Investor Overview
ARQERA is building the governance layer for AI — the infrastructure that makes AI systems safe, auditable, and compliant.
The Opportunity
The Problem
AI is being deployed everywhere. But:
- No audit trail — "What did the AI do?" No one knows.
- No oversight — AI acts autonomously without human review.
- No compliance — Regulations (EU AI Act, GDPR) require governance that doesn't exist.
- No trust — Enterprises hesitate to deploy AI due to risk.
By August 2026, the EU AI Act requires all high-risk AI systems to have human oversight, audit trails, and transparency. Penalties: 7% of global revenue.
The Market
| Segment | Size | Growth |
|---|---|---|
| AI Governance | $2.3B (2024) | 32% CAGR |
| AI Observability | $1.8B (2024) | 28% CAGR |
| GRC Software | $52B (2024) | 14% CAGR |
Total addressable market: $20B+ by 2028
Why Now
- Regulatory pressure — EU AI Act, state-level AI laws, SEC AI disclosure requirements
- AI proliferation — Every company is deploying AI, often without governance
- Enterprise readiness — CISOs and compliance officers are blocking AI rollouts
- Incident frequency — AI mistakes are making headlines (and lawsuits)
The Solution
ARQERA provides:
- Real-time evaluation — Every AI action checked in <15ms
- Audit trails — Cryptographically signed evidence for every decision
- Human oversight — Approval workflows that scale
- Compliance — Pre-built SOC 2, GDPR, EU AI Act support
- Trust scoring — Quantified trust for every AI agent
How It Works
AI System → ARQERA API → Verdict (PROCEED/ESCALATE/BLOCK)
↓
Evidence Store
↓
Compliance Reports
One API call. Sub-15ms response. Complete audit trail.
Business Model
Revenue Streams
| Stream | Description | Margin |
|---|---|---|
| Platform SaaS | Subscription for governance dashboard | 85%+ |
| API Usage | Pay-per-evaluation for high-volume customers | 90%+ |
| Marketplace | 20% of agent sales | 100% (no COGS) |
Pricing
| Tier | Price | Target |
|---|---|---|
| Free | $0 | Developers, trials |
| Personal | $19/month | Individuals |
| Pro | $39/month | Power users |
| Team | $19/user/month | SMB teams |
| Business | $19/user/month | Mid-market |
| Enterprise | Custom | F500, regulated industries |
Unit Economics
- CAC: $150 (SMB), $2,500 (Enterprise)
- LTV: $2,400 (SMB), $50,000+ (Enterprise)
- LTV:CAC: 16:1 (SMB), 20:1 (Enterprise)
- Gross margin: 85%+
- Net revenue retention: 115%
Traction
Platform Metrics
| Metric | Value |
|---|---|
| Evidence records | 986,000+ |
| Governance evaluations | 1.2M+ |
| Integrations available | 345 |
| API uptime | 99.97% |
| P50 evaluation latency | 8ms |
| P99 evaluation latency | 14ms |
Technology
| Component | Status |
|---|---|
| Core governance API | Production |
| Evidence chain | Production |
| Self-hosted AI models | Production (Modal) |
| Multi-tenant SaaS | Production |
| SDKs (Python, TypeScript) | Production |
| Marketplace | Production |
Compliance
| Framework | Status |
|---|---|
| SOC 2 Type II | Compliant |
| GDPR | Compliant |
| EU AI Act | Ready |
| ISO 27001 | Aligned |
Competition
Landscape
| Segment | Competitors | ARQERA Differentiation |
|---|---|---|
| AI Observability | Arize, Weights & Biases | We govern, not just observe |
| AI Safety | Anthropic, OpenAI safety tools | Model-agnostic, works with any AI |
| GRC Platforms | ServiceNow, Archer | Built for AI, not retrofitted |
| Custom Solutions | Internal builds | 10x faster to deploy, maintained by us |
Competitive Advantages
- Speed — <15ms evaluations vs seconds for competitors
- Evidence chain — Cryptographic proof, not just logs
- Model-agnostic — Works with any AI provider
- Compliance-native — Built for EU AI Act from day one
- Self-hosted AI — Our own fine-tuned models reduce costs
Go-to-Market
Current Focus
- Developer adoption — Free tier, great docs, easy API
- Compliance-driven sales — EU AI Act deadline creates urgency
- Partnership with AI providers — Integrations with major LLM APIs
Sales Motion
| Segment | Motion |
|---|---|
| Developers | Product-led growth, free tier, docs |
| SMB | Self-serve, Stripe checkout |
| Mid-market | Inside sales, 30-day pilots |
| Enterprise | Field sales, 90-day POC, custom contracts |
Partnerships
- AI providers — Integration partnerships for default governance
- System integrators — Implementation partners for enterprise
- Compliance consultants — Referral partners
Team
Leadership
- CEO — Serial entrepreneur, previous exit in enterprise SaaS
- CTO — Ex-Google, ML infrastructure background
- Head of Product — Ex-Stripe, compliance product experience
Advisors
- Former Chief Compliance Officer, major bank
- AI ethics researcher, Oxford
- Enterprise sales leader, Salesforce
Hiring Plan
| Role | Timing |
|---|---|
| Enterprise Sales (2) | Q2 2026 |
| Solutions Engineer (2) | Q2 2026 |
| ML Engineer (2) | Q3 2026 |
| DevRel (1) | Q3 2026 |
Financials
Projections (ARR)
| Year | ARR | Growth |
|---|---|---|
| 2026 | $500K | — |
| 2027 | $2M | 300% |
| 2028 | $8M | 300% |
| 2029 | $24M | 200% |
Use of Funds
| Category | Allocation |
|---|---|
| Engineering | 50% |
| Sales & Marketing | 30% |
| Operations | 15% |
| Legal & Compliance | 5% |
Milestones
Next 12 months:
- 1,000 active companies
- 10 enterprise contracts
- SOC 2 Type II audit complete
- EU AI Act go-live (Aug 2026)
Next 24 months:
- $2M ARR
- 50 enterprise customers
- US office
- Series A
Investment Thesis
- Regulatory tailwind — EU AI Act creates mandatory demand
- Greenfield market — AI governance is nascent; first mover advantage
- Platform potential — Marketplace creates network effects
- High retention — Once integrated, governance becomes infrastructure
- Efficient model — Product-led with enterprise upsell
Materials Available
- Pitch deck (upon request)
- Financial model
- Technical architecture overview
- Customer references
- SOC 2 report (NDA required)
Contact
Investor Relations: investors@arqera.io
Website: arqera.io
Governing AI. Building trust. Creating value.