Confidential Investment Overview · Seed Round

The Tesla Powerwall
is already obsolete.

Lithium‑ion home storage caps at hours, degrades every year, and poses fire risk. h2pHlo stores clean energy as hydrogen for weeks — zero degradation, zero emissions, 30% federal tax credit.

$1.5M Seed Round
Clean Energy Hardware
23% CAGR Market
SAFE Notes
IRA Tax Credit Eligible
$8.8B
Market Size 2025
Home energy storage
23%
CAGR
Through 2030
$8,999
MSRP Target
~58% gross margin
$1.5M
Seed Round
SAFE · Open now
The Broken Status Quo

Lithium storage is a temporary fix.

Lithium batteries lose 2–3% capacity per year, store only hours of power, and create fire hazards in your home. Homeowners deserve a fundamentally better solution.

📉
Guaranteed Degradation
2–3% capacity loss annually, guaranteed. After 10 years a Powerwall delivers 25–30% less performance and faces a $5,000+ replacement cost.
Structural Flaw
⏳
Hours, Not Weeks
A Powerwall stores 13.5 kWh. Average US home uses 29 kWh/day. You're covered for half a day — nowhere near the multi‑day outages homeowners actually fear.
Capacity Ceiling
🔥
Fire Risk at Scale
NFPA documents 5,000+ Li‑ion fires annually. Wall‑mounted lithium in homes is a growing liability for insurers, HOAs, and municipal fire codes.
Safety Risk
Market Opportunity

Catching the next wave.

Home energy storage is in its Nespresso moment — the market exists, early adopters are proven, and a genuinely superior product can rapidly take share from an incumbent with structural weaknesses.

✓

IRA Tailwind: The Inflation Reduction Act's 30% Investment Tax Credit applies to residential clean energy storage through 2033, creating a massive pull from buyers.

✓

Installer Network: 8,000+ solar installers actively seek next-gen storage to cross‑sell to their 4M+ existing solar customers.

✓

Grid Anxiety: Post‑Texas freeze and CA shutoffs, 41% of US homeowners name energy independence as a top home investment priority.

Residential Storage Market ($B)
Source: BloombergNEF Clean Energy Outlook 2025 · 23% CAGR projection
Business Model

Hardware + SaaS. The clean energy Nest.

High‑margin hardware creates the install base. The AI Energy Management subscription drives LTV. Consumable membrane replacements add a third recurring stream.

Unit Economics
Hardware MSRP$8,999
BOM + Logistics$3,780
Gross Margin~58%
SaaS / Year$348
5‑Year LTV$10,740
Revenue Mix Evolution

Year 1: Focused on hardware sales and installer channel development.

Use of $1.5M Seed Round
Capital deployed to achieve commercial production readiness by Month 18.
45% · $675,000
R&D & Prototyping
PEM stack optimization, metal‑hydride formulation, 3 working prototypes.
30% · $450,000
Tooling & Manufacturing
Initial production tooling with DFM‑certified CM partner.
15% · $225,000
Regulatory & Certifications
UL/ETL, NFPA hydrogen safety, utility interconnection approvals.
10% · $150,000
GTM & Installer Channel
Pilot installer partnership program and early customer acquisition.
Execution Roadmap

From prototype to production.

Now — Month 0
Seed Round & PoC
Working electrolyzer + fuel cell bench prototype. Metal‑hydride storage validated. Seed round open at $12M cap SAFE.
Month 3
Alpha Units & Partner Selection
3 integrated alpha units. CM partner selected. PEM stack supplier LOIs signed. Regulatory pre‑submission filed.
Month 9
UL Certification & Pilot Installs
UL listing received. 20 pilot homes in Texas and California. Solar installer partnerships active. Pre‑orders open.
Month 15
Commercial Production Run
500‑unit production run shipped. Series A targeting $8M. National installer channel launched.
Month 24
Breakeven & Scale
Cash flow positive at 1,200 units. $12M ARR run rate. Utility V2G partnership program launched.
The Ask

$1.5M Seed Round

We are issuing SAFE notes at a $12M pre‑money valuation cap with a 20% discount rate. Minimum check size $50K. Round closes when full.

Investment Terms
InstrumentSAFE Note
Valuation Cap$12M pre‑money
Discount Rate20%
Round Size$1,500,000
Minimum Check$50,000
Luke Wade — Co‑Founder & CEO
lukeswade@gmail.com · 214.642.0265
calendly.com/lukewade‑h2phlo
← Product Overview Tech Specs

The Team

Meet the founders.

Three UT Austin alumni building the future of residential energy independence.

Luke Wade
Luke Wade
Co-Founder · CEO
daddy

UT Austin Plan II Honors ’11. Senior Sales Engineer at Insightly (Unbounce). A decade of enterprise SaaS GTM experience turning complex technical systems into compelling customer value.

James Bayless
James Bayless
Co-Founder · CTO
Head of HR

UT Austin BS Mechanical Engineering ’11, TCU Neeley MBA ’20. 5+ years at BHP Billiton Petroleum from engineer to drilling supervisor on deepwater unconventional wells. Precision built under pressure.

Brian McDonald
Brian McDonald
Co-Founder · CPO
Secretary to the CEO

UT Austin BS ME (Tau Beta Pi), Stanford MS ME ’14 — energy systems & heat transfer. VP Product at Magna Imperio Systems where he commercialized the world’s first industrial-scale electrochemical desalination system. Dir. of HW Engineering at Pattern Bioscience.