Investment Highlights for Banzai International, Inc. (BNZI-NASDAQ)

Banzai International, Inc.
435 Ericksen Ave, Suite 250
Bainbridge Island, WA 98110
Phone: (206) 414-1777
https://www.banzai.io/ 

• Banzai International, Inc. is a marketing technology (MarTech) firm that delivers AI-powered, SaaS solutions designed to improve marketing and sales outcomes for businesses of all sizes. The Company’s long-term vision is to offer an integrated, end-to-end platform that connects every part of the marketing and sales process within a single, unified ecosystem. Its tools leverage Artificial Intelligence (AI), automation, and data analytics to help customers attract leads, engage audiences, measure performance, and operate more efficiently.
  
  
• The global MarTech market is undergoing rapid expansion, projected to grow from $493.7 billion in 2024 to $2.4 trillion by 2033, representing a CAGR of 18.4%. With over 14,000 MarTech tools on the market, many companies are challenged by fragmented technology stacks and poor integration. In response, 60% of marketers now prefer consolidated, all-in-one platforms—a shift that supports Banzai’s strategy to build a comprehensive solution through both internal development and strategic acquisitions.
  
  
• Banzai’s strategy is built on three core pillars: solving the foundational needs of marketing teams; growing through a “Land and Expand” approach; and delivering a fully integrated, scalable platform that increases retention and customer lifetime value. Rather than chasing short-term trends, the Company is focused on enduring customer needs: generating leads, engaging users, tracking performance, and enabling system-wide integration.
  
  
• The Company currently serves over 90,000 customers and more than 100,000 users in more than 90 countries. Its customer base includes solo entrepreneurs, small businesses, and Fortune 500 firms across industries, with revenue primarily generated through recurring SaaS licenses. No single customer accounts for more than 1% of total revenue, reflecting a highly diversified base.
  
  
• Banzai’s product development strategy combines organic innovation with strategic M&A. In the past six months, it has acquired two companies—OpenReel and Vidello, at an average multiple of 2x revenue, compared to industry trading multiples of 6.5x–8x. These acquisitions accelerate platform expansion, drive valuation upside, and enhance cross-sell opportunities. Today, Banzai offers a unified product suite that supports the full marketing funnel—from lead acquisition and engagement to analytics—with 71% of Q1 2024 ARR coming from AI-enabled products, which maintained a 92% retention rate.
  
  
• Key products include Reach, an AI-powered event marketing platform featuring voice-based AI launched in June 2024; Demio, a popular browser-based webinar tool that supports customer acquisition at the entry level; and OpenReel, an enterprise video creation platform enabling remote video capture and AI editing..
  
  
• Although the Company has made strong progress in growing its customer base, expanding its platform, and integrating advanced AI capabilities, Banzai believes its current market capitalization does not fully reflect the intrinsic value of its business. To help address this, the Company has taken meaningful steps to strengthen its financial position and improve profitability. In September 2024, Banzai eliminated or converted $24.8 million in liabilities, increasing stockholders’ equity by $28.8 million. In October 2024, it launched a $13.5 million net income improvement initiative focused on operational efficiencies and cost reductions—expected to support improved profitability while maintaining growth momentum.
  
  
• Banzai is led by a seasoned management team and a six-member board that includes five independent directors, reinforcing strong governance and strategic oversight. Co-Founder and CEO Joseph P. Davy brings deep entrepreneurial and industry experience to the Company’s mission of transforming the MarTech space.
  
  
• As Banzai continues to execute on its strategic roadmap, it remains focused on sustainable growth, disciplined financial management, and long-term innovation. The Company believes there is meaningful upside potential in its valuation as investors gain a clearer understanding of its integrated platform, operating fundamentals, and long-term value creation potential. 
  
  
• At March 31, 2025, Banzai had a cash position of $780,764.