Smartkarma

Smartkarma Highlights

verified Proven · Profitable · Scaling
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Durable, Competitive Advantage

  • Only platform unifying real-time insight, specialist alt-data, and on-demand expertise across special-sits, index and ECM
  • Global blue-chip customer base of 300+ Tier-1 financial institutions, corporates and exchanges with US$14T+ in AUM
  • 10+ year insight archive serves as a proprietary data exhaust and grounding layer for AI-ready workflows
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Financial Inflection

  • Advance-payment model with 95%+ recurring revenue; shifting mix towards first-party data assets with 90%+ gross margin
  • Premium subscriptions scaling to 65% of mix. Proven land-and-expand, with top-5 client revenue up 3× in the last 4 years
  • Material operating leverage driving 2026E gross profit +57% YoY, EBITDA margin 2% → 11% (Base) / 15% (Bull)
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Consolidation Thesis

  • Fragmented market ripe for a Buy & Build; global contracts allow for immediate cross-sell. APAC-leadership & asset-light
  • Identified pipeline of $100M+ cumulative LTM ARR across target opportunities, plus a maiden acquisition of a commodities data platform
  • Demonstrable track record with 10.6× valuation growth across 6 consecutive, structured up-rounds
Key Products & Services
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Realtime, Independent Insight

Differentiated verticals: Event-Driven, Index Rebalance, ECM & Forensic Accounting, streamed across 100% of GICS sectors.
100k+ Insights · 10k+ companies · 10+ yr archive
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Premium Alternative Datasets

Proprietary alt-datasets for systematic & quant desks across flow, credit, POS & commodities, sold per-pod (US$25–200k).
~30 proprietary datasets
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High-Touch Analyst Access

Bespoke analyst desk access and expert engagement layered on the platform, sold per-pod for high-conviction workflows.
Analysts quoted 7×/day in financial press
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pvtIQ · Private Markets

New 2025
Independent research & data on Asia's private and pre-IPO markets, in collaboration with MAS and SGX.
US$74B SE-Asia tech invested since 2014
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αSK AI Copilot

New 2025
Always-on assistant with agentic workflows: company primers, meeting prep, Synthetic Expert Transcripts & more, on an ML-personalised, omni-channel platform.
Primers · meeting prep · synthetic transcripts
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Active Indices & Portfolios

New 2025
Research-native model portfolios, thematic baskets & ETF concepts that turn insight into investible infrastructure.
SG All-Cap Value-Up +169.8% (May'20–Sep'25)
At a Glance
Total Addressable Market
US$112B
by 2030
ARR
US$11m, +33% YoY
FY26E Base
Gross Margin Profile
60%+
long-term target
2026E Gross Profit
+57% YoY
FY26E Base
EBITDA Margin
2% → 11%
2025 → FY26E Base
M&A Pipeline
>$100M ARR
identified target pipeline
Investor Base
Singapore Exchange
Peak XV (Sequoia) · Enterprise SG · Jungle · Wavemaker
Track Record
6/6 Up-Rounds
10.6× valuation growth
Smartkarma vs Alternatives
AI Tools
Trusted primary insight, not public AI outputs
ChatGPT · Perplexity · Hebbia
News & Data Terminals
Real-time insight & data, not after-market reports
Bloomberg · FactSet · AlphaSense
Expert Networks
Always-on access & data, not one-off, MNPI-risk calls
GLG · Tegus · Guidepoint
Specialist Data Firms
Multi-asset data plus context, not single-vertical silos
ReOrg · CFRA · CB Insights
Crowdsourced Research
Institutional-grade & compliant, not variable quality
SeekingAlpha · SumZero · StockTwits
smartkarma.com Building the Leading Proprietary Investment Intelligence Platform for the AI Era
Real-Time Insight Proprietary Data On-Demand Expertise APAC-First AI-Ready High-Margin