YC31000",
@@ -18693,22 +18701,24 @@
"year": 2025,
"team": null,
"location": "San Francisco",
"business": "公司简介:Plena is the AI operating system for specialty medical practices",
"buyer": "本轮未逐一核验",
"delivery": "公开YC公司资料;交付与付费使用待核验",
"notes": "目录基础资料;AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
"business": "跨诊所既有系统处理转诊、传真、预约、流程合规和收款。",
"buyer": "专科诊所运营团队",
"delivery": "已读YC公司自述和发布帖;具体执行效果、合同和财务未独立验证。",
"notes": "七位数committed/contracted ARR仅保存数量级下界;正文十个月与发布帖八个月不能确定同一业务截止日。",
"cohort": "2025年成立",
"teamBasis": "YC官方页面Team Size;2026-10-30访问快照,业务截至日未注明",
"price": "本轮未逐一核验",
"stage": "目录公开,商业成熟度待核验",
"stage": "有公开量化声明或明确收入排除记录;商业成熟度待核",
"sourceType": "YC官方页面中的公司自述",
"evidenceIds": [
"YC-E-31493"
],
"revenueStatus": "unknown",
"profileOnly": true,
"classificationBasis": "主营简介的规则初分",
"directoryTags": []
"revenueStatus": "self",
"profileOnly": false,
"classificationBasis": "2026-10-30人工复核YC官方业务介绍:跨诊所既有系统处理转诊、传真、预约、流程合规和收款。 按主要买家与工作任务归类。",
"directoryTags": [],
"directoryOrigin": "yc-2025-2026",
"businessModel": "定制工作流平台与实施;公司称年度或多年合同"
},
{
"id": "YC31494",
@@ -19518,22 +19528,24 @@
"year": 2026,
"team": 2,
"location": "San Francisco",
"business": "公司简介:Company brain that powers your AI employees",
"buyer": "本轮未逐一核验",
"delivery": "公开YC公司资料;交付与付费使用待核验",
"notes": "目录基础资料;AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
"business": "整合公司信息形成持续更新的知识图谱,为AI工具提供上下文。",
"buyer": "企业知识工作与Agent应用团队",
"delivery": "已读YC公司自述和发布帖;具体执行效果、合同和财务未独立验证。",
"notes": "自述上线十二天从零到1千MRR,币种和日历截止日未列;50多团队并非已确认付费客户数。",
"cohort": "2026年成立",
"teamBasis": "YC官方页面Team Size;2026-10-30访问快照,业务截至日未注明",
"price": "本轮未逐一核验",
"stage": "目录公开,商业成熟度待核验",
"stage": "有公开量化声明或明确收入排除记录;商业成熟度待核",
"sourceType": "YC官方页面中的公司自述",
"evidenceIds": [
"YC-E-31548"
],
"revenueStatus": "unknown",
"profileOnly": true,
"classificationBasis": "主营简介的规则初分",
"directoryTags": []
"revenueStatus": "self",
"profileOnly": false,
"classificationBasis": "2026-10-30人工复核YC官方业务介绍:整合公司信息形成持续更新的知识图谱,为AI工具提供上下文。 按主要买家与工作任务归类。",
"directoryTags": [],
"directoryOrigin": "yc-2025-2026",
"businessModel": "企业知识与记忆平台;定价及试点合同未知"
},
{
"id": "YC31549",
@@ -21078,26 +21090,28 @@
"year": 2026,
"team": 2,
"location": "San Francisco",
"business": "公司简介:OpenClaw for manufacturers",
"buyer": "本轮未逐一核验",
"delivery": "公开YC公司资料;交付与付费使用待核验",
"notes": "目录基础资料;AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
"business": "连接制造企业系统和表格,自动化采购、报价与生产计划。",
"buyer": "制造商、分销商和实体商品运营企业",
"delivery": "已读YC公司自述和发布帖;具体执行效果、合同和财务未独立验证。",
"notes": "自述10.8万ARR;日历截止日、币种及合同组成缺失。创始人此前业务6000万收入与市场规模排除。",
"cohort": "2026年成立",
"teamBasis": "YC官方页面Team Size;2026-10-30访问快照,业务截至日未注明",
"price": "本轮未逐一核验",
"stage": "目录公开,商业成熟度待核验",
"stage": "有公开量化声明或明确收入排除记录;商业成熟度待核",
"sourceType": "YC官方页面中的公司自述",
"evidenceIds": [
"YC-E-32200"
],
"revenueStatus": "unknown",
"profileOnly": true,
"classificationBasis": "主营简介的规则初分",
"revenueStatus": "self",
"profileOnly": false,
"classificationBasis": "2026-10-30人工复核YC官方业务介绍:连接制造企业系统和表格,自动化采购、报价与生产计划。 按主要买家与工作任务归类。",
"directoryTags": [
"Manufacturing",
"Automation",
"AI"
]
],
"directoryOrigin": "yc-2025-2026",
"businessModel": "制造业Agent与系统集成;订阅和定制实施费拆分未知"
},
{
"id": "YC32201",
@@ -23050,25 +23064,27 @@
"year": 2026,
"team": 2,
"location": "San Francisco",
"business": "公司简介:The AI-native radiology practice",
"buyer": "本轮未逐一核验",
"delivery": "公开YC公司资料;交付与付费使用待核验",
"notes": "目录基础资料;AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
"business": "通过收购及运营放射科诊所,将Agent用于临床及业务流程。",
"buyer": "需要影像解读服务的医疗机构",
"delivery": "已读YC公司自述和发布帖;具体执行效果、合同和财务未独立验证。",
"notes": "460万年化收入与正在收购诊所相关,交割和并表时点未核;220万合同不等于当期确认收入或ARR。",
"cohort": "2026年成立",
"teamBasis": "YC官方页面Team Size;2026-10-30访问快照,业务截至日未注明",
"price": "本轮未逐一核验",
"stage": "目录公开,商业成熟度待核验",
"stage": "有公开量化声明或明确收入排除记录;商业成熟度待核",
"sourceType": "YC官方页面中的公司自述",
"evidenceIds": [
"YC-E-33020"
],
"revenueStatus": "unknown",
"profileOnly": true,
"classificationBasis": "主营简介的规则初分",
"revenueStatus": "self",
"profileOnly": false,
"classificationBasis": "2026-10-30人工复核YC官方业务介绍:通过收购及运营放射科诊所,将Agent用于临床及业务流程。 按主要买家与工作任务归类。",
"directoryTags": [
"B2B",
"Healthcare"
]
],
"directoryOrigin": "yc-2025-2026",
"businessModel": "收购整合与医疗服务;不视为纯软件订阅"
},
{
"id": "YC33022",
@@ -31102,6 +31118,237 @@
"reason": "未说明全部为付费企业,不直接作ARPA分母",
"bound": ">",
"comparisonGroup": null
},
{
"id": "DEPTH-INCOME-30302-founder",
"company": "YC30302",
"name": "Misprint",
"kind": "创始人此前卖卡业务原文ARR",
"value": 500000,
"unit": "原文$,币种待核",
"timing": "全职卖卡三个月内;发布帖指向2024年业务;2026-10-30读取",
"evidence": "YC-E-30302",
"scope": "创始人此前个人业务",
"selection": "excluded",
"reason": "不是Misprint平台ARR;非经常性卡牌销售也不能未经核验认作订阅ARR",
"bound": "=",
"comparisonGroup": null
},
{
"id": "DEPTH-INCOME-30724-mrr",
"company": "YC30724",
"name": "Risely AI",
"kind": "公司自述MRR",
"value": 8000,
"unit": "原文$,币种待核",
"timing": "上线六周后的里程碑,日历截止日未知;2026-10-30读取",
"evidence": "YC-E-30724",
"scope": "公司整体",
"selection": "signal",
"reason": "缺少币种代码、日历截止日及经常性定义;不乘12当作已验证ARR",
"bound": "=",
"comparisonGroup": null,
"metric": "mrr"
},
{
"id": "DEPTH-INCOME-30847-pipeline",
"company": "YC30847",
"name": "Brickwise",
"kind": "销售管线中的cARR企业合同",
"value": 1000000,
"unit": "原文$,币种待核",
"timing": "成立六个月附近,日历截止日未知;2026-10-30读取",
"evidence": "YC-E-30847",
"scope": "企业销售管线",
"selection": "excluded",
"reason": "cARR在销售管线语境中;签约、上线和实现收入未确认",
"bound": ">",
"comparisonGroup": null
},
{
"id": "DEPTH-INCOME-30847-funding",
"company": "YC30847",
"name": "Brickwise",
"kind": "公司自述累计融资",
"value": 3000000,
"unit": "原文$,币种待核",
"timing": "成立六个月内,日历截止日未知;2026-10-30读取",
"evidence": "YC-E-30847",
"scope": "公司融资",
"selection": "funding",
"reason": "资本投入不是经营收入;不与履历中的前公司融资相加",
"bound": ">",
"comparisonGroup": null
},
{
"id": "DEPTH-INCOME-30847-customers",
"company": "YC30847",
"name": "Brickwise",
"kind": "公司自述客户数",
"value": 10,
"unit": "家客户",
"timing": "日历截止日未知;2026-10-30读取",
"evidence": "YC-E-30847",
"scope": "公司客户",
"selection": "adoption",
"reason": "未明确全部付费、合同金额与活跃状态,不作ARPA分母",
"bound": ">",
"comparisonGroup": null
},
{
"id": "DEPTH-INCOME-30997-contracted",
"company": "YC30997",
"name": "LunaBill",
"kind": "公司自述contracted ARR",
"value": 764000,
"unit": "原文$,币种待核",
"timing": "七月发布后;余量预计2026年1月上线,声明截止日未知;2026-10-30读取",
"evidence": "YC-E-30997",
"scope": "公司合同承诺",
"selection": "excluded",
"reason": "包含尚未上线部分;合同期限、取消条款与币种待核,不当作已上线ARR",
"bound": "=",
"comparisonGroup": null,
"metric": "arr"
},
{
"id": "DEPTH-INCOME-30997-live",
"company": "YC30997",
"name": "LunaBill",
"kind": "公司原文live revenue",
"value": 428000,
"unit": "原文$,币种待核",
"timing": "与合同声明同时;日历截止日未知;2026-10-30读取",
"evidence": "YC-E-30997",
"scope": "已上线业务,原文定义不完整",
"selection": "excluded",
"reason": "上下文为合同ARR中的live部分,未明示是否同样按年计及确认规则,不自行补为ARR",
"bound": "=",
"comparisonGroup": null
},
{
"id": "DEPTH-INCOME-30997-recovery",
"company": "YC30997",
"name": "LunaBill",
"kind": "为客户追回的款项",
"value": 30000000,
"unit": "原文$,币种待核",
"timing": "发布帖进度,日历截止日未知;2026-10-30读取",
"evidence": "YC-E-30997",
"scope": "医疗账单客户成果",
"selection": "excluded",
"reason": "保险回款属于客户,不是LunaBill收入",
"bound": ">",
"comparisonGroup": null
},
{
"id": "DEPTH-INCOME-31493-committed",
"company": "YC31493",
"name": "Plena Health",
"kind": "公司自述七位数committed ARR",
"value": 1000000,
"unit": "原文未注明币种",
"timing": "正文十个月,发布帖八个月,日历截止日未知;2026-10-30读取",
"evidence": "YC-E-31493",
"scope": "公司合同承诺",
"selection": "excluded",
"reason": "仅记录七位数最低边界,不补成精确金额;合同承诺不等于已实现收入",
"bound": "≥",
"comparisonGroup": null,
"metric": "arr"
},
{
"id": "DEPTH-INCOME-31548-mrr",
"company": "YC31548",
"name": "Hyper",
"kind": "公司自述MRR",
"value": 1000,
"unit": "原文未注明币种",
"timing": "上线十二天内,日历截止日未知;2026-10-30读取",
"evidence": "YC-E-31548",
"scope": "公司整体",
"selection": "signal",
"reason": "原文没有币种符号或代码;截止日未知,不参加美元MRR分组",
"bound": "=",
"comparisonGroup": null,
"metric": "mrr"
},
{
"id": "DEPTH-INCOME-31548-teams",
"company": "YC31548",
"name": "Hyper",
"kind": "公司自述采用团队",
"value": 50,
"unit": "个团队",
"timing": "上线十二天内,日历截止日未知;2026-10-30读取",
"evidence": "YC-E-31548",
"scope": "采用团队",
"selection": "adoption",
"reason": "onboarded不等于全部付费,不能直接推ARPA",
"bound": ">",
"comparisonGroup": null
},
{
"id": "DEPTH-INCOME-32200-arr",
"company": "YC32200",
"name": "Bizmark",
"kind": "公司自述ARR",
"value": 108000,
"unit": "原文$,币种待核",
"timing": "多个工厂上线,日历截止日未知;2026-10-30读取",
"evidence": "YC-E-32200",
"scope": "Otto制造业产品业务",
"selection": "historical",
"reason": "币种代码、截止日和订阅/实施费定义不明,保留声明不作同期行业均值",
"bound": "=",
"comparisonGroup": null,
"metric": "arr"
},
{
"id": "DEPTH-INCOME-32200-founder",
"company": "YC32200",
"name": "Bizmark",
"kind": "创始人此前业务收入",
"value": 60000000,
"unit": "原文$,币种待核",
"timing": "此前业务,日历截至日未知;2026-10-30读取",
"evidence": "YC-E-32200",
"scope": "创始人此前企业履历",
"selection": "excluded",
"reason": "不是Bizmark收入;正文与创始人简介均指向此前业务",
"bound": "=",
"comparisonGroup": null
},
{
"id": "DEPTH-INCOME-33020-acquisition",
"company": "YC33020",
"name": "Radley",
"kind": "收购相关年化收入",
"value": 4600000,
"unit": "原文$,币种待核",
"timing": "公告未给日历截止日及交割日;2026-10-30读取",
"evidence": "YC-E-33020",
"scope": "拟收购诊所与合并业务",
"selection": "excluded",
"reason": "正在收购与traction段并存;交割和并表时点未核,非纯软件ARR",
"bound": "=",
"comparisonGroup": null,
"metric": "annualized-revenue"
},
{
"id": "DEPTH-INCOME-33020-contracts",
"company": "YC33020",
"name": "Radley",
"kind": "公司自述合同额",
"value": 2200000,
"unit": "原文$,币种待核",
"timing": "日历截止日未知;2026-10-30读取",
"evidence": "YC-E-33020",
"scope": "医疗服务合同",
"selection": "excluded",
"reason": "未给合同期限、确认进度或经常性定义,不视为已实现收入或ARR",
"bound": "=",
"comparisonGroup": null
}
],
"evidence": [
@@ -32708,8 +32955,8 @@
"publishedAt": null,
"accessedAt": "2026-10-30",
"kind": "公司目录基础资料",
"summary": "页面标注成立于2025年,批次为Winter 2025。团队人数与主业务简介见公司表。",
"limitation": "成立年份、团队人数、AI标签及简介均为公司自述;页面访问日不是收入时点。规则初分尚待人工复核,未据此认定技术水平或收入。"
"summary": "结合机器学习估价与买卖撮合的收藏卡交易市场。 简介的50万ARR属于创始人此前卖卡业务;发布帖明确该业务在Misprint构想之前,不认作平台ARR。",
"limitation": "公司自述,非独立审计;金额币种、日历截止日和业务归属按核查记录保留缺项。"
},
{
"id": "YC-E-30303",
@@ -34820,8 +35067,8 @@
"publishedAt": null,
"accessedAt": "2026-10-30",
"kind": "公司目录基础资料",
"summary": "页面标注成立于2025年,批次为Summer 2025。团队人数与主业务简介见公司表。",
"limitation": "成立年份、团队人数、AI标签及简介均为公司自述;页面访问日不是收入时点。规则初分尚待人工复核,未据此认定技术水平或收入。"
"summary": "接入高校学生、教学与客户系统,自动化学生顾问及行政工作。 披露上线六周达到8千MRR,但无日历截止日和币种代码;创始人过往业绩及教育市场支出不归本公司收入。",
"limitation": "公司自述,非独立审计;金额币种、日历截止日和业务归属按核查记录保留缺项。"
},
{
"id": "YC-E-30726",
@@ -35392,8 +35639,8 @@
"publishedAt": null,
"accessedAt": "2026-10-30",
"kind": "公司目录基础资料",
"summary": "页面标注成立于2025年,批次为Fall 2025。团队人数与主业务简介见公司表。",
"limitation": "成立年份、团队人数、AI标签及简介均为公司自述;页面访问日不是收入时点。规则初分尚待人工复核,未据此认定技术水平或收入。"
"summary": "通过电话和消息处理租客维护请求并协调维修承包商。 百万cARR出现在销售管线语境中,签约、上线和回款未确认;前公司ARR与融资均不作本公司收入。",
"limitation": "公司自述,非独立审计;金额币种、日历截止日和业务归属按核查记录保留缺项。"
},
{
"id": "YC-E-30850",
@@ -36349,8 +36596,8 @@
"publishedAt": null,
"accessedAt": "2026-10-30",
"kind": "公司目录基础资料",
"summary": "页面标注成立于2025年,批次为Fall 2025。团队人数与主业务简介见公司表。",
"limitation": "成立年份、团队人数、AI标签及简介均为公司自述;页面访问日不是收入时点。规则初分尚待人工复核,未据此认定技术水平或收入。"
"summary": "为医疗账单团队拨打保险索赔状态、追款和申诉跟进电话。 合同ARR76.4万与live revenue42.8万分开保存;剩余计划在2026年1月上线的历史措辞不能证明现在已上线。",
"limitation": "公司自述,非独立审计;金额币种、日历截止日和业务归属按核查记录保留缺项。"
},
{
"id": "YC-E-31000",
@@ -38967,8 +39214,8 @@
"publishedAt": null,
"accessedAt": "2026-10-30",
"kind": "公司目录基础资料",
"summary": "页面标注成立于2025年,批次为Spring 2026。团队人数与主业务简介见公司表。",
"limitation": "成立年份、团队人数、AI标签及简介均为公司自述;页面访问日不是收入时点。规则初分尚待人工复核,未据此认定技术水平或收入。"
"summary": "跨诊所既有系统处理转诊、传真、预约、流程合规和收款。 七位数committed/contracted ARR仅保存数量级下界;正文十个月与发布帖八个月不能确定同一业务截止日。",
"limitation": "公司自述,非独立审计;金额币种、日历截止日和业务归属按核查记录保留缺项。"
},
{
"id": "YC-E-31494",
@@ -39308,8 +39555,8 @@
"publishedAt": null,
"accessedAt": "2026-10-30",
"kind": "公司目录基础资料",
"summary": "页面标注成立于2026年,批次为Spring 2026。团队人数与主业务简介见公司表。",
"limitation": "成立年份、团队人数、AI标签及简介均为公司自述;页面访问日不是收入时点。规则初分尚待人工复核,未据此认定技术水平或收入。"
"summary": "整合公司信息形成持续更新的知识图谱,为AI工具提供上下文。 自述上线十二天从零到1千MRR,币种和日历截止日未列;50多团队并非已确认付费客户数。",
"limitation": "公司自述,非独立审计;金额币种、日历截止日和业务归属按核查记录保留缺项。"
},
{
"id": "YC-E-31549",
@@ -39902,8 +40149,8 @@
"publishedAt": null,
"accessedAt": "2026-10-30",
"kind": "公司目录基础资料",
"summary": "页面标注成立于2026年,批次为Summer 2026。团队人数与主业务简介见公司表。",
"limitation": "成立年份、团队人数、AI标签及简介均为公司自述;页面访问日不是收入时点。规则初分尚待人工复核,未据此认定技术水平或收入。"
"summary": "连接制造企业系统和表格,自动化采购、报价与生产计划。 自述10.8万ARR;日历截止日、币种及合同组成缺失。创始人此前业务6000万收入与市场规模排除。",
"limitation": "公司自述,非独立审计;金额币种、日历截止日和业务归属按核查记录保留缺项。"
},
{
"id": "YC-E-32201",
@@ -40639,8 +40886,8 @@
"publishedAt": null,
"accessedAt": "2026-10-30",
"kind": "公司目录基础资料",
"summary": "页面标注成立于2026年,批次为Summer 2026。团队人数与主业务简介见公司表。",
"limitation": "成立年份、团队人数、AI标签及简介均为公司自述;页面访问日不是收入时点。规则初分尚待人工复核,未据此认定技术水平或收入。"
"summary": "通过收购及运营放射科诊所,将Agent用于临床及业务流程。 460万年化收入与正在收购诊所相关,交割和并表时点未核;220万合同不等于当期确认收入或ARR。",
"limitation": "公司自述,非独立审计;金额币种、日历截止日和业务归属按核查记录保留缺项。"
},
{
"id": "YC-E-33022",
@@ -43657,6 +43904,118 @@
"companyIds": [
"YC30215"
]
},
{
"id": "DEPTH-INCOME-30302-R",
"type": "收入归属与合同口径",
"company": "Misprint",
"summary": "简介的50万ARR属于创始人此前卖卡业务;发布帖明确该业务在Misprint构想之前,不认作平台ARR。",
"evidenceIds": [
"YC-E-30302"
],
"handling": "原始数值分项保留,缺少同期同币种同定义证据,不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。",
"scope": "companies",
"companyIds": [
"YC30302"
]
},
{
"id": "DEPTH-INCOME-30724-R",
"type": "收入归属与合同口径",
"company": "Risely AI",
"summary": "披露上线六周达到8千MRR,但无日历截止日和币种代码;创始人过往业绩及教育市场支出不归本公司收入。",
"evidenceIds": [
"YC-E-30724"
],
"handling": "原始数值分项保留,缺少同期同币种同定义证据,不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。",
"scope": "companies",
"companyIds": [
"YC30724"
]
},
{
"id": "DEPTH-INCOME-30847-R",
"type": "收入归属与合同口径",
"company": "Brickwise",
"summary": "百万cARR出现在销售管线语境中,签约、上线和回款未确认;前公司ARR与融资均不作本公司收入。",
"evidenceIds": [
"YC-E-30847"
],
"handling": "原始数值分项保留,缺少同期同币种同定义证据,不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。",
"scope": "companies",
"companyIds": [
"YC30847"
]
},
{
"id": "DEPTH-INCOME-30997-R",
"type": "收入归属与合同口径",
"company": "LunaBill",
"summary": "合同ARR76.4万与live revenue42.8万分开保存;剩余计划在2026年1月上线的历史措辞不能证明现在已上线。",
"evidenceIds": [
"YC-E-30997"
],
"handling": "原始数值分项保留,缺少同期同币种同定义证据,不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。",
"scope": "companies",
"companyIds": [
"YC30997"
]
},
{
"id": "DEPTH-INCOME-31493-R",
"type": "收入归属与合同口径",
"company": "Plena Health",
"summary": "七位数committed/contracted ARR仅保存数量级下界;正文十个月与发布帖八个月不能确定同一业务截止日。",
"evidenceIds": [
"YC-E-31493"
],
"handling": "原始数值分项保留,缺少同期同币种同定义证据,不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。",
"scope": "companies",
"companyIds": [
"YC31493"
]
},
{
"id": "DEPTH-INCOME-31548-R",
"type": "收入归属与合同口径",
"company": "Hyper",
"summary": "自述上线十二天从零到1千MRR,币种和日历截止日未列;50多团队并非已确认付费客户数。",
"evidenceIds": [
"YC-E-31548"
],
"handling": "原始数值分项保留,缺少同期同币种同定义证据,不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。",
"scope": "companies",
"companyIds": [
"YC31548"
]
},
{
"id": "DEPTH-INCOME-32200-R",
"type": "收入归属与合同口径",
"company": "Bizmark",
"summary": "自述10.8万ARR;日历截止日、币种及合同组成缺失。创始人此前业务6000万收入与市场规模排除。",
"evidenceIds": [
"YC-E-32200"
],
"handling": "原始数值分项保留,缺少同期同币种同定义证据,不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。",
"scope": "companies",
"companyIds": [
"YC32200"
]
},
{
"id": "DEPTH-INCOME-33020-R",
"type": "收入归属与合同口径",
"company": "Radley",
"summary": "460万年化收入与正在收购诊所相关,交割和并表时点未核;220万合同不等于当期确认收入或ARR。",
"evidenceIds": [
"YC-E-33020"
],
"handling": "原始数值分项保留,缺少同期同币种同定义证据,不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。",
"scope": "companies",
"companyIds": [
"YC33020"
]
}
],
"coverage": {
+1 -1
View File
@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-10-30-depth-2",
"sourceVersion": "2026-10-30-depth-3",
"asOf": "2026-10-30",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",