GUARDIAN US Market Entry MVP PHASE
The "American Dream" pivot. From Australian-founded intelligent safety infrastructure to US federal-aid project deployment. One source of truth for the entire US launch.
Target Launch
Q1 2027
ATSSA Convention Feb 5–9
US Work Zone Fatalities
850
2024 · FHWA data
Weight Advantage
10×
Lighter than nearest competitor
MVP Budget
$500K
Fundable from AU FY28 EBITDA
⚒
MVP Readiness
| Phase 1 | MVP — Revenue in Field | Q3 2026 → Q2 2027 |
| Phase 2 | Intelligence Layer (Moat) | Q2 → Q4 2027 |
| Phase 3 | Platform Scale (Data) | 2028+ |
★
Critical Path
- US Entity (Delaware LLC) — Week 1–2
- Product Liability Insurance — Week 2–4
- ITE VTCSH Testing — 30–60 days
- MASH Cat 4 Analysis — 60–90 days
- EC25-AF Module Swap (Joel) — Pre-June China
- TASTrack US Build (Sam) — 60–90 days
- ATSSA Full Member & Convention Booking
- First Pilot (MN or UT) — Q4 2026
⚔
US Competitive Snapshot
Full intel →
| Competitor | Weight | Tech Level | Model | Weakness |
|---|---|---|---|---|
| Ver-Mac Flagger-Mac | 390–455 kg | Medium | Purchase/Rent | Heavy trailer; no AI |
| Wanco WAFD | 397 kg | Low | Purchase/Rent | Mechanical winch; no data |
| Horizon/TAPCO Cart | 197 kg | Medium | Purchase/Rent | Heavy cart; no WZDx |
| Bird Dog AFAD | ~180 kg | Medium | Rental | No IoT platform |
| GUARDIAN MVP | <20 kg | High | Subscription | Structural advantage |
⚖
Priority Targets
| Tier | Company | Revenue | Target |
|---|---|---|---|
| T1 | RoadSafe Traffic | $680M | 1,000+ units |
| T1 | AWP Safety | $469M | 500–1,000 |
| T2 | Flagger Force | ~$50M | 100–300 |
| T2 | N-LINE Traffic | ~$18.8M | 50–150 |
| T3 | MnDOT (Phase 2) | Govt | Direct sub |
★
Stakeholder Map
| Org | Approach | Status |
|---|---|---|
| ATSSA | Full Member + 2027 Convention | Apply |
| LIUNA / LECET | Safety Fund + Curriculum | Approach |
| FHWA WZDx | Feed Registration | TASTrack |
| Bechtel / Kiewit | T1 Safety Plan Inclusion | NDA |
| MnDOT / UDOT | QPL Submission | Q4 2026 |
“We believe no American construction worker should stand in live traffic to keep traffic moving.”
GUARDIAN US MVP · 20kg Intelligent AFAD · Native WZDx · Subscription Model · First Revenue Q1 2027