PostPrime Inc.
198A・Growth Market・Information & Communication
Business
PostPrime Inc. has set forth the mission of "expanding a platform where anyone can enjoyably learn about money using cutting-edge technology," and released the social networking service "PostPrime" in September 2021. It operates as a finance-focused SNS that addresses challenges related to specialization, information asymmetry, and timeliness in financial and economic information, targeting individual investors as its primary customer base. The company listed on the Tokyo Stock Exchange Growth Market in June 2024. In October 2024, it established its consolidated subsidiary TakaTrade Inc. and began operating the commodity CFD trading platform "TakaTrade" (official service launch in August 2025). The company consists of two segments: the Financial and Economic Information Platform business and the Trading Platform business.
Business Model
The main revenue sources consist of three pillars: (1) "Prime registration revenue" (fee income net of royalty deductions) for viewing paid posts by Prime Creators, (2) "Membership revenue" with discounts and benefits, and (3) performance-based "affiliate advertising." The main component of cost of sales is royalty payments to creators (¥110,364 thousand), and the gross profit margin stands at a high level of approximately 87.7%. After deducting selling, general and administrative expenses (mainly system usage fees and personnel costs) of ¥603,838 thousand, operating profit came to ¥183,175 thousand.
Company Strengths
Gross profit margin for FY2025 (ending May 2025) was approximately 87.7% (net sales of ¥897,378 thousand, cost of sales of ¥110,364 thousand). The primary cost item is solely royalty payments to creators, and capital expenditures are extremely light, at ¥1,933 thousand for business PCs and similar equipment. Financial soundness is also high, with an equity ratio of 79.4% and cash and cash equivalents of ¥1,119,007 thousand.
As an SNS specialized in financial and economic content, the company has built a unique mechanism for ensuring information quality through its proprietary "badge system." It released the AI chart analysis feature "IZANAVI" in July 2024 and "Prime Plus" in June 2024, continuing to expand its functionality. This addresses the expanding retail investor market, in which the number of NISA accounts increased by approximately 5.22 million from the end of December 2023 through the end of March 2025.
The average revenue per paying user rose approximately 19.2%, from ¥1,893 in the previous fiscal year to ¥2,257 in the current consolidated fiscal year. Although the number of Prime registrations and membership subscriptions has declined, the rise in unit price enabled the company to achieve net sales of ¥897,378 thousand and operating profit of ¥281,057 thousand (for the financial and economic information platform business alone).
ENVALITH's Perspective
Performance Trend
Revenue accelerated its decline over two consecutive periods, falling from ¥945 million in FY2024 (ending May 2024) to ¥897 million in FY2025 (ending May 2025) to ¥553 million in FY2026 (ending May 2026). Operating income deteriorated rapidly, from ¥351 million to ¥183 million to an operating loss of ¥238 million. The deterioration in FY2026 (ending May 2026) was driven by a combination of stagnant new user acquisition in the core SNS business (segment revenue down 35% year on year) and an operating loss of ¥250 million recorded in the trading platform business. Selling, general and administrative expenses increased to ¥678 million from ¥603 million in the prior period, with both the revenue decline and the rise in expenses squeezing profit. Operating cash flow was significantly negative at ¥558 million, and cash at period-end declined by ¥500 million, from ¥1,119 million to ¥618 million. As an external factor, uncertainty over U.S. policy trends and a downturn in consumer sentiment amid rising prices affected the business environment.
Growth Strategy
Rebuilding the revenue base through two pillars: restructuring the core SNS business and the M&A brokerage business
Through the development of new features and services for the SNS platform "PostPrime," as well as improvements to existing services, the company aims to acquire new users for Prime registration and membership and improve the conversion rate to paid services. It will rebuild its revenue base by leveraging the content distribution and marketing know-how of the Cybridge Group.
Effective July 1, 2026, the company made Infinity Life, which handles M&A brokerage and real estate brokerage, a wholly owned subsidiary at an acquisition cost of ¥71 million (contingent consideration of up to ¥28 million). By enriching M&A-related content for PostPrime's approximately 430,000 users and turning the platform into a deal-sourcing channel, the company aims to expand Infinity Life's number of closed deals and improve its own conversion rate to paid services.
At the Board of Directors meeting on June 17, 2026, the company resolved to withdraw from the business. Service provision is scheduled to end around the end of September 2026, eliminating an operating loss factor exceeding ¥250 million per year. All TakaTrade employees are seconded from the company and are expected to be assigned to the company's operations following the withdrawal.
In January 2026, the company entered into a capital and business alliance agreement, becoming an affiliate (equity-method affiliate) of Cybridge. By receiving management resources, content distribution business know-how, web service development expertise, and marketing know-how from the Cybridge Group, the company aims to expand revenue opportunities and enhance corporate value.
Of the third-party allotment completed on June 10, 2026 (new shares of ¥300 million plus stock acquisition rights of ¥600 million, with estimated net proceeds of approximately ¥900 million), ¥799 million is planned to be disbursed as M&A funds between June 2026 and March 2028. The company positions M&A as a key growth strategy and continues to restructure its business portfolio.
Last updated: July 17, 2026