General-purpose AI is not legal for regulated work.
Target operating model. Pre-revenue. Infrastructure live, conversations active.
Oction Labs has not entered into any service or revenue contracts to date. Phase 0 infrastructure is live and buyer conversations are underway.
General-purpose AI is not legal for regulated work.
One vertically integrated stack. Three revenue models.
Four revenue layers, one infrastructure position.
| Segment | TAM | SAM (5-year) | Notes |
|---|---|---|---|
| Municipal AI services | $2.1B | $340M | Predictable procurement, defined compliance |
| Regulated enterprise | $8.4B | $1.2B | Health, finance, legal – high contract value |
| Data licensing | – | $180M (Year 3) | Proprietary asset layer from deployments |
| Net-zero compute / grants | $450M | $60M (Year 3) | Government-funded infrastructure arbitrage |
| Total addressable in 5 years | $1.78B | ||
A 24-36 month window, opened by three forces.
Built without outside capital.
Deployments produce data. Data becomes the next product.
Competitors rent the stack. We control it.
Capital converts the existing pipeline into contracted deployments and closes the sovereign infrastructure loop.
We are building the sovereign AI layer for regulated Canadian infrastructure. If you are constructing the same future, let us talk.