Investor Presentation · July 2026
Where Real India Speaks.
An AI-powered, text-first social platform for India's languages, cultures and communities — engineered to become the definitive Indic knowledge corpus that AI will pay for.
Pre-Series A · ₹25–35Cr
Benchmarked to Reddit & Facebook
India's Social Media
01
The ProblemIndia has no platform of its own
Foreign platforms, foreign filters
Instagram, Reddit and YouTube are built for Western tastes. Indian culture, languages and folklore are secondary — never central.
Language invisibility
22 scheduled languages, 100+ dialects — yet every dominant platform is English-first. Billions of conversations have nowhere to go.
Cultural erosion
Folklore, oral traditions and regional knowledge are dying silently. No digital space exists to preserve or celebrate them.
The AI blind spot
AI models learn from text corpus like Reddit — where Indian regional and local knowledge barely exists. India's knowledge is invisible to the AI era.
02
The SolutionDeep communities. Every Indian language. AI-native.
A text-first, community-driven platform fusing deep discussion with India's cultural heartbeat — and building the Indic knowledge corpus as it grows.
Communities
Hyper-local sub-communities by region, language, interest and craft — down to pin-code level
Indian AI / LLM
Custom-trained Indic LLM for curation, moderation, translation and discovery
Folklore revival
Living archives of oral traditions, folk art and regional wisdom
Multilingual by design
Hindi, Tamil, Telugu, Kannada, Bengali, Marathi + 16 more — UI and content
Creators earn natively
India's 60M+ creators build audience and income through the GOAT economy
National identity
Festivals, occasions, regional pride and cultural moments at the core
03
Market OpportunityThe largest under-served digital market on earth
1.46BPopulationWorld's most populous nation
806MInternet users55.3% penetration · +6.5% YoY
491MSocial media users#2 globally · +5.2% YoY
TAM · $2.95B
India social media ad market by 2030 (Statista, 10.9% CAGR)
SAM · ~$600M
12–40yr urban + semi-urban users (~400M × $1.50 ARPU)
SOM · ~$60M · Yr 3
Ads, premium, brand partnerships and AI data licensing
96%Mobile-first access
28.8Median age
6h 49mDaily online time
62.9%Tier 2/3 & rural share
04
ProductBuilt feature by feature for Bharat
Ten committed roadmap features — three are margin-positive by design. Total build: ₹1.9–2.7Cr staged over 3 years.
Localization — 22 languages
Full UI in every scheduled language. Unlocks the Bharat TAM — highest-ROI build on the roadmap.
AI content translation
Every post readable in your language. Free tier capped daily; unlimited is a premium perk.
Local AI feed agent
A personal on-device curator — the user controls their feed, not a black-box algorithm. Near-zero server cost.
Bot-based communities
Automated utilities and engagement. Bot slots sell through the Store at 94% margin — self-funding.
Hybrid moderation
AI first-pass on every post + volunteer community mods + paid escalation team. Advertiser-safe by design.
UPI-native payments
0.3% payment rails vs 30% app-store cut — recovers ~12 points of margin on web purchases.
Rich chat
Stickers, GIFs and voice notes — sticker packs open a new Store SKU category.
Badges & community titles
Recognition scoped per community. Zero marginal cost, pure retention.
Social logins
One-tap onboarding. A CAC reducer, not a cost line.
05
AI StrategyAPI-first → fine-tune → own & license
Phase 1 · 0–6 mo
Buy before build
₹1.5–3L/mo
- External LLM APIs for feed ranking + search
- Translation API base layer
- Off-shelf image + toxicity moderation
- RAG over community content
Phase 2 · 6–18 mo
Train the Indian model
₹1.2Cr one-time + ₹8–15L/mo
- Fine-tune Llama-class 8B on Indic corpus (AI4Bharat)
- LoRA adapters per language
- Owned GPU inference replaces APIs at 3M MAU
- Indic voice-to-text + translation self-hosted
Phase 3 · 18–36 mo
Own the cultural moat
₹20–40L/mo
- Full Indic multilingual LLM (15B+ params)
- Cultural knowledge graph: myths, festivals, crafts
- AI data licensing to labs, enterprises, govt
- Model API for Bharat-focused SaaS
The data thesis — why text-first wins the AI era: AI labs pay Reddit for its corpus because that's where conversational human knowledge lives — Google alone pays ~$60M/year, with $200M+ in contracts signed. No equivalent corpus exists for Indian regional languages, local knowledge or folklore. Every post on UnitedGOAT builds exactly that dataset. Our Y3 licensing line (₹6Cr) is priced at a small fraction of Reddit's proven rates — for a corpus only we are building.
06
The GOAT EconomyDual-ledger: compliant, creator-first, margin-rich
User ₹
→
GOAT Coinspurchased · spend-only
→
Awards · Store · Boosts
→
GOAT Pointsearned by creators
→
Cash-out ₹KYC-verified UPI payout
GOAT Coins — purchased
| Peg | 1 Coin = ₹0.10 · bundles ₹10–₹499 |
| Bonus ladder | +5 → +500 Coins on larger packs |
| Compliance | Closed-loop, never cashable — no PPI authorisation needed |
| Breakage | 15–20% unredeemed = pure margin |
| Web UPI checkout | 0.3% fees vs 30% store cut · 40%+ GMV target |
GOAT Points — earned
| Earned by | Posts, streaks, quests, awards received |
| Spent on | Point Store — cosmetics + utility SKUs |
| Creator cash-out | ₹500 min (₹250 Pro) · KYC-verified UPI payout |
| Platform take | 30–35% blended on Coin→Points flows |
30–35%Blended platform takeAfter 65–70% flows to creators
100%Margin on Points SKUsEarned currency — zero cost basis
94%Margin on bot slots800 C/mo vs ₹5 compute
1–3%Paying conversion500K–1.5M payers at 50M MAU
07
PremiumReal value people pay for — every perk costed
Built on the pattern behind Discord Nitro, Telegram Premium and Reddit Premium: capacity lifted + priority + included currency + unique utility.
GOAT Free
₹0/mo
The growth engine — earning never gated
- 25MB uploads · 2-min voice notes
- 50 communities · 10 AI translations/day
- Full Points earning for everyone
GOAT Plus
Popular₹99/mo
₹799/yr · 33% off
- 500MB uploads (20× free) · HD preserved
- 15-min voice notes + Indic voice-to-text
- Unlimited AI translation
- Local AI feed agent — personal curation
- 200 Coins/mo included · ad-free
- 1.5× Points · 200 communities · priority replies
Creator Pro
Power₹199/mo
₹1,599/yr · 33% off
- Everything in Plus
- 2GB uploads · 60-min voice notes
- Priority cash-out · threshold ₹500→₹250
- 500 Coins/mo · 2× Points multiplier
- AI creator analytics + insights
₹23.9Plus perk delivery /moStorage ₹6.4 · ASR ₹2.4 · translation ₹0.5 · agent ₹1.5 · Coins ₹9.1 · ad-free ₹4
58%Plus net margin₹57.2 after perks + blended payment fees
50%Creator Pro net margin₹99.3 after ₹63.6 perks + fees
Honest costing is the pitch: most decks claim 85–90% subscription margins by ignoring perk delivery. We show 50–58% with every benefit priced — and it compounds, because storage, speech and translation run as marginal load on AI infrastructure we already operate.
08
RevenueSeven streams, one flywheel
| Stream | Mechanics | Y1 | Y2 | Y3 |
|---|---|---|---|---|
| Native advertising | Base CPM ₹80–120; cultural AI segments ₹200–400 (3–5× lift); ~2% sell-through assumed | — | ₹8Cr | ₹45Cr |
| GOAT Premium | Plus ₹99 + Creator Pro ₹199 · 2% conversion path · real-value perks | — | ₹2.5Cr | ₹14Cr |
| Coins & Store (net) | 30–35% take after creator payouts · cosmetics + utility SKUs | ₹0.2Cr | ₹1.8Cr | ₹9Cr |
| Coin breakage | 15–20% unredeemed float | ₹0.03Cr | ₹0.3Cr | ₹1.5Cr |
| Sponsored Quests | Brands fund Point pools · ₹8–25 CPE · 60–75% margin | — | ₹0.5Cr | ₹3Cr |
| Brand communities | Starter ₹5–15L · Growth ₹25–50L · Flagship ₹75L–1.5Cr/yr · ~35 brands by Y3 | ₹0.5Cr | ₹4Cr | ₹18Cr |
| AI data licensing | Indic corpus — the Reddit-precedent stream, priced at a fraction of proven rates | — | — | ₹6Cr |
| Total revenue | ₹0.73Cr | ₹17.1Cr | ₹96.5Cr |
L1 — Users
Paid CPI ₹80–120 → ₹60–90 at scale · referral ₹30–50 (50–75% cheaper, +16% LTV) · Points onboarding ₹15–25
L2 — Creators
500 nano culture-KOLs (₹3–8K/deliverable) · 200 micro ambassadors (₹8–40K) · performance Creator Fund ₹50–100L equiv/yr
L3 — Brands
Three partnership tiers + activation fees ₹1–20L · AI persona reports make community insight the product, not ad slots
09
Growth ModelBenchmarked, not hoped
400%Y1→Y2 growth3M → 15M MAU · 14.4% MoM
233%Y2→Y3 growth15M → 50M MAU · 10.6% MoM
≈FBFacebook's early curve0→50M in ~3.5 yrs — ours mirrors it
~36%Y5 steady stateMature vernacular-platform rate
| Platform | Curve | Period | vs our plan |
|---|---|---|---|
| International — the platforms we benchmark against | |||
| Reddit (benchmark) | 430M+ MAU · $1.3B rev · +60% YoY | At maturity | Validates our stack: text + ads + premium + AI data |
| Facebook (early) | 0 → 50M | ~3.5 yrs | Nearly identical to our 3-year 50M plan |
| Instagram · Telegram | 0 → 100M | ~2.5 yrs each | 2× faster than our plan |
| TikTok (international) | 0 → 500M | ~18 months | 10× faster — the category ceiling |
| Twitter · Discord | 30M in 3 yrs · 100M in ~5 yrs | 2006–09 · 2015–20 | Both slower — and both won their categories |
| India — proof of local market speed | |||
| Vernacular wave (2017–21) | Multiple apps: 0 → 100–160M | 12–25 months | Local demand runs 4×+ faster than our plan assumes |
The one-line answer: our 50M-in-3-years curve sits on Facebook's early trajectory, 2× slower than Instagram and Telegram, 10× slower than TikTok — while India's own vernacular platforms grew 4× faster than this plan in this exact market. Only Twitter and Discord grew slower, and both still won their categories.
10
Unit EconomicsCost per user collapses; revenue per user compounds
Infrastructure cost per MAU / month
1M MAU
₹19.5
5M MAU
₹9.4
10M MAU
₹8.0
25M MAU
₹6.4
50M MAU
₹5.8
| Stage | Rev/user/mo | Infra/user | Margin/user | Blended CAC |
|---|---|---|---|---|
| 1M · Q4 Y1 | ₹2.0 | ₹19.5 | −₹17.5 | ₹120 |
| 5M · Q2 Y2 | ₹5.5 | ₹9.4 | −₹3.9 | ₹95 |
| 10M · Q4 Y2 | ₹8.5 | ₹8.0 | +₹0.5 — crossover | ₹80 |
| 25M · Q2 Y3 | ₹12 | ₹6.4 | +₹5.6 | ₹70 |
| 50M · Q4 Y3 | ₹16 | ₹5.8 | +₹10.2 | ₹60 |
10MMAU crossover · Q4 Y2Revenue/user first beats cost/user
₹10.2Margin/user at 50M₹16 revenue − ₹5.8 honest cost
5.9 moCAC payback at 50M₹60 CAC ÷ ₹10.2 monthly margin
−70%Cost/user 1M→50MFixed AI infra spread across users
11
FinancialsThree-year P&L — every cost on the table
| ₹ Crore | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Revenue | |||
| Native advertising | — | 8.0 | 45.0 |
| GOAT Premium | — | 2.5 | 14.0 |
| Coins & Store (net) + breakage | 0.23 | 2.1 | 10.5 |
| Sponsored Quests | — | 0.5 | 3.0 |
| Brand community partnerships | 0.5 | 4.0 | 18.0 |
| AI data licensing | — | — | 6.0 |
| Total revenue | 0.73 | 17.1 | 96.5 |
| Costs | |||
| App + platform infrastructure | 2.5 | 5.0 | 10.0 |
| AI infrastructure (LLM, speech, translation, moderation) | 1.5 | 6.0 | 9.0 |
| CDN + storage (incl. premium media) | 0.8 | 2.5 | 9.0 |
| Premium perk delivery | — | 0.5 | 2.5 |
| Trust & Safety (human team) | 0.3 | 1.2 | 3.5 |
| Roadmap feature builds | 0.8 | 1.2 | 0.7 |
| Creator programme + Points payouts | 0.5 | 1.5 | 3.0 |
| User acquisition | 0.6 | 3.0 | 8.0 |
| Brand sales + activation | 0.3 | 1.0 | 3.0 |
| Team + salaries | 1.5 | 3.0 | 7.0 |
| Ops, legal, compliance | 0.5 | 1.0 | 3.0 |
| Total costs | 9.3 | 25.9 | 58.7 |
| EBITDA | −8.6 | −8.8 | +37.8 |
| EBITDA margin | — | — | 39.2% |
₹96.5CrYear 3 revenueSeven streams, conservative assumptions
39.2%Y3 EBITDA marginBeats Pinterest (39%), approaches Meta (41%)
₹17.4CrTotal seed consumedY1+Y2 deficit — well inside the ₹25–35Cr raise
Built for diligence: perk delivery, human moderation and all ten roadmap features are explicit cost lines. Margins that survive scrutiny beat margins that impress on first read. AI spend of ₹9Cr in Y3 enables ₹51Cr of AI-dependent revenue (targeted ads + data licensing) — a 5.7× return on AI investment.
12
CompetitionThe open position: deep + Indic + AI-native
| Capability | X | Vernacular apps | UnitedGOAT | ||
|---|---|---|---|---|---|
| Deep text communities | Yes | No | Partial | No | Core |
| Full Indic language depth | No | Partial | Partial | Yes | Core |
| Cultural AI + local agent | No | No | Grok, not cultural | Basic | Core |
| Folklore & heritage archives | No | No | No | No | Core |
| Creator economy w/ cash-out | Limited | Yes | Limited | Limited | Core |
| Indic AI data corpus | English-only | No | No | Video, not text | Only us |
Positioning: Reddit proves the business model but will never be Indic-first. Vernacular video apps have reach but no depth and no text corpus. The deep-community + Indic + AI-native position is structurally empty — and the winner takes the dataset.
13
The AskPre-Series A · ₹25–35Cr
₹150–200CrPre-money (~$18–24M)At India AI-seed median $17.9M — a 42% AI premium is market standard
18 moRunway to Series AY1+Y2 burn ₹17.4Cr — fully covered
$1BKrutrim first roundIndian cultural + language AI thesis, validated
10–25×AI seed revenue multiplesCurrent India benchmark range
Use of funds
Product dev
32%
AI / LLM build
22%
User acquisition
18%
Creator programme
12%
Brand sales
10%
Ops & legal
6%
18-month milestones
| Mo 1–3 | MVP launch · beta communities · 100K users |
| Mo 4–6 | v1.0 public · 5 Indic languages · 1M MAU |
| Mo 7–12 | Owned AI live · 10 languages · 10M MAU |
| Mo 13–18 | ₹1Cr/mo revenue · 25M MAU · Series A |
14
Founding TeamOperators, not first-timers
AT
Ashutosh Tekriwal
Founder · CEO
Technology-oriented operator at the intersection of enterprise digitization, commerce and scalable business operations.
CS · NYIT Manhattan
BBA · Swiss Business School (IILM)
Sr. Business Development Manager · Star Global Group
High-value B2B trade · iron ore & coal import/export
Zoho One · ERP · CRM · HRMS deployment
SnapUp brand · ODM/OEM · Startron Lifestyles
Equity markets · financial analysis · risk
Started in field sales — bottom-up GTM instincts
AD
Ashutosh Dixit
Founder · COO
Director at Gopaljee Milk & Milk Products — P&L, plant operations and treasury at one of India's largest dairy & UHT houses.
BBA/MBA · Lancaster University, UK
PG Dip Hotel Mgmt · HTMI Switzerland
Director · Gopaljee Group (est. 1989)
~14 lakh litres/day milk handling capacity
Contract manufacturing for national dairy brands
Village-level procurement networks · North India
Built investor-grade MIS, DPRs & audited reporting
9+ yrs across Dairy · FMCG · Bakery · Restaurants
MN
Mohit Nagpal
Founder · CTO
14 years of engineering — embedded systems to enterprise UI to cloud platforms to applied AI.
BTech CSE · 14 yrs engineering
Wipro · Infinite · RMTag · Rhaegan
Python · TypeScript · Angular · C++ · Qt/QML
AI models: image detection · chatbots · custom functions
Test automation: Playwright · Cypress · Squish
Enterprise clients incl. Evident Scientific / Olympus
CI/CD · GitLab pipelines · 3D printing
Why this team for this company: a CEO who deploys enterprise systems and closes B2B revenue; a COO who runs rural procurement networks and institutional-grade finance at national scale — the exact muscle for Bharat distribution and the economy's compliance backbone; a CTO who has shipped production software for 14 years and builds applied AI. Product, distribution, capital discipline — covered.
The Opportunity
A Billion Voices.
One Platform.
One Platform.
Growth on Facebook's curve. A business model Reddit has proven. An Indic AI corpus only we are building. Every number in this deck survives diligence.
₹96.5CrYear 3 revenue
39.2%Y3 EBITDA margin
10MMAU breakeven · Q4 Y2
₹25–35CrPre-Series A ask
FRIDAY TECHNOLOGIES PRIVATE LIMITED · INFO@FRIDAY-TECHNOLOGIES.COM · WWW.FRIDAY-TECHNOLOGIES.COM
CONFIDENTIAL & PROPRIETARY · V1.0 · JULY 2026
CONFIDENTIAL & PROPRIETARY · V1.0 · JULY 2026