Investor Presentation · 2026
Glasses-Free 3D Holographic Spatial Platform
Medical · CAD · Enterprise Collaboration · Entertainment · Gaming
Raising
$25M
Seed / Series A · 18-Month Runway
The Challenge
5 Industries · 1 Root Cause: 3D Data on Flat 2D Screens
$620B+ Annual Loss / Opportunity
Medical-Surgical
$29.8B
Surgeons plan on flat CT/MRI. Spatial depth stripped. Preventable surgical errors.
CAD Engineering
$4.2B
6M+ CAD seats on 2D viewports. Avoidable late-stage rework.
Enterprise Collab
$148B
4B flat video calls/day. Avoidable travel + fatigue.
Entertainment
$185.7B
Sphere $1.22B. ABBA $113M. No glasses-free 3D at scale.
Gaming
$248B
3.2B gamers on flat screens. $18B XR locked behind headsets.
The Solution
Complete End-to-End Spatial Stack
Spatial Workstation
- ✓ 16K Lenticular Volumetric 3D Display
- ✓ On-Device NPU - HIPAA ready
- ✓ 50-Gesture Air Vocabulary
- ✓ 4-Camera Volumetric Capture
- ✓ NVIDIA RTX Spark + Clara compatible
Hardware Pricing
$8K–$12K
Unit · 30-40% Gross Margin
DisplayXR Medical
DICOM · HIPAA · FDA 510(k)
$399/desk/mo
~87% GM
−35% surgical errors, −62 min OR time per case.
DisplayXR CAD
PLM · ITAR · Engineering
$149-$249/desk/mo
~82–85% GM
SOLIDWORKS, CATIA, NX, Fusion. −40% prototype cost.
DisplayXR Collab
Teams · Zoom · Webex · Meet
$249/desk/mo
~85% GM
Life-size 3D volumetric presence + AI meeting agent.
DisplayXR Entertainment
Roblox · UE5 · Unity
$99 to $2,500/mo
~85–90% GM
Holographic artist rendering + Creator SDK.
DisplayXR Gaming
Steam · Epic · Xbox · PS PC
$49 to $499/mo
~82–88% GM
Any 3D PC game in glasses-free 3D instantly.
Market Opportunity
Combined TAM
$648B+
Combined SAM
$120B+
SOM Year 5
$5.1B
66-Month Revenue Path Model
| Phase | Timeline | Seats (Med+CAD+Collab+Ent+Game) | Net Revenue | EBITDA |
|---|---|---|---|---|
| I | M 1–18 | 200 + 2K + 1K + 2K + 5K | $32M | −$1M |
| II | M 19–30 | 1.2K + 10K + 5K + 15K + 20K | $95M | $21M |
| III | M 31–42 | 5K + 40K + 15K + 60K + 80K | $228M | $65M |
| IV | M 43–54 | 18K + 120K + 40K + 150K + 200K | $418M | $135M |
| V | M 55–66 | 40K + 200K + 80K + 300K + 500K | $713M | $268M |
SaaS Blended GM ~85% · Hardware GM 30–40% · Token API GM ~90% · Entertainment & Gaming Marketplace ~85–88% · EBITDA+ Phase II
Traction & Y1 Milestones
15+
Hospital pilots Y1
2,000+
CAD engineer seats Y1
$10M+
Target ARR Y1
510(k)
FDA submission filed
- LIVE Apache 2.0 runtime deployed in production
- LIVE DICOM · STEP · IGES · OBJ · glTF pipeline
- LIVE 50-vocab air gesture + eye/head tracking
- Q4 '26 SOLIDWORKS plugin · Teams certified plugin
- Q4 '26 NVIDIA RTX Spark bridge · Epic/Cerner EHR
Use of Funds · $25M
SaaS · DICOM/HIPAA · Token API · RTX Spark · Roblox/Steam/Fortnite SDK
Hospital pilots · CAD OEM · Entertainment & Gaming creator fund · KOL programme
FDA 510(k) · HIPAA BAA · CE mark EU · Legal · Regulatory counsel
Team & Convergence Window
100+
Years combined deep tech experience
6+
M&A / Successful exits
30 Mo.
Convergence Window (NVIDIA RTX Spark Ship)
Join the Spatial AI Computing Revolution
Own the 3D display layer across Medical · CAD · Enterprise · Entertainment · Gaming
invest@u-mate.com