Strata
Series A · 2026
Series A · 2026

Factories that
feel everything

Strata is a peel-and-stick sensor mesh that gives 40-year-old machines modern telemetry in an afternoon — no PLC surgery, no integrators.

86
plants live
$5.2M
bookings
$16M
raising
01 / 20
The problem

Industrial IoT died in the integration quote — $180k and nine months per production line.

The machines that make everything are the last things in the building without telemetry. Retrofit projects fail on cost and downtime, not on value.

02 / 20
Why now
$50B

annual unplanned-downtime cost across US manufacturing (Deloitte Manufacturing Institute, 2025). Sensor BOM costs fell 70% in five years — the install model is what’s still broken.

03 / 20
Product

Stick it on. See everything.

01
Peel-and-stick nodes
Vibration, thermal, current and acoustic in one sealed puck.
02
Self-forming mesh
Nodes find each other; no plant Wi-Fi required.
03
Five-year battery
Install and forget — no wiring, no conduit.
[ PHOTO — node on press ]
04 / 20
Deployment
STEP 01
Walk
One tech maps a line in 2 hours.
STEP 02
Stick
40 nodes placed before lunch.
STEP 03
Learn
Baselines form in 10 days of production.
STEP 04
Alert
Failures called 3 weeks ahead, on average.
05 / 20
Traction

From pilot line to plant standard

01
86
plants deployed
02
$5.2M
bookings, TTM
03
12,400
nodes in the field
04
96%
pilot-to-rollout conversion
05
19 days
median failure lead time
06
$212k
avg. downtime saved / plant / yr
06 / 20
Growth

Cumulative bookings, trailing 8 quarters

Q3 ’24Q4Q1 ’25Q2Q3Q4Q1 ’26Q2
07 / 20
Unit economics

Hardware lands it. Software keeps it.

Per plant / yearYear 1Year 2+
Hardware (40 nodes avg)$18k$4k
SaaS monitoring$21k$26k
Gross margin (blended)58%78%
Net revenue retention128%
ACV$39k$30k
08 / 20
Market · Deloitte 2025

290k US plants; the retrofit market nobody could serve

0100%
36%
53%
SOM — mid-size discrete mfg, 3 verticals 11%
SAM — plants with >20 rotating assets 36%
TAM — global brownfield retrofit 53%
09 / 20
Competition
Strata
PLC integrators
Vibration pucks
SCADA add-ons
Install speed → ↑ Signal depth
10 / 20
Moat
01
01

Failure library

2,100 labelled failure events across 14 machine classes — the models are the business.

02
02

Mesh silicon

Custom radio stack: 10× node density at 1/5 the power of LoRa rivals.

03
03

Champion network

Maintenance chiefs move plants; 31% of new logos follow a person.

11 / 20
Customers

Plants that stopped guessing

10 partners
[ logo 01 ]
[ logo 02 ]
[ logo 03 ]
[ logo 04 ]
[ logo 05 ]
[ logo 06 ]
[ logo 07 ]
[ logo 08 ]
[ logo 09 ]
[ logo 10 ]
12 / 20
Customer proof

“Strata flagged a gearbox two and a half weeks before it would have taken the line down during our biggest order of the year. That one alert paid for the system twice.”

Ray Kowalski
Maintenance Director, Amber Stamping — Toledo
13 / 20
Business model

Plant ACV build

Pilot line
+ Full plant
+ Premium models
+ Multi-site
sources uses ending
14 / 20
[ PHOTO — press line at night ]

HEAVY
INDUSTRY,
LIGHT TOUCH.

15 / 20
Go-to-market
Now
Direct, 3 verticals
Stamping, food processing, packaging.
H2 2026
Distributor motion
MRO distributors carry starter kits.
2027
Insurance channel
Carriers subsidise nodes for premium credits.
2028
Prescriptive mode
From predicting failures to scheduling fixes.
16 / 20
Team

Plant floor + silicon, same table

[ photo ]
Elena Vasquez
CEO — ex-Rockwell automation
[ photo ]
Kofi Mensah
CTO — ex-Nest sensors
[ photo ]
Bert Lindqvist
ML — ex-SKF bearing diagnostics
[ photo ]
Jo Hartman
Sales — 20 yrs MRO distribution
17 / 20
Financial plan

Bookings with this round

$34M
cumulative by 2028
25
50
75
100
$3.1M
$5.2M
$8.8M
$14M
$22M
$34M
H1 ’26H2 ’26H1 ’27H2 ’27H1 ’28H2 ’28
18 / 20
Use of funds

Deploying $16M over 24 months

0100%
34%
30%
36%
Manufacturing scale-up 34%
GTM + channel 30%
R&D + models + buffer 36%
19 / 20
Strata

No machine dies unheard.

elena@strata.industries · strata.industries
[ QR ]
20 / 20