V4 — AI POWERHOUSE DECK

THE AI OF
THE RESTROOM

Today: QR codes. Tomorrow: the most precise behavioral data network on earth.

Request the DeckSee the Thesis
The Network

10,000 Faucets.
One Brain.

1.18B
Impressions / Month
118K/faucet × 10,000 faucets
118K
Impressions / Faucet / Mo
Planet Fitness model, 100% visit rate
708K
Impressions / Venue / Mo
6 faucets × 118,000
#1
Captive DOOH Network
No other format compares
The Holy Grail

Proof of Play.
Not Proof of Purchase.

Every other billboard assumes you saw it. We know you did. Nielsen spent decades approximating this for television. Digital advertising has a 60% non-viewability rate. We verify every impression at the point of contact.

Verified Impression— Person was at the sink
Verified Dwell Time— 22 seconds average
Verified Engagement— Scan = action
Verified Location— Venue, time, context
0.1%
Average digital display CTR
8–12%
Sinkside QR scan rate
80–120x higher engagement
Why Now

Four Forces Converge.
One Opportunity.

🍪
Death of the Cookie
Brands are desperate for first-party data. We generate it at every wash.
🚀
DOOH Explosion
+400% since 2019. Fastest-growing ad category. Brands are shifting budgets now.
🧼
Post-Pandemic Hygiene
Handwashing awareness is permanent. Dwell time at sinks has never been higher.
⚡
Programmatic Revolution
Brands now buy physical inventory like digital. We plug directly into 35+ DSPs.
The Moat

The More We Grow,
The Harder We Are to Beat.

Three compounding moats that deepen with every venue added. A competitor starting today is years behind on all three simultaneously.

01
Data Moat
Every scan trains our models. Competitors starting today are years behind on behavioral data.
02
Hardware Moat
Physical venue contracts are exclusive and long-term. You cannot clone a network.
03
Programmatic Moat
35+ DSP integrations mean brands can buy us instantly. Switching costs are real.
The Economics

Today: $136M.
Tomorrow: $1B+.

Unit Economics
Per faucet (70% fill)$2,100 / mo
Per venue (6 faucets)$11,340 / mo net
Per venue per year$136,080 net
Deployment cost$9,000 all-in
Venue revenue share10%
Gross margin70%+
Revenue Projections
Year 1
350 venues
$50M
Year 2
2,800 venues
$400M
Year 3
10,000+ venues
$1.6B
AI Pricing Unlocks at Scale
Dynamic CPMs (+40–60% uplift) + behavioral data licensing ($10–50M/yr) + proof-of-play premiums (2–3x CPM) activate at 10,000 venues.
Comparables

The Perion of
the Restroom.

They built empires on behavioral data. We own the most captive behavioral environment on earth.

$600M+
Perion Network
Revenue — behavioral targeting
$2B+
The Trade Desk
Revenue — programmatic data
$100M+
Placer.ai
ARR — foot traffic intelligence
$2.5B
Clear Channel
Revenue — physical OOH inventory
We combine all four. Physical inventory + behavioral data + programmatic + AI.
No other company on earth sits at the intersection of all four value drivers.
The Exit

Who Buys the AI
of the Restroom?

Every major player in DOOH, ad-tech, and behavioral data. The question isn't if someone buys us — it's who gets there first.

Lamar / Clear Channel / JCDecaux
Want the physical inventory
Perion / The Trade Desk
Want the behavioral data
Placer.ai / SafeGraph
Want the location intelligence
Google / Meta
Want first-party data at scale
8–12x
Comparable DOOH exit multiples
$12–20B
Exit valuation at $1.6B revenue
The Ask

$25M.
10,000 Faucets.
One AI Network.

Fund the scale. We'll build the brain.

60%
Hardware Deployment
2,800 venues
20%
AI / ML Infrastructure
Data pipeline
15%
Sales & Venues
Acquisition
5%
Operations
& Team
Request the Full Deck

The sink is the
smartest screen in the room.

18 Inches.
22 Seconds.
10,000 Locations.
One AI.
YOURS TO BUILD.