SEIS Investment Opportunity · Go Platform Ltd t/a VAYA

VAYA Food Delivery — Launching Cape Town Q4 2026. Rides & Events follow in subsequent markets.

This is a profitable business.
Backed by delivery drivers
and restaurateurs.
Animosity.
Together, they are an unstoppable
growth mechanism.

VAYA's subscription model is profitable from day one. Delivery riders run multiple food delivery apps simultaneously at zero cost. When they tell customers to switch, Uber Eats' network collapses. This is how we win.

Month 6
Profitability (SA)
65%
Restaurant switch rate
20-25%
Driver income increase
Organic
Driver-powered growth
Zero
App switching cost
Request the investor deck → See the proof below ↓

Why Incumbents Will Lose

The Driver Problem

We've researched extensively online and spoken to numerous Uber drivers. The animosity is real. Thousands of videos document driver complaints about commission, algorithms, and unfair treatment.

"Only do this as a second job. They'll do anything to underpay you until the government itself has to step in."

"I complained about high commission. A week later, my account was sandbagged. I went from £250/day to £80/day."

"Tip baiting. Customer promised $9.07. After delivery, reduced to $3.01. Support does nothing."

"Ratings don't matter. The algorithm is rigged. Success depends on luck, not effort."

The Restaurant Problem

We're currently surveying restaurants in Cape Town. The results are striking.

65%
Of restaurants surveyed would switch to a startup

If they could keep 100% of order value instead of losing 30% commission to Uber.

This isn't about feature parity or app design. This is about desperation. Restaurants are ready to leave. They're waiting for an alternative.

How VAYA Takes Market Share in Food Delivery

Food delivery riders don't need to abandon Uber Eats entirely. They run two to three delivery apps simultaneously—zero friction, zero cost.

But here's the growth mechanism: delivery riders tell customers to download VAYA.

A rider arrives with a food order and says: "Hey, this new app has better rates for us and faster delivery for you. No surge pricing. Download it." The customer tries it. They see their order arrive faster, prices are lower, service is better. They switch.

More food customers → More delivery density → Even faster pickup times → Exponential growth

This is organic, word-of-mouth, rider-powered growth. It costs almost nothing. And Uber Eats can't stop it—they can't prevent riders from mentioning competitors. When riders actively recruit customers away, Uber Eats' network begins to collapse.

Why Incumbents Can't Respond

Uber Eats is not just being unfair—they're being deliberately arrogant. They've bullied their way into every market. Their strategy is simple: set the rules, never negotiate, and crush anyone who doesn't like it.

But here's their fatal weakness: they can't stop riders from telling customers about alternatives. And they won't lower commissions—their entire shareholder model depends on extraction.

Once riders start actively evangelizing VAYA to every customer pickup, Uber Eats' network begins to unravel. They can't prevent this—it's organic word-of-mouth. They won't lower commissions because their business model breaks if they do. So they'll watch as riders, one customer at a time, move to VAYA.

Zero commission on every order R7/km for SA riders — vs R1.20/km on Uber Eats Restaurants save R94,800/year on R30k/month volume No surge pricing — ever SEIS-eligible · £2.5M pre-money Ground surveys completed · Observatory, Cape Town Zero commission on every order R7/km for SA riders — vs R1.20/km on Uber Eats Restaurants save R94,800/year on R30k/month volume No surge pricing — ever SEIS-eligible · £2.5M pre-money Ground surveys completed · Observatory, Cape Town

The Founder Matters.
But The Team Wins.

Single founder? Yes. Single-minded? No.

I spent 18 months driving for Uber. I managed fast-paced retail operations across multiple locations in a diverse environment. I understand cross-functional business operations, revenue drivers, and the frustration that drives delivery workers away from incumbents.

But here's what I'm not: I'm not a one-person operation pretending to be complete. I can't be in two places at once. I don't have all the skills required to scale a platform across two continents.

What I am is self-aware about what I don't know—and actively committed to building a team. My sister brings financial operations expertise. The right investors bring market knowledge, network access, regulatory navigation, and operational scale.

This isn't a weakness. It's an invitation.

The best founders don't build alone. They attract partners who multiply their capability. I want a team around me. I'm willing to take a backseat in instances where others have expertise I don't. After 16 months of wrapping my head around this problem, I've developed deep knowledge—but I'm completely open to direction from people who see what I've missed. Your expertise becomes our advantage.

Ground-level validation

We didn't assume demand.
We went and found it.

Before building a single line of code, our ground team canvassed restaurants in Observatory and the Riverlands Precinct, Cape Town. 25+ restaurants surveyed. Real intelligence. Real objections. Real responses.

25+
Restaurants surveyed in Observatory & Riverlands
9/16
Likely or very likely to try a new platform
26–30%
Average commission being paid across surveyed restaurants
100%
Of restaurants on platforms mark up their app menu vs in-store
🟢 Pattern 1 — Ready to switch
Paying high commission, open to change. Flat fee hesitation = slow month risk only. Answer: two months free + R2/order safety net. Fastest conversions.
🔴 Pattern 2 — Left platforms
Previously on platforms, left due to operational problems. Not currently delivering. Missing revenue. VAYA pitch: come back, but on different terms.
🟡 Pattern 3 — Needs proof
Happy enough on current deal or franchise-constrained. Not the priority. Let them watch VAYA succeed with neighbouring restaurants first.
🔵 Pattern 4 — New restaurants
Under 3 years operating. Most open to flat fee. Haven't entrenched commission habits. Highest close rate alongside Pattern 1.
📋
Key survey intelligence
Woodstock Brewery left platforms entirely due to driver/staff conflicts — warmest unconverted lead. Mango Ginger's top concern: no customer relationship with current platforms (not just commission). Riverlands Precinct restaurants cannot upload their own logos or real food photos on current platforms — VAYA solves this directly. An Uber Eats rider interviewed earns ~R5,000/week on short deliveries — directly validates VAYA's rider earnings model.

The commercial model

Flat subscription.
Zero commission.
Always.

VAYA charges restaurants and riders a flat monthly fee. No commission on orders. No commission on fares. The more orders a restaurant does, the better value VAYA becomes.

Restaurants — SA
R300/month — Starter (≤R20k/month orders)
R500/month — Growing (≤R50k/month orders)
R800/month — Active (R50k+/month orders)

2 months free to start. No contract. R2/order safety net if orders fall below threshold.
Restaurants — UK
£60/month flat — all restaurants

2 months free to start. No contract. £0.75/order safety net if orders fall below 80/month threshold.

No commission on any order, ever.
Riders — SA & UK
R500/month SA · £30/month UK
Deducted weekly from earnings — never from bank

Earn-first pledge: subscription only begins after first earnings. Riders keep 100% of every fare and every tip.
Delivery rates — published
SA: R7/km standard · R8.50/km peak · R10 flag fall · R25 min
UK: £2.10/mile standard · £2.60/mile peak · £1.50 flag fall · £5.00 min

Fixed. Published. No surge multipliers. Ever.
The R2/order safety net — addressing the #1 objection
Our ground surveys identified the flat fee objection as the single most common hesitation: "With commission I pay nothing in a slow month." VAYA's answer: two months completely free, then R2/order (SA) or £0.75/order (UK) if monthly orders fall below the threshold. A slow month of 80 orders costs R160 — not R300. The flat fee only applies once the restaurant is genuinely busy. Not busy? Barely pay. Busy? Save thousands versus commission.

The flywheel

Three audiences.
One self-reinforcing loop.

Each group grows the others. The flywheel only needs to start. We have a plan to start it.

🍽️
Restaurant
Joins, saves money, lowers prices
🛵
Rider
Earns more, recruits others, tells restaurants
🛒
Customer
Pays less, orders more, spreads word
📈
VAYA grows
New zones every 2 months
37%
of consumers discover restaurants through the delivery app — not a direct search
Source: DoorDash 2025 Delivery Trends
55%
of first-time orders come from customers browsing — not searching for a specific restaurant
Source: DoorDash 2025
35%
more spent per order when the customer orders through the restaurant's own channel
Source: Paytronix 2025
R31
earned by a VAYA rider on a 3km delivery vs R17.60 on Uber Eats. Same delivery. Nearly double.
VAYA pricing model

Competitive moat

Why the incumbents
cannot copy this.

The structural advantages that protect VAYA from the platforms it's disrupting.

Zone density = network effect
Once VAYA has 30+ restaurants and 30+ riders in a dense zone, short delivery distances and fast pickups become self-reinforcing. Better service → more orders → more riders → better service. The cycle locks in the zone.
Restaurant loyalty through ownership
VAYA gives restaurants their own logo, real food photos, customer relationship data, and demand insights. Current platforms own all of this. VAYA gives it back. Restaurants that build their identity on VAYA don't want to leave.
Two-market strategy from day one
SA profits fund UK entry. No dilutive second round required. UK legal pre-work funded within the initial raise. The international strategy reduces single-market risk and expands the total addressable market immediately.

Path to profitability.
No second round required.

SA revenue funds UK entry. The model is simple, predictable, and doesn't depend on volume growth to be profitable.

Month 6
SA breakeven
£5–8k
Monthly surplus month 12
0
Second round needed
Month 8
UK legal pre-work begins
R300
Minimum restaurant sub (SA)
£60
Restaurant sub (UK)

24-Month
Execution Roadmap

Month 1–2
Observatory launch. Restaurant onboarding. Rider recruitment. Social media saturation of the zone.
Month 3–5
Zone density builds. 30+ restaurants, 50+ riders. First subscription revenue confirmed.
Month 6
✓ BREAKEVEN. ~40 restaurants + 30 riders. Cape Town expansion into Woodstock, Salt River, Mowbray begins.
Month 8
UK legal pre-work begins. Company registration, transport licensing, banking. Funded within the raise.
Month 12
✓ PROFITABLE. £5–8k monthly surplus from SA. Business loan application for Ireland/Birmingham entry. No further equity dilution.
Month 18–24
UK pilot launch. Food delivery first. SA city expansion continues every 2 months. Joburg, Durban, Pretoria sequence.

Use of £40,000 SEIS Raise

🛠️ App Build
4 apps (customer, rider, restaurant, admin dashboard). R300–350k budget.
📣 Marketing
Social media ads, community press, launch events in Observatory zone.
⚖️ UK Legal
Company structure, transport licensing, banking, professional fees.
🏃 Operations
Ground team, devices, onboarding costs for first 90 days.

SEIS terms

Structured for UK investors.
Protected by HMRC.

SEIS (Seed Enterprise Investment Scheme) provides significant tax relief for UK taxpayers investing in early-stage companies. VAYA's raise is structured to maximise these benefits.

£40,000
Total raise · minimum £10,000 · maximum £50,000 per investor
£2.5M
Pre-money valuation · £2.7M post-money
50%
Income tax relief on investment amount
0%
CGT on qualifying gains after 3 years
7.41%
Investor equity at post-money valuation
AA
SEIS Advance Assurance — in progress with HMRC
Example: A UK taxpayer invests £20,000 in VAYA. They claim £10,000 back in income tax relief (50%). Their effective investment is £10,000. If VAYA succeeds and the shares are sold after 3 years, any gain is completely free of Capital Gains Tax. If VAYA fails, Loss Relief allows them to offset the remaining loss against income tax — further reducing their actual downside. The maximum real cost to a higher-rate taxpayer is approximately £3,500 on a £20,000 investment.
Get involved

Ready to back the platform
that backs everyone?

We're raising £40,000 under SEIS. Minimum investment £10,000. Request the full investor deck, financial projections, and NDA to begin due diligence.

Request the investor deck → Visit va-ya.co.uk

Go Platform Ltd t/a VAYA · Registered in England & Wales No. 16740451 · hello@vaya.app
This page is for information purposes only and does not constitute financial advice or an offer of securities. SEIS Advance Assurance in progress. Past tax reliefs are subject to personal circumstances.