INCYMO AI is a B2B SaaS platform that automates the creation of video ad scenarios for mobile games, aiming to solve the '10/10 pain' of finding high-performing creative ideas. The deck highlights a strong start with 4 initial clients and a claim of x10 more ROAS from creatives. With a lean $300k ask, the company intends to hit a $160k MRR target and a $40M valuation by the end of 2023. While the deck is visually aligned with the gaming industry, it relies heavily on aggressive growth projections, such as scaling from $3.5k MRR to $160k MRR in a single year. The team brings relevant experienc…
Key takeaways
- The company identifies a critical pain point where 100% of surveyed UA Gaming Leads struggle to find winning ad creative ideas (Slide 2).
- INCYMO AI claims their 'smartUA' product delivers x10 more ROAS from creatives based on 4 initial client cases (Slide 3).
- The business model is based on a dual pricing strategy: $199 per scenario or approximately $4k per game per month (Slide 6).
- The Total Addressable Market (TAM) is calculated at $71.5B based on the number of apps in Google Play and the App Store multiplied by their monthly fee (Slide 7).
- The roadmap shows a previous $500k angel round in 2021 and a goal to reach $24M in annual revenue by 2024 (Slide 12).
- The current ask is for $300k in investments to reach specific KPIs requested by a16z for a future Round A (Slide 11).
- The team slide mentions 12 additional team members who are 'unlocked' only after investment, a non-standard disclosure method (Slide 10).
- The company projects a massive leap in valuation to $40M by the end of 2023, despite having only $3.5k MRR in late 2022 (Slides 9 and 12).
Executive Summary: The AI Creative Engine for Gaming
INCYMO AI enters the market at the intersection of two massive trends: generative AI and the increasingly expensive world of mobile game user acquisition (UA). The deck presents a clear, albeit aggressive, path from a small seed-stage startup to a major player in the marketing automation space. By focusing specifically on the 'scenario' or the 'idea' behind an ad, INCYMO AI targets the highest-leverage part of the creative process. The deck is characterized by bold claims, such as a 100% success rate across initial cases and a projected valuation jump to $40M within a single calendar year.
Slide 1: Title and Value Proposition
The cover slide establishes the brand and its primary objective: "Increase revenue of games with AI products." It includes a subtitle, "How to increase your monetization," which frames the company as a revenue-generating partner rather than just a creative tool. Contact information for Founder and CEO Anna Zdorenko is prominently displayed. The visual style uses geometric shapes that recur throughout the deck, maintaining a consistent brand identity from the start.
Slide 2: The Problem - The Creative Bottleneck
Slide 2 quantifies the pain point. It states that it "hurts 10/10 to find the right idea to create performing ad creatives." The slide backs this up with a claim that 100% of UA Gaming Leads surveyed agreed with this sentiment. A footnote specifies that this data comes from 20 user acquisition leads and managers, some of whom manage $20M marketing budgets. This establishes that the problem is not just widespread but is felt most acutely by high-spending potential customers.
Slide 3: The Solution - smartUA
The solution slide introduces "smartUA," described as "AI-generated Scenarios for Performing Video Ad Creatives." The slide lists three key metrics: 5 years of algorithm development, a 100% success rate (based on 4 clients), and a claim of "x10 more ROAS from creatives." The use of a cartoon character and falling coins reinforces the gaming industry focus and the promise of financial return.
Slide 4: Early Traction
Traction is shown through logos and pipeline numbers. The slide claims "Strong Traction From the Idea Stage since September." It lists four active clients, including SayGames, Eidolon, and AdQuantum. Crucially, it mentions that 15+ more clients are "in the process." This slide is intended to prove that despite being early, the product has immediate market fit with established industry names.
Slide 5: Partnerships and Investment Interest
This slide highlights relationships with industry giants AppsFlyer and Xsolla. The text "Considering investments and partnership" suggests that these companies are either current partners or are in discussions for deeper involvement. The inclusion of high-quality game art on this slide continues the thematic alignment with their target customer base.
Slide 6: The Business Model
The pricing strategy is straightforward. INCYMO AI offers two tiers: $199 "per scenario" for lower-volume needs and approximately "$4k per game per month" for a full-service subscription. This dual model allows for low-friction entry (the $199 price point) while setting a high ceiling for recurring revenue from major game studios.
Slide 7: Market Size (TAM/SOM)
Slide 7 presents a massive Total Addressable Market (TAM) of $71.5B. This is calculated by taking the combined number of apps on Google Play and the App Store (over 1.4 million) and multiplying them by the $4k monthly fee. The Serviceable Obtainable Market (SOM) is set at a much more modest $28.8M, based on 600 clients from the INCYMO.AI CRM. This slide shows a clear path from the current pipeline to a significant near-term revenue goal.
Slide 8: Market Growth Projections
To further entice investors, the deck looks at the broader mobile games market. It cites Statista and Yahoo Finance to show the market growing from $75.6B currently to $235.1B by 2028. Within that, they project the "INCYMO.AI market" (presumably their specific niche) growing from $7.5B to $23.5B, maintaining a consistent share of the total gaming spend.
Slide 9: 2023 Goals
This slide sets three specific targets for the year 2023: reaching $160k in Monthly Recurring Revenue (MRR), achieving a $40M valuation, and securing 40 clients. These are ambitious goals given the starting point of $3.5k MRR mentioned later in the roadmap, implying a requirement for hyper-growth.
Slide 10: The Team and Advisors
The team slide features CEO Anna (ex-Deloitte), Head of ML Alex (ex-EPAM), and CPO Vic (ex-Playrix). It also lists three advisors from the gaming and marketing sectors. A unique and somewhat controversial element is the text: "You can unlock other 12 team members by considering investments in us," accompanied by a unicorn-horse graphic. This gamified approach to the team slide is rare in professional fundraising decks.
Slide 11: The Ask
The company is asking for $300k in investments. The stated purpose is to "reach the KPI from a16z and close round A in 2023." This is a very specific bridge-to-A ask. They also request introductions to CMOs and UA leads in the casual and midcore gaming sectors, showing they are looking for strategic value beyond just capital.
Slide 12: The Roadmap
The final content slide provides a timeline from 2021 to 2030. Key milestones include a $500k angel round in late 2021, the launch of smartUA in late 2022 with $3.5k MRR, and the goal of $24M annual revenue by 2024. The long-term vision (2025-2030) includes "Going public through an IPO," which is a standard but highly speculative inclusion for a seed-stage deck.
What Works in This Deck
Niche Focus: By focusing exclusively on mobile gaming ad scenarios, INCYMO AI avoids the trap of being a "general AI marketing tool." This specificity makes their value proposition much easier for a specialized investor to evaluate. Visual Consistency: The deck uses high-quality gaming assets and a consistent color palette, which makes the startup feel like a native part of the industry it serves. Clear Ask: The $300k ask is small and targeted. Linking it to specific KPIs for a future Series A with a named firm (a16z) creates a sense of urgency and a clear milestone for success.
What Is Missing or Weak
Aggressive Revenue Jumps: The roadmap shows a jump from $3.5k MRR to $160k MRR in one year, followed by $2M monthly ($24M annual) the following year. There is no explanation of the sales or marketing engine required to achieve this 45x growth in 12 months. TAM Logic: The TAM calculation assumes every single app on the App Store is a potential $4k/month customer. In reality, the vast majority of apps have no marketing budget. A more realistic TAM would focus on the top 10,000 grossing games. The "Unlocked" Team: Hiding 12 team members behind an investment wall is a gimmick that may frustrate some investors who want to see the full bench of talent before committing capital.
Founder Takeaways
Be specific about your bridge: If you are raising a small amount to hit a specific milestone for a larger round, say so. INCYMO AI’s mention of a16z KPIs is a bold move that signals they are already in high-level conversations. · Use industry-specific language: Terms like ROAS, UA, and midcore games show that the founders speak the language of their customers. This builds immediate credibility. · Watch your TAM: While big numbers look good, top-down TAMs that include every app in existence are often dismissed by sophisticated investors. It is better to show a smaller, more defensible market that you can actually capture. · Gamification has limits: While the "unlocking" team members concept fits the gaming theme, it risks coming across as less than transparent. Transparency is usually the better policy on the team slide.
Frequently asked questions
- What exactly does INCYMO AI do for mobile game developers?
- INCYMO AI provides a platform called smartUA that uses AI to generate scenarios for video ad creatives. According to slide 3, these scenarios are designed to improve Return on Ad Spend (ROAS). The platform aims to automate the ideation phase of marketing, which the founders claim is a significant bottleneck for user acquisition leads who manage large budgets.
- How does the company justify its $71.5B TAM?
- The market size on slide 7 is calculated by taking the total number of apps on Google Play (477,998) and the App Store (1,012,065) and multiplying that sum by their $4,000 monthly per-game fee over 12 months. This is a top-down calculation that assumes every single app on both major stores is a potential customer for their high-end monthly subscription.
- What is the current traction and revenue of the company?
- As of the end of 2022, the roadmap on slide 12 indicates the company had 5 games using their product and was generating $3.5k in Monthly Recurring Revenue (MRR). Slide 4 notes they have 4 active clients, including SayGames and AdQuantum, with over 15 more in the pipeline. They set a goal to reach $160k MRR by December 2023.
- Who are the key people behind INCYMO AI?
- The leadership team includes CEO Anna Zdorenko, a two-time founder with experience at Deloitte; Alex, the Head of ML with 10 years of experience at EPAM and Grid Dynamics; and Vic, the CPO who previously founded a creative agency and worked with Playrix. They are supported by advisors from Green Grey and Plarium (Slide 10).
- What is the specific purpose of the $300k investment ask?
- According to slide 11, the $300k is intended to help the company reach specific KPIs set by venture capital firm a16z. Achieving these metrics is positioned as the necessary step to close a larger Series A round within 2023. Additionally, they are seeking introductions to CMOs and UA leads in the casual and midcore gaming sectors.