Complete Infrastructure Intelligence
Six Slices. One Platform. Total Control.
Energy companies and telecom operators manage six distinct operational domains — each siloed across different vendors, systems, and countries. Senzary unifies every slice into one Industrial IoT Operating System. From a single power plant to 100 plants across 8 countries. From one tower to thousands. One platform, one taxonomy, one truth.
$1.4M
TTM Revenue
20+
Enterprise Clients
180+
Facilities Live
12+
Countries
500+
Sensor Types
Platform Positioning
What SAP is to ERP — Senzary is to Industrial IoT.
Pre-designed, pre-integrated, plug-and-play industrial applications built on the IoT-LogIQ OS. Deploy a new slice in hours — not months of custom development. Land on one use case. Expand to all six. AES started with one motor. Today: 200+ motors, 8 countries.
MCP AI — in production
Gartner: 3–6yr away
Multi-tenant
Edge + Cloud
ISO 50001
Sourcewell Gov
99.9% Uptime
Series A · $4–6M
Validated Enterprise Deployments · Energy + Infrastructure
AES Energy
Predictive maintenance · Oracle OPC · 200+ motors · 8 countries · data centers
$500K+ · Energy
ENI Las Bocas
156 SmartBadges · H2S monitoring · vessel tracking · emergency response · Mexico
$120K+ · O&G
Panama Canal
Critical infrastructure · vessel tracking · environmental monitoring · personnel safety
Active · Gov/Infra
EPR Central Am.
1,800km 230kV grid · LoRaWAN on transmission towers · 6 countries · active PoC
Active PoC · Utility
Aruba Water
Island-wide LoRaWAN · 20 pump stations · odor control · predictive maintenance
$250K · Water
P&G · Clarios
Manufacturing IoT · Clarios: 1 sensor → 5 plants · P&G: $30K overlay on $500K Siemens
$220K+ · Industry
Six Slices of Operational Intelligence — Energy & Telecom Verticals
01
Energy / ESG
EMS & Decarbonization
- Energy monitoring — electricity, gas, water, steam, renewables across all meters
- ISO 50001 automated compliance & audit report generation
- Scope 1, 2 & 3 carbon accounting and ESG KPI reporting
- Renewable generation tracking — solar 300 MWp+, wind, storage
- Peak-valley TOU cost optimization — reduce electricity expenditure
- AI anomaly detection & energy-saving project ROI tracking
Claro Brazil target · 60,000+ endpoints · 120 power plants
02
Operations
Operations & Maintenance
- Predictive maintenance — vibration, ultrasound, temperature (RotaryIQ)
- Earliest-drift detection — catch failure before unplanned downtime occurs
- Automated FMEA at network scale across diverse OEM assets
- Continuous fault monitoring on lines, substations, equipment
- Work orders auto-triggered by real-time sensor threshold events
- SCADA / OPC-UA / Modbus native integration
AES Energy — live · 200+ motors · 8 countries · $500K+
03
Mobility
Fleet Optimization
- Real-time GPS fleet tracking — no proprietary hardware lock-in
- Maintenance crew dispatch & dynamic route optimization
- Fuel consumption monitoring per vehicle, per route, per region
- Job verification & geo-fencing at remote tower and substation sites
- Reduce truck rolls 30–40% through predictive maintenance scheduling
- Fleet carbon footprint & ESG reporting per operator
Target — tower operators · 1,000s of field crews across LatAm
04
Asset Management
Asset Lifecycle Management
- AssetIQ / SmartXHub — full lifecycle commission to decommission
- Warranty, service interval & condition-based lifecycle tracking
- Multi-site, multi-country asset hierarchy with full traceability
- CAPEX planning driven by real degradation & failure data
- Ownership, compliance records & audit trails per asset
- ERP / SAP / Oracle integration for financial alignment
JERA Americas target · 3.8 GW power asset portfolio
05
Telecom / Infrastructure
Tower Monitoring & Billing
- Security & theft prevention — perimeter, access control, motion detection
- Battery health & ML discharge prediction — eliminate emergency visits
- Generator fuel level, runtime & consumption analytics per tower
- Multi-carrier tenant energy billing — automated kWh metering with audit trail
- LoRaWAN mesh — 5–15km per gateway, zero cabling on towers
- Structural health — vibration, inclination, lightning & weather monitoring
ATG Colombia + LatAm · $200–500/tower/yr · 1,000s of sites
06
Safety / Workforce
Job Site Management
- WorkerIQ — real-time personnel tracking, indoor & outdoor without GPS
- H2S, methane & hazardous gas remote monitoring with instant alerts
- Contractor workforce management — headcount, zone access, compliance
- Emergency mustering & lone worker SOS response coordination
- People flow & occupancy analytics across facilities and public spaces
- Safety compliance reporting — incident logs, evacuation records, audits
ENI Las Bocas — live · 156 trackers · H2S · vessel tracking
7-Year Financial Projection — Series A · $4–6M
| Year | Revenue | SaaS ARR | Gross Margin | EBITDA |
|---|---|---|---|---|
| 2026 (Y1) | $1.4M | $680K | 61% | $(103K) |
| 2027 (Y2) | $3.15M | $1.84M | 65% | $(276K) |
| 2028 (Y3) | $6.97M | $4.5M | 69% | $(189K) |
| 2029 (Y4) | $14.7M | $10.2M | 72% | $892K ✓ |
| 2030 (Y5) | $28.9M | $21M | 75% | $4.9M |
| 2031 (Y6) | $51M | $39M | 77% | $12.7M |
| 2032 (Y7) | $87M | $68M | 79% | $27M |
Assumptions: 25% NRR · PS + hardware margin repriced · $35/vehicle/mo fleet · $350/tower/yr SaaS. See Excel model.
ARR Growth Trajectory
Exit Analysis (Year 7 · 2032)
~$870M
Implied val at 10× Y7 ARR
Series A entry ~$15–18M pre-money
~48–58× multiple
~48–58× multiple
Competitive Moat — Why Not AVEVA, Samsara, or PTC?
MCP AI in Production — Gartner Says 3–6 Years Away
Natural language queries against live sensor data. "Which compressors have anomaly score above 70% this week?" → ranked list + root cause + corrective action. Competitors pitch this on roadmaps. We shipped it.
LoRaWAN Network Advantage — 1,800km Proven on Transmission Grid
EPR Central America: LoRaWAN across 230kV towers, 6 countries, 1,800km — no cabling, 5–15km per gateway. PG&E wildfire use case, Claro tower monitoring, CenterPoint FMEA: all served by the same network architecture no competitor has deployed at this scale.
Pre-Built Energy Verticals — Deploy in Hours, Not Months
Six purpose-built slices pre-integrated on IoT-LogIQ OS. AVEVA requires 6–18 months of system integrator work. IoT-LogIQ deploys a new slice in hours via no-code rules engine. Clarios: 1 sensor → 5 plants in months. AES: 1 motor → 200+ across 8 countries.
Sourcewell Contract — 50,000+ Gov Entities, No RFP Required
Active Sourcewell cooperative purchasing contract #041525-SENZ. Any US utility, municipality, airport, or government entity can procure without competitive bid. Duke Energy and PG&E both qualify. Time to contract: days. No competitor has this pathway.
Capability Comparison
| Capability | IoT-LogIQ | AVEVA | Samsara |
|---|---|---|---|
| LoRaWAN native | ✓ | ✗ | ✗ |
| No-code deploy (hours) | ✓ | ✗ (months) | Partial |
| MCP / GenAI in prod. | ✓ | ✗ | ✗ |
| Sourcewell contract | ✓ | ✗ | ✗ |
| Hardware agnostic | ✓ | Partial | Proprietary |
| Tower billing module | ✓ | ✗ | ✗ |
| Gas leak / DustIQ | ✓ | Partial | ✗ |
| 5yr TCO (500 assets) | ~$300K | ~$2M+ | ~$900K |
ISO 50001 Certified
NERC-CIP Compliant
ATEX Hardware Support
99.9% Uptime · 180+ Facilities
ENI O&G · FOAK Proven
$15–20M Qualified Pipeline — Plug & Play Energy Cohort + Strategic Partners · April 2026
US Electric Utility · P&P
CenterPoint Energy
Automated FMEA at network scale across diverse OEM assets + third-party contractor real-time visibility. Two explicitly stated innovation themes — direct IoT-LogIQ fit with no competition.
FMEA fit
92%
Contractor
85%
Y1 PoC ~$65K · Y3 ARR ~$520K · 5yr LTV ~$2.8M
FMEA AutomationWorkerIQ
Global Power · Japan / US · P&P
JERA Americas
Japan's largest power company. 3.8 GW power assets in Americas. AssetIQ + predictive maintenance entry. Chiyoda SPERA H₂ LOHC co-investment creates direct three-way Japan market pathway.
Portfolio
3.8 GW
Pathway
Japan
Y1 ~$120K · Y3 ARR ~$750K · Japan entry = 10× expansion
AssetIQ + PdMJapan pathway
US Utility · P&P · 6 States
Duke Energy
RotaryIQ on combustion turbines. SmartGen engineers: "tools that don't just say the problem is, but tell us what to do." AssetIQ cable reel tracking, FleetIQ storm response, WorkerIQ substation safety. 4 pilots scoped Q2–Q4 2026.
Documented savings
$3.5M/yr
Coverage
6 States
Y1 PoC ~$95K · Y3 ARR ~$2M · 5yr LTV ~$9M
RotaryIQ + FleetIQSourcewell no-RFP
CA Utility · Wildfire · P&P
PG&E
195-item R&D roadmap. 4 high-alignment items identified: predictive asset diagnostics (#21), continuous fault monitoring (#23), above-ground gas leak detection (#59 — DustIQ), third-party data aggregation (#24). R&D PoC track first; platform sale follows proof.
Top item fit
90%
Item #21 · wildfire
Gas leak fit
82%
Item #59 · DustIQ
Track 1 R&D PoC ~$75K · Y3 ARR ~$1.2M · 5yr LTV ~$5.2M
DustIQ #59LoRaWAN wildfire
Telecom + Energy · Brazil
Claro Brazil
Vem pelo Sol — 120 power plants, 300 MWp solar, 60,000+ endpoints. Verbatim: "Not dashboards — guiding decision-making." IoT-LogIQ is the only decision engine in the cohort. ISO 14064/67 audit compliance is a regulatory obligation, not an option.
60,000+
endpoints · Y1 ~$850K · Y3 ARR ~$4.5M
Fastest in cohortISO 14064 ESGBrazil → LatAm
Transmission Utility · LatAm · CVC
ISA / INNDIGO
72,849km circuit · 6 countries. Panama Canal (active Senzary client) is the proven entry point. PoC → Venture Client → CVC co-investment. INNDIGO manages a $150M CVC fund with direct IoT platform mandate. Series B+ pathway.
$150M
INNDIGO CVC fund · 5yr LTV ~$3.5M + co-invest
Panama active clientCVC pathway
Tower Ops · Colombia → LatAm
ATG / American Tower
Security + battery lifecycle + generator fuel + multi-carrier tenant billing. Active discussions. Platform contract model — not spot quotes. $200–500/tower/yr SaaS. Thousands of sites addressable across LatAm.
$200–500
/tower/yr · Y1 ~$932K (500 towers) · Y3 ARR ~$1.5M
Tower billingBattery MLLoRaWAN mesh
EPC Channel · LNG · H₂ · FOAK
Chiyoda Corporation
EPC giant — LNG, hydrogen, petrochemical FOAK/NOAK facilities globally. ENI Las Bocas = direct credential for Chiyoda's exact client environment. O&M bundle model: Senzary embedded at facility handover. 40+ projects/yr. SPERA H₂ LOHC → JERA Japan three-way pathway.
Channel
40+ projects/yr · 5yr LTV ~$8M+ · JERA Japan entry
ENI credentialO&M bundleJERA bridge
Full Pipeline Summary · Combined 5yr LTV
Source: Plug & Play Energy Cohort partner sessions · April 2026
CenterPoint
$2.8M
5yr LTV
JERA Americas
$4M
5yr + Japan
Duke Energy
$9M
5yr · 6 states
PG&E
$5.2M
3-track R&D → platform
Claro Brazil
$12M
5yr · LatAm
ISA / INNDIGO
$3.5M
5yr + CVC
ATG + Chiyoda
$13M+
channel · 5yr
Combined LTV
$49.5M+
top 7 accounts
$49.5M+
Combined 5yr LTV · top 7
$15–20M
Qualified pipeline
10–50×
Pilot to lifetime ratio
8
P&P Cohort Partners
The pattern is proven: AES started with one motor, today 200+ motors across 8 countries. Duke has 4 pilots scoped and ready to execute in Q2–Q4 2026. Claro is the fastest revenue path in the cohort — 60,000+ endpoints and ESG compliance obligations that make switching cost prohibitive once embedded. PG&E's R&D track converts to platform contract after PoC proof. Chiyoda as a distribution channel replaces multiple individual enterprise cycles. The Series A converts this qualified energy + telecom pipeline into signed platform contracts — funding the commercial motion, not the technology.