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ninja.ing  ·  Decision Intelligence Platform

Palantir's architecture, productized for every organization's data.

An ontology-native decision platform that turns any data source into a living knowledge graph — then into ML, agents, and operational decisions. In days, not years. At 1/100th the cost.

Series Seed · Confidential Category: Decision Intelligence · AI Infrastructure Proof: 2 flagship platforms live 2026
01The Problem

Every organization is data-rich and decision-poor.

Data sits fragmented across dozens of systems. Dashboards describe what already happened. The one platform that actually fuses data into decisions — Palantir — costs eight figures, takes a year to stand up, and is reserved for governments and the Fortune 100.

Fragmentation

Silos, not answers

The average enterprise runs 100+ disconnected tools. No shared model of entities, relationships, or provenance — so no system can reason across them.

Description ≠ decision

Dashboards look back

BI tells you what happened in flat tables. It can't infer, attribute, predict, or drive an action — the work that moves the business.

The Palantir tax

Locked to the elite

The proven answer exists — ontology + graph + apps — but at $10M+ and 12+ months of forward-deployed engineers. Everyone else is priced out.

02Why Now

Three shifts just collapsed the cost of the ontology.

01 · LLMs

Ontology on autopilot

Entity resolution, extraction, and schema mapping — the manual, expensive core of a Palantir build — are now automatable. What took a forward-deployed team takes a pipeline.

02 · Graph + vector

The substrate matured

Native graph databases, vector search, and cheap compute make a real-time, provenance-first knowledge graph a commodity foundation, not a research project.

03 · Agents arrive

AI needs a governed plane

Every enterprise is deploying agents. Ungrounded they hallucinate; unguarded they're a liability. They need an ontology to reason over and a firewall to act within. We built both.

The ontology layer is the pick-and-shovel of the agent era — the incumbent is expensive and slow, and the AI wave is creating urgent demand for exactly the substrate we make.

03The Platform

One pipeline. Any domain. Raw data to governed decisions.

We ingest any source, resolve it into atomic, sourced Claims, unify them in a living ontology graph, and expose that graph to ML, causal reasoning, semantic search, and governed AI agents. Change the ontology, and the same platform becomes a different product.

Ingest
80+ connectors: feeds, logs, APIs, documents, telemetry — structured or not.
Unify
Every fact becomes a Claim: sourced, timestamped, provenance-first, deduped into one graph.
Reason
ML, graph data science, causal inference, semantic + LLM extraction over the live graph.
Act
Operational apps, real-time viz, detections, firewalled agents — decisions, not dashboards.
04Architecture

Provenance-first, ontology-native, agent-governed.

Sources — any signal
Threat feedsTransactionsLogs / SIEMDocumentsOSINTSensorsMarket / news
Ingestion
80+ pluggable connectors normalise everything into a common intake.
Claims — atomic truth units
Every fact is subject–predicate–object, sourced & timestamped, entity-resolved, deduped, contradiction-aware. The invariant that makes the graph trustworthy.
Ontology Graph
A living knowledge graph — entities, relationships, time, geometry, embeddings in one store.
Neo4j graphVector indexTime-seriesGeo / H3
Intelligence
Risk / centralityCommunities · GNNCausal inferenceSemantic searchProcess miningPrediction
Delivery
Ops appsReal-time vizREST / stream APIsDetectionsReports
Governance Plane
Provenance on every claim
Role & MFA access control
Agent firewall — runtime
Adversarial red-team
Audit & lineage
Deploy anywhere: cloud, on-prem, air-gapped
Runs the length of the stack — the difference between a demo and something you'd trust with regulated data.
05Adaptable to Any Data

Same core. Swap the ontology, ship a new product.

The architecture doesn't care whether a node is a threat actor, a shell company, a shipment, or a patient. Already instantiated across seven domains — two live in production today.

Use caseOntology (entities)Signal sourcesStatus
Cyber threat intelligenceflagship — "Signal"Actor · Malware · CVE · Technique · IndicatorNVD · MITRE · OTX · CISA · abuse.ch● Live
Cross-domain fusion / OSINTflagship — "Fusion"Entity · Event · Narrative · Location · Org80+ feeds · GDELT · scanners● Live
Identity & access intelligenceIdentity · Credential · Path · PrivilegeAD / LDAP · Azure · BloodHound● Live
Market & geopolitical signalSentiment · Region · Topic · InstrumentGDELT · RSS · Reddit · FRED● Live
Financial crime / AMLAccount · UBO · Transaction · Shell · FlowLedgers · sanctions · registries◐ Adjacent
Supply chain & infra riskAsset · Supplier · Dependency · ExposureScanners · SBOM · telemetry◇ Ontology-ready
Healthcare · energy · insurancedomain ontologyEHR · grid · claims◇ Roadmap

A new vertical is a new ontology and a few connectors — weeks of configuration, not a year of forward-deployed engineering.

06Proof — It's Running

Not a concept. In production, at scale.

8.2M
nodes in the live Signal knowledge graph
50.7M
relationships resolved & provenance-tracked
20+
operational apps on the same core
80+
production data connectors
Flagship deployments

Signal & Fusion, live

Signal — a full threat-intelligence platform: 446K indicators, ML risk & community detection, GNN, causal inference, semantic search, process mining, 80+ analyst surfaces. Fusion — cross-domain fusion over 80+ feeds. Both are the platform, wearing a domain.

The governance moat, shipped

GASLIGHT + kekkai

An adversarial red-team that breaks AI agents (GASLIGHT) and a runtime firewall that blocks what it finds (kekkai) — the agent-governance layer, built and validated. When enterprises deploy agents on the ontology, this is what makes them safe.

07Why We Win

Alone in the top-right: full-breadth data, real intelligence.

Reasons & acts →← Describes Unified ontology →← Point / siloed
ninja.ing
Palantir
BI / Tableau
Point tools
LLM wrappers
  • vs Palantir — same architecture, 10–100× cheaper, self-serve, deploys in days. We open the mid-market and every vertical they can't afford to chase.
  • vs BI & dashboards — they describe flat tables; we reason over a graph. Attribution, prediction, causality, action.
  • vs point tools — one ontology instead of 15 disconnected SaaS. One source of truth.
  • vs LLM wrappers — grounded in provenance and firewalled at runtime. Not a chatbot hallucinating over your data.
08Competition

The only stack that is ontology-native and attainable.

Others own a slice. We own the pipeline end-to-end — and productize it for the 99% Palantir won't serve.

Capabilityninja.ingPalantir FoundryDatabricksBI (Tableau/PBI)LLM/RAG wrappers
Ontology-native knowledge graph
Provenance on every fact
Reasoning (ML · causal · GNN)
Runtime agent governance
Pre-built vertical ontologies
Time to valuedays6–12 momonthsweeksdays
Entry cost$ · self-serve$10M+$$$$$$
Deploy on-prem / air-gapped

full   partial   none  ·  positioning is directional, for discussion.

09Market

Riding the convergence of two of software's largest markets.

Decision-intelligence and AI-infrastructure are merging. Palantir alone validates the category as a public company — we address the 99% of organizations it will never serve. Figures illustrative, directional.

TAM · Data & AI platforms$300B+
SAM · Decision intelligence$65B
SOM · Initial verticals (5yr)$1.2B
  • Category proven. A public incumbent built a multi-tens-of-billions business on exactly this architecture — for a narrow, elite base.
  • Under-served middle. Mid-market and vertical enterprises want ontology-grade decisions and cannot buy them today.
  • Agent tailwind. Every AI-agent budget line is new demand for a governed data plane — the market expands under us.
10Business Model

Land one ontology. Expand across the organization.

Platform license

Per deployment + seat

Annual platform subscription per environment, tiered by seats and data volume. The recurring base.

Vertical solutions

Pre-built ontologies

Higher-margin, faster-to-value packs — cyber, financial crime, OSINT — each a productized ontology + connectors + apps.

Usage & governance

Compute + agent add-on

Metered ingestion & reasoning compute, plus the agent-governance layer (GASLIGHT + kekkai) as a premium module.

Land in one domain → the ontology, connectors, and trust are in place → expand to the next at near-zero marginal onboarding. Net revenue retention is structural.

11Financials

Land-and-expand compounding into a software-margin business.

Illustrative 5-year plan — design partners in Y1, first vertical pack GA in Y2, multi-vertical expansion thereafter. Directional; not a forecast.

$0.3M
Y1
$1.5M
Y2
$5M
Y3
$14M
Y4
$32M
Y5
ARR trajectory — illustrative
78→85%
gross margin — productized platform, low delivery drag
3 → 160
customers over the plan; land-and-expand within each
18 mo
runway on this raise to Series-A metrics
12Roadmap

From two live platforms to a multi-tenant vertical engine.

Now
Shipped
  • Signal + Fusion live
  • 8.2M-node graph
  • 20+ apps, 80+ connectors
  • Agent red-team + firewall
Phase I
0–9 months
  • Multi-tenant cloud
  • Ontology authoring studio
  • 3–5 design partners
  • SOC2 · hardening
Phase II
9–18 months
  • Vertical solution library
  • Financial-crime pack GA
  • Self-serve onboarding
  • First $1M ARR
Phase III
18–30 months
  • Marketplace of ontologies
  • Agent-governance standard
  • Multi-vertical expansion
  • Series A metrics
13Team

The proof is the team: one founder shipped the whole platform.

SG

Scott Gardner

Founder & CEO

Solo-architected and shipped the entire ninja.ing ecosystem — 20+ production applications on one ontology core (Signal, Fusion, + 18 more), an 8.2M-node live knowledge graph, and the GASLIGHT + kekkai agent-governance layer. Deep security & data-engineering background. The platform itself is the execution proof.

Hire 1 · with this round

Founding Engineer — Platform

Multi-tenant cloud, ontology authoring studio, scale.

Hire 2 · with this round

Head of GTM

Design-partner sales, first vertical solution, motion.

Hire 3 · with this round

Governance & Compliance Lead

SOC2, agent-safety productization, regulated deployments.

What Palantir needs forward-deployed teams to build, one founder built and runs in production — now capitalizing the team to scale it.

14The Ask
Raising · Seed
$3.5M
18-month runway
to Series-A metrics
45% · Product

Multi-tenant platform, ontology studio, self-serve onboarding.

35% · GTM

Design partners, first vertical solution, founder-led sales.

20% · Governance

SOC2, agent-safety layer productization, compliance.

Milestones to Series A: multi-tenant platform live, 3–5 paying design partners, first vertical pack GA, and a repeatable land-and-expand motion.

The ontology layer for the AI era.
Palantir's power, for everyone's data.
ninja.ing  ·  Decision Intelligence Platform  ·  scott@arc-101.io
Confidential · ninja.ing · Seed 2026 · Forward-looking figures are illustrative and directional