monkey
Investor deck · 2026
Data-generated content for the companies that live on volume.
Exchanges and financial products generate the most interesting data on the internet. We turn it into finished, compliant video that lifts retention and trading volume, and we sell it to them as that outcome.
Arrow keys or swipe.
from their footage
onchain banking
as a show
The deal, in one slide
We're raising a pre-seed to turn a working engine into signed exchange contracts.
The round
- Instrument
- Post-money SAFE
- Cap
- $18M post-money
- Runway
- 18 months
- Then
- Priced round once pilots convert
What it buys
- Video models and infrastructure35%
- One sales or engineering hire30%
- Compliance layer and counsel20%
- Pilots and travel15%
The problem
Every exchange sits on the most interesting data on the internet and turns almost none of it into something people come back to watch.
What they need
Retention and volume. An exchange lives and dies by both, and already spends heavily on UGC, creators and marketing to get them, with weak attribution.
Why they can't make it themselves
Making video from data takes a producer, an editor and a reviewer per post, and a listing or a price move is stale in an hour. So the data sits in a table nobody opens and the marketing budget goes to ads instead
The product
Connect the data. Ship the feed.
- Connect a sourceA chain, an API, a database, a page, a feed. We read it first, so every number in a video traces to the row it came from.
- The engine finds the storiesStreaks, collapses, firsts, whales, rugs. A trigger fires, a show cuts an episode, on a schedule or on an event.
- It ships where the trade isA feed embedded in the customer's app with a trade button under every video, or the API for teams that build their own surface.
- It posts itselfEpisodes autopost to the customer's socials on a schedule or a trigger. No producer, no editor, no human at the helm per video; a review queue only where their compliance team wants one.
Why customers pay
We sell the outcome. The videos are the means.
Retention
Users come back for something to watch. Embedded, the feed lives inside the customer's product, so the attention stays theirs.
Volume
Every story is one tap from the asset it's about. For an exchange that tap is the trade.
a 2–5% lift in volume at a large exchange is tens of millions of dollars, with no change to the product
The market
The budget already exists. We move it from ads to their own data.
One exchange, worked
Feed + Creator Studio: 50 house videos a day plus user creations. Platform fee $15k a month, credits at list about $3k. $216k a year, roughly 0.05% of Coinbase's marketing programs, for a content engine that runs on the data they already have.
The math at scale
The 50 largest exchanges at that rate are $10.8M ARR. Data providers, yield protocols and launchpads on Data Shows and the Video API sit on top. The engine does not care what the feed is; every regulated data business after crypto is the same sale.
Sources: Coinbase FY2025 Form 10-K (sales and marketing $1,058.6M; marketing programs $402.6M). Chain throughput: Solana ~100M non-vote tx/day, Base >10M/day, Ethereum ~2.5M/day, May–June 2026 public explorers.
Compliance
Fast and compliant is the whole advantage.
- Approve once, publish alwaysThe customer's compliance principal reviews the show template and its trigger logic once. That review governs every episode the template ever produces.
- Nothing is inventedEvery figure traces to the customer's own data rows. The engine narrates; it never embellishes a number. No performance promises, no cherry-picked results: the UDAP screen is structural.
- Disclosures are part of the templateRisk language, "not financial advice," paid-promotion notices and the fair-and-balanced standard of FINRA 2210 (the Series 7/26 marketing rules) are bound into the template, not added by hand.
- Securities are refused at the sourceTokenized stocks are detected and declined before a video exists. No pump, no dump, no accidental securities promotion.
- Full audit trailEvery published video maps to the data that triggered it, time-stamped and retained.
Where we are
Engine in production. Paying customers outside crypto. First crypto integration starting.
Go-to-market
Short sales cycles first. Long ones in the pipeline.
| Ring | Who | Cycle | Offer |
|---|---|---|---|
| Now | Superform (integration starting); DEXs and exchanges without a third-party risk process; launchpads; data providers (Nansen, Dune, TRM) as partners | weeks to ~4 months | $25K 30-day pilot, no integration to start, scored against a comparison group; then platform fee + usage or rev-share |
| Next | Coinbase, Kraken, Gemini, Robinhood: named warm paths through our network | ~4 months | Same pilot, then an annual contract |
| Later | Brokerages and retail fintech with procurement (Vanguard class); prediction markets | 12–18 months | Opened by the compliance layer; started now, closed after the seed |
The plan
Eighteen months: every milestone is a number the seed lead will ask for.
| When | Milestone | What it proves | Fundraising |
|---|---|---|---|
| Q4 2026 | 3 paid pilots signed; Superform live | Exchanges pay before seeing a result: pipeline exists | Pre-seed closes |
| Q1 2027 | First pilot readout, with the compliance layer signed off by that customer's legal team | Users who see the feed trade and return more than users who don't: the retention and volume lift, measured, and the compliance claim proven on a real customer | Seed conversations open with the chart |
| Q2 2027 | 2 pilots convert to annual contracts | Pilot → contract is repeatable; first ARR | Exchange venture arms invited in |
| Q3 2027 | Second vertical live: prediction markets or brokerage | The engine generalizes beyond crypto | Seed term sheet |
| Q4 2027 | Self-serve onboarding; 10 paying platform customers | Sales does not depend on the founders | Seed closes |
| Q1 2028 | $1M+ ARR across two verticals | Series A metrics | Series A process |
Team
Crypto and compliance on one side. Two decades of production on the other.
Aram Barnett
Co-founder · product, sales, crypto
- Second-time founder; sold his first entertainment company
- Employee #4 at a KYC/AML company; advised the SEC on token rules
- Senior PM, Nervos Network (Layer 1); authored an NFT standard
- CPO and co-founder, Powerboard; co-founder, CoinScore
- Founding member, Chamber of Digital Commerce Token Alliance
Jon Barnett
Co-founder · production, partnerships
- Twenty years producing for Netflix, Disney+, Hulu, DreamWorks and CBS
- At pocket.watch drove 500M+ views on kids and family channels; turned around major channels at Jellysmack
- Co-founded Curbily, a production OS for creators, before Monkeygun
- Owns content, studio and talent relationships, and co-runs fundraising with Aram
aram.barnett@gmail.com · monkeygun.com · tokenslop.fun