Frostline Series A

Hardware startup pitch deck that shows margin at volume

Frostline makes a $79 sensor that rides inside refrigerated freight and reports temperature breaches by satellite. The deck gives the bill of materials its own slide, costed at 1,000 and 10,000 units, because a hardware investor wants to know the margin exists before they hear about the market.

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SERIES A

SEPTEMBER 2026 · INVESTOR BRIEFING

Cold Chain Sensing,

Anywhere on Earth

A $79 sensor that rides inside refrigerated freight and reports breaches by satellite.

Owen Frost

Co-founder and CEO, Frostline

SENSE · REPORT · SAVE

Slide 1 · cover · A blunt neobrutalist cover: hardware companies earn trust by being concrete.

WHY NOW

14% of refrigerated freight arrives out of temperature range.

Spoilage cost

Out of range loads cost shippers and insurers billions in claims and rejected deliveries.

Satellite pricing

Low earth orbit data fell under $1 per device per month, making per pallet telemetry viable.

Network shutdowns

3G shutdowns stranded a generation of cellular loggers and reopened the whole category.

02

Slide 2 · intro · The spoilage number leads, and four shifts explain why satellite sensing works now.

01

Sense every pallet

Temperature and humidity logged every five minutes, with an 18 month battery.

02

Report from anywhere

A satellite modem reports breaches live, with no cellular coverage required.

03

Mount in seconds

A magnetic mount sticks to any container wall. No install crew, no wiring.

03

Slide 3 · pillars · The device explained in three panels rather than a render: sensor, link, mount.

BILL OF MATERIALS

Margin at volume

Sensor board
Modem
Battery
Enclosure
Assembly and test
0$5$10$15$20$
Cost at 1k units
Cost at 10k units

BOM AT 1K

$49.80

37% margin at $79

BOM AT 10K

$31.40

60% margin at $79

SALE PRICE

$79

Hardware, one time

DATA PLAN

$6/mo

Per device, 74% margin

04

Slide 4 · metrics · The BOM slide: cost per unit at 1k and 10k builds beside the headline margin numbers.

Signed demand

Pre-orders, deposits and pilots, all under signed agreements with named freight operators.

2,400

Units pre-ordered

Binding pre-orders across nine shippers, deliverable from the PVT build.

$190k

Deposits received

Cash deposits held against the first production run.

3

Operators in pilot

Freight operators running 60 EVT units on live refrigerated lanes today.

05

Slide 5 · metrics · Demand proof in three numbers: pre-orders, deposits and pilots.

Two ways to buy

Own

$79

per device

Hardware once, data monthly

$6 per device per month
18 month battery included
Live breach alerts
API and lane reports

Pre-order

Lease

$12

per month

All in, swap and support included

Hardware and data bundled
Battery swaps included
Same alerts and reports
Cancel per device anytime

Talk to sales

06

Slide 6 · pricing · Two ways to buy: own the hardware with a data plan, or lease everything monthly.

Manufacturing ramp

From design freeze to mass production in five months, with unit counts per build.

Task
Month 1
Month 2
Month 3
Month 4
Month 5
DFM sign-off
Preparation
Design frozen with the contract manufacturer
Tooling
Preparation
Enclosure and jig tooling cut and validated
EVT, 200 units
Builds
Engineering build for the pilot lanes
DVT, 1,000 units
Builds
Design validation and certification units
PVT, 3,000 units
Builds
Production validation, fills pre-orders
Mass production
Production
Line rate 5,000 units a month

07

Slide 7 · timeline · The manufacturing ramp as a Gantt: EVT, DVT and PVT with unit counts, over five months.

FORECAST

Units and recurring

31k

Units by Q4 27

$2.2M

Data ARR exit

74%

Data margin

Q1 26
Q2 26
Q3 26
Q4 26
Q1 27
Q2 27
Q3 27
Q4 27
0$k550$k1100$k1650$k2200$k

08

Slide 8 · metrics · Units shipped and recurring data revenue on one chart, with the recurring line as the story.

Against the loggers

The two incumbent categories both fail on live coverage.

What matters
Frostline
Cellular logger
USB logger
Coverage
Global, satellite
Cities and highways
None in transit
Alerts
Live, en route
When in coverage
After delivery
Battery
18 months
3 to 6 months
Single trip
Cost per trip
$0.80 amortised
$2.10 amortised
$4 single use
3G shutdown risk
None
Fleet stranded
n/a
Cost per trip is amortised over the expected life of each device.

09

Slide 9 · comparison · Frostline against cellular and USB loggers on the four things a cold chain manager checks.

The team

A radio engineer, a cold chain operator and the manufacturing advisor who will build the units. The three failure modes of hardware startups, each owned by someone who has done it before.

Owen Frost, CEO

  • RF engineer, 11 years in satellite modems
  • Shipped 3 certified LEO devices
  • Holds the modem cost curve on slide 4

Dana Okafor, COO

  • Ran cold chain ops for a grocery chain
  • Managed 1,200 refrigerated trailers
  • Signed all nine pre-order customers

Manufacturing advisor

  • GM of our contract manufacturer
  • 20 years of EVT to MP ramps
  • Reviewed the BOM line by line

10

Slide 10 · pillars · Two founders and the advisor who runs the contract manufacturer, each with their receipt.

The ask

Capital for the ramp on slide seven and the sales team to sell what it builds.

Series A $5M

to tool the line, build 10,000 units and certify two markets

$2,250,000

Tooling and units

The ramp funded:

  • Tooling and test jigs
  • First 10,000 unit build
  • Component buffer stock

$1,000,000

Firmware and cloud

The data product:

  • Lane analytics and alerts
  • Insurer reporting API
  • OTA update pipeline

$1,250,000

Sales

Selling the ramp:

  • Four enterprise reps
  • Two insurer partnerships
  • Trade lane pilots in two regions

$500,000

Certification

Market access:

  • Radio certification, two markets
  • Food logistics compliance
  • Test lab retainers

11

Slide 11 · investment · A $5M ask with tooling and the first 10k units taking almost half, stated plainly.

Get a sample kit

Two sensors, a live dashboard and your own lane data within a fortnight.

Email

owen@frostline.example

Website

frostline.example

Social

@frostlinehq

12

Slide 12 · closing · Contact card with the sample kit as the ask, because hardware sells itself in the hand.

The structure

What each slide is doing, so you can reuse the order even with different content.

Slide 1cover
A blunt neobrutalist cover: hardware companies earn trust by being concrete.
Slide 2intro
The spoilage number leads, and four shifts explain why satellite sensing works now.
Slide 3pillars
The device explained in three panels rather than a render: sensor, link, mount.
Slide 4metrics
The BOM slide: cost per unit at 1k and 10k builds beside the headline margin numbers.
Slide 5metrics
Demand proof in three numbers: pre-orders, deposits and pilots.
Slide 6pricing
Two ways to buy: own the hardware with a data plan, or lease everything monthly.
Slide 7timeline
The manufacturing ramp as a Gantt: EVT, DVT and PVT with unit counts, over five months.
Slide 8metrics
Units shipped and recurring data revenue on one chart, with the recurring line as the story.
Slide 9comparison
Frostline against cellular and USB loggers on the four things a cold chain manager checks.
Slide 10pillars
Two founders and the advisor who runs the contract manufacturer, each with their receipt.
Slide 11investment
A $5M ask with tooling and the first 10k units taking almost half, stated plainly.
Slide 12closing
Contact card with the sample kit as the ask, because hardware sells itself in the hand.

How to adapt this deck

Consumer hardware replaces the operator pilots with retail or crowdfunding proof and moves the comparison slide earlier, because a consumer investor asks who else first. Robotics and other long cycle categories stretch the Gantt to quarters and add a certification row, and the BOM slide often needs a third column for the cost the design team is engineering toward. Before EVT, do not fake the ramp: show the prototype status honestly and size the ask to reaching DVT, which is the milestone that reprices the company.

Which pitch deck do you need?

The investor pitch deck example holds the general arc. The climate tech example suits hardware whose buyer is an emissions line, the ecommerce example covers selling a physical product without owning the factory problem, and the product launch presentation is the internal cousin for teams shipping hardware into an existing company. If the raise happens after the first production run rather than before it, the Series B example carries the cohort and margin slides a manufacturer needs once volume is real.

What makes this deck work

The BOM reconciles to the margin claims

Slide four charts five component costs at both build volumes and prints the totals beside them: $49.80 at 1,000 units and $31.40 at 10,000, which against the $79 price is exactly the 37% and 60% shown on the cards. An investor can audit the margin story with the slide alone.

The ramp is a Gantt with unit counts

Six phases run across five months: DFM sign off, tooling, EVT at 200 units, DVT at 1,000, PVT at 3,000 and mass production at a stated line rate. Naming the build quantities turns the scariest part of hardware diligence, the ramp, into a checkable schedule.

Recurring revenue is visible by slide eight

The $6 per device monthly data plan appears in the pricing split and then compounds on the growth chart to a $2.2M data run rate. Hardware investors discount one time unit sales heavily; showing the recurring line early is what moves the company out of the gadget bucket.

Questions people ask

What goes in a hardware pitch deck?

The standard arc plus three hardware specific slides: a bill of materials at two volumes, a manufacturing ramp with build phases and unit counts, and pricing that separates hardware from recurring revenue. This example carries all three between the product and the ask.

How do I show BOM cost without leaking secrets?

Group components into five or six lines the way this deck does: sensor board, modem, battery, enclosure, assembly and test. That is enough for an investor to believe the totals and the volume curve without publishing supplier pricing. The totals and the sale price are the slide; the line detail is diligence material.

What are EVT, DVT and PVT, and why show them?

Engineering, design and production validation builds: the standard gates between a working prototype and a production line. Showing them with unit counts, 200 then 1,000 then 3,000 here, tells investors you know the road, and the phase you are in tells them exactly what their money de-risks.

Should hardware startups show recurring revenue?

If any exists, prominently. Frostline pairs a $79 device with a $6 monthly data plan at 74% margin, and the forecast slide leads with the data run rate rather than units. Hardware plus a service line is valued differently from hardware alone, and the deck should force that comparison early.

How many pre-orders are enough to show?

Enough to name alongside deposits and pilots: this deck shows 2,400 binding units, $190k of deposits held and three operators running live pilots. Deposits matter more than the count, because paid intent is the only kind an investor can not argue with.

Does the Gantt survive export to PowerPoint?

As artwork with live labels. In the editable PPTX export, the Gantt bar artwork stays a picture while every text label on it becomes a native, editable text box. The charts and tables elsewhere in this deck export as fully native PowerPoint objects you can retype in place.

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Sources

Written and checked by the OneCraft team. Last checked .