01
Platform Technology
One Arc Engine architecture, eight subsystems — every commercial business pulls from the same foundation.
Capital Raise
Seed structured as USD 5–7M priced equity at USD 15–25M pre-money with milestone tranches: 40% at close, 30% on bench-rig demo, 30% on first paid cooling pilot.
Global Market Opportunity
AI Infrastructure
$0B
Ace Cryo
Space Technologies
$0B
Ace Astra
Defence Systems
$0B
Ace Vanta
Advanced Air Mobility
$0B+
Ace VTOL
Capital Allocation
Net cash needed post Australian R&D rebate (43.8%) and ARENA grants modelled at USD 8.8M across Phase 0.
Valuation Walk
USD 15–25M
TAM accessed · USD 4B
USD 80–120M
TAM accessed · USD 25B
USD 400–600M
TAM accessed · USD 55B
USD 1.2–2B
TAM accessed · USD 90B+
Investment Thesis
01
One Arc Engine architecture, eight subsystems — every commercial business pulls from the same foundation.
02
IP hardened in PCT national-phase across four jurisdictions; every market sharpens the moat.
03
Cooling validates compressors; space validates materials; defence validates the airframe.
04
Operating cash from Cryo funds Astra; Astra heritage funds Vanta; Vanta flight hours fund VTOL.
05
60–65% gross margin on cooling stacks; 85–90% on OEM royalties; software subscription at the end-state.
06
Cumulative TAM accessed grows from USD 4B at seed to USD 90B+ at IPO.