Investors
We’re building ambient commerce.
Cloud was the last platform shift in commerce. Ambient is the next. We’re raising to build it.
For the full thesis, read our vision.
What we’re building
For two decades, point-of-sale has been built on the assumption that the cloud is always there. It isn’t. Festivals, ships, food trucks, remote sites, and restaurants under network stress live with that gap every day. They pay for it in lost revenue, broken experiences, and decisions made too late.
Zerobeat is the layer that closes the gap. The transaction stops being a thing the customer or the operator has to attend to. It moves into the background, like electricity, like radio.
We call it ambient commerce.
The category we’re defining
Live events are the wedge. The hardest commerce environment in the world. A product that wins there wins almost everywhere else by definition.
They’re not where we end. The same architecture maps cleanly onto a much larger map of categories. Each is a real market with real spend and the same underlying failure mode. Building once, deploying broadly, is rare in vertical software. We have it because the substrate, not the use case, is the durable thing.
Whoever owns the substrate at the start owns the language, the customer relationships, and the partner ecosystem when the category lands.
Festivals, stadiums, arenas
Where we start. The hardest commerce environment in the world. Massive crowds, no infrastructure, temporary staff, revenue spikes by the second.
Cruise ships and maritime
Limited satellite, dozens of food and beverage outlets, captive guests, zero tolerance for downtime.
Food trucks, markets, popups
Different location every day, different cellular conditions. Commerce that travels with the operator.
Remote and industrial
Mining camps, oil fields, construction sites. Places where the cloud will never be reliable, by definition.
Disaster response and field ops
Pop-up commerce in places where infrastructure has failed or doesn't exist yet.
Restaurants under network stress
Hotels, airports, hospital cafeterias, military bases. Anywhere a regular POS goes down the moment the ISP hiccups.
Why now
The pieces are in place. The technology that’s been quietly maturing in adjacent categories for the last decade is finally aimed at the right problem.
- 01The market is wide open.Live events alone are a $100B+ category. The broader market is a multiple of that. Restaurants, hospitality, mobile commerce, remote venues. All served badly for two decades by POS systems built for coffee shops.
- 02The silicon is ready.Apple shipped Foundation Models in iOS 26. Every iOS device in the field already has what it needs to run a useful model locally.
- 03The models fit.Quantization shrunk what used to need a data center to under a gigabyte. Purpose-built models live on the device that’s already in the cashier’s hand.
- 04The pattern is mature.Local-first software is well-understood in adjacent categories. The risk isn’t novelty. The risk is moving fast enough.
- 05The pressure is rising.Connectivity at events keeps getting worse. Crowds get denser. Faster backhaul doesn’t fix the inside-the-venue problem. The architecture has to change.
The window to define this category is open right now.
The company we’re building
We’re not just building a product. We’re building a company that outlasts the product, because in a category-defining moment the company is the bet.
The way Zerobeat is built is the philosophy the strongest product organizations have already proven. Empowered teams, not feature teams. Outcomes over outputs. Continuous discovery alongside delivery. Every function in direct contact with the customer. Hypotheses tested before features get built. The market is the source of truth.
Today’s tooling and AI make this possible at small-team scale for the first time. What used to take a quarter takes a week.
The company goes where the market takes it. Not where any single person inside the building decides it should go.
What we’re looking for
The right capital. The right operators. The right strategics.
The capital.
Investors who can recognize a category before it’s named, and back the company that defines it.
The operators.
The people who run venues, events, restaurants, and ships. The doors that need opening, and the doors that need to stay open.
The strategics.
Partners in payments, hardware, connectivity, and AI infrastructure whose roadmaps win when ambient commerce wins.
Get in touch
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