Current plan · investment memo format

Build the trade desk before the marketplace.

The first business is not an “AI Alibaba.” It is a narrow trust-transfer service: Ef qualifies Turkish suppliers for Japanese buyers, Kuanysh turns every conversation into a reusable merchant graph, RFQ, quote comparison, and buyer-facing decision pack.

Sharp thesis: in cross-border trade, the scarce asset is not listings. The scarce asset is verified counterparties plus execution memory. Software becomes valuable only after the manual desk proves repeated RFQ patterns.
TR→JPfirst corridor
RFQfirst transaction object
$250–750first paid package test
14devidence sprint
01

Non-consensus view.

Most people would start with a directory. That is exactly backwards.

A directory creates stale listings. A marketplace needs liquidity. A trade desk creates proprietary judgment: who responds, who lies, who can ship, who understands Japan, what breaks, and what buyers will actually pay for.
02

Why you two.

The advantage is asymmetric because it combines lived corridor access with system-building.

AssetEfKuanysh
Language / cultureTurkish + Japanese communication, trust cues, seller instincts.English/Canada-facing packaging, product thinking, structured briefs.
Market roleSupplier qualification, negotiation, old trade memory, category instincts.Merchant graph, RFQ workflow, AI extraction, scoring, buyer packs.
Moat formationHuman trust transfer.System memory: every conversation becomes reusable data.
03

First wedge.

Start where Ef has corridor experience, but choose categories that do not drown the first sprint in regulation.

Start

Non-electrical home décor

Visual, sampleable, low-regulation, strong curation/story value.

Start

Scarves / simple accessories

High value-to-weight, easy samples, manageable labeling discipline.

Start

Home textiles

Strong Turkish supply and repeatability; requires fiber/care label rigor.

Also viable

Decorative ceramics

Strong design story; packaging and breakage must be solved.

Contact-led

Food / olive oil

High opportunity but only with Japan importer/compliance path.

Contact-led

Children’s clothing

Only if Ef has real reachable supplier/buyer contacts; avoid safety categories.

04

Operating model.

The unit of work is not a listing. It is an RFQ loop.

Extract Ef memory.

Past products, suppliers, buyer types, order sizes, failures, still-reachable contacts.

Build private merchant graph.

Suppliers, buyers, products, trust checks, interactions, RFQs, quotes, deals.

Run a narrow buyer conversation.

Do not ask “are Turkish products interesting?” Ask “what product would you source if supplier risk were handled?”

Send RFQs to suppliers.

Normalize the replies into price, MOQ, sample, lead time, incoterms, documents, risk.

Sell the buyer pack.

Supplier shortlist + quote comparison + risk notes + next action. Charge before marketplace features.

05

Two-week validation sprint.

The goal is evidence, not completeness.

DaysActionExit criterion
1–2Ef memory dump + choose first two categories + prepare supplier/buyer/RFQ templates.10 names worth contacting.
3–5Enter 20 suppliers and 20 Japan buyer/importer leads into CSV/database.At least 10 supplier outreach messages sent.
6–9Buyer outreach with specific asks around décor/textiles/accessories.3 real buyer conversations or explicit product requests.
10–14Send RFQs, collect catalogs/quotes, generate first buyer pack.One paid pilot, sample request, or explicit buying mandate.
06

What not to do.

Constraints preserve speed and credibility.

No

No public marketplace

Without density, it is a trustless catalog and a distraction.

No

No DDP promises

Importer-of-record, taxes, broker liability, and compliance must be solved first.

No

No compliance guarantees

Food, cosmetics, electronics, child safety, and medical categories need partners.