For Investors & PE Analysts

Investor Materials

Pricing methodology, modeled ROI range with published math, risk factors, and PE Data Room access. Every projection is labelled MODELED and traces back to a published methodology. No return is promised or implied. All projections are modeled design targets — not measured outcomes.

ROI Methodology

The ROI target is modeled from first principles. The math is published and reproducible. It is a design projection, not a measured outcome.

● MODELED — Design target (not a measured outcome)

ROI Target: 10:1 twelve-month TARGET (modeled)

Under base-case assumptions: 15–30% baseline NRW (AWWA SOWI 2024), 12–28% modeled NRW reduction (IWA/AWWA M36), commercial water production cost $0.003–$0.009/gal (AWWA Ref.).

Actual return quantified post-pilot instrumentation. This is a modeled design projection.

● MODELED — NRW reduction range

NRW Reduction: 12–28%

Methodology: IWA/AWWA M36 district metered area approach applied to Ogallala Aquifer region baseline. Range reflects variation in pipe age, material, and pressure conditions.

Pilot instrumentation will quantify actual reduction for Texas County, OK.

Pricing Model

Specific pricing figures are available under NDA in the PE Data Room. The model described here is the methodology framework.

● PROPOSED — Pricing methodology

Subscription + Compliance Fee Structure

Municipal subscription: per-sensor annual fee covering hardware, firmware, monitoring, and audit support
Data center compliance contribution: developer fee based on facility capacity and local water stress index
Specific dollar figures available in PE Data Room (gated — registration required)
Pricing methodology published in GCTS-1 economic framework appendix

Scenario Modeling

Three scenarios modeled. All are projections — none are outcomes.

● PROPOSED — First scenario

Texas County Pilot

50 sensors. Guymon & Hooker, OK. Awaiting county sign-on. This is the only active proposal.

● MODELED — Scenario only

São Paulo-Scale Scenario

Design assumptions stress-tested against published São Paulo and Delhi infrastructure conditions. Not a contract. Not a named counterparty agreement. Modeled to demonstrate scale economics.

Risk Factors

Material risks as of 2026-07-16. This is not a comprehensive risk disclosure.

No deployment exists

0 sensors installed. No revenue generated. All financial projections are model-based.

Texas County sign-on not confirmed

The first and only active proposal (Texas County, OK) awaits county sign-on. If the proposal is not adopted, the pilot timeline is extended indefinitely.

Ordinance adoption required

The compliance fee funding model requires council adoption of an ordinance. No ordinance has passed in any jurisdiction.

Hardware not procured

Sensor specifications are based on commercially available components but have not been procured or tested in field conditions.

Projection methodology unvalidated by field data

IWA/AWWA M36 methodology is independently valid. Its application to Texas County conditions has not been validated by field instrumentation.

PE Data Room

Detailed financial modeling, CapEx breakdown, and thermodynamic analysis for qualified investors. Registration required.

● PROPOSED · Gated documents

Project Obsidian — PE Data Room

Contains: AI Data Center CapEx Model v1.2 (XLSX, interactive), Obsidian Feasibility Audit (PDF), PUE/WUE formulas, tornado sensitivity analysis, and CapEx breakdown for a proposed 50 MW NVL72-class retrofit scenario ($395M–$435M modeled range). ● MODELED — sensitivity analysis, not a contract

Access PE Data Room →