Join Us in Disrupting an Industry and Maximizing Returns on Your Investments
Professionals deserve more than just tools; they deserve professional-grade solutions tailored precisely to their needs!
This is especially true when it comes to those professionals whose job requires them to monitor and manage policy, regulatory, and political intelligence. It’s a Herculean task to keep up — and there are no tools fit-to-purpose to help them stay on top, as highlighted here in our insights article about the limitations of traditional media monitoring.
At Delphic Research, we are taking on the task of disrupting media monitoring as a tool for staying on top of the various kinds of information critical to maintaining accurate and current situational awareness when it comes to governmental and stakeholder activity.
In the landscape of media monitoring, industry giants like Meltwater loom large, boasting revenues exceeding CAD 625 million annually and a staggering market capitalization of over CAD 6.75 billion in 2022. While they dominate the industry, our approach is distinct. We prioritize quality, crafting a product finely tuned to meet the precise needs of our customers. What sets us apart is our commitment to delivering superior value at a competitive price point. Remarkably, our offering often aligns with the pricing cited by Meltwater themselves, who disclosed a rate of CAD 37,500 per year in a 2022 filing.
Our customers are not well served by the market today — we’ve built a product designed for them by working with them.
This is why Delphic Research exists. We built our subscription-based knowledge service with and for our customers, providing a real solution to a problem they experience every day.
Suffice it to say, when you “build from the customer up”, product-market fit is built right in. And we’ve been getting the traction that demonstrates that we’ve hit the bullseye in providing a solution to the market values.
Some key highlights:
- Having established product-market fit and developed the platform to deliver it, we are now focused on driving growth. In our first year of dedicated commercialization, we witnessed a remarkable 500% year-over-year revenue growth and our expected to better than 4X our growth over the next year.
- Further investments in our proprietary knowledge platform, Argus, have underscored how our approach to process automation and AI will bolster the scalability of our business.
- Our average licensing fee per customer stands at CAD 48,000 per year, significantly surpassing our target average revenue per customer of CAD 30,000. As we expand into new practice verticals and customer segments, our average revenue per customer may experience a slight decline, yet we are increasingly confident in our ability to maintain a sustainable price point for our market. Moreover, we’ve identified a Service Obtainable Market (SOM) potential exceeding USD 300 million per year, focusing on key practice verticals in key target jurisdictions. This highlights the substantial growth potential within our targeted segments, further reinforcing our position for long-term success.
- This is a highly scalable business, with a clear pathway to net margins (EBITDA) in excess of 50%.
- We are seeking capital to accelerate our revenue growth, expand into new practice verticals (e.g., Mining and Critical Minerals, Energy, Public Sector), and further enhance our platform to cater to a growing customer base. Additional investments will be allocated towards optimizing speed and cost effectiveness.
I invite you to join us on this journey to build a world-class business that is spearheading digital transformation in the realm of government affairs. Below, you’ll find links to our investor deck and a two-page tear sheet.
Jason Grier
Founder & CEO, Delphic Research