Investment case
RTB Digital, Inc. (Roundtable)
RTB · 4 developments mapped · last assessed 2026-09-22
Market Ontology has mapped 4 macro, policy, and market developments to RTB Digital, Inc. (Roundtable) since 2026-09-15. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for RTB yet, so no modelled value is shown. The RTB valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run RTB on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
Roundtable Announces Paradium.AI Partnership and 2027 Revenue Forecast
Direct impact from strategic partnership announcement and forward-looking revenue guidance. The partnership is expected to scale operations, implying growth.
· Moves revenue growth rate, operating leverage, future capital requirements
- Open question
Roundtable (RTB Digital, Inc.) Signs Transformative Transaction; CEO Heckman to Share Details
Direct impact on company's strategic direction, financial structure, and operational focus due to a 'transformative strategic partnership transaction'. The $10 million deposit suggests a material commitment.
· Moves future revenue growth rates, profitability margins, capital expenditure requirements
What changed, by assumption
- 2026-09-22Roundtable Announces Paradium.AI Partnership and 2027 Revenue Forecast
- 2026-09-15Roundtable (RTB Digital, Inc.) Signs Transformative Strategic Partnership Transaction
- 2026-09-15Roundtable (RTB Digital, Inc.) Signs Transformative Transaction; CEO Heckman to Share Details
- 2026-09-18Former UK Prime Minister Liz Truss Joins Roundtable Board of Directors
Assumption changes
Full ledger →| Date | Assumption | Direction | Why | Conf. |
|---|---|---|---|---|
| 2026-09-22 | Revenue | Bullish | Company forecasts $102.1 million in FY 2027 revenue based on current business and PAAI partnership. | 1.00 |
| 2026-06-22 | Share count | Bullish | Stock component of consideration dilutes existing acquirer holders. | 0.70 |
| 2026-06-22 | Net debt | Bullish | Cash component of consideration is typically debt-funded, raising net debt. | 0.70 |
| 2026-06-22 | Revenue | Bullish | Acquisition adds target revenue to acquirer P&L on close. | 0.70 |
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-22 | Roundtable Announces Paradium.AI Partnership and 2027 Revenue Forecast | Bullish | 1-3m | 0.80 |
| 2026-09-18 | Former UK Prime Minister Liz Truss Joins Roundtable Board of Directors | Bullish | 1-3m | 0.70 |
| 2026-09-15 | Roundtable (RTB Digital, Inc.) Signs Transformative Transaction; CEO Heckman to Share Details | mixed | 1-3m | 0.80 |
| 2026-09-15 | Roundtable (RTB Digital, Inc.) Signs Transformative Strategic Partnership Transaction | Bullish | 1-3m | 0.80 |