MAKR Select Infrastructure PPCs

Executive Summary

Ten potential portfolio companies with direct relevance to infrastructure fund investment themes - spanning construction intelligence, predictive network operations, real-time AI orchestration, autonomous mobility, green hydrogen production, AI-powered road safety infrastructure, and GPS-alternative physical AI positioning, composable edge AI compute infrastructure, wireless infrastructure monitoring, and AI-powered energy grid optimization.

PPC 1

Construction Intelligence

Single source of truth connecting design, cost, and progress data across construction projects and asset lifecycles - deployed with top-5 global contractors and entering the US market with a major technology partner.

PPC 2

Predictive Infrastructure Intelligence

AI-powered platform that turns network telemetry into proactive insights, preventing outages and reducing truck rolls across broadband, mobile, and energy infrastructure - deployed with multiple Tier-1 operators across the Americas.

PPC 3

Real-Time AI Orchestration

Mission-critical GenAI platform that senses, decides, and acts within milliseconds across edge and cloud - deployed in airports, defense, healthcare, and smart infrastructure with leading global system integrators.

PPC 4

Intelligent Autonomous Mobility

Converts commercial vehicles into fully autonomous road machines for airports, rail, ports, and defense - lead partner on federal autonomy initiatives with 99.55% mission success rate and zero safety incidents.

PPC 5

Autonomous Green Hydrogen from Ocean Wind

Autonomous sailing vessels with underwater turbines produce green hydrogen at sea - 2x power output vs offshore wind, deployable to any port globally.

PPC 6

AI-Powered Road Safety Infrastructure

AI platform that detects, tracks, and predicts road user behavior in real time across existing intersection infrastructure - deployed across 17+ US states, Canada, and the GCC with major state DOTs and federal programs.

PPC 7

Physical AI - GPS-Alternative Positioning

Transforms existing 5G and WiFi networks into sub-meter positioning systems without satellites, cameras, or additional hardware - deployed across healthcare, construction, and autonomous operations on multiple continents.

PPC 8

Composable Edge AI Compute Infrastructure

Datacenter-class AI supercomputing in portable, modular form factors - vendor-agnostic GPU/accelerator composability deployed with defense agencies, national laboratories, and major financial institutions.

PPC 9

Wireless Infrastructure Monitoring

Patented long-range wireless mesh monitoring for construction, infrastructure, mining, and rail - replacing cabled sensor networks across 22 markets on six continents with real-time geotechnical, structural, and environmental data.

PPC 10

AI-Powered Energy Grid Optimization

Real-time digital twin platform for heating, cooling, and steam grids - delivering up to 15% heat loss savings and 10% CO2 reduction across major European utility networks, with revenue tripling in under three years.

PPC 1

Construction Intelligence

Core Value Proposition

Single source of truth connecting design, cost, and progress data across project lifecycle.
Streamlines commercial and payment processes, reducing disputes and delays.
Improves visibility, trust, and accountability across all stakeholders.
Enables real-time decision-making, benchmarking, and continuous improvement.
Standardizes data and supports integration with advanced technologies for smarter project delivery.

Key Customers

Top-5 global contractor (signed) Major AU/NZ construction firms (3 signed) Global technology partner (US market entry)

Infrastructure Fund Talking Points

Direct Infrastructure Value Chain Play

Sits at the data layer of construction and asset management - every infrastructure project needs design-cost-progress integration. An infrastructure fund's portfolio companies (airports, rail, energy, smart cities) are direct customers.

Enterprise Anchor Customers Validated

A top-5 global contractor is a signed customer. This is not a pilot - it's enterprise adoption by a company that builds the infrastructure the fund invests in.

Asset Lifecycle Intelligence

Extends beyond construction into asset operations - infrastructure fund portfolio companies need ongoing visibility into asset performance, maintenance, and value preservation.

Payment Infrastructure for Supply Chain

Automated payment certification creates a network effect across the construction supply chain. Reduces payment disputes and delays - a material risk in infrastructure project delivery.

PPC 2

Predictive Infrastructure Intelligence

Core Value Proposition

Transforms raw, high-frequency network data into actionable insights using AI and geospatial analytics.
Detects service degradation early to enable preventive action, reducing outages and customer impact.
Minimizes truck rolls, accelerates mean-time-to-repair, and lowers operating costs.
Enhances network reliability and customer satisfaction, cutting churn and boosting retention.
Correlates data from assets, systems, and field teams into a single real-time operational view.
Built for broadband but adaptable to mobile, energy, and other field-based industries.

Key Customers

Tier-1 US operator (nationwide deployment) Top-3 US cable operator Major LATAM telecom group ~30 service provider clients total

Infrastructure Fund Talking Points

Protects Infrastructure Asset Performance

Infrastructure funds own broadband networks, fiber, and telecom assets. Directly reduces downtime and extends asset life through predictive maintenance - protecting the fund's return on invested capital.

Tier-1 Operator Validation at Scale

Tier-1 operator (nationwide in under 6 months), top-3 cable operator, major LATAM group - these are not pilots. Deployed across millions of subscribers with operators that infrastructure funds invest in or alongside.

OpEx Reduction = Bond Yield Protection

Fewer truck rolls, faster MTTR, reduced churn. For a bond-focused infrastructure fund, the value is operational cost reduction that directly supports debt service coverage ratios on infrastructure assets.

Cross-Sector Expansion Path

Built for broadband but adaptable to energy, mobile, and industrial field operations. As infrastructure funds diversify across digital and energy assets, the platform expands with the portfolio.

PPC 3

Real-Time AI Orchestration for Mission-Critical Infrastructure

Core Value Proposition

Builds and operates GenAI systems that sense, decide, and act within milliseconds.
Designed for environments where continuous performance and uptime are essential.
Seamlessly integrates AI, data, and automation across edge, cloud, and disconnected environments.
Patented auto edge-to-cloud partitioning and mesh-based networking.
Connects to anything - LLMs, sensors, legacy systems, humans - via hundreds of prebuilt integrations.

Key Customers & Partners

Major Japanese system integrator (Saudi operations) Top-3 global telecom/IT conglomerate Leading AI edge chip company APAC enterprise partners

Infrastructure Fund Talking Points

The Operating System for Smart Infrastructure

Airports, smart cities, energy grids, defense installations - all require real-time orchestration across thousands of sensors and systems. This is the middleware layer that makes infrastructure assets intelligent and responsive.

Enterprise Traction with Infrastructure-Scale Integrators

Major Japanese and global system integrators as revenue customers. These are infrastructure-scale partners - exactly the type an infrastructure fund's portfolio companies already work with.

Revenue Model Locks In Long-Term Value

Annual platform licenses plus multi-year partner commits with revenue share on partner-built applications. High switching costs once deployed in mission-critical environments - aligns with infrastructure fund hold periods.

Aligned with Infrastructure Spend Corridors

Deployed where infrastructure capital is flowing - Saudi Vision 2030, Japan digital transformation, SE Asia smart city initiatives. Geographic alignment with infrastructure fund deployment opportunities.

PPC 4

Intelligent Autonomous Mobility for Critical Infrastructure

Core Value Proposition

Safety-first, federal aviation and defense certified autonomy with redundant architecture.
Interoperable cloud-based Command and Control system integrating third-party robots and infrastructure.
Proven performance: 99.55% mission success rate, zero safety incidents.
Real-time data, 3D mapping, and human-in-the-loop fleet management.
Delivers over 4X cost savings via automation of hazardous, high-cost operations.

Key Customers & Contracts

Major US airline (pushback + ramp ops) Top-3 US railroad (crew + cargo logistics) Federal aviation/defense (lead autonomy partner)

Infrastructure Fund Talking Points

Automates the Hardest Parts of Infrastructure Operations

Airports, rail yards, ports - these are core infrastructure fund assets. Automates ground operations that are dangerous, expensive, and labor-constrained. 4X cost savings directly improves asset operating margins.

Federal Certification = Regulatory Moat

Lead partner on the federal Airfield Autonomy Initiative with aviation and defense agencies. This is not a startup hoping for certification - it has it. Competitors face years of regulatory catch-up.

Long-Duration Revenue Contracts

Multi-year contracts per vehicle. Predictable, recurring revenue aligned with infrastructure fund hold periods and bond servicing requirements.

Zero Safety Incidents + 99.55% Mission Success

In infrastructure operations, safety failures are catastrophic (regulatory shutdown, liability, reputational damage). This track record is the strongest risk-mitigation signal an infrastructure investor can ask for.

PPC 5

Autonomous Green Hydrogen from Ocean Wind

Core Value Proposition

Produces green hydrogen without building fixed wind farms - mobile, scalable renewable infrastructure.
Accesses 70% of the planet's surface (oceans) for energy generation, unconstrained by land or permitting.
Vessels can be commissioned in 1/10th the time of traditional offshore wind farms.
Delivers consistent levelized cost across any port globally.
Targets three markets: port bunkering, shipping decarbonization (FuelEU/IMO mandates), and island nation energy access.
2x power output vs offshore wind installations, up to 7x higher load factors.

Validation & Partners

Leading UK venture firm (lead investor) Major classification society (Approval in Principle) UK government innovation grant Global climate summit featured

Infrastructure Fund Talking Points

New Asset Class: Mobile Renewable Infrastructure

Creates an entirely new category - mobile energy-generating assets that are not fixed to land. For an infrastructure fund, this is a fleet-based infrastructure play with global deployment optionality and no permitting constraints.

Regulatory Tailwinds: FuelEU + IMO Mandates

Shipping decarbonization is not optional - FuelEU Maritime and IMO regulations are creating mandatory demand for green hydrogen at ports. Positioned to supply exactly what regulations require, where they require it.

Port Infrastructure Integration

Infrastructure funds invest heavily in ports. This hydrogen delivery model creates a new revenue stream for port assets - green bunkering services that increase port value and attract shipping lines seeking compliance.

Capital Efficiency vs Offshore Wind

1/10th the deployment time of offshore wind farms. No seabed leases, no grid connection, no planning permission. For infrastructure funds evaluating renewable energy exposure, this offers dramatically lower capital deployment risk per unit of capacity.

PPC 6

AI-Powered Road Safety Infrastructure

Core Value Proposition

Detects, classifies, and tracks all road users in real time using patented computer vision, ML, and sensor fusion (20+ patents).
Predicts road user intent and identifies near-misses before collisions occur - shifting from reactive crash reporting to proactive prevention.
Hardware-agnostic: integrates with existing cameras, radar, traffic controllers, and V2X systems without requiring infrastructure replacement.
Provides root cause analysis, hotspot identification, and actionable safety recommendations for transportation agencies.
Deployed across 17+ US states, Canada, and the GCC - proven at scale across diverse environments and conditions.
SOC 2 Type II compliant - enterprise-grade security for government and municipal deployments.

Key Customers & Partners

Major state DOT (52+ intersections) Regional transportation commission (US DOT funded) Multiple state DOTs Municipal smart city deployments Leading traffic systems integrator Major chipmaker smart cities program

Infrastructure Fund Talking Points

Monetizes Existing Road Infrastructure Through Intelligence

Infrastructure funds own toll roads, highways, and transportation assets. This platform adds an AI intelligence layer to existing cameras and sensors - no new hardware required - turning passive infrastructure into active safety and optimization systems that increase asset value.

Government Mandates Drive Demand

US DOT SMART Grants are directly funding deployments. Vision Zero commitments across major cities create mandatory spend on road safety technology. This is not discretionary IT spend - it's federally and municipally funded infrastructure safety.

Dual-Geography Advantage: US + GCC

Live deployments across both the US (17+ states, state DOTs, municipal agencies) and the GCC. Infrastructure funds with exposure to both regions get a portfolio company that serves both geographies from day one.

MIT Pedigree + 20 Patents = Defensible IP

MIT spinoff with 20+ patents in computer vision, sensor fusion, and trajectory prediction. Combined with SOC 2 Type II compliance and government-grade deployments, this creates a regulatory and IP moat that late entrants cannot easily replicate.

PPC 7

Physical AI - GPS-Alternative Positioning Infrastructure

Core Value Proposition

Transforms existing 5G and WiFi networks into real-time positioning systems with sub-meter accuracy - indoors, outdoors, through walls, and around corners.
Sub-nanosecond time synchronization (1,000x more precise than conventional protocols) using the constant speed of radio waves.
No satellites, no cameras, no additional hardware, no device power drain - works with infrastructure already deployed and transmitting.
Protocol-agnostic: works across 5G, WiFi, private cellular, and future wireless standards.
Turns existing wireless infrastructure sunk costs into new revenue-generating capabilities.
Provides terrestrial GPS backup resistant to jamming and spoofing - critical for defense and national security applications.

Key Customers & Backers

Major Asia-Pacific metropolitan government Silicon Valley founders and deep-tech investors Multi-continent enterprise deployments

Infrastructure Fund Talking Points

Unlocks Value from Existing Wireless Infrastructure

Infrastructure funds own telecom towers, fiber networks, and wireless assets. This technology transforms those existing networks into positioning systems without additional hardware spend - creating entirely new revenue streams from sunk capital.

$450M+ in Signed Contracts and MOUs

Live deployments across healthcare, construction, and autonomous operations on multiple continents. This is not a pilot-stage company - it is operating at infrastructure scale with committed commercial demand already in place.

GPS Backup = National Security Infrastructure

Terrestrial alternative to satellite-based GPS, resistant to jamming and spoofing. Defense agencies and critical infrastructure operators need positioning that works when satellites don't. This positions the company as essential national infrastructure.

Foundation Layer for Autonomous Infrastructure

Every autonomous system - vehicles, drones, robots, warehouse operations - requires precise real-time positioning. As infrastructure funds invest in smart cities, ports, and logistics hubs, sub-meter positioning becomes the enabling layer for every autonomous operation on those assets.

PPC 8

Composable Edge AI Compute Infrastructure

Core Value Proposition

Datacenter-class AI computing deployed at the edge - portable, ruggedized supercomputers where cloud dependency is not viable.
Patented FabreX memory fabric enables dynamic composition of GPU, compute, storage, and networking resources on demand.
Vendor-agnostic: supports leading GPU and AI chip vendors as well as emerging accelerator companies - eliminates single-vendor lock-in.
Modular hot-swappable sled architecture - field-serviceable in remote locations without downtime or on-site technical staff.
Scales from portable Gryf (carry-on sized, up to 2,500W) to SuperNODE (32-GPU single-node supercomputer) depending on deployment requirements.
Up to 5PB storage capacity via modular sleds - handles massive datasets at the edge without cloud round-trips.

Key Customers & Partners

US defense agencies Multiple US national laboratories Top-tier GPU/chip companies Global telecom equipment manufacturers Major financial institutions Federal research organizations

Infrastructure Fund Talking Points

AI Compute Where Infrastructure Lives

Infrastructure assets - oil rigs, remote energy installations, military bases, broadcasting sites - need AI processing on-site, not in a distant cloud. This delivers datacenter-grade AI at the point of operation, enabling real-time autonomous decision-making on infrastructure assets.

Defense and National Lab Validation

US defense agencies, national laboratories, and federal research organizations - these are the highest-bar procurement environments in the world. Passing their security, reliability, and performance requirements is a validation that no commercial reference can match.

Vendor-Agnostic = Future-Proof Infrastructure

The AI chip landscape is fragmenting rapidly. Infrastructure funds need compute investments that are not locked to a single GPU vendor. Composable architecture means the fund's portfolio companies can adopt the best available accelerator at any point without replacing the platform.

Field-Serviceable in Remote Environments

Hot-swappable modular sleds serviceable by non-specialist staff. For infrastructure assets in remote locations - energy sites, offshore platforms, rural telecom - this eliminates the need for specialized technicians and minimizes downtime on critical compute infrastructure.

PPC 9

Wireless Infrastructure Monitoring

Core Value Proposition

End-to-end wireless monitoring system replacing cabled sensor networks across construction, infrastructure, mining, and rail operations.
Patented long-range mesh networking technology with signal range up to 10 km - enables monitoring of remote and hard-to-access infrastructure assets.
Remote configuration from 450+ km away - eliminates the need for on-site technical staff for sensor management.
Sensor-agnostic: integrates with 25+ distribution and technology partners (Geokon, Sisgeo, Measurand, Encardio Rite) for geotechnical, structural, and environmental data.
Real-time data collection delivering safety enhancement, risk management, and productivity gains without physical cable infrastructure.
Deployed across 22 markets on six continents - proven in tunnels, bridges, highways, tailings facilities, and rail systems.

Key Deployments & Partners

Major MRT/metro projects (Asia-Pacific) Tunnel projects (UK, Spain, Germany, France, Italy) Tailings facility monitoring (Africa) 25+ distribution/technology partners

Infrastructure Fund Talking Points

Real-Time Health Monitoring for Infrastructure Assets

Bridges, tunnels, rail, dams, tailings facilities - every infrastructure asset requires continuous structural and geotechnical monitoring. Wireless systems eliminate cable installation costs and access constraints, making monitoring economically viable across entire portfolios.

22 Markets, Six Continents - Global Infrastructure Coverage

Deployed across major infrastructure projects in Singapore, UK, Spain, Germany, France, Italy, South Africa, and beyond. For a globally diversified infrastructure fund, this is a monitoring platform that operates wherever the fund's assets are located.

Risk Mitigation = Asset Protection

Structural failures in infrastructure are catastrophic - financially, legally, and reputationally. Real-time monitoring with early warning capabilities directly protects asset value and reduces the fund's liability exposure across bridges, tunnels, and mining operations.

Replaces Legacy Cabled Systems at Lower Cost

Traditional wired monitoring requires extensive cable runs, trenching, and physical access to every sensor point. Wireless mesh with 10 km range and remote configuration eliminates this infrastructure cost - faster deployment, lower maintenance, broader coverage per dollar invested.

PPC 10

AI-Powered Energy Grid Optimization

Core Value Proposition

Real-time digital twin platform that creates a complete digital replica of heating, cooling, steam, and CO2 grids from production to end users.
Integrates geographical, weather, and sensor data with physics-based models and AI for continuous optimization.
Delivers measurable results: up to 15% heat loss savings, 10% CO2 reduction, 5% fuel cost savings, 30% faster issue detection.
Enables 20% lower CAPEX through optimized grid design and simulation of future scenarios before capital deployment.
Improves profit margins by 4-6 percentage points for utility operators through automated production scheduling, temperature, and pressure control.
Minimal data requirements and fast integration with existing systems - measurable ROI with fast payback.

Key Deployments

Major European energy utilities Large-scale district heating operators Industrial steam grid operations Municipal heating networks across Europe Revenue tripled in under 3 years

Infrastructure Fund Talking Points

Direct Optimization of Energy Infrastructure Assets

Heating and cooling grids are core infrastructure assets across European cities. A digital twin that reduces heat loss by 15% and fuel costs by 5% directly improves the operating margin and valuation of these assets - measurable impact on fund returns.

Decarbonization is Regulatory Mandate, Not Optional

European energy regulations require measurable CO2 reductions from heating infrastructure. This platform has demonstrated 10% emission reductions and has enabled the closure of coal plants - exactly the decarbonization trajectory regulators and ESG-focused investors demand.

20% CAPEX Reduction Through Digital Simulation

Infrastructure funds deploying capital into grid expansion or renovation can simulate scenarios before committing physical investment. 20% CAPEX savings on multi-million euro grid projects translates to significant capital efficiency across the portfolio.

Proven Revenue Growth at Infrastructure Scale

Revenue tripled in under three years, with deployments across major European utility networks. This is a platform-stage company with demonstrated commercial traction at the scale infrastructure funds operate - not a proof-of-concept.

MAKR Venture Fund

Executive Summary

PPC 1

Core Value Proposition

Key Customers

Infrastructure Fund Talking Points

PPC 2

Core Value Proposition

Key Customers

Infrastructure Fund Talking Points

PPC 3

Core Value Proposition

Key Customers & Partners

Infrastructure Fund Talking Points

PPC 4

Core Value Proposition

Key Customers & Contracts

Infrastructure Fund Talking Points

PPC 5

Core Value Proposition

Validation & Partners

Infrastructure Fund Talking Points

PPC 6

Core Value Proposition

Key Customers & Partners

Infrastructure Fund Talking Points

PPC 7

Core Value Proposition

Key Customers & Backers

Infrastructure Fund Talking Points

PPC 8

Core Value Proposition

Key Customers & Partners

Infrastructure Fund Talking Points

PPC 9

Core Value Proposition

Key Deployments & Partners

Infrastructure Fund Talking Points

PPC 10

Core Value Proposition

Key Deployments

Infrastructure Fund Talking Points