Climate Intelligence
Redefined by Data
IntelektAI's EarthOptix platform integrates 5 production data streams (GOES-R, NEXRAD, NASA EONET, NOAA GFS, OpenWeather) with AWS Bedrock Claude Sonnet 4.5 into a serverless SaaS solution. Beachhead: Cold-chain logistics with $300B+ TAM, expanding to climate intelligence across insurance, finance, and global supply chains.
TAM
$485B
Climate Operations Intel
SAM
$42B
NA/EU with 15 Streams
SOM (Yr 3-5)
$180-240M
0.5% Market Share
Gross Margin
78%
Cloud-Native SaaS
Why Now? Narrow Window for Market Leadership
EarthOptix emerges at the unprecedented convergence of four forces creating a once-in-a-decade opportunity. This timing advantage establishes defensible market position before competition scales.
Extreme Weather Intensification
• Last 8 years: warmest on record (CO₂ > 420 ppm)
• $313B annual extreme weather costs
• Historical models fail at predicting new climate patterns
"Urgent demand for real-time climate intelligence as traditional actuarial tables become obsolete."
Computational Inflection Point
• Storage costs: 98% decrease (past decade)
• GPU processing: 125x increase
• Cloud-native economics now viable at scale
"Comprehensive climate data integration previously economically impossible—now the moat is technical execution."
AI Maturation
• Deep learning for spatiotemporal data transforms forecasting
• LLMs democratize access to complex climate datasets
• Neural models outperform traditional numerical methods
"AI shifts climate intelligence from 'data access' to 'decision-ready insights'—creating exponential value capture."
Regulatory Transformation
• SEC climate disclosure rules (U.S. public companies)
• EU CSRD + TCFD mandates (global Fortune 500)
• Insurance regulators require climate stress testing
"Compliance creates pull-based demand—buyers actively seeking vendors, reducing CAC to near zero."
Operational Advantage: 5 Streams Live = First-Mover Edge
Cold-Chain Operators (Beachhead)
Able Freight validation ($100M+ operation): "Weather = #1 challenge." Lineage, Americold, regional 3PLs facing $12-15B immediate TAM. 5 streams operational proves platform maturity.
Federal Agencies (Procurement Ready)
IntelektAI CAGE 14HN4, SAM.gov Active, SBIR/STTR Eligible. NOAA, NASA, USDA, FEMA with climate mandates, large R&D budgets. Competitors lack federal compliance posture.
Crop Insurance Adjusters
$8B SAM (federal crop insurance program). Real-time GOES + NEXRAD + GFS fusion enables dynamic loss adjustment, fraud detection. Immediate ROI vs. manual field inspections.
Catastrophe Insurers
P&C carriers ($18B SAM) facing climate volatility. Live hazard desk: EONET disaster taxonomy + GOES/NEXRAD nowcast for rapid loss estimation, proactive policyholder alerts.
Utilities & Infrastructure
Grid operators ($6B SAM) seeking crew staging optimization, wildfire risk management. GFS wind/ice forecasts + GOES fire detection + NEXRAD precipitation for outage prevention.
Maritime Logistics
Shipping route optimization ($4B SAM). Multi-day GFS forecasts + EONET storm tracking for vessel routing, port terminal readiness. Competitive advantage vs. weather.com black boxes.
Platform operational with 5 streams → not pre-revenue vaporware. This timing advantage creates 12-24 month window to establish market leadership before Weather.com/AccuWeather/Tomorrow.io respond. Cold-chain beachhead + federal procurement readiness position EarthOptix to capture defensible market share.
Market Opportunity
EarthOptix targets a $485B climate operations intelligence market with cold-chain logistics as beachhead ($12-15B immediate TAM, $300B total). 5 operational streams (GOES-R ABI, NEXRAD, EONET, GFS, OpenWeather) validate platform maturity. Realistic path to $180-240M SOM capture via land-and-expand motion across logistics, insurance, utilities, and government.
Total Addressable Market
$485B
by 2030
Climate operations intelligence across cold-chain logistics ($300B), crop insurance ($50B), P&C insurance ($70B), utilities/critical infrastructure ($40B), maritime logistics ($15B), and government resilience ($10B).
Serviceable Addressable Market
$42B
by 2027
North America + Europe markets with 15 operational streams: cold-chain logistics ($12-15B), crop insurance ($8B), P&C insurance ($18B), utilities ($6B), maritime ($4B).
Serviceable Obtainable Market
$180-240M
by Yr 3-5
Realistic capture via cold-chain beachhead (Able Freight validation, $12B immediate TAM), land-and-expand to adjacent verticals, federal SBIR/contracts, achieving 0.5% market share by Year 5.
TAM Breakdown: $485B Across Six Core Verticals (Bottom-Up Sizing)
$300B
Cold-Chain + Logistics
Cold storage operators + food/bev/pharma customers ($12-15B immediate beachhead). Total logistics market $300B. Able Freight validation: "Weather = #1 challenge, predictive shelf-life = missing capability."
$50B
Crop Insurance
Federal crop insurance program ($8B immediate SAM, $50B total TAM including global). Real-time GOES + NEXRAD + GFS fusion enables dynamic loss adjustment and fraud detection.
$70B
P&C Insurance
Property & casualty catastrophe risk modeling ($18B SAM NA/EU). Live hazard desk: EONET disaster taxonomy + GOES/NEXRAD nowcast for rapid loss estimation.
$40B
Utilities & Infrastructure
Grid operations, crew staging, wildfire risk management ($6B SAM). GFS wind/ice forecasts + GOES fire detection + NEXRAD precipitation nowcasting for outage prevention.
$15B
Maritime Logistics
Shipping route optimization, port operations ($4B SAM). Multi-day GFS forecasts + real-time EONET storm tracking for vessel routing and terminal readiness.
$10B
Government Resilience
Federal emergency management (FEMA, state EM), DOT winter ops, defense weather intelligence. SBIR/STTR + operational contracts. FedRAMP unlocks $5-10B federal TAM.
Market Drivers + Operational Validation
$313B
Cold-Chain Urgency
Able Freight ($100M+ operation, 70+ countries): "Weather = #1 challenge." Driscoll’s demo confirmed shelf-life prediction demand. Immediate beachhead TAM: $12-15B.
5 Live
Operational Validation
GOES-R ABI (16 bands), NEXRAD (160+ sites), EONET (12 categories), GFS 0.25°, OpenWeather. Platform operational → not pre-revenue, proving timing advantage vs. competitors.
Mandates
Regulatory Pull
SEC climate disclosure, EU CSRD, TCFD mandates + federal procurement readiness (CAGE 14HN4, SAM.gov Active, SBIR/STTR Eligible) create pull-based demand.
Top-down validation: McKinsey $50B climate analytics TAM, Gartner $35B, BCG $45B. EarthOptix bottom-up sizing ($485B) focuses on operational use cases vs. aspirational projections.
Business Model
High-margin SaaS ($75-$250/mo individual, $6K-60K+ enterprise) with cold-chain beachhead driving land-and-expand motion. Cloud-native AWS architecture delivers 78% gross margins, 30-60x LTV:CAC, and 120-140% net revenue retention.
SaaS Subscriptions
$75-$250/month individual | $6K-60K+ enterprise
Early Evangelists: $75/mo (first 25 users). Standard Operators: $250/mo (5 streams). Enterprise: $6K-60K+/year for multi-asset, multi-user deployments with SLAs.
Projection: $500K-1M Year 1 ARR (25 early + 100 paid), scaling to $75-120M Year 5 with cold-chain beachhead + horizontal expansion to insurance, utilities, government.
Cold-Chain Operations Revenue
$150K-800K/year per account
Target 3PL cold storage operators (Lineage, Americold) and their customers (food/bev, pharma). Paid pilots (90 days, 3-5 routes) convert to annual platform licenses. Able Freight validation: "Weather = #1 challenge, predictive shelf-life = missing capability."
Projection: $12-15B cold-chain TAM (beachhead), expanding to $300B+ total logistics market. Land-and-expand motion: 10-20 cold-chain accounts by Year 3 = $2-8M ARR.
Government Contracts & SBIR
$125K-1.83M/grant | $500K-5M contracts
SBIR/STTR Phase I/II from USDA, DOD, DOE, NASA (IntelektAI CAGE 14HN4, SAM.gov Active). Operational contracts for emergency management, DOT winter ops, defense weather intelligence.
Projection: $500K-2M annually from federal pipeline. FedRAMP readiness unlocks $5-10B federal TAM. Target 3-5 SBIR awards + 2-3 operational contracts by Year 3.
Multi-Vertical Expansion
80-90% retention | 120-140% NRR
Land-and-expand from cold-chain to adjacent verticals: crop insurance ($8B SAM), P&C insurance ($18B), utilities ($6B), maritime ($4B). Network effects drive stream adoption.
Projection: Customer LTV: $1.2M-$2.4M over 3-5 years. LTV:CAC ratio 30:1 to 60:1. Expansion revenue accounts for 40-50% of ARR growth by Year 3.
Unit Economics
78%
Gross Margin
Cloud-native SaaS with AWS infrastructure + Bedrock LLM costs
30-60x
LTV:CAC Ratio
Cold-chain beachhead: $1.2M-$2.4M LTV, $25K-$40K CAC
120-140%
Net Revenue Retention
Land-and-expand: cold-chain → multi-vertical platform adoption
5 Live
Operational Streams
GOES-R, NEXRAD, EONET, GFS, OpenWeather → 15 by Year 3
Financial Projections
Realistic growth model targeting $12-18M ARR by Year 3 via cold-chain beachhead (Able Freight validation), expanding to $75-120M ARR by Year 5 across logistics, insurance, utilities, and government sectors with 15 operational streams.
Annual Recurring Revenue
$500K-1M
Focus: Cold-chain pilots (Able Freight validation)
Annual Recurring Revenue
$3-5M
Focus: Cold-chain land-and-expand + crop insurance
Annual Recurring Revenue
$12-18M
Focus: Multi-vertical (logistics, insurance, utilities)
Annual Recurring Revenue
$35-50M
Focus: Enterprise accounts + government contracts
Annual Recurring Revenue
$75-120M
Focus: Category leadership + strategic exits
Year 5 Valuation Scenarios
Conservative
$350-450M
$35M ARR
10-13x revenue multiple
Base Case
$750M-1B
$75M ARR
10-13x revenue multiple
Bull Case
$1.2-1.5B
$120M ARR
10-13x revenue multiple
Comparable climate SaaS valuations: Watershed (Series C, $1.8B at 30-35x ARR), Tomorrow.io ($260-370M at 12-15x). Cold-chain logistics potential acquirers: C.H. Robinson ($15B market cap), J.B. Hunt ($24B), Lineage Logistics (IPO 2024).
Valuation Framework
Operational platform with 5 live streams (GOES-R ABI, NEXRAD, EONET, GFS, OpenWeather). Cold-chain beachhead validation (Able Freight). 78% gross margins, 30-60x LTV:CAC. Realistic path to $75-120M ARR Year 5 via land-and-expand motion.
Seed Round Terms
Target Raise
$500K-2M
Initial seed to validate product-market fit, secure first enterprise customers, and achieve $100K+ MRR
Target Runway
12-18 mo
Efficient capital deployment: 1-2 key hires, FedRAMP prep, pilot customer acquisition, stream expansion
Valuation determined through investor negotiation based on:
Market Opportunity
$485B TAM, $42B SAM, cold-chain beachhead
Operational Validation
5 streams live, Able Freight validation, CAGE 14HN4
Unit Economics
78% margins, 30-60x LTV:CAC, 120-140% NRR
Instrument
SAFE (Simple Agreement for Future Equity) with 20% discount or $5-7M valuation cap
Investor ROI Target
10x+ over 5-7 years via acquisition or IPO; climate tech funds average 9% higher IRR
Value Inflection Milestones
Operational Platform: 5 Streams Live
GOES-R ABI (16 bands), NEXRAD (160+ sites), EONET (12 categories), GFS 0.25°, OpenWeather. Not pre-revenue—operational validation proves platform maturity and timing advantage.
Impact: Already achieved, de-risks technical execution
Cold-Chain Beachhead: Able Freight Validation
Able Freight founder ($100M+ operation, 70+ countries): "Weather = #1 challenge, predictive shelf-life = missing capability." Driscoll’s shelf-life demo confirmed demand. $12-15B immediate TAM.
Impact: Customer validation reduces market risk premium
Federal Procurement Ready: CAGE + SAM.gov
IntelektAI CAGE 14HN4, SAM.gov Active, SBIR/STTR Eligible. FedRAMP-ready controls (SOC 2 Type II prep). Unlocks $5-10B federal TAM, 12-18 mo barrier to entry for competitors.
Impact: 2-3x valuation multiplier for federal market access
Stream Expansion to 15: AWS Registry Tier 1-2
Roadmap to add Landsat, Sentinel-2, MODIS, VIIRS, NAQFC, Argo floats by Year 3. Each stream compounds switching costs and enables new vertical expansion (maritime, utilities, crop insurance).
Impact: Network effects drive platform multiple increase
Comparable Transaction Multiples
| Company | Focus | Stage | Valuation | Multiple |
|---|---|---|---|---|
| Watershed | Carbon accounting SaaS | Series C (2024) | $1.8B | 30-35x ARR |
| Tomorrow.io | Weather AI + radar | Series E (2025) | $260-370M | 12-15x ARR |
| Jupiter Intelligence | Climate risk analytics | Series C (2024) | $220-320M | 10-12x Revenue |
| Planet Labs | EO imagery (public) | Apr 2025 | $0.9-1.0B | 7.5x FY24 Rev |
Climate SaaS category leaders (Watershed 30-35x, Tomorrow.io 12-15x) command premium multiples. EarthOptix cold-chain beachhead + multi-vertical land-and-expand positions for 10-13x ARR valuation at scale. Potential acquirers: C.H. Robinson ($15B market cap), J.B. Hunt ($24B), Lineage Logistics (IPO 2024).
Competitive Landscape
EarthOptix delivers comparable real-time satellite, radar, and forecast intelligence used by Weather.com, AccuWeather, and Tomorrow.io—but in a transparent, AI-native platform without enterprise lock-in. Pricing: $75-$250/mo vs. $50K-$250K/year incumbents.
Competitive Landscape: Incumbents vs. EarthOptix Edge
Major weather providers (Weather.com, AccuWeather, DTN) and climate analytics platforms (Tomorrow.io, Jupiter Intelligence) command $200M-$2B valuations but rely on enterprise lock-in, black-box models, and opaque data sources. EarthOptix disrupts with transparency, AI-native reasoning, and accessible pricing.
The Weather Company (IBM)
Acquired $2B (2015)
Strength
Enterprise weather data, strong brand trust
EarthOptix Advantage
Enterprise lock-in ($50K-$250K/year), black-box models, no raw GOES/NEXRAD visualization, limited AI reasoning
AccuWeather
$200M+ (private)
Strength
Consumer trust, aviation/energy verticals
EarthOptix Advantage
Opaque data sources, minimal raw layer visibility, no conversational AI, expensive API access
Tomorrow.io
$260-370M
Strength
Proprietary radar network, logistics-focused
EarthOptix Advantage
Single-focus weather, no multi-stream fusion (EarthOptix exposes 5 authoritative streams), limited historical replay
DTN
$900M acquisition (2017)
Strength
Weather data for energy/ag
EarthOptix Advantage
Legacy architecture, no LLM layer, vertical silos (ag vs energy vs transport)
Climate Corporation
$1.1B acquisition (2013)
Strength
Agricultural intelligence platform
EarthOptix Advantage
Single vertical focus (agriculture), lacks real-time multi-stream nowcast + compliance layers
Jupiter Intelligence
$1B+ (2022)
Strength
Climate risk analytics for financial services
EarthOptix Advantage
Limited operational data integration, proprietary models with opacity concerns, no real-time nowcast
EarthOptix's Defensible Moat
5 Operational Streams: Transparent Multi-Source Fusion
GOES-R ABI (16 bands, 4 satellites), NEXRAD Level III (160+ sites), NASA EONET (12 disaster categories), NOAA GFS 0.25° (384-hr forecasts), OpenWeather (10-min city refresh). Users see raw operational layers together—not hidden behind proprietary indices.
Competitive Advantage
Weather.com/AccuWeather hide sources behind black-box scores. EarthOptix shows the physics: satellite + radar + forecast + curated disasters in one map. Switching costs compound with each stream adoption.
AI-Native: Conversational Climate Intelligence
AWS Bedrock Claude Sonnet 4.5 with RAG architecture reasons across all 5 streams. Users ask "Why does this storm matter?" and get map-aware, context-injected explanations. $25 free tier, transparent usage tracking.
Competitive Advantage
First conversational meteorologist at $250/mo vs. $150K/yr expert. Competitors bolt chat onto dashboards—EarthOptix chat is integrated into data layer. No incumbent offers LLM-powered multi-source weather analysis.
FedRAMP Compliance Moat
SOC 2 Type II + FedRAMP-ready controls (IAM, KMS, WAF, audit trails) unlock $5-10B federal TAM. IntelektAI CAGE 14HN4, SAM.gov Active, SBIR/STTR Eligible.
Competitive Advantage
12-18 month barrier to entry for competitors. Weather.com/Tomorrow.io target enterprise, not government mission systems. EarthOptix inherits AWS compliance + federal procurement readiness.
Accessible Pricing: $75-$250 vs. $50K-$250K Enterprise Lock-In
Early Evangelists: $75/mo (first 25). Standard Operators: $250/mo (5 streams). Enterprise: $6K-60K+/year. No per-API nickel-and-diming. All 5 streams included.
Competitive Advantage
Incumbents (Weather.com, AccuWeather, DTN) charge $50K-$250K/year for comparable data. EarthOptix captures underserved operators, logistics SMBs, and consultants that incumbents ignore. Land-and-expand motion: start at $250, expand to $6K-60K enterprise.
Funding Strategy
Deploying $500K-2M seed capital efficiently over 12-18 months to scale from 5 operational streams to 15, validate cold-chain beachhead (Able Freight pilot), and achieve $125K-175K MRR with lean operations. Parallel SBIR pipeline for non-dilutive funding.
Use of Funds Breakdown
Team & Talent
$200K-800K
- Hire 1-2 key roles: founding engineer or technical co-founder, part-time sales support
- Competitive salaries with meaningful equity grants (1-3% founding engineer)
- Freelance/contractor support for specialized needs
Compliance & Security
$75K-400K
- SOC 2 Type II certification prep and initial audit
- FedRAMP readiness assessment and documentation
- Legal/IP protection for 17-stream integration architecture
Platform Expansion
$150K-600K
- Add 5-10 additional data streams beyond initial GFS deployment
- LLM integration and API development for enterprise features
- Infrastructure optimization and HPC workload testing
Go-to-Market
$75K-500K
- Pilot customer acquisition and success support
- SBIR grant applications (USDA, DOD, DOE, NASA—non-dilutive funding pipeline)
- Content marketing, demos, and early case study development
12-18 Month Milestone Roadmap
Q1 2026
- Close seed round ($500K-2M)
- Launch Early Evangelists program: 25 users at $75/mo (cold-chain focus)
- Able Freight pilot: 3-5 routes, 90-day paid validation
Q2 2026
- Add 100-150 Standard Operators at $250/mo ($25K-$37.5K MRR)
- Expand to 8 operational streams (add Landsat, Sentinel-2, MODIS)
- Submit 2-3 SBIR Phase I applications (USDA crop insurance, DOD logistics, DOE grid ops)
Q3-Q4 2026
- Scale to 300-400 paid users, $75K-100K MRR
- Land 2-3 enterprise accounts ($6K-20K/year): cold-chain operators + crop insurers
- Achieve 10-12 operational streams, complete SOC 2 Type II certification
Q1-Q2 2027
- Reach 500-700 paid users, $125K-175K MRR
- Close 1-2 SBIR Phase II awards ($750K-1.8M non-dilutive funding)
- Expand to 15 streams (full AWS Registry Tier 1-2 integration), validate multi-vertical product-market fit
Non-Dilutive Funding Strategy
IntelektAI CAGE 14HN4, SAM.gov Active, SBIR/STTR Eligible. Parallel SBIR/STTR applications reduce equity dilution and validate government market fit. Target $500K-2M annually from federal R&D pipeline.
Target Agencies
USDA (crop insurance), DOD (logistics), DOE (grid ops), NASA (EONET expansion), NOAA (forecast fusion), NSF (AI research)
Grant Range
Phase I: $125K-250K (6-12 mo) | Phase II: $750K-1.8M (24 mo)
Procurement Ready
CAGE code active, operational platform (5 streams live) proves technical maturity for Phase II conversion
Investor Alignment
Targeting climate-focused VCs with B2B SaaS expertise and cold-chain/logistics networks. 5 operational streams + Able Freight validation + IntelektAI CAGE 14HN4 de-risks technical and market execution. $485B TAM, $42B SAM, $180-240M SOM (Year 3-5).
Why Invest in EarthOptix?
Impact + Returns
Cold-chain beachhead addresses $12-15B immediate TAM (Able Freight validation: "Weather = #1 challenge"). Measurable ROI: 10-50x for logistics operators via spoilage reduction, route optimization, shelf-life prediction.
Scalable SaaS Economics
78% gross margins, 30-60x LTV:CAC, 120-140% NRR. Realistic path to $75-120M ARR Year 5 via cold-chain beachhead + land-and-expand to insurance ($18B SAM), utilities ($6B), maritime ($4B), government ($10B).
Operational Validation
5 streams live (GOES-R ABI, NEXRAD, EONET, GFS, OpenWeather)—not pre-revenue vaporware. IntelektAI CAGE 14HN4, SAM.gov Active, SBIR/STTR Eligible. Platform maturity proves timing advantage vs. competitors.
Exit Optionality
Strategic acquirers: Cold-chain logistics (C.H. Robinson $15B market cap, J.B. Hunt $24B, Lineage Logistics IPO 2024) + climate SaaS (IBM Weather, Google Cloud, Palantir). 10-13x ARR multiples = $750M-$1.5B exit at $75-120M ARR.
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What's Inside
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$2.6-3.8T
TAM
$1.5-1.8B
SOM (3-5yr)
99.8%
Gross Margins
$500K-2M
Seed Round