Investor Brief · Business Plan v10 · 2026

Bio-mimetic counter-UAS,
built in Houston.

Mule Works is closing a named gap in U.S. defense capability: a domestic bio-mimetic counter-UAS interceptor. Six platforms, SBIR-first capital strategy, and a HUBZone workforce ecosystem that keeps the company lean while it scales.

$3.187B
FY2026 NDAA counter-UAS appropriation
$1B / 340K
Drone Dominance Program — drones procured 2026–2028
110/110
CMMC L2 self-assessed (SPRS posted)
6 platforms
Hardware + AI software portfolio
I'm interested in:
The Setup

Three industrial waves are converging right now.

The largest domestic manufacturing reshoring opportunity in U.S. history. Mule Works is positioned at the intersection of all three — and the workforce we're training can move freely between them.

Wave 01

The American Drone Revolution

FCC ban on foreign-manufactured UAS (Dec 2025). $1B Drone Dominance Program. SkyFoundry Act targeting 1M drones/yr. Five federal policy actions converging at once.

$65B
Projected U.S. drone market by 2032
Wave 02

The AI Data Center Surge

Hyperscale data centers need physical security, infrastructure inspection drones, and workers with electronics + AI fluency. $500B+ Stargate investment alone.

106 GW
AI data center power demand by 2035
Wave 03

The Cybersecurity Crisis

3.5M unfilled cybersecurity positions globally. Mule Works trains HUBZone hires on CMMC, IPC, CompTIA stacks — qualifications that work across drones, data centers, and infosec.

3.5M
Open cybersecurity roles worldwide
Why Now

Five federal policy actions, all aligned.

The American drone and counter-UAS market didn't drift to this point — it was deliberately constructed by federal policy in the last 18 months. Mule Works is positioned at the intersection of all five.

Dec 22, 2025

FCC Foreign Drone Ban

All foreign-manufactured UAS banned from new FCC equipment authorization. China previously held ~70% of the global commercial drone market.

Active Now

Drone Dominance Program

$1B, ~340,000 drones, four-phase Gauntlet competition. Testing began Fort Benning Feb 18, 2026.

Enacted 2025

SkyFoundry Act

Government-owned production enterprise targeting 1,000,000 drones per year. Distributed manufacturing model favors small primes.

Executive Order

Drone Dominance EO

Federal agencies required to buy American. BVLOS rules fast-tracked. Allied-nation exports authorized.

FY2026 NDAA

$3.187B C-UAS Funding

Largest counter-UAS appropriation in DoD history. Plus $789M Collaborative Combat Aircraft and Sec. 345 Navy ship-inspection drone mandate.

The Thesis

Three structural advantages, compounding.

Each pillar would support a viable business on its own. Together, they let us compete for contracts most small primes can't.

🤖

AI-First Operations

HR, IT, finance, compliance, and engineering support are run by purpose-built AI software. Capital saved on overhead funds world-class technical talent and academic partners.

🎓

Academic Partner Network

Researchers paid on revenue and hires they bring in. Active partners at OSU, University of Houston (Dr. Sisman, Dr. Chen, Dr. Grigoriadis, Dr. Tian Chen), and access to international pipelines via SelectUSA.

🛡️

Workforce Ecosystem

HUBZone workforce subsidized through stacked programs (Workforce Solutions OJT, TWC Skills, HAUL, Capital IDEA). Phase Zero cognitive readiness baked in. Net incremental cost of HUBZone compliance is near zero.

Hardware Portfolio

Six platforms — flagship first.

The flagship MechBird MK-1 is a bio-mimetic counter-UAS interceptor. The supporting platforms (PolarNav, MLPAM, FlightWorks, micro turbines, AI software) each generate revenue independently and compose into the next platform.

Flagship · MechBird MK-1

Bio-Mimetic Counter-UAS Interceptor

Flapping-wing UAV that mimics avian flight to defeat hostile sensor classification. Visual deception + acoustic stealth + curved approach paths complicate radar tracking. The U.S. has no operational bio-mimetic C-UAS — China has fielded Small Falcon and Pigeon Program. We close that gap.

1.5 kg
MTOW (Tier 2)
$70–500
Unit cost
3 tiers
Spring → motor → guided
Platform · PolarNav

QuadNav / PolarNav GPS-Denied

Bio-inspired polarization heading sensor — Stokes-parameter analysis of scattered skylight. Verified ±0.177° standard deviation across five independent simulation environments. Drift-free, jam-proof, fully passive.

±0.177°
Heading
3.5 W
Power
$199
OEM price
Platform · MLPAM-PGS

Acoustic Dampening System

3D-printed multi-layer passive duct — 30+ dB reduction (99.9% acoustic power reduction) plus +45% thrust via Venturi effect. Disposable variant under $20. Ships in MechBird Tier 2+ and licenses to OEMs.

>30 dB
Reduction
+45%
Thrust
$20
Disposable
Commercial · FlightWorks

UAV Training Simulator

Unity 3D Part 107, military contested-environment, law enforcement, and firefighter ops scenarios. Doubles as our internal training platform — eliminates $40–60K/yr vendor training costs and powers HUBZone-hire certification prep at zero tuition.

Multi-tier
Licensing
Offline
Deployable
$175
Saved per FAA exam prep
Platform · Micro Turbine

Micro Turbojet Manufacturing

200N–600N thrust class, in-house. Simulation-first via OpenFOAM/SimScale → 3D-printed prototypes (PETG/ASA) → SLS Inconel/Titanium production. Eliminates dependency on PBS TJ40 / IDEALAB. Standalone export product.

200–600N
Thrust class
SLS Inconel
Production
Vertical
Integration
AI Software · 4 Platforms

Alfred / ConsentGuard / TAV / CC

Four production AI platforms generating commercial revenue. Alfred Voice (OpenAI Realtime + Claude/AssemblyAI fallback, healthcare Epic FHIR integration). ConsentGuard (TCPA compliance, AWS Marketplace). AlfredTAV (CMMC-compliant local Llama maintenance headset). AlfredCC (call center automation).

4
In production
CMMC
Local Llama stack
FHIR
Healthcare-ready
Active Platforms

Software you can actually try in this meeting.

We don't pitch with screenshots — we pitch with logins. Three Mule Works software platforms are live or near-live and demonstrate the operational discipline behind the company.

Live · Production

VITAL Portal

Team collaboration platform built for our DARPA VITAL abstract response (DARPA-PS-26-26, due May 20, 2026). Document control, tracked-changes review, three OSU MD/PhD investigators using it daily.

vital.muleworks.co →
Live · Internal

GovNav

Our internal AI contract-capture platform. Pulls SAM.gov, DARPA BAA, SBIR, and AFWERX feeds daily, scores fit, and drafts response abstracts. The system that lets a small team bid on everything.

govnav.relaywork.co →
Coming Soon

FlightWorks Simulator

Unity 3D UAV training simulator — Part 107, contested-environment military scenarios, law enforcement, firefighter ops. Cross-platform, offline-capable. Hosted demo build in progress.

Request demo invite →
Capital Strategy

SBIR first. SBA second. Seed catalyzes the rest.

Mule Works' capital strategy is sequenced: SBIR/STTR non-dilutive grants are the primary Year-1 vehicle. Once we have an active government contract, the SBA stack activates with dramatically better terms. Strategic seed investment de-risks the SBIR-pursuit window.

Phase 1 · Primary
$50K–$2.1M
SBIR / STTR (per award)
No equity, no personal guarantee, no repayment. Active proposals in prep across MechBird, PolarNav, MLPAM, micro turbine. Phase II up to $2,095,748.
Phase 1 · Bridge
80–90%
Contract factoring
Government receivables are premium collateral. Factor SBIR awards immediately at 1.5–3% / month — cheaper than dilution, faster than bank.
Phase 2 · Year 2
$2.7M
SBA 504 + 7(a)
Once a DoD contract exists, risk profile inverts. $1.8M 504 (facility/equipment) + $900K 7(a) (working capital). Manufacturer fee waiver = 0% upfront / 0% annual through Sept 30, 2026.
Phase 3 · Year 2+
$5M
MARC revolving line
SBA Manufacturers' Access to Revolving Credit. Bridges DoD net-30/90 payment cycles. ~1.25% per 60-day draw vs. 2–5% factoring.
2025 New Law
$10M
Made in America cap
Made in America Manufacturing Finance Act (May 2025) doubled NAICS 31–33 SBA cap from $5M to $10M. Our $3M is conservative — $7M of headroom.

Strategic seed capital fits before Phase 1. A $500K–$1M seed funds the SBIR-pursuit window: SBIR proposals take 6–12 months from submission to award. Seed pays the team that writes the proposals, builds the prototypes that demonstrate feasibility, and stands up the facility infrastructure. By the time the SBIR awards land, the company is already operating — and SBA bankability is unlocked.

Parallel Tracks

Five independent revenue + cost-reduction lanes.

Mule Works isn't betting on one path. Each track operates independently — when one is slow, others are active.

Revenue · Direct DoD

Prime contractor teaming

Active development with GDLS, Sikorsky, L3Harris, Bell, Elbit, SwRI. Once HUBZone certified, we become a hard-requirement subcontractor.

Revenue · Civil + Allied

NASA & allied exports

NASA SBIR/STTR pursuits in parallel. Drone Dominance EO authorizes allied-nation exports. SelectUSA pipeline via academic dual-citizenship partners.

Cost Reduction

Manufacturing grants

Chapter 380 (City of Houston economic grant) and DEAAG (Texas defense company facility grant) offset facility costs. SBIR indirect rate makes overhead reimbursable.

Workforce

Stacked subsidies

Workforce Solutions Houston OJT (50% wage reimbursement up to $21/hr × 400 hrs), TWC Skills for Small Business ($2K/hire), HAUL + Capital IDEA placement.

In Pursuit

HUBZone certification

TXTR Makerspace is in a designated HUBZone. Application target: June 2026. Once awarded — set-aside contracts (3% of all federal $), sole-source up to $4.5M, 10% price preference.

Workforce Ecosystem

HUBZone hires, fully subsidized.

Mule Works has stacked five independent workforce programs so the incremental cost of hiring HUBZone-resident technicians is near zero. Every HUBZone hire enters Phase Zero — a cognitive-readiness program drawing on 25+ years of human development practice — before technical training begins.

Wages

Workforce Solutions Houston OJT

50% wage reimbursement up to $21/hr for up to 400 training hours per HUBZone hire. Cuts labor cost in half during the training period.

Tuition

TWC Skills for Small Business

$2,000 per new hire for HCC certification tuition — IPC Electronics, CompTIA Security+, Network+. Covers 100% of course cost, zero out of pocket.

Recruiting

HAUL Employer Partner Program

Pre-screened HUBZone-resident candidates delivered at no cost. HAUL conducts pre-employment orientation and career coaching.

Talent Pipeline

Capital IDEA Houston

Pre-trained, pre-funded graduates placed at Mule Works at no cost. Capital IDEA funds the individual's training before placement.

Internal

FlightWorks Part 107 prep

Our own simulator runs FAA Part 107 training internally — zero tuition cost for employee certification prep, $175 saved per FAA exam attempt.

Foundation

Phase Zero — Cognitive Readiness

Personal assessment, digital literacy baseline, structured micro-learning, weekly accountability check-ins. Addresses the dimension most workforce programs miss.

Net effect: stacked correctly, the incremental cost of hiring a HUBZone technician is close to zero — and we exceed the 35% HUBZone-residency requirement with 60% (3 of 5 employees) once the staffing plan is complete.
How We Win Contracts

An AI software stack built to capture federal contracts.

We don't chase RFPs by hand. GovNav — our internal AI platform — scans federal solicitations daily, scores fit, and generates first-draft proposals. With our academic network, we move from solicitation → submission in days, not weeks.

STEP 01

GovNav scans

SAM.gov, DARPA BAA, SBIR, AFWERX feeds — pulled and scored against capabilities every day.

STEP 02

AI drafts

Solicitation-aligned abstracts generated using our private tech library, prior wins, and partner CVs.

STEP 03

Academic anchor

OSU and University of Houston faculty bring research credibility, SBIR/STTR teaming, and DARPA-class technical depth.

STEP 04

Prime teaming

Domestic manufacturing + (pending) HUBZone status make Mule Works an attractive subcontractor for primes.

Live example: DARPA-PS-26-26 (VITAL program) — Mule Works is prime contractor on a 7-page abstract due May 20, 2026. Three OSU MD/PhD investigators on the team.

Prime Relationships

Prime contractor teaming — actively in development.

Each prime relationship is named, with a contact and a current status. None of these are aspirational — they are tracked workstreams.

GDLS
Contact: Malaya Abed
FlightWorks simulator alignment matrix and white paper developed.
Sikorsky
In development
Helicopter manufacturer alignment with future VTOL platform.
L3Harris
Contact: Paul Ray
Houston Business Matchmaker connection.
Bell
Contact: Courtney Smith
Houston Business Matchmaker connection.
Elbit
Contact: Melissa Falls
Houston Business Matchmaker connection.
SwRI
Contact: Maegan Wirries
Vendor relationship established. March 30, 2026 meeting completed.
Academic Network

Research depth on demand.

Active researchers with elite peer networks. They earn revenue on every deal they source and every hire they bring in — making the network functionally active, not advisory.

University of Houston · MAE

Dr. Hussein Nassar

Mechanical Engineering

Anchor partner across six joint federal opportunities — AFRL CIRAS / ADE / ARL, NSF FDT-BioTech, SBIR, AF CSO.

University of Houston

Dr. Sisman + STTR Team

Founding Academic Partner

STTR co-applications. UH faculty Drs. Zheng Chen, Karolos Grigoriadis, and Tian Chen confirmed for STTR teaming on PolarNav, MechBird, micro turbine.

OSU Wexner · Cardiology

Dr. Ajay Vallakati, MD MPH

Advanced Heart Failure & Transplant

Principal Investigator on DARPA VITAL — chronic heart failure track. Single-patient digital twin validation.

OSU Biomedical Engineering

Dr. Kerem Pekkan, PhD

Computational Cardiovascular Modeling

Computational lead — patient-specific CFD, image-to-physics-to-twin pipeline.

OSU Wexner · Nephrology

Dr. Ganesh Shidham, MD

Internal Medicine — Nephrology

Co-Investigator on DARPA VITAL — AKI prediction, renal physiology integration.

Strategic Seed Scenarios

What your investment buys.

Two seed scenarios. Each funds the SBIR-pursuit window — the months between proposal submission and award. The numbers below are direct uses only — they don't show the SBIR awards, SBA capital, grants, and workforce subsidies your investment unlocks afterward.

Ground Floor
$500K · half million

Stand up the shop. Submit the SBIRs.

Compounds with: First SBIR Phase I award ($50–314K), TWC Skills + Workforce Solutions OJT (~50% wage offset), Chapter 380 facility grant.
  • Heavy manufacturing space at TXTR — lease + initial buildout
  • 2× UR10 collaborative robotic arms
  • MechBird Tier 1 (torsion spring) prototype campaign
  • First 4 SBIR Phase I proposal submissions (MechBird, PolarNav, MLPAM, micro turbine)
  • 9-month runway: CEO + 1 engineer + 1 QC inspector
  • CMMC L2 C3PAO assessment + ITAR registration
  • HUBZone application package preparation

Investment instruments are negotiated per partner. Mule Works prefers convertible notes or revenue-share agreements that align with HUBZone ownership requirements (post-certification).

Exhaustive Budget

$3M Phase 1 budget — every line item.

This is the SBA 504 + 7(a) Phase 1 budget per Business Plan v10 §7.5. Use this as the line-item view during investor diligence.

$3,000,000 — SBA 504 + 7(a) Use of Proceeds (click to collapse)
CategoryBudgetNotes
Construction & Tenant Improvements$225,000Test cell, offices, robotics bays, exhaust ducting
Facility Lease Deposit & Setup$75,0003-month deposit, utilities, security — offset target via Chapter 380
3D Printing Equipment$150,000High-temp composite capable industrial printer
CNC Equipment$50,000CNC router + tooling
Robotics & Automation$480,0008 robotic arms + AMRs + end effectors + vision
Conveyor & Material Handling$40,000Assembly line conveyor + inter-station transport
AI / MES / Training Platform$100,000MES software + AI integration + AlfredTAV headset
Tooling, Materials & Engineering$190,000Hand tools, measurement, CAD/CAM, raw materials
Testing Infrastructure$150,000Catapult test stand, avionics bench, acoustic test, wing flex test
Safety Buildout$100,000Robot guarding, PPE stations, fire suppression supplements
Prototype Development$150,000MechBird Tier 1–3 prototypes, PolarNav sensor build, MLPAM molds
Payroll — 18 Months Phased$732,000CEO + 2 engineers + 2 QC inspectors + robot technician
Working Capital$200,00012 months operational buffer
Training$60,000Vendor certification + travel — partially offset by TWC Skills grants
Certifications$75,000CMMC L2 C3PAO ($25–35K), AS9100, ITAR, Part 107 waivers
Business Development & Legal$50,000IP protection, contracts, DoD pitch activities
Contingency$173,000~6% cost overrun buffer
TOTAL$3,000,000SBA 504 + SBA 7(a) — fee-waived through Sept 30, 2026
5-Year Roadmap

Month-by-month, then year-by-year.

Concrete milestones from Business Plan v10 §9. Each row is a tracked workstream, not a hope.

Now · Month 1
SBIR proposals submitted. TXTR lease LOI executed. HUBZone application prep begins. HAUL employer partnership initiated.
Month 1–2
SAM.gov verified. ITAR filed. SBA lender outreach (Wallis Bank, Ready Capital, Newtek Bank).
Month 2–4
TXTR buildout complete. Robotics installed. MechBird Tier 1 prototype construction begins.
Month 3
First SBIR Phase I submitted. FlightWorks Part 107 training begins for HUBZone hires. TWC OJT activated.
Month 4–6
MechBird Tier 1 catapult tests. Wing flapping validation. Acoustic signature testing.
Month 6
HUBZone application submitted. MechBird Tier 2 (brushless motor) prototype begins.
Month 6–9
MechBird Tier 2 guided flight test. PolarNav integration validation. DoD demo prep.
Month 9–12
First SBIR Phase I award expected. CMMC L2 C3PAO assessment. MechBird DoD demonstration.
Month 12
SBIR indirect rate formalized — facility overhead becomes reimbursable. First government contract anticipated.
Month 12–18
CMMC L2 C3PAO certified. AS9100 Rev D initiated. First production contract delivery. SBIR Phase II application.
Year 2
HUBZone set-aside contracts begin flowing. MARC revolving line established. MechBird production ramp. SBA 504+7(a) loan application (now backed by active contracts).
Year 3
200+ MechBird units. Multiple active contracts. AS9100 certified. Micro turbine prototype validated. PolarNav commercial sales.
Year 5
Established multi-program defense manufacturer. $25M revenue. International licensing active.
Revenue Plan

Five-year trajectory.

Year 1 revenue treats SBIR as an active milestone, not an assumption. Year 2 represents first MechBird production contract delivery. Year 5 reflects established multi-program defense manufacturer with commercial licensing.

Year 1
$300K
SBIR awards + AI software
Year 2
$1.5M
First MechBird production
Year 3
$5.3M
Multi-program active
Year 4
$13M
Scale + licensing kicks in
Year 5
$25M
Multi-program defense manufacturer

Let's talk.

If our thesis fits your portfolio, the conversation is short and direct.

Email Brian Southers

brian@muleworks.co · (737) 272-8567 · 1405 Nashua St, Houston, TX