FOR INVESTORS
SenSanna makes hard-to-access physical data economically practical through the Clip-On Sensing Platform, the Passive Wireless SAW Platform and Applications Engineering. The portfolio shares an engineering foundation and a deployment/lifecycle economics proposition, but its applications are at different commercialization stages.
Three distinct evidence categories guide this overview: SenSanna product proof describes direct testing, field operation and customer-funded work. Third-party market proof validates the problem and potential economics, not SenSanna hardware. Commercialization assumptions describe plans, estimates and targets, not achieved results.
Industrial clip-on monitoring — nearest-term productization. Multi-year prototype field operation provides direct product evidence.
Utility line sensing — field-proven prototype; productization work remains. Radio cost reduction, PCB/protection changes and weather effects on voltage readings remain engineering dependencies.
Transformer monitoring — lab-proven core current, voltage and temperature sensing; integrated system in development. No integrated field deployment has occurred, and engineering remains before utility pilots. Commercial interest is not a purchase order or validated deployment.
SAW / harsh-environment applications and Applications Engineering — platform expansion and paid NRE. Customer-funded bespoke development demonstrates an established engineering capability.
Current / historical activity: primarily commercial NRE, customer-funded Applications Engineering and related work. Prior prototype shipments do not establish sales of a fully commercial product. Potential future streams: product hardware, OEM/embedded/channel sales, licensing where appropriate and product-specific data services only where justified. SenSanna is not pursuing a broad proprietary analytics SaaS positioning.
COMMERCIALIZATION ASSUMPTIONS / PLANNED ROUTE TO MARKET
Paid pilots / evaluation → reference deployment → strategic OEM or channel rollout. Direct utility engagements may support pilots and smaller utilities; established OEM partners could provide adoption support and scale. A modeled family of standard transformer products and an OEM-led route are forward-looking plans, not current offerings or committed channels.
THIRD-PARTY MARKET PROOF / NOT SENSANNA PERFORMANCE
PG&E’s 2016 Smart Grid Line Sensor Pilot evaluated third-party line-sensor technology, not SenSanna hardware. It supports the economic thesis for cost-effective operational intelligence and integration into existing utility systems.
Market opportunity: product-specific TAM/SAM models, if disclosed, will be labeled management estimates or modeled serviceable markets, not independently validated market sizes. Capital and milestones: financing is intended to support productization, qualification and reference deployments. Detailed schedules, capital needs, forecasts, pricing assumptions and commercialization economics are reserved for the private investor memorandum.
RISKS & DEPENDENCIES
Commercialization depends on remaining engineering, certification and cybersecurity requirements, long utility qualification cycles, access to reference deployments and effective OEM/channel relationships. Timing and revenue outcomes are uncertain and vary by product. Prototypes, lab results, expressions of interest and planned pilots are not equivalent to commercial readiness.