Tethra Systems - 2026 Opportunity Portfolio

Version: 2025-12-22 | Internal Use

TL;DR: Q1 2026: Execute 7-week agile sprint toward Gate A (Week 4) and Gate B (late Feb). Burn ~$220-235k. Produce buyable pilot packages for 4 lanes. Capital: $1M seed in 3 tranches tied to gate evidence.

Company Overview

Tethra Systems LLC is a Hawaii-based infrastructure solutions company delivering deployable power, water, and critical systems for Pacific operations.

Attribute	Value
Founded	2025
Headquarters	Wahiawa, Hawaii
Managing Partner	Owen Cooper
Operations Partner	Hawaii Unified Industries (HUI)
Defense Prime Partner	KUOG Corporation

Status: Pre-revenue; actively developing pilot programs across four market channels.

The Platform Operating System

Tethra's value is a repeatable operating system, not custom projects:

Element	What It Means
Standard Kit	Pre-engineered, deployable systems (not custom builds)
Remote Operations Center	Monitoring, alerting, dispatch from Hawaii
Audit-Grade Telemetry	Every output measured, logged, reportable
Flexible Delivery	Equipment sale, managed service, or hybrid
Module Swap Sustainment	Replace, don't repair; minimize field complexity
Local Workforce	Hawaii-based SME + HUI surge capacity

Platform investments compound across all channels.

2026 Opportunity Summary

Channel	Market	Customer	2026 Target
DoW/KUOG	Military ACE sustainment	USAF PACAF	Phase 0/1 studies
PICSI	Pacific infrastructure	DOI/State/DoD	Phase 1 POC ($25M)
SkyGuard	Hawaii biosecurity	City/State agencies	Pilot (~6 months)
State Construction	Construction microgrids + HADR	Hawaii State	Pilot (2 sites)

Two product families, one platform:

HoloGrid - Deployable power, storage, water (DoW/KUOG, PICSI, State Construction)
SkyGuard - Precision biosecurity + R&D flywheel for ML/AI and ROC capabilities

Gate Model

Gate	Milestone	What Must Be True
Gate 0	Partner Alignment	HUI commitment; pilots selected
Gate 1	Site Validation	Site walks; engineering; compliance
Gate 2	Pilot Execution	Build/deploy; monitoring; lessons
Gate 3	Scale Decision	Success documented; expansion scoped

Q1 2026 Execution Plan

TL;DR: 7 weeks. 2 gates. ~$220-235k burn. Sprint 0-3 produces buyable pilot packages for HoloGrid and SkyGuard lanes. Gate A (Week 4) authorizes travel/spend. Gate B (late Feb) determines signature-readiness.

Sprint Plan

Week	Focus	Key Deliverables
1	Sprint 0: Setup	Backlog live, 8+ meetings booked
2	Sprint 1A: HoloGrid	HoloGrid Pilot Pack v0.1
3	Sprint 1B: SkyGuard	SkyGuard Pilot Pack v0.1
4	Gate A	Decision record, authorized Sprint 2
5-6	Travel Sprint	France (racking), Northeast (vendors)
7	Conversion	Pilot Pack v1.0, SOPs v0.1

Funding Summary

TL;DR: $1M seed in 3 tranches: $350k (Gate A evidence), $350k (active procurement), $300k (signature-ready). Q1 burn: ~$220-235k. Base weekly: ~$6.1k.

Tranche Structure

Tranche	Amount	Trigger
Tranche 1	$350k	Sprint 0-2 execution; Gate A evidence
Tranche 2	$350k	Post-Gate A; active procurement path
Tranche 3	$300k	Post-Gate B; signature-ready milestone

Operating Model

TL;DR: Non-negotiables: (1) Platform investments compound across lanes. (2) Every sprint = 1 lane artifact + 1 platform asset. (3) Shared gate model (0-3). (4) Single backlog traceability. (5) Standardization over bespoke.

HoloGrid Technology Platform

HoloGrid is Tethra's modular sustainment architecture - containerized nodes providing power, storage, and water at the edge.

Three Primary Nodes

Node	Code	Function	Key Capability
Solar Generation	HG-S	Rapid-deploy PV array	~120 kWp DC, storm-stowable
Battery + Controls	HG-B	Microgrid brain, BESS	130-1,000+ kWh, grid-forming
Atmospheric Water	HG-A	Water from air	400-1,000 GPD potable

Platform Variants

Lamaku (Civilian Portable): Construction and HADR. ~120 kW DC, 480V or 208V.
Laulima (Pacific Islands/PICSI): Remote island sustainment. Two 20ft containers, 264 kWh, N-1 redundancy.
SunCheck (USAF ACE): Expeditionary solar. HG-S-130E. ~121 kW DC, 95 kW AC, 4-hour deployment.

SkyGuard Technology Platform

Precision biosecurity: aerial imaging, computer vision, multi-factor risk modeling, verified treatment outcomes.

Analysis Pipeline

LAYER 1: DATA ACQUISITION
┌─────────────┐  ┌─────────────┐  ┌─────────────┐
│ RGB Camera  │  │Multispectral│  │  RTK GPS    │
│  3-5cm GSD  │  │   5-band    │  │  cm-level   │
└──────┬──────┘  └──────┬──────┘  └──────┬──────┘
       └────────────────┼────────────────┘
                        ▼
LAYER 2: PHOTOGRAMMETRY
┌──────────────────────────────────────────────┐
│ Orthomosaic │ Canopy Model │ Radiometric Cal │
└─────────────────────┬────────────────────────┘
                      ▼
LAYER 3: COMPUTER VISION (ML)
┌─────────────┐  ┌─────────────┐  ┌─────────────┐
│    Tree     │  │  Registry   │  │   Change    │
│Segmentation │─▶│  Matching   │─▶│ Detection   │
│   (U-Net)   │  │ (Centroid)  │  │ (Temporal)  │
└─────────────┘  └─────────────┘  └─────────────┘
                        ▼
LAYER 4: SPECTRAL ANALYSIS
┌─────────────┐  ┌─────────────┐  ┌─────────────┐
│ Vegetation  │  │   Stress    │  │   Trend     │
│   Indices   │─▶│  Classify   │─▶│  Analysis   │
└─────────────┘  └─────────────┘  └─────────────┘
                        ▼
LAYER 5: RISK MODEL (ML)
┌──────────────────────────────────────────────┐
│ Multi-Factor Scoring │ Spatial │ Weighting   │
└─────────────────────┬────────────────────────┘
                      ▼
LAYER 6: DECISION SUPPORT + VERIFICATION
┌─────────────┐  ┌─────────────┐  ┌─────────────┐
│ Work Orders │  │  Treatment  │  │   Outcome   │
│  + Routing  │─▶│   Logging   │─▶│  Feedback   │
└─────────────┘  └─────────────┘  └─────────────┘
        │                               │
        └───────── CLOSED LOOP ─────────┘

Total flight-to-dispatch: Under 72 hours

Opportunity: DoW/KUOG

Status: Active Pursuit (Partnered, Timing Development)

Contract: RSO IDIQ #FA8003-24-D-0049 (KUOG prime, Tethra sub)

Ask: Fund Phase 0/1 studies via RSO IDIQ

System: SunCheck (HG-S-130E) - ~121 kW DC, 95 kW AC, 4-hour deployment

Opportunity: PICSI

Status: Partnership Development

Scope: Six-year, $200M-class program across 70+ Pacific islands

Prime Partner: Nipoa Standard (NHO 8(a))

Ask: Phase 1 - Obligate $25M for 3 CNMI sites

Critical Path: State Department BD

Opportunity: Hawaii CRB Response

Status: Pilot Proposal

Customer: City DPR (Parks & Recreation)

Ask: 6-month pilot, 1,000-1,500 acres

System: SkyGuard methodology

Opportunity: State Construction

Status: Pilot Proposal

Why Hawaii First: Navahine Settlement, island geography, high diesel costs

Ask: Deploy to 2 sites for 12 months at Tethra/HUI risk

System: Lamaku - ~120 kW solar, Viridi RPS150 towable battery

Team and Resources

Name	Role	Location
Owen Cooper	Founder and Managing Partner	Oahu

Available Resources

Resource	Capability
Ed Kelly	Project management, solar EPC, construction
Matt McLaughlin	Contracts, BD, operations
John Chiota	Portable power systems
Frank Mancini	Software, GIS, full stack development
Meghan Cooper	Field operations, remote/austere environments
Brian Wood	BD (PICSI), security, Pacific region
Hawaii Unified Industries	Surge workforce, field ops, logistics, warehouse

Contact

Owen Cooper
Founder & Managing Partner
owen@tethrasystems.com
808-258-3311