OTC: TGNT

OUR BUSINESS SUMMARY

Introduction

Totaligent, Inc. is a technology company, with its headquarters located in Boca Raton, Florida deploying an 8-member remote work team, that provides person-based digital marketing for companies and individuals to use and unlock owned and acquired data to efficiently market their products, services, and brands. Totaligent launched a public beta version of its integrated digital marketing platform on March 5, 2025, to democratize the use of first-, second-, and third-party data. Amid the rapid rise of AI, which has accelerated industry-wide transformations, Totaligent is adapting its core offerings to leverage AI for enhanced capabilities, while viewing its platform and data as foundational assets for synergies with AI-driven acquisitions and diversification into areas like privacy-focused cryptocurrency mining.

Company Overview

Totaligent is a person-based digital marketing platform that allows companies and individuals to use and unlock owned and acquired data to efficiently market their products, services, and brands. By leveraging Totaligent’s platform tools, users can deploy an all-encompassing digital communications strategy. Today, Totaligent offers managed campaigns to publicly traded companies and political candidates and launched the public beta version of its consumer-facing person-based digital marketing platform on March 5, 2025. Totaligent’s managed campaign business will be the main driver of revenue until the public launch of the consumer platform. Totaligent’s white-label programmatic ad platform is directly connected to its own custom Database Management Platform (“DMP”), which allows micro-targeting using data matching, which can be site specific, area specific and/or zip code specific. This platform leverages highly efficient display advertising, as opposed to general search engine keyword advertising. The platform is connected to more than 40 network publishers, giving users a deep network of web portals in all verticals. The Totaligent team is continuously updating the platform to follow the ever-changing advertising rules implemented by Google, Facebook, Twitter and others, regarding advertising crypto, drugs, tobacco, firearms, sex, and political advertising. Our customer outreach tools include email, SMS, and push notification.

·
Email marketing on the Totaligent platform connects to most of the known email marketing Electronic Services Portals (“ESP”).

·
Short Message Service (“SMS”) connects to multiple telecom partners allowing users to choose deliverability and the best price for their messaging needs. We offer long code, short code, and 1-800s.

·
Push notification marketing utilizes the Totaligent smart code (cookie), which allows customers to receive push notifications for upcoming news, offers, events, and more, all managed internally on Totaligent’s Push servers.

Individual Totaligent services are currently operational and used for our managed campaign program. Upon the launch of the consumer-facing platform, the full spectrum of Totaligent’s digital communication tools will operate within the same User Interface XML (“UIX”), negating the need for multiple service providers or Customer Relationship Management (“CRM”) tools to perform various individual tasks. Users will be able to harmonize every facet of a digital campaign from a single panel, allowing multichannel marketing and analytics to maximize communication and ROI from the user’s customer and visitor databases. The Company is trading on the OTC Pink Market under the stock symbol, TGNT. Recently, Totaligent has undergone a strategic shift driven by the accelerated adoption of artificial intelligence (AI) across the digital marketing landscape. While the standalone value of our platform as a third-party SaaS product has diminished in this AI-saturated environment, our robust data assets and underlying technology remain highly valuable. In response, we are evolving our focus to integrate AI capabilities more deeply, targeting acquisitions of AI companies and AI-enabled businesses that can leverage our platform and data for enhanced synergies—including those outside digital marketing, such as in the AI-enabled biotech space. Additionally, we are exploring a re-entry into the cryptocurrency mining space, with a specific emphasis on privacy-focused cryptocurrencies, to diversify our operations and capitalize on emerging opportunities in decentralized technologies.

Industry Overview

Digital Marketing and Programmatic Advertising

The digital marketing industry is experiencing rapid evolution, driven by the convergence of data-driven strategies, advanced technology platforms, and the increasing need for personalized consumer engagement. As businesses and individuals strive to cut through the noise in an oversaturated market, platforms like Totaligent are becoming increasingly critical. Totaligent is a person-based digital marketing platform that enables companies to harness both owned and acquired data to deliver targeted, efficient marketing campaigns. By offering a comprehensive suite of tools, Totaligent empowers users to deploy all-encompassing digital communication strategies that resonate with their target audiences.

In 2026, the industry is marked by the accelerated adoption of AI, with generative AI tools, autonomous agents, and predictive analytics reshaping workflows. AI is automating content creation, personalization, and optimization at scale, leading to a shift where human marketers focus more on strategy and oversight. However, this has also created challenges, including concerns over authenticity, data privacy, and the potential for "AI slop" in creative outputs. Despite these, AI-driven marketing is projected to grow significantly, with the AI in marketing market expected to reach $217 billion by 2034 at a CAGR of 26.7%. This environment has influenced Totaligent's view that while third-party SaaS value has diminished, its data and platform can serve as a strong base for AI-enabled expansions, including into non-marketing sectors like biotech and diversified tech like cryptocurrency mining.

The Shift Towards Person-Based Marketing

In recent years, the industry has shifted from broad, demographic-based targeting to more precise, person-based marketing. This approach leverages detailed consumer data to deliver personalized experiences across multiple channels. Totaligent’s platform is designed to meet this demand, providing users with the ability to micro-target audiences using a custom Database Management Platform (DMP). This platform allows for site-specific, area-specific, and zip code-specific targeting, ensuring that marketing efforts reach the most relevant consumers. Person-based marketing is particularly valuable in today’s landscape, where consumers expect tailored experiences. By connecting directly with more than 40 network publishers, Totaligent offers a vast network of web portals across various verticals. This enables users to deliver highly efficient display advertising, which is increasingly favored over traditional keyword-based search engine advertising. The result is more effective campaigns that drive higher engagement and return on investment (ROI). With AI's rise, this shift is intensifying, as AI enables hyper-personalization and predictive SEO, further enhancing the precision of person-based strategies, and positioning Totaligent's assets for integration with AI companies across industries.

Managed Campaigns and Revenue Streams

Totaligent’s business model is currently anchored by its managed campaign services, which cater to publicly traded companies and political candidates. These campaigns, which utilize the platform’s robust micro-targeting capabilities, are a significant revenue driver. The managed campaigns offer clients a full-service solution, leveraging Totaligent’s expertise in navigating the complex and often changing regulations surrounding digital advertising, including those related to sensitive sectors like crypto, drugs, and political advertising. As Totaligent launched the public beta version of its consumer-facing platform on March 5, 2025, the managed campaign business will continue to be the primary revenue source. However, the consumer platform represents a significant growth opportunity, as it will allow a broader range of users to access Totaligent’s sophisticated marketing tools. This expansion into the consumer market is expected to diversify the company’s revenue streams and position it for long-term success. Amid the AI boom, we are adapting these services to incorporate AI-driven insights, ensuring our offerings remain competitive, while exploring how our platform can support AI-enabled ventures in diverse fields.

Integration and Automation: The Future of Digital Marketing

One of the key differentiators of Totaligent’s platform is its focus on integration and automation. The platform’s white-label programmatic ad capabilities are seamlessly connected to its DMP, enabling users to manage and optimize campaigns from a single interface. This integration negates the need for multiple service providers or Customer Relationship Management (CRM) tools, streamlining the digital marketing process. Totaligent also offers a comprehensive set of customer outreach tools, including email, SMS, and push notifications. These tools are designed to be easily accessible through the platform’s unified User Interface XML (UIX), allowing users to harmonize their marketing efforts across different channels. The ability to manage multichannel campaigns from a single panel not only enhances efficiency but also maximizes the impact of marketing efforts by providing a cohesive customer experience. In the AI era, automation is evolving toward agentic systems that handle execution autonomously, aligning with our strategic pivot to AI-enhanced operations and acquisitions that extend beyond marketing.

Adapting to Industry Changes

The digital marketing landscape is constantly evolving, with new regulations and platform policies frequently altering the rules of engagement. Totaligent’s commitment to continuous platform updates ensures that users can navigate these changes with ease. The platform is designed to stay ahead of the curve, adapting to new guidelines from major players like Google, Facebook, and Twitter. In conclusion, Totaligent is well-positioned to thrive in the dynamic digital marketing industry. By offering a person-based approach to marketing, coupled with powerful integration and automation tools, Totaligent enables users to execute highly effective campaigns that drive meaningful results. As the company expands its consumer-facing platform and pivots toward AI integration and diversified ventures like cryptocurrency mining, it is poised to become a leader in the digital marketing space, providing both businesses and individuals with the tools they need to succeed in an increasingly competitive environment. This evolution reflects the recognition that our core assets can fuel growth in AI-enabled sectors. Here are some compelling statistics and forecasts that support the information presented about Totaligent and the digital marketing industry:

Growth of Digital Marketing: The global digital advertising market has experienced significant growth, reaching an estimated $667 billion in 2024 and projected to grow to over $700 billion in 2025, driven by increased online engagement and advancements in data-driven marketing. (eMarketer) This growth underscores the increasing reliance on digital channels for marketing and highlights the potential market for platforms like Totaligent.

2.

Shift to Person-Based Marketing: Personalized marketing continues to be a critical strategy, with research indicating that such approaches can boost conversion rates by up to 202%. As consumers demand more tailored experiences, the shift towards person-based marketing becomes essential, making Totaligent’s platform, which offers micro-targeting, highly relevant.

3.

Programmatic Advertising Dominance: Programmatic advertising has solidified its position in the digital advertising landscape, accounting for approximately 90.2% of digital display ad spending in the U.S. in 2022. This trend highlights the importance of programmatic platforms like Totaligent’s, which can efficiently reach targeted audiences

4.

Email Marketing ROI: Email marketing continues to deliver strong returns on investment, with an average return of $0.42 for every $1 spent. Totaligent’s integration with known Email Service Providers (ESPs) positions it well to help users capitalize on this effective channel.

5.

SMS Marketing Growth: The global SMS marketing market is experiencing rapid growth, expected to expand from $5.5 billion in 2021 to $24.9 billion by 2028, reflecting a Compound Annual Growth Rate (CAGR) of 24.8%. Totaligent’s SMS capabilities align with this growing trend, offering users a powerful tool for customer engagement.

6.

Push Notification Engagement: Push notifications have a click-through rate (CTR) of up to 40%, making them one of the most effective channels for real-time customer engagement. Totaligent’s smart code for push notifications allows users to tap into this highly engaging channel. These statistics and forecasts emphasize the relevance and potential of Totaligent’s platform in a rapidly growing and evolving digital marketing landscape.

Market Opportunity

The market opportunity for Totaligent within the digital marketing industry is substantial, driven by several key factors:

Expanding Digital Advertising Market

The global digital advertising market has experienced strong and sustained growth, reaching approximately $667 billion in 2024 and projected to exceed $700 billion in 2025. This expansion reflects a compound annual growth rate (CAGR) of roughly 10–12%, driven by increasing digital consumption and advancements in data-driven marketing. (eMarketer) This expansion underscores the shift of advertising budgets from traditional to digital channels, presenting platforms like Totaligent, which offer advanced targeting and integration tools, with a substantial opportunity to capture a significant share of this burgeoning market.

Rising Demand for Person-Based Marketing

Consumers increasingly expect personalized and relevant content, leading to a heightened demand for person-based marketing strategies. Studies have shown that personalized marketing can boost conversion rates by over 200%. Totaligent’s platform, which enables micro-targeting based on detailed consumer data, is well-positioned to capitalize on this trend, offering businesses the tools to deliver tailored experiences that meet consumer expectations.

Growth in Programmatic Advertising

Programmatic advertising continues to dominate the digital display ad market. In 2025, programmatic advertising spending in the United States was projected to reach $244 billion. Totaligent’s white-label programmatic ad platform, connected to a broad network of publishers, offers a significant opportunity to tap into this market. As more advertisers move towards automated, data-driven ad buying, Totaligent’s platform can attract a wide range of users seeking efficient and effective advertising solutions.

Opportunities in Email, SMS, and Push Notification Marketing

Email marketing continues to deliver high ROI, while SMS and push notification marketing are experiencing rapid growth. The SMS marketing market, for instance, is expected to grow at a CAGR of 24.8% through 2028. Totaligent’s integrated tools for email, SMS, and push notifications allow users to engage customers across multiple channels, creating a comprehensive marketing solution that meets diverse needs. The ability to offer these services within a single platform enhances the value proposition for businesses seeking to streamline their digital marketing efforts.

Regulatory and Market Adaptation

As digital advertising becomes more regulated, particularly in areas like political advertising, crypto, and other sensitive sectors, platforms that can adapt quickly to these changes will have a competitive advantage. Totaligent’s commitment to continuously updating its platform to comply with new regulations provides a significant opportunity to attract clients in regulated industries that require compliant marketing solutions.

Expansion into the Consumer Market

The launch of Totaligent’s consumer-facing platform on March 5, 2025 represents a major growth opportunity. By making its sophisticated marketing tools accessible to a broader audience, including small businesses and individual marketers, Totaligent can tap into a vast and underserved segment of the market. This expansion could significantly diversify revenue streams and drive long-term growth. Amid the accelerated AI adoption in 2026, where AI agents and automation are redefining marketing operations, Totaligent sees opportunities to leverage its data-rich platform as a foundation for AI integrations. However, this has diminished the perceived standalone value of third-party SaaS tools, prompting a pivot toward synergistic AI acquisitions and diversified ventures like cryptocurrency mining to enhance long-term value. This includes pursuing AI-enabled businesses in non-marketing sectors.

Growth and Development Strategy

To capitalize on the substantial market opportunity in digital marketing, Totaligent has outlined a comprehensive growth strategy that includes targeted marketing efforts, brand development, and strategic acquisitions. By leveraging its existing strengths in person-based digital marketing and programmatic advertising, Totaligent aims to scale its operations, diversify revenue streams, and solidify its position as a leader in the industry. In light of recent industry shifts driven by AI acceleration, this strategy has evolved to prioritize AI integration and diversification.

1.

Marketing Strategy

a.

Channel Partners/Influencers Totaligent can expand its reach by building a network of channel partners and influencers within the digital marketing space. Many industries have used influencers to promote brands, and Totaligent can develop a similar network of influencers, including digital marketing experts, tech bloggers, and social media personalities. These influencers would promote Totaligent’s platform through content that showcases its unique capabilities, such as micro-targeting and multichannel integration. Influencers would be compensated on a performance basis, creating a scalable and cost-effective marketing model.

b.

Digital Marketing Platform Development Totaligent will continue to innovate and expand its platform capabilities. By focusing on the development of new features that address the evolving needs of digital marketers, such as enhanced data analytics, AI-driven campaign optimization, and improved user interface design, Totaligent will attract and retain a growing customer base. The Company’s commitment to staying ahead of regulatory changes will also be a significant differentiator in the market.

Brand Development

Totaligent will focus on building a strong brand identity as a leading provider of person-based digital marketing solutions. This involves not only expanding its product offerings but also establishing itself as a thought leader in the industry. Expanding Platform Offerings: Totaligent will continuously enhance its platform by integrating new features that align with market trends, such as AI-driven personalization, enhanced data privacy tools, and cross-channel campaign management. This will allow Totaligent to meet the diverse needs of its customers and stay ahead of competitors. Strategic Partnerships Aligning with high-profile partners, such as major digital ad networks, data providers, and tech companies, will enhance Totaligent’s brand credibility. These partnerships will also provide additional channels for customer acquisition and brand exposure.

3.

Acquisitions Strategy

Totaligent intends to pursue strategic acquisitions to accelerate growth, expand its capabilities, and strengthen its market position. In response to the diminished value of standalone third-party SaaS products amid rapid AI adoption, this strategy has evolved to focus on AI companies and AI-enabled businesses that can leverage Totaligent's valuable platform and data assets for mutual enhancement. This includes targets in AI-driven marketing automation, predictive analytics, and personalization technologies, as well as AI-enabled businesses outside of digital marketing. Existing Digital Marketing Brands: Totaligent will target emerging digital marketing platforms and agencies that have demonstrated initial market penetration and potential for growth. By acquiring these companies, Totaligent can quickly expand its customer base, enhance its service offerings, and increase market share. Technology Acquisitions: To complement its platform, Totaligent will seek to acquire innovative technologies that enhance data analytics, customer engagement, and programmatic advertising capabilities. These acquisitions will provide Totaligent with additional tools to offer more comprehensive solutions to its clients, driving higher customer satisfaction and loyalty. Distribution and Data Assets: Totaligent will explore opportunities to acquire data providers and distribution platforms that can enhance its targeting capabilities. This could include acquiring companies with extensive consumer data or advanced targeting algorithms that can be integrated into Totaligent’s DMP. Additionally, acquiring companies with strong distribution networks will allow Totaligent to expand its reach and offer more robust services to its clients. Furthermore, to diversify beyond digital marketing, Totaligent is considering re-entering the cryptocurrency mining space, with a focus on Zcash (ZEC). ZEC's privacy features align with our data-centric expertise, and this move could provide new revenue streams while utilizing our technological infrastructure for efficient mining operations. Totaligent aims to capitalize on the expanding digital marketing industry, leveraging its strengths in person-based marketing, programmatic advertising, and multichannel integration. Through targeted marketing efforts, brand development, and an evolved acquisitions strategy emphasizing AI synergies and diversification, Totaligent is poised to scale its operations, diversify its revenue streams, and solidify its position as a market leader in digital marketing solutions.

Competition

Totaligent is in a highly-competitive space, dominated by well-known players like ActiveCampaign, known for its robust automation capabilities, Klavivo, featuring over 300 integrations and supporting various automation and personalization features, HubSpot, known for its comprehensive suite of CRM, marketing, sales, and service tools, and Gladly, which consolidates customer interactions across channels like email, chat, and social media into one unified platform. As AI adoption accelerates, competition is intensifying from AI-native platforms, prompting Totaligent to pursue AI-enabled acquisitions to bolster its edge.

Intellectual property

Totaligent’s intellectual property is grounded in its ownership of domain names, confidential business information, and tactics. These assets form the core of its competitive advantage, safeguarding the brand’s identity and proprietary knowledge. By leveraging domain names, confidential information and tactics, it preserves its unique business strategies and innovations. These intellectual properties collectively reinforce Totaligent's market presence and contribute to its long-term success, particularly as the Company integrates AI and explores diversified applications.

Government Regulation

The Internet

We are subject to several laws and regulations that affect companies conducting business on the Internet, many of which are still evolving and could be interpreted in ways that could harm our business. The way existing laws and regulations will be applied to the Internet and how they will relate to our business are often unclear. For example, we often cannot be certain how existing laws will apply in the e-commerce and online context, including with respect to such topics as privacy, defamation, pricing, credit card fraud, advertising, taxation, sweepstakes, promotions, content regulation, quality of products and services, and intellectual property ownership and infringement. As we pivot toward AI integrations and potential crypto mining, additional regulations in data privacy, AI ethics, and cryptocurrency may apply. Numerous laws and regulatory schemes have been adopted at the national and state level in the United States, and in some cases internationally, that have a direct impact on our business and operations. For example: The Credit Card Accountability Responsibility and Disclosure Act of 2009, or CARD Act, and similar laws and regulations adopted by several states regulate credit card and gift certificate use fairness, including expiration dates and fees. Our business also requires that we comply with payment card industry data security and other standards. We are subject to payment card association operating rules, certification requirements, and rules governing electronic funds transfers, which could change or be reinterpreted to make it difficult or impossible for us to comply. If we fail to comply with these rules or requirements, or if our data security systems are breached or compromised, we may be liable for card issuing banks’ costs, subject to fines and higher transaction fees, and lose our ability to accept credit and debit card payments from our customers, process electronic funds transfers, or facilitate other types of online payments, and our business and results of operations could be adversely affected. The Digital Millennium Copyright Act (DMCA) provides relief for claims of circumvention of copyright protected technologies and includes a safe harbor intended to reduce the liability of online service providers for hosting, listing, or linking to third-party content that infringes copyrights of others. The California Consumer Privacy Act (CCPA), which went into effect on January 1, 2020, provides consumers the right to know what personal data companies collect, how it is used, and the right to access, delete, and opt out of the sale of their personal information to third parties. It also expands the definition of personal information and gives consumers increased privacy rights and protections for that information. The CCPA also includes special requirements for California consumers under the age of 16. In addition, the European Union and United Kingdom have adopted the General Data Protection Regulation (GDPR), which likewise impose significant data protection obligations on enterprises, including limitations on data uses and constraints on certain uses of sensitive data. Effective January 1, 2023, we became subject to the California Privacy Rights Act, which expands upon the consumer data use restrictions, penalties and enforcement provisions under the California Consumer Privacy Act, and Virginia’s Consumer Data Protection Act, another comprehensive data privacy law. Effective July 1, 2023, we became subject to the Colorado Privacy Act and the Connecticut Act Concerning Personal Data Privacy and Online Monitoring, which are also comprehensive consumer privacy laws. Effective December 31, 2025, we also became subject to the Utah Consumer Privacy Act, regarding business handling of consumers’ personal data.

CONSIDERATIONS RELATED TO OUR BUSINESS