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Investor deckQ3 2026Confidential

Youโ€™re 
in .

The problem

โ€œWhere should we go rn?โ€

Big problem. An age-old question that haunts most of humanity daily. And texts with your gf. And the business meeting. And theโ€ฆ you get it.

0%
of group trips never make it out of the group chat.

Talker Research, July 2026

3.5 stars
is elite in Tokyo, and that 4.7 with thousands of reviews? Tourists.

Tabelog rating distribution

#1
place the trip goes sideways: at the restaurant, with no shared language and not a single clue what to order.

Japan Tourism Agency exit survey, FY2025

In Tokyo itโ€™s worse. The best rooms are basements with no sign, the ratings mean the opposite of what youโ€™d think, and the menu is in Japanese.

The answer

With vibe, now you know.

A map of places by the people who actually go to them. Less scrolling, more going. Be a goer; go touch some grass.

The product

Ask like youโ€™d text a friend.

Ask literally anything. The app has an answer. Your saved places, whatโ€™s on tonight, where, how much and for how long. 800+ events live on the map, pulled in every day. Every answer is a real place in the app, checked against our own database. Nothing made up.

One map. Our own pins.(for now)

1,900 places, every one hand-picked. Already the biggest curated map of Tokyo in existence. Every pin came from someone in our personal taste network, or from the last decade of our teamโ€™s time in Japan, with the notes youโ€™d get from someone who has been there.

Bring your saves.

The place you scrolled past in Reels and thought, date night. The pop-up all over your TikTok. Your Google Maps pins, the note a friend sent. Share it to vibe and itโ€™s on your map, ready when you are.

Every place has a story.

What itโ€™s like inside, when to go, whether itโ€™s worth the train ride. That question, โ€œwhatโ€™s the vibe?โ€, is the whole decision. Itโ€™s literally our name.

It learns from you. Every night out.

With our graphs, vibe remembers what you loved, notices what you skipped, and brings your taste with you city to city. The goal is a premier database of consumer taste.

Ask Vibe: I want an artsy cocktail. The answer names Rokusho in Naka-Meguro, then NANZUKA TAKEN in Shibuya
The map, filtered to nightlife: our own pins with a line each
Import places: bring your saves from Instagram and TikTok, Google Maps, or notes and text
A written-up place: A10, a speakeasy-style record bar in Shibuya, with tips
Your taste: intimate, 70% of your saves lean this way, and your top tastes
Who we are

We are the culture.๐Ÿ”ฎ

Product at Spotify and YouTube scale. Tokyoโ€™s underground rooms. An organic media network that does a million views a post, in-house. We can put vibe in front of a million people in a day, without buying a single ad.

Chris
Vision ยท Co-founder, CEO
A product designer who changed how hundreds of millions of people enjoy music and video together: Spotify Canvas, the original 24/7 YouTube radio format, and a music project past a billion streams.
Kat
Product ยท Co-founder, CPO
An experiential director who shapes Tokyoโ€™s underground nightlife and car culture, and builds the high-FOMO physical spaces young creators queue up to be part of.
Kole
Distribution ยท Co-founder, CMO
Known online as Tokyo Sims. A viral marketer with over 4 million followers across platforms, and an organic media network that delivers over a million views per post.
Who we know

Some of our friends.

These are just a few of the folks directly in our circle, for everything from cross-promotion, branding, events and activations, all the way up to partnerships: venues, editorial, even IRL experiences ($$$).

soho house tokyocomplex japantwelvthe editionred bullsabukaruboiler roomnubianhennessyhabushdover street markettokyo weekendermercaritokyovitaminjr railabemasoftbankkobaltlive nationultrauniversalutawarnersoho house tokyocomplex japantwelvthe editionred bullsabukaruboiler roomnubianhennessyhabushdover street markettokyo weekendermercaritokyovitaminjr railabemasoftbankkobaltlive nationultrauniversalutawarner

+ many more, including an influencer network in the hundreds of millions.

How we make money

Visitors buy a week. Locals subscribe.

The city is free to browse. The taste, the events and the graph are what you pay for.

Trip Pass ยท for visitors
$29.99once
One week of the city.

Buy it when you land, use it all week. Nothing to cancel. A visitor spends ยฅ230,000 in Japan; this is a rounding error on the trip.

vibe+ ยท for locals
$19.99a month
For people who live there.

The longer you stay, the smarter it gets. Less than a round of drinks, once a month.

99% gross on a paying user ยท a subscriber is worth about $139 over their life ยท venues and brands pay from year two ยท $100k a month is the goal.

Why now

A great answer costs $0.003.

Two years ago this product could not exist. Next year it costs a third of today. Our model only gets cheaper to run.

$0
A typical answer with the whole city in context, measured in production. The same class of model cost four times more in 2023.
0M
people visited Japan in 2025, a record. Almost none of them read Tabelog.
0%
of people still trust online reviews as much as a friend. Down from 79% five years ago.

Median of 802 answers, Sep 2026 (the average is $0.008) ยท Anthropic list prices 2023โ€“26 ยท JNTO 2025 ยท BrightLocal Local Consumer Review Survey 2025.

The market

$120bn a year in Japan(only)
spent going out.

This is what visitors and locals spend on eating, drinking, going out and shopping while travelling, before any hotels and flights. We only need a sliver of it to be absurdly valuable.

Going out in Japan, 2025
$120bn
Of $251bn total tourism spend inside Japan. Food, drink, entertainment and shopping, inbound and domestic.
Tokyo, visitors only
$22bn
Inbound spend in Tokyo alone. Tokyo, Osaka and Kyoto take three quarters of all inbound spend in the whole country.
Our five-year plan
$200M/yr
835K subscribers. More people cross Shibuya crossing every single day.

Japan Tourism Agency, 2025 final surveys (inbound ยฅ9.45T; domestic ยฅ26.8T; Tokyo ยฅ3.29T inbound; food, drink, entertainment and shopping ยฅ17.4T). ยฅ149.6 = $1.

Who else

Google gives you 50,000 options. You need (the right) one.

Ask Maps reached Japan this month: a chat box bolted on top of the same review pile. A strangerโ€™s take on one of those 50,000 places, nothing curated, and the decision is still yours to make.

How much

A pre-seed to launch, and to prove people pay.

The product is built and the reach is in the room. The money buys the launch, the first paying cohort in Tokyo, the rest of Japan, and the first city abroad.

$1M
Post-money SAFE
$10M
Valuation cap โ€” no premium to the pre-seed market
10%
Ownership at the cap
24
Months of runway on the base case
Month 3

App Store live. Trip Pass and vibe+ on sale. Osaka built.

Month 6

First 1,000 paid trips. Osaka and the winter circuit live, with their first partner venues.

Month 12

Three cities. $30โ€“50k a month. A Series A conversation on real cohorts.

Today: 1,900 places live in Tokyo across 116 neighborhoods, the biggest curated map of the city in existence. Osaka next with 200 checked. Japanโ€™s winter circuit is underway, 500+ hand-picked places and counting.

Explore the financial model
Expansion

Tokyo today. Any city in a day.

A new city spins up in under 24 hours. Tokyo was the hard one.

๐Ÿ‡ฏ๐Ÿ‡ตTokyoLive๐Ÿ‡น๐Ÿ‡ญBangkokLive๐Ÿ‡ฏ๐Ÿ‡ตOsakaIn progress๐Ÿ‡ฏ๐Ÿ‡ตKyotoIn progress๐Ÿ‡บ๐Ÿ‡ธMiami๐Ÿ‡ฐ๐Ÿ‡ทSeoul๐Ÿ‡ธ๐Ÿ‡ฌSingapore๐Ÿ‡ญ๐Ÿ‡ฐHong Kong๐Ÿ‡น๐Ÿ‡ผTaipei๐Ÿ‡ฎ๐Ÿ‡ฉBali ๐Ÿ‡ฏ๐Ÿ‡ตTokyoLive๐Ÿ‡น๐Ÿ‡ญBangkokLive๐Ÿ‡ฏ๐Ÿ‡ตOsakaIn progress๐Ÿ‡ฏ๐Ÿ‡ตKyotoIn progress๐Ÿ‡บ๐Ÿ‡ธMiami๐Ÿ‡ฐ๐Ÿ‡ทSeoul๐Ÿ‡ธ๐Ÿ‡ฌSingapore๐Ÿ‡ญ๐Ÿ‡ฐHong Kong๐Ÿ‡น๐Ÿ‡ผTaipei๐Ÿ‡ฎ๐Ÿ‡ฉBali
๐Ÿ‡ซ๐Ÿ‡ทParis๐Ÿ‡ฌ๐Ÿ‡งLondon๐Ÿ‡ช๐Ÿ‡ธMadrid๐Ÿ‡ช๐Ÿ‡ธBarcelona๐Ÿ‡ฉ๐Ÿ‡ชBerlin๐Ÿ‡ณ๐Ÿ‡ฑAmsterdam๐Ÿ‡ต๐Ÿ‡นLisbon๐Ÿ‡บ๐Ÿ‡ธLos Angeles๐Ÿ‡บ๐Ÿ‡ธSan Francisco๐Ÿ‡จ๐Ÿ‡ฆToronto๐Ÿ‡ฒ๐Ÿ‡ฝMexico City๐Ÿ‡ฆ๐Ÿ‡บMelbourne ๐Ÿ‡ซ๐Ÿ‡ทParis๐Ÿ‡ฌ๐Ÿ‡งLondon๐Ÿ‡ช๐Ÿ‡ธMadrid๐Ÿ‡ช๐Ÿ‡ธBarcelona๐Ÿ‡ฉ๐Ÿ‡ชBerlin๐Ÿ‡ณ๐Ÿ‡ฑAmsterdam๐Ÿ‡ต๐Ÿ‡นLisbon๐Ÿ‡บ๐Ÿ‡ธLos Angeles๐Ÿ‡บ๐Ÿ‡ธSan Francisco๐Ÿ‡จ๐Ÿ‡ฆToronto๐Ÿ‡ฒ๐Ÿ‡ฝMexico City๐Ÿ‡ฆ๐Ÿ‡บMelbourne

Twenty-five cities already built into the app. Live in Tokyo and Bangkok. Osaka and the winter circuit are next.

Integrations

Prove Tokyo๐Ÿ—ผ Copy pasteโœ‚๏ธ

Same playbook, local everything. Thatโ€™s the whole enchilada.

Tokyo ยท Live
  • ๐Ÿฑ
    ReservationsTableCheck, Tabelog, OMAKASE, Hot Pepper
  • ๐Ÿš•
    Ride-hailingUber, GO, S.RIDE
  • ๐Ÿ’ด
    Payments & loyaltyRakuten, PayPay, poi-katsu programs, Suica
  • ๐ŸŽŸ๏ธ
    TicketingZaiko, LivePocket, and ticketing platforms such as PIA
Anywhere ยท Next
  • ๐Ÿฝ๏ธ
    ReservationsOpenTable, SevenRooms, plus the local default
  • ๐Ÿš
    Ride-hailingUber, Bolt, Grab, plus the local default
  • ๐Ÿ’ณ
    Payments & loyaltyApple Pay, local wallets and loyalty programs
  • ๐ŸŽซ
    TicketingDICE, Eventbrite, plus the local default
The moat
  • โœจ
    Local tastemakers & curationThe editorial/social graph that canโ€™t be replicated
  • ๐Ÿจ
    Hotel & concierge channelsEdition Hotel, 1 Hotels (in talks)
  • ๐ŸŒƒ
    Venue & nightlife networkExclusive access, guest list automation
  • ๐Ÿธ
    Restaurants & barsCurated reservation flow

Prove the playbook in Tokyo โ†’ the rest of Japan โ†’ anywhere.

Where next

The signal picks the next city.

Every save, review and search in a city we havenโ€™t launched is a vote. We donโ€™t guess at new markets. Our users show us.

๐Ÿ‡ฏ๐Ÿ‡ตTokyoLive

Capture inbound tourism.

๐Ÿ‡ฐ๐Ÿ‡ทSeoul

Key partnerships.

๐Ÿ‡น๐Ÿ‡ญBangkok

Expansion into South-East Asia.

๐Ÿ‡ญ๐Ÿ‡ฐHong Kong

Asiaโ€™s hub. The whole region passes through.

The corpus grows itself

Every curation, save and review enriches the platform. When users start curating heavily in a city before weโ€™ve launched there, that tells us exactly where to go next.

Demand shows up first

Activity in un-launched cities is a natural demand signal. The map of where people want us is drawn before we spend a yen.

Every city compounds

More users attract more venues, more venues attract more users. Each new market makes the network worth more.

How you make money

If it works, this is Letterboxd for places.

Letterboxd sold 60% at a $50โ€“60M valuation with 10M members, and was in sale talks at around $250M three years later with 30M. Taste communities compound.

If it works

$34.2M run-rate in year three across ten Tokyo-equivalents. A Series A at 8โ€“12ร— revenue marks the company at $273โ€“410M: 27โ€“41ร— the cap, before an exit.

vibe
ยฉ 2026 Ouroboros, Inc.
2261 Market Street
San Francisco, CA