5-3-16 Investor Deck

1. UNLOCKING THE HIDDEN VALUE
OF SOCIAL INFLUENCE
Investor Presentation
© 2016 Ninja Metrics® Inc.

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We all influence each other in various ways
Using your customer data--not social media--you can identify your most influential customers.

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OLD WAY NEW WAYVS
© 2016 Ninja Metrics® Inc.
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THE HIDDEN
IMPACT OF YOUR
AVERAGE JOE
Celebrity endorsements are good, but
influence from your average joe is more
impactful and easier to measure.
Joe buys a pair of shoes, and his friends are
influenced to buy them too. This influence can
now accurately be measured.

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Use actual gaming or transactional data to
detect patterns, validate assumptions, calculate exact $$$
influence, test interventions, validate results
OUR THESIS:

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Validation at scale
• 850m real consumer accounts tested
for predictions vs. actuals.
• How? If someone has $100 in
influence and drops out, their
friends should spend $100 less.
• Actuals vs. predictions in our system
average 85% accuracy for online
businesses and 75% accuracy at
brick-and-mortar stores.
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X

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Unique Team & Resulting Defensibility
• The best university researchers in the world
developed the technology while working on a
large NSA big data grant to track terrorists.
• After spinning out the IP, it took our highly
specialized and unique team of 10 people six
years to perfect, productize and scale the
algorithm, i.e. 60 man-years of effort.
• Huge barrier to entry.

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What can you do with it?
INCREASE
REVENUE
PRODUCT
TUNING
REDUCE
CHURN
OPTIMIZE USER
ACQUISITION
When the "cool kids" buy,
others follow. Give them deals
and reach everyone.
When you know what the cool
kids like, you know what
everyone else is about to like.
Make more of it, push it out
and enjoy the results.
If an influencer leaves, others
follow. Proactively see and
prevent this with predictive
churn models.
Know who the important
customers are (Social Whales)
and get more of them, more
efficiently, via performance
marketing

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What is the thing, and how does it go?
• Katana is an infinite scale SaaS software product that
lives in the Amazon cloud. It takes in customer data
and produces Social Value results in clean files or in
beautiful dashboards.
• Integration: via SDKs & Log processing
• Security: OWASP Compliance, monthly and quarterly
penetration test, and automated intrusion detection
• Pricing: MAU based
• Product: A set of results presented in
dashboards and APIs

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Case Study: Monetization in Retail
Case Study: User Acquisition in Games
CASE STUDIES

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Long-term Vision: a Social FICO Score
• Central repository for user Social Value by
sector
• Enable companies to make acquisition and
retention decisions based on real data
• Target influencers by Social Score,
category, sub-category, and demographics
• Make increasing revenue via acquisition
and retention as easy as clicking a button
Mike Smith
Age: 36
Social Score: 732/1000
Gaming
Individual value $32.46
19th percentile
Social value $116.22
82nd percentile
Total value $148.68
63rd percentile
E-Commerce
Individual value $96.20
74th percentile
Social value $16.11
16th percentile
Total value $112.31
55th percentile

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Business model and Go-To-Market
• SaaS model based on number of tracked
consumers. ACVs range from $12-60k.
• Recurring revenue, annual contracts, paid up front
• Enterprise model with local installation and
support, larger flat fees. ACVs range from $100-
300k.
• Initial direct sales, moving to platform
partnerships in the API economy (PoS, analytics
and ecommerce engine firms)

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Company Evolution
UP TO 2016 2016 2017 & BEYOND
12 in development,
early POCs & trials,
total revenues of
$1.4M
Scaling the company
in gaming, retail,
e-comm,
entertainment

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Deep expertise and industry experience
Dmitri Williams
President, Co-Founder
World expert, analytics
Fabian Schonholz
COO
Multiple-time CTO and
COO of startups and
Fortune 500s
Jeremy Monroe
CCO
GM, Wargaming
America, 15 years in
gaming and CRM
Jaideep Srivastava
Co-Founder
World expert, data
science and
machine learning
Peter Williams
CFO
25 years
C-level finance and
accounting
• Headcount of 13, primarily engineers and data
scientists
• Deep expertise in analytics, consumer behavior and
software development
Yuri Pikover
CEO
Multiple large exits,
CEO, CMO, COO,
investor

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Summary
• Unique, proven, and defensible IP, scalable
technology: Huge competitive differentiation
and barriers to entry
• Very large and untapped market opportunity
• World-class team
• Capital efficient business model
• Reasonable financing
• Strong exit opportunity