Back33 Labs
T/02 / INDUSTRIAL SAAS
LIVE

Fieldspark

fieldspark.co

Fieldspark is an isolation intelligence operating system for heavy industry. The MVP is already live as mobile-first asset QR scanning. The roadmap layers in site-wide kiosk networks, AI-assisted ECI authoring, permit-to-work packs, digital isolation verification, and a full compliance data plane. Post-Grosvenor regulatory pressure in Australia and tier-1 miner digitisation create immediate buying urgency, while the same platform extends into oil and gas, LNG, power, and chemical over the next 36 months.

KEY STATS

TAM (MINING + O&G + LNG + POWER + CHEMICAL)
AUD $2.8B
ADDRESSABLE SITES (TIER-1 + TIER-2)
2,500-3,500
YEAR-1 BLENDED ACV (MOBILE + KIOSK)
AUD $500K
YEAR-5 REVENUE (STANDARD SCENARIO)
AUD $37.5M

BUSINESS MODEL

  • 01Layer 1: mobile PWA pilot AUD $30-60K, annual site licence AUD $120-180K/yr, 82%+ gross margin
  • 02Layer 2: kiosk hardware + implementation AUD $150-800K one-off, bundled annual licence AUD $200-400K/yr
  • 03Multi-site framework deals: AUD $500K-1.5M / year (3-10 sites)
  • 04Global framework deals: AUD $3-8M / year (tier-1 miner, all sites)

WHY NOW

Regulatory tightening (RSHLA Act 2024, Mines WHS Supplementary Regs 2025, post-Grosvenor enforcement) creates mandatory buying triggers. Tier-1 miners are digitising safety workflows but lack purpose-built isolation management software. EHS software market growing 14.6% CAGR to USD $4.5B by 2029.

5-YEAR EXIT PLAN

PRIMARY PATH
Strategic acquisition by EHS or mining-tech incumbent
Y5 TARGET VALUEAUD $180-260M
MULTIPLE5-7x Y5 ARR

Vertical SaaS at tier-1 miner scale commands premium multiples once a global framework deal is booked. AUD $37.5M Y5 revenue at 5-7x lands a typical EHS software exit band.

ALTERNATIVE PATHS
  • 01Hexagon, Cority, Intelex, Evotix, or Ideagen strategic buy
  • 02PE rollup inside an industrial safety / compliance platform
  • 03Cash-flow hold: AUD $10-14M annual EBITDA at Y5 run-rate

Figures above are forward-looking targets based on current assumptions and are not guaranteed. Actual performance may differ materially. See full disclosure.

CURRENT STAGE
Patent Pending · LOI Stage · MVP Shipping
View WebsiteBusiness Plan
Business plan · Fieldspark

Share your name and email to open the plan.

Kept confidential. We may follow up if there's something to talk about.