INVESTOR OVERVIEW · JULY 2026
The companyintelligence layer.
AI is joining every company with no memory of it. Retenna is the shared, provable memory a company runs on — for the team and for every AI it puts to work: ChatGPT, Claude, and its own agents.
23
COMPANIES WAITLISTED — ALL ORGANIC
20 min
TO SET UP — NO ENGINEERS
$1M
PRE-SEED · RAISING ON A SAFE
Every expensive surprise announces itself first. Quietly.
“Acme Inc. has gone quiet since the pricing call… anyone heard from them?”
NOTICED 19 DAYS LATER — THE CUSTOMER WAS LOST
“Still blocked waiting on the vendor. Third week running.”
NOTICED AT THE REVIEW — THE LAUNCH SLIPPED
“…two security responsibilities remain unassigned as of this review.”
NOTICED IN THE FINDINGS — THE AUDIT FAILED
None of it was hidden. It was just scattered, unread, and manual.
Nothing watches the gap. Decide in Monday’s meeting, find out how it went in next quarter’s review — no one compares plan to reality in between.
The memory walks out the door. Goals, decisions, promises, and the “why” behind them live in human brains and scattered tools.
And it compounds. Every quiet miss has a price tag: the lost customer; the missed target/goal or slipped launch; the failed audit; the compliance lawsuit.
AI agents made it louder, not quieter.
AI agents now work inside company tools around the clock — Gartner expects a third of business software to ship with agents built in by 2028. Every agent is another worker with no memory of the company — and another stream of activity nobody reads.
88%
of companies now use AI somewhere in the business
23%
of executives say their AI agents deliver real returns today — the rest are still trying
>40%
of AI-agent projects are forecast to be cancelled by 2027 — unclear value, weak controls
The bottleneck is no longer how smart the AI is. It’s that no one controls what it knows, checks what it does, or keeps a record of any of it.
SOURCES: MCKINSEY STATE OF AI 2026 · WRITER 2026 ENTERPRISE SURVEY (N=2,400 EXECUTIVES) · GARTNER AGENTIC AI FORECASTS 2025–28
One shared brain — for your team and every AI you hire.
CONTEXT
A memory you can ask anything
Every meeting, ticket, thread, and call becomes organised knowledge — decisions, promises, customers, risks — each linked to where it came from.
Facts stay separate from guesses and inferences. Straight answers, proof attached.
It never forgets — even when people move on, go on leave, forget to check, or forget to provide full context to agents manually.
AUTOMATION
Problems caught while they’re small
Around the clock, Retenna compares what’s happening against what was planned and promised — and speaks up the moment they part ways.
It watches the outside world too: competitor moves, new regulations, security alerts — connected to your deals and projects.
Briefs land before your Monday does.
AI AGENTS
Every AI, finally smart about your business
ChatGPT, Claude, coding agents, custom agents — all plug into the same Retenna brain. Each one is briefed with all the necessary context before every job and then checked after.
They get clear limits and permissions, and every action is recorded and reversible.
Tweak something once, and Retenna gets smarter, which makes employees more efficient and AI agents much smarter.
Twenty minutes to set up. No engineers, nothing to rebuild.
Companies run an open loop: decide, hope, check back weeks later. Retenna closes it — something finally watches what happens next, compares it to the plan, and speaks up the moment they drift apart.
1 · CONNECT
Link the AI your company already pays for — ChatGPT, Claude, custom agents — or your tools directly. They do the reading through connections that already exist.
2 · ONE SECURE DOORWAY
Everything reports in through a single, permission-checked entrance. Identity is verified on every call, and each company’s data is sealed off from every other’s.
3 · THE RECORD
What matters is saved with its source attached. Facts are kept apart from inferences, duplicates are merged, and disagreements stay visible.
4 · IT WORKS FOR YOU
The radar ranks what needs attention. Briefs write themselves. Answers come with proof. Fixes arrive prepared — your OK first, everything on the record.
The workforce just changed faster than the memory.
FORCE 1 · 2026
AI agents became employees
Companies shipped agents that work around the clock inside company tools — and 1.3M+ businesses already pay for either ChatGPT or Claude. More workers, more streams, but still zero shared memory.
FORCE 2 · THE DOOR OPENED
The wiring problem is solved
A universal plug — backed by OpenAI, Anthropic, Microsoft, and Google — now connects AI to every work tool: 10,000+ ready-made connections and counting. What once needed an army of engineers now needs none.
FORCE 3 · THE PRESSURE
The trust crisis arrived
Over 40% of AI-agent projects are forecast to be cancelled by 2027 over weak controls — and the AI vendors’ own documentation admits agent activity isn’t audited. Companies are demanding exactly what Retenna is.
Memory can’t be backfilled — every month a company runs AI without a record is history lost for good. The companies choosing their AI in 2026 are choosing their memory, too.
SOURCES: OPENAI & ANTHROPIC LAUNCH ANNOUNCEMENTS AND USAGE REPORTS 2026 · LINUX FOUNDATION MCP PROJECT · GARTNER 2025–27 FORECASTS · VENDOR PRODUCT DOCUMENTATION
Every company already does this job. By hand.
Status meetings, dashboard checks, wiki upkeep, pasting context into ChatGPT — companies already pay for this job in hours and misses. Retenna is the first product that does the whole job, as one system.
THE JOB
TODAY — BY HAND
WITH RETENNA — AUTOMATIC
KEEPING THE RECORD
GETTING ANSWERS
CATCHING PROBLEMS
PUTTING AI TO WORK
The same job — done around the clock by a system, not now-and-then by heroics.
THE PRODUCTS COMPANIES BUY FOR IT EACH SELL A PIECE — THE SEAT ABOVE THEM IS EMPTY
The AI vendors
OPENAI · ANTHROPIC · GOOGLE · MICROSOFT
Sell the AI workers — brilliant labour with zero memory of your company. And companies run several at once, so the shared record above them can’t belong to any one of them.
The search & assistant suites
GLEAN ($7.2B) · MICROSOFT COPILOT ($30/SEAT)
Sell finding and answering inside their assistant. Their memory is chat recall — context so one product answers better. It doesn’t watch plans and goals, brief other AIs, or hold up in an audit — a convenience feature, not a company context intelligence record.
The developer toolkits
MEM0 · ZEP · LETTA — MEMORY PLUMBING FOR PROGRAMMERS
Sell parts to engineering teams building their own bots. No proof standards, no approvals, no record — nothing an operator can run a company on.
Retenna
THE UNIQUE ADVANTAGE
The only complete system, in the only neutral position. Memory, answers, watching, briefing, and the record — everything the pieces above do separately, working as one, with every AI, owned by the customer. The AI vendors can’t offer this: no company lets the worker grade its own work. The suites won’t: it would mean serving their competitors’ AI as well as their own. That position can’t be copied — only occupied first. And every new AI a customer hires makes it more valuable.
“Won’t a giant just build this?” Building it would work against their own business: the giants win by pulling companies deeper into their AI, so a layer that treats every AI equally — and holds the evidence of their agents’ mistakes — is the product they structurally can’t ship. It’s why the auditor is never an employee. And if a giant decides it must own the neutral memory anyway, the best path is acquiring the company that already holds it.
Our advantage grows every single week.
01 · TIME
The record only exists if you were there when it happened. A rival starting in 2028 cannot recover 2026 and 2027 — first in stays permanently ahead.
02 · THE SYSTEM OF RECORD
Not lock-in — gravity. Once every decision, promise, and audit trail lives in Retenna, it becomes the record the company runs on — the thing payroll and the CRM are: kept for decades, ripped out never.
03 · THE TRUST STANDARD
Facts apart from guesses, proof on every claim, a record of every action. Whoever sets the standard for trusted AI work becomes the default.
04 · PRIVATE LEARNING
Every warning acted on, corrected, or ignored teaches Retenna what matters at that company. Each customer’s Retenna gets privately smarter on data no competitor can ever see — and a fix made once benefits every person and every AI they use.
05 · SPEED & COST
Nothing to integrate — the customer’s own AI does the reading, so our cost per customer stays minimal while incumbents carry hundred-million-dollar integration teams. We ship in days what takes them quarters.
06 · THE RECIPE
WHY THE WHOLE IS EXTREMELY HARD TO COPY
Our features are visible. How we make them work together isn’t.
THE VALUE IS IN THE WHOLE
Retenna is six systems working as one: capture, memory, watching, briefing, approvals, the record. Any one is easy to build. Copy one and you have a demo — not a product a company can rely on.
RELIABLE IS THE HARD PART
Making the whole thing trustworthy means getting thousands of small calls right, every day: what to save, what to believe, what to flag, what to tell each AI. Get them wrong and companies stop listening.
AND IT CAN’T BE REVERSE-ENGINEERED
Those calls are tuned on years of real customer use — data no rival can see or buy. A copycat can see our screens, never the machinery behind them. They start from zero while we compound.
Anyone can copy a feature. Nobody can copy customers' memory. And the memory is just the moat you can see.
A trillion-dollar shift needs a memory.
$37B
spent by companies on AI in 2025 — 3.2× in a single year
$376B
forecast spend on AI-agent software in 2027 — up 82% in one year
1.3M+
businesses already paying OpenAI or Anthropic — the platforms Retenna plugs into
The market is already paying for the AI — we sell the context and memory.
SOURCES: MENLO VENTURES 2025 ENTERPRISE AI REPORT · GARTNER WORLDWIDE AI SPEND FORECAST, MAY 2026 · OPENAI & ANTHROPIC DISCLOSED CUSTOMER COUNTS
Software margins on someone else’s compute.
Team
$299/mo
10 seats · 8 sources · 6-month history
SELF-SERVE AT LAUNCHBusiness
$899/mo
25 seats · 20 sources · 2-year history
WAITLIST OPEN — 23 IN LINEEnterprise
Custom
Security, retention & audit in contract · ~$45K avg
CUSTOM PRICINGWHY THE MONEY IS GOOD
The customer’s own ChatGPT / Claude plan pays for the heavy lifting — the reading and collecting.
We do run our own AI — the models that score, cross-link and enrich each signal — but it’s a thin, metered slice, not agent labour.
Storage, software and that slice of compute: roughly 85% gross margin, with the heavy AI bill on the customer’s plan.
Growth is built in: more seats, more sources, longer history — the record only ever gets bigger.
REVENUE WE ADD LATER
Managed AI — we supply the agent labour, metered
Automation packs — approved, hands-off actions by volume
Audit & compliance exports — always-audit-ready add-on
Custom agents & API — per-agent pricing
Extended history — 5-year and forever tiers
Partner channel — consultants running Retenna for clients
$100M a year is 6,800 customers.
THE ARITHMETIC
6,000 × Business plan$64.7M
800 × Enterprise ~$45K$36.0M
YEARLY REVENUE$100.7M
Under 1% of the businesses already paying OpenAI — before counting Anthropic, Google, or Microsoft customers, and before any added revenue stream.
$1M buys the proof.
AI agents do most of the building and first-line selling — this plan runs on ~3 people, not 12.
THE UPSIDE, FOR SCALE: Glean is worth $7.2B for enterprise search — finding what exists. Retenna holds the record itself: the bigger prize, entered at pre-seed.
The next decade of work runs on AI.
Retenna will hold the memory.
$1M pre-seed on a SAFE — first money in, 18–24 months of runway. 23 companies already waitlisted, all organic (in 1 month). Leave your email and we'll set up a call.