Investor Due Diligence
Why Hypha? Why Now? The world changed how it watches TV. Measurement didn't. Hypha installs proprietary hardware in thousands of U.S. households to capture real, person-level viewing across every screen and app. No modeling. No guessing. Just unadulterated audience data. Nielsen sued us 4x and lost every case trying to stop us. Comscore, NBCUniversal, and P&G are already paying $5M a year for it. The world's biggest brands, agencies, and networks are ready to pay us millions a year, in 5-year deals. Our data reveals what was long considered unmeasurable. Capital to scale to 5,000 households and train our AI models is our only constraint.
Company Overview
What does the name Hypha mean?
What does HyphaMetrics do?
What problem does HyphaMetrics solve?
How does the CoreMeter work?
How is computer vision fundamentally different from audio ACR?
Revenue & Business Model
What is HyphaMetrics’ business model?
How do you think about pricing and deal structure?
What are Hypha's standard deal terms?
What drives confidence in the pipeline beyond the anchor contracts?
Customer Segments
Who are Hypha's target customers?
What do publishers use HyphaMetrics for?
What do agencies use HyphaMetrics for?
What do brands use HyphaMetrics for?
What about ad-tech companies and measurement providers?
What emerging segments do you see?
What does each of the four revenue campaigns address?
How do you serve mid-market customers?
Cost Structure & Panel Build-Out
What does it cost to build the panel to 5,500 households?
What are the ongoing costs once the panel is built?
What gross margin profile does the business have?
What are the opportunities to reduce COGS over time?
What is driving the timeline to reach 5,500 households by end of Q2 2026?
What are the key risks to the panel build timeline?
Why is 5,000 households the benchmark for statistical significance?
How do you ensure panel quality?
Technology & Product
What technology does Hypha use?
How does Hypha measure media?
How do you handle data privacy and compliance?
What is Hypha's data processing infrastructure?
What makes Hypha's data processing unique?
What does the data pipeline look like from device to client?
What is Hypha's content identification accuracy target?
Is there third-party validation of Hypha's methodology?
What content types can you measure that competitors cannot?
Competitive Landscape
Who are Hypha's biggest competitive threats?
How do you compare to Nielsen?
How do you compare to TVision?
How do you compare to alternative currencies?
What are Hypha’s defensive moats?
What prevents a well-funded competitor from replicating the CoreMeter?
Market Opportunity
What macro trends are driving demand for Hypha's solution?
How does the shift to streaming benefit Hypha?
What is Hypha's international expansion strategy?
Why is the UK the probable second market?
What does the path to profitability look like?
Intellectual Property
How many patents does HyphaMetrics hold?
Legal
What is HyphaMetrics’ litigation history?
Are you seeking recovery of legal fees?
