IRONCLAD
Ops Review
Ops Review

Hotter,
cleaner.

Yield, energy, and emissions on the new furnace.

+6%
Yield
−22%
Headline metric
Executive committee
Prepared for
01 / 20
The problem

Old furnaces waste energy and yield — the retrofit recovers both, and pays back in two years.

heavy industry teams feel it every week: the status quo scales cost, not outcomes. There is no clean upgrade path — only rip-and-replace.

02 / 20
Market
01
+6%
Yield
02
−22%
Energy / tonne
03
2.0 yr
Payback

Bottom-up, the reachable market clears a nine-figure ceiling before expansion.

03 / 20
[ FULL-BLEED · heavy industry hero image ]

Every
tonne.

04 / 20
How it works
STEP 01
Connect
Map the whole heavy industry surface in under an hour. No migration.
STEP 02
IRONCLAD core
Golden paths become policy, enforced at runtime.
STEP 03
Deliver
Teams self-serve safely with audit and rollback for free.
05 / 20
The product

One surface your whole executive committee lives in.

01
Live graph
Every dependency, owner, and cost in real time.
02
Policy-as-code
Guardrails that block bad changes automatically.
03
Attribution
Every dollar tied to a team and a decision.
[ product UI screenshot ]
06 / 20
Traction

Yield, last 8 quarters

−22%
+235% YoY
25
50
75
100
77
96
119
146
186
216
248
293
Q3·24Q4·24Q1·25Q2·25Q3·25Q4·25Q1·26Q2·26
07 / 20
Why now

Three forces converging

01
01

Demand

heavy industry budgets are shifting from headcount to platform.

02
02

Technology

The primitives finally exist to do this at the edge.

03
03

Distribution

A bottom-up motion the incumbents can’t run.

08 / 20
Adoption

Active accounts

M1M3M6M9M12M15M18
actualguide
09 / 20
Landscape
IRONCLAD
Legacy A
Point tool B
DIY
Breadth → ↑ Depth
10 / 20
Two
Part Two

The case.

Capex, energy savings, and emissions.

11 / 20
Detail

Unit economics

This yearLast yearYoY
Revenue293216+56%
Gross margin78%71%+7 pts
Net retention134%119%+15 pts
Payback11 mo17 mo−6 mo
12 / 20
Where it goes

Use of funds

01
Engineering & product57%
02
Go-to-market21%
03
Operations & reserve22%
13 / 20
Cohorts

Retention by cohort

M0
M3
M6
M9
M12
Jan
100
88
79
72
68
Apr
100
90
82
76
Jul
100
91
85
Oct
100
93
LOWHIGH
14 / 20
Roadmap

The next 18 months

Now → Q2
Land
Own the heavy industry beachhead with a self-serve motion.
Q3 → Q4
Expand
Enterprise controls, SSO, and the partner program.
2027
Platform
Open the API and the marketplace.
15 / 20
In their words

“A rare project that’s good for margin and for carbon.”

Ops director
Review
16 / 20
Revenue mix

Where the money comes from

0100%
57%
21%
22%
Platform 57%
Services 21%
Marketplace 22%
17 / 20
Team

Built by operators

[ photo ]
Ops director
Co-founder & CEO
[ photo ]
A. Rivera
Co-founder & CTO
[ photo ]
M. Osei
VP Product
[ photo ]
L. Chen
VP Revenue
18 / 20
In one number
−22%

energy per tonne after the furnace retrofit — and lower emissions.

19 / 20
IRONCLAD

Hotter, cleaner.

ops.ironclad.internal
[ QR ]
20 / 20