AudioMob Pitch Deck: Slide-by-Slide Breakdown

The AudioMob Series A Teardown

AudioMob entered the market at a time when mobile gaming was exploding, but monetization was reaching a breaking point of user frustration. This 11-slide deck, used to secure a $16,000,000 Series A in 2020, focuses heavily on the 'unfilled gap' in the market: high-quality audio ads for a medium that is traditionally visual-heavy. By leveraging the growth of the audio sector (podcasts, music streaming) and applying it to the massive gaming audience, AudioMob presented a clear arbitrage opportunity for investors.

Slides 1-3: The Emotional Hook and Problem Definition

Slide 1 is a standard title page, clearly stating the value proposition: "Serving Digital Audio Ads in games." It establishes the brand identity immediately without unnecessary fluff. Slide 2 dives into the problem, identifying two main pain points: the struggle for developers to find new monetization methods and the 'intrusive' nature of current in-game adverts that ruin retention. The visual of a paused game with a video play button serves as a relatable trigger for anyone who has played a mobile game.

Slide 3 is perhaps the most effective slide in the deck. Titled "Everyone Hates Video Ads," it features a collage of real user reviews from the App Store and Google Play. The reviews, such as those from 'Bryson Self' and 'Aideen Ryan,' are highlighted to show the word "ads" appearing repeatedly in negative contexts. This slide moves the problem from a theoretical business challenge to a visceral user experience failure, making the need for a solution feel urgent.

Slides 4-5: Validation and Market Opportunity

Slide 4 , "Companies we have met," serves as a proxy for traction. While the deck does not list signed contracts or revenue on this slide, it lists heavyweights in two categories: Ad Networks (PubMatic, Vungle, InMobi, Tapjoy, MobFox, AdColony) and Game Studios (Voodoo, Rovio, King, Gameloft, Google Play, Ubisoft, Harmonix, Digit, Riot Games). For a Series A deck, showing this level of access to the industry's gatekeepers is a strong signal of product-market fit potential.

Slide 5 quantifies the opportunity. It cites TechCrunch stating that gaming represented 78% of all app store spend in 2018. It then pivots to the audio market, noting 23% growth in audio advertising revenue (to $2.3 billion) according to the IAB. The 'kicker' on this slide is the CPM comparison: Spotify audio ads achieving $5 to $30 CPMs. This suggests that if AudioMob can successfully port these high CPMs into the gaming world, the revenue potential is massive.

Slides 6-8: The Technical Solution and Product Specs

Slide 6 explains the mechanics of the platform. AudioMob acts as the central node between Demand (Advertisers) and Supply (Ad Networks/Publishers). The technical delivery is handled via a Unity Plugin or DSP. This slide is crucial because it shows that AudioMob isn't just a broker; it's a technology layer that integrates directly into the game development workflow.

Slide 7 introduces the "AudioMob Format." It describes their ability to detect audio signals within games to deliver "audio enhanced banner ads." The visual suggests a non-intrusive experience where the user continues to play while the audio ad runs. Slide 8 goes deeper into the "Format Breakdown." It lists specific tracking capabilities: Clickable, Mutable, Closable, and Full control of gameplay. Most importantly, it introduces "New Audio metrics," such as 'Quartile listened to' and 'Sound On / Off,' which are essential for proving ad efficacy to buyers.

Slides 9-11: Business Model, Team, and Exit Strategy

Slide 9 outlines the business model and market sizing. The company uses the standard TAM/SAM/SOM framework, claiming a $35B TAM, a $3.6B SAM, and a $224M SOM. The revenue model is a simple percentage share of the advertising CPM. While the slide is clean, it lacks the specific 'bottom-up' calculation that some rigorous investors look for, relying instead on large industry figures.

Slide 10 introduces the leadership. CEO Christian Facey and CTO Wilfrid Obeng have the 'pedigree' that Silicon Valley and London VCs often prioritize. With logos for Facebook, Google, and Goldman Sachs prominently displayed, the slide communicates that the founders have both the technical chops to build the product and the corporate experience to navigate large-scale partnerships.

Finally, Slide 11 addresses the 'Exit' question. It lists four major AdTech exits: Vungle ($750m), AdMob (acquired by Google for $750m), Adswizz ($145m), and Triton ($150m). By showing these comparables, AudioMob is telling investors that there is a well-trodden path for acquisition in this space, particularly by giants like Google or Blackstone.

What Works in the AudioMob Deck

The deck is exceptionally focused. It doesn't try to solve all of advertising; it only tries to solve audio in games. The use of social proof via negative reviews (Slide 3) is a brilliant way to build empathy for the user, which in turn justifies the product's existence. Furthermore, the CPM comparison on Slide 5 provides a clear financial incentive—it shows that audio isn't just 'nicer' for the user, it's potentially more lucrative for the developer.

The 'Companies we have met' slide (Slide 4) is a clever way to show momentum without disclosing sensitive revenue data. In the world of Series A, showing that you are already in the room with Riot Games and Ubisoft is often enough to prove that the industry takes your solution seriously.

What is Missing from the AudioMob Deck

The most glaring omission is hard traction data. There are no charts showing month-over-month growth, no mention of current Monthly Recurring Revenue (MRR), and no case studies of specific games that have seen a lift in retention or revenue after implementing AudioMob. While the 'Companies we have met' slide is good, it doesn't confirm who is actually paying or how much volume is flowing through the system.

Additionally, there is no 'Ask' slide in this version of the deck. We know from catalogue facts that they raised $16M, but the deck itself does not specify the amount sought, the valuation, or the intended use of funds (e.g., hiring 20 engineers, expanding to the US market). The unit economics—specifically the take-rate percentage—are also left vague, described only as a "percentage share."

What a Founder Should Copy

The Emotional Problem Slide: Use real customer pain (reviews, tweets, support tickets) to prove the status quo is broken. It is much more convincing than a bulleted list of 'pain points.' · The Proxy Traction Slide: If you don't have massive revenue yet, show the caliber of the people who are willing to take a meeting with you. It proves you have 'permission to play' in the industry. · The Comparative Exit Slide: Especially in AdTech or niche SaaS, showing that similar companies have exited for $100M+ helps investors visualize their 10x return. · Metric Specificity: Don't just say you track 'data.' Slide 8 lists exactly what they track (Quartiles, Sound On/Off), which shows a deep understanding of what the end customer (the advertiser) actually values.