rating a new currency for video content - insight...

a new currency for video content rating

Investor Presentation

Confidential and Proprietary © 2016 Monet Networks, Inc. All rights reserved

Anurag Bist, Founder & CEO

credentials

• CEO & Founder, Monet Networks

• Co-founder VxTel acquired by Intel for $550M

• 20+ issued patents

• AT&T Bell Labs, Intel, Rockwell

3

opportunity


$2B spent for TV video measurement alone in 2015*

2B+ views of “Gangnam Style” in U.S. compared to 17.5M views of “Big Bang Theory” season

‘12-’13*

“YouTube reaches more 18-49 year-olds on mobile than any network – broadcast or cable”

Susan Wojciki, YouTube CEO, 5/5/16

10B hours of short-form video were created in 2015**

* Deloitte 2015 ** Business Insider

4

problem


brands can’t accurately test consumer sentiment before

spending advertising $$

slowfocus

groups1-4 wks

costly

$20-200k 1 wk

biasedanalysis1-2 wks

= 3 to 7 weeks

goals• select best ad • reveal other

insights

ROI• 7x faster (4 days vs 4

wks)• 3x less cost• gender bias

exposed

solution (Nissan clinic)

5Confidential and Proprietary © 2016 Monet Networks, Inc. All rights reserved

frame-by-frame consumer insights during ad development

40 men 36 women

make every frame count!

6

on-demand platform


live emotion capture > 7x faster than focus groups > 75% less $$

market

7Confidential and Proprietary © 2016 Monet, Inc. All rights reserved

TAM

market research, digital agencies, publishers, studios, brands

messag

e

testing

$2B target

emotion capture

+surveys

proprietary technology

6 patents

*+socia

l

+rewards

content analytics

emotion rating

8

web &

mobile positive peakat 3:14

negative peakat 0:15


*2 issued + 4 pending; 2011 priority date:profile building, context/reaction tagging & message

testing

APIs

integrated surveys video analytics

emotion analyticsmobile testing

curated panelsrating accuracy

competition

*acquired by Apple, January 7, 2016


unique video-rating platform w/ profile analytics

*

license model


annual revenue = $150k - $300k per

customer

video minutes

# of panelists

$$ per minute

revenue factors

= $5k - $20k test revenue

x

x

Revenue Sources 2016 2017 2018 2019 2020

One-time Setup 100 400 500 1,000 1,750 Video Analysis 112 924 3,990 12,319 26,647 Content Rating SDK 0 300 1,200 4,800 24,000

Total Revenue 212 1,690 5,990 18,119 52,037

COGS 16 212 900 2,670 6,704 Gross Profit 196 1,477 5,090 15,449 45,333

Gross Margin 92% 87% 85% 85% 87% OPEX 1,475 2,025 3,066 4,452 6,436

EBIT (1,279) (548) 2,023 10,996 39,208 Cum. CF (Loss)/Gain (1,086) (1,827) 196 11,193 50,090

Operating Margin (603%) (32%) 34% 61% 75%

projections (000s)


breakeven

11

high margin; delivering 239% CAGR over 5 years

# of customers 2 10 20 39 73

investment opportunity

• deliver APIs & SDK• deploy app & rewards• hire sales & management

• expand pipeline• sign 2 marquee

customers

$250Kfounder investm

ent

12

$1.2M conv. note (20% disc)


12- month use of funds

US video ad revenue growing 21.9% CAGR thru 2020*

*Business Insider, April 8, 2016

13

Co-founder VxTel (Intel acq’d $550M)

Co-founder & CEO Moxair20+ issued patents

Tinder Co-founder & Initial Investor

Founder Hatch LabsEIR Warburg Pincus

Anurag Bist, PhD CEO & Founder

Dinesh MoorjaniBoard Member

team

UI/UXPhD Behavioral

Science

Ramon Solves


Dan JenkinsSales & Marketing

Lotus; VP Access360 (IBM)GM Logitech; 7 startups

Software Architect

Director IT at UCLADirector IT AmeriVest

Alvin McBride

13

VP EngineeringDirector Engineering

IntelDirector Engineering

VxTel

Amit Gupta

AB-5.png

domain expertsstartup veterans

14

Anurag Bist [email protected] 949-929-1022Confidential and Proprietary © 2016 Monet Networks, Inc. All rights reserved

know how people really feel !

• $2B+ beachhead•2 patents + 4 pending

•core R&D complete• $270K founder investment

•80%+ margins•2 customer pilots• 1 marquee customer•proven, world-class team

15

appendix

16

patent # title priority summary status

US9026476

System and Method for Personalized Media Rating and Related Emotional Profile

Analytics

May 9, 2011

The patent is related to a system and method for developing interactive real time online user's personalized emotional profiles by analyzing user’s real time reaction towards a shared online multimedia content or event. The patent also discloses a method for rating online multimedia content or event, and sharing user’s emotional score within connected environment.

Issued May 5, 2015

US9202251

System and Method for Granular Tagging and Searching Multimedia

Content based on User Reaction

Nov 7, 2011

The patent is related to a method and system for granular tagging of multimedia content in a connected network using system evaluated instantaneous emotional score based on user's real time reaction at different time stamp of the multimedia content. It also provides a method for characterizing the content in a very granular manner and sharing the granular tagging characteristics of the content in the connected network.

Issued Dec. 1, 2015

US20120265811System and Method for

Developing Evolving Online Profiles

Apr 12, 2011

The application is related to a system and method to provide generation and evolution of interactive real time online user's emotional profiles using their instantaneous emotional states during interaction of shared media content or online event in a networked environment.

Patent Pending

US20130288212System and a Method

for Analyzing Non-verbal Cues and Rating a

Digital Content

Mar 9, 2012

The application is related to a method and a system for capturing and analyzing non-verbal and behavioral cues of users to provide information on the digital content in an interactive network. It also discloses a method of using non-verbal and behavioral cues of the user for generalizing the content analysis for personalization and ranking purpose.

Patent Pending

WO2013168089

Changing States of Computer Program,

Game, or Mobile App based on Real Time

Non-verbal Cues of User

May 7, 2012

The application is related to a method to drive a state of running application on a client device, based on the captured physical reaction of a user and recommending media content to the users based on the non verbal cues of the users

Patent Pending

US14/942182

System and Method For Granular Tagging and Searching Multimedia

Content Based on User’s Reaction

Nov 7, 2011

The application is related to a system and method for tagging a content based on individual cues, emotional score or emotional profile wherein the content can be a video file, a webpage, a mobile application, a product review or product demo video

Patent Pending

Monet Patent Portfolio

patent portfolio


rating a new currency for video content - insight...

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