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NAVIRO Investment Memo

The AI Agent for Audience Building

The next wave of AI isn't just automation - it's specialized agents becoming the workforce behind every industry. NAVIRO is building the contextual AI brain that processes millions of behavioral signals to identify and convert superfans - the 10% driving 70% of revenue across digital communities. We're automating what once required teams of analysts into an intelligence layer that gets smarter with every interaction, creating the playbook for community growth from Fortune 500s to gaming giants, sports leagues, and creators.

Investment Summary

NAVIRO highlights:

Onboarded 14 B2B paying users In 7 weeks with no marketing and 0 churn leading to $44k in ARR. Including the No.1 artist management in the world (U2, Harry Styles, Bon Jovi) and No.1 outside of north America (Lana Del Ray, Mabel), with a strong pipeline incl. industry giants next.

500B TAM by 2027 with Clear path to $100M+ ARR by capturing 3% of creator economy at scale (120,000 creators), top 1% of brands and 10% of artists' management.

Bootstrapped SaaS with proprietary AI model creating value for both B2C (creators, artists, gamers, sports) and b2b customers (labels, agencies and brands)

Highly defensible technical implementation with proprietary data processing and gathering system.

Exceptional team with unique domain expertise in the technical, creative and marketing industries, — attracting key talent pre-raise on faith. (Ex-head of Global Marketing Universal Music, Ex-CEO of SONA)

Pilots lined up with largest orgs in industry starting Jan and Febuary 2025, with deal values of up to 500k on success.

Our ability to land industry giants with minimal capital, combined with our sophisticated go-to-market strategy and strong unit economics, suggests we’re positioned to become the essential infrastructure layer for the creator economy.

Investment Thesis

Marketing success in 2024 hinges on building authentic online communities, but even industry leaders struggle to process the millions of daily cross-platform data points that signal audience behavior. Top teams manually analyze thousands of profiles, making sophisticated community building expensive and inaccessible.

NAVIRO's AI engine analyzes 50 key behavioral signals from vastly underutilized public data, turning it into actionable growth strategies in real-time. While everyone has access to LLMs, our purpose-built stack contextualizes community data specifically for growth. We focus on superfans – the 10% driving 70% of revenues – using predictive AI to understand what converts them and identify similar potential superfans. Superfans don’t just provide revenue, they become evangelists that amplify and create fan content, making them key to building high-value, high-growth communities.

We pinpoint exactly what actions drive community growth: which content resonates, which collaborations work, and what initiatives spark deeper engagement. Our engine learns from every interaction, creating powerful network effects and a strong defensive moat over time. We're already working with the teams behind top artists like U2 and Tyla, but our technology serves any organization building digital communities – from consumer apps to sports leagues. By decoding what drives superfan conversion, making enterprise-level community building accessible to everyone. This is the new future of audience growth, our MVP is live and the time is now.

Market Opportunity & Why Now

NAVIRO addresses the rapidly expanding MarTech market ($406B in 2024, growing to $760B by 2032) by democratizing advanced audience intelligence across both enterprise and independent creators. By contextualizing millions of cross-platform data points, we enable everyone from global brands to individual builders to unlock actionable insights from their communities. Capturing just 0.05% of this market represents a $200M+ opportunity, amplified by the massive shift toward digital community-based business models across all sectors.

Why Now:

AI Inflection Point: 2024 marks the moment when AI becomes powerful enough to solve complex data problems. Each industry has opportunities for specialized AI agents to solve key data problems and build highly defensible network effects. A few years from now, it will be next to impossible for new entrants to catch up.

Scale Problem: With 99GB/Second of audience data being generated across social media and 207M creators globally, the manual approach to community building has hit its limits. Millions of daily data points across platforms make human analysis impossible at scale.

Superfan Economics: The industry has shifted from broad marketing to superfan-centric strategies, recognizing these users as both revenue drivers and organic growth engines. Just look at how stock markets shift when Elon tweets to understand the power of a committed audience

Current solutions are built on outdated tech with outdated approaches:

Data remains fragmented across platforms, preventing a unified view of audience behavior

Systems only capture existing engaged users, missing vast pools of potential superfans in adjacent communities, with even the apex of enterprise consistently facing the same challenge.

Current tools are backwards-looking dashboards – they show your data but can't interpret what it means. Though enterprise teams spend millions annually on experts to analyze competitor strategies and predict audience trends, independent creators are left blind to their greatest opportunities.

While Sprout Social captured 75% of the enterprise social analytics market by solving data visualization, no platform has built the critical intelligence layer that transforms this data into actionable direction. We're creating the system that thinks like an enterprise analytics team – studying patterns across millions of creators, identifying winning strategies, and making that intelligence accessible to everyone. This democratizes what was previously only available to industry giants, while making the insights far more powerful through scale and state-of-the-art AI..

Five years ago, the superfan economy was unproven. Five years from now, vertical AI solutions will have locked in industry workflows. Today sits in the perfect window: the market has validated the superfan thesis, AI technology has matured, yet no platform owns the intelligence layer between data and action. With an estimated $91-173B in annual marketing spend searching for better solutions, deep expertise in both AI and community building, and technology that gets smarter with every user, we're positioned to capture this multi-billion dollar opportunity.

Product & Technology

NAVIRO is building the definitive AI agent for cross-platform community growth. Our system processes vast amounts of public behavioral data to decode the zeitgeist of communities and predict superfan conversion with unprecedented precision. Through our three-layer architecture, we're turning what traditionally required teams of analysts into an automated intelligence engine.

Data aggregation engine Our foundation is a sophisticated data processing system that maintains context across millions of daily interactions. Through proprietary Visual AI and platform-specific frameworks, we're building the richest dataset of superfan behavior patterns without requiring user opt-in. The system processes these signals through advanced pattern recognition algorithms, maintaining crucial context that other solutions miss.

Contextualizition layer At the heart of NAVIRO is our predictive engine that identifies community trends before they peak. By analyzing cross-platform behavior patterns, we map successful conversion strategies and optimal rollout timing. This self-learning system grows more precise with each enterprise deployment, creating a compounding advantage in superfan prediction.

Recommendation & Action Engine This intelligence translates into precise, actionable growth strategies. From real-time recommendations for doubling down on working strategies to automated superfan conversion playbooks, the system delivers platform-specific guidance optimized for maximum impact.

Technical Moat Our competitive advantage lies in building the most sophisticated AI agent specifically designed for community growth. Through our patent-pending methodology, we've achieved a 33,000% reduction in analysis cost ($1.50 vs $500 per account) and cut processing time from one week to 20 minutes.

The system's value compounds through powerful network effects: each successful conversion strengthens our predictive models, while enterprise deployments accelerate our learning engine. By capturing these community growth patterns now, we're building an intelligence layer that becomes exponentially more valuable with scale.

This combination of specialized AI, cross-platform insights, and network effects creates a sustainable competitive advantage that grows stronger as we expand. We're not just analyzing communities – we're building the definitive AI agent for predicting and converting superfans through deep understanding of cross-platform behavior patterns.

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[Fig1: NAVIRO’s Three layered Architecture]

Traction & Go-to-Market Strategy

With just $150K in initial capital, we've secured:

14 paying B2B customers with majority at $297/month, including industry giants such as the number 1 artist management company in the world and no.1 outside of North America.

Current ARR in sign-on value of $44 with zero churn

Advanced pipeline including The Orchard (40K artists), FUGA & UMG (100K-500k revenue opportunity)

Total Immediate pipeline value exceeding $600K ARR

In talks with largest label in the world 18 months ahead of roadmap.

Superfan predictive data was used to make a $10M decision for the world's largest artist, showcasing the unique power of NAVIRO’s insights and the team’s depth of data proficiency.

200 creators on the waitlist and 35 B2B pre-marketing signups.

Last 14 day user session metrics: Unique users: 45 Unique user sessions: 600 (increase in 3300%)

Deployments to production: 11 per week.

NAVIRO’s go-to-market is highly strategic. Rather than targeting the broad creator market immediately, we’re starting with the kingmakers - the top 100 management companies representing the most influential 3,000 artists in the West. This approach serves multiple purposes: it validates the product at the highest level, provides invaluable data for training our AI, and creates natural distribution channels for broader rollout.

The expansion strategy is methodical: first, dominate music (the most interconnected creative sector), then expand into creators, fashion, sports and brands at large through strategic pilots. we’ve already secured partnerships with key industry leaders in other vertices.

Team & Execution Capability

The founding team combines rare technical expertise with deep creative industry understanding:

Lola Leslie, CEO and Co-founder of NAVIRO, graduated within the top of her class from Trinity College in Computer Science and Business (2022) where she met her cofounder. Her technical expertise as a backend architect at 0xa, where she developed solutions for Fox Entertainment, combined with her experience consulting for prominent music industry clients including Snow Patrol's Jonny Quinn’s label and TAP Management, and Grammy award winning Artist Tyla, positions her uniquely at the intersection of technology and the creator economy.

Co-founder Ethan Monkhouse, also a Trinity College graduate, earned dual medals as the top performer in his class (2022) in Computer Science and Business. His track record includes generating over 8 figures for clients including Lexus, Audi and House of Bold, through AI-powered marketing solutions, pioneering automated systems that enabled agency scaling well before the widespread adoption of generative AI.

Together, their complementary expertise in technical architecture, AI-driven marketing automation and creator community building form the foundation of NAVIRO's mission to build the intelligence layer for the creator economy.

The broader team is equally impressive:

Mark Taurziner (CMO): Former Global Head of Marketing at Universal Music Group and led data strategy at Apple

Laura Jaramillo (CPO): Former CEO at SONA and CPO at Friends with Benefits

John Sin Clair (Founding Engineer): AI, blockchain and backend development expert with entertainment industry integration experience

The team has demonstrated remarkable capital efficiency, building an MVP with just $150K that attracted industry giants.

Competition & Defensibility

The competitive landscape breaks into two distinct camps, neither equipped to solve the superfan challenge:

Traditional social platforms like Sprout Social and Sprinklr dominate enterprise social analytics (75% market share) but require advanced expertise and miss crucial qualitative insights. Fan-centric platforms like Fanoly and Fancircles rely solely on opted-in fans, missing potential superfans entirely and the unique correlation of strategy with fan conversion. The public data aspect of NAVIRO primes us to serve the long tail, providing roadmaps and superfan insights to independent and emerging creators, without the need for enterprise-level team effort.

NAVIRO's competitive moat deepens through multiple reinforcing factors:

Exponential Network Effects: Every interaction across our platform supercharges our AI's predictive power. Each superfan conversion, content engagement, and community success makes our engine smarter at identifying what drives fan behavior. Large communities teach us patterns that help smaller ones grow, while niche insights inform broader strategies - creating a data flywheel that gets exponentially more powerful with scale.

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[Fig2: Network Effect]

Entrenched Market Position: Our platform becomes the central nervous system for community decisions, from million-dollar campaigns to daily content strategy. Teams build critical workflows around our insights, while our patent-pending technology captures proprietary patterns from industry leaders. This combination of deep organizational embedding and continuous technical innovation creates an ever-widening competitive moat.

Market leaders have already validated our technical advantage - with inbound partnership requests of indirect competitors and leaders in the space. This early interest from established players, combined with our expanding technical moat and rapid customer adoption, confirms NAVIRO's position as the emerging standard for audience intelligence and superfan conversion.

Business Model & Unit Economics

Our three-tier model strategically targets all creator economy segments while addressing a critical market gap: automation of manual data analysis workflows. For enterprises and agencies, we transform what typically requires 1-2 weeks of manual team effort into instant, automated insights. By leveraging public data intelligently, we deliver unique audience behavior patterns and engagement opportunities that would be impossible to identify through traditional analytics. The tiered approach lets us capture both long-tail independent creators seeking automated guidance and enterprise clients requiring deep, custom analytics - all while maintaining strong unit economics through value-based pricing and natural upgrade paths as users scale.

Creator Plan ($29/month):

Target LTV: $1,439 (48 months)

Projected churn: 4%

Payback period: 3 months

Business Plan ($297/month base):

Target LTV: $17,820 (60 months)

Projected churn: 1.5%

Payback period: 2 months

Additional creator accounts: $90/month

Team seats: $10/month

Enterprise (Custom pricing):

Designed for organizations with $10M+ ARR

API access and enterprise dataroom capabilities

Custom integration options

Current metrics are promising:

Small budget CAC testing shows 1:2 conversion rates, targeting 1:3 at scale

Zero churn among current B2B customers

Clear path to $1.07M ARR through identified B2B customers

Growth Path & Milestones

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[Fig3: Growth Path]

Current Traction (Private Beta)

14 B2B customers with majority at $297/month with 0% churn

Current ARR: $44k in sign-on value with zero marketing spend

Strong product-market fit in music vertical

Zero CAC and immediate payback period

Immediate Growth Pipeline

Strategic partnerships ready to deploy:

The Orchard (40K artists)

Q Prime & Redlight (400+ top-tier managers)

Three major marketing agencies (>$10M ARR each)

One RPM (1K artists)

Conversion rate testing shows a 1:2 ratio

Pipeline value: $120K+ ARR

Path to Series A Near-term Growth:

Clear path to 300 B2B customers ($1.07M ARR)

Expansion through existing cohort networks

Target CAC ratio at scale: 1:3

2-month payback period

Series A Targets: B2B Segment:

500 customers at $17,820 LTV (60-month)

1.5% churn rate

2-month payback period

Creator Segment:

5,000 creators at $1,439 LTV (48-month)

4% churn rate

3-month payback period

Target ARR: $3.5M with category leaders in each vertical championing wider rollout. Post-Series A strategy shifts to enterprise acquisition, leveraging proven success with industry leaders.

Use of Funds & Investment Terms

We’re raising a pre-seed round to drive to clear PMF, build out our team and make NAVIRO the best contextualization and recommendation system in the market.

Technical Leadership (71.5%) We're building an unbeatable advantage in predictive AI for community growth. This investment scales our infrastructure to process millions of daily interactions while reducing analysis time from 20 to 5 minutes. Our mobile-first approach (85% of current sessions) meets creators where they are, while attracting top engineering talent enhances our core predictive capabilities and enterprise API integration.

Strategic Growth (16%) We're leveraging partnerships with industry leaders like The Orchard, Firebird, and TAP Management to validate our technology at scale. By focusing on the top 1% of audience builders across Music, Fashion, Gaming, Sports, and Brands, we're kickstarting our recommendation engine and creating a wedge into the broader creator economy.

Operations (12.5%) As technical founders, we're automating our internal processes with exceptional efficiency, keeping our operational structure lean while focusing our resources on building the best solution and positioning in the market.

This funding accelerates NAVIRO's path to becoming the essential intelligence layer between audience data and revenue. We're not just building a product – we're creating the infrastructure that will power the next generation of audience intelligence, validated and adopted by the industry's most sophisticated players.

Appendix:

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Rise of The Superfan:

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https://www.musicweek.com/labels/read/umg-investor-presentation-reveals-major-s-plans-for-superfans-and-streaming-growth/090486⁠

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https://themusic.com.au/industry/why-superfans-are-worth-4-2-billion-to-the-music-industry/4VNf9fT39vk/28-07-23⁠

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https://www.voguebusiness.com/story/beauty/beauty-superfans-control-brands-fates-is-that-a-good-thing⁠

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Why Brands should prepare for the rise in superfans:

https://www.adweek.com/brand-marketing/why-brands-should-prepare-for-the-rise-of-super-fans/⁠

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Superfans are the new key to the creator economy:

https://amplify.nabshow.com/articles/capitalize-superfans-jack-conte/⁠

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Creator Economy Growth and Trends:

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https://www.goldmansachs.com/insights/articles/the-creator-economy-could-approach-half-a-trillion-dollars-by-2027⁠

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https://www.businessinsider.com/acquisition-spree-in-influencer-marketing-is-bolstering-the-creator-economy-2024-9⁠

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https://www.theinformation.com/articles/pro-weekly-creator-economy-m-a-isnt-as-quiet-as-it-might-appear⁠

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https://www.neweconomies.co/p/the-creator-economy-2025⁠

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https://explodingtopics.com/blog/creator-economy-market-size⁠

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Platform Visuals:

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[FIG1: Home Page and Strategic Daily Update]

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[FIG2: Content Analysis and Fan Engagement Page]

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[FIG3: Collaboration Analysis Between Artists, Creators and Brands]

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