August 2025
Multi-Agent AI System for Data-Driven Financial Teams
Making data workflows better, faster, and more secure
๐ Agenda
- Executive Summary
- Product
- Sales & Marketing
- How We Win
- Capital Plan
- Whatโs Next
- QA
๐ Executive Summary
Kamba has evolved from its alternative data brokerage roots into an AI-native companyโrebuilt through client feedback, persistence, and at the moment when technology finally aligned with the vision. Our agentic AI platform delivers enterprise-grade solutions to financial teams, scaled through a SaaS model, team-based plans, and revenue-sharing. A strategic partnership with Symphony connects us directly to 600,000 users across 1,200 firms. With committed partners like Ignacio Berdinasโour CTO, Professor of AI in Business, largest investor, and the strategic force behind our AI developmentโKamba is uniquely positioned to succeed at capturing this market opportunity.
๐ Problem & Solution
The Growing Problem
- Financial institutions spend $55B+ annually on data and analytics.
- Workflows remain manual, fragmented, and slow.
- This creates compliance risks, delays, and missed alpha opportunities.
The Inevitable Solution
- 24/7 Data Analyst โ Kambaโs Multi-Agent AI System works around the clock.
- Combines AI-native + Human Judgment โ compresses months of workflows into seconds.
- End-to-End Solution โ from data discovery to analysis and reporting.
- Virtual Assistant for Data โ seamlessly discovers, connects, and interprets across sources.
- Purpose-Design โ to make data workflows better, faster, and more secure.
๐ Product
Kamba Data Analyst
At its core, Kamba is a code generation platform, specialized at coding data workflows in real time.
MVP
- Built the AI agents and integrated with Symphony's UI
- Launched Live (DEMO) Symphony Innovate London (May 21st 2025)
New Front-End UI now on KambaData.com
- Forced deployment of KambaData's Extension App
- Serve non-Symphony clients
- Control end-to-end UX
DEMO - Instant Access Agents โ For Data Teams
- Smart Data Search
- DQRs
- Strategy Generation & Backtesting
- Data Insights
- Financial Reporting
- Vendor Onboarding
Custom Agents โ For Investment Teams
- Generate custom investment strategies
- Run simulations to fine tune old strategies
- Set dynamic real-time alerts for changes in data
๐ Sales & Marketing
Direct Channels
- Direct Sales and Marketing actions
- New contractor on commission (e.g., Vijay Patel, former SYM Data specialist)
Strategic Alliance with Symphony
- 600K users & 1,200 institutions
- UI + GTM + 20% referral agreement
Channel Sales Activities
- Periodic training sessions with SYM's sales team
- Deployed sales collateral (flyer, cheat sheet, newsletter feature)
- Featured in Symphony Innovate London
- Added to Symphony Partner Marketplace
๐ Traction
Pilots and Trials (10)
Point72, Citadel, Alphadyne, Magnetar, Bank of America, Commercebank, Moneda, Mariva, Latin Sec
Pipeline - 90+ target firms (Kamba's 200 users)
Millennium, Marshall Wace, Brevan Howard, Schonfeld, WorldQuant, Tudor, AQR
Rollout
- Trial: Individual and Team access to "open Kamba Analyst" in partnership with Kamba's team, access via Symphony
- Pilot: Private cloud + internal data sources e.g, catalogs, AWS, Snowflake, Datadog repos, etc.
- Enterprise: On-premise, fully integrated, governed deployments
๐ Business Model
Revenue Streams
- Enterprise Subscriptions: Starts at $120K+ per year, scales with users & custom deployments
- Freemium to Paid Individual Subscriptions: Free tier โ $300/month with limited connectors
- Transaction Revenue Share: 10โ15% share of data transactions on KambaData.com
๐ Prospects Voices
โI find it hard to believe that with all the resources we have, we havenโt built a suite of solutions like Kamba Analyst โ a game changer.โ โ Zach Cohen, Head of Data Strategy, Point72
โIf you are open to discussing exclusivity, weโd like to be the first to engage.โ โ Brendan Gay, Data Sourcing & Strategy, Citadel Securities
โWe are looking for a partner that can provide us with what you offer + on premise deployment. Weโd like to explore details of running a pilot.โ โ Raj Mehta, Head of Data Sourcing, Magnetar
๐ How We Win โ Competition
What MIT is Saying: The companies that win in AI will build systems that learn and improve with use, embed deeply into workflows, deliver measurable ROI, meet enterprise-grade security, empower users at every level, and scale through trusted partnerships.
- Agentic + Code Generation: High customization, learning capacity, and ready for scale.
- Purpose-Designed: Built for high-value use cases, to empower end users with immediate value.
- Enterprise-Ready: Low configuration burden, secure and deployable anywere.
- Referral Network: Symphony integration enables trust and fast adoption at scale.
- Proven ROI: Validated with tier-1 clients, reducing DQRs and backtesting from weeks to minutes.
๐ Capital Plan & Financial Outlook
Raised to Date
$1.27M total (includes $500K pre-seed used to build MVP + integrate Symphony + engage first pilots)
Funding Strategy
- Extending pre-seed by $500K
- SAFE @ $6M cap (existing) / $10M cap (new investors)
- Standard YC Post-Money SAFE
Financial Outlook
- Current Burn Rate: $40K (20 Cash + 20 Equity)
- Runway Extension: +$500k โ 12 Months
- Q4 2025 ARR Target: $360K
- Early Profitability: Q3 2026 with ARR โ $2M
๐ Milestones & Whatโs Next (Q3โQ4)
- Completed โ MVP
- Completed โ Partnership with SYM
- Completed โ Minimum Viable TEAM
- Ongoing โ Convert 3 enterprise pilots + 40 trials โ Paid by Q4
- Ongoing โ Improve UI/UX (e.g., advanced profile memory)
- Ongoing โ Secure additional strategic capital
๐ Tokenization Path
- Earlier Liquidity: Give investors the option to trade before IPO/M&A via secondary markets.
- Global Access: If needed, attract capital beyond traditional VC networks.
- Stronger Network Effects: Users, vendors, and partners benefit directly as holders.
- Timeline: 18 months
๐ Offer / Ask
- Offer โ Follow-on opportunity at $6M valuation
- Offer โ Buy out
- Ask โ Introductions to Strategic Investors