// investors · confidential

Bangladesh is the next AI labor arbitrage.

70M working-age population. $4B reskilling gap. A workforce platform with live cohorts, verified mentors, and a placement engine — built for the only market in South Asia growing faster than India.

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The thesis

Bangladesh has the demographic dividend of India 15 years ago, the internet penetration of Indonesia 10 years ago, and an under-developed reskilling layer. The opportunity is to be the operating system for that workforce as it transitions into AI-era roles.

India had Byju's, UpGrad, and Scaler each cross $1B+. Bangladesh has no equivalent and is 5 years away from the same inflection.

The wedge

Cohort-based AI + cybersecurity + remote-career bootcamps with placement guarantees, taught by operators currently in industry, priced in BDT for the local market and USD for diaspora.

Margin profile: 70%+ on cohort delivery. Unit economics positive from cohort #2 of any new program.

Why now

  • Bangladesh's IT export target: $5B by 2025, currently ~$1.5B — workforce is the bottleneck.
  • BB-mandated cybersecurity staffing across all FIs created a structural SOC analyst shortage.
  • USD remote contracting from BD is up 4× since 2022 (Wise data).
  • AI tooling lowered the time-to-employability from 4 years to 4 months.

Why this team

Operators, not academics. Direct industry placements. Built the technical platform end-to-end (TanStack Start, Supabase, real-time pipelines) — not a Notion-based course.

Detailed bios + cap table in the data room.

Data room

Deck, financial model, cohort retention curves, LTV/CAC, cap table, and reference contacts available under NDA.

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TAM
$4.0B
BD reskilling + workforce
SAM
$680M
AI/cyber/remote, 5yr
SOM
$95M
Cohort + enterprise, 3yr

The ask

Pre-seed / seed round open. Use of funds: senior engineering hires, instructor marketplace expansion, enterprise sales motion, and one acquisition target in the Dhaka tutoring space.

investors@bootcamps.bd · serious LPs only