Clarity

Where We Are,
Where We're Heading

The thesis, the traction, and the path forward.

Michael Matias, CEO
April 2026
The Thesis

Three years ago, you backed a bet on
the next era of digital trust.

Gen-AI would break identity as we know it. Enterprises would need purpose-built infrastructure to defend it.

2023 · The Bet

A category that didn't yet exist. Deepfakes were a curiosity. Enterprise budgets for Gen-AI defense: zero.

2026 · The Read

The category the market now demands. Enterprises are actively budgeting against AI-fraud. Clarity is one of the few teams shipping infrastructure for it.

1M+ candidates
Verified in production via Deel
30+ CISOs
In active enterprise conversations
100+ interviews
CISO research that sharpened the wedge
3 years of R&D
Proprietary Gen-AI fraud research
Finding the Wedge

Testing across four industries to
find an acute, recurring pain.

We followed the technology’s capabilities through multiple sectors until we found deep enterprise readiness in HR.

2023
Built the core tech
IDF / Ministry of Defense
Assembled PhD team. Validated all footage of Oct 7 alongside the IDF.
Proof of tech
1H 2024
Media industry
CNN
First customer. CEO joined our advisory. Media industry wasn't ready to buy.
Market not ready
2H 2024
Legal & e-discovery
Relativity
Partnered with the world's largest e-discovery platform. Law firms weren't ready to buy.
Market not ready
1H 2025
Video conferencing
Zoom
Top 2 worldwide in Zoom's audio & video deepfake benchmark. Enterprise adoption still early.
Market not ready
2H 2025
Observation in HR
100+ CISOs interviewed
Identified hiring fraud as an emerging, unbudgeted crisis. Deel joined as design partner.
Wedge found
Q1 2026
Initial traction
Deel
Launched end-to-end framework. Secured Deel as anchor customer ($150K ACV over 2 years).
Product live
Q2 2026
Demand forming
Atlassian · Sony · New Relic · Globe Life
Ongoing active conversations with 30+ CISOs evaluating infrastructure defenses.
In motion
The Read
Each iteration revealed where the market wasn't ready, pointing us directly to where it was.
The Architecture

Converting three years of R&D
into enterprise infrastructure.

The first system built specifically to correlate intent and identity from the initial application through day one limits.

The System
Three components, one defense pipeline
Live with Deel
1
Pre-Hire
Interview Analysis
Real-time detection of deepfakes, voice replication, and off-camera coaching during live technical screens.
2
At Offer
Identity Verification
Document and liveness checks structured to counter modern, AI-generated synthetic identities.
3
Through Onboarding
Persistent Correlation
Continuous biometric verification ensuring the individual who interviewed is the one logging into the network.
Volume
1M+
Annual candidates processed through our production environment via early partnerships.
Foundation
20+
Proprietary deep-learning researchers and security engineers focused on synthetic evasion.
Category
$100M+
Projected near-term TAM forming as enterprise security teams classify HR systems as critical attack vectors.
The Asset We are bringing a mature, proprietary detection engine into a greenfield security category.
The Strategic Read

The pain is acute.
The budget cycle is long.

The Demand (NOW)
30+
CISOs Briefed
#1
HR Threat

We've identified that hiring fraud is rapidly becoming a top-tier priority for CISOs managing remote-heavy or rapidly scaling organizations.

The Friction (CYCLE)
2027
Horizon
18mo
Cycle Length

However, enterprise infrastructure budgets remain locked until late 2026/2027, requiring an evaluation cycle longer than our current market window allows.

An embedded distribution partnership is the most pragmatic path to reaching the market at scale.
Resolution Strategic consolidation. We are positioning Clarity for an acquisition in the next 2-4 months to embed our technology inside an established distribution network.
Strategic Focus

Securing the right partner requires
strong, direct introductions.

1
Background Verification
Strategic consolidation in the screening space is accelerating as traditional IDV fails against Gen-AI.
2
HR & ATS Platforms
Embedded applicant security is emerging as a core differentiator for established recruiting platforms.
3
Identity Incumbents
Legacy identity providers lack the specialized defense frameworks necessary for live-video injection attacks.
4
Enterprise Security
Major security platforms expanding into application and workforce-identity protections.
A
Review the Target List
I will share specific company names privately. If you have personal relationships at these firms, introductions are heavily appreciated.
B
Technology References
Serve as a reference for our core technology and team pedigree where you have existing reach or influence.
C
Maintain Confidentiality
This process requires strict confidentiality as we negotiate to maximize the value of the asset.
Next Steps
The demand for Gen-AI defense in hiring is arriving. I am focusing my time entirely on finding the right home for Clarity's technology to scale. I appreciate your guidance here.
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