All Day Investor Deck

Overview of the AI Powered Food & Hospitality Media Company All Day

Transcript

1. SAN DIEGO FOOD / DRINK / HOSPITALITY The city eats every day. INVESTOR DECK · 2026
2. WHY THIS MATTERS San Diego restaurants have outgrown the coverage they get. Years of craft and risk get reduced to lists, social posts or nothing at all. WORMWOOD / KINGFISHER / JUAN JASPER / THE FISHERY / CELLAR HAND / STARLITE / KIKU / SEA & SKY LALA / GOOD ENOUGH / TURF SUPPER CLUB / CUCINA URBANA / & MANY MORE The city deserves coverage with the same ambition. 02
3. THE PROBLEM San Diego food media is broken. 0 Dedicated newspaper restaurant critics 5 of 6 Paid Lead Eater San Diego items that were maps or guides Promotional visibility sits beside supposed criticism No one owns the full brief. Independent criticism. Daily reporting. Industry intelligence. A durable local point of view. San Diego has content. It lacks an indispensable food publication. 03
4. THE CURRENT FIELD The field has content. No one owns the category. EATER SAN DIEGO A thin, map-heavy local edition. Useful lists, without an accountable daily institution. SAN DIEGO MAGAZINE Strong writers inside a lifestyle and events business. Paid visibility makes sustained criticism difficult. UNION-TRIBUNE The dedicated restaurant critic is gone. Food no longer functions as a defining civic beat. HOODLINE + SANDIEGOVILLE Fast aggregation and traffic instincts. Limited industry sourcing, with too much noise and controversy. All Day restores the missing institution. 04
5. THE MARKET A food city with a visitor economy attached. 32+M $14+B ANNUAL VISITORS VISITOR SPENDING 161+K FOOD-SERVICE JOBS 43 MICHELIN-RECOGNIZED BARS & RESTAURANTS One market serves residents, visitors and hospitality operators. 05
6. THE ANSWER One publication for both sides of the table. Every day. DINERS Where should we go? THE INDUSTRY What is changing? The consumer guide people trust. The industry source people check first. 06
7. THE NEW COST STRUCTURE AI makes serious local media viable again. All Day launches with an AI operating layer built into every repeatable production task. HUMANS OWN AI ACCELERATES Original reporting + sourcing Research organization + transcription Reviews + editorial judgment Editing support + content adaptation Relationships + visual capture SEO, newsletters + social distribution Voice + final publish decision Clipping, captioning + admin workflows TARGETED REDUCTION 30–45% LESS PRODUCTION TIME PER PUBLISHED PACKAGE A two-founder team can sustain a daily product without carrying a traditional newsroom cost base. AI runs the repeatable work. Authority stays human. 07
8. THE EDITORIAL MACHINE NEWS Fast. Verified. Useful. CRITICISM Anonymous visits. Paid for. Independent. TRADE Names, deals, labor and property. UTILITY Guides maintained like products. A daily product. A disciplined rhythm. 5–7 3 4–6 2 2–4 SUBSTANTIVE POSTS / WEEK NEWSLETTER SENDS / WEEK ORIGINAL SHORTS / WEEK LONG VIDEOS / MONTH INDEPENDENT REVIEWS / MONTH 07
9. SIGNATURE EDITORIAL PROPERTIES Recurring coverage. A reason to come back. — THE PASS DAILY Openings, closings, moves and permits — FIRST LOOK 1–2× WEEKLY Names, deals, labor and operating intelligence — THE LEDGER MONTHLY Openings, prices, wages and market data 2–4× MONTHLY Independent criticism after the settling-in period — THE INDUSTRY BRIEF WEEKLY Cocktails, wine, beer and bartender culture A reported opening story, separate from review — THE REVIEW — AT THE BAR — BEST NEW RESTAURANTS ANNUAL The defining editorial package and awards night WEEKLY — STATE OF THE PLATE ANNUAL Industry report, survey and summit Predictable editorial properties build habit and premium sponsor inventory. 08
10. WHY VIDEO MATTERS Food is visual. Hospitality is human. Trust needs a face. 1 FIELD SHOOT becomes 1 4–8 10–20 2 REPORTED FILM SHORT VIDEOS USABLE STILLS NEWSLETTER AND WEB LEADS DISCOVERY INTIMACY ECONOMICS Reaches people before they know the brand. Makes chefs, bartenders and the founder familiar. Creates sponsorable inventory from one reporting trip. 09
11. THE COMPOUNDING ENGINE Authority compounds. Each reporting cycle earns the access that strengthens the next one. 01 02 03 04 05 REPORT RETURN TRUST ACCESS EARN Break news. Publish criticism. Build a daily reading habit. Become the local reference. Get better tips, people and stories. Sell reach and data. Build events and membership. Better access produces better reporting. The next loop starts stronger. 10
12. THE REVENUE MARKET Revenue comes from three buyers. BRANDS HOSPITALITY B2B COMMUNITY Tourism / Hotels / Airlines Cards / Auto / Beverage Grocery / Lifestyle POS / Reservations / Finance Real Estate / Design / Labor Suppliers / Insurance Diners / Members Restaurants / Bars Event Audiences WHAT THEY BUY WHAT THEY BUY WHAT THEY BUY • Annual partnerships • Newsletter and video • Events and brand studio • Industry briefs • Research and data • Summits and recruiting • Membership • Tickets and dinners • Affiliate commerce $50–125K / year $3–8K / month Judgment never sold. 11
13. REVENUE BUILDS WITH AUTHORITY Revenue diversifies as authority grows. $584K $78K YEAR 1 REVENUE $320K $320K YEAR 2 REVENUE $78K $584K YEAR 3 REVENUE YEAR 1 YEAR 2 Media + sponsorship Events YEAR 3 Audience + other 12
14. WHAT $250K UNLOCKS Q1 $250K BUILD $6K revenue / $186K cash Brand, site, archive and source map 18 months to prove the habit before fixed cost expands. Q2 LAUNCH $14K revenue / $147K cash Daily publishing, newsletters and first sponsors DOWNSIDE CONTROL $98K BASE-CASE CASH AFTER YEAR 1 Q3 HABIT $24K revenue / $118K cash Reviews, video and repeat audience If the signals fail, fixed cost never expands. The company learns before the money runs out. $72K $67K $35K $19K $57K FOUNDERS EDITORIAL + VIDEO AUDIENCE + SALES + EVENTS TECH + ADMIN LAUNCH + RESERVE Q4 AUTHORITY $34K revenue / $98K cash Renewals, properties and event pilots 13
15. THE ECONOMIC PROOF Revenue that scales faster than costs. AI native. Growth focused. Cost conscious. YEAR 1 YEAR 2 YEAR 3 YEAR 1 TO YEAR 3 PROVE DEMAND BREAK EVEN OPERATING LEVERAGE REVENUE REVENUE REVENUE 7.5× $78K $320K $584K Operating expense $230K Operating expense $310K Operating expense $440K REVENUE GROWTH 1.9× EXPENSE GROWTH OPERATING LOSS OPERATING PROFIT OPERATING PROFIT ($152K) $10K $144K Break-even during Year 2 $250K funds roughly 18 months of launch runway. 15
16. OPERATOR PROOF Experience that lowers execution risk. SARAH $500M GLOBAL ADOBE ALLIANCE $39M CLIENT PORTFOLIO $10M+ INCREMENTAL REVENUE MARTINO $500M+ REVENUE GENERATED WHY US Editorial taste. Commercial discipline. MARTINO BETONI SARAH NORMAN BUSINESS / REVENUE / EDITORIAL CONTENT / BRAND / PARTNERSHIPS Built companies from pre-revenue through exit and helped scale Basis past $200M. Brings capital, partnerships, operations and creative. Prior founder and global ad exec who led brand growth across a 40+ agency network. Penn and Oxford-trained writer with deep travel, luxury and storytelling experience. 7 COMPANIES BUILT 3 EXITS $50M+ CAPITAL RAISED
17. THE DESTINATION “Did they write about this yet?” When diners ask it, the audience exists. When the industry asks it, the authority exists. When sponsors understand it, the business exists. YEAR 1 55K 12K MONTHLY USERS EMAIL SUBSCRIBERS YEAR 3 180K 3.0M MONTHLY USERS SHORT-VIDEO VIEWS / MO $250K / 18 MONTHS / SAN DIEGO ONLY 16
18. SAN DIEGO FOOD / DRINK / HOSPITALITY The city eats every day. MARTINO@ALLDAYSD.COM SARAH@ALLDAYSD.COM