Investors

We’re building contract-driven sensing: co-timing + validity gates that turn drifting environments into measurable fields—with receipts.

Featured research

Data Centers: Environmental uncertainty is becoming a first-order operational risk

A market deep dive into high-tolerance facility monitoring:

  • What forces buying?
  • Where do BMS alarms fail under scrutiny?
  • How do we constrain TAM → SAM → SOM without wishful thinking?

Market Research

Environmental uncertainty is becoming a first-order operational risk in high-tolerance facilities. As facilities increase in density and complexity, tolerances narrow while “explainability” becomes mandatory under audit, commissioning, and operational scrutiny.

Accountability mismatch

We keep this concrete: who is forced to care, what forces buying, where current tools fail under scrutiny, and the evidence behind our observables.

Demand drivers are structural

Regulation, density, and uptime are tightening together—and the cost of failure dwarfs the cost of monitoring.

Tech inflection makes it practical

Sensors scale cheaply, systems are cloud-connected, and analytics are mainstream—so high-fidelity monitoring is now deployable.

How we size the opportunity

We treat monitoring spend as budget gravity: adoption is driven by upgrades inside existing smart building and facilities budgets, rather than inventing a new spending category. We filter broad markets down to environments with:

  • Tight tolerances where small deviations cause outsized harm
  • Continuous monitoring requirements (logging + auditability)
  • High consequence of failure (downtime, compliance exposure, yield loss, asset damage)
  • Operational sophistication (centralized BMS / specialized control infrastructure)

This produces a minimum viable segment where adoption is driven by accountability and risk, not experimentation.

What We Share

We try to make this concrete and falsifiable. The short version: we share the research that explains who is forced to care, what forces buying, and why current tooling fails under scrutiny—plus the evidence that our approach produces defensible observables (not just prettier dashboards).

  • Research deep dives (web pages by vertical): market context, demand drivers, buying triggers, and where existing monitoring architectures fail under scrutiny.
  • Vertical sizing logic: how we constrain TAM → SAM → SOM (and what we intentionally exclude) so the opportunity is defensible, not inflated.
  • Operator accountability & workflows: who owns environmental outcomes, what “explainability” means in practice, and what forces action (audits, commissioning, expansion, near-misses).
  • Go-to-market wedge: initial segments where adoption is inevitable (risk + scrutiny) and how we expand across adjacent high-tolerance verticals.
  • Pilot evidence (on request): validation artifacts and “receipts” that show what was aligned, what was cancelled, and what remained as the observable.
  • Platform overview (technical): the co-timing engine, validity gates, and how we prove streams are comparable before we interpret differences.

Contact

If you'd like an overview or to discuss the round, reach out: contact@hermodlabs.com (include your name, firm, and a sentence on interest).

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