Triple Moat: SME Data + Gov't Certification + Network Effects
Proven execution
building 0→1
The Asia SME AI market Big Tech walked away from
10
yrs
Battle-tested operations1B+ monthly page views, 99.9% uptime
→ Competitors need 10 years to catch up Time can't be bought
600
B
SME behavioral data pointsThe segment Big Tech ignores
→ Raw fuel for your AI modelsNot available on any market
$45
B
Asia SME AI opportunityKorea → Japan → Southeast Asia
→ Economically unattractive to Big Tech Wide-open blue ocean
The Problem
Every SME wants data-driven decisions.But nobody's building AI for them.
The SME Reality
GA4 : Free but way too complex → needs tagging, developers
Agencies : $5K+/month → unrealistic for small business
Enterprise solutions : Palantir, Salesforce → SMEs aren't the target
→ Result: SMEs have given up on analytics entirely
Why SME?
Market Size
- Korea: 2M SMEs
- Japan: 3.8M SMEs
- Southeast Asia: 70M SMEs
Why Big Tech Walked Away
- Low ARPU ($300-1K/month)
- High CAC relative to LTV
- Enterprise deals are 100x more efficient
→ The market Big Tech "intentionally abandoned" = competition-free blue ocean
Structural Moats
Even if GA4, Contentsquare, or Palantir wanted to compete,they structurally can't. Here's why.
CORE DILEMMA
The SME Unit Economics Trap
Big Tech's bread and butter is enterprise. One Fortune 500 deal = millions in ARR.
The SME segment is a different game:
Low ARPU ($300-1K/month)
High-touch support doesn't scale
CAC/LTV math doesn't work for their model
The result? Nobody's collecting SME behavioral data. It's a ghost town.
→ We spent 10 years owning this "island" — 600B data points nobody else has
DILEMMA 2
The Business Model Trap
GA4 and Adobe run on "free + ads" or "per-seat licenses". In both models, data ownership stays with each customer.
Building cross-domain benchmarks requires sharing data across customers — which violates GDPR and privacy laws. Non-starter.
→ We designed our platform from day one with anonymized benchmark consent baked in
DILEMMA 3
The Architecture Trap
GA4 was built as an event-based system.It tracks "user clicked button" — not "when did they click it."
Retrofitting for time-based behavioral patterns means rearchitecting the entire stack — billions in cost, massive migration risk for existing customers.
→ We built time-based auto-classification into our core architecture from the start
DILEMMA 4
The Compound Time Effect
"10 years of data" isn't just about waiting.
Tracking the same domains for 5+ years unlocks insights you literally can't buy:
Seasonality patterns (holiday vs. summer)
Trend shifts (pre/post-pandemic behavior)
Time-of-day patterns (remote work vs. office)
This cannot be purchased. Only time creates it.
→ We've tracked 3,775 SME domains for 5+ years avg, 23.7B page views cumulative
The Bottom Line
These aren't problems money solves. They're structural traps.
For Big Tech to enter the SME market, they'd need to:
The rational path is acquisition. That's where we come in.
Proven Execution
We didn't just find a secret.We shipped products and scaled for 10 years in the SME market.
The Insight We Discovered
Conventional Wisdom
"Build a powerful integrationplatform like Palantir"
What We Learned
"SMEs don't need integration.They need 5-minute automation."
The Track Record
Beusable
2015~
SME-first behavioral analytics platform
KnitLog
2022~
No-code AI knowledge base platform
Beusable AI
2024~
2-3 month vertical expansion playbook
Bonus Moat: Government Certification
Beyond SME dominance, we hold CSAP certification — the only cloud security accreditation for Korea's public sector.
→ SME AI + Government lock-in = dual moat structure
Triple Moat
A decade of SME focus + relentless execution = three reinforcing defensive layers
1
SME Market Lock + Gov't Moat
Market Position Moat
SME dominance : 10 years, 3,960 customers in a market Big Tech can't economically enter
Government lock: CSAP = exclusive access to Korea's public sector (2-3 year certification barrier)
Channel network : Dentsu(Japan), Concentrix (Global) — instant Asia SME distribution
2
SME Data as AI Fuel
Data Moat as Raw Material for AI
600B SME behavioral data points : the segment Big Tech doesn't collect
Not available on any market : SME CX/UX data isn't traded or sold
AI differentiation: the only fuel that teaches your models how SMEs actually behave
3
SME Benchmark Network Effect
Network Effect Moat
Industry-specific SME benchmarks : "How do I compare to my peers?" — nobody else can answer
Flywheel : More SMEs → more accurate benchmarks → more SMEs join
Barrier : Latecomers can't build benchmarks without SME data they don't have
Market : Asia SME AI
In the market Big Tech abandoned,we're creating "Chrono-Marketing" — a new category.
아시아 SME AI 시장 규모
Korea
Japan
Southeast Asia
Total Asia SME AI TAM
SME Count
TAM
2M
3.8M
70M
Entry Strategy : Direct sales + local tech platform partnership
Entry Strategy : Dentsu partnership
Entry Strategy : Concentrix network
$400M
$900M
$2.5B+
$45B
What is Chrono-Marketing?
Traditional marketing optimizes "who" and "what."Chrono-marketing optimizes "when."
Why this matters for SMEs:
Enterprises run 24/7 ops teams. SMEs don't. They need to focus limited resources on the most effective time windows. That's what we deliver.
Korea Market Breakdown
General SME
Public Sector (CSAP)
Korea Total
TAM
Characteristics
$160M
$250M
2M SMEs, $300-1K/month
Exclusive access, GA banned in 2025
$410M
Why Now?
2025 is the inflection point for SME AI.
3. Big Tech's SME Exodus
Snowflake, Databricks, Palantir — all doubling down on enterprise
The SME market is being actively vacated.
4. Channel Infrastructure Ready
Dentsu (Japan), Concentrix (Global), local tech platforms (Korea SME)
Asia SME distribution is now fully in place.
2. Regulatory Tailwinds
Korea: GA banned for government (2025) GDPR, privacy laws tightening globally
Local servers + certifications are becoming table stakes.
1. AI Democratization
GPT, Claude, and LLMs are mainstream. Now SMEs want AI too.
But without SME-specific data, AI can't understand SME context.
Valuation
4GRIT's value extends beyond SaaS revenue —it includes SME data monopoly + expansion optionality.
$500M+
$270M
$200M
Value(Conservative)
Rationale
$260M
$1.23B
$26M ARR × 10x (SaaS standard)
600B data points (not available for purchase)
$45B TAM × validated playbook
SME benchmark monopoly (10-year head start)
Conservative estimate
SaaS Value
SME Data Asset
Expansion Optionality
Network Effect Premium
Total Enterprise Value
Strategic Value
What 4GRIT brings to a partnership : three unlock moments.
1. SME AI Fuel
Your AI models need SME datato understand SME behavior.
600B data points —not for sale anywhere else.
2. Asia SME Access
Korea 2M + Japan 3.8M +Southeast Asia 70M SMEs
Dentsu, Concentrix networks =instant distribution
3. Validated Playbook
POC with Top 5 pharma =2-3 month vertical expansion
Self-serve SME model =low-cost, high-volume growth
Next Steps
For 10 years, we've been building in the market Big Tech walked away from
— SMEs across Asia who need data-driven decisions but had no solution.
We've accumulated 600 billion behavioral data points that aren't available anywhere else, plus government certification that locks out competitors for years.
Our 2-3 month vertical expansion playbook is validated with enterprise pharma, and our Dentsu + Concentrix partnerships have Asia SME distribution ready to go.
10yrs
SME Market Focus
600B
Exclusive Data Points
$45B
Asia SME AI Market
We're ready to explore this opportunity together.For next steps:Detailed data room, technical deep-dive, or pilot project — you name it.
Suite 1100, 136 Pangyoyeok-ro, Bundang-gu, Seongnam-si, Gyeonggi-do, Republic of Korea
031-625-4397
biz@4grit.com
© 2025 4GRIT. All rights reserved.
This document contains confidential information. Unauthorized distribution is prohibited.
Execution
Triple Moat
Market
Valuation
Triple Moat: SME Data + Gov't Certification + Network Effects
Proven execution
building 0→1
The Asia SME AI market Big Tech walked away from
10
yrs
Battle-tested operations1B+ monthly page views, 99.9% uptime
→ Competitors need 10 years to catch up Time can't be bought
600
B
SME behavioral data pointsThe segment Big Tech ignores
→ Raw fuel for your AI modelsNot available on any market
$45
B
Asia SME AI opportunityKorea → Japan → Southeast Asia
→ Economically unattractive to Big Tech Wide-open blue ocean
The Problem
Every SME wants data-driven decisions.But nobody's building AI for them.
The SME Reality
GA4 : Free but way too complex → needs tagging, developers
Agencies : $5K+/month → unrealistic for small business
Enterprise solutions : Palantir, Salesforce → SMEs aren't the target
→ Result: SMEs have given up on analytics entirely
Why SME?
Market Size
- Korea: 2M SMEs
- Japan: 3.8M SMEs
- Southeast Asia: 70M SMEs
Why Big Tech Walked Away
- Low ARPU ($300-1K/month)
- High CAC relative to LTV
- Enterprise deals are 100x more efficient
→ The market Big Tech "intentionally abandoned" = competition-free blue ocean
Structural Moats
Even if GA4, Contentsquare, or Palantir wanted to compete,they structurally can't. Here's why.
CORE DILEMMA
The SME Unit Economics Trap
Big Tech's bread and butter is enterprise. One Fortune 500 deal = millions in ARR.
The SME segment is a different game:
Low ARPU ($300-1K/month)
High-touch support doesn't scale
CAC/LTV math doesn't work for their model
The result? Nobody's collecting SME behavioral data. It's a ghost town.
→ We spent 10 years owning this "island" — 600B data points nobody else has
DILEMMA 2
The Business Model Trap
GA4 and Adobe run on "free + ads" or "per-seat licenses". In both models, data ownership stays with each customer.
Building cross-domain benchmarks requires sharing data across customers — which violates GDPR and privacy laws. Non-starter.
→ We designed our platform from day one with anonymized benchmark consent baked in
DILEMMA 3
The Architecture Trap
GA4 was built as an event-based system.It tracks "user clicked button" — not "when did they click it."
Retrofitting for time-based behavioral patterns means rearchitecting the entire stack — billions in cost, massive migration risk for existing customers.
→ We built time-based auto-classification into our core architecture from the start
DILEMMA 4
The Compound Time Effect
"10 years of data" isn't just about waiting.
Tracking the same domains for 5+ years unlocks insights you literally can't buy:
Seasonality patterns (holiday vs. summer)
Trend shifts (pre/post-pandemic behavior)
Time-of-day patterns (remote work vs. office)
This cannot be purchased. Only time creates it.
→ We've tracked 3,775 SME domains for 5+ years avg, 23.7B page views cumulative
The Bottom Line
These aren't problems money solves. They're structural traps.
For Big Tech to enter the SME market, they'd need to:
The rational path is acquisition. That's where we come in.
Proven Execution
We didn't just find a secret.We shipped products and scaled for 10 years in the SME market.
The Insight We Discovered
Conventional Wisdom
"Build a powerful integrationplatform like Palantir"
What We Learned
"SMEs don't need integration.They need 5-minute automation."
The Track Record
Beusable
2015~
SME-first behavioral analytics platform
KnitLog
2022~
No-code AI knowledge base platform
Beusable AI
2024~
2-3 month vertical expansion playbook
Bonus Moat: Government Certification
Beyond SME dominance, we hold CSAP certification — the only cloud security accreditation for Korea's public sector.
→ SME AI + Government lock-in = dual moat structure
Triple Moat
A decade of SME focus + relentless execution = three reinforcing defensive layers
1
SME Market Lock + Gov't Moat
Market Position Moat
SME dominance : 10 years, 3,960 customers in a market Big Tech can't economically enter
Government lock: CSAP = exclusive access to Korea's public sector (2-3 year certification barrier)
Channel network : Dentsu(Japan), Concentrix (Global) — instant Asia SME distribution
2
SME Data as AI Fuel
Data Moat as Raw Material for AI
600B SME behavioral data points : the segment Big Tech doesn't collect
Not available on any market : SME CX/UX data isn't traded or sold
AI differentiation: the only fuel that teaches your models how SMEs actually behave
3
SME Benchmark Network Effect
Network Effect Moat
Industry-specific SME benchmarks : "How do I compare to my peers?" — nobody else can answer
Flywheel : More SMEs → more accurate benchmarks → more SMEs join
Barrier : Latecomers can't build benchmarks without SME data they don't have
Market : Asia SME AI
In the market Big Tech abandoned,we're creating "Chrono-Marketing" — a new category.
Asia SME AI Market Size
Market
SME Count
TAM
Entry Strategy
Korea
2M
$400M
Direct sales + local tech platform partnership
Japan
3.8M
$900M
Dentsu partnership
Southeast Asia
70M
$2.5B+
Concentrix network
Total Asia SME AI TAM
$45B
What is Chrono-Marketing?
Traditional marketing optimizes "who" and "what."Chrono-marketing optimizes "when."
Why this matters for SMEs:
Enterprises run 24/7 ops teams. SMEs don't. They need to focus limited resources on the most effective time windows. That's what we deliver.
Korea Market Breakdown
Segment
TAM
Characteristics
General SME
$160M
2M SMEs, $300-1K/month
Public Sector (CSAP)
$250M
Exclusive access, GA banned in 2025
Korea Total
$410M
Why Now?
2025 is the inflection point for SME AI.
1. AI Democratization
GPT, Claude, and LLMs are mainstream.Now SMEs want AI too.
But without SME-specific data, AI can't understand SME context.
2. Regulatory Tailwinds
Korea: GA banned for government (2025)GDPR, privacy laws tightening globally
Local servers + certifications are becoming table stakes.
3. Big Tech's SME Exodus
Snowflake, Databricks, Palantir —all doubling down on enterprise
The SME market is being actively vacated.
4. Channel Infrastructure Ready
Dentsu (Japan), Concentrix (Global), local tech platforms (Korea SME)
Asia SME distribution is now fully in place.
Valuation
4GRIT's value extends beyond SaaS revenue —it includes SME data monopoly + expansion optionality.
Valuation Component
Value (Conservative)
Rationale
SaaS Value
$260M
$26M ARR × 10x (SaaS standard)
SME Data Asset
$500M+
600B data points (not available for purchase)
Expansion Optionality
$270M
$45B TAM × validated playbook
Network Effect Premium
$200M
SME benchmark monopoly (10-year head start)
Total Enterprise Value
$1.23B
Conservative estimate
Strategic Value
What 4GRIT brings to a partnership : three unlock moments.
1. SME AI Fuel
Your AI models need SME datato understand SME behavior.
600B data points —not for sale anywhere else.
2. Asia SME Access
Korea 2M + Japan 3.8M +Southeast Asia 70M SMEs
Dentsu, Concentrix networks =instant distribution
3. Validated Playbook
POC with Top 5 pharma =2-3 month vertical expansion
Self-serve SME model =low-cost, high-volume growth
Next Steps
For 10 years, we've been building in the market Big Tech walked away from
— SMEs across Asia who need data-driven decisions but had no solution.
We've accumulated 600 billion behavioral data points that aren't available anywhere else, plus government certification that locks out competitors for years.
Our 2-3 month vertical expansion playbook is validated with enterprise pharma, and our Dentsu + Concentrix partnerships have Asia SME distribution ready to go.
10yrs
SME Market Focus
600B
Exclusive Data Points
$45B
Asia SME AI Market
We're ready to explore this opportunity together.For next steps:Detailed data room, technical deep-dive, or pilot project — you name it.
Suite 1100, 136 Pangyoyeok-ro, Bundang-gu, Seongnam-si, Gyeonggi-do, Republic of Korea
031-625-4397
biz@4grit.com
© 2025 4GRIT. All rights reserved.
This document contains confidential information. Unauthorized distribution is prohibited.
Triple Moat: SME Data + Gov't Certification + Network Effects
Proven execution
building 0→1
The Asia SME AI market Big Tech walked away from
10
yrs
Battle-tested operations1B+ monthly page views, 99.9% uptime
→ Competitors need 10 years to catch up Time can't be bought
600
B
SME behavioral data pointsThe segment Big Tech ignores
→ Raw fuel for your AI modelsNot available on any market
$45
B
Asia SME AI opportunityKorea → Japan → Southeast Asia
→ Economically unattractive to Big Tech Wide-open blue ocean
The Problem
Every SME wants data-driven decisions.But nobody's building AI for them.
The SME Reality
GA4 : Free but way too complex → needs tagging, developers
Agencies : $5K+/month → unrealistic for small business
Enterprise solutions : Palantir, Salesforce → SMEs aren't the target
→ Result: SMEs have given up on analytics entirely
Why SME?
Market Size
- Korea: 2M SMEs
- Japan: 3.8M SMEs
- Southeast Asia: 70M SMEs
Why Big Tech Walked Away
- Low ARPU ($300-1K/month)
- High CAC relative to LTV
- Enterprise deals are 100x more efficient
→ The market Big Tech "intentionally abandoned" = competition-free blue ocean
Structural Moats
Even if GA4, Contentsquare, or Palantir wanted to compete,they structurally can't. Here's why.
CORE DILEMMA
The SME Unit Economics Trap
Big Tech's bread and butter is enterprise. One Fortune 500 deal = millions in ARR.
The SME segment is a different game:
Low ARPU ($300-1K/month)
High-touch support doesn't scale
CAC/LTV math doesn't work for their model
The result? Nobody's collecting SME behavioral data. It's a ghost town.
→ We spent 10 years owning this "island" — 600B data points nobody else has
DILEMMA 2
The Business Model Trap
GA4 and Adobe run on "free + ads" or "per-seat licenses". In both models, data ownership stays with each customer.
Building cross-domain benchmarks requires sharing data across customers — which violates GDPR and privacy laws. Non-starter.
→ We designed our platform from day one with anonymized benchmark consent baked in
DILEMMA 3
The Architecture Trap
GA4 was built as an event-based system.It tracks "user clicked button" — not "when did they click it."
Retrofitting for time-based behavioral patterns means rearchitecting the entire stack — billions in cost, massive migration risk for existing customers.
→ We built time-based auto-classification into our core architecture from the start
DILEMMA 4
The Compound Time Effect
"10 years of data" isn't just about waiting.
Tracking the same domains for 5+ years unlocks insights you literally can't buy:
Seasonality patterns (holiday vs. summer)
Trend shifts (pre/post-pandemic behavior)
Time-of-day patterns (remote work vs. office)
This cannot be purchased. Only time creates it.
→ We've tracked 3,775 SME domains for 5+ years avg, 23.7B page views cumulative
The Bottom Line
These aren't problems money solves. They're structural traps.
For Big Tech to enter the SME market, they'd need to:
The rational path is acquisition. That's where we come in.
Proven Execution
We didn't just find a secret.We shipped products and scaled for 10 years in the SME market.
The Insight We Discovered
Conventional Wisdom
"Build a powerful integrationplatform like Palantir"
What We Learned
"SMEs don't need integration.They need 5-minute automation."
The Track Record
Beusable
2015~
SME-first behavioral analytics platform
KnitLog
2022~
No-code AI knowledge base platform
Beusable AI
2024~
2-3 month vertical expansion playbook
Bonus Moat: Government Certification
Beyond SME dominance, we hold CSAP certification — the only cloud security accreditation for Korea's public sector.
→ SME AI + Government lock-in = dual moat structure
Triple Moat
A decade of SME focus + relentless execution = three reinforcing defensive layers
1
SME Market Lock + Gov't Moat
Market Position Moat
SME dominance : 10 years, 3,960 customers in a market Big Tech can't economically enter
Government lock: CSAP = exclusive access to Korea's public sector (2-3 year certification barrier)
Channel network : Dentsu(Japan), Concentrix (Global) — instant Asia SME distribution
2
SME Data as AI Fuel
Data Moat as Raw Material for AI
600B SME behavioral data points : the segment Big Tech doesn't collect
Not available on any market : SME CX/UX data isn't traded or sold
AI differentiation: the only fuel that teaches your models how SMEs actually behave
3
SME Benchmark Network Effect
Network Effect Moat
Industry-specific SME benchmarks : "How do I compare to my peers?" — nobody else can answer
Flywheel : More SMEs → more accurate benchmarks → more SMEs join
Barrier : Latecomers can't build benchmarks without SME data they don't have
Market : Asia SME AI
In the market Big Tech abandoned,we're creating "Chrono-Marketing" — a new category.
Asia SME AI Market Size
Market
SME Count
TAM
Entry Strategy
Korea
2M
$400M
Direct sales + local tech platform partnership
Japan
3.8M
$900M
Dentsu partnership
Southeast Asia
70M
$2.5B+
Concentrix network
Total Asia SME AI TAM
$45B
What is Chrono-Marketing?
Traditional marketing optimizes "who" and "what."Chrono-marketing optimizes "when."
Why this matters for SMEs:
Enterprises run 24/7 ops teams. SMEs don't. They need to focus limited resources on the most effective time windows. That's what we deliver.
Korea Market Breakdown
Segment
TAM
Characteristics
General SME
$160M
2M SMEs, $300-1K/month
Public Sector (CSAP)
$250M
Exclusive access, GA banned in 2025
Korea Total
$410M
Why Now?
2025 is the inflection point for SME AI.
1. AI Democratization
GPT, Claude, and LLMs are mainstream.Now SMEs want AI too.
But without SME-specific data, AI can't understand SME context.
2. Regulatory Tailwinds
Korea: GA banned for government (2025)GDPR, privacy laws tightening globally
Local servers + certifications are becoming table stakes.
3. Big Tech's SME Exodus
Snowflake, Databricks, Palantir —all doubling down on enterprise
The SME market is being actively vacated.
4. Channel Infrastructure Ready
Dentsu (Japan), Concentrix (Global), local tech platforms (Korea SME)
Asia SME distribution is now fully in place.
Valuation
4GRIT's value extends beyond SaaS revenue —it includes SME data monopoly + expansion optionality.
Valuation Component
Value (Conservative)
Rationale
SaaS Value
$260M
$26M ARR × 10x (SaaS standard)
SME Data Asset
$500M+
600B data points (not available for purchase)
Expansion Optionality
$270M
$45B TAM × validated playbook
Network Effect Premium
$200M
SME benchmark monopoly (10-year head start)
Total Enterprise Value
$1.23B
Conservative estimate
Strategic Value
What 4GRIT brings to a partnership : three unlock moments.
1. SME AI Fuel
Your AI models need SME datato understand SME behavior.
600B data points —not for sale anywhere else.
2. Asia SME Access
Korea 2M + Japan 3.8M +Southeast Asia 70M SMEs
Dentsu, Concentrix networks =instant distribution
3. Validated Playbook
POC with Top 5 pharma =2-3 month vertical expansion
Self-serve SME model =low-cost, high-volume growth
Next Steps
For 10 years, we've been building in the market Big Tech walked away from
— SMEs across Asia who need data-driven decisions but had no solution.
We've accumulated 600 billion behavioral data points that aren't available anywhere else, plus government certification that locks out competitors for years.
Our 2-3 month vertical expansion playbook is validated with enterprise pharma, and our Dentsu + Concentrix partnerships have Asia SME distribution ready to go.
10yrs
SME Market Focus
600B
Exclusive Data Points
$45B
Asia SME AI Market
We're ready to explore this opportunity together.For next steps:Detailed data room, technical deep-dive, or pilot project — you name it.
Suite 1100, 136 Pangyoyeok-ro, Bundang-gu, Seongnam-si, Gyeonggi-do, Republic of Korea
031-625-4397
biz@4grit.com
© 2025 4GRIT. All rights reserved.
This document contains confidential information. Unauthorized distribution is prohibited.