Marketing & GTM Strategy 2026

AI-Native Quantitative
Trading Platform

Democratizing institutional-grade quant infrastructure through AI agent orchestration and high-performance financial engines.

4
Growth Phases
3
User Segments
1
Unified Vision
Market Landscape

The Opportunity

$33.5B
AI Trading Market by 2030
$300B+
US Retail Inflows 2025
20%
CAGR 2025-2030

The Gap

Pro Platforms (QuantConnect)

Code-heavy, steep learning curve, no AI lifecycle orchestration. Built for quants, not accessible.

Retail Tools (Composer, 3Commas)

Simplified UI but shallow AI, weak backtesting, no structured guidance. Missing institutional rigor.

Our Position

Full-lifecycle AI agent + institutional-grade C++ engine + guided learning. The best of both worlds.

Product

Our Solution

A vertically integrated AI-native trading architecture with four tightly coupled layers:

🎮

Guided Learning

Duolingo-style progression with quizzes, paper trading, risk-bounded challenges, and skill reinforcement.

🤖

AI Agent Layer

Domain-specialized trading AI that orchestrates the entire lifecycle: intent, strategy, backtest, execute, refine.

📊

Financial Data Layer

Seconds-level candle data with strict time-ordering, exchange rule modeling, and future-data avoidance.

⚡

C++ Backtest Engine

Institutional-grade speed & accuracy. Order matching, margin checks, liquidation, intraday simulation.

Audience

Target Segments

Competency. Conversion. Compounding.

🌱
Emerging Investors
Duolingo-style progression building quantitative skills from zero. Paper trading, challenges, and behavioral reinforcement.
Guided Learning + Challenges
📈
Semi-Pro Traders
End-to-end web/mobile platform converting discretionary traders into systematic quant investors. Guided workflow.
Web + Mobile Platform
🎯
Expert Quants
Open-source agent framework with premium backtesting, institutional data, and advanced AI. Efficiency-driven power users.
CLI + API + Open Source
Differentiation

Competitive Edge

1
Full-Lifecycle AI Orchestration
AI agent controls the entire trading loop: research, strategy, backtest, execute, monitor, and refine. Not just isolated AI assistance.
2
Financial Hallucination Mitigation
Structured constraints prevent AI from fabricating financial data: time-ordering enforcement, exchange rule modeling, future-data avoidance.
3
Institutional-Grade C++ Engine
High-performance backtesting with order matching simulation, margin checks, liquidation logic, and exchange-specific rule modeling.
4
Behavioral Reinforcement Loop
Duolingo-style guided progression + risk-bounded simulated trading creates durable platform dependency beyond technology alone.
MOAT

Tight integration of Agent + Data + Engine + UX layers creates compounding defensibility that generic LLM wrappers cannot replicate.

🛠️ PHASE 1: BUILD

Community Seeding &
Foundation

February - April 2026

📱
Social presence on 4+ platforms (X, LinkedIn, TikTok, Discord/Telegram)
🏆
Competition Season 1 for crypto strategies with 50+ participants
🎓
University partnerships in Singapore: 1-3 events, 30+ student participants each
📝
Content engine setup: blog, tutorials, AI trading thought leadership
👥
Developer community seeding: GitHub repo, Discord server, early adopter waitlist
📧
Email capture via landing page with demo video and value proposition
50+
Competition Participants
4+
Social Platforms
100
Seed Users Target
🚀 PHASE 2: LAUNCH

Product Launch &
GTM Activation

May - June 2026

🌐
Web platform launch with education module, competition, and dialogue features
📢
PR blitz: fintech media coverage, product announcement across tech and finance outlets
🌟
KOL collaborations: 2+ partnerships with trading/crypto influencers for demos and reviews
📚
Content marketing: launch blog series, video tutorials, case studies from competition winners
📦
Open-source release: trading agent framework on GitHub with docs and quickstart guide
📄
Benchmark paper submitted to arXiv for credibility and developer mindshare
1,000+
Registered Users
30%
Day-7 Retention
95%
Strategy Success Rate
📈 PHASE 3: GROW

User Acquisition &
Retention at Scale

July - December 2026

💰 Paid Acquisition

  • Performance marketing on Google, Meta, X targeting retail traders
  • Retargeting campaigns for waitlist leads and trial drop-offs
  • Sponsored content in fintech and crypto newsletters

🔗 Organic & Viral

  • Referral program: invite-to-earn premium credits
  • Community-driven competitions with leaderboards
  • SEO-optimized trading education content

🔄 Retention

  • Gamified streak system and skill badges
  • Personalized strategy recommendations
  • Weekly performance digests and insights
10K+
Users by Dec
<$15
Target CAC
40%
Month-1 Retention
8%
Free-to-Paid Conv.
🌏 PHASE 4: EXPAND

Regional Expansion &
B2B Growth

2027 and beyond

🌏 Geographic Expansion

  • SEA markets: Indonesia, Thailand, Vietnam, Philippines
  • APAC expansion: Japan, Korea, Australia, India
  • Localized content, multi-language AI agent support
  • Regional crypto exchange integrations
  • Local KOL and community partnerships per market

🏢 B2B Licensing

  • Brokerages: white-label AI trading agent for client platforms
  • Financial institutions: custom agent deployment and data licensing
  • Education providers: quant curriculum infrastructure for universities
  • Data distribution: financial data API as a service
  • Enterprise SLA and dedicated support tiers
GOAL

Establish platform as the default quant infrastructure layer for retail and institutional participants across Asia-Pacific by 2028.

Channels

Channel Strategy

🐦
Social Media
X (Twitter), LinkedIn, TikTok, YouTube Shorts. Daily trading insights, AI demos, memes, and thought leadership.
💻
Developer Community
GitHub open-source agent, Discord/Telegram channels, hackathons, and developer documentation.
🌟
KOL / Influencer
Partner with trading & crypto influencers for product demos, reviews, and co-branded competitions.
🏫
University Events
Workshops, quant competitions, and structured learning programs at NUS, NTU, and regional universities.
✍️
Content & SEO
Blog series, video tutorials, trading guides, and case studies. Capture high-intent organic search traffic.
📧
Email & CRM
Drip campaigns, onboarding sequences, weekly performance digests, and re-engagement flows.
Go-To-Market

GTM Funnel

1
Awareness
Social media, KOL partnerships, PR, university events, open-source visibility
100K+ impressions/mo
2
Interest
Landing page visits, waitlist sign-ups, blog reads, demo video views
15% click-through
3
Trial
Free registration, first strategy creation, competition participation
60% first-strategy
4
Conversion
Premium subscription, challenge fees, advanced agent access
8% free-to-paid
5
Retention & Referral
Gamification, streaks, leaderboards, referral credits, community engagement
40% M1 retention
Measurement

Key Metrics & KPIs

100
Registered Users
Phase 1
1,000
Registered Users
Phase 2
10K
Registered Users
Phase 3
100K
Registered Users
Phase 4
50+
Competition Players
Phase 1
30%
Day-7 Retention
Phase 2
<$15
Customer Acq. Cost
Phase 3
3+
B2B Partnerships
Phase 4
60%
First-Strategy Rate
8%
Free-to-Paid Conv.
40%
M1 Retention
95%
Strategy Success
Investment

Budget Allocation

Marketing spend distribution across channels (Phase 1-3)

Content & SEO
30%
Community & Events
25%
KOL / Influencer
20%
Paid Acquisition
15%
PR & Media
10%
PHASE 1-2
Heavy on content, community, events. Minimal paid spend. Build organic foundation.
PHASE 3
Shift to paid acquisition + referral programs. Scale what works from Phase 1-2.
PHASE 4
Regional budgets, B2B sales team, localized content. Enterprise marketing motions.
Roadmap

Marketing Timeline

Feb - Apr
BUILD
Social setup
Competition S1
University events
Landing page
Community seeding
May - Jun
LAUNCH
Product launch
PR blitz
KOL partnerships
Open-source release
arXiv paper
Jul - Dec
GROW
Paid channels
Referral program
SEO scaling
Retention loops
10K users target
2027+
EXPAND
SEA & APAC markets
B2B licensing
Enterprise deals
Multi-language
100K users target
Build
Launch
Grow
Expand
Let's Build

Ready to Scale?

We're building the future of quantitative investing. AI-native, institutional-grade, and accessible to everyone.

$33.5B
Market by 2030
4 Phases
Structured GTM
100K
User Target
AI-Native Quantitative Trading Platform · Singapore · 2026
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