Investment Thesis

Market Opportunity

The U.S. manufacturing sector ($2.3T GDP contribution, 12% of economy) is ripe for consolidation, with over 250,000 small to mid-sized firms (revenue $5-50M) facing succession challenges, outdated processes, and supply chain inefficiencies. Family-owned shops, often with 10-15% EBITDA margins, trade at depressed valuations (3-5x EBITDA) due to labor shortages and digital transformation gaps. Solid Vision targets niches like precision machining, metal fabrication, and electronics assembly, where fragmented markets and high demand for automation create outsized returns. By 2030, reshoring and sustainability trends are projected to drive 20% growth in domestic manufacturing, amplifying the need for optimized operators.

Investment Thesis

Investment Strategy

Phase 1 – Complete Q1 2026 

Prototype-to-Production Platform 

Serves customers as production scales

Prototype shop nurtures new production customers

Phase 2- 2026-2028

Acquire Select Product Companies

30%+ recurring proprietary revenue plus, existing engineering customer base

Feeds Production Platform

Long-Term Objective

Drive a multi-site, digitally unified platform with strong optionality and valuation multiples, for exit or continued compounding

Investment Thesis

Value Creation Plan

  • Operational Efficiency: Implement lean methodologies, automation audits, and modern ERP systems (e.g., NetSuite) to boost margins by 5-10 points within 18 months.

  • Synergies: Centralize procurement, cross-sell customer bases, and streamline logistics across portfolio companies.

  • Talent Retention: Offer earn-outs and equity incentives to retain key owner-operators during transitions.

Our first acquisition will serve as a platform, leveraging cash flows to fund bolt-ons, targeting a $10-15M revenue portfolio within 5 years.

Two manufacturing companies → Acquired → Become the solid manufacturing foundation → Supply critical parts/components to multiple product companies.

How 1.5 million becomes 5.5 million

Rapid Prototyping Workflow

Engineers collaborate directly at machines, allowing for fast iteration and same-day turnaround on projects.

Strong Revenue Growth

Our prototype shop generates $1.5M and the first acquisition will add $4M+ with high machine utilization.

Prototype to Production Bridge

We seamlessly bridge prototype work to scalable production under one roof, minimizing delays and maximizing efficiency.

Join our seed round to build a $100M manufacturing powerhouse.