OWA AI · Seed01 / 12
Seed round · $1.5M · 2026

The AI operating
system for mobile
app growth.

One platform replaces the $250K tool-and-team stack an app needs to grow. Cursor did it for developers. We're doing it for app marketers.

$30K
OWA AI MRR today
70+
clients served
$0
raised to date — revenue-funded

Yusuf Barutcu, CEO  ·  Alptuğ Ika, COO

Why now02 / 12
01 The shift

Building an app got 10x easier.
Growing one got harder.

AI collapsed the cost of building. It did nothing for distribution. The bottleneck moved — apps now die at distribution, not product.

NEW APP SUPPLY +84% YoY REVENUE TO NEW ENTRANTS ~3% 2022 2026 THE GAP = THE MARKET
235,800 apps submitted in Q1 2026 (+84% YoY) · subscription launches up ~7x since 2022 · yet apps launched before 2020 still earn 69% of all subscription revenue
Problem03 / 12
02 The broken menu

Everyone can build.
Almost no one can distribute —
and the help on offer is broken.

Intelligence tools

SENSOR TOWER · MOBILEACTION · APPTWEAK

Show you data. Never do the work. ~$15–25K/yr to be told what you already suspected.

No execution

Agencies & freelancers

$1K–$10K / MONTH

Do the work, then leave. When the engagement ends, the system leaves with them.

No compounding

Generic AI

CHATGPT · GENERIC CLAUDE USE

No memory of your app, your metrics, your market. Confident, contextless, wrong.

No context

$250K+/year to assemble a stack that still leaves the hardest 100 feet — insight to action — completely manual.
The stakes04 / 12
03 The K-shaped market

The market already split.
The only question is which side you're on.

TOP 25% +80% MRR TOP 10% +306% BOTTOM 25% −33% MRR OWA decides the direction

RevenueCat's State of Subscription Apps 2026 — 115,000+ apps, $16B+ revenue. The median app grew 5.3%. A 113-point gap between the arms of the K. Meanwhile UA spend hit $78B (+13% YoY) and Apple Search Ads CPT went $1.59 → $2.50.

Execution quality is the sorting mechanism. It decides which arm you land on. OWA AI is that execution layer — we take apps with proven demand and push them up the K.
Solution05 / 12
04 One brain

One brain for the
entire growth stack.

Connect your App Store, ad accounts, and MMP. OWA AI audits on day one, builds your strategy in minutes instead of months, then runs it with you in the loop — an orchestrator agent directing specialized sub-agents (data, creative, intelligence) through a proven skill architecture.

The product, live — the orchestrator agent running the full growth stack.

01  It acts

Not a dashboard. It updates metadata, adjusts campaigns, generates creative. You approve, it executes — reversible within 24 hours.

02  It remembers

Every test, competitor move, and result compounds into memory that's yours. The model is rented. The memory is yours.

03  It's encoded expertise

70+ client engagements turned into structured playbooks — not open-ended prompts. Strategy layer + execution layer, together.

Product06 / 12
05 Live, not roadmap

Running today,
on paying clients.

Strategy

A full growth plan built in minutes — stage-aware, buying-journey-first, specific to your app.

Competitor intel

Every rival's screenshot, metadata, creative, and ranking move — detected and interpreted automatically.

Insights engine

Checks your funnel three times a day and surfaces the next move before you think to ask.

Execution

Insight → task → done, inside one workspace. ASO, ASA, creative, and retention as one system.

IN DEVELOPMENT — the OWA SDK: direct attribution, in-app onboarding & paywall testing. When it ships, we own the full path from ad click to LTV. The expansion moat.
Team07 / 12
06 Founder-market fit

We were the agency
we're replacing.

15 years combined in app marketing. Then we built our own agency, served 70+ apps, and hit the wall ourselves — the agency model doesn't compound. So we encoded everything we did by hand into OWA AI.

Yusuf Barutcu — CEO

MOBILE ACTION · APPLE PARTNERSHIP · $1.4M/DAY SPEND

Ran Mobile Action's Apple partnership for three years. 4x'd client revenue in 2.5 years — 10x including partnership revenue. Employee #19 through the scale to 150 people.

Alptuğ Ika — COO

INSIDER · ADCOLONY · MOBILE ACTION

Client operations at scale. Retention, delivery systems, and order in chaotic environments — the operating discipline the product is built on.

Every agent is a process we ran by hand hundreds of times. The model is a commodity — anyone can rent it. What we know is not.
Traction08 / 12
07 Proof

We stress-tested the model
to failure — then rebuilt on the product.

Q4 '25 NOW AGENCY MRR → $60K THE DIP OWA AI MRR → $30K
We show the dip on purpose. That failure is why the product exists.
$700K+
2025 agency revenue · 70+ apps · $0 paid CAC
$30K
OWA AI MRR today — clients converting from agency to product
$0
raised — funded by our own revenue, not burn
Model09 / 12
08 How we charge

SaaS + usage.
Land solo, expand into teams.

TierWho it's forPrice
Self-serveIndie dev exploring — 1 app, limited agents$49/mo
TractionSolo marketer / small studio · $5–20K MRR$500/mo
GrowthScaling teams · $20–100K MRR$1,000/mo
EstablishedStudios / multi-app · dedicated operators$3,500/mo
88%
gross margin
~2mo
CAC payback
$0
CAC on agency-converted clients — the wedge makes the economics real
Moat10 / 12
09 Why incumbents won't catch us

Alone in the
top-right quadrant.

AI-SCALED HUMAN-SCALED SHOWS DATA DOES THE WORK Intelligence tools Consultants Agencies OWA AI

Tools can't act

An execution layer cannibalizes the dashboards they charge for. Their business model fights the product.

Agencies can't scale

They add a head per client. We add customers without adding people.

Memory compounds

The moat isn't the model — it's encoded operating knowledge plus memory that grows with every client. The SDK deepens it: switching cost becomes "rip out your measurement layer."

The window is open

InMobi acquired Mobile Action (2026) — the company we helped build. Everyone is consolidating dashboards. No one is building AI-native execution.

Market11 / 12
10 The spend already exists

We're not creating a budget.
We're capturing one.

The work is already a budget line — agencies, tools, hires. It's intelligence work AI excels at. And in app growth, services spend dwarfs software spend.

TAM ~$5.5B SAM ~$1.25B SOM $60M

TAM — ~$5.5B

App marketing intelligence, optimization & services — built bottom-up from specialist agency services (~$1.7–4.5B), intelligence tools, and campaign tooling. Measurement/attribution counted as SDK expansion, not core.

SAM — ~$1.25B

iOS non-gaming subscription apps and the agencies & tools serving them. ~30–50K addressable companies globally.

SOM — ~$60M

3–5 year target at ~5% SAM penetration — ≈700 customers at blended ACV.

The ask12 / 12
11 Seed round

$1.5M

46%
Go-to-market · $690K
27%
Product & eng · $405K
14%
Client ops · $210K
13%
G&A + buffer · $195K
Now M6 M12 M18
OWA AI MRR$30K$64K$113K$161K
ARR run-rate$354K$770K$1.35M$1.94M
StatusFUNDED, NOT BURNINGDEPLOYEDSCALINGBREAKEVEN · SERIES A

Revenue before a dollar of investment. Structural breakeven by month 16 — the draw tapers to zero as revenue takes over, with $30K of the $1.5M still unspent. A $5.5B market with zero AI-native players, consolidating right now.

Book a call yusuf@owa.ai