SpatialPeers Investment Memo

v 1.1 - March 17, 2025

Executive Summary

SpatialPeers is revolutionizing collaborative digital experiences by creating spatially-aware environments that combine real-world context with advanced AI capabilities. Our platform enables teams to create, share, and interact with immersive spaces that are precisely grounded in physical locations.

Key Metrics

• Market Size: $220B TAM in spatial computing by 2028
• Growth: 200% QoQ user growth
• Current Stage: Seed to Series A
• Funding Goal: $10M

1. Problem

Current virtual collaboration tools lack:

• Real-world spatial context and grounding
• Accurate architectural and historical representation
• AI-powered validation of spatial relationships
• Seamless integration between physical and digital spaces

2. Solution

SpatialPeers provides:

Core Technology

• Spatial Anchor System: Precise real-world alignment using multi-point anchoring
• Real World Models: Accurate 3D representations with semantic understanding
• AI-Powered Validation: Ensures historical and architectural accuracy
• Multi-Provider AI Integration: Supports OpenAI, Anthropic, and Gemini

Key Features

1. Immersive Collaboration

   • Real-time multi-user interaction
   • Spatial context preservation
   • Cross-platform accessibility

2. Advanced Visualization

   • Photorealistic 3D mapping
   • Street View integration
   • Historical reconstruction

3. AI-Enhanced Workflows

   • Automated spatial validation
   • Historical accuracy verification
   • Context-aware content generation

3. Market Opportunity

Total Addressable Market (TAM)

• Spatial Computing: $220B by 2028
• Enterprise Collaboration: $85B by 2026
• Digital Twin Technology: $48B by 2026

Serviceable Addressable Market (SAM)

• $45B current market size
• Focus on enterprise, education, and cultural sectors

Serviceable Obtainable Market (SOM)

• Initial target: $5B
• Primary focus on enterprise collaboration and historical preservation

4. Technology Stack

Core Architecture

• React 18 with TypeScript
• Three.js for 3D rendering
• Google Maps Platform integration
• Multi-provider AI system

Key Components

1. Spatial Engine

   • USD-compliant scene management
   • Real-time rendering
   • Physical constraints system

2. AI Suite

   • Multi-model support
   • Context-aware generation
   • Spatial relationship validation

3. Maps Integration

   • Street View synchronization
   • Location-based anchoring
   • Geocoding and search

5. Competitive Advantage

1. Technical Moat

   • Proprietary spatial anchoring system
   • Advanced architectural validation
   • Multi-point AI integration

2. Market Position

   • First-mover in spatially-aware collaboration
   • Strong focus on historical accuracy
   • Enterprise-grade security

3. Intellectual Property

   • Spatial relationship modeling
   • AI-powered validation systems
   • Real-world grounding techniques

6. Business Model

Revenue Streams

1. Enterprise Subscriptions

   • Per-user pricing
   • Custom deployment options
   • API access

2. Professional Services

   • Custom integration
   • Spatial modeling
   • Training and support

Pricing Strategy

• Freemium for basic users
• Enterprise pricing starting at $49/user/month
• Custom pricing for large deployments

7. Go-to-Market Strategy

Target Markets

1. Enterprise

   • Architecture firms
   • Historical preservation
   • Real estate development

2. Education

   • Universities
   • Research institutions
   • Museums

3. Government

   • Historical preservation
   • Urban planning
   • Cultural heritage

Distribution Channels

• Direct sales team
• Partner network
• Self-service platform

8. Team

Leadership

• Experienced founders from spatial computing
• Strong technical background
• Previous successful exits

Advisory Board

• Industry experts in:
  • Spatial computing
  • Enterprise software
  • Historical preservation
  • AI/ML

9. Financial Projections

Key Metrics

• Current ARR: $1.2M
• Growth Rate: 200% YoY
• Gross Margin: 85%
• CAC Payback: 12 months

5-Year Projections

• Year 1: $5M ARR
• Year 3: $25M ARR
• Year 5: $100M ARR

10. Investment Opportunity

Funding Requirements

• Raising: $10M Series A
• Pre-money Valuation: $40M
• Use of Funds:
  1. Engineering team expansion
  2. Sales and marketing
  3. Product development
  4. Market expansion

Key Milestones

• 6 Months: Launch enterprise platform
• 12 Months: Reach 250K MAU
• 18 Months: Achieve $1M MRR

Exit Strategy

• IPO target: 5-7 years
• Strategic acquisition potential
• Strong interest from major tech companies

11. Risk Analysis

Technical Risks

• AI model availability
• Spatial computing evolution
• Integration complexity

Market Risks

• Competition from tech giants
• Market adoption rate
• Regulatory changes

Mitigation Strategies

• Multi-provider AI approach
• Strong IP protection
• Regulatory compliance focus

12. Investment Terms

Structure

• Series A Preferred Stock
• Standard protective provisions
• Pro-rata rights

Board Composition

• 2 Founder seats
• 2 Investor seats
• 1 Independent seat

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Contact: jkl@peerscape.com