I. Executive Summary: The Category-Defining Thesis for Angels
DeReticular is creating the AI-Native Infrastructure OS (RIOS), the first economically viable model to deliver a self-sustaining digital backbone to rural and frontier markets globally.
We are a high-conviction, high-impact investment opportunity because we have engineered a solution that eliminates the biggest risk in infrastructure: the financial model. Our AI Compute Cluster acts as the immediate, global-paying anchor tenant, funding local fiber and creating a defensible, proprietary data moat that legacy players cannot replicate. We are uniquely positioned at the intersection of AI, Infrastructure, and Decentralization.
II. The Problem: The Foundation of Digital Inequality
The digital divide is a multi-billion-dollar economic failure: the CAPEX of rural infrastructure outweighs the revenue. This creates two critical problems that a seed-stage company can capitalize on:
- Market Stagnation: The vast, untapped market of rural communities is locked out of the AI economy, starved of crucial digital services and development opportunities.
- AI Data Starvation: The global AI industry is desperate for diverse, proprietary, high-velocity, real-world edge data (e.g., from Kurb Kars logistics and Agra Dot Energy microgrids) that is geographically inaccessible under the current centralized infrastructure model.
The Opportunity: An immediate, defensible opportunity exists for the first team that can solve the economic equation and create a platform that monetizes this previously inaccessible data.
III. The Solution & The Angel-Track Value Proposition
Our solution—the RIOS Flywheel—is a perfect fit for the Angel Track, as it is a deeply technical, system-level hack that is built for rapid, decentralized growth.
1. The Core Innovation: Financial Engineering for Infrastructure
The AI Compute Cluster is the lynchpin. It is a high-margin, global revenue generator that makes the local infrastructure pay for itself.
2. The Product: RIOS (The Platform)
The Rural Infrastructure Operating System is the full-stack software that enables local commercial applications (e.g., Kurb Kars, Agra Dot Energy). It is designed for simple, replicable deployment globally, making it a powerful platform play.
Why This Appeals to Angel Track Investors:
- Contrarian Insight: We are betting against the consensus that rural infrastructure is a charity problem, proving it is a massive, high-margin, self-funding asset class.
- First-Mover Moat: Our defensibility is structural—no other competitor has a built-in, global anchor tenant funding mechanism.
- Exponential Scale: The RIOS blueprint is designed for immediate, replicable deployment across multiple geographies (US, Uganda blueprint), creating rapid network effects once the model is proven.
IV. Team, Velocity, and Execution
The team is built for velocity and execution of a complex, system-level product:
- Founder-Market Fit: Michael Noel (Architecture), Josh Banks (Intelligence/Funding), and Ash Aly (Operations) cover the full spectrum of systems design, non-dilutive capital strategy, and on-the-ground execution. Previous ventures (Biz Builder Mike, Dinan) confirm their ability to manage complexity.
- Validation of the Ecosystem: The operational validation with Kurb Kars and Agra Dot Energy proves our ability to move beyond concepts and secure day-one, mission-critical users for the RIOS platform.
V. Why First Round Angel Track?
We are looking for individuals who recognize and can accelerate high-conviction, early-stage ideas.
- Access to Operator Expertise: We need the guidance of Angel Track investors—successful founders and operators—who can provide direct, tactical advice on managing the simultaneous complexities of a hardware supply chain, software development, and B2B global compute sales.
- Early Network Leverage: Gaining access to the First Round network at the earliest stage is crucial for securing the strategic relationships needed for international expansion and future, complex B-round financing.
- Conviction Capital: We need partners who are not afraid of a high-CAPEX, high-impact vision, and who can help us refine the narrative around this category-defining infrastructure play for a much broader investment community.
