The challenges were clear from day one
The core revenue depends on an asset class that investors still treat as speculative.
And the underlying technology was too complex to explain without losing credibility or confidentiality.
The following is how I shifted the conversation from speculative markets toward long-term trends, focusing on the outcomes of the technology rather than the technology itself.
The Perception
Investors are skeptic because of short-term price action and cycles of the underlying assets. While the business of CH-MT-25 is exposed to a much longer time frame. We had to change the conversation from short term to 10-year horizon.
I rebuilt the story around what had permanently changed in the market. I had to look for the evidence to show investors what has fundamentally changed.
My approach was to look for:
Long-term banking and international regulatory decisions.
Central banks make multi-year decisions, not tactical moves.
We tied those signals to two decades of historical data and showed that the current setup wasn’t a bubble repeating itself, but a structural shift likely to persist over the next five to ten years.
We showed how the supply of the underlying assets is now constrained by geopolitical risk concentrated in some of the most unstable regions. making price pressure structural, not cyclical.
The Technology
Their technology stack is combining advanced software with physical infrastructure in ways competitors hadn't attempted before. We couldn't disclose the technologies directly due to privacy considerations, so we re-framed them through their outcomes.
Rather than describing what they use, we demonstrated how their approach generates operational advantages, The technology became understandable to investors through its outcomes, not its technical specifications.
We traced how their technology makes it progressively harder for new entrants to compete. For investors, we clarified what the moat looks like today and how it deepens year by year, showing that their advantages compound rather than fade.
Hidden Variables
I developed a granular business model map that utilized the "unimportant" variables. Ethics, maritime archaeology, and conservation are often treated as baggage; I integrated them as the primary defensive layer of the project.
The Moat
A moat is only useful if it widens. I focused on how the first-mover advantage accelerates over time. Something they overlooked in their briefs, that was a hidden gem in their business.
As the AI and legal frameworks mature, the cost of entry for competitors becomes prohibitive. We proved that in this territory, the leader doesn’t just wins and they occupy the market.
