Kamba — Go-to-Market
Go-to-Market

Kamba — AI Data Analyst for Financial Services

Symphony-embedded, enterprise-grade, agentic AI that compresses weeks of data work into seconds.

Target Market & Segmentation

Hedge Funds Asset Managers Investment Banks Private Equity
  • Personas: PMs & Analysts (speed to insight), Data Sourcing (licensing & compliance), CXOs/CTOs (cost, governance).
  • Geo: North America & Europe → global via Symphony.

Value Proposition

  • Problem: $55B+ spent on data/tools; workflows remain fragmented, slow, risky.
  • Solution: AI-native, agentic platform that codes workflows in real time, embedded in Symphony.
  • Edge: Zero onboarding friction (600K users, 1,200 firms), finance-native compliance.
“Turns weeks of analysis into seconds.”

Offering & Pricing

  • Free/Trial: Individual, usage credits.
  • Team: Connectors, collaboration, automation.
  • Enterprise: Dedicated AI, custom integrations, compliance.
Revenue
SaaS (Team/Enterprise) + 10% transaction share + white-label

Distribution & Channels

  • Core: Symphony embedded app + co-sell/referrals (15%).
  • Direct: Target list ~80 Tier-1/2 firms.
  • Next: KambaData.com for non-Symphony clients; strategic distributors.

Customer Journey & Sales Motion

  • Phase 1: ~40 trials, 3–5 billable pilots.
  • Phase 2: Convert pilots → paid enterprise; prove ROI.
  • Phase 3: Land & expand across teams; enterprise-wide licensing.

Marketing Strategy

  • Co-branded Symphony campaigns & events (e.g., Symphony Innovate).
  • Thought leadership on AI finance workflows; targeted conferences.
  • Case studies: measurable ROI, compliance wins.

KPIs & Success Metrics

3–5
Billable pilots (Q4’25)
40+
Trials by YE’25
>50%
Pilot → Enterprise
$5M
ARR by 2026
5×
LTV / CAC (<$25k CAC)

Timeline & Execution

Q3 2025
$500k extension
Finalize raise; lock pilot scope.
Q4 2025
Pilots + Trials
Deploy 3–5 pilots; ~40 trials.
Q1 2026
Strategic Investor
Board presence; convert pilots; CXO access.
Q2–Q3 2026
Scale & Seed
Hire growth; expand verticals; Seed (tokenization option).

Competitive Landscape

  • Inside Symphony: No direct competitor embedded at distribution layer.
  • Indirect: Eagle Alpha, Neudata, Nomad Data, BattleFin (market intel/marketplaces).
  • Kamba Edge: Agentic AI + Symphony integration + compliance-first, zero onboarding.