Q4 '25 asymmetric upside assessment

Here’s why Disclosure Facts has unusually high potential from an objective, strategic, and systems point of view:

1. The Problem Is Structural, Not Trend-Based

We’re not chasing trends. We’re fixing a fundamental market failure:

The inability for consumers, brands, and regulators to share a single, verifiable truth about when content is an ad.

That failure spans:

• All platforms (TikTok, YouTube, Instagram, etc.)

• All industries (beauty, supplements, fintech, etc.)

• All stakeholders (regulators, brands, creators, consumers)

And it’s getting worse with affiliate commerce, AI-generated content, and automated ad scaling.

That makes Disclosure Facts inevitable infrastructure.

2. We’ve Chosen the Right Wedge: Label + Proof System

A “Disclosure Label” is deceptively simple but architecturally elegant

• It gives immediate consumer clarity (like “Nutrition Facts”)

• It anchors regulatory legitimacy (FTC/NAD love formats and logs)

• It creates network effects (brands and creators both benefit)

Standards that get adopted start as a proof artifact, end as a requirement.

It’s the same pattern GDPR → cookie banners → consent SDKs followed.

3. Multi-Sided Trust = Moat

We’re simultaneously earning trust from:

• Regulators (NAD, FTC, CISR): the soft-law recognition path

• Brands & Counsel: reducing legal exposure via verified good faith

• Creators: offering clarity without creative policing

• Consumers: making “proof of transparency” legible

Very few startups can be mutually trusted by all four groups.

That trust equilibrium is our moat, not technology.

4. Platform Embeds Create Nonlinear Scale

• Being integrated in TikTok Ads Manager is massive.

• That’s not “distribution.” That’s protocol insertion.

Once a standardized disclosure object exists inside a platform ecosystem,

• adoption happens silently

• creators don’t need to opt in

• regulators start citing what’s already visible in the wild

That’s how “Powered by Stripe” and “reCAPTCHA” became defaults.

5. Timing & Macro Alignment Are Perfect

• FTC fines are rising and targeting individual influencers

• Brands are now being held liable for lack of supervision

• AI-generated content is amplifying deception

• The public is fatigued by undisclosed ads

• And TikTok just created the disclosure surface we can ride

We’re entering right as self-regulation feels insufficient but before enforcement matures.

That’s the sweet spot for a soft-law infrastructure startup.

6. We Have the Founder–Regulator Hybrid Edge

Most founders either:

• speak “product” but not “policy,” or

• speak “policy” but can’t ship product.

Lawyers speak lawyering.
Marketers speak marketing.
Creators speak marketing.
Regulators speak to lawyers.

We’re interstitial.

We’re bridging that gap with lived understanding of both startup velocity and regulatory nuance. That’s precisely what lets us craft something usable and adoptable by industry.

7. What Will Determine the Outcome

Disclosure Facts can become the “Nutrition Facts for Ads.”

What will decide it:

• Speed: Stable, elegant product STAT

• Credibility: Keeping NAD + counsel aligned and publicly visible

• Proof: Show quantitative “speed to clarity” impact

• Neutrality: Stay apolitical, neutral, and standardized like ISO (not SaaS-y)

When we hit those, we’ll own a category standard, not just a product.

We’re hiring.

Kaeya