$4.2MARR(growing 400% YoY)
Series B - Now Raising

Invest in the Futureof Computing

Photonics is the next semiconductor revolution.
We're building the tools that make it possible.

The companies designing the future of AI, quantum computing, and telecommunications will use FluxCoreDynamics. The question is: will you own a piece of it?

$32B
Market by 2028
15%
CAGR Growth
400%
YoY Revenue Growth
150%+
Net Revenue Retention
Market Opportunity

$32B Market by 2028

The photonics industry is experiencing unprecedented growth driven by AI infrastructure, data centers, and quantum computing demand.

$32B
TAM
Total Addressable Market
Global photonics industry
$4.8B
SAM
Serviceable Addressable Market
Design & simulation tools
$800M
SOM
Serviceable Obtainable Market
5-year capture target

What's Driving the 15% CAGR Growth?

AI Infrastructure

Data centers need 100x more bandwidth

+45% YoY

Cloud Computing

Hyperscaler photonic interconnects

+38% YoY

5G/6G Networks

Optical fronthaul/backhaul

+25% YoY

Quantum Computing

Photonic qubits gaining traction

+120% YoY
The Thesis

Why Photonics Matters Now

Moore's Law is ending for electronics. Photonics is the only path forward for the next generation of computing infrastructure.

Electronics: Hitting the Wall

  • Power density:CPU/GPU thermal limits reached
  • Interconnect bandwidth:Electrical I/O maxed at 112 Gbps
  • Latency:Speed of electrons limiting factor
  • Energy efficiency:Data centers consuming 2% of global electricity

Photonics: The Answer

  • 100x faster:Light speed data transmission
  • 10x more efficient:90% reduction in power consumption
  • Massive bandwidth:1.6 Tbps per fiber channel
  • Lower latency:Critical for AI training clusters

Critical Applications Driving Adoption

AI Training
$15B by 2027
5G/6G Networks
$8B by 2027
Quantum Computing
$5B by 2027
Autonomous Vehicles
$4B by 2027
Competitive Moat

Why FluxCore Wins

We're not another legacy tool with AI bolted on. We're AI-native from day one, built for the modern photonics engineer.

10x
Faster Design Cycles
Months to weeks
95%
First-Pass Success
vs 60% industry average
AI-Native
Not Legacy Retrofit
GPT-4 Vision + physics
Strong
Data Moat
100K+ designs training AI

FluxCore vs Legacy EDA Tools

FeatureLegacy (Synopsys, ANSYS)FluxCoreDynamics
ArchitectureDesktop-only, 1990sCloud-native, modern
Annual Cost$50K-200K/seat$3K-18K/seat
Time to First DesignWeeks of training2 hours
Simulation SpeedHours per runSeconds (real-time)
AI AssistanceNone / basicGPT-4 Vision + physics AI
CollaborationFile sharingReal-time multiplayer
First-Pass Success~60%95%

Our Defensible Moats

Proprietary Physics AI

Neural networks trained on 100K+ validated designs

Network Effects

More users = better AI = more users

Foundry Partnerships

Exclusive PDK integrations with TSMC, Intel

Data Advantage

Every design improves our models

Traction & Metrics

Proven Product-Market Fit

Strong early traction with enterprise customers and exceptional unit economics.

$4.2M
ARR
Growing 400% YoY
150+
Enterprise Customers
Including Fortune 500
90%+
Gross Margins
SaaS economics
150%+
Net Revenue Retention
Strong expansion

Trusted by engineers at leading companies

Intel
TSMC
NVIDIA
Google
MIT
Stanford
IMEC
GlobalFoundries

Revenue Growth Trajectory

$0.2M
2022
$0.8M
2023
$4.2M
2024
$15M
2025E
$45M
2026E
World-Class Team

Founders from Intel, MIT, Stanford

Team of 150+ (50% PhDs) with deep expertise in photonics, AI, and enterprise software.

RK

Riaan Kleynhans

CEO & Founder

Ex-Intel, MIT

15+ years photonics
12 patents
MIT PhD
DSC

Dr. Sarah Chen

CTO

Ex-Synopsys, Stanford

Stanford PhD
Ex-Lumerical
45+ papers
MW

Marcus Williams

VP Engineering

Ex-NVIDIA

20yr HPC Expert
MS Berkeley
DER

Dr. Elena Rodriguez

VP AI/ML

Ex-Google Brain

Stanford Postdoc
Nature Author

Board & Advisors

Dr. John Bowers
Board Advisor
UC Santa Barbara, Intel
Jennifer Kim
Board Member
Partner, a16z
Dr. Michal Lipson
Technical Advisor
Columbia University
Robert Mears
Industry Advisor
Ex-CEO Atomera
Current Investors

Backed by the Best

Series B round building on strong institutional support.

Andreessen Horowitz
Lead
Series A
Intel Capital
Strategic
Series A
Khosla Ventures
Lead
Seed
Y Combinator
Accelerator
Seed
Exit Opportunity

Strategic Acquirers Are Hungry

Six companies with $1.6T+ combined market cap are racing to dominate photonics design tools. None have AI-native solutions.

Synopsys

$80B

EDA Leader

Direct competitor gap

Cadence

$75B

EDA Leader

Photonics expansion

ANSYS

$30B

Simulation

Physics AI complement

Autodesk

$45B

Design Software

Hardware design entry

NVIDIA

$1.2T

AI/Photonics

AI chip co-design

Intel

$180B

Silicon Photonics

Internal tooling

Recent EDA M&A Precedents

$35B
Synopsys acquiring Ansys (2024)
$5B
Cadence acquiring OpenEye (2022)
10-15x
Typical revenue multiple
Financials

Path to Profitability

Use of Series B Funds

R&D / AI Development40%
Sales & Marketing30%
Team Expansion20%
Infrastructure10%

Key Metrics

Current ARR
$4.2M
2025 Target
$15M
2026 Target
$45M
Gross Margin
90%+
LTV:CAC
8:1
Payback Period
<12 mo
Burn Multiple
1.2x
Runway
24 mo

Path to Returns

Today
$4.2M ARR
$60M
Year 2
$45M ARR
$450M
Year 4
$150M ARR
$1.5B
Exit
Acquisition/IPO
$2B+
Get In Touch

Schedule an Investor Meeting

We're raising Series B to capture the photonics design tool market. Let's discuss how you can be part of the next computing revolution.

Schedule Meeting

Book a 30-minute investor call

Book Now

Pitch Deck

Download our investor presentation

Download PDF

Email Us

Direct line to investor relations

investors@fluxcoredynamics.com
+1 (650) 555-0123
Palo Alto, California

The photonic revolution is here.
Will you be part of it?

In 5 years, every AI data center will run on photonic chips.

The companies designing those chips will use FluxCoreDynamics.
This is your opportunity to own a piece of that future.