ARCBOS SnowBot Pre-A Business Plan (English)

PUB-2604-0012-BRF · 1.0

Barcode ARCQP7CZVF8X1

ARCBOS SnowBot Pre-A Business Plan

ARCBOS
ENGINEERED FOR EXTREME CONDITIONS

What we are building is not a single machine,
but an industrial-grade autonomous capability that can operate reliably over long periods in extreme environments.
Project: SnowBot
Positioning: All-electric · Autonomous · Industrial-grade extreme-cold snow removal robot system
Target markets: North America, Canada, Europe, and Northern China commercial and industrial facility operations
Financing stage: Pre-A / Engineering prototype validation stage
Raise: RMB 4–6 million
Equity offered: 8%–12%

Investment Summary

The core of this round is not short-term revenue, but engineering transition.

The single objective of this Pre-A round is:
To complete an industrial-grade engineering prototype that is operable, testable, demonstrable, and ready for pilot preparation.

Valuation transition logic:
Concept validation
└─> Engineering validation
    └─> Scenario validation
        └─> Small-batch commercialization
This round is not buying a financial statement. It is buying engineering certainty:
├─ Low-temperature start-up and thermal management capability in extreme cold
├─ Real operating capability of heavy-duty chassis and work execution system
├─ System integration across sensing, control, and execution
├─ Remote monitoring, fault alerting, and degraded operation capability
└─ Qualification for customer demos and winter pilot entry

Problem and Opportunity

Market Nature

Snow removal is not optional consumption. It is essential facility operations.

Typical target customer scenarios:
├─ Data centers
├─ Medical campuses
├─ Logistics parks
├─ Industrial sites
├─ Commercial complexes
├─ Educational institutions
└─ Public facility supporting areas
This market has four common characteristics:
├─ Budgeted
├─ Recurring every year
├─ Non-optional
└─ High consequence of failure

Problems with Existing Solutions

The mainstream approach today is:
Manual dispatch + fuel equipment + experience-driven execution + non-auditable results
Common problems:
├─ Heavy dependence on labor
├─ Difficult night-shift scheduling
├─ Unstable performance under low-temperature conditions
├─ Volatile and unpredictable cost structure
├─ Non-quantifiable work consistency
└─ Lack of remote visibility and process traceability
DimensionTraditional Approach (Labor + Fuel)SnowBot (Target State)
Night OperationsHighly dependent on labor schedulingAutonomous operation
Extreme Weather CapabilityUnstable and highly variableStable operation in extreme conditions
Operational ConsistencyNot measurableRepeatable and traceable
Long-duration WorkLimited by human fatigueSustainable operation
Cost StructureVolatilePredictable
AuditabilityNearly noneFull-process records
The market does not lack equipment.
It lacks an industrial-grade autonomous operating system that can run reliably over time in extreme environments.

Opportunity Assessment

This opportunity is valid because:
├─ Demand is real
├─ Spending is mature
├─ Substitution logic is clear
├─ Scenarios are well defined
├─ The technical threshold is high
└─ Once established, the capability has platform expansion value

Why Now

The timing window is created by four overlapping trends:
├─ Labor cost continues to rise
├─ Customers increasingly require auditability
├─ Electric drive, sensing, and autonomy technologies are maturing
└─ North American procurement and pilot cycles are clear
TimeStageContent
MayRFP ReleaseRequirements defined
Jun–AugEvaluationTechnical + commercial review
Before SepContract AwardWinning supplier confirmed
WinterExecution & ReviewService delivery and performance assessment
Key customer concerns:
├─ LOS (level of service)
├─ Response time
├─ Coverage
├─ Auditability
└─ Risk control

Solution

SnowBot is not a single mechanical product.
It is an industrial-grade autonomous system designed for extreme-cold snow removal scenarios.

System objectives:
├─ Start reliably in extreme cold
├─ Operate in complex snow conditions
├─ Be monitored during long-duration operations
├─ Degrade safely when faults occur
└─ Be validated on customer sites

System Composition

SnowBot consists of six core systems:
├─ Extreme-cold operation system
│  ├─ Low-temperature start-up
│  ├─ Battery insulation
│  ├─ Closed-loop thermal management
│  └─ Temperature control for key electronics
│
├─ All-electric drive system
│  ├─ High-torque output
│  ├─ Traction and braking control
│  ├─ Low-temperature power retention
│  └─ Freeze-resistant heavy-duty adaptation
│
├─ Work execution system
│  ├─ Snow pushing / clearing execution
│  ├─ Anti-clogging structure
│  ├─ Parameter matching
│  └─ Modular work interface
│
├─ Sensing and localization system
│  ├─ Multi-source sensing
│  ├─ Non-single-vision dependence
│  ├─ Boundary recognition
│  └─ Low-visibility safety strategy
│
├─ Autonomy control system
│  ├─ Path execution
│  ├─ Priority management
│  ├─ Exception handling
│  └─ Fault tolerance
│
└─ Remote operations and maintenance system
   ├─ Status telemetry
   ├─ Fault alerts
   ├─ OTA capability
   └─ Logging and traceability

What This Round Must Prove

This round is not proving a concept. It is proving the following capabilities:
├─ Completion of a basic snow removal workflow
├─ Stable start-up and short-duration continuous operation in low temperatures
├─ Basic path execution and safe stop capability
├─ Remote status monitoring and key parameter telemetry
└─ Readiness for customer demo or winter pilot pre-validation

Scope of This Stage

To keep milestones clear, this round does not aim for:
├─ Mass production
├─ Full commercial closure
├─ Full-scenario generalized autonomy
├─ Fully unmanned long-term deployment under all weather conditions
└─ Large-scale overseas delivery infrastructure

Engineering Validation Path

Five Core Capabilities to Validate

Validation capability 1: Low-temperature start-up and thermal management
├─ Can the system start in low-temperature environments?
├─ Is there a closed-loop thermal management mechanism?
└─ Is thermal balance controllable over longer operation periods?

Validation capability 2: Traction and chassis mobility
├─ Can traction be maintained on snow and low-adhesion surfaces?
├─ Can the system resist sinkage, slipping, and drift?
└─ Can it operate stably on typical campus or facility roads and slopes?

Validation capability 3: Work execution
├─ Can it handle powder snow, wet snow, and partially compacted snow?
├─ Can blockage risk in the work mechanism be identified and controlled?
└─ Can basic clearing performance be repeated consistently?

Validation capability 4: Sensing and safety
├─ Is there a safety strategy for low visibility, icing, and occlusion?
├─ Can it identify obstacles and enforce boundaries?
└─ Can it stop safely or enter controlled operation when sensing degrades?

Validation capability 5: Remote monitoring and degraded operation
├─ Status telemetry
├─ Logging
├─ Fault alerts
├─ Fail-safe
└─ Fail-degraded

Five Key Engineering Risks and Response Paths

RiskImpactValidation MethodMitigation
Battery degradation in low temperatureReduced runtimeCold-start testingInsulation + preheating + energy management
Wet snow blockageInterrupted operationContinuous operation testingAnti-clogging design + parameter optimization
Track slipLoss of mobilitySnowfield testingHigh torque + traction control
Sensing failureSafety riskBlizzard / low-visibility testingRedundant sensing + degraded mode
Long-duration instabilityDowntime riskExtended runtime testingModularity + fault isolation

Market Entry Path

Priority Customer Segments

Initial entry priority:
├─ Tier 1: High-reliability scenarios
│  ├─ Data centers
│  ├─ Medical campuses
│  ├─ Logistics parks
│  └─ Industrial facilities
│
└─ Tier 2: Standardized scenarios
   ├─ Commercial parks
   ├─ Educational institutions
   └─ Standardized property campuses
Common characteristics of the initial target customers:
├─ High demand for night-time response
├─ High consequence of failure
├─ Mature budgets
└─ Strong requirements for reliability and auditability

Initial Validation Funnel

Entry path:
Engineering prototype completed
└─> Pre-winter scenario demo
    └─> Pilot opportunity
        └─> LOI / pilot intent
            └─> Customer validation basis for Series A

Single-site Deployment Logic

Single-site deployment logic:
├─ Small site: 2–3 units
├─ Medium site: 3–6 units
└─ Large site: 6–10 units

Commercial Model and Closure Path

Three commercial models will be validated in the early stage:
├─ Model 1: Equipment sales
│  ├─ For large customers with in-house operations teams
│  └─ Direct payment path
│
├─ Model 2: Leasing / RaaS
│  ├─ Better aligned with service-substitution logic
│  └─ Suitable for customers procuring capability as OPEX
│
└─ Model 3: Embedded cooperation with existing service systems
   ├─ First substitute part of labor OPEX
   └─ Lower the barrier for initial market entry
This round does not force a final commercial model.
It focuses on validating three things:
├─ Who pays
├─ Who accepts delivery
└─ Who bears operational responsibility

Product Roadmap

PhaseTimelineCore ObjectiveOutput
Phase 10–6 monthsPrototype completionOperable engineering prototype
Phase 26–12 monthsScenario validationFailure modes
Phase 312–18 monthsSeries A foundationLOI + test reports
Platform expansionLaterHorizontal replicationMowing / inspection / security

Competitive Barriers

Barrier 1: Coupled threshold of extreme cold + heavy duty + autonomy + long-duration operation
├─ Individual modules can be copied
└─ Simultaneous engineering validity across all systems is difficult to replicate
Barrier 2: Product defined from a facility-operations perspective
├─ This is not a “robot that can move”
└─ It is an industrial-grade system that must complete the task reliably
Barrier 3: Cross-disciplinary integration capability
├─ Mechanical and chassis engineering
├─ Energy and thermal management
├─ Electric drive and control
├─ Sensing and autonomy
├─ Remote O&M
└─ Validation system
Barrier 4: Capability accumulation from prototype to platform
├─ Low-temperature operating know-how
├─ Long-duration operating strategy
├─ Failure mode database
├─ Modular maintenance architecture
└─ Remote O&M loop

Prototype Delivery Organization

Tiejing Gong

Role: Founder / Platform architecture, scenario definition, and overall project control
Responsibilities in this round:
├─ System target definition
├─ Scenario and customer path judgment
├─ Team organization and resource coordination
├─ Financing rhythm and milestone control
└─ Overall project execution

Jifeng Gong

Role: Co-founder / Industrial chain and engineering resource coordination
Responsibilities in this round:
├─ Industrial resource coordination
├─ Supply chain and external engineering support
├─ Engineering input structure and production rhythm planning
└─ Transition preparation from prototype to production

Chao Chen

Role: Partner / Product engineering and full-system implementation
Responsibilities in this round:
├─ Overall engineering implementation
├─ Prototype structure and platform engineering
├─ Conversion from R&D to prototype delivery
├─ Cost and structural optimization
└─ Engineering delivery coordination

Wensheng Zhen

Role: Partner / Control systems and system integration lead
Responsibilities in this round:
├─ Control system architecture and integration
├─ End-to-end chain integration across sensing, execution, and control
├─ Support for system-level testing
├─ Stability and exception-handling strategy coordination
└─ Implementation of full-system operating logic

Engineering Prototype Parameters

Parameter Definition Principles

Parameter framework for this round:
├─ Focused on engineering prototype validation
├─ Bounded by real campus and commercial facility scenarios
├─ Prioritizes “able to work, stable, safe, and demonstrable”
└─ Does not equate this prototype parameter set with final production specifications

Target Application Boundary

Target scenarios in this round:
├─ Snow removal on commercial campus roads, walkways, and plazas
├─ Peripheral areas of high-reliability scenarios such as data centers, medical, and logistics facilities
├─ Small-to-medium and medium standardized sites first
└─ Night-time, low temperature, and continuous operation as core validation conditions
Priority operating conditions to validate:
├─ Powder snow
├─ Wet snow
├─ Partially compacted snow
├─ Low visibility
└─ Repeated low-temperature start-up and operation

Primary Parameter Framework

SnowBot engineering prototype parameter framework:
├─ Work capability parameters
│  ├─ Clearing width: industrial-grade single-unit effective clearing width
│  ├─ Operating speed: sufficient for continuous campus-level progression
│  ├─ Operating duration: supports single-cycle continuous operation validation
│  └─ Clearing result: judged by repeatability, demonstrability, and verifiability
│
├─ Environmental adaptation parameters
│  ├─ Low-temperature start-up: designed for extreme-cold operation
│  ├─ Low-temperature operation: closed-loop thermal management
│  ├─ Low-visibility operation: safety strategy in place
│  └─ Complex snow adaptation: covers typical winter conditions
│
├─ Chassis and mobility parameters
│  ├─ Traction capability: operable on snowy low-adhesion surfaces
│  ├─ Anti-sink and anti-slip: coordinated structural and control strategy
│  ├─ Slope capability: suitable for typical campus incline conditions
│  └─ Obstacle traversal: handles curbs, joints, and uneven surfaces
│
├─ Energy and runtime parameters
│  ├─ All-electric drive
│  ├─ Battery thermal management
│  ├─ Low-temperature endurance retention
│  └─ Energy scheduling and safety protection
│
├─ Sensing and autonomy parameters
│  ├─ Multi-source sensing fusion
│  ├─ Non-single-vision dependence
│  ├─ Path execution and boundary control
│  ├─ Obstacle recognition and safe stop
│  └─ Degraded operation logic
│
└─ O&M and safety parameters
   ├─ Status telemetry
   ├─ Fault alerts
   ├─ Fail-safe
   ├─ Fail-degraded
   └─ Remote monitoring and maintenance interface

Investor-facing Parameter Language

Recommended external language without disclosing detailed design values:
├─ Work mode: industrial-grade snow removal for commercial facility operations
├─ Work objects: roads, walkways, and open standardized areas
├─ Temperature target: designed for extreme winter conditions
├─ Drive form: all-electric
├─ Operating mode: autonomy-first with remote monitoring and intervention
├─ Sensing mode: multi-source fusion, not dependent on a single visual condition
├─ Safety logic: supports safe stop and degraded operation
└─ Validation target: an engineering prototype that is demonstrable, testable, and pilot-ready

Scope for Technical Due Diligence

The following items will be reserved for subsequent technical due diligence materials:
├─ Exact vehicle dimensions and weight
├─ Exact battery capacity and detailed thermal strategy
├─ Detailed sensor configuration and mounting layout
├─ Control algorithm structure details
├─ Detailed chassis structural parameters
├─ Detailed work mechanism structure and patent points
└─ BOM, unit cost, and key component lists

Use of Funds

The essence of this round is to buy engineering certainty.
Use of proceeds:
├─ Mechanical chassis and work mechanism development
│  ├─ Chassis platform
│  ├─ Structural part development
│  ├─ Work mechanism design
│  ├─ Prototype machining and assembly
│  └─ Key component procurement
│
├─ Electric drive, energy, and thermal management system
│  ├─ Battery pack and BMS
│  ├─ Electric drive system
│  ├─ Heating and insulation design
│  ├─ Low-temperature operating strategy validation
│  └─ Key component selection and testing
│
├─ Sensing, control, and computing platform
│  ├─ Sensors
│  ├─ Controllers and computing platform
│  ├─ Control system development
│  ├─ Integration and fault-handling logic
│  └─ Remote telemetry system
│
├─ Testing and validation
│  ├─ Environmental tests
│  ├─ Site tests
│  ├─ Winter-condition test preparation
│  ├─ Prototype iteration tests
│  └─ Test data recording and review
│
└─ Team and project execution
   ├─ Core R&D input
   ├─ Engineering coordination
   └─ Basic project management and operations

Milestones and Success Definition

M1: System scheme freeze
├─ Overall architecture determined
├─ Key module boundaries defined
└─ Key component selection completed

M2: Mobility platform operational
├─ Chassis is operable
├─ Basic motion control established
└─ Initial traction and stability validation basis established

M3: Key module integration completed
├─ Work mechanism linked with chassis
├─ Control chain basically integrated
└─ Status telemetry and basic monitoring available

M4: Low-temperature and fault-strategy validation
├─ Core thermal strategy formed
├─ Safe stop and degraded logic validated
└─ Initial failure modes identified

M5: Engineering prototype completed
├─ Operable
├─ Demonstrable
├─ Verifiable
└─ Ready for pre-pilot showcase

M6: Winter validation preparation completed
├─ Test plan defined
├─ Customer demo materials formed
└─ Ready to push pilot or LOI discussions
Stage adjustment principles:
If some advanced autonomy capabilities are delayed, this round will still prioritize preserving:
├─ Operability
├─ Workability
├─ Monitorability
└─ Safe stop capability

Investment Logic of This Round

To judge whether a Pre-A project is investable, five things matter most:
├─ Whether the market is real
├─ Whether spending is mature
├─ Whether the technical path is clear
├─ Whether the team can deliver the prototype
└─ Whether the milestones are verifiable
This round is not about proving infinite future upside.
It is about proving that we can use limited capital to build the first industrial-grade extreme-cold snow removal robot that can truly work.

Preconditions for the Next Round

The next round will be built on:
├─ Engineering prototype completion
├─ Real-world condition validation
├─ Identification of core failure modes
├─ Clear product iteration direction
└─ Initial pilot or LOI basis
Objectives for the next round:
├─ Improve engineering stability
├─ Prepare for small-batch production
├─ Validate overseas deployment scenarios
└─ Build commercial closure

Single-site Economics (Investor Version)

Core Economic Logic

Winter snow removal for commercial and industrial facilities is, by nature,
a recurring, budgeted, non-interruptible operational expense.

Therefore, the economic model is not built around “how much one robot sells for,”
but around “how much existing spending it can replace and how much uncertainty it can reduce.”
Current Cost StructureAfter SnowBot
Labor costEquipment / leasing cost
Night dispatch costElectricity and maintenance
Fuel equipment costRemote operations and maintenance
Management costAutomated management
Risk / service-level costMore predictable cost

Why Customers Will Be Willing to Pilot

Customers do not buy robots because they “like robots.”
They buy because they have to deal with these persistent pain points:
├─ Difficulty securing stable labor at night
├─ Uncontrollable response during snow events
├─ Difficulty tracking work quality
├─ Pressure from service-level commitments
└─ High and volatile cost of traditional solutions
The core customer value of SnowBot:
├─ Reduce labor dependence
├─ Improve operational predictability
├─ Improve auditability and service-level execution capability
└─ Reduce long-term operational uncertainty

The Right Way to Frame Single-site ROI

Single-site ROI should be built on a conservative basis:
├─ Prioritize high-frequency, high-reliability, night-critical sites
├─ Prioritize scenarios with the greatest labor and dispatch pain
├─ Prioritize standardized areas with stronger substitution efficiency
└─ Prioritize validation value within one winter cycle
Investor-friendly ROI framework:
├─ Inputs
│  ├─ Site area and snow-clearing workload intensity
│  ├─ Current annual labor / service spending
│  ├─ Current equipment and fuel spending
│  ├─ Peak-event dispatch cost
│  └─ Hidden risk and service-level related cost
│
├─ Substitution variables
│  ├─ Share of standardized area covered by SnowBot
│  ├─ Replaceable labor shifts / night-shift workload
│  ├─ Outsourced or temporary dispatch cost reduction
│  └─ Service execution improvement
│
└─ Outputs
   ├─ Annual replaceable OPEX range
   ├─ Recommended unit count per site
   ├─ Payback period range
   └─ Non-financial customer benefits

Scope for Later Economic Modeling Materials

Detailed economic modeling will be further developed once customer samples, pilot conditions, and cooperation models become more defined, including:
├─ Annual labor-cost samples by site
├─ Assumptions on annual service capacity per unit
├─ Recommended deployment density per site
├─ Payback model tables
├─ CAPEX / OPEX model comparison
└─ ROI differences by customer type

Closing

Extreme-cold snow removal is not optional consumption.
It is a recurring, mission-critical, budgeted facility operations task.

What SnowBot aims to solve is not a lightweight robotics problem,
but an engineering systems problem involving extreme cold, heavy-duty operation, continuous execution, monitoring, and maintainability.

If this system is proven, it represents not only entry into a real market,
but also the first engineering cornerstone of ARCBOS in extreme-environment autonomous systems.
ARCBOS
ENGINEERED FOR EXTREME CONDITIONS

Shanghai ARCBOS Systems Ltd