Initial market

We start inside the most operationally complex part of hospitality.

Concya serves the groups operating restaurants and bars inside mid-market, upscale, luxury, resort, and convention hotels.

See the market model Talk to Concya
Group HQOne contract
Hotel 01Five operating environments
Restaurant
Bar
Rooftop
Room service
Banquets
Hotel 02Repeat across the group
Hotel 03Repeat across the group
One group contract multiple hotels multiple outlets

The group is the buyer. Every outlet compounds the need.

We land where daily operations are live, then expand across the property and portfolio.

Who we sell toWhat they operateWhy they buy
Hotel ownership groupsRestaurants and barsStaffing, stock, suppliers, and service constantly change.
Hotel management companiesMultiple propertiesEvery new property multiplies operational complexity.
Third-party hotel F&B operatorsSeveral outlets and hundreds of employeesHeadquarters lacks one live view across every venue.
1K–2Kdirectional U.S. hotel F&B operator groups
12K–15Kfull-service, upscale and luxury hotels with meaningful F&B
$46Bannual U.S. hotel food and beverage spending

The ICP count is directional; AHLA reports more than 64,000 U.S. lodging properties overall but does not enumerate this operator subset. Industry spending: Oxford Economics and AHLA, 2024 hotel economic impact.

A $598M annual revenue opportunity inside U.S. hotel F&B.

Industry spending defines the market. Subscription revenue plus a 1% net transaction take define Concya’s opportunity.

TAM$46BAll U.S. hotel F&B~$598M annual Concya opportunity
SAM$20B–$25BHotel restaurants and bars~$260M–$325M annual opportunity
3-year SOM50 groups400 activated outlets$4.6M annual revenue

Modeled assumptions: approximately $2M annual sales per equivalent outlet, $500 monthly outlet subscription, $1,000 monthly group subscription, and a 2% network fee split equally with the personal-agent partner, leaving 1% net to Concya.

The $20B–$25B SAM is a modeled restaurant-and-bar share of total hotel F&B after excluding banquets, room service, minibars, and other formats. The three-year SOM assumes 50 groups, eight activated outlets per group, and 20% of outlet sales sourced through agent commerce.

We start with the restaurant. We become the protocol for the entire stay.

Operations create the supply-side network. That network earns the right to coordinate guest demand.

Now$46B

Hotel F&B

Operate restaurants and bars inside hotels.

Next$139B

Hotel-guest dining

Coordinate dining throughout the stay.

Vision$786B

Total guest economy

Connect agents to lodging, dining, transportation, recreation, and experiences.

Lodging$235.5B
Food and beverage$139.1B
Transportation$185.1B
Recreation$90.8B
Gaming$47.7B
Retail and other$88.4B
Total annual guest spending$786.5B

Guest-spending figures: Oxford Economics and AHLA. Values shown above are annual U.S. commerce, not Concya revenue.

We land through one restaurant. Expand across every outlet. Then become the operating layer for the hotel group.

Build the first property