Go-to-Market Strategy

The Personal AI Era

AI will be as personal as your phone. We're building the delivery system.

Every major computing shift moved from shared to personal: mainframes → PCs, party lines → cell phones, time-share → always-on broadband. AI is next. Guardian delivers personal AI infrastructure.

The Thesis

Communications is shifting. AI will become as intimate as your phone.

The Pattern

Era Shared → Personal
Computing Mainframe timeshare PC on your desk
Phone Party line / family landline Phone in your pocket
Internet Dial-up shared line Always-on broadband
AI Cloud API calls (today) Your own AI (Guardian)
"You wouldn't share your phone with strangers. You wouldn't let a company read all your texts and sell them. But that's exactly what cloud AI does today. We're building the infrastructure for personal AI."

📱 Current State: Tool AI

Chat windows. Wake words. Sessions that end. Context resets. You go to AI, use it, leave.

  • ChatGPT: Session-based, no memory
  • Siri/Alexa: Single task, context lost
  • Copilots: App-embedded, reactive
  • AI Wearables: Record & transcribe only

🛡️ Future State: Digital Presence

Ambient. Continuous. Anticipatory. AI that acts without being asked. Your digital self.

  • Lifetime context compounds daily
  • Acts on your behalf autonomously
  • Knows you better over time
  • Never leaves, never resets

🧠 Lifetime Context Compounding — This Is What We're Selling

Cloud AI has amnesia. Every session starts from zero. Guardian's core value proposition is context that never dies. Every conversation, every health reading, every preference, every interaction compounds into a unified model of YOU that gets more valuable every day.

Day 1

"I prefer morning meetings" — Castle stores preference

Day 30

Castle knows your sleep patterns, energy peaks, meeting preferences, communication style

Day 365

Castle anticipates needs before you ask. Schedules around your biometrics. Drafts emails in your voice.

Year 5+

Irreplaceable. Switching cost = losing 5 years of accumulated understanding. This is the moat.

Technical Implementation

Context Store Vector database on Castle (local). Embeddings of all interactions, health data, preferences.
RAG Pipeline Every query retrieves relevant context before LLM inference. Personalized responses.
Continuous Ingestion Core streams biometrics + voice + environmental data → Castle processes → Context grows.
Context Snapshots Daily/weekly summaries compressed into long-term memory. Efficient retrieval at scale.
Zero Cloud All context stays on Castle. Encrypted. Owned. Never leaves your home.

Why This Matters for GTM

We're not selling hardware. We're not selling software. We're selling the relationship between humans and AI. The product is Digital Presence. Castle, Core, and Band are the delivery mechanism. The market is everyone who will want their own AI—which is everyone.

GTM Strategy Overview

Two-phase approach: Validate with believers, then expand to mainstream.

2
Phases
24
Month Timeline
3
Launch Products
50
Validation Units

Phase 1: Sovereignty Seekers

Early adopters who already believe in data sovereignty. Zero education required. They understand why personal AI matters because they already custody their own Bitcoin, run their own servers, and left big tech platforms.

  • ✓ Bitcoin/crypto community
  • ✓ Self-hosting enthusiasts
  • ✓ Privacy-conscious professionals
  • ✓ Tech creators/influencers

Phase 2: Mass Market

Once "your own AI" is normalized by early adopters and validated by clinical pilots, expand to mainstream consumers and healthcare.

  • ✓ Privacy-aware families
  • ✓ Healthcare/RPM
  • ✓ Enterprise (air-gapped)
  • ✓ Subscription-fatigued consumers

Launch Architecture

Core + Castle ship together. Everything connects through Core to Castle. This is non-negotiable.

🏰 CASTLE 🎧 CORE ⌚ BAND

Castle = Brain (all AI processing) | Core = Hub (BLE relay, voice, sensors) | Band = Biometrics

Phase 1: Validation

Months 1-12 — 50 bundles, $57,500 revenue target, product-market fit

What We're Actually Selling

Not hardware. Not software. Context that compounds.

The Castle + Core bundle delivers an AI that remembers everything, learns continuously, and never resets. Day 1 it's a local AI assistant. Day 365 it knows your health patterns, communication style, preferences, and can anticipate needs before you ask. That accumulated context is the product—and it only exists on Guardian.

🏰
Castle
Context brain + LLM
🎧
Core
Context collector
📈
Context
The actual product
Launch Bundle $1,148 / unit
Product Price COGS Margin
Castle Home $899 $450-550 33-50%
Voyager Core $249 $77-111 55-69%
Bundle Total $1,148 $527-661 42-54%

Target Customers

₿ Bitcoin Community

Self-custody mindset. Already understand sovereignty. Will pay premium for local-first.

  • Bitcoin conferences (Bitcoin 2025, etc.)
  • Podcasts (WBD, TFTC, Citadel Dispatch)
  • Nostr / Bitcoin Twitter

Native Bitcoin Stack

Castle runs Bitcoin node, Lightning, Nostr relay. Pay in BTC. Hardware-secured signing. This isn't a feature—it's table stakes for this audience.

🖥️ Self-Hosters

Already run their own infrastructure. NAS users. Homelab enthusiasts. Early adopters.

  • r/selfhosted, r/homelab
  • Hacker News
  • Tech YouTube (Level1Techs, etc.)

🔐 Privacy Professionals

Lawyers, doctors, executives with real data sensitivity. HIPAA/confidentiality requirements.

  • Legal tech conferences
  • Healthcare IT communities
  • Executive networks

50-Unit Allocation

25 Paid Customers

Full price. Real validation. These are the users whose feedback shapes the product.

  • → Revenue: $28,700
  • → Direct sales (founder-led)
  • → Conference demos → conversions

25 Seeded Influencers

Hardware cost only. Content creators, podcasters, tech reviewers who will amplify.

  • → Cost: ~$15,000 (COGS)
  • → Bitcoin/privacy podcasters
  • → Tech YouTube creators

Phase 1 Timeline

Months 1-3: Pre-Production

Final engineering. First 10 prototype units. Seed to 5 key influencers for early content. Founder-led sales to first 10 paid customers.

Months 4-6: Limited Release

Production run of 50 units. Ship remaining 15 paid + 20 seeded. Collect feedback. First public demos at Bitcoin conference.

Months 7-9: Iteration

Hardware/firmware updates based on feedback. Case studies from early users. Content flywheel begins (user testimonials, review videos).

Months 10-12: Validation Complete

Product-market fit determined. NPS measured. Prepare for Phase 2 production scale. Clinical pilot planning begins.

Phase 2: Scale

Months 13-24 — Funded by Phase 1 validation + Series A

Consumer Expansion

"Your own AI" concept normalized by Phase 1 early adopters. Now expand to mainstream.

  • → Direct e-commerce (grd-ai.com)
  • → Paid acquisition testing
  • → Retail pilot (if applicable)
  • → International expansion

Target: 1,000-2,500 units

Clinical/Healthcare

Band Med enters. FDA 510(k) pathway. B2B sales to healthcare facilities.

  • → Castle Medical + Core + Band Med bundle
  • → Memory care facilities
  • → Home health agencies
  • → Clinical trial partnerships

Higher margins, longer sales cycles, stickier

Why Healthcare Phase 2 (Not Phase 1)

Consumer First Rationale

  • ✓ Faster feedback cycles
  • ✓ No regulatory delay to market
  • ✓ Proves platform before clinical
  • ✓ Early adopters tolerate iteration

Healthcare Phase 2 Advantages

  • ✓ Consumer validation = credibility
  • ✓ 510(k) uses real-world data
  • ✓ FDA clearance = marketing asset
  • ✓ B2B funded by consumer revenue

Enterprise/Government (Phase 2+)

🏢 Enterprise

SOC 2, GDPR compliance. Air-gapped deployments. On-prem AI that never leaves the building.

  • Law firms (confidentiality)
  • Financial services (data residency)
  • Research institutions

🏛️ Government

FedRAMP pathway. ITAR compliance. Zero cloud dependency enables classified environments.

  • Defense contractors
  • Intelligence community
  • Critical infrastructure

Total Raise Summary

Complete 24-month funding requirement, broken down by phase.

Phase 1: Validation (Months 1-12) $2,304,625
Category Amount Details
GTM Phase 1 $425,000 Influencers, events, content, community, founder sales
Engineering Team (12mo) $655,000 EE $150K, FW $140K, SWE1 $150K, ML/AI $140K (9mo), SWE2 $75K (6mo)
Hiring & Benefits (Phase 1) $148,250 Recruiting 5 × $10K, benefits 15%, equipment $35K
Executive Compensation (12mo) $385,000 CEO $150K, COO $120K, CFO $115K
IP Protection (Phase 1) $75,000 3 provisional → full patents $45K, trademarks $15K, FTO $15K
Facilities (12mo) $77,000 Rent $42K, setup $35K
Manufacturing (Phase 1) $287,250 50 units production, tooling, FCC/CE/UL certs
Reserve $252,125 ~12% contingency buffer
PHASE 1 TOTAL $2,304,625 12-month runway to PMF
50
Units Shipped
8
Team Size
$57K
Revenue Target
PMF
Key Milestone
Phase 2: Scale (Months 13-24) $3,787,875
Category Amount Details
GTM Phase 2 $1,200,000 Paid acquisition, healthcare sales, clinical pilots, FDA, trade shows
Engineering Team (12mo) $730,000 EE $150K, FW $140K, SWE1 $150K, SWE2 $150K, ML/AI $140K
Benefits (Phase 2) $109,500 15% of Phase 2 salaries
Executive Compensation (12mo) $385,000 CEO $150K, COO $120K, CFO $115K
IP Protection (Phase 2) $75,000 2 new provisionals $10K, office actions $5K, international PCT $50K, counsel $10K
Facilities (12mo) $42,000 Rent only (setup complete)
Manufacturing (Phase 2) $1,463,500 1,500 consumer + 150 clinical units, FDA certs, working capital
Reserve $217,125 ~6% contingency (lower risk post-PMF)
PHASE 2 TOTAL $3,787,875 12-month runway to Series A
1,650
Units Shipped
15
Clinical Sites
$2M+
Revenue Target
FDA
510(k) Submitted

Combined Raise

Phase Timeline Amount Key Outcome
Phase 1 Months 1-12 $2,304,625 50 units, PMF validated, Bitcoin community traction
Phase 2 Months 13-24 $3,787,875 1,650 units, $2M+ revenue, FDA submission
TOTAL RAISE $6,092,500 24-month runway
$6M
Total Raise
24
Month Runway
1,700
Units Produced
8
Full-Time Team

What This Delivers

  • ✓ 3 founders + 5 engineers for 24 months
  • ✓ 1 healthcare sales hire (Year 2)
  • ✓ Full context compounding pipeline
  • ✓ Native Bitcoin stack (node, Lightning, Nostr, signing)
  • ✓ Lab + office space fully equipped
  • ✓ 50 validation units (Phase 1)
  • ✓ 1,500 consumer units (Phase 2)
  • ✓ 150 clinical units across 15 pilot sites
  • ✓ FDA 510(k) submission
  • ✓ FCC, CE, UL, Bluetooth certifications
  • ✓ 6 patents + trademarks protected
  • ✓ Major conference presence (Bitcoin, HIMSS, CES)

Milestones Unlocked

  • Month 6: First 50 units shipped
  • Month 12: Product-market fit validated
  • Month 15: Clinical pilots begin
  • Month 18: 510(k) submitted
  • Month 24: $2M+ revenue, FDA pending

Series A Position

Revenue + FDA clearance + proven PMF = strong Series A at higher valuation.

Round Structure (Suggested)

Raise Amount $6M
Pre-Money Valuation $18M
Post-Money Valuation $24M
Equity Offered 25%
Instrument Priced Seed or SAFE

Budget & Use of Funds

Line-item breakdown. Every dollar accounted for.

Phase 1: Validation $425,000

Months 1-12 — Prove product-market fit with 50 units

Influencer Seeding — $75,000

Hardware (25 units × $600 COGS) $15,000
Shipping & packaging (25 × $50) $1,250
Onboarding support (25 × $200 labor) $5,000
Content co-creation budget $25,000
Influencer travel/meetups $15,000
Swag/accessories $5,000
Buffer for additional units $8,750

Events & Conferences — $100,000

Bitcoin 2025 (booth, travel, lodging) $35,000
Privacy/security conference (DEF CON, etc.) $20,000
Self-hosting meetups (5 × $3K) $15,000
Demo units for events (10 × $600) $6,000
Booth materials, signage, displays $12,000
Event staffing (contractors) $8,000
Contingency $4,000

Content & Collateral — $50,000

Product video production (hero video) $15,000
Explainer/tutorial videos (5 × $3K) $15,000
Photography (product shots) $5,000
Documentation/user guides $5,000
Case study production (3 × $2K) $6,000
Graphic design/brand assets $4,000

Community Building — $50,000

Community manager (part-time, 12mo) $30,000
Discord/forum infrastructure $2,000
Developer documentation $8,000
Bug bounty / beta rewards $5,000
Community events (virtual) $5,000

Founder Sales Support — $75,000

Travel (flights, 24 trips × $500) $12,000
Lodging (24 trips × $300) $7,200
Demo equipment / backup units $5,000
Customer dinners/meetings $10,000
CRM / sales tools $3,000
Customer support tooling $5,000
Pilot site support (on-site setup) $20,000
Misc expenses $12,800

Legal & Contracts — $25,000

Terms of service / privacy policy $8,000
Pilot/beta agreements $5,000
Influencer contracts $3,000
Trademark filings $4,000
General counsel retainer $5,000

Reserve — $50,000

Opportunity fund (unexpected partnerships) $25,000
Emergency/overrun buffer $25,000
Phase 2: Scale $1,200,000

Months 13-24 — Consumer expansion + clinical pathway

Paid Acquisition Testing — $300,000

Meta (Facebook/Instagram) ads $100,000
Google/YouTube ads $75,000
Podcast sponsorships (10 × $5K) $50,000
Retargeting campaigns $25,000
A/B testing / creative production $30,000
Attribution/analytics tools $10,000
Agency fee (if outsourced) $10,000

Healthcare Sales (1 Hire) — $200,000

Base salary (experienced healthcare rep) $120,000
Commission/bonus pool $40,000
Benefits / payroll taxes $20,000
Travel (24 trips × $500 + lodging) $15,000
Sales enablement tools $5,000

Clinical Pilots — $250,000

Pilot hardware (15 sites × $10K bundle) $150,000
On-site installation/training (15 × $3K) $45,000
Pilot support staff (contract) $30,000
Data collection/reporting tools $10,000
IRB/ethics review fees $15,000

Regulatory Consulting — $150,000

510(k) preparation consultant $75,000
Clinical testing protocols $25,000
FDA pre-submission meetings $15,000
Quality management system (QMS) $20,000
Biocompatibility testing $15,000

Trade Shows — $150,000

HIMSS (healthcare IT) — booth + travel $50,000
CES (consumer electronics) — booth + travel $45,000
Bitcoin 2026 $25,000
Regional healthcare conferences (3 × $5K) $15,000
Booth materials refresh $10,000
Demo units / giveaways $5,000

PR & Launch — $100,000

PR agency retainer (6 months) $60,000
Press event / launch party $15,000
Press kit production $5,000
Clinical results white paper $10,000
Media tour travel $10,000

Reserve — $50,000

Opportunity fund $30,000
Emergency buffer $20,000
PHASE 2 TOTAL $1,200,000

GTM Budget Total

Phase 1: Validation $425,000
Phase 2: Scale $1,200,000
GTM TOTAL (24mo) $1,625,000

Team & Hiring Plan

Minimum team to ship Castle + Core + Band and execute GTM.

Core Team (Required) $1,677,750 / 24mo
Role Start Annual Salary 24mo Cost Responsibility
Electrical Engineer Month 1 $150,000 $300,000 PCB design, power management, sensor integration
Firmware Engineer Month 1 $140,000 $280,000 ESP32, BLE stack, device communication, OTA
Software Engineer #1 Month 1 $150,000 $300,000 Context store, RAG pipeline, Castle OS, APIs
Software Engineer #2 Month 6 $150,000 $225,000 Bitcoin node, Lightning, Nostr relay, BTC payments, hardware signing
ML/AI Engineer Month 3 $160,000 $280,000 Local LLM optimization, model tuning, inference
CORE TEAM TOTAL $1,385,000

Hiring Costs & Benefits

Recruiting (5 hires × $10K) $50,000
Benefits / payroll taxes (~15%) $207,750
Equipment (laptops, dev boards, tools) $35,000
Coworking / office (optional) $0
TOTAL TEAM COST (24mo) $1,677,750
Phase 2 Additions (Optional) If Needed
Role Start Annual Salary Why
Operations / Supply Chain Month 6 $100,000 Vendor management, production scaling
QA / Regulatory Specialist Month 9 $110,000 Testing, FDA documentation, QMS
Healthcare Sales Month 12 $120,000 + comm Already in GTM budget

These roles can be contracted or deferred based on traction. Healthcare sales already budgeted in Phase 2 GTM.

Team & Hiring Total

Core Team Salaries (24mo) $1,385,000
Recruiting (5 hires × $10K) $50,000
Benefits / Payroll Taxes (15%) $207,750
Equipment $35,000
TEAM TOTAL (24mo) $1,677,750

Executive Compensation

Seed-stage rates (~60% of market). Skin in the game. Increase post-Series A.

Founder Team (24 months) $770,000
Role Name Market Rate Seed Rate 24mo Cost
CEO Craig Engel $250,000 $150,000 $300,000
COO Tammy Engel $180,000 $120,000 $240,000
CFO Lisa Engel $175,000 $115,000 $230,000
EXECUTIVE TOTAL (24mo) $770,000

Seed-stage compensation demonstrates founder commitment. Executive salaries increase to market rate after Series A or profitability milestone.

Facilities

Hardware startup requires physical space for lab, assembly, and team.

Operations Space (24 months) $119,000

Recommended: Small Industrial/Flex Space

Monthly rent (2,000 sq ft flex space, St. George area) $3,500/mo
24-month lease $84,000

Space Requirements

🔧 Lab/Workshop

PCB assembly, soldering stations, test equipment, prototype builds. ~800 sq ft.

💻 Engineering Area

Desks for 3-4 engineers, development workstations. ~600 sq ft.

📦 Storage

Component inventory, finished units, shipping supplies. ~400 sq ft.

🤝 Meeting Space

Investor meetings, video calls, team collaboration. ~200 sq ft.

Facility Setup Costs (One-Time)

Workbenches, shelving, storage $8,000
Lab equipment (soldering, scopes, meters) $15,000
Desks, chairs, monitors $6,000
Internet, security, utilities setup $3,000
Misc / contingency $3,000
SETUP TOTAL $35,000
TOTAL FACILITIES (24mo) $119,000
Rent: $84K + Setup: $35K

Manufacturing & Infrastructure

Hardware production costs based on component-level BOMs.

Bill of Materials Reference From Product Decks
Product BOM Low BOM High BOM Avg Retail Margin
Castle Home $600 $700 $650 $899 22-33%
Voyager Core $77 $111 $94 $249 55-69%
Voyager Band $56 $87 $72 $399 78-86%
Voyager Band Med $83 $124 $104 $549 77-85%
Phase 1: Validation Run (50 Units) $287,250

Hardware Production

Castle Home (50 units × $650 avg BOM) $32,500
Voyager Core (50 units × $94 avg BOM) $4,700
Charging cases, cables, packaging (50 × $30) $1,500
Spare/replacement units buffer (10%) $3,870
Phase 1 Hardware Subtotal $42,570

Tooling & NRE (Non-Recurring Engineering)

Castle enclosure mold (aluminum CNC initially) $25,000
Core housing mold (medical-grade polymer) $35,000
PCB fabrication setup (Castle + Core) $15,000
Test fixtures and jigs $20,000
Assembly line setup (contract manufacturer) $25,000
Quality assurance tooling $10,000
Tooling Subtotal $130,000

Certifications

FCC certification (Castle + Core) $30,000
CE marking (EU compliance) $20,000
UL safety certification $15,000
Bluetooth SIG qualification $8,000
LTE carrier certification (Core) $25,000
EMC testing and compliance $12,000
Compliance consulting $4,680
Certifications Subtotal $114,680
Phase 2: Scale Production $1,463,500

1,500 consumer units + 150 clinical pilot units

Consumer Production (1,500 units)

Castle Home (1,500 × $600 volume pricing) $900,000
Voyager Core (1,500 × $85 volume pricing) $127,500
Packaging, cables, accessories (1,500 × $25) $37,500
Consumer Hardware Subtotal $1,065,000

Clinical Pilot Production (150 units)

Castle Medical (15 sites × $800 medical variant) $12,000
Voyager Core (150 × $85) $12,750
Voyager Band Med (150 × $104) $15,600
Clinical packaging and documentation $5,000
Clinical Hardware Subtotal $45,350

Phase 2 Tooling & Scale-Up

Band Med housing mold (titanium-compatible) $45,000
Production line scale-up (contract mfg) $30,000
Additional test fixtures $15,000
Phase 2 Tooling Subtotal $90,000

FDA/Medical Certifications

510(k) application fee $21,000
Biocompatibility testing (ISO 10993) $35,000
Clinical validation study $50,000
IEC 60601 medical electrical safety $25,000
Quality management system (ISO 13485) $30,000
HIPAA compliance audit $15,000
Medical Certifications Subtotal $176,000

Working Capital & Inventory

Component inventory buffer (30-day supply) $50,000
Finished goods inventory $25,000
Supply chain contingency $12,150
Working Capital Subtotal $87,150

Manufacturing & Infrastructure Total

Category Phase 1 Phase 2 Total
Hardware Production
Castle, Core, Band Med units + packaging
$42,570
50 units
$1,110,350
1,500 consumer + 150 clinical
$1,152,920
Tooling & NRE
Molds, fixtures, PCB setup, assembly line
$130,000
Castle + Core tooling
$90,000
Band Med mold + scale-up
$220,000
Certifications
Regulatory compliance testing & fees
$114,680
FCC, CE, UL, BT, LTE
$176,000
FDA 510(k), ISO 13485, IEC 60601
$290,680
Working Capital
Inventory buffer + supply chain contingency
$0
$87,150
30-day component buffer
$87,150
TOTAL $287,250 $1,463,500 $1,750,750

IP Protection

Defensive moat through patents, trademarks, and trade secrets.

Current IP Status 3 Provisionals Filed

32+ claims across three provisional patent applications. 12-month conversion deadline approaching.

Patent Area Status Claims
Digital Presence Architecture Provisional filed 12 claims
Mirror Device System Provisional filed 10 claims
Local AI Processing Pipeline Provisional filed 10+ claims
IP Budget $150,000

Patent Conversion & Filing — $75,000

Convert 3 provisionals to full utility patents $45,000
→ $15K each (attorney fees + USPTO filing + drawings)
2 new provisional filings $10,000
→ Biometric relay system, contextual snapshot method
Patent search / freedom-to-operate analysis $15,000
Response to office actions (reserve) $5,000

Trademarks — $15,000

Guardian Intelligence (word mark) $2,500
Digital Presence (word mark) $2,500
Castle / Core / Band / Visor / Fold / Conduit $7,500
Logo mark $2,500

International (PCT) — $50,000

PCT application (international phase) $15,000
National phase entries (EU, UK, Canada, Australia) $35,000
→ Can defer to Series A if needed

Ongoing Counsel — $10,000

IP attorney retainer (monitoring, advice) $10,000
TOTAL IP BUDGET $150,000
Without international (defer to Series A) $100,000

Phase 1 Go/No-Go Checklist

Sequential gates. Each must pass before proceeding.

Gate 0: Pre-Funding Before Close

Must complete before accepting investment.

Task Owner Go Criteria No-Go Trigger
Legal entity clean Lisa Corp docs, cap table, IP assignment verified Unresolved ownership disputes
Provisional patents current Craig All 3 provisionals within 12-month window Any provisional expired
Bank account & accounting Lisa Business account, QuickBooks, clean books No proper financial infrastructure
Term sheet signed Craig Lead investor committed, terms acceptable No lead, unfavorable terms
Founder agreements Lisa Vesting, roles, compensation documented Founder misalignment
Gate 1: Team Ready Week 1-4

Cannot start hardware development without engineering.

Task Owner Go Criteria No-Go Trigger
Electrical Engineer hired Craig Signed offer, start date within 30 days No qualified candidate after 60 days
Firmware Engineer hired Craig Signed offer, start date within 30 days No qualified candidate after 60 days
Software Engineer #1 hired Craig Signed offer, context pipeline experience No qualified candidate after 60 days
Facility secured Tammy Lease signed, move-in ready No suitable space in budget
Lab equipment ordered Tammy Soldering, scopes, test equipment on order Lead times > 8 weeks
Dev environment setup Craig Toolchains, repos, CI/CD ready Blocking technical issues
Gate 2: Design Lock Week 5-10

Cannot order components or tooling without frozen design.

Task Owner Go Criteria No-Go Trigger
Castle schematic complete EE Reviewed, no open issues Critical component unavailable
Castle PCB layout complete EE DFM review passed Layout violations unfixable
Core schematic complete EE Reviewed, no open issues Critical component unavailable
Core PCB layout complete EE DFM review passed, flex-rigid validated Form factor impossible
Enclosure CAD finalized Craig Fits PCB, thermal analysis passed Thermal or fit issues
BOM locked Tammy All components sourced, lead times confirmed Key component EOL or unavailable
Design review meeting Craig All stakeholders sign off Unresolved blocking issues
Gate 3: Prototype Validation Week 11-16

Cannot commit to production tooling without working prototypes.

Task Owner Go Criteria No-Go Trigger
Castle PCBs received Tammy 10 boards, no fab defects Fab quality issues
Castle boards assembled EE 5+ units assembled, power-on success >50% assembly failure
Castle boots Linux FW Jetson Orin boots, peripherals detected Hardware/software incompatibility
Castle runs local LLM FW 7B model inference < 2s latency Unacceptable performance
Core PCBs received Tammy 25 boards, flex-rigid intact Flex-rigid yield issues
Core boards assembled EE 10+ units assembled, power-on success >50% assembly failure
Core BLE connects to Castle FW Stable connection, < 100ms latency BLE stack issues
Core LTE connects FW Data connection on test SIM Modem integration failure
Core sensors functional EE/FW PPG, temp, IMU, mic, camera working >2 sensors non-functional
End-to-end voice test FW Voice query → Castle → response < 3s Pipeline broken
Context store operational FW Vector DB running, embeddings stored/retrieved Context pipeline non-functional
RAG retrieval working FW Queries pull relevant context, personalized responses Retrieval fails or irrelevant
Biometric → Context pipeline FW Core health data ingested into Castle context Sensor data not reaching context store
Context persistence test FW Data survives reboot, recallable after 24h Context lost on restart
Thermal validation EE Both devices < 45°C under load Thermal runaway risk
Battery life validated EE Core > 8 hours typical use < 4 hours battery life
Gate 4: Pre-Certification Week 17-20

Cannot ship to customers without regulatory clearance.

Task Owner Go Criteria No-Go Trigger
Pre-scan EMC testing EE Emissions within limits Fails by > 6dB margin
FCC test lab selected Tammy Lab booked, timeline confirmed No availability < 8 weeks
FCC Part 15 submitted Craig Castle application filed Pre-scan failures unresolved
FCC Part 22/24 submitted Craig Core LTE application filed LTE modem certification issues
Bluetooth SIG submitted Craig BLE qualification filed Stack non-compliant
Safety testing (UL/IEC) EE No safety issues identified Fire/shock risk
CE marking prep Craig Technical file started EU market blocked
Gate 5: Production Ready Week 21-24

Cannot ship to customers without production infrastructure.

Task Owner Go Criteria No-Go Trigger
FCC certification received Craig Grant letter in hand Certification denied
Contract manufacturer locked Tammy MSA signed, capacity confirmed No CM available at price point
Tooling complete Tammy Molds T1 samples approved Tooling defects unfixable
Firmware release candidate FW RC1 passes all test cases Blocking bugs unresolved
Bitcoin node operational SWE2 Full node synced, pruned mode available Sync fails or storage issues
Lightning node functional SWE2 Can open channels, send/receive payments Channel management broken
Nostr relay running SWE2 Relay accepts/serves events, NIP compliance Relay non-functional
BTC payment gateway live SWE2 Accept BTC/Lightning for Castle purchase Payment integration failed
Hardware signing tested SWE2 TPM-secured key generation, PSBT signing Security vulnerabilities found
Test fixtures deployed EE Fixtures at CM, validated Test coverage < 90%
Packaging ready Tammy Boxes, inserts, manuals printed Print delays > 2 weeks
Shipping/fulfillment setup Tammy 3PL or in-house ready No fulfillment solution
Support infrastructure Craig Ticketing, docs, FAQ live No support capability
Pilot run complete Tammy 10 units through full production Yield < 80%
Gate 6: Ship Decision Week 25-26

Final go/no-go before customer shipments.

Task Owner Go Criteria No-Go Trigger
50 units produced Tammy All units pass QA, packaged Yield issues, insufficient units
Internal dogfooding complete Team All founders using daily for 2 weeks Critical usability issues
5 beta testers validated Craig External users successful setup Setup failure rate > 20%
No P0 bugs open FW All critical bugs resolved Data loss, security, or safety bugs
25 paid orders confirmed Craig Payment received, shipping addresses < 15 paid orders
25 influencers confirmed Craig Agreements signed, shipping addresses < 10 influencers committed
Legal review complete Lisa Terms, privacy policy, warranty live Legal gaps identified
Founder sign-off All Craig, Tammy, Lisa approve ship Any founder objects

Gate Summary

Gate Timeline Key Deliverable Kill Criteria
Gate 0 Pre-funding Legal/IP clean Unresolved disputes
Gate 1 Week 1-4 Team hired No engineers after 60 days
Gate 2 Week 5-10 Design locked Critical component unavailable
Gate 3 Week 11-16 Prototypes + context pipeline >50% hardware failure OR context non-functional
Gate 4 Week 17-20 Certs submitted EMC failures unresolvable
Gate 5 Week 21-24 Production ready Certification denied
Gate 6 Week 25-26 Ship decision P0 bugs, < 15 orders

⚠️ Hard Stop Triggers

Any of these require immediate pivot or wind-down discussion:

  • ✗ Burn rate exceeds plan by > 30% without board approval
  • ✗ Core hardware architecture fundamentally flawed (requires redesign)
  • ✗ Context compounding pipeline cannot be made functional (this is the product)
  • ✗ FCC certification denied with no remediation path
  • ✗ Key patent invalidated or infringement discovered
  • ✗ < 10 paid customers after 3 months of sales effort
  • ✗ Founder departure without succession plan

Summary

The Pitch

AI will be as personal as your phone. Everyone will want their own AI—not a shared cloud service that mines their data. Guardian is building the delivery system: Castle (the brain), Core (the hub), Band (the biometrics).

Phase 1: Validate with sovereignty seekers who already get it. 50 units. 12 months. Prove product-market fit.

Phase 2: Scale consumer + enter healthcare. FDA clearance becomes marketing asset. Higher margins, regulatory moat.

The moat: Lifetime context that compounds. Architecture that competitors can't copy. Hardware margins that fund everything.

Your GUARDIAN for Life.

Health. Data. Environment. Finances. Travel. Life.

Contact

Schedule a Call

Craig Engel

Founder & CEO, Guardian Intelligence Corporation

[email protected]

435-229-7360

grd-ai.com

Book a Call Full Investor Deck

Success Metrics

What we're measuring and when.

Phase 1 KPIs

Units Shipped 50
Paid Conversions 25
Revenue $28,700+
NPS Score >50
Active Daily Use >70%
Referral Rate >30%

Phase 2 KPIs

Consumer Units 1,000-2,500
Clinical Pilot Sites 10-15
Pilot → Paid Conversion >50%
510(k) Submission Month 18
Consumer CAC <$150
Healthcare CAC <$2,000/facility

Revenue Projections

Phase 1 (12mo)
$57,500
Phase 2 Consumer (24mo)
$1.1-2.8M
Phase 2 Clinical Pilots (24mo)
$500K-1M
Phase 2 Total (24mo)
$1.6-3.8M
Year 3+ (post-FDA)
$10M+ ARR target

Why This Works

Structural advantages that compound over time.

🏰 Lifetime Context Compounds

Cloud AI knows nothing between sessions. Digital Presence accumulates years of your life. The longer you use it, the more it has your back. That's not replicable by switching to a competitor.

🔒 Architecture = Moat

Google/Apple/Amazon can't pivot to local-first without killing their data monetization model. Privacy isn't our feature—it's our business model. They can't copy it.

💰 Hardware Margins Fund AI

50-85% gross margins on hardware. No subscription dependency. Hardware economics enable AI investment without burning cash on customer acquisition.

🏥 Regulatory Moat

FDA 510(k) clearance is an 18-24 month head start. Once cleared, Band Med becomes the credibility anchor for the entire ecosystem.

₿ Bitcoin Native

Self-custody wallet on Castle. Lightning payments by voice. Ties financial sovereignty to the platform. Attracts the most valuable early adopters.