SubTrack

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Invest in the future of construction project management.

Construction is the second-least digitized industry. SubTrack captures labor, equipment, materials, and sub activity as structured data at the source, turning field input into approved cash.

$2T

Construction industry still on paper

90%

Small subs locked out of enterprise tools

$300K+

In partner credits secured

LAUNCH · NVIDIA · Datadog

Top-tier programs

Market & opportunity

Digitizing a $16B construction software gap.

Construction still runs on paper. Enterprise tools priced out the crews who actually drive the work. SubTrack is the missing middle.

The problem

Disconnected workflows.

Crews are trapped between paper chaos and enterprise suites priced for the top 10% of contractors. The rest stitch spreadsheets, text threads, and Dropbox folders together and lose revenue in the gaps.

The SubTrack solution

One field-first platform.

A single "enter once" workflow for Labor, Equipment, Materials, and subs. Field data flows straight into approvals, invoices, and payments, so administrative drag disappears and every ticket is billable.

The market opportunity

A $10B+ immediate serviceable market.

North American TAM

Target

919K US construction firms. Our beachhead is the mid-market equipment-based subcontractor running real T&M jobs every week.

Growth

Construction is the second-least digitized industry and automation spend is accelerating. Compliance is tightening. AI needs the data layer first, and nobody has it.

Value

Once a crew standardizes tickets, rates, and LEMs in SubTrack, the platform becomes how they bill. Switching costs compound from day one.

Roadmap

Building momentum.

Where we've been, where we're going. Every milestone backed by real users, real revenue, and real partners.

Q4 2025 → Q1 2026

Foundation & momentum

Strategic backing and real-world deployment.

Sep 2025

Product demo launched

Validated demand with a public demo. Response was overwhelming and confirmed immediate interest from target users.

Nov 2025

Incorporated Delaware C-Corp

Established the legal entity, setting the foundation for institutional investment and growth.

Feb 2026

Pilot launch

One pilot partner starting immediately, three companies on the waitlist, and an extensive network of warm leads ready for outreach.

Feb 2026

NVIDIA Inception

Accepted into NVIDIA Inception. Access to cutting-edge AI, technical resources, and go-to-market support.

Mar 2026

LAUNCH Accelerator

Accepted into Jason Calacanis' LAUNCH Accelerator (March to June 2026). Elite mentorship and investor networks to fast-track GTM.

Field-to-dev feedback loop

A direct pipeline between crews and engineering. Shipping features month-by-month, adjusting scope dynamically from daily usage data.

2026 → 2027

Scale & evolution

Expanding capabilities and growing revenue.

18 months

Scale the playbook

Grow the active pilot cohort into a self-serve motion across North America, with strong unit economics and the LAUNCH network powering the seed raise.

Product expansion

Advanced modules rolling out sequentially as the pilot cohort stabilizes:

Mobile app

Invoicing

Client portal

Lump sum projects

Procore integration

2027

Offline-first architecture

Proprietary offline-first stack so crews keep working full-tilt on remote sites without connectivity.

Revenue model

Business model.

Per-seat SaaS pricing with clear tiers that scale with the customer. Every paid seat is a foreman or PM who billed real work the same week.

Owner Operator

One-person shops

$495

/ year

per year, 1 month free (billed annually)

Supervisor

Supervisors on your team

$715

/ year

per seat, billed annually (1 month free)

Project Manager

Oversight and billing

$1,485

/ year

per seat, billed annually (1 month free)

Expansion revenue · 2027+

Module add-ons that stack on every seat.

Four planned modules add high-margin upside to the base subscription, unlocking workflows customers already ask for.

Timesheets & Payroll

Estimating

Reporting & Analytics

AI Features

Payment processing

Clients pay approved tickets directly through SubTrack.

Data licensing

License anonymized field data to insurers, suppliers, and OEMs.

Opportunity

Why invest now.

The market is ready. The product is live. The team has lived it. This round funds the next leg of growth before the economics get harder to negotiate.

Pre-seed pricing

Back a product with paying pilot customers and a validated demand curve, on pre-seed terms before the seed round kicks off.

Multiple revenue streams

Per-seat SaaS today, payment processing on T&M invoices starting in 2027, and data licensing on the horizon. Every pilot deepens the base of all three.

Revenue live today

Paying customers, active trials, and a weighted pipeline with companies like Waiward and Sublatus. Not "coming soon," running right now.

Accelerator tailwinds

Inside FoundersU by LAUNCH, NVIDIA Inception, and Datadog's startup program. Elite mentors, credits, and direct investor lines.

Capital-efficient team

Three operator-founders shipping in public. Minimal overhead, high velocity, and every dollar raised buys runway plus real growth.

Pays for itself in the field

A per-seat cost equal to about one hour of a foreman's time. Zero-friction adoption means conversion from trial to paid is the default, not the exception.

Massive untapped market

Construction is a $2T industry still running on paper. 90% of small subcontractors are locked out of enterprise tools and lose revenue to disputes every month.

Compounding data advantage

Each pilot deepens the domain moat: real LEMs, real rate sheets, and real edge cases feed features that newcomers simply cannot replicate on day one.

Defensibility

Why SubTrack is difficult to replicate.

Five layers of moat that compound every week the product is in the field.

01

Huge T&M volume, still hard to serve with a thin layer

Time-and-materials work is a massive part of how construction and related trades run. Horizontal suites still rarely model equipment-heavy subcontractor billing end to end. A credible copy has to commit to that depth, not ship a lightweight add-on.

02

Deeper than a time clock

Rate sheets, job context, and LEM-grade labor, equipment, material, and sub flows have to work together for billing. Lightweight trackers can't absorb that domain without effectively rebuilding the product.

03

Your team's history becomes the system of record

Once crews invest rate sheets, projects, and LEM history in SubTrack, it functions as the operating system for how you bill. Moving that operational memory elsewhere is slow, risky, and expensive.

04

Built from real jobs, and years of billing pain

LEM revisions, renamed and recombined PDFs that still get declined, hundreds of T&M edge cases, and how foremen, PMs, engineers, and subs act when pressure hits. The logic lives in the application, and a decade of scar tissue sits behind it.

05

Built from the field, not a boardroom

SubTrack was founded by a CEO with 10+ years managing $65,000,000+ in heavy T&M infrastructure projects across Western Canadian Oil & Gas, earthworks, and foundations, working with entities like TC Energy, CNRL, Keyera, and Pembina. That field-first experience shaped every workflow in the product.

Investor relations

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