Slide 01 • Executive Thesis
Seed Stage
The Generative CAD for Complex Programmable Biology
Standard AI solved the easy problem. We are solving the valuable one.
● The Solved Baseline
Wave 1: Static Protein Folding
AlphaFold and first-generation BioAI achieved monumental breakthroughs by mapping single, static protein structures.
The Wall: Human disease is dynamic and relational. Rigid single-body foundational models cannot simulate multi-body physics, allosteric shifts, or induced-proximity chemistry.
The Wall: Human disease is dynamic and relational. Rigid single-body foundational models cannot simulate multi-body physics, allosteric shifts, or induced-proximity chemistry.
Single-Body Rigid
Static Conformations
Commoditized Compute
★ Our Strategic Focus
Wave 2: Complex Modalities CAD
The multi-billion dollar frontier of modern therapeutics lies in Targeted Protein Degraders (TPDs), Cyclic Peptides, and RNA modulators.
We are building the generative enterprise orchestration engine engineered specifically to model, stabilize, and design high-affinity multi-body interactions that legacy models fail to predict.
We are building the generative enterprise orchestration engine engineered specifically to model, stabilize, and design high-affinity multi-body interactions that legacy models fail to predict.
Multi-Body Interactions
Ternary Stabilization
Generative CAD MLOps
💡
Core Thesis: The true commercial value in BioAI has shifted from predicting what a single protein looks like to engineering how complex molecules force proteins to interact.
Slide 02 • Market Dynamics
Macro Tailwinds
The Market Catalyst
Pharma’s existential crisis requires a transition from screening to engineering.
$250B+
Annual R&D Inefficiency
The Screening Trap
Traditional drug discovery is an exhaustive, brute-force combinatorial search across millions of synthetic compounds.
Pharma faces a staggering 90% clinical failure rate. The status quo of trial-and-error wet-lab screening is financially broken.
Pharma faces a staggering 90% clinical failure rate. The status quo of trial-and-error wet-lab screening is financially broken.
In-Silico
Deterministic Shift
The TechBio Pivot
Big Pharma is aggressively outsourcing computational design to specialized platforms.
The industry is transitioning from random high-throughput screening to deterministic software engineering with predictable molecular outcomes.
The industry is transitioning from random high-throughput screening to deterministic software engineering with predictable molecular outcomes.
White Space
Underserved Enterprise Need
The AI Unicorn Blindspot
First-gen AI unicorns are trapped in a compute-heavy arms race over basic monoclonal antibodies.
The urgent, high-margin enterprise demand lies in complex modalities where standard 3D equivariant models fail.
The urgent, high-margin enterprise demand lies in complex modalities where standard 3D equivariant models fail.
🎯
Market Verdict: Pharma does not need another antibody screening tool. They need an engineering CAD to tackle high-value, previously undruggable targets.
Slide 03 • Commercial Wedge
Horizon 1
Our Wedge: Targeted Protein Degraders (TPDs)
Mastering the Three-Body Problem: Ternary Complexes & Molecular Glues.
Step 01
Target Disease Protein
Historically "Undruggable"
+
★ Our Solution
Generative Molecular Glue
Ternary Interface Stabilizer
+
Step 02
Cellular E3 Ligase
Endogenous Waste Disposal
➔
Final Outcome
Proteasomal Degradation
Disease Target Eliminated
Bottleneck
The Three-Body Problem
Designing molecular glues requires predicting the stability of a ternary complex (Target + Glue + E3 Ligase). Standard AI models trained on binary protein pairs fail completely.
Proprietary Engine
Generative MLOps Pipeline
A specialized orchestration engine tuned for ternary interface stabilization. Computational chemists input a disease target and output high-confidence, synthesizable glue candidates.
Commercial Proof
Billion-Dollar Validation
Tier-1 Pharma (Novartis, Roche, BMS) are currently paying multi-billion dollar upfront and milestone premiums for proven platform discovery capabilities in targeted protein degradation.
Slide 04 • Defensive Moat
Systems Architecture
The Moat: Closed-Loop Systems Architecture
Compute is a commodity; aligned data and modular orchestration are the moat.
IN-SILICO GENERATION
CAD Design Engine
➔
RAPID PHYSICAL SYNTHESIS
Automated CRO Wet-Labs
➔
BINDING ASSAYS
Kinetic Affinity Data
➔
RETRAINING FLYWHEEL
Proprietary Fine-Tuning
Pillar 01 • The Proprietary Data Engine
Escaping the Exhausted Public PDB
Public biological databases (PDB) are exhausted and contaminated with unaligned assays.
We do not rely on public datasets. Our architecture connects directly to Contract Research Organizations (CROs) via automated APIs: we generate a candidate in silico, synthesize it physically within weeks, and stream pure binding affinity data back into our weights.
We do not rely on public datasets. Our architecture connects directly to Contract Research Organizations (CROs) via automated APIs: we generate a candidate in silico, synthesize it physically within weeks, and stream pure binding affinity data back into our weights.
API-Driven CRO Loop
Proprietary Binding Data
Pillar 02 • Enterprise CAD Workflow
Modular Multi-Model Orchestration
We do not compete on raw H100 GPU hours against sovereign AI funds. We compete on software architecture and domain engineering.
Our platform coordinates open-weight biological models, applies strict physics constraints, and fine-tunes on our closed-loop ternary data—packaged inside an intuitive, enterprise-grade CAD interface for structural biologists.
Our platform coordinates open-weight biological models, applies strict physics constraints, and fine-tunes on our closed-loop ternary data—packaged inside an intuitive, enterprise-grade CAD interface for structural biologists.
Modular Microservices
Domain Boundary Control
Slide 05 • Strategic Expansion
Horizons 1–3
The Grand Vision: Operating System for Undruggables
A sequential platform unlock: From ternary degrader glues to the entire non-coding genome.
Horizon 1 • Active Wedge
Targeted Protein Degraders
Technical Core: Ternary complex interface stabilization & automated glue generation.
Impact: Hijacking E3 ligases to destroy high-profile oncology targets previously deemed undruggable.
Impact: Hijacking E3 ligases to destroy high-profile oncology targets previously deemed undruggable.
✔ Seed Execution Focus
Horizon 2 • Scale Phase
Cyclic Peptides
Technical Core: Physics engine upgrade to model high conformational flexibility and dynamic macrocycles.
Impact: Intracellular biologics capable of modulating broad, flat protein-protein interaction (PPI) surfaces.
Impact: Intracellular biologics capable of modulating broad, flat protein-protein interaction (PPI) surfaces.
Series A Platform Extension
Horizon 3 • The Frontier
RNA-Targeted Modalities
Technical Core: Pipeline translation from 20 amino acids to dynamic nucleotide secondary/tertiary structures.
Impact: Accessing the 85% of the non-protein-coding human genome driving untreatable genetic diseases.
Impact: Accessing the 85% of the non-protein-coding human genome driving untreatable genetic diseases.
Global Monopolies
🌐
Architecture Reusability: We do not rewrite models for each modality. The underlying orchestration engine, CRO feedback loops, and CAD interface remain constant as we expand molecular vocabularies.
Slide 06 • Monetization & GTM
Hybrid Commercial Engine
Business Model: Software Margins, Biotech Upside
Zero clinical trial risk. Pure computational leverage.
Revenue Stream 01
Enterprise CAD Platform Licensing
Annual recurring software subscriptions for emerging and mid-cap biotech firms who lack dedicated internal MLOps and structural computational teams.
• Predictable Recurring ARR: Multi-seat CAD workspaces and compute orchestration quotas.
• High Gross Margins: 80%+ software margins with zero wet-lab overhead.
• Sticky Integration: Becomes the primary day-to-day workbench for computational chemistry teams.
• Predictable Recurring ARR: Multi-seat CAD workspaces and compute orchestration quotas.
• High Gross Margins: 80%+ software margins with zero wet-lab overhead.
• Sticky Integration: Becomes the primary day-to-day workbench for computational chemistry teams.
B2B SaaS
Annual Recurring ARR
Zero Clinical Risk
Revenue Stream 02
Asset Co-Development & Milestone Royalties
Strategic discovery partnerships with Tier-1 Pharma to solve high-value, priority disease targets they cannot solve in-house.
• Upfront Cash Payments: Immediate non-dilutive capital upon project initiation.
• Downstream Clinical Milestones: Pre-clinical, Phase I–III progression bonuses.
• Commercial Net Sales Royalties: Long-term equity-grade economic upside upon FDA approval.
• Upfront Cash Payments: Immediate non-dilutive capital upon project initiation.
• Downstream Clinical Milestones: Pre-clinical, Phase I–III progression bonuses.
• Commercial Net Sales Royalties: Long-term equity-grade economic upside upon FDA approval.
Upfront Discovery Fees
Milestones & Royalties
Asymmetric Upside
⚖️
De-risked Economics: We never run expensive Phase II/III clinical trials or take regulatory drug-approval liability. Our partner pharma pays us to discover; they take the clinical balance sheet risk.
Slide 07 • Operational Edge
Geo-Arbitrage
Capital Efficiency: The Geo-Arbitraged Moat
Surviving "Biological Latency" to out-iterate well-funded competitors.
-37%
Burn Rate Reduction
Via established export framework (GST LUT)
18 Mo
Runway to Validated PoC
De-risked capital runway to Series A readiness
5–7 Loops
Physical Data Iterations
Competitors run out of cash after 2 loops
Strategic Hub • US / EU
Scientific & Commercial Core
• Principal Structural Biologists: Elite domain scientists defining ternary physics, interface constraints, and model learning objectives.
• Pharma Business Development: High-touch enterprise relationships with Boston, Basel, and San Francisco biopharma executives.
• Pharma Business Development: High-touch enterprise relationships with Boston, Basel, and San Francisco biopharma executives.
Engineering Hub • India
High-Velocity Software Engine
• Elite Dedicated MLOps Unit: Relentless execution of the "Build, Measure, Iterate" software loop.
• Platform & CAD Engineering: Full-stack reactive interfaces, model serving pipelines, and automated CRO data ingestion at 1/4th the Western cost base.
• Platform & CAD Engineering: Full-stack reactive interfaces, model serving pipelines, and automated CRO data ingestion at 1/4th the Western cost base.
🛡️
The Latency Defense: Waiting 4–8 weeks for wet-lab results burns ordinary seed startups dry. Our decoupled cost structure guarantees we survive and compound learning loops while rivals stall.
Slide 08 • Execution Roadmap
Months 01–18
Execution & Milestones: The 18-Month Roadmap
A phased, de-risked engineering sequence delivering physical PoC and enterprise pilots within 18 months.
Phase 01 • Months 01–06
Infrastructure & Dual-Hub Setup
• Deploy baseline multimodal generative orchestration framework.
• Stand up the India MLOps hub and operationalize US-India collaboration protocols.
• Establish API-driven CRO synthesis and assay pipelines for rapid compound validation.
• Stand up the India MLOps hub and operationalize US-India collaboration protocols.
• Establish API-driven CRO synthesis and assay pipelines for rapid compound validation.
Deliverable: Operational Platform
Phase 02 • Months 07–12
Ternary Complex Challenge & PoC
• Execute internal benchmarking: generate novel molecular glues against known, challenging oncology targets.
• Complete first 3–4 physical closed-loop binding assays via partner CROs.
• Validate physical ternary stabilization (in-vitro proof of concept).
• Complete first 3–4 physical closed-loop binding assays via partner CROs.
• Validate physical ternary stabilization (in-vitro proof of concept).
Deliverable: In-Vitro PoC
Phase 03 • Months 13–18
Enterprise Commercialization
• Surpass hit-rate commercial accuracy thresholds on multi-body complexes.
• Package proprietary validation dataset and CAD workspace for enterprise demos.
• Close first commercial co-development deal with a mid-cap or Tier-1 pharma partner.
• Package proprietary validation dataset and CAD workspace for enterprise demos.
• Close first commercial co-development deal with a mid-cap or Tier-1 pharma partner.
Deliverable: Series A Markup
🎯
Series A Inflection: Completing physical PoC and securing an initial commercial pilot within 18 months provides an indisputable, audited track record to command a premier Series A valuation.
Slide 09 • Capital Requirement
Seed Round
The Ask: $5,000,000 Seed Round
Capital ring-fenced to deliver physical proof of concept and commercial pilots within 18 months.
$2.1M
42% Allocation
Compute & Tuning
Dedicated H100 GPU reservations, model fine-tuning, and multi-body simulation infrastructure.
$1.5M
30% Allocation
Elite Talent
US principal structural biology leadership paired with India software and MLOps expansion.
$1.0M
20% Allocation
Wet-Lab CRO Synthesis
Physical candidate synthesis, binding kinetics, and closed-loop data generation.
$400K
8% Allocation
Legal & Ops
Cross-border corporate structure, IP patent filings, and regulatory compliance.
★ Target Milestones at Month 18 (Proof of Concept)
1. Validated CAD Engine
In-vitro validated ternary complex stabilization for difficult oncology targets.
2. Proprietary Data Moat
5–7 closed-loop iterations producing proprietary binding assay data inaccessible to competitors.
3. Commercial Validation
At least one signed enterprise pilot or co-development partnership ready for Series A markup.