Incymo AI Pitch Deck Teardown (2023 (based on goals))

Executive Summary: The Creative Bottleneck in Mobile Gaming

Incymo AI enters the market with a highly specialized focus: the optimization of user acquisition (UA) for mobile games through artificial intelligence. In a market where ad fatigue is high and the cost of acquiring a new player is constantly rising, the ability to generate 'winning' ad creatives is a significant competitive advantage. The deck, consisting of 12 slides, outlines a transition from a service-heavy creative process to an AI-driven scalable product called smartUA. With an ask of $300,000, the company is positioning itself for a rapid scale-up, targeting a Series A within the same calendar year.

Slide 1: Title and Value Proposition

The cover slide introduces Incymo.AI with a clear, functional tagline: "Increase revenue of games with AI products." It also includes a secondary subtitle, "How to increase your monetization." The slide provides direct contact information for Anna Zdorenko, the Founder & CEO, including her email and LinkedIn. The visual design is clean, using geometric shapes that recur throughout the deck, establishing a professional if somewhat minimalist brand identity.

Slide 2: The Problem - 10/10 Pain

Incymo AI uses a strong emotional hook, stating "It hurts 10/10 to find right idea to create performing ad creatives." To back this claim, they cite a survey of 20 UA Gaming Leads, 100% of whom agreed with the statement. A footnote mentions that some of these leads manage $20M marketing budgets, emphasizing that the problem persists even at the highest levels of spend. The use of game character art on this slide immediately signals the target vertical.

Slide 3: The Solution - smartUA

The solution is branded as "smartUA," described as "AI-generated Scenarios for Performing Video Ad Creatives." The slide highlights three key metrics: 5 years of algorithm development, 100% successful cases (based on 4 clients), and a claim of "x10 more ROAS from creatives." While the 10x ROAS claim is bold, the deck attributes it to early client results. This slide bridges the gap between the pain point and the product's purported efficiency.

Slide 4: Traction and Validation

Traction is presented through logos and numbers. The slide claims "Strong Traction From the Idea Stage since September." It lists 4 active clients and 15+ more in the process. Notable logos include SayGames, Eidolon, and AdQuantum. By showing established names in the mobile publishing and agency space, Incymo AI attempts to prove that their output meets professional industry standards.

Slide 5: Strategic Partnerships

This slide is slightly more ambiguous, featuring the logos of AppsFlyer and Xsolla under the header "Since December." The text at the bottom states "Considering investments and partnership." This suggests that Incymo AI is in discussions with major infrastructure players in the gaming ecosystem, which would provide significant distribution and data advantages if finalized.

Slide 6: The Business Model

The monetization strategy is straightforward. They offer a transactional price of $199 per scenario. However, the core of the business is the recurring revenue: "~$4k per game per month." This indicates a SaaS or managed service model where developers pay for a continuous stream of AI-generated creative ideas to combat ad fatigue.

Slide 7: Market Size (TAM/SOM)

The market slide uses a bottom-up calculation. The TAM of $71.5B is derived from the total number of apps on Google Play (477,998) and the App Store (1,012,065) multiplied by their $4k monthly fee and 12 months. The SOM (Serviceable Obtainable Market) is narrowed down to $28.8M, based on 600 clients identified in the Incymo AI CRM. This is a more realistic and grounded figure than the massive TAM, showing the founders have a specific target list.

Slide 8: Market Growth Projections

This slide looks at the broader mobile games market. It cites a current market of $75.6B and a future market (2028) of $235.1B, representing a CAGR of 54%. Within this, they estimate the "INCYMO.AI market" will grow from $7.5B to $23.5B. These figures are sourced from Statista and Yahoo Finance, providing external validation for the sector's tailwinds.

Slide 9: 2023 Goals

The company sets three specific targets for 2023: reaching $160k MRR, achieving a $40M valuation, and securing 40 clients. These are aggressive targets, especially considering the roadmap later shows they were at $3.5k MRR in late 2022. The jump to $160k MRR represents a nearly 45x increase in revenue within a single year.

Slide 10: The Team and Advisers

The team slide features the three co-founders: Anna (CEO), Alex (Head of ML), and Vic (CPO). Their backgrounds include stints at Deloitte, EPAM, and Playrix. Vic’s experience is particularly relevant, noting he has worked with 20+ games and created over 7,000 creatives. The slide also lists three advisers (Dima, Sergey, Michael) from companies like Plarium and Nexters. A curious note at the bottom states, "You can unlock other 12 team members by considering investments in us," using gaming terminology to gate further team details.

Slide 11: The Ask

The ask is for $300,000 in investments. The stated purpose is "to reach the KPI from a16z and close round A in 2023." This is a very specific tactical use of funds, suggesting the founders are already in dialogue with top-tier VCs. They also ask for intros to CMOs and UA leads from casual/midcore games, showing they are looking for 'smart money' that can help with business development.

Slide 12: Roadmap to IPO

The final slide provides a timeline from 2021 to 2030. Key milestones include a $500k angel round in 2021, the launch of smartUA in late 2022, and the goal of $24M annual revenue in 2024. The roadmap concludes with a long-term goal of "Going public through an IPO" between 2025 and 2030. This slide reinforces the ambitious growth trajectory the founders envision.

What Works in This Deck

Specific Problem Validation: Citing 20 UA leads with $20M budgets makes the problem feel real and urgent. · Clear Pricing: The $4k/month per game model is easy for an investor to model out. · Relevant Team Experience: The CPO's history of creating 7,000+ manual creatives provides the necessary domain expertise to train an AI model. · Tactical Ask: Linking the $300k ask to specific a16z KPIs is a strong signal that the company is on the radar of major investors.

What Is Missing or Weak

Product Depth: There are no screenshots or detailed explanations of how the AI actually generates the scenarios. Is it text-to-video? Is it a prompt-based system for human designers? The 'how' is left to the imagination. · Unit Economics: While the revenue is clear, the cost of generating these AI scenarios is not mentioned. If there is significant human oversight or high GPU costs, the margins might be lower than a typical SaaS. · Competitive Landscape: The deck does not mention other AI creative tools or the internal creative teams at large publishers who are likely building similar internal tools. · Revenue Leap: The jump from $3.5k MRR to $160k MRR in one year, and then to $24M ARR the following year, is extremely steep and lacks a detailed hiring or acquisition plan to support it.

Founder Takeaways

Use 'Gated' Information Sparingly: The line about "unlocking" 12 more team members is a clever nod to gaming culture, but in a professional pitch, it can come across as withholding. Founders should ensure that the core team shown is enough to win the deal on its own. Leverage Industry Names: Incymo AI does a great job of name-dropping a16z and AppsFlyer. Even if these are just 'discussions' or 'KPI targets,' it creates a sense of momentum and FOMO (Fear Of Missing Out) for smaller seed investors. Bottom-Up Market Sizing: Investors generally prefer the SOM calculation on Slide 7 over the generic TAM. Showing that you have 600 specific targets in your CRM is much more persuasive than saying there are a million apps in the store.