Babbl Labs Update - March 2025

Hello friends, family, investors, stakeholders, future historians — happy March Madness. Here’s the current state of Babbl Labs as of March 2025:

Overview

Babbl Labs is pioneering the first institutional-grade platform for extracting actionable intelligence from the vast, untapped goldmine of global YouTube video content. We actively monitor thousands of curated YouTube channels to help large funds and corporations uncover consumer insights and market signals at scale, better than ever before. Since our inception in January, we’ve seen extraordinary validation from the biggest financial institutions in the world and have made great progress. The market is waking up to long-form video as the untapped goldmine we’ve known it to be, and we are moving quickly to capture the advantage. 

Progress 

• This month we’ve signed formal trial agreements with 4 of the top 10 largest hedge funds in the world (>$5 trillion AUM collectively). These funds have instantly recognized the value in our long-form video intelligence data and are ready to move forward.

• Once completed, trials will convert to ~$75-150K annual licenses by Q2 and Q3, which means this initial cohort of 4 funds represents a potential $400K ARR.

• Our strategic advisors have been transformative here: Doug has quickly secured meetings with top data buyers at major funds, and Sean's experience building and selling voice intelligence products is shaping our roadmap to match exactly what funds want.

Next Steps 

• Now that we’ve completed compliance reviews with our first 4 funds, priority #1 is to deliver our data and kick off ingestion in the next 3-4 weeks to commence trial periods (typically 60-90 days) and move towards active licensing.

• We’ll continue this great momentum by moving to contracting stages with our second group of 6 funds over the coming weeks, expanding outreach to our next cohort of 20-30 asset managers over the coming weeks, and scaling our compute both in the cloud and on premise.

• We’re also making great early progress in diversifying our product offering beyond just video intelligence for hedge funds – this month we signed Letters of Intent (LOI’s) with two media intelligence startups (Podchaser, and Gudea) to partner on data products catered towards corporate clients and other media types (podcasts, etc.). We will kick-off proof of concept projects with both in the coming 2-3 months.

Fundraising

• We began [amount redacted] fundraising round in January, and as of this week have now received commitments for 80%+ of the round. This funding will enable us to scale, support and deliver to our first 15-20 hedge fund / corporate clients, and ultimately reach $1M+ in annual revenues.

• The fundraise is structured on [terms redacted]¹, and this will be our last allocation at these terms. We are targeting a larger institutional round within the next 12 months once we've established preliminary revenues and category leadership.

Bonus

• This month we officially released our website, www.babbl-labs.com and are finalizing a logo. Please reply with the option you like best :-) 

Cheers,
Ramsey, Sam and the Babbl Labs Team

1  Don’t want to get in trouble for publicly sharing these numbers yet :-)