Powerpoint exploring the locations used in television show Time Clash
Confection Investor Pitch Deck
1. a data management solution for the post-cookie world
confection.io/investors get@confection.io
Confection
2. 2
On January 14, 2020, Google made a really big announcement:
… we plan to phase out support for third-party cookies in Chrome. Our
intention is to do this within two years.
Justin Schuh, “Building a More Private Web: A Path towards Making Third Party Cookies Obsolete” (https://blog.chromium.org/2020/01/
building-more-private-web-path-towards.html)
confection.io/investors
3. 3
For professional marketers — almost 1,000,000 people in the US
alone — and the enterprises they serve, this is a game changer.
ad targeting
progressive profiling
auto-filling forms
engagement tracking
many forms of marketing automation
many web-to-lead forms
See https://www.quora.com/How-many-marketers-are-there-in-the-US and https://www.quora.com/How-many-professional-marketers-
are-there-in-the-world
confection.io/investors
4. 4
Once third-party cookies become obsolete, the cornerstone
resources professionals rely on each day become far less useful.
The fundamentals of the modern marketing playbook need to be almost entirely
rethought.
confection.io/investors
5. 5
What is this going to look like? Check out Brave. It’s a privacy-
focused, ad-free web browser.
To say it’s aggressively secure is an understatement. If you want to get a sense of what a
cookie-free world will look like, download it @ brave.com Then, visit some of your
favorite enterprise sites.
confection.io/investors
6. 6
What do you see?
broken/missing third-party forms
(HubSpot, Marketo)
little (if any) usable cookie data
blocked scripts
no targeted ads
the end of the world*
* Slight exaggeration.
confection.io/investors
7. 7
The promise of targeted marketing has been rolled back in favor
of "walled garden" audience groupings. Coincidentally, in many
cases these are defined and controlled by Google.
We’re reverting to the sorts of centralized, monolithic demographic models that mass
media has offered since the 19th century. This is progress?
Maybe it’s just a monopoly using GDPR as an excuse to flex its muscles.
See Seb Joseph, “In the absence of third-party cookies, publishers are building walled gardens of their own” (https://digiday.com/
marketing/absence-third-party-cookies-publishers-building-walled-gardens/)
confection.io/investors
8. 8
At the moment, Brave has a fraction of Chrome’s monthly active
users.
See https://cointelegraph.com/news/crypto-friendly-browser-brave-hits-8-million-monthly-active-users and https://www.techradar.com/
news/most-popular-google-chrome-extensions
Chrome MAU
1,000,000,000
Brave MAU
8,000,000
confection.io/investors
9. 9
But imagine a world in which the Chrome experience has
become more like Brave. It’s now affecting 1,000,000,000 users
each month.
When this happens, 60%+ of web users* will have a browsing experience similar to
Brave. Without some sort of intervention, professional marketers and sales teams (and
the companies who employ them) are going to lose big.
* See https://en.wikipedia.org/wiki/Usage_share_of_web_browsers
confection.io/investors
10. 10
This is where Confection comes in.
It's a data management solution for the post-cookie world.
Hey!
confection.io/investors
11. 11
It's good for business.
GDPR/CCPA compliant
Keep generating the data you
need to do your best work (even
post cookie)
Un-blockable
Easy to install
Lightweight
Integrates with existing apps
It's good for people.
GDPR/CCPA compliant
Manage, delete, and even
monetize personal data
It’s good for investors.
Rapid scale/value creation
Extraordinary potential for data
capture
confection.io/investors
12. 12
It’s good for business.
GDPR/CCPA compliant
Keep generating the data you
need to do your best work (even
post cookie)
Non-blockable
Easy to install
Lightweight
Integrates with existing apps
Rapid scale/value creation
It’s good for investors.
Extraordinary potential for data
capture
Imagine the cookie has been
centralized and proprietary since
the early 90s.
We’d have 30 years of global, platform-agnostic
form submissions, content interactions, and
other marketing data. Suddenly, the data stores
at Google and Facebook look pretty quaint.
It's good for people.
GDPR/CCPA compliant
Manage, delete, and even
monetize personal data
confection.io/investors
13. 13
For business, Confection is lightweight, flexible, and frictionless.
It’s built on a leading PaaS vendor which will give us instant, on-demand (and practically
infinite) scale.
Businesses install
Confection with a single
server-side script.
Data flows out via API and
third-party integrations.
From there, it can be sent
anywhere: a CRM, a
marketing automation
solution, &c. It integrates
with the apps businesses
already use.
I collect form data
(and other
information
traditionally managed
via cookies) in a way
that browsers cannot
block. This is my
special sauce. #yum
confection.io/investors
14. 14
Confection gives people better control over their data.
It centralizes and standardizes previously fragmented information. People can manage,
delete, and monetize their data. GDPR/CCPA compliance are baked right in.
confection.io/investors
✓ It allows us to manage,
delete, and monetize our
data.
✓ It shows us the data that’s
been collected, its age and
source, and how (and by
whom) it’s being used.
✓ It allows us to opt out.
✓ It lets us be forgotten.
✓ The company doesn’t sell
our data to third parties.
✓ It keeps our data secure.
Why do we like Confection?
15. 15
“So why are you raising money?”
Because “Uh-Oh Day” is coming. It’s a tremendous opportunity, but it also scares the
heck out of us.
confection.io/investors
16. 16
People are procrastinators by nature. And embracing post
cookie involves a lot of work, even if one knows where to begin.
Awareness is also relatively low vs. other marketing concepts, and interest seems to have
fizzled pretty quickly after Google’s announcement. People have their heads in the sand.
Interactive Google trend chart: http://bit.ly/confection-gt
Google Announcement
confection.io/investors
17. 17
But there will be a day when
people wake up and find their
ads and 3rd-party forms aren’t
working.
This is Uh-Oh Day. And on January 14th,
Google told us it’s coming “within two
years.”
confection.io/investors
18. 18
From now on, we’re focused on one thing: making sure we can
take maximum advantage of Uh-Oh Day.
When the world wakes up and sees Google has flipped the switch, as it were, and third-
party cookies are truly a thing of the past; when marketing pros begin searching en
masse for "what happened to my forms and ads“ and “what do I do without cookies” —
we want to be ready with a frictionless, affordable path to salvation.
Uh-Oh Day is coming. It’s getting closer every minute. We need to work hard and fast,
and this is why we're raising money.
confection.io/investors
19. #yoink 19
Put plainly:
When Google discards the cookie for good — which it will do at some point in the next
two years — our goal is to (a) capture its total accumulated value and (b) replace it, all at
once, likely in a matter of weeks.
Like most software markets, we have a winner-take-all mandate. And this one is going to
happen much faster than usual.
confection.io/investors
20. 20
Here’s our timeline for the next 24-36 months.
Building, scaling, and (maybe) exiting in 24-36 months — it’s going to be quite a ride.
Build App &
Close Seed
Round
Beta Launch Early
Adopters
Fine Tune User-
Acquisition Process
(Marketing >
Onboarding).
Remove Friction.
Prepare for Rapid
Hyperscaling.
Uh-Oh Day Hyperscale (Potential)
Exit
Q2 2020 Q3-Q4 2020 2021 2022
RIGHT NOW
Months (Potentially Weeks) →
confection.io/investors
21. 21
We shouldn't underestimate the possible impact of Uh-Oh Day.
We could grow 1,000s of times in a matter of weeks. This presents both infrastructure
and accounting challenges, but it also offers attractive revenue opportunities. Our PaaS
vendor offers one-click scaling, but we'll incur costs for leveraging it. Assuming every
user is worth at least $100 MRR, though, it’ll be well worth it.
$0.00
$25,000,000.00
$50,000,000.00
$75,000,000.00
$100,000,000.00
Users @ 100x Growth Revenue @ $100 MRR/user Platform Expenses
Months (Potentially Weeks) →
confection.io/investors
Uh-Oh Day
22. 22
Our business model is simple and thoroughly proven.
Following the lead of AWS and data vendors like Pipl and Clearbit, we’re going to
charge enterprise customers based on usage. In our case, we’ll build affordable
recurring packages that offer businesses a certain number API requests each month.
We’ll then bill them for each request above that. In time, we’ll begin sharing a
percentage of this revenue with web users, allowing people to monetize their personal
data and incentivizing them not to opt out of our system. (It’s also the right thing to do.)
Monthly Fee Monthly API Requests Each Additional Request
$99 1,000 $0.25
$199 2,500 $0.15
$399 5,000 $0.10
$499 10,000 $0.05
Custom Pricing 10,001+ (Bespoke, High-Request Enterprise Plan)
confection.io/investors
23. confection.io/investors 23
That’s it!
We hope you’ll join us as we position ourselves to take advantage of Uh-Oh Day. This is
an exciting challenge and a rare opportunity to capture a lot of value quickly. We’re
planning to use the funds we raise as outlined in the chart below.
Uh-Oh Day Marketing/
PaaS Reserve
50%
Marketing &
Sales
15%
Dev, Leadership
& Admin
25.00%
Immediate-Term
Infrastructure Costs
10.00%
Super! Give us a shout:
Quimby Melton (Founder)
linkedin.com/in/oqmelton
(702) 521 6711 (CA, USA)
get@confection.io
confection.io/investors
crunchbase.com/organization/confection
“I want in.”