Y Combinator · Launch Video Breakdown: Hook, Pacing & Motion Design

Scene-by-scene timeline & spoken transcript

1. 0:00 – 0:06

   The Hook

   Introducing Kimpton: The AI-Native Investment Platform

   “Kimpton is the AI-native investment research platform where agents do the research and propose the trades.”

   On screen

   Kimpton the AI-native investment Agents do the research and propose

   Camera

   Medium shot of the founder, slightly off-center, with lush green plants in the background. The camera slowly zooms out and pans slightly to the right, revealing more of the environment.

   Motion

   Dynamic text overlays animate onto the screen, appearing and disappearing in sync with the spoken dialogue. The text uses a clean, modern sans-serif font and a simple white color. The founder's movements are natural and engaging.

2. 0:06 – 0:14

   Problem Agitation

   The Power of Institutional-Quality Data

   “We load institutional quality data into a harness designed for the financial markets, powering billions in AUM today. We give you access to enterprise data, everything from equities, fundamentals, SEC filings, insider trades, 13F holdings, earnings transcripts, M&A activity, options chains, news and macro, and internal documents.”

   On screen

   Y Combinator trade Equities 21,000+ US and international tickers Fundamentals 10+ yrs of income, balance, cash flow, ratios Sell-side estimates Consensus forecasts and revisions, by ticker SEC filings 10-K, 10-Q, 8-K, S-1, proxies — ingested in real time Insider trades Form 4 transactions, by issuer and officer 13F holdings Quarterly, manager and position-level Earnings transcripts Prepared remarks and Q&A, call-by-call M&A activity Mergers, acquisitions, deal terms and timelines Options chains Strikes, expirations, Greeks — live and historical News + macro Real-time headlines, sectors, rates, FX Internal documents Mandates, theses, memos, transcripts you upload INVESTMENT UNIVERSE — EXCLUDED Private securities in index pouches Unlisted derivatives with negative gamma exposure Unvested financing beyond listed options Tailored short options, undefined downside structures SINGLE-NAME CONCENTRATION LIMIT THRESHOLD Max total issuer exposure 25% Concentration review 15% Max single equity line 15% Max single debt sleeve 15% THEME CONCENTRATION Core AI infrastructure — power 80-90% of portfolio Single theme exposure — 20% of portfolio Every line maps to a named sleeve INSTRUMENT MIX INSTRUMENT TARGET RANGE HARD LIMIT Common equity 60-80% 85% Call hedges 0-10% 20% Put hedges 0-5% 7.5% RISK — TRADE & DRAWDOWN TRIGGER ACTION Single-name thesis breaks Exit within tolerance Position exceeds mandate Rebalance within 5 days Drawdown > 12% Rebalance concentration Drawdown > 15% Mandate dictates rebalance DIGITAL CLUSTER FORCED REDUCTION TO MANDATE BAND BTC miner cluster at 24.48% is 9.5pp above 15% non-core guideline; exit pure miners, reduce others. EXIT CIFR-US -2.8% -$2.8M EXIT CLSK-US -0.3% -$300.0K REDUCE IREN-US -3.4% -$3.5M REDUCE APLD-US -2.5% -$2.5M REDUCE CORZ-US -2.0% -$2.1M 5 trades $-11.2M net View More +

   Camera

   The founder is shown in various outdoor and indoor settings, including a scenic view of the Golden Gate Bridge and an office with a brick wall. The camera maintains a medium shot, focusing on the founder while also showing the environment. There are quick cuts between scenes.

   Motion

   Fast-paced scene cuts are used to transition between different locations. Data visualizations and UI elements slide in from the right, overlaying the founder's video. These elements are clean, dark-themed, and feature precise, quick animations, often with a subtle blur effect during transitions.

3. 0:14 – 0:48

   Product Reveal

   Kimpton's AI-Powered Workflow

   “Kimpton understands your strategy, your mandate, and your risk parameters. It then generates trade outcomes that are compliant with your strategy. Kimpton helps you manage your workflow, from live market dashboards to investment committee reports. You can ask Kimpton anything, and it will give you an answer. It's like having a team of analysts at your fingertips. Kimpton is the AI-native terminal where agents do the research and propose the trades.”

   On screen

   NAME Sector Rotation DESCRIPTION optional Multi-timeframe relative strength analysis with momentum ranking PROMPT TEMPLATE Run a comprehensive sector rotation analysis using the 11 GICS sector ETFs: XLK, XLF, XLE, XLU, XLP, XLY, XLI, XLC, XLRE, XLB Also include: SPY benchmark, QQQ tech-heavy, IWM small cap, TLT bonds, GLD gold ## Performance Dashboard Fetch daily data for the last 6 months and rank by 1-month relative strength. [ Sector ] + [Week] [1-Month] [3-Month] [6-M] vs SPY [Momentum Signal ] + RS = sector return minus SPY return for the period + Momentum Signal = compare the last 2-week return to the prior 2-week return ## Momentum Ranking Charts 1. Bar chart of 1-month relative strength vs SPY for all sectors 2. Line chart showing 3-month rolling RS for top and bottom sectors ## Rotation Quadrant Analysis **Leading** improving RS | **Weakening** positive but fading | **Improving** early rotation ACTIVITY RUN HISTORY RUN TIMELINE 4 recent May 24 Today May 24 Today NEXT RUN Tomorrow Sector Rotation will refresh rankings, quadrants, and proposal candidates. Twitter 8:00 AM Completed XLK, XLU, XLE mixed int... leaders May 25 8:00 AM Completed Momentum breadth impro... changes May 26 8:00 AM Completed Sentiment momentum weak... troubles Cross-Asset Scoreboard ASSET PRICE YTD % 1M % RISK (relative) SPY (S&P 500) $740.64 +8.49% +4.39% Risk-on; cyclical growth lead QQQ (Nasdaq 100) $717.94 +17.16% +8.03% Growth; tech; leading AI; momentum IWM (Russell 2000) $205.12 +14.81% +2.88% Growth; improving EFA (Intl Dev) $108.13 +8.34% +3.70% Cyclical; lateral EEM (Emerging Mkts) $90.45 +7.62% +7.49% Strong outperformance TLT (20Y+ Treasuries) $86.15 -4.76% -1.50% Bearish; choppy; fiscal risk HYG (High Yield) $75.91 +1.54% -0.23% Credit; holding; slight improvement LQD (IG Corp) $108.37 -0.12% -0.49% Risk; duration; backend GLD (Gold) $414.06 +1.95% +0.70% Positive after multi-year run Kimpton

   Camera

   The founder is seen in various indoor settings, including an office with a brick wall and a modern workspace. The camera maintains a medium shot, occasionally zooming in slightly on the founder or panning to reveal more of the screen content. There are also quick cuts between different founders.

   Motion

   Complex UI elements and data dashboards animate onto the screen, often sliding in from the right or fading into view. These animations are precise and quick, highlighting key information. The founder's video is often overlaid with these digital interfaces, creating a seamless integration of live action and motion graphics. Text elements appear and disappear in sync with the narration, using a clean sans-serif font.

4. 0:48 – 1:10

   Call to Action

   Experience Kimpton: The Future of Investment

   “Kimpton is the AI-native terminal where agents do the research and propose the trades. Real-time institutional quality data loaded into a harness designed for the financial markets, powering billions in AUM today. Congrats on the launch, Jack, Adrian, and Mauricio!”

   On screen

   Kimpton

   Camera

   The founder is shown in various outdoor and indoor settings, including a scenic view of the Golden Gate Bridge and an office. The camera maintains a medium shot, focusing on the founder. There are quick cuts between scenes and founders.

   Motion

   The video concludes with a series of quick cuts featuring the founders in different locations, reinforcing the human element behind the technology. The Kimpton logo appears prominently on a black background, followed by a final shot of a founder. The overall pacing remains energetic, with a strong emphasis on the product's name and its core value proposition.