PDF deck ↓
Bingmong
BMG · Investor deck · 2026

Real life has
a play button.

Bingmong is the home of real-world play — the AI engine, the money rail and the graph of record for the billions of social games people play offline.

Roblox × TikTok — for real life AI-native Money rail built-in ↓ Full deck (PDF)
bingmong.comReal-life play, played.
01 · The problem

We gather less — and when we do,
the room goes quiet.

Play is how humans bond in person. But the gathering is breaking: kids sit side-by-side on Roblox; adults at dinner scroll TikTok because they're bored. The hardest part of a great game night isn't wanting one — it's making one happen.

−30%
less face-to-face socializing than 20 years ago — teens down >45% (analysis of US ATUS)
15 / day
loneliness rivals smoking ~15 cigarettes a day (US Surgeon General, 2023)
91%
of US adults now carry a smartphone — the screen at every gathering (Pew, 2024)

Why it's hard: schedules never align · coordinating people, structure and money is work · a genuinely good game is hard to design — so everyone defaults to the same five.

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02 · Why now

Every platform captured digital play.
Nobody captured the room.

No real-life game — charades, cards, drawing, guess-who, the games your family invented — has ever been captured, structured, templated, remixed, replayed and kept as a memory. It was impossible before AI.

AI inference cost fell ~1,000× in 3 years (a16z, 2024) The unlock just became affordable

AI is the unlock

A good game is hard to design — creativity plus dozens of variables. AI turns one rule-set into infinite, difficulty-rated, context-aware variation, editable up to the last minute. Everyone becomes a god-tier game designer.

The grandma test

AI tailors the same game so a non-English-speaking grandma can finally play with the grandkids. That's the undeniable proof this is an AI unlock, not a rulebook — and a moat a static catalogue can never cross.

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03 · The product

AI designs the game. People play it for real.
The play becomes content — automatically.

Bingmong is one loop: Create → Play → Capture → Remix → Share. The capture is a byproduct of playing — so the feed has no cold-start risk, and every play feeds back into the engine.

AI game designer
Sets — playlists of play
Discover feed
Create

A few taps → a structured, tagged, difficulty-rated game.

Play

Real incentives pull people to play in the room, not on a screen.

Capture

Memory · feed · discovery · brand-proof — one byproduct, four jobs.

Remix

House-rules → global format. Play becomes a reusable, ownable asset.

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04 · The unit

The Set — a playlist of play.

Single games are tracks; the Set is the album — a curated, sequenced run-of-show for an occasion: a birthday, a team offsite, a first date, a street festival. It's the unit hosts share, creators sell, and brands sponsor.

Like film, play has a spectrum

Clip → quick game → full session → league. A 90-second dare and a season-long house tournament live on one ladder.

Made to remix

Start from a creator's Set, swap a round, restyle it for your crowd. Every fork is a new node in the graph.

Aggregation, not cold start

We gather the games people already love — the Netflix / Spotify / Roblox playbook — then let anyone create, play and monetise.

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05 · The money rail

Monetise the money around the gathering —
never the game.

Real gatherings already move real money: gifts, food, props, prizes, payouts. Today it's messy group-chats and IOUs. Bingmong makes it one prefunded, accountable rail — and takes a margin on the flow.

Worked example
100guests invited
$40each into the pooled Fund
$40kprefunded event treasury
Scoped cards
Volunteers get Airwallex cards with limits — drinks, props, photography.
Accountable spend
On the day, every dollar is reconciled. Prizes and rewards funded.
Prefunded venues
Easy to book. Gig hosts and clubs run events at a margin.

Three-rail economy keeps it compliant: cash = optional gift · tokens = earned play-money (never cashed out) · Karma = earned trust. No rail buys an edge on another — not pay-to-win, not gambling. Powered by Airwallex. Counsel-gated; built compliant.

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06 · Defensibility

The moat is the graph of real plays
AllTrails for play.

The AI generator is a commodity. The defensible asset is the proprietary record of which games actually work — for whom, where, and with what outcome. Every play, remix and memory compounds it. No one else is collecting this.

Compounding data

Each captured game makes the next recommendation, generation and match better. A flywheel competitors can't backfill.

Two-sided liquidity

Hosts bring crowds; creators bring formats; brands/venues bring rewards. Local density is hard to copy city-by-city.

The money rail

Once the cash for an event flows through us, switching cost is real. The graph + the rail reinforce each other.

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07 · Market

A big, real wallet — the money
already spent on gathering.

We don't need a new behaviour or a new budget. We intermediate spend that already happens around social gatherings and experiences.

TAM
$1.16T
Global events industry — → $2.1T by 2033 (Grand View Research, 2024). The wallet we plug into.
SAM
~$50B
Host-led social gatherings in initial English-speaking markets (AU · US · UK). Bingmong estimate.
SOM · Yr 5
$1.2B
Platform GMV across launch cities → ~12% take-rate ≈ $140M net revenue (model).
$250B
Creator economy → ~$480B by 2027 (Goldman Sachs)
$187B
Total games market — the attention we redirect (Newzoo, 2024)
$19.5B
Tabletop & board games — play people already pay for (Arizton, 2024)
$3.4–4.9B
US kids' entertainment — our beachhead occasion (IMARC · Allied)

TAM anchors on a single published market (events); adjacent markets show expansion, not an additive stack. SAM is a Bingmong estimate; SOM is a Year-5 target, not a forecast.

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08 · Landscape

Everyone owns one corner.
We own the intersection.

Structured · persistent · monetised One-off · ephemeral Digital play Real-world play Roblox TikTok / IG Jackbox · AI generators Eventbrite · Luma · Partiful Goosechase Rec Room · SLAP Bingmong

Event tools move logistics but have no play layer. Game apps make play but it's on a screen and ephemeral. AI generators spit out a game and forget it — no graph, no money, no memory.

Bingmong is the only one in the top-right: AI-designed, real-world, persistent, remixable, and monetised.

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09 · Competitors

Where each one stops.

PlayerAI game designReal-world playPersistent remix graphMoney railStatus
Playbyte feed of gamesSomeNo · screenNoNoShut down · ~$4M raised
Rec Room UGC metaverseNoNo · VR/screenIn-app onlyNo$3.5B peak · closing Jun 2026
AI party generators CrowdParty · GameNight · Little UmbrellaYesAt a screenNoNoGenerator only · commoditised
Goosechase scavenger / IRL gamesNoYesNoNoNiche · no economy
Eventbrite · Luma · Partiful event hostingNoYes · logisticsNoTickets onlyNo play / game layer
BingmongYes — nativeYes — the pointYes — the moatYes — built-inThe intersection

The closest pure "feed of games" (Playbyte) died building it cold. We don't — the feed turns on as real plays accrue. Competitor facts from public reporting; see appendix.

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10 · Go-to-market

One tool, a rising money motive —
climbed one city at a time.

Same product, four host rungs. Each rung adds a bigger reason to bring money through the rail. We win local density before we widen.

01ParentThrows the party for the memory. Our beachhead — low stakes, high love.Memory
02Gig hostRuns game nights & events for income. The tool becomes a livelihood.Income
03VenueBars, cafés, malls book prefunded events to drive footfall.Footfall
04BrandSponsors rewards & Sets — marketing that lives inside real play.Marketing

Bingmong 001: Leon's birthday is our first design partner — the live proving ground for the parent rung. The public feed is the front door (acquisition funnel), measured on views → game-save → host-intent → booked — never DAU vs. TikTok.

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11 · Business model

A marketplace, scored like a marketplace.

We make money on the flow, not the clicks. The right scorecard is liquidity × transaction value × supply retention — Airbnb / Eventbrite economics, not an ad feed.

Revenue lines

  • Take-rate on money through the rail (pooled funds, payouts, rewards)
  • Creator marketplace — sponsored & premium Sets
  • Brand & venue placements inside real play
  • Subscriptions for power hosts & clubs

What we measure

  • Local liquidity (events that fill, per city)
  • GMV through the rail × take-rate
  • Host & creator retention
  • Funnel conversion → booked events
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12 · Where we are

Built and live — pointed at the first city.

This is a working product, not a concept deck. The platform is deployed; the first real event is the proving ground.

Live
bingmong.com shipped on the V3 brand — app, feed, Create, Sets, host tools
AI engine
Game designer generating tagged, difficulty-rated games in the live app
Money rail
Three-rail economy + pooled Fund + checkout built, compliant by design
001
Leon's party live as first design partner — the parent-rung pilot

Honest status: pre-revenue, pre-launch on paid GMV. Next 6 months — run the first real events, turn on the rail, and prove host → booked conversion in one city.

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13 · The ask

Fund the first city. Own the
graph of real-world play.

We're raising to run the first cohort of real events, switch on the Airwallex money rail, and prove the host money-ladder in one city — the template we then repeat.

Airwallex AI Founders

The financial infrastructure for real-world play — prefunded treasuries, gig payouts, brand/venue settlement, cross-border. Our $100k program pitch.

Use of funds

First-city event ops · money-rail go-live · creator & host supply · the graph that compounds from day one.

The long game

Bingmong Houses — owned & franchised play venues per city, tap-band tracked, AI-rotating content. The graph, made physical.

Bingmong
bingmong.com · Real life has a play button.
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