Investors — TeraSpheres

Market

The opportunity

Internal estimates· directional sizing, pending third-party validation

Addressable Market

$32B+

Operations intelligence, internal estimate

Category Growth

~25%

Annual, internal estimate

Cost of Inefficiency

$2.3T

Global, internal estimate

Live Modules

Shipped and in production

Digital transformation made the data available. AI became good enough to extract value from it. Economic pressure made optimisation urgent. All three arrived at once — and nobody has built the platform that sits at the centre.

Timing

Why now

Data availability

Enterprise systems are finally connected enough to give a continuous operational picture rather than a monthly snapshot.

AI maturity

Models are now reliable enough to drive operational decisions, not merely to summarise what already happened.

Cost pressure

Supply chain volatility and margin compression have made operational efficiency a board-level line item.

Talent gap

Operations teams cannot process data at this volume by hand. Intelligent automation stopped being optional.

Status

Where we actually are

Product built, commercial stage early. Stated plainly, because you will check.

Modules in Production

Warehouse, Fleet, Inventory, Finance, HR

Data Model

16 tables

Tenant-scoped, RLS enforced throughout

Stage

Pre-revenue

Platform complete, commercialising

Commercial Metrics

To be published

Released once there are real figures

We are not publishing revenue, pilot counts or retention figures yet, because we do not have them. What exists is a working platform: five operational modules deployed, sixteen tables with tenant isolation enforced at the database, and an intelligence layer designed against them. Those are facts you can verify in a demo.

Defensibility

Why this compounds

Proprietary intelligence

Guardian is trained on operational data that competitors cannot buy and have not collected. That gap widens monthly.

Operational DNA

Founded by people who ran operations rather than by engineers who studied them. That shows in what we build and what we refuse to.

Speed to value

Customers see measurable return inside thirty days. Pre-built modules remove the eighteen-month implementation that kills competing deals.

Network effects

Every additional customer sharpens the models. The product gets better for everyone as the base grows.

Enterprise trust

Security and tenancy were built in from the first migration. We pass IT review instead of negotiating with it.

Expansion revenue

Land with one module, expand across six. Account value grows without new acquisition spend.

Deployment

Use of funds

Product and engineering40%

Accelerate the module roadmap and deepen Guardian's reasoning and forecasting capability.

Sales and marketing35%

Build the enterprise sales motion and establish category presence ahead of competitors.

Operations and infrastructure15%

Scale the platform, harden security and compliance, and staff customer success.

General and administrative10%

Finance, legal and the organisational infrastructure a company at this stage requires.

Vision

Where this goes

Within five years, TeraSpheres is the default intelligence layer for enterprise operations. Every decision an operations team makes is informed by Guardian. Efficiency across our customer base is 25% higher than the day they started. The category is worth $50B — and we defined it.

Building the operational intelligence company