Investors & Advisors

Seed round. Open now.

Mālama Labs is raising up to $5,000,000 on a post-money SAFE at a $20M valuation cap, with rolling closes. Eligible investors may receive a token side letter for contingent participation in a future Mālama network token, subject to regulatory clarity.

Key Terms
Round Size
$5M
Instrument
SAFE
Post-Money Cap
$20M
Min Check
$50K
Token Side Letter

Eligible investors may receive a separate token side letter providing contingent participation rights in a future designated Mālama network token (MLMA), if launched. Subject to applicable law, compliance procedures, vesting, lockups, transfer restrictions, and final launch structure. Not a present token sale.

Closing Style

Rolling closes. Pro-rata rights reserved for seed investors. Series A trigger: 20+ live projects with recurring MRV revenue. Three-to-five year hold target.

Tokenomics Discipline

Scheduled emissions stop after Year 3.

Mālama's MLMA model uses token issuance only as a limited bootstrap mechanism. Scheduled emissions are constrained to the cold-start period and end after Year 3. Years 4 and 5 are modeled as revenue-funded, not emission-funded. Modeled revenue is the same multi-market operating plan as the Financial Model below: Year 5 base case $163M recurring (conservative ~$65M at 40% addressable volume). Many DePIN protocols depend indefinitely on inflation. Mālama is designed not to.

Year
Scheduled Emissions
Modeled Revenue (base case · round milestones)
Status
01
9.0M MLMA
$10M
Cold-start
02
25.2M MLMA
$30M
Scaling
03
45.0M MLMA
$60M
Breakeven target
04
0
$100M
Revenue-funded
05
0
$163M
Revenue-funded · base
Years 1–4 are rounded presentation milestones on the same operating plan as the Financial Model; Year 5 matches the base-case total ($163M). Internal protocol forecast, not an audited projection. The hard stop on scheduled emissions after Year 3 is a deliberate design choice to make the model legible and stress-testable for institutional readers. Emergency issuance, if ever introduced, is a future governance option, not part of the default design.
Financial Model

Year 5 revenue by market (base case).

Model basis: Conservative case assumes 40% of total addressable volume per market. Base case assumes 60–70%. Numbers below represent the base case operating plan. All figures in USD.

Revenue by Market (Year 5 Base Case)

Market
Volume Assumption
Y5 Revenue
Revenue Driver
Climate Verification
300–600 projects × $1B issuance
$6.5M
Per-tonne attestation fee
Agricultural Intelligence
5–20K farms + hedging volume
$9.6M
Weather trigger + data license
Supply Chain
50–200K monitored shipments
$33M
Per-shipment attestation
Real Estate & Insurance
2–3M properties monitored
$24M
Monthly data subscription
Weather / Parametric
$2B–$8B in contracts
$36M
Data license + resolution fee
Commodity Verification
$4B–$12B certified volume
$15M
Certification attestation
Energy & Grid
2–8GW renewable capacity
$14M
Capacity factor verification
Smart Cities
80–200 cities
$7M
Municipal data subscription
AI DataCenter & Compute
50–200 colocation racks; 5–20MW verified
$18M
Continuous energy + emissions attestation
TOTAL
$163M
Year 5 · base case
Note: Conservative case (40% volume): ~$65M Year 5 recurring. Base case (60–70%): ~$163M. Numbers in the table reflect the base case. Internal operating plan, not an audited projection.
Use of Proceeds

Where the capital deploys.

45%
Hardware & Field Deployment

Manufacture and field-deploy Genesis 300 nodes across pilot sites. BOM, enclosures, solar UPS, cellular contracts, installation crews.

30%
Engineering & Audit

Cardano mainnet smart contract audit, Plutus hardening, Base reward and claim contracts, LayerZero OApp bridge integration.

25%
Operations & Registry Path

Registry integration (Verra, Puro.earth, Isometric), legal and compliance, BD pipeline, 18 months runway.

Materials

Read the full thesis.

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