Agora + Vayu

Strategic Revenue Framework

Automating High-Complexity Fund Administration Billing

February 2026

Overview

Net Positive from Day 1

By eliminating $156K in Stripe billing fees, Vayu pays for itself immediately. Add $345K+ in captured expansion revenue from real-time AUM tier detection, and you're looking at a significant net gain. Native HubSpot integration connects seamlessly to your existing DealHub workflow through to NetSuite.

$23M
Current ARR
$156K
Stripe Fees Eliminated
$345K+
Expansion Revenue
4-6 wks
To Go-Live
Eytan Katz
Head of Finance • Decision Maker
Dana Ron
VP Billing • Process Owner
Yoni
Ops & Data • Implementation
The Challenge

Scaling Beyond manual "Billing Glue"

Stripe is a processor, not a Fund Admin logic layer.

Eliminate the 0.68% "Logic Tax"

You're paying $156K/year for Stripe billing logic that still requires "120% manual" intervention. Vayu replaces that logic layer, Stripe becomes payment-only, and you keep the savings.

Real-Time AUM Expansion Capture

Equity thresholds crossed mid-cycle currently wait until renewal. Vayu detects these in Snowflake/ACP instantly to trigger pro-rata billing when it happens.

Native HubSpot + DealHub Sync

Direct integration pulls contract terms from your existing CRM workflow. No manual data entry, no Monday.com workarounds. Single source of truth.

Metering Engine Built-In

When you're ready to iterate on pricing, launch AI agent products, or add consumption-based offerings, the infrastructure is already there. Future-proof.

"I only collect what was on the billing cycle date. So I missed it... I lost that money."
– Yoni, describing current Stripe limitations
Investment

Commercial Framework

Strategic ROI delivered through automated revenue capture.

Year 1

Platform Investment

$24,000
+ 25 Basis Points (0.25%)

Gross Platform Fee: ~$81,500

  • ✓ Native HubSpot Integration (DealHub sync)
  • ✓ Snowflake/ACP AUM Connectors
  • ✓ NetSuite ARM line-item attributes
  • ✓ Metering Engine for usage-based products
  • ✓ 4-6 Week White Glove Implementation
Stripe Savings

Fee Elimination

-$156,000
Current Stripe Billing: 0.68%

Stripe becomes payment-only

  • ✓ Eliminate Stripe Billing fees (0.68%)
  • ✓ Remove subscription management fees
  • ✓ Replace Monday.com billing workflows
  • ✓ Future: Payment provider flexibility
  • ✓ Retain Stripe for optimized payment capture

Net Year 1: You're Ahead from Day 1

Platform investment $81,500 − Stripe savings $156,000 = $74,500 in your pocket
Before counting expansion revenue capture or labor savings

Future-Ready: Metering for AI Agents & New Products

When you're ready to price AI agents, iterate payment products, or launch consumption-based offerings, the metering engine is already in place. No re-implementation required.

The Roadmap

4-6 Week Fast-Track Implementation

Week 1: Architecture & Data Mapping

Native HubSpot sync via DealHub fields. Map AUM tiers from Snowflake/ACP data streams.

Weeks 2-3: Logic Encoding

Automate "120% Manual" service rules. Connect NetSuite ARM attributes. Replace Monday workflows.

Weeks 4-5: Parallel Validation

Run Vayu side-by-side with current Stripe workflow. Validate 100% precision before cutover.

Week 6: Go-Live

Transition all active contracts. Proactive mid-cycle expansion billing active.

Initiate Implementation