The Koru Investment Thesis
We are targeting a massive, underserved market at the precise moment a new technology stack makes a category-defining product possible. Koru is our beachhead into the multi-trillion dollar Longevity Economy.
Why Now: A Convergence of Forces
The opportunity for Koru is not a gradual evolution; it is a step-change event created by the simultaneous maturation of four powerful macro-trends.
The Silver Tsunami
$8T
The "Longevity Economy" is a vast, affluent, and digitally literate market with a clear, unmet need for products that support independence.
Ubiquitous Wearables
76%
Critical mass smartphone adoption (65+) creates the gateway for a continuous, high-fidelity data stream from personal sensors—the fuel for our AI.
Smart Home Ecosystems
40%
The low-friction, ambient, voice-first interface is already installed in millions of homes, removing a key barrier to adoption for our service.
Generative AI
$280B+
This is the final, critical piece. LLMs enable us to translate raw sensor data into empathetic, actionable, and human-like conversation, creating a true companion.
Our Strategic Moat
While Apple, Google, and Amazon compete for hardware dominance, Koru is the indispensable, hardware-agnostic software layer that unifies the user's experience. We win by being the trusted companion that works across every device.