Consolidation to Acceleration

The Velocity Report

To Our Investors, Collaborators, & Future Partners,

In just 30 days since our platform pivot, Shuffle has ignited unprecedented interest from top tier enterprise champions. GFP Real Estate, Skanska, the NYC Mayor’s Office, and key Defense channels are actively engaging us. This level of inbound demand confirms that decision makers across critical infrastructure are urgently seeking our integrated spatial intelligence platform.

Immediate Milestones

• NYC Mayor's Office (This Week): Advancing city wide pilot discussions with the Office of Climate & Environmental Justice. We've established three key points of contact and are deepening our engagement, with clear needs verbalized and pilot opportunities emerging.

• GFP Real Estate (This week): Kicking off 3D intelligence pilot for portfolio properties

• Construction Tech Summit (Early May): Presenting our Worker Safety Agent to industry leading executives, with confirmed attendance and engagement from Skanska, Turner Construction, and key strategic players across the construction technology ecosystem. This presentation represents a critical opportunity to demonstrate our Worker Safety Agent's capabilities to decision makers controlling billions in construction infrastructure and safety investments.

Partnerships & Distribution

• Construction Tech Alliance: Official industry endorsement unlocking major enterprise pipelines.

• Skanska: Integration pilot development with their Director of Emerging Tech.

• NYC Mayor’s Office: (Climate & Environmental Justice) city wide pilot opportunities.

• Sentry AI: Hardware partnership with a 30% commission model. Instant distribution at zero incremental CAC.

• GFP Real Estate: Deployment of our Spatial Scan module across their commercial portfolio.

The velocity of these wins and validation in just 30 days defies the typical enterprise cycle. We’re answering urgent infrastructure needs that decision makers are actively seeking solutions for, and executing relentlessly to stay ahead.

The Spatial Data Layer

Our technical architecture has evolved significantly, reflecting our understanding of customer needs:

User Interface Layer
├── 3D Spatial Visualization
├── Real Time Alert Dashboard 
└── KPI Reporting Interface

Verticalized Agents Layer
├── Compliance Reporting Agent
├── Structural Health Agent
├── Worker Safety Agent
├── Predictive Maintenance Agent
└── Security & Access Control Agent

Core Spatial Intelligence Platform
├── Proprietary Registration Engine
├── Edge Computing Framework
├── Multi modal Sensor Fusion
└── Spatial Memory Database

Data Acquisition Layer
├── LiDAR Integration
├── Photogrammetry Processing
├── IoT Sensor Network
├── Legacy System Connectors
├── Satellite Imagery Streams
├── Multispectral Imaging
├── Thermal Sensor Integration
├── Edge Computing Data Collectors
├── Geospatial Data Aggregation
└── Machine Learning Feature Extractors

Three critical advantages:

1. Edge Responsiveness: 200ms response vs. 2+ seconds for cloud alternatives

2. Cross Validation Accuracy: Multiple sensor inputs create higher fidelity than single source systems

3. Compound Learning: Each deployment improves performance across all customer implementations

Our platform generates exponential returns as the dataset grows creating the defensible moat that supports billion dollar outcomes and lasting enterprises.

Market Dynamics | Deep Tech Signals

The deep tech landscape is revealing a clear pattern of innovation that we're strategically positioning ourselves to exploit. Three critical signals are reshaping how transformative technologies create value:

Infrastructure Layer Dominance Roboflow demonstrated the power of a unified dataset layer by building unstoppable momentum in computer vision. We're applying this exact model to infrastructure, with a critical enhancement—deep IoT integration that provides bulletproof performance and validation. Where others see a dataset, we see a living, breathing ecosystem of spatial intelligence.

Edge Intelligence Premium The market is speaking loudly and clearly: there's a 40-60% premium for systems that operate at the edge without cloud dependence. Our technical architecture is purposely refined to capitalize on it. We're delivering computational intelligence at the point of data generation (where it matters most).

Verticalized Agent Value Domain Specific AI agents are commanding 3-5x multiples over generalist infrastructure plays. We're not just building agents; we're creating a data driven platform layer with vertical agents that translate complex technological potential into immediate, actionable insights.

Platform Layer: Our Nominal Inspiration

Our platform strategy draws inspiration from Jason Hoch and Nominal, a beacon of deep tech innovation. Nominal demonstrated how a purpose built platform layer can enable and accelerate hardware integration across complex enterprise ecosystems. Like Nominal, we're building a platform that transcends point solutions

• Enables rapid hardware integration

• Provides edge computing capabilities

• Delivers mission critical performance

• Accelerates enterprise technology adoption

To Jason Hoch, your mentorship has been invaluable. Beyond being a North Star, you've demonstrated the power of relentless technical rigor and strategic velocity. Your approach to edge native systems, platform engineering, and executing on massive technological bets has been a profound inspiration.

Market Validation

Recent funding rounds underscore the massive potential in our space. 12Labs' raise demonstrates investor appetite for applied vision companies, while Flock Safety's $1B valuation confirms the continuous demand for AI-powered vision and hardware solutions.

We're positioned at the perfect convergence of massive markets:

• Commercial Real Estate: $1T+

• Global Construction: $12T

• Infrastructure Resilience: $93B annually

Our laser focused approach to the built world and modular data collection allows us to attack immediately accessible, urgent use cases with clear ROI across industries controlling billions in capital expenditure.

Defense & Infrastructure

Our technical architecture is proving particularly valuable for defense applications an insight we gleaned from direct conversations with military engineering contacts. The spatial registration engine we've developed enables:

• Perimeter Integrity Monitoring: Sub millisecond threat detection across physical boundaries using hybrid sensor arrays

• Structural Health Analysis: Predictive stress point identification using proprietary vibration analytics (In phase 1)

• Personnel Safety Systems: Edge computed proximity awareness that functions even in GPS denied environments

• Mission Critical Hardening: System redundancy that continues functioning through partial infrastructure failures

The DoD has signaled interest in our approach to spatial intelligence for field deployment scenarios. We will keep driving execution across our construction, building out production grade, scalable systems while deepening our DoD funnel.

The platform will continually iterate with mission critical requirements in mind, so it’s always ready for field deployment. Our architecture is engineered for zero failure and high stakes scenarios with the City’s and Nation’s interests in mind.

Talent

On the engineering front, Beza, a senior Bloomberg engineer, has begun collaborating on key components of our spatial registration engine. This addition brings high performance distributed systems expertise directly into our core architecture.

Our platform capabilities are advancing through strategic collaborations with Carnegie Mellon University:

Dr. James H. Garrett, CMU Provost, brings pioneering research in structural intelligence and AI sensor systems that directly informs our platform's next generation capabilities.

Dr. Burcu Akinci, Department Head of Civil and Environmental Engineering, has groundbreaking research in integrating building information models with advanced data capture technologies

We're attracting specialized technical talent like Dr. Rachael Lau, whose disaster and risk engineering expertise in remote sensing would strengthen our capabilities and open distribution channels into federal agencies.

This close collaboration with world class academic researchers ensures we're building on decades of validated research rather than reinventing the wheel. We're staying close to real scientists and field experts who have spent their careers solving the exact problems we're addressing at scale. Rigorous research and real world data anchors our platform’s insights in the only truly objective truth this universe offers: science.

My role as founder is to integrate these diverse expertise streams into a cohesive product vision, executing rapidly to secure this caliber of talent before our competitors can begin their approach.

Ecosystem

I want to express genuine gratitude to three institutional funds (you know who you are) who have opened their ecosystem to us, introducing Shuffle to their portfolio companies and sparking incredible cross pollination of ideas. Your authentic commitment to innovation stands in stark contrast to the passive, wait and see approach we've encountered elsewhere.

Similarly, the teams at Insight Partners, Brex, and Carta have provided consistent support, pragmatic feedback, and valuable introductions that demonstrate what true value add looks like in venture. Special thanks to Jack Xiu from AlphaSquare and Gedion Haddis from Camber Creek for providing value, insight, and drilling on the qualitative market landscape with me. These collaborative sessions and soundboarding conversations have proven invaluable in refining our strategic approach.

On the defense front, Will (Space Force) has been instrumental in providing deep insight into the infrastructure needs of military operations and opening up collaboration opportunities across civil engineering contractors and computer vision dependent divisions.

These relationships exemplify the caliber of partners we seek.

Funding Momentum & Timeline

We've allocated $300K in confirmed commitments toward our targeted $1.5M pre-seed raise at a $15M valuation, with growing interest that's pushing us toward oversubscription. Given this momentum and to maintain our focus on execution, we're closing this pre seed tranche by May 15th, with no investor meetings after May 14th. We're currently finalizing allocation decisions with a select syndicate of strategic investors who bring tangible value to our distribution, hardware partnerships, and technical recruitment efforts.

Following this close, we'll immediately shift focus to working with our enterprise partners (Skanska, GFP), preparing our worker safety pitch for the Construction Tech Summit, and deepening our NYC pipeline. After establishing a repeatable sales cycle with these initial clients, we'll be well positioned for our full seed round with strategic partners already in the pipeline.

The Valley Calls

We stand at a clear inflection point. The momentum is building rapidly, and the choice for pre-seed stage investors is clear. Capitalize on this opportunity now, or watch it accelerate without you.

I've demonstrated consistent execution across product, enterprise sales, strategic partnerships, and technical leadership. A combination unprecedented for a founder at any stage, location or industry. This full stack capability allows us to move with a velocity that specialists simply cannot match.

We're filing patents on our architecture and limiting detailed technical discussions to close partners and investors only. The cross validation we've received has only strengthened our resolve to build a category defining company.

Silicon Valley Expansion

In late June, we're moving into the Silicon Valley ecosystem. This is a strategic move to expand our distribution channels, engage with top tier venture capital firms, and tap into the west coast's deep engineering talent pool.

Our objectives are direct: meetings with key venture investors, critical enterprise introductions across tech infrastructure companies, and positioning ourselves to attract world class engineering talent. We'll establish our narrative at the convergence of spatial intelligence, infrastructure technology, and edge computing.

The Journey Ahead

After a 6 week stretch of socializing, community building, and deepening both pre seed and seed funnels, I'm making a strategic shift. The context switching was critical during this phase, allowing me to drill into our positioning, perfect our narrative, and significantly increase top of funnel engagement while building a founder brand that opens doors.

With that foundation established, our GTM momentum requires me to be highly selective with my time. I'm done with general ecosystem events that don't directly connect to our ICP or business development opportunities. I've paid my dues building in the ecosystem and now see with crystal clarity where I can derive and provide value.

Transition Plan:

• Dual Mode through May: engineering, product roadmap & maintaining relentless enterprise momentum

• Full Time CEO: Once our first two founding engineers are on board, transitioning to scale partnerships, fundraise, and prep for SF

The San Francisco trip feels like a homecoming I didn't know I needed. My heart understands what my mind has been calculating, this is where our narrative expands, and where our potential becomes unquestionable.

For those who have been waiting on the sidelines the train is leaving the station. Our round is oversubscribing, and our SF expansion in June will accelerate this momentum further. The most valuable allocation slots are filling rapidly.

To our existing investors and champions your early belief is being validated daily. The technical foundation, market demand, and execution capacity are aligning perfectly for the billion dollar opportunity we outlined.

Join Our Journey

I am committed to building a deep tech winner in New York, with all pieces perfectly aligned. After confirmed meetings with Rockyard, I'm zeroing in on the remaining East Coast funds including Lux, Union Square, and Box Group. Our East Coast investor funnel will be complete once these conversations conclude.

We're seeing strong interest from institutional players in the Middle East and global funds with strategic footprints. These potential partnerships offer distribution potential that extends far beyond capital.

As we evaluate partners, we're weighing critical factors:

• Distribution capabilities and pipeline access

• Speed and decisiveness

• Business development opportunities

• Sales cycle refinement potential

• High leverage value adds (PR, content, podcast connections)

• Exclusive events and future talent incentives

• Conviction and alignment with our mission

Our current pre seed round offers limited allocation:

• $100K anchor slots for venture funds (follow-on upon mutual alignment)

• $25K-50K allocations for strategic angels

Our investor pack, SAFE documents, and wire instructions are available upon request. Reply to this email, and I'll personally share the materials. If you know aligned investors who can move quickly and add tangible value, I welcome warm introductions, but time is of the essence.

We will always remember those who demonstrate high conviction when it matters most. The partners joining now will have privileged access to future rounds and will be instrumental in shaping our trajectory as we build a category defining company.

Asfandyar Khan

CEO, Shuffle

[email protected] | 919-627-4290

Shuffle is an applied vision platform that combines edge processed visual intelligence with IoT sensor validation, layered with specialized vertical agents to deliver millimeter-precise spatial insights and real-time analytics across critical infrastructure.