Investor Overview
One platform. Many AI companies. Serving the next billion users.
About Allting
"American Tower doesn't make phones. They own the towers every carrier needs.
We don't make AI apps. We run the platform every AI company needs."
Allting builds and operates the shared infrastructure layer that enables AI companies to launch and scale products in emerging markets -- without building the underlying platform from scratch.
We take a 15% revenue share from every operating company (OpCo) on our platform. We don't build AI products. We enable others to build and sell them.
Every new OpCo increases revenue with almost no increase in cost. The platform is built once. The economics compound with every partner added.
The Problem
AI adoption is concentrated in high-income markets. The rest of the world is being left behind -- not by choice, but by economics and infrastructure.
People without meaningful AI access
ChatGPT Plus cost vs $375 avg monthly salary in target markets
AI adoption gap between high and low-income countries
Share of global AI traffic from low-income economies
How It Works
A platform model designed for compounding returns. Every new operating company increases revenue with near-zero marginal cost.
"Every new OpCo increases revenue with almost no increase in cost."
Market Opportunity
Emerging markets represent the largest untapped AI opportunity in the world.
1.7B users across LatAm, MENA, SEA, Sub-Saharan Africa
840M addressable users in LatAm + MENA
100+ OpCos generating $10-20M ARR
Business Model
Traction
AI-powered basketball analytics and engagement platform
Enterprise AI solutions for business operations
AI assistant for productivity and task management
Decision intelligence for executive teams
Team
CEO
30+ years in telecom infrastructure. Former leadership roles at Ericsson, TeliaSonera, Millicom, and du/EITC. Deep expertise scaling shared infrastructure across emerging markets.
Commercial
Serial entrepreneur and fund manager with extensive EMEA experience. Drives commercial strategy, partnerships, and go-to-market across the portfolio.
CTO
$8M exit. 4 years architecting and building the Allting platform. Leads all technical development, platform engineering, and infrastructure decisions.
Roadmap