Entertainment for
Every Human
In their Cultures
A premium OTT platform
for regional entertainment
We stream original stories — made for, not dubbed into — the cultures and communities people identify with.
Three Things. If You Believe Them,
Everything Else Follows.
22 languages. 1600+ active dialects. Zero premium cultural entertainment. The gap is structural, not strategic.
Fully agentic movie making. Remaking, not Dubbing. One IP → Unlimited culturally authentic versions. AI-native from ideation to screen.
₹166Cr ARR · 1.87M subscribers · 2 profitable markets. Culturally-driven founders.
Two Profitable Markets.
Repeatable Playbook.
Habit-Forming Content.
Sticky Formats.
Building habit-forming entertainment in regional India.
Structural Retention. Not a hit-driven treadmill.
1.5 Billion People
Zero Culturally Relevant Entertainment
Distinct traditions, humor, gods — not regional variations. Distinct cultures and communities with no entertainment specifically built for them.
Cultural identity transcends socioeconomic status — a farmer, techie, entrepreneur and a VC — all from Haryanvi background, identify with the same cultural roots.
The Problem Was Structural — Not Strategic.
Regional Entertainment Had No Business Case.
We didn't enter existing markets.
We created markets that didn't exist.
And fixed the economics structurally to create the business case.
We Cracked It.
Then We Copied It.
Retention-first formats: Long Series, Binge Series, Micro Dramas & Films. Produce once, replicate everywhere.
Feels like their own app — built for each culture, personalized for every market.
HR → RJ → Bhojpuri → Gujarati. Proven repeatability for culture-first entertainment across 4 markets, ready for 14+ more.
35 Months → 17 Months → 12 Months.
Each Market Faster Than the Last.
Haryanvi took 35 months to profitability. Rajasthani, 17. Bhojpuri: on track for 12 — this isn't a trend line, it's a system.
With AI transformation, these timelines compress further — improving both speed-to-scale and quality of execution.
How STAGE Evolved.
Four Phases to AI Transformation.
- Built for underserved languages
- Strong install momentum
- Free → paid conversion
- Scaled HR with unit economics
- Launched & scaled Rajasthani
- Codified launch playbook
- Long-series & micro formats
- Growth & marketing loops
- Habit depth infra
- AI-native creation + adaptation
- Personalised distribution
- Agentic Automation
No Skill-Based Jobs.
Only Outcome-Based.
Everyone is a techie. Everyone ships code.
The entire company runs on AI.
Not a department — the new architecture.
Every part of the business rebuilt from first principles — creation, adaptation, distribution, engagement, operations.
From Idea to Screen.
No Camera. No Crew. Only Agents.
Human decisions on story and emotion. Everything else is AI. Orchestration of 70+ specialized agents — this pipeline doesn't exist anywhere else in the world.
From Idea to Screen. No Camera. Only Agents.
We don't translate.
We transform.
A Haryanvi drama gets adapted into every culture, every community, Indian or otherwise — different humor, idioms, wedding traditions, cultural references. Rewritten, not dubbed. The audience never feels the seam.
Not dubbing. Not translation. → Transformation. Remaking.
Traditional: 14 markets = 14× production cost
STAGE: 1 great IP → 14 cultures at ₹10,000 per episode per culture
That's a different business model.
Same Story. Transformed Cultures. Fully Agentic.
STAGE Saathi: 1 User : 1 Agent
A Personal AI Relationship Manager for every user. First in Indian OTT.
- Tracks every interaction
- Morphs content discovery
- Personalized thumbnails
- Talks in-app or WhatsApp
- Like a true companion
- Knows your preferences
- Predicts churn before it
- Proactive outreach
- Personalized win-back
- 24/7 AI support
- Instant resolution
- Handles 100% autonomously
Every traditional OTT treats you as a cohort. STAGE Saathi treats you as an individual.
Your Characters. Now Alive.
Your favorites. Now as interactive AI companions.
- Talk to your favorite characters anytime
- In-depth conversations about storylines
- Character stays in role always
- Via chat, audio, video, or their world
- The story never ends
- Explore "what if" scenarios
- Generate new fan content
- Ask about backstory
- Unlock secret episodes
- Character-created content
- Character bot users vs non-users
- Significantly higher Day 1, Day 7, and Week 2 retention
- Extends engagement beyond content
- Premium character subscriptions
- AI companion in-chat purchases
- Gifting
- Merchandise
- Exclusive content access
Characters come alive beyond the screen. Talk to them. Build relationships. Stay forever.
Building Community
Creating connections beyond content.
- Super users - milestone based only entry
- 1 special perk every month - gifts you can't purchase, concerts you can't buy tickets for
- Direct line to creators & early access
- Culture & language-based communities
- Movies / Webshows, Actors and Characters fan groups
- Daily watch parties & live discussions
- 70-80% registrants show weekly
- 40% return week-over-week
- 80% return to app next week to watch content
- Follow the match live as it happens in-app
- Culturally relevant commentary in your language
- Real-time polls, reactions & chat
- Second-screen companion experience
Content is just the entry point. Community is the moat.
The Intelligence Layer.
Everything Runs on It.
- Enterprise intelligence layer for all STAGE stakeholders
- Anticipatory AI that predicts what needs to happen
- Not reactive — proactive
- Empowers users & team
- Intelligent bidding & LTV-based targeting
- Creative optimization
- Social media automation
- Auto-posting with AI-generated insights
- Input show details → get marketing narrative
- AI-generated titles, teaser trailers & posters
- Social media clips that go viral
- Fully automated
- Timelines compressed
- Quality improved
- Anyone can build
- No product/engineering bottleneck
- In-house OTA system (like Shorebird)
- Multiple deploys per day
- No Play Store approval delays
- vs 15-day sprint cycles
AI isn't a feature. It's the infrastructure everything runs on. Scaling without traditional constraints.
From 5yrs → 12 months.
From Regional to Global.
Expansion timelines compressed. Playbook replicates exponentially. Every market launches with the full library on day one.
One great IP → adapted to any culture in the world. Every language. Every culture. TAM expands exponentially.
Agentic pipeline + cultural adaptation fully online
Agentic production workflows. Marginal cost → zero.
How We Win.
The Three Things That Matter.
The tech can be replicated — in 18–24 months, someone will try.
What can't be replicated are the three things that compound over time.
Existing supply of thousands of hours of content. More supply = more bouquet value. Death of supply = users leave. We have the supply. Competitors don't.
In our markets, STAGE isn't an app — it's a cultural institution. Earned by showing their culture with respect. That trust doesn't transfer to a new entrant with better AI.
Thousands of hours of authentic IP. Creator relationships across a dozen languages. What makes a Bhojpuri audience laugh versus cry — that's not in any training set. It's in our data, our teams, our library.
Market position, IP library, audience relationships — permanent. Every month of execution widens the gap.
14 Languages.
Each a $22-40M Business.
What we know. What we're building toward.
| Language | Speakers | Launch | Target | Notes |
|---|---|---|---|---|
| Haryanvi | 50M+ | Live ✓ | Profitable | Pioneer market |
| Rajasthani | 85M+ | Live ✓ | Profitable | Second market |
| Bhojpuri | 100M+ | Live ✓ | ~12mo to profit | Strong IP traction |
| Gujarati | 80M+ | Live ✓ | Early stage | License + original |
| Marathi | 130M+ | Apr 2026 | $22-40M ARR | ★ First AI-native launch |
| Punjabi | 45M+ | Jun 2026 | $22-40M ARR | Chaupal proved demand |
| Bangla | 260M+ | Aug 2026 | $22-40M ARR | Largest untapped |
| Assamese | 20M+ | Aug 2026 | $22-40M ARR | Cultural adaptation |
| Odia | 50M+ | Aug 2026 | $22-40M ARR | Cultural adaptation |
| Tamil | 100M+ | Dec 2026 | $30-50M ARR | Existing ecosystem |
| Telugu | 105M+ | Dec 2026 | $30-50M ARR | Existing ecosystem |
| Kannada | 60M+ | Dec 2026 | $22-40M ARR | Growing OTT demand |
| Nepali | 20M+ | Aug 2026 | $22-40M ARR | Cultural adaptation |
| Malayalam | 45M+ | Dec 2026 | $22-40M ARR | High literacy, premium |
Path to $139M ARR by Mar’28
Built by Regional India, for Regional India.
"We are not outsiders studying regional India - we are regional India. That's why we understood this market before anyone else."
Karthik Reddy (Blume Ventures)
Vivek Subramanian (Goodwater Capital)
Ritesh Malik (Innov8)
Blume Ventures · Goodwater Capital · Better Capital
Physis Capital · The Chennai Angels · VCats · VSS (Paytm)
Every team member works alongside AI agents. 4 → 14 markets without scaling headcount.
Existing investors — Blume Ventures & Goodwater Capital — confirmed participating in Series C.
$20 Million to Own
Cultural Entertainment.
8 of 20 million is already committed. Three uses:
Entertainment for Every Human
In their Cultures
1.5 billion people. No premium entertainment built for their cultures — until STAGE.
₹166Cr ARR. 80% gross margin. Two profitable markets. The unit economics are real.
One IP. 14 cultures. ₹10,000 per episode. From 4 markets to 14 — $20M to $100M ARR.
We're raising $20 million to execute — 14 markets in 12 months.
Due diligence materials available.
|Let's talk: vinay@stage.in