The company is a bet on five claims. If you disagree with any of them, the rest does not matter.
Profila
Investor conviction
Conviction
Five things you must believe.
01 — Surveillance-based advertising is structurally declining.
Investor conviction
Third-party cookies are gone, mobile tracking is opt-in and rarely opted into, privacy enforcement is accelerating, and advertisers are shifting to first-party data.
02 — Declared intent beats inferred behaviour.
Investor conviction
Search has always outperformed display for one reason: the person told you what they wanted. Declared intent generalises that beyond the search box.
03 — AI agents will mediate a large share of consumer purchasing.
Investor conviction
An agent acting for a consumer needs a machine-addressable statement of what that consumer actually wants. Today, no such statement exists.
04 — Consumers share intent when the value exchange is clear.
Investor conviction
People hand over enormous amounts of data when they get something obvious back. The objection was never sharing — it was sharing for nothing.
05 — The corpus is an unreplicable moat.
Investor conviction
A record of declared intent paired with lived outcome cannot be scraped, simulated, or bought. It can only be produced — and only by a system nobody is being watched inside.
If these five are true, Profila wins.
Market sizing and commercial terms are shared directly, under NDA, once we have spoken. Figures reach this page only with their sources attached.