Curb turns the $300–$1,000 a videographer charges per listing into an automated, branded, MLS-compliant output an agent can ship on every single home. We start with video and expand into the full visual-marketing stack.
It was always too slow and too expensive. That single constraint just broke. The adoption gap is the whole opportunity.
Seedance 2.0, Veo 3.1, Kling 3.0 do stable image-to-video at 1080p. Visible artifacts fell from ~3-in-10 to ~1-in-15.
Inference is now ~$0.05–$0.15 / second. A full listing video costs cents to a few dollars in raw compute.
Post-NAR-settlement, agents have to justify their fee. Cheap, high-quality differentiation is a tailwind.
For the first time, "video on every listing" is economically possible.
That is a ~99% cost reduction on a thing buyers and sellers already say they want. Gross margins clear 80%+ even at SMB price points.
Our in-house create-listing-video pipeline already scrapes a Zillow listing, generates drone aerials, animates each photo with Seedance 2.0, adds title cards and licensed music, and exports a finished walkthrough. Day-one credibility, not a whiteboard.
~4.5–5M sellable listings a year. Fundable as a seed-stage vertical-AI bet, but $100M ARR sits at the top of the range, or beyond video.
So we do not sell to "3M licensees." We target the full-time, marketing-spending, video-inclined producers, then expand into teams and brokerages where churn collapses and seats compound.
The niche went from <12 tools (Jan 2025) to 40+ (Feb 2026), yet VCs have funded none of them. No category winner has been crowned.
Everyone rents the same Seedance / Veo. Quality alone is not a moat, and Zillow or Canva could ship this natively.
Lock a photographer network, brokerage, or MLS channel before competitors do.
Brand kits, CRM + MLS integrations, listing import. Raise switching cost.
Proprietary fine-tuning that kills uncanny-valley warped walls and hallucinated furniture.
Position as the visual-content layer for real estate, not "an AI video tool."
Target CAC under $150 on solo agents via referrals; net revenue retention above 110% through team expansion.
Bundle every output format per listing to neutralize competitors who charge per format. With cents-per-video COGS, price for seats and retention, not unit margin.
$85M+ ARR, 87K agents, $22M Series C (Bessemer). The RE marketing suite scales and funds.
Bootstrapped, acquired by Zillow (Oct 2024). Proves acquirer appetite for RE visual AI.
$104M ARR, acquired for ~$1.6B (Feb 2025). The adjacent ceiling is real.
AI startups took 41% of all 2025 VC dollars, rising to 54% in early 2026. Median AI seed ~$3.2M at ~$20M. Vertical AI is fundable, but underwritten with discipline.
Self-serve URL-to-video, branded multi-format output, one CRM integration.
A photographer network, brokerage, or MLS. Distribution is the whole bet.
CAC < $150, NRR > 110%, sub-6% monthly churn. Then a $2–5M seed on a distribution story.
Kill criteria are explicit: if gross churn stays above 6%/mo with flat NRR by month 6, we pivot to brokerage-only or shelve it. No sunk-cost drift.