FOR SERIES A - 2026

Building the Future of Collaborative Finance A Financial Services Platform Built for Global Scale

18 months to build a complete platform with lean capital. Now raising to scale revenue, activate embedded finance, and accelerate global adoption

AT A GLANCE

18 mo
platform built
Lean
bootstrap + seed funded
138
countries reached
170+
currencies supported
20+
language
Live
embedded finance

iO is now open for Series A to accelerate global growth, platform expansion, and monetization

THE OPPORTUNITY

Money moves everywhere. Managing it lives nowhere.

Individuals, families, and businesses juggle disconnected apps, bank accounts, spreadsheets, and chats; leaving everyone with an incomplete financial picture

iO creates a new category: AI powered Financial Assistant for Collaborative Finance, a platform layer connecting people, businesses, and financial services

Fragmented tools

Banking, payments, budgeting, invoicing, and bookkeeping live in separate systems

No collaborative capability

Shared finances are managed through chats, screenshots, spreadsheets, and manual coordination

No unified platform for real clarity

People cannot fully understand, manage, or optimize their money across all accounts and activities

iO unifies. One Platform for Every Financial Flow

One platform that captures every flow IN and OUT for people and businesses with collaboration, AI, and embedded finance built in

WHAT WE'VE BUILT IN 18 MONTHS

We built the foundation. Now we scale.

With lean capital, we built a complete platform, scalable technology, monetization, financial partnerships, and the foundation for global scale

01LIVE

Product & Platform

Mobile app, web portal, AI Assistant, and a complete business operating suite

02LIVE

Brand & Design

Brand identity, iconic iO, design system, and globally scalable user experience

03LIVE

Organization

Lean team, operating infrastructure, and proven execution across every function

04ACTIVATED

Monetization

Subscriptions, transaction revenue, commissions, and FPaaS monetization in place

05LIVE

Embedded Finance

Financial integrations, linked pockets, and embedded finance services already live

06LIVE

Global Rollout

Global-ready platform supporting users in multiple countries, 20+ languages, and 170+ currencies

18 months. Lean capital. Complete platform.

Built with bootstrap and seed funding only. Capital efficiency is in our DNA

OUR JOURNEY

Product built. Revenue engine ready.

We de-risk product execution before raising growth capital. Now we scale revenue, embedded finance, and global adoption.

BOOTSTRAP
PHASE01
BOOTSTRAP - 1H 2025

Born 10 January 2025

  • Company incorporated
  • Brand & product vision established
  • Core platform architecture designed
  • Development team assembled
  • Product development initiated
10 - 15 team members
PHASE02
BOOTSTRAP - 2H 2025

Live & Global

  • Google Playstore launch
  • Apple App Store launch
  • Subscriptions monetisation activated
  • Global rollout enabled
  • 20+ languages & 170+ currencies
  • Early market validation
16 - 25 team members
SEED
WE AREHere
SEED - H 2026

AI & Embedded Finance

  • MVP completed
  • AI-powered financial assistant launched
  • Embedded finance infrastructure ready
  • Payment, wallet & bank partnerships started
  • B2B monetisation path activated
25-40 team members
SERIES A
NEXT04
SERIES A - GROWTH PHASE

Scale Everything

  • Revenue growth acceleration
  • Embedded finance rollout
  • Global market expansion
  • Strategic B2B partnerships
  • Financial services monetisation
  • Al-driven activation & retention
What this round funds
EARLY TRACTION

Real Users. Real Businesses. Real Stories

From individuals, families to businesses, iO is proving real-world personal, household, and collaborative finance use cases across Indonesia and global markets

138
COUNTRIES
20+
LANGUAGES
170+
CURRENCIES
Live
EXPOSED/FINANCE
🇮🇩INDONESIA
COMMITMENT

R. Accessories Retail

Accessories retail business owner, Joined iO in 2025 and grew from solo founder-user to an 8+ contributor collaborative sales workspace, then secured his subscription through 2029.

2,500+
transactions
8+
collaborators
2029
subscribed through
"When businesses experience Collaborative Finance firsthand, daily usage becomes a multi-year subscription commitment"
🇮🇩INDONESIA
HOUSEHOLD

Z. & I. Husband & Wife

Husband and wife. Joined together in August 2025 and have both actively managed household finances through a shared Family Pocket for nearly a year.

1,270+
transactions
2/
spouses pocket
~1 yr
Continuous use
"Household finances are shared. Financial management should be collaborative"
🇸🇻EL SALVADOR
EXPANSION

RR. Xpert Car Detailing

Car detailing business. Joined iO on April 6, 2026. Upgraded to PRO within two weeks, then expanded from a solo user to a five-user collaborative workspace with naturally specialized roles

5 users
workspace
2x
weekly activity
14 days
free -> PRO
"Retention is driven by workflow, not individual usage, from bookkeeping to owner and team collaboration"
🇵🇰PAKISTAN
RETENTION

SW. Long Term Personal User

Joined in July 2025. Nearly a year of continuous usage, averaging 100+ transactions per month with steadily growing engagement

1,300+
transactions
~1 yr
continuous use
100+
monthly average
"iO goes beyond occasional expense tracking, becoming part of users’ everyday financial lives"

Four users. Four cases. One thesis prove.

Personal habitat, Family collaboration, Business workflow, M+ year-year commitment. The same platform working across, relationships, and borders.

BUSINESS MODEL

Four revenue engines. One platform.

Multiple revenue streams; including subscriptions, platform services, transactions, and embedded finance; scale alongside adoption. The platform is monetization-ready

1

Subscriptions

Individual, Family, and SME plans with premium features and collaboration capabilities

REVENUE
Subscription fee
2

B2B Business Package

Workflow, operations, and collaboration tools for SMEs and organizations

REVENUE
Subscription, license, service revenue
3

Embedded Finance

Integrated wallets, banking, payments, and financial products through partners

REVENUE
Revenue share, activation fee, transaction
4

FPaaS

White-label and embedded finance capabilities for banks, wallets, telcos, cooperatives, communities.

REVENUE
Platform & licensing fees
MARKET OPPORTUNITY

A wedge today. A multi-billion-dollar market ahead.

iO starts with everyday financial management, then naturally expands into AI-powered financial services, embedded finance, and regional financial ecosystems; all on the same platform, scaling across users, products, and geographies

INDONESIA • 2025
$8.8B

Embedded Finance Market

SOUTHEAST ASIA • 2025
$12B+

Embedded Finance Services

ASIA PACIFIC • 2025
$288.8B

Embedded Finance Market

GLOBAL • BY 2030
$690B+

Embedded Finance Market

Today's wedge to tomorrow's market. The same platform scales across every tier

ONE PLATFORM • THREE EXPANSION VECTORS

SEGMENTS

Individuals → Families → SMEs → Enterprises

PRODUCTS

Manage → Business → AI → Embedded Finance

GEOGRAPHIES

Indonesia → SEA → Asia Pacific → Global

Sources: ResearchAndMakers.com, Bain & Company, "The Future of Southeast Asia's Digital Financial Services." Global2030 figure: ResearchAndMakers (Embedded Finance Market Forecast 2025-2030)

ONWARD POTENTIAL

From a Financial Assistant Platform to Global Financial Infrastructure

Each phase expands customer value and revenue potential. This round funds the Activation phase

1
DONE

Foundation

Manage money IN & OUT + Business solutions & AI

REVENUE
Subscriptions + B2B licenses
2
THIS ROUND

Activation

Payments, linked pockets, and financial services live

Plus
+ Transaction revenue
3
NEXT

Expansion

Financial services marketplace

Plus
+ Commissions & revenue share
4
LATER

Ecosystem

Global Financial Ecosystem

Plus
+ Ecosystem & platform value

Each stage increases customer value, engagement, and monetization potential; expanding revenue opportunities and strengthening long-term enterprise value

FUNDRAISING • SERIES A

Turning a proven platform into a revenue engine.

Raising Series A to fund the next 18–24 months of commercial scale, embedded finance activation, and global revenue growth

Revenue acceleration

Subscriptions and FPaaS at scale

Embedded finance live

Activate transaction revenue across markets

Customer scale

Grow paying individuals and businesses globally

USE OF FUNDS • ILLUSTRATIVE
GTM & Sales
0.4
Product, AI & Embedded Finance
0.3
Global Expansion
0.2
Team & Operations
0.1

The platform is built. The partnerships are secured. This round funds commercial scale, revenue growth, and embedded finance activation

LET'S TALK

We've built the platform.Now let's build the next chapter.

Interested in our Series A? Request the investor deck or schedule a call with the founder

Request the Investor Deck

Access our Series A investor deck with details

Schedule a Call

30 minutes of discussion session with the founder

Herman Suharto
Herman Suharto
Founder & CEO - Jakarta, Indonesia