Totaligent, Inc. Company Summary

Business Overview

• Industry: Digital Marketing and Programmatic Advertising
• Headquarters: Boca Raton, Florida
• Operational Model: Person-based digital marketing platform utilizing owned and acquired data for targeted marketing campaigns.
• Launch of Consumer Platform: Public version launched on March 5, 2025, enabling individuals and companies to access and utilize integrated digital marketing tools.

Core Services and Technology

• Managed Campaigns: Currently main source of revenue, targeting publicly traded companies and political candidates.
• Consumer-facing Platform: Offers self-service access to digital marketing tools; launched in March 2025.
• Platform Features:
  • Database Management Platform (DMP): Stores and verifies over 400 data points on each individual, enabling precise micro-targeting.
  • Data Matching & Targeting: Uses first-, second-, and third-party data to create custom audiences; site, area, and zip code-specific targeting.
  • Programmatic Advertising: Connected to over 40 web publishers; leverages data matching for display ads rather than keyword-based search.
  • Customer Outreach Tools:
    • Email marketing integrated with major ESPs (e.g., Mailgun, SendGrid).
    • SMS messaging via multiple telecom partners supporting long/short codes and 1-800 numbers.
    • Push notifications managed through internal servers, using smart codes for real-time engagement.
• Platform Automation & Integration:
  • Unified user interface consolidating multichannel marketing (email, SMS, push).
  • Continuous platform updates to comply with advertising regulations from platforms like Google, Facebook, Twitter.

Market Position and Industry

• Market Growth:
  • Global digital advertising market nearing $600 billion in 2024, projected to exceed $1 trillion by 2025.
  • Digital display ad spend in the U.S. is about 90.2% of overall digital advertising.
  • Programmatic advertising dominates with approximately 90.2% of digital display spend.
  • Driven by consumer demand for personalized, person-based marketing, increasing effectiveness and ROI.

Customer Base

• Current Customers:
  • Publicly traded companies
  • Political candidates
  • Non-profits, venture capital firms, financial markets, and donors
• Customer Acquisition & Retention:
  • Business model largely relies on managed campaigns, with plans to expand to broader consumer access upon platform maturation.

Revenue & Financials

• Fiscal Year 2024:
  • Revenue: ~$444,529
  • Gross Profit: ~$43,068
  • Operating Expenses: ~$927,749
  • Net Loss: ~$947,236
• Fiscal Year 2023:
  • Revenue: ~$731,679
  • Gross Profit: ~$250,344
  • Operating Expenses: ~$604,302
  • Net Loss: ~$402,170

Employees and Shareholders

• Employees: 8 remote workers
• Major Shareholders:
  • Edward C. DeFeudis (Founder, CEO, Chairman): controls significant ownership (~19.31% on a fully diluted basis)
  • Other notable beneficial owners include Spider Investments, BBB Group Inc., and a trust (totaling about 67% ownership among all current directors and officers).

Additional Notes

• No current sales, profit, or positive cash flow; operating losses ongoing.
• The company is in development stage, with substantial negative working capital (~$1.93 million as of December 31, 2024).
• Focused on platform development, regulatory compliance, and expanding its customer base and capabilities.
• No dividends paid and no current plans for dividends; growth financed through private placements and convertible notes.

In summary, Totaligent creates a person-based, integrated digital marketing platform that offers advanced targeting, multichannel outreach, and automation tools primarily through managed campaigns, with a strategic move toward broader consumer platform access. It leverages proprietary data management and analytics to improve ad efficiency and effectiveness in a rapidly growing digital advertising market.