Supersede / Investor Operating System
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Series A · H1 2026 · Investor Portal

Supersede Operating System.

Not a product company. A manufacturing platform built to displace wood. This portal is the actual operating system that runs Supersede — Materials Advisor, ERP, Roadmap Advisor, and Investor Portal — sequenced into one continuous story so you can see exactly how we punch above our weight.

Series A
$10M
Pipeline
$145M
Run rate
$30M+
Plants
2 by Q2'26
Act 01 · The Thesis

Why Supersede. Why now.

The case in three cards. The deck is the proof, but the operating system is the moat.

01 — Problem

Wood is dated. The chain is worse.

Plywood and OSB warp, rot, splinter, and depend on chemicals to fake moisture resistance. OEMs eat the warranty risk and the scrap.

  • Plywood lead time12+ wk
  • Tariff exposureHigh
  • Material loss~14%
02 — Solution

Engineered like an automotive part.

Recycled-plastic structural panels with hollow-profile geometry. Waterproof, rot-proof, bi-directional stiffness. Patents 12384088 & 20250026061.

  • Moisture absorb0%
  • Recyclability100%
  • OEM lead timeJIT
03 — Market

$95B TAM. Marine is the wedge.

Marine and RV OEMs are the toughest validation possible. Once panels survive a pontoon deck, every other application is downhill. ICC-ES AC-558 unlocks structural construction in '26.

  • TAM$95B
  • SOM$1B
  • Launch$350M
Interstitial · Making Ordinary Obsolete

This is the build.

Designed by automotive engineers. Extruded on our own line. Shipped in 120 feet from raw recycled feedstock to finished panel.

Live · Plant 1 · Phoenix
IBEX 2025 · Innovation Award Footage
From recycled-plastic feedstock to OEM-grade structural panels — one connected line.
120 ft
Raw → Finished
01 · Sustainability

100% recyclable. Carbon-negative.

Recycled-plastic feedstock, locally sourced. Off-cut buy-back loop. Lower CO₂ vs treated plywood. Zero VOCs, zero formaldehyde, zero CCA.

02 · Product

Engineered to outperform wood.

Waterproof, termite-proof, mold & rot-proof, splinter-proof, UV stable, bi-directional stiffness, fire resistant. ASTM-compliant on mechanical & physical properties.

03 · Supply chain

Fixed pricing. Tariff-immune.

Smaller footprint than the lumber chain. Fewer points of failure. Off-cut buy-back program means waste re-enters the line, not the landfill.

04 · Reliability

JIT delivery, real-time visibility.

Vertically integrated to the panel. Real-time tracking from order intake through ship date. Predictable lead times — every time.

120ft
Raw → Finished panel
5Msq ft / yr
Plant 1 · Phoenix
2Patents
12384088 · 20250026061
$10MSeed (2025)
Forbes · hardware regains favor
Line 01 · Structural

The Marine Board

Structural, waterproof solution. Drop-in for marine-grade plywood across decking, stringers, transoms, sub-floor, and walls.

DeckingStringersTransomsSub-floorWalls
Line 02 · Lightweight

The USTA+ Board

Lightweight, waterproof composite. RV, trailer, cabinetry, and wall-sheathing applications where weight matters as much as strength.

BenchesWallsCabinetryWall sheathing
Line 03 · Construction

The Supersede Board

Structural sheathing for residential and commercial construction — pending ICC-ES AC-558 acceptance. Subfloor, roof, walls, and concrete forming.

SubfloorRoofsWallsConcrete forming
Act 02 · The Operating System

This is how Supersede actually runs.

Four modules, one connected workflow. Materials Advisor finds margin. ERP delivers JIT. Roadmap Advisor picks the next high-margin niche. Investor Portal makes it transparent.

Every panel below is the live tool — not a screenshot. Scroll, click, change a slider, run a recommendation. The same tools that scope our customer wins, schedule our shifts, and pick our next product line.

materials-advisor / formulation engine · LINE 1
Live
Click to load live tool Materials Advisor · LINE 1 Interact with feedstock sliders, the compound profile radar, and the live formulation recommendation.
supersede-factory-erp / facility select
Live
Click to load live tool ERP 2026 · Phoenix & Elkhart Pick a facility, sign in with a demo PIN (try 1111), and see the production board, order queue, and SLA timers.
supersede-productroadmap / market intelligence v5
Live
Click to load live tool Roadmap Advisor · v5 Open the market intelligence dashboard — competitive pricing, margin forecast, capacity fit.
supersede-investor / elevate your build
Live
Click to load live tool Investor Portal · post-close view Cap table, plant ramp, KPI tiles, and monthly cohort revenue.
supersede-fpa / machine ramp & operating plan
Live
Click to load live tool Financial Planning & Analysis Machine ramp, plant economics, P&L by month, scenario toggle.
Interstitial · Competitive Edge

Why we win the spec sheet.

Side-by-side against the categories we displace. Same nominal sheet, same OEM application — radically different operating cost over a platform's life.

Attribute
Supersede
MG Plywood
HDPE Sheet
Coosa Composite
Waterproof / 0% absorb
Yes
No
Yes
Yes
Fastener retention
High
Decays w/ moisture
Low
Med
Bi-directional stiffness
Yes
Limited
No
Yes
UV stable
Yes
No
Mid
Yes
Termite / rot / mold
Immune
Vulnerable
Immune
Immune
Fire resistance
Compliant
Treated
Variable
Yes
ASTM compliance
Yes
Yes
Partial
Yes
Recyclable (100%)
Yes · buy-back
No
Difficult
No
Fixed pricing
Yes
Tariff exposed
Resin-linked
Premium
VOCs / formaldehyde
None
CCA + resins
None
None
Waterproof Termite-proof Mold & rot-proof Splinter-proof UV stable Bi-directional stiffness Fire resistant ASTM compliant Fixed pricing Off-cut buy-back
Live · panel proof SUPERSEDE / SCREWED
Fastener retention · CNC profile
The same panel, end-of-line.
Bi-directional stiffness holds the screw line under load. No splinter, no mushroom, no warranty risk.

— Market Validation

2024 · IBEX
Innovation Award Winner
Set to transform the marine-grade plywood market.
2024 · Fast Company
World Changing Ideas
Material reinvention category recognition.
2025 · Forbes
$10M Seed · hardware regains favor
"Supersede raises $10M as investors return to hardware."
2025 · Boating Industry
May Issue Feature
Travel light, leave the wood behind — OEM adoption coverage.
Act 03 · Why we punch above our weight

One connected workflow.

Every module feeds the next. That's the compounding edge — and the reason a small team is winning OEM design-in.

01 · OPS
Materials Advisor

OEM spec in → formulation out. Margin found before extrusion starts.

02 · ERP
JIT Production

Formulation lands on the line. PIN-auth operators run the order. SLA tracked at the panel.

03 · PRD
Roadmap Advisor

Capability + capacity + competitive map → recommends the next high-margin niche.

04 · CAP
Investor Portal

Run rate, KPI tiles, and cap table update the same hour orders ship.

The Raise
Series A · Sponsor Equity
$10M
to scale the infrastructure platform

$145M in pipeline. ICC-ES AC-558 acceptance in committee. Plant 1 live, Plant 2 in commissioning. This round seeds 4–6 IRB-financed plant SPVs. Capacity scales through project finance — not corporate dilution.

Phase 1
Penetrate the beachhead

Marine + RV OEMs. Plant 1 throughput up. 10% share of the SOM by Q3 '26.

Phase 2
Enter structural construction

ICC-ES AC-558 unlocks floor / wall / roof sheathing. Plant 2 online for the RV corridor.

Phase 3
Infrastructure platform

Micro-factory SPVs financed with Industrial Revenue Bonds. Multiple plants/year in parallel.

Supersede is replacing wood
where wood should no longer be used.

The deck is the proof. The operating system is the moat. The raise converts validated demand into capacity — using the same tools you just watched run.