Generalizable Robotic Scene Understanding - Pitch Deck Cover
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cover

Stellitron

Applying latent reasoning tokens to LMMs for implicit inference of spatial relationships and object affordances in unstructured environments.

Applying latent reasoning tokens to LMMs for implicit inference of spatial relationships and object affordances in unstructured environments.

Powered by Stellitron | Seed+ Funding Deck
$2,000,000
Zero-shot affordance mappingRGB-only perception layerHardware-agnostic integration
contact@stellitron.com
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problem

The Fragility of Robotic Perception

Robotics adoption is stalled by brittle vision pipelines that fail in unstructured environments without manual labeling or expensive depth sensors.

  • High failure rates in non-uniform or novel environments
  • Prohibitive costs of manual annotation and dataset curation
  • Rigid systems unable to infer physical constraints like 'obstructing' or 'sturdy'
Navigation and manipulation failure rates in unstructured industrial zones
20-40%
Source: McKinsey Robotics Insights 2024

Measured Impact

Dataset Prep Cost
$500k - $2M
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solution

The Stellitron LMM Layer

A foundational model layer using latent reasoning tokens to infer object affordances directly from standard RGB input.

Token Injection

Injecting proprietary reasoning tokens into the LMM latent space.

Implicit Inference

Predicting physical properties like 'liftable' or 'obstructing' without explicit depth data.

System Architecture

Inputs
  • Standard RGB Video/Images
  • Natural Language Task Description
Processing Layers
  • Latent Reasoning Token Injector
  • Multimodal Transformer Backbone
  • Affordance Mapping Head
Outputs
  • Spatial Relationship Graph
  • Affordance Probability Map
  • Action Trajectory Proposals
Integration Points
  • ROS2
  • Nvidia Isaac Gym
  • PyBullet

Why This Is Hard to Copy

  • Proprietary alignment of tokens with real-world physics outcomes
  • Unique embodied interaction dataset
Technical Moat
  • Algorithmic IP in token injection methodology
  • Zero-shot generalization capabilities
Platform Advantages
  • Sits above the hardware layer, compatible with any arm or mobile base
Moat Over Time
How the competitive advantage strengthens
  • Dataset compounding through cross-platform interaction data
  • High switching costs once integrated into OEM control loops
  • Hardware-agnostic scale allows faster data flywheel than hardware-locked competitors
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market

Market Opportunity

TAM
SAM
SOM
Total Addressable Market
$85 Billion (Global Robotics Software 2030)
Serviceable Market
$22 Billion (Unstructured Logistics & Manufacturing)
Obtainable Market
$550 Million (2.5% Segment Share Y5)

The convergence of LMMs and robotics will unlock $2T in global productivity gains by 2030.

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competition

Competitive Landscape

Competitive Landscape

CovariantFigure AIStellitron
FeatureCovariantFigure AIStellitron
Zero-Shot GeneralizationLowMediumHigh
Hardware AgnosticismMediumLowHigh
RGB-Only AffordanceLowLowHigh
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business model

Business Model

Enterprise API

$50k - $250k / yr

Annual platform license for industrial integrators.

Inference Credits

$0.05 / call

Usage-based billing for real-time scene understanding tasks.

Deployment Services

$15k / site

One-time setup and model fine-tuning for specific facility geometries.

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traction

Traction & Validation

Model Success Rate
95%
Setup Time Reduction
30%
LTV/CAC
9.2x

Stellitron's implicit affordance mapping allowed our robots to handle novel packaging types in days, not months.

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financials

Financial Projections

Yearly Revenue Projections

2025
$450k
Revenue
2026
$1.85M
Revenue
2027
$6.2M
Revenue
2028
$18.5M
Revenue
2029
$48M
Revenue

Operating Assumptions & Burn Logic

Headcount Y1
14
Headcount Y2
28
Sales Hires
5
Engineering Hires
12
Avg Monthly Burn
$180k
Runway
18 Months
Burn Achieves
Series A close & 5 production deployments

Key Performance Indicators

EBITDA Y5
38%
CAC Payback
11 Months
LTV/CAC Ratio
9.2x
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ask

The Ask

$2,000,000
Seed+
Runway: 18 Months
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exit

Exit Strategy

Exit Scenarios

Strategic Acquisition(65%)
Valuation
$320M
Timeframe
5-7 years
Potential Acquirers
Amazon RoboticsTeradyneNvidia
Platform Integration(10%)
Valuation
$450M
Timeframe
7-9 years
Potential Acquirers
AlphabetMicrosoft

Comparable Exits

Covariant (Estimated)
$1B+
Valuation Benchmark2024
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risks

Risk Analysis

Risk Analysis & Mitigation

Technical

Latency in real-time edge processing

Mitigation Strategy

Model quantization and NPU-specific optimization partnerships.

Market

Incumbent competition from Big Tech

Mitigation Strategy

Focus on niche physical affordance data that general models lack.

Regulatory

Safety standards for autonomous systems

Mitigation Strategy

Early pursuit of ISO/IEC certifications for AI safety.

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sources

Sources & References

Generated by

Stellitron AI

Data Sources

Exa AI Web Search

ArXiv.org

Crunchbase

References

McKinsey Robotics Report 2024

Market Analysis

View →

Maestro: Orchestrating Robotics Modules

Technical Research

View →

Figure AI Valuation Data

Competitive Intelligence

View →

For inquiries, contact:

contact@stellitron.com

This pitch deck is for illustrative purposes. All financial projections and market data are estimates as of Dec 28, 2025.

Generalizable Robotic Scene Understanding - Investor Pitch Deck | Stellitron Technologies