venture/README.md

4.8 KiB

Industrial IoT Venture

Overview

This repository documents the strategic planning and execution roadmap for an industrial IoT consulting and platform business, leveraging 13 years of controls engineering experience combined with 4 years of cloud engineering expertise.

Current Status

Phase: Planning & Strategy
Target Launch: Q1 2026 (Phase 1 - Consulting)
Bootstrap Approach: Self-funded, minimal capital requirements

Core Strategy

3-Phase Bootstrap Approach:

  • Phase 1 (Months 1-3): OT/IT Integration Consulting - Revenue generation, market validation
  • Phase 2 (Months 4-9): Edge Monitoring Platform - Recurring revenue, infrastructure buildout
  • Phase 3 (Months 10-18): GPU-Powered AI Features - Premium tier, predictive maintenance

Key Differentiators

  1. OT/IT Hybrid Expertise: Rare combination of PLC programming + cloud engineering
  2. Edge-First Architecture: Data sovereignty, low latency, works offline
  3. No AWS Conflict: Positioned as complementary, not competitive
  4. Bootstrap-Friendly: Start with $500, scale with customer cash
  5. LXC Expertise: Proven multi-tenant container architecture from ZeroLagHub

Repository Structure

Strategic Documents

  • STRATEGY.md - Overall strategic direction and positioning
  • recommended-approach.md - Detailed 3-phase execution plan
  • business-models.md - All business model options evaluated
  • financials.md - Revenue models, projections, economics
  • go-to-market.md - 90-day sprint, customer targeting, pitch
  • risks-and-constraints.md - AWS non-compete, risk mitigation

Market Research

  • competitive-analysis.md - Market research and competitive landscape
  • msp-competitive-landscape.md - Detailed MSP and remote support competitor analysis

Technical Implementation

  • technical-stack.md - Infrastructure overview, tools, deployment architecture
  • virtual-plc-implementation.md - NEW Complete technical implementation guide for virtual PLC platform

Quick Reference

Target Market: Small-to-mid manufacturers ($10-100M revenue)
Initial Capital: $500-1,000
Target Revenue (Month 3): $20k-45k
Target Revenue (Month 18): $35k/month recurring

Technical Implementation Highlights

The virtual-plc-implementation.md file contains comprehensive technical details including:

Platform Architecture

  • Multi-tenant LXC container architecture (proven from ZeroLagHub)
  • GTHost dedicated servers ($59-500/month)
  • 70% code reuse between gaming and industrial platforms
  • Revenue model: $500-5,000/month per customer (vs $50-150 for gaming)

Virtual PLC Options

  • OpenPLC (open source, $0 cost) - for 70% of customers
  • CODESYS Virtual Control (commercial, $99-499/month) - for premium/certified needs
  • Hybrid approach for maximum flexibility

Software Stack

  • Lightweight: OpenPLC + Node-RED + Grafana ($0 software cost, 98% margins)
  • Professional: CODESYS + RapidSCADA + Grafana ($380/year, 90% margins)
  • All-in-One: Beremiz (PLC + HMI combined, $0 cost)

Edge Hardware

  • Recommended: Industrial Mini PCs ($110-250) - reliable, affordable, professional
  • Not Recommended: Raspberry Pi (SD card failures, support nightmare)
  • Premium: Certified Industrial PCs ($400-1,500) for enterprise customers

Business Model

  • Tier 1: Dev/Simulation - $500/month
  • Tier 2: Virtual Commissioning - $1,500/month
  • Tier 3: Production Monitoring - $2,500-5,000/month
  • Target: 2-5 customers for $10k MRR (vs 70-200 gaming customers)

Latest Research

MSP Competitive Landscape

The msp-competitive-landscape.md file contains comprehensive research on:

  • Tier 1 competitors (Rockwell, Siemens, Schneider)
  • Tier 2 system integrators (New Frontier Technologies, Atlas OT, ITS)
  • Digital twin providers (NVIDIA, GE Predix, Rockwell FactoryTalk Twin Studio)
  • MSP market gaps and opportunities
  • True subscription model scarcity
  • Competitive positioning strategies

Key Finding: Significant blue ocean opportunity for true MSP/subscription model serving mid-market manufacturers ($1k-5k/month range).

Virtual PLC Implementation

The virtual-plc-implementation.md file documents:

  • Complete multi-tenant platform architecture using LXC
  • Virtual PLC software options (OpenPLC, CODESYS, hybrid approach)
  • SCADA/HMI stack (Node-RED, RapidSCADA, Grafana)
  • Edge hardware recommendations
  • Security, backup, and monitoring architecture
  • Cost analysis and economics (86-88% gross margins)
  • Step-by-step implementation roadmap

Next Actions

  1. Immediate (Week 1): Provision GTHost trial server, deploy OpenPLC + Node-RED
  2. Short-term (Month 1): Build customer container template, identify pilot customers
  3. Medium-term (Month 2-3): Onboard first pilot customer, refine deployment process

See go-to-market.md for the complete 90-day sprint checklist.


Last Updated: December 2025