The World's First
Family IT Platform
Replacing fragmented, technical tools with a unified, AI-guided experience that transforms tech-exhausted households into confident digital citizens.
The Opportunity in One Page
Caveo is building the world's first Family IT platform, an education-first, AI-guided service that helps multi-generational households achieve genuine digital security and confidence. We address a $69.1B global market by replacing the fragmented, fear-based, and technically overwhelming tools that currently fail everyday families.
The core insight is that cybersecurity is fundamentally an education problem, not an infrastructure problem. The tools exist. What's missing is the knowledge, guidance, and structure to use them effectively. Caveo provides that structure through 37 bite-sized learning modules, a 1,000-point scoring system, role-aware dashboards for every family member, and an AI guide that speaks plain English, never jargon.
Our model is built on a fiduciary pledge: we earn zero affiliate revenue, recommend against unnecessary spending, and succeed only when our families succeed. This is the opposite of every competitor in the market.
Three Simultaneous Failures
The average American household now manages 22 connected devices, yet 64% of Americans have never used a password manager, 73% reuse passwords across multiple accounts, and 81% have no formal backup strategy. This is not a technology shortage. It is a guidance shortage.
Failure 1: The Tools Are Too Complex
The cybersecurity industry was built by engineers for engineers. Password managers, VPNs, and backup solutions are powerful but assume a level of technical literacy that most families simply don't have. The result is a $416-$1,030 per year fragmented stack of point solutions with different logins, renewal dates, and no unified family view.
Failure 2: The Industry Profits from Fear and Confusion
Legacy players like Norton, McAfee, and Aura have built businesses on reactive monitoring. They alert you after a breach has already happened. They don't teach prevention. They don't build competence. And critically, they earn affiliate revenue from the products they recommend, creating a fundamental conflict of interest that Caveo eliminates entirely.
Failure 3: The Multi-Generational Gap Is Ignored
No existing solution addresses the reality of how families actually work. A Millennial adult child manages technology for aging Boomer parents who are the most targeted demographic for cybercrime. Seniors lost $3.4 billion to fraud in 2023 alone. The tools that exist are either designed for individuals or for corporate IT departments. Nothing exists for the family unit.
Jason Phillips founded Caveo after his father lost $4,500 to a phone scam and his cousin was impersonated on Facebook. These weren't failures of technology. They were failures of education, guidance, and accessible support.
The average tech-literate adult spends 35 hours per month on family tech support. That's nearly a full work week of compounding, repetitive tasks that Caveo eliminates.
The Home IT Department
Caveo is the governance layer for the modern family's digital life. We operate across four domains that enterprise IT departments have managed for decades, now adapted for households: Infrastructure, Security, Productivity, and Governance.
The ADKAR Framework, Applied to Families
Our methodology mirrors the ADKAR change management model used by Fortune 500 companies (Awareness, Desire, Knowledge, Ability, Reinforcement), adapted specifically for household digital transformation. We don't just hand families a checklist. We walk them through a structured journey.
AI as the Simplicity Engine
Our AI guide is the interface between complexity and confidence. It translates technical concepts into plain English, delivers personalized recommendations based on each family's actual setup, and provides contextual guidance at the exact moment a family member needs it. The AI doesn't replace human judgment. It makes human judgment possible for people who previously felt locked out of the conversation.
The Fiduciary Pledge
Caveo earns zero affiliate revenue. We recommend against unnecessary spending. We tell families when the free built-in tools are sufficient. This is the foundational trust mechanism that no competitor can replicate without dismantling their own business model.
The 1,000-Point Scoring System
Every family receives a security score out of 1,000 points. This score is not a marketing gimmick. It is a genuine capability map: 450 points for Level 1 (Essential Safety), 550 points for Level 2 (Intermediate Protection), and additional points for Level 3 (Advanced Optimization). A score of 1,000 represents legitimate, comprehensive security for a modern household.
Role-Based Architecture
Caveo supports five distinct family member roles, each with a tailored experience: the Family Tech Steward (the adult child managing everything), the Independent Senior (self-directed, privacy-conscious), the Supported Senior (needs guided assistance), the Digital Native (teenager or young adult), and the Casual User (the family member who just wants things to work). Each role receives a different onboarding flow, dashboard view, and curriculum path.
The Governance Charter
Every family that joins Caveo establishes a Governance Charter: a shared agreement about roles, permissions, and expectations. Who has access to what? Who gets notified when something changes? What happens to digital accounts when a family member passes? These are the questions that corporate IT departments answer with formal policy. Caveo answers them for families with consent-based, plain-English agreements.
When Caveo Acts as Guardian
For families with aging parents or members who need additional protection, Caveo provides a guardian mode. The Family Tech Steward can receive alerts about unusual activity, help with device setup, and monitor security progress without being intrusive. This is not surveillance. It is stewardship, with full transparency and consent from every family member involved.
The Business Case, Translated
A $9.74B Bottom-Up Opportunity
Bottom-Up TAM Calculation
Our bottom-up analysis starts with 40.6 million qualified U.S. households: multi-generational families with at least one member over 60 and one member aged 29-44 who manages family technology. Applying a 3.5x household multiplier (reflecting the average number of adults per qualifying household) yields 142 million total addressable users. At our $240 average revenue per user (ARPU), this represents a $9.74 billion annual revenue potential.
Why the Market Is Ready Now
Four forces are converging simultaneously. Cybercrime losses hit $16.6 billion in 2024 (FBI IC3), making digital security a mainstream household concern rather than a niche technical interest. The 73 million Baby Boomers aging into their most vulnerable digital years represent the fastest-growing and most targeted demographic. AI has finally made personalized, plain-English guidance economically viable at scale. And the COVID-19 pandemic permanently accelerated digital adoption across all age groups, creating demand that legacy tools are structurally unable to serve.
12-Month Milestones
Three Primary Segments
The tech-savvy adult child who manages digital security for their entire family. They are the unofficial IT department for their household, their parents, and sometimes their in-laws. They are overwhelmed, time-constrained, and deeply motivated by love and responsibility.
Tech-curious Boomers who want to manage their own digital security without relying on their children. They are self-directed, privacy-conscious, and deeply motivated by maintaining their independence and dignity. They are the most targeted demographic for cybercrime and they know it.
Non-technical Gen X professionals retiring after relying on corporate IT for 20-30 years. They are used to having an IT department handle everything at work. Now they need that same reliability for their personal lives. They have the income but not the time or interest to become cybersecurity experts.
Why Every Existing Solution Falls Short
The competitive landscape is not a single category. It is a fragmented collection of point solutions, monitoring suites, and OS-native tools, each solving one piece of the problem while ignoring the rest. Caveo is the first platform to address all four failure modes simultaneously.
The Point Solutions Problem: Forced Fragmentation
The All-In-One Suites Problem: Monitoring Without Education
The Four Competitive Gaps Caveo Exploits
It Starts With Lois and Dan
Caveo exists because I lived the problem I'm now solving. What started as helping my parents, Lois and Dan, navigate their first iPhones gradually became something much bigger: managing smart home devices, ISP plans, subscriptions, and cell service. I almost didn't notice how much I had taken on. It just made sense since I worked in tech. But as I got more involved, I started to see a pattern that troubled me. Technology was supposed to make their lives easier. Instead, it was making them harder.
They weren't just vulnerable to scammers. They were vulnerable to the entire ecosystem around them. ISPs like Xfinity quietly started billing for "free" equipment a year later. Local IT contractors would walk away assuming my parents understood what happened and how to prevent it next time. People who aren't technical and aren't strong negotiators consistently get the short end of the deal, invisibly and repeatedly.
Then in 2022, it got personal. My cousin texted me: someone was impersonating Dan on Facebook. Again. As I sat down to sort it out, my mom mentioned almost in passing that my dad had been scammed out of $4,500 through a phone-based social engineering attack. He'd spent hours on the phone and even made an in-person trip to the bank. The bank eventually covered the loss, but the damage was already done.
What hit me hardest wasn't the money. It was that they hadn't told me. Lois and Dan didn't want to be a burden. Even in the middle of a crisis, they put my feelings first. I felt responsible. This happened on my watch.
I also started to notice a quieter cost: roughly a third of every visit home was being consumed by troubleshooting. Hours fixing Wi-Fi or updating unresponsive apps, leaving exhausted and realizing I hadn't actually talked to them. They're getting older. Every hour staring at a router is an hour we can never get back.
Here's the insight that formed slowly. In my professional life, I've had years of mandatory cybersecurity training covering phishing, password hygiene, and more. Companies invest in this because they understand the risk. But my parents were handed powerful, interconnected tools and expected to navigate a minefield with zero onboarding. No education. No advocate. Just consequences.
The data confirms what I saw firsthand. According to the Family Online Safety Institute, 94% of elderly relatives turn to family for tech help. AARP research finds that 61% of adult children provide regular tech support to aging parents, averaging 3–5 hours monthly just on troubleshooting.
Family is the front line of defense. Right now, the front line is completely unprepared.
That's why I built Caveo. Not just to protect families from hackers, but to protect them from every part of the ecosystem that profits from their confusion. We're the advisor you should have had all along: one who tells you when you're being overcharged, recommends what actually works, and never profits from pointing you in the wrong direction.
It starts with Lois and Dan. That's also why I've assembled a team that shares this mission and brings the expertise to make it real.
Sequenced for Maximum Impact
The Strategic Moat: Family SSO & IAM
Phase 3 is where Caveo transitions from an education platform to infrastructure. Family Single Sign-On and Identity Access Management create the switching costs that transform Caveo from a subscription into a dependency. Once a family's digital identity is managed through Caveo, the cost of leaving becomes prohibitive. This is the enterprise IT playbook applied to households: start with education, earn trust, become infrastructure.
How Caveo Makes Money
Managed Services
For families that need hands-on implementation support beyond Remote Assist, Caveo offers Managed Services at $199/hour. This is not the core business model. It is a premium service that serves the most complex family situations while generating high-margin revenue and deepening the relationship with our most valuable customers.
The Privacy-First Revenue Model
Caveo's revenue comes entirely from subscriptions. We earn zero affiliate revenue, sell zero user data, and accept zero advertising. This is not a marketing position. It is a structural commitment that makes our recommendations trustworthy. When we tell a family they don't need a VPN, they can believe us. When we recommend a password manager, they know we're not being paid to say so.
From Friends & Family to 10,000 Paying Households
Phase 1: Organic & Referral (Now)
We are currently in stealth mode with 20 pilot families. The go-to-market begins with friends and family, then expands to targeted content marketing and community-based acquisition before any paid advertising. This sequencing ensures we have strong product-market fit evidence before spending on acquisition.
Content Strategy: Building the Category
Caveo's content pillars are Family Security, Change Management for Families, Scam Prevention as a Team Sport, Tool Consolidation, and Contrarian Thinking. Distribution spans owned blog (SEO-optimized), guest posts, podcast appearances, LinkedIn thought leadership, and Reddit community participation. The goal is to establish Jason and Caveo as the trusted authorities on family digital security with enterprise-grade methodology.
Partnership Channels
Geographic Expansion
The Inflection Point Round
We have reached an inflection point. The $250,000 SAFE round is about capitalizing on four converging forces to accelerate our go-to-market strategy. The technology is ready, the demand is proven, the competitive vacuum exists right now, and the audience is primed to act. This round is how we step into it.
The Four Converging Forces
37 Modules. 1,000 Points. Legitimate Security.
The Caveo curriculum was developed through analysis of the NIST cybersecurity framework adapted for consumers, review of 15+ enterprise security training programs, interviews with 50+ families about their actual security pain points, prioritization based on threat frequency and impact data from FBI IC3 reports, and pilot testing with 25 families to validate sequencing and difficulty progression.
Key Terms
Caveo uses plain English throughout the platform. These definitions reflect how we explain these concepts to families, not how the security industry defines them for engineers.