Influence Mobile

About the offering

Influence Mobile is a Seattle, WA-based mobile gaming user acquisition and retention platform that has operated since 2012. The company's core product, Rewarded Play, recruits and retains high-spending mobile game players — primarily women 45+ — by rewarding them with real-money incentives for in-app purchases they would make anyway. The platform has generated $250M in lifetime revenue on approximately $7M raised, and previously peaked at $62M in annual revenue and $10M in EBITDA in 2023, operating exclusively on Android. Revenue declined to $42M in 2024 following a coordinated fraud attack that prompted a deliberate rebuild, and further declined to approximately $28.7M in 2025, resulting in a reported net loss of roughly $6M. As of mid-2026, the company reports $0 cash on hand (down from $570K at year-end 2025), carries approximately $3.1M in total debt including $1.4M in related-party loans, and is relying on a bank line of credit up for renewal in summer 2026. Monthly burn is approximately $253K. The company is raising up to $5M via Regulation CF on Wefunder, with early-bird terms in place. The current raise is intended to fund four initiatives: white-label partner infrastructure (35%), player acquisition and Amplify scaling (25%), iOS engineering and AInstein AI launch (20%), and working capital (20%). The company's product suite includes five tools: Amplify (real-time install pricing intelligence, live now), AInstein (AI personalization engine, launching summer 2026), Boost (7-day ROAS lift offer), Big Time Bonus (high-leverage rewards mechanism), and Player Health Score (real-time fraud defense built from the 2024 attack). A white-label iOS app is also in development, with a stated first-partner pipeline representing a $50M/year opportunity. The company is independently ranked among the top five global mobile game performance partners by AppsFlyer, Adjust, and Singular. Its top 5,000 Elite Reward Members have spent $34.5M with game partners over five years. Notable clients include Scopely (publisher of Monopoly GO!). Key investors include Right Side Capital Management ($500K) and Andy Sack ($213K), who has been involved since the company's founding. The leadership team includes founder and CEO Daniel Todd (14-year tenure), COO Megan Brockavich (rose from copywriter over 13 years), and President Randy Waxman (former 17-year CEO and co-founder of Blind Ferret). The company has made the Inc. 5000 list four consecutive years (2021–2024). The current Wefunder raise had collected approximately $61,450 from 167 investors at the time of this snapshot, against a stated early-bird allocation. The company describes itself as approaching profitability in Q3 2026, though it acknowledges the $0 cash position, ongoing credit line uncertainty, and declining revenue trajectory as material risks. The offering uses SAFEs; valuation cap and discount rate details are noted as available in the deal details but not prominently disclosed in the public-facing text reviewed here.

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