Kamba โ€“ Board Meeting Deck (Light Mode)
Kamba โ€“ Board Update
August 2025
Multi-Agent AI System for Data-Driven Financial Teams

Making data workflows better, faster, and more secure

๐Ÿ“Œ Agenda

  • Executive Summary
  • Product
  • Sales & Marketing
  • How We Win
  • Capital Plan
  • Whatโ€™s Next
  • QA

๐Ÿ“Œ Executive Summary

Kamba has evolved from its alternative data brokerage roots into an AI-native companyโ€”rebuilt 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 Berdinasโ€”our CTO, Professor of AI in Business, largest investor, and the strategic force behind our AI developmentโ€”Kamba is uniquely positioned to succeed at capturing this market opportunity.

๐Ÿ“Œ 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€” Kambaโ€™s 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.

๐Ÿ“Œ 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

๐Ÿ“Œ 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

๐Ÿ“Œ 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

๐Ÿ“Œ 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: 10โ€“15% share of data transactions on KambaData.com

๐Ÿ“Œ Prospects Voices

โ€œI find it hard to believe that with all the resources we have, we havenโ€™t built a suite of solutions like Kamba Analyst โ€” a game changer.โ€ โ€” Zach Cohen, Head of Data Strategy, Point72

โ€œIf you are open to discussing exclusivity, weโ€™d like to be the first to engage.โ€ โ€” Brendan Gay, Data Sourcing & Strategy, Citadel Securities

โ€œWe are looking for a partner that can provide us with what you offer + on premise deployment. Weโ€™d like to explore details of running a pilot.โ€ โ€” Raj Mehta, Head of Data Sourcing, Magnetar

๐Ÿ“Œ 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.

๐Ÿ“Œ 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‰ˆ 12 Months
  • Q4 2025 ARR Target: $360K
  • Early Profitability: Q3 2026 with ARR โ‰ˆ $2M

๐Ÿ“Œ Milestones & Whatโ€™s Next (Q3โ€“Q4)

  • 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

๐Ÿ“Œ 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

๐Ÿ“Œ Offer / Ask

  • Offer โ€“ Follow-on opportunity at $6M valuation
  • Offer โ€“ Buy out
  • Ask โ€“ Introductions to Strategic Investors