Shade.Inc - IT Press Tour #64 Oct 2025

Transcript

1. Confidential — DO NOT SHARE
2. The hair-on-fire problem Existing storage platforms cannot meet creative storage needs. Creative data is exploding—files are growing in size & complexity, especially with GenAI. NOW By 2027 15 million TB is requested every minute Across AI agents, agencies, editing teams, and remote collaborators 100 million TB will be requested every minute Explosion of Generative AI, growth in file size “Dropbox is slow as hell.” — Graham Haerther, Nebula TV “I c ann ot run my v id eo t eam on B ox. It takes 10 hours to download the footage we need to produce a 2 minute promo. ” — D aniel R ivera, Harry’ s “I have over 30 years of footage that I’ve never been able to access in Dropbox. I don’ t even k now what’ s in there. ” — K eith Z ubrow, F ootballco “Box shut down our account for 30 days because we tried to download a 1 TB proj ect. ” — J illian Green, The J ames Agency “I’m d on e wit h Dropbox. It’ s so slow. They do nothing for me. ” — Adam Loeffler, D etails Nashville “ Dropbox d oesn’t work. It doesn’ t behave well with Premiere, and I have teams j ust downloading footage upfront. ” — K ate Chavez, B rand Ed “Google Drive literally revoked our unlimited storage, and now we’ ve lost access to our entire account. ” — D an LaPray , Unify d “ There are no review tools in Google Drive. I’ m texting screenshots of video frames to my editors. ” —Travis Oberlander, Grüns Confidential — DO NOT SHARE These are real customer quotes
3. Confidential — DO NOT SHARE (Creative Director, Post Production Manager, Motion Graphics, Graphic Designers, Head of Creative, Head of Marketing, 3D Artists, CAD Engineers) 10-24 ICP HEADCOUNT 25-99 ICP HEADCOUNT 100-500 ICP HEADCOUNT 500+ ICP HEADCOUNT the current state of creative In 2025, every company has become a creative production company
4. #full-team #full-team Lucas Anderson | CFO What are all of these tools that we’re using and why are we paying for LucidLink and Frame.io? Don’t they do the same thing? Joseph Garcia | Head of Creative @Lucas Anderson | CFO Actually, one gives you super fast access to large assets and one is for review. They don’t do the same thing so we have to pay for both. Nolan Reed | IT Are we tracking who can access what? What is the security posture around this and how much data are we sending into archive again? Joseph Garcia | Head of Creative @Nolan Reed | IT No. I can take a look, but honestly I don’t have time/there isn’t a good way to figure that out. Tessa Quinlan | Head of Marketing Hey, I need that one file from our Popeyes commercial that we shot a year ago, which software should I go and grab that from? Is the editing team still available? Joseph Garcia | Head of Creative @Tessa Quinlan | Head of Marketing It might be in Dropbox? Or maybe check Frame? I know Matt worked on that project but he’s since left the company. Marcus Liu | Video Editor Wait so where am I supposed to put this exported video? I have no idea what tool I’m supposed to use for what. Joseph Garcia | Head of Creative @Marcus Liu | Video Editor Upload to Frame, Box, and Dropbox — AV will need it in Frame, our graphics team only uses Box, and marketing typically uses Dropbox Ughhh I’m losing my mind we need a better solution PROBLEM Today, Joseph (Creative Director) spends more time managing files than being creative... And it’s not just Joseph, it’s our customers too... 1 Pressure from CFO to reduce costs and consolidate product mix 2 Constant pestering from IT about permissions management across software 3 Supposed to be the “know it all person” and where each and every file sits across 7 softwares 4 Coach and onboard new editors onto an already bloated stack Confidential — DO NOT SHARE Chris Santiago Multimedia Innovation Lead, TEAM Travis Oberlander YouTube Production Manager, Grüns Andrew Carney Head of Production, Lennar Chris Stack Creative Director, Ralph Alexander Volberding Video Director, FieldWrk Kevin Jardin Post-Production Supervisor, Salesforce
5. PROBLEM (Assume 500mbps upload & download) And he spends 15 hours each week stringing together 5+ different tools just to do his job.... And no one on the team knows where any of the files are.... Confidential — DO NOT SHARE Downloads into 15 different zips Downloads into 8 different zips Project versions introduce new files and more data (1TB) Project shared with web link Editors upload edited files to Frame.io Project shared with custom collection Internal Review and Feedback Share Link Distribute Collection Creative Director in NYC (Joseph) Ing est Files Editor in LA Editor in Phillippines Edit Project Final project shared with client Final Project sent to M arketing Team in UK A rchive Download videos from G oog le Drive (5TB) 22 hrs, 13 mins Download g raphic desig n assets from A ir ( 1TB) 4 hrs, 26 mins Reupload the same files to LucidLink 26 hrs, 4 0 mins M anually archive RAW and Edited files (20 TBs) 88 hrs, 26 mins 2 5 hrs, 3 0 mins
6. The value proposition So we built Shade for Joseph and the millions of other creatives who need a single source of truth With Shade, Joseph uploads once — not 8 different times. Streaming File Access Supports 5GB+ Projects Web Link Sharing Annotation & Markup Archive Storage Custom Metadata Additional $$ AI Autotagging Semantic Search Additional $$ Version Control Single source of truth Confidential — DO NOT SHARE without Shade Tagging 300 videos with 1-2 sentence descriptions 200+ hours 1 m in ute via AI autotagging agents Finding a product image from a shoot 3 y ears ago 3 hours 10 s ec on ds via semantic search D ownloading a 4K ProR es video 2 hours on 500 mbp/ s internet Ins tan t via file streaming Sharing 500 GB of audio files between LA and NY C 2- 5 business day s via shipping hard drives Ins tan t via secure Shade link D ownloading 5 TB from Box R eal customer scenario Account shut down for 30 day s N othing ( We < 3 big data) Total Cost Savings $105, 200 10 seats each LucidLink + Frame, total 100 TB $39,360 6 2% savings $100M R aised 1.175B Acquisition $80M R aised
7. SOLUTION With Shade, Joseph spends no time managing files and can focus on being creative... Confidential — DO NOT SHARE Upload Files Edit Project Share Link Internal Review Approve Distribute Collection Uploads RAW files to Shade via link or mount Editor in LA Editor in Phillippines Final project shared with client Client Final Project sent to Marketing Team in UK Creative Director in NYC: vibing and unbothered Shade is the storage and workflow layer for creative teams Project shared with custom collection Project shared with web link Mounting via a Shade Drive Mounting via a Shade Drive Project auto-syncs across desktop + web Project auto-syncs across desktop + web
8. Intelligent cloud NAS with real-time file streaming Embedding search, agentic AI & facial recognition Built-in commenting & eview with shareable links Transcoding & transcription with intelligent topic search Complex previews for every file format Shade unifies the creative workflow into one single source of truth Confidential — DO NOT SHARE
9. What they were spending Before shade Before Shade, SMB and Enterprise wasted $$$ on the same set of fragmented tools Consumer 10 TB Air 30% Hard Drives 70% $8,000 Corporate 100 TB Frame.io 10% Hard Drives 30% On-Prem NAS 60% $80,000 SPORTS 700 TB Hard Drives 10% Frame.io 10% Dropbox 20% Iconik 60% $170,000 Media + Entertainment 1 PB LucidLink 5% Frame.io 5% Box 10% Google Drive 10% Iconik 10% OneDrive 15% On-Prem NAS 20% Google Cloud Archive 25% $500,000 All actual Shade customers Confidential — DO NOT SHARE
10. what they spend with us Shade replaces all of them across search, access, and sharing for up to 70% less cost Consumer 10 TB Air 30% Hard Drives 70% -55% Shade 100% $3,600 Corporate 100 TB Frame.io 10% Hard Drives 30% On-Prem NAS 60% -69% Shade 100% $25,000 SPORTS 700 TB Hard Drives 10% Frame.io 10% Dropbox 20% Iconik 60% -59% Shade 100% $70,000 Media + Entertainment 1 PB LucidLink 5% Frame.io 5% Box 10% Google Drive 10% Iconik 10% OneDrive 15% On-Prem NAS 20% Google Cloud Archive 25% -70% Shade 100% $150,000 All actual Shade customers Confidential — DO NOT SHARE
11. TESTIMONIALS Our customers loving the product “Please use us as a case study. We love the product.” Chris Santiago Multimedia Innovation Lead, TEAM “Shade’s AI tagging saves us hours of manual logging. Our editors can finally focus on storytelling, not file wrangling.” Travis Oberlander YouTube Production Manager, Grüns “Switching to Shade from LucidLink was a no-brainer. I kept the same workflows and gained even more with AI search and built- in review.” Andrew Carney Head of Production, Lennar “I've been looking for something like this for the past 4 years. It’s been a godsend to quickly access past projects and build a single source of truth.” Chris Stack Creative Director, Ralph “The speed at which Shade keeps adding features, innovating, and creating a system that truly makes sense for creative teams has been incredible.” Alexander Volberding Video Director, FieldWrk “I haven’t seen anything like what Shade is doing in this space. It’s exciting and its AI is actually accurate.” Kevin Jardin Post-Production Supervisor, Salesforce Confidential — DO NOT SHARE
12. What are we building next? Features coming in 2026 Automations with Shade API Ecosystem of Integrations Push & Pull Shade Vault Confidential — DO NOT SHARE
13. Triggered When Clickup task in “New Projects” is “created” If Status is: Done Completed Parse Brief to Identify Project Prompt: Create a folder template structure based on the content brief. Use the minimum number of folders possible. AI Completed Create Folders Destination: ~/projects/ Project Name Structure: Partnership Template Completed Generate & Email Share Link Send client share link Email: Email Sales/Ops Triggered On Asset Uploaded Location: ~/projects/ Project Name Completed Generate variations from Asset AI Destination: ~/projects/ Project Name /ai-generated Prompt: Transform this video into a Studio Ghibli animation style with soft watercolor backgrounds and hand-drawn character movements. Completed R ound R ob in Users: Completed Slack Notification to User Selected M essage: “Y ou’ ve been assigned an asset to edit. Add edited assets to Insta R eels .” Cr eativ e Triggered On Asset Status Approved If Collection is: Insta R eels And Status is: Done Completed If Asset is R eady for Public In Progress Pub lish to Instag ram R eels Account: @ Grü ns Date: Date Scheduled Slack Notification to M arketing T eam M essage: “ Assets successfully posted to Insta R eels.” M ark eting Every 30 M inutes Grab latest spend data every 30 minutes Loop throug h Asset Name F ind all assets and match them in Shade R etrieve Latest Ads and M etrics from M otion Find Assed F ind the asset based on asset name and the corresponding M otion ad Search on: Name Eq ual to: Asset Name Update Asset M etadata Update with latest R OAS metrics & metadata Property Name: Asset Name New Property Value: R OAS End Loop Fin an ce from creative teams to the whole business An d aut omati on s let s us conn ect cont ent t o t he whole busin ess. Confidential — DO NOT SHARE
14. Shade in the media workflow.