Reklaim Pitch Deck Teardown: Scaling a Consented Data

Executive Summary: The Pivot to Consented Data

Reklaim’s August 2021 deck is a classic example of a 'market shift' narrative. By rebranding from Killi, the company signaled a move away from being just another data app to becoming a foundational infrastructure for the privacy-first era. The deck focuses heavily on two things: the regulatory inevitability of their model and the massive scale they have already achieved. With 320 million profiles, they are positioning themselves as a scale player that can compete with traditional, unconsented data brokers.

Slide 1: Title and Rebranding

The cover slide introduces the new brand, Reklaim , with the subtitle 'formerly Killi.' The tagline 'Democratizing Data For Consumers & Brands' establishes a dual-sided marketplace. Crucially, the slide includes public market tickers (TSX.V: MyID and OTCQB: MyIDF), indicating that this is a corporate presentation for a publicly traded entity rather than a seed-stage startup. The date is listed as August 2021.

Slide 3: The Mission Statement

This slide provides the 'What' and 'Where.' Headquartered in New York with a Toronto office, Reklaim describes itself as a company capitalizing on the 'dramatic shift in the data and privacy space.' The text explains the mechanism: consumers sign up to view their data profiles and share specific pieces of data with brands in exchange for a 'weekly dividend.' The slide makes a bold claim: 'Reklaim is the only company in the world allowing consumers to view and take back control of their data.'

Slide 5: Market Disruption and Regulatory Tailwinds

Reklaim frames the $245B US data industry as a legacy system built on 'harvesting and exploiting consumer data' with zero compensation for the user. They cite a figure of $6,000/year/profile generated by the industry. The slide lists specific regulations—GDPR, CCPA, CPRA, and international laws in Brazil and India—as 'roadblocks' for competitors that will force a 'regulated disruptive migration' toward Reklaim’s consented data model. A flywheel diagram links Scale (320m profiles), Distribution (14 platforms), and Unique Data (1:1 consumer content) to revenue growth.

Slide 7: Explosive Scale and Growth Metrics

This is the 'traction' slide. It shows a timeline from Q1-2020 to Q2-2021. The growth in 'Number of Profiles' is staggering: starting at 10,000 in Q1-2020 and reaching 320,000,000 by Q2-2021. The slide also tracks 'Platform Integrations,' which grew from 2 to 14 in the same period. A critical footnote defines a 'Reklaimed' account as one with a 1x1 interaction or activity in the last 30 days, noting that 120 million of the 320 million profiles meet this higher engagement standard.

Slide 9: Integrated Platforms

Slide 9 visualizes the 'Distribution' arm of the business. It lists logos for 12 'Sample' partners, including LiveRamp, T-Mobile, Xandr, and PubMatic . The text reinforces that Reklaim is integrated with 14 of the top platforms that facilitate data purchase. This slide is intended to prove that Reklaim isn't just collecting data; they have the 'pipes' to sell it to the world's largest advertisers.

Slide 11: Data Company Partnerships

While Slide 9 focused on ad-tech platforms, Slide 11 focuses on data companies. It highlights a specific 'International 12-month contract' with Nielsen to supply consented data for TV measurement panels. It also mentions Digicenter . The slide argues that these companies need Reklaim's data to 'offset exposure to cookie and mobile ID' loss, positioning Reklaim as the solution to the 'cookie-less future.'

Slide 13: Reasons to Invest

The final slide in the provided set summarizes the investment thesis. It reiterates the $245B market size and the shift driven by 'Big Tech' and government action. It highlights the 'foundation for growing and recurring sales' through 320 million profiles and 14 platforms. Key new information includes the mention of 'Fortune 500 customers' and the fact that 'Insiders own 45%.' The slide claims revenue is trending higher each quarter, though it does not provide the actual revenue numbers.

What Reklaim Does Well

Regulatory Alignment: The deck does an excellent job of positioning Reklaim not just as a 'nice to have,' but as an inevitability. By listing specific laws (GDPR, CCPA), they make the problem feel urgent and the solution feel legally mandated.

Scale as a Moat: In the data business, volume is everything. Showing a jump from 10k to 320m profiles in 18 months is a powerful signal of market fit or, at the very least, highly effective acquisition and ingestion strategies.

Defining Active Users: Many startups hide behind 'total registered users.' Reklaim’s distinction between 'Profiles Under Management' (320m) and 'Reklaimed' accounts (120m) adds a layer of transparency that builds trust with sophisticated investors.

What Is Missing from the Deck

Financial Specifics: Despite being a public company presentation, the provided slides contain no P&L data. We see that revenue is 'trending higher,' but we don't know if that means $100k or $10M. There is no mention of Gross Margin or EBITDA.

Unit Economics: The deck mentions a 'weekly dividend' for consumers. A crucial missing piece is the cost of these dividends versus the revenue generated per profile. If the payout to the consumer is higher than the data's sale price, the model isn't sustainable.

The Team: There is no team slide in the provided selection. For a company undergoing a major rebrand and pivot, understanding the pedigree of the leadership—especially their experience in ad-tech and data privacy—is essential.

Competitive Landscape: The deck implies Reklaim is the 'only company in the world' doing this. While they may be unique in their specific 'reclaim' mechanism, they compete with every other first-party data provider and 'clean room' solution. A competitive matrix is missing.

Founder's Playbook: What to Copy

The 'Market Shift' Narrative: If your startup benefits from a change in law or a tectonic shift in how Big Tech operates (like the death of the cookie), make that the 'villain' of your story. Reklaim successfully frames the status quo as 'exploitative' and 'dying,' making their solution the only logical path forward.

Visualizing the Ecosystem: Slide 9 and Slide 11 are excellent. Instead of just saying 'we have partners,' they show exactly where they sit in the value chain. Founders should use logo clouds not just for social proof, but to explain their product's distribution and utility.

Clear Definitions: If you use a non-standard metric (like 'Reklaimed accounts'), define it clearly on the slide. It prevents investors from feeling like you are 'fluffing' the numbers and shows you have a deep understanding of your own user funnel.

Skin in the Game: If your team owns a significant portion of the company, say so. The 'Insiders own 45%' bullet point on Slide 13 is a strong closing argument for investor alignment.