Investment Prospectus — Infrastructure Platform Play
The only OCI v1.2 compliant runtime for 15 billion mobile/edge devices. No competition exists.
The only manifest-based container architecture. 96% storage reduction vs Docker layers.
The only AI/ML provenance standard. EU AI Act now in effect.
The only zero-configuration MAC for containers. Automatic kernel-level security.
| Milestone | Target | Timeline |
|---|---|---|
| Enterprise Customers | 50-75 | Year 2-3 |
| Annual Recurring Revenue | $65M | Year 3 |
| Revenue Multiple | 15x | Market standard |
Math: $65M ARR × 15x = $975M + Strategic Premium = $1.1B
| Milestone | Target | Timeline |
|---|---|---|
| Enterprise Customers | 150-200 | Year 3-4 |
| Annual Recurring Revenue | $150M | Year 4 |
| Patent Licensing Revenue | Active | Year 3+ |
Math: $150M ARR × 12x = $1.8B + Patent Portfolio = $2.0B+
| Customer Tier | Customers | Avg Contract | ARR |
|---|---|---|---|
| Enterprise (F500) | 15 | $2.5M | $37.5M |
| Mid-Market | 50 | $350K | $17.5M |
| Growth | 100 | $100K | $10.0M |
| Total | 165 | $65M |
| Revenue Stream | Year 4 Target |
|---|---|
| Enterprise SaaS | $75M |
| Mid-Market SaaS | $35M |
| OEM/Embedded Licensing | $25M |
| Support & Services | $10M |
| Government/Defense | $5M |
| Total ARR | $150M |
Based on $5M raise at $100M pre-money ($105M post-money)
| Investment | At $1B Valuation | Return | At $2B Valuation | Return |
|---|---|---|---|---|
| $100,000 | $952K | 9.5x | $1.9M | 19x |
| $250,000 | $2.4M | 9.5x | $4.8M | 19x |
| $500,000 | $4.8M | 9.5x | $9.5M | 19x |
| $1,000,000 | $9.5M | 9.5x | $19M | 19x |
| Category | Allocation | Amount |
|---|---|---|
| Engineering | 35% | $1,400,000 |
| Patent Prosecution | 25% | $1,000,000 |
| Go-to-Market | 20% | $800,000 |
| Operations | 12% | $480,000 |
| Legal/Accounting | 8% | $320,000 |
| Company | Acquirer | Year | Value | Context |
|---|---|---|---|---|
| HashiCorp | IBM | 2025 | $6.4B | $583M ARR, 11x multiple |
| GitHub | Microsoft | 2018 | $7.5B | $300M ARR, dev ecosystem |
| Rancher | SUSE | 2020 | $600M | ~$40M ARR, K8s management |
| Heptio | VMware | 2018 | $550M | K8s founders, early stage |
| Docker Enterprise | Mirantis | 2019 | ~$100M | Container platform |