Roadmap

Today — Capture Telegram’s users

• Building on Telegram's tailwind growth of 950M MAU with improving ARPU

Source: Folius Ventures Analysis

• Already captured a slice of the pie, in less than a month since a soft launch, we’ve gotten

  • 2M+ subscribers on our News Channel

  • >90k members in our TG chat

  • >50k players

• Why Telegram?

  • One of the most popular sources to consume manhwa/mangas are on LINE Webtoon app which boasts 72M MAU globally

  • LINE itself is a Japan-based messenger app that’s akin to Telegram or WeChat; boasting 230M MAU and is top ranking in several South East Asia countries

  • The above indicates 31% readership rate

31% readership rate indicates product-market-distribution fit to build on TG for ease to consume AI Fantasies/manga equivalent behavior

• Catizen has driven significant revenue and ARPU rates evident by their 20mm registered users and 12mm USD revenue in 3 months into launch

Monetization has a clear proven path for us to follow

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Tomorrow — Positioned to be #1 Core Game in Telegram App Centre

Source: Folius Venture Analysis

Folius Ventures shares the emerging view that the nascent Telegram ecosystem will eventually mature beyond simple clickers, hyper casual, etc. genres to APPs that are higher in production value and product complexity

Partona.AI is positioned already to be the #1 core game with high production value + added scale with AI and UGC

Short-term goals include

• Social monetisation to deepen retention: Cosmetic upgrades, alternate character skins, and customizable environments (housing and metaverse) - all spurs trade and value creation

• New content & modes: For replayability, seasonal game modes, challenges, and story chapters with new & different characters