Investor presentation

Appendix

Bangkok proof (slides 1, 2 and 4)

573 people met a stranger in person and 133 came back for another meeting: an observed repeat rate of 23.2%, with an 18-day median gap to the next meeting. Thailand only. Analytics run from 5 August 2026. Earlier meetings were reconstructed from production records, and about one third of meeting events carry the import date rather than the real date, so the repeat rate is best read as a floor. Definitions are available in diligence. How many of the 573 later became paying members is being reconciled and will be reported once verified.

Traction and revenue (slides 2, 6 and 7)

Installs: 12,825 installs from the Bangkok launch, founder-reported on 3 September 2026. Installs are not members. US$0 paid marketing means no paid advertising to date; it does not mean zero acquisition cost.

Paying members: 10, founder-reported on 4 November 2026. Paid membership opened in September 2026.

Bookings: 1,400+ restaurant bookings through Hungry Hub, founder-reported.

Burn: about US$5K a month, tech tools only, founder-reported on 5 November 2026. The founder takes no salary.

Revenue: early revenue is building across membership, tickets and booking commission. It is small today, so no revenue figure is claimed in this deck.

Pricing and partners (slides 5 and 7)

Membership is THB 700 a month in Thailand (about US$20); the standard annual rate is US$240. Outkin Tables are THB 390 a seat. These are published prices, not realised revenue per member. Hungry Hub pays an 8% commission on eligible completed restaurant bookings. Viator pays an 8% affiliate commission on eligible completed experiences once the integration is live. Eventbrite provides New Zealand event inventory through its API. KKday is signed and not yet connected. Employer-sponsored seats are planned; none are signed today.

Product (slide 5)

Discover, Invite and Connect are live in Bangkok. Plans and Broadcast are coming soon. Weekly Outkin Tables start on 12 November 2026. Profiles and venues marked Example on the screens are illustrative, not real members.

The newcomer problem (slide 3)

About 281 million people live outside their country of birth (IOM, World Migration Report 2024). This is context for the newcomer wedge, not our addressable market. The story on slide 3 illustrates a typical newcomer; it is not a specific member. Photos throughout are illustrative and are not evidence of attendance.

Events (slide 8)

Venue names and dates come from our own event records. Guests, revenue and rebooking rates per event will be reported from in-app booking data.

Competition (slide 9)

Descriptions come from each company's public positioning and press coverage, including Pie's US$11.5M Series A and 222's US$10.1M Series A. This is not a feature-by-feature comparison.

Path to scale (slides 10 and 11)

The ~US$1M a year for a mature city is illustrative arithmetic: 1% of Auckland's 770,949 residents aged 30 to 64 paying NZ$20 a month is about NZ$1.85M (about US$1.1M) a year in membership alone. It is not a forecast. 15 to 25 cities and US$15-25M of revenue describe what a venture outcome requires, not results. The employer channel is planned and no contracts are signed today. The 90-day test, its pass mark and the US$50 CAC target are management targets. Bangkok is the only city with in-person operations today.

Global open day (slides 6, 10 and 11)

Outkin plans to go live online in 20 cities on 16 November 2026: Asia-Pacific: Bangkok, Auckland, Sydney, Melbourne, Brisbane, Singapore, Bengaluru, Mumbai. North America: New York, Los Angeles, San Francisco, Chicago, Miami, Toronto, Vancouver. Europe and Middle East: London, Dublin, Lisbon, Barcelona, Dubai. Month-one marketing budget is US$1,500 from 16 November, about 60% paid boosts and 40% paid creator Reels, spent only behind the cities with the most installs, with organic content, barter creators and ambassadors at no cash cost. Ambassadors earn per booking through tracked codes. Installs are tracked by city and code. These are plans, not results.

Use of funds and milestones (slide 13)

Milestones and planned spend are management targets and plans, not results or forecasts. Runway assumes the full raise and excludes revenue and fundraising costs. Paid spend scales only after the pilot shows repeat use.

Financing

Outkin has raised about US$400K on SAFEs (founder-reported) and is raising a further US$500K on a SAFE with a US$5M post-money valuation cap and a 20% discount, minimum cheque US$10K, with a first close target of US$100K. Rolling closes as subscriptions are agreed. The valuation cap is a SAFE conversion term, not a company valuation or a priced equity round. Prior financing documents are available in diligence.

Team (slide 12)

Michael Cluzel is a strategy advisor to Outkin, not a founder; he co-founded Eatigo. Mike Sherrill, an existing investor, co-founded Machine Zone. Team titles are working titles.

Nothing in this deck offers a guaranteed introduction, a guaranteed match or unlimited event seats.