Smartkarma

Smartkarma Highlights

Building the Leading Proprietary Investment Intelligence Platform for the AI Era
verified Proven · Profitable · Scaling
PRIVATE & CONFIDENTIAL
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01

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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02

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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03

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
At a Glance
Total Addressable Market
US$112B
by 2030
Revenue
US$11m, +33% YoY
FY26E Base; 95%+ Recurring
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.com
Real-Time Insight Proprietary Data On-Demand Expertise APAC-First AI-Ready High-Margin