51Talk Online Education Group (COE) Small Cap Growth Virtual Investor Conference summary

Strategic vision and business model

• Focuses on global expansion with a localized, AI-driven edtech platform for young learners.

• Combines proprietary curriculum, high-quality tutors, and advanced technology for adaptive learning.

• Four pillars: proprietary curriculum, AI-enhanced tutor recruitment, $100M tech investment, and 360-degree support.

• Curriculum is interactive, CEFR-aligned, and tailored to local markets.

• Local teams and marketing ensure cultural adaptation and engagement.

Technology and AI integration

• AI powers tutor recruitment, lesson personalization, and operational automation.

• AI-driven tools improve tutor screening, onboarding, and ongoing training.

• Personalized learning paths and real-time feedback enhance student engagement and outcomes.

• AI optimizes sales processes, increasing conversion rates and reducing idle time.

• Soft launches of fully AI-powered products are underway, with ongoing human-AI integration.

Market expansion and localization

• Active in Southeast Asia (Malaysia, Thailand), Middle East, and testing Vietnam, Indonesia.

• Evaluates new markets based on middle-class population and acquisition costs.

• Builds local offices, hires and trains local talent, and adapts products to local needs.

• Offers market-specific programs, including other subjects and exam prep, based on local demand.

• Emphasizes local adaptation as a key competitive advantage.