GRIDPAY INC. — SEED ROUND OVERVIEW

Texas Energy DePIN Platform | Arbitrum One | 3 AI Agents | 82 Live Meters


PLATFORM SCORECARD

Metric Value
GPT Tokens Minted 130,813 GPT (Arbitrum One, live)
Smart Meters Connected 82 (CenterPoint Houston)
Data Intervals Collected 2.19 million (15-min resolution)
Monthly Bills Parsed 766
Waitlist 800+ emails, growing daily
Tests Passing 123 (zero TypeScript errors)
AI Agents Running 3 (87 cron jobs, 24/7)
Infrastructure Cost $840/mo (replaces $50-80K/mo team)

UNIT ECONOMICS

Metric Value
Revenue / Customer $37.54/mo
Variable Cost / Customer $1.15/mo
Contribution Margin $36.39/mo (96.9%)
LTV $873
CAC $100
LTV:CAC 8.7 : 1
Payback Period 2.7 months
Subscription Breakeven 23 customers

THE RAISE

Parameter Value
Round Seed
Amount $1.5M — $3M
Pre-Money Valuation $10M — $15M
Equity Offered ~12% — 23%
Use of Funds SEC/legal, payout reserves, QSE license, ad launch, first hires
TAM (Solar) $176M (1.2M TX solar homes)
TAM (w/ Switching) $840M+ (7M+ deregulated TX homes)

REVENUE STREAMS

Stream Model Status
Subscriptions $9.99 / $29.99 / $99.99 monthly LIVE
VPP Demand Response 52/27/20 split (Customer/Voltus/GridPay) LIVE
P2P Energy Marketplace 2.5% transaction fee (ZeroDev wallets) IN DEV
Data Licensing Carbon timing + interval data to grid ops IN DEV
Carbon Credits WattTime-verified, Dune-auditable LIVE

TECHNOLOGY STACK

Layer Provider Purpose
Blockchain Arbitrum One Speed, security, low fees
VPP Dispatch Voltus (QSE) Real ERCOT demand response revenue
Privacy Phoenix FHE Encrypted computation on customer data
Wallets ZeroDev Account abstraction, gasless P2P
Carbon WattTime MOER Real-time emissions intensity
Transparency Dune Analytics On-chain audit dashboard
AI Agents Claude / Gemini / Kimi Engineering, sales, strategy
Infra Railway + Vercel Backend API + frontend hosting

KEY MILESTONES

Timeline Milestone Impact
Now Google Cloud integration polish Happy customers on first touch
Month 1-2 Ad campaign launch (800+ waitlist) First paying cohort
Month 3-6 Automated switching engine TAM expands 6x to 7M+ homes
Month 8 QSE + Aggregator license +27% margin uplift on VPP
Month 12 500+ customers $17,353/mo net, 92% margin

WHAT GRIDPAY IS

GridPay is a Texas energy platform where homeowners with solar panels and batteries earn GPT tokens for exporting clean energy to the grid. Three subscription tiers — Pro ($9.99/mo), Earner ($29.99/mo), Elite ($99.99/mo). The token is live on Arbitrum One with over 130,000 GPT minted and 82 smart meters connected across the Houston metro.

One GPT token equals five cents. That’s a floor, not a ceiling. When you export a kilowatt-hour of solar energy, you earn 2.0 GPT — that’s $0.10 per kWh, which is 2.5 to 3 times what utility companies pay for buyback. During peak grid stress events, that jumps to 3.0 GPT per kWh with a 50% premium.

The emission rate decreases over 10 years: 2.0 → 1.85 → 1.70 → ... → 0.80 GPT/kWh. Monte Carlo simulation — 5,000 runs, 10-year horizon — shows the 2 billion token reward pool lasts the full decade in 89.7% of scenarios.