Two Crises. One Vicious Cycle.
These forces reinforce each other. Without investment, infrastructure decays. Without infrastructure, utilities lose more water. Without visibility, the cycle cannot break.
The Visibility Crisis
Utility can't see where water goes
Shuts down depots to stop theft
Drivers arrested, infrastructure decays
Utility loses more water
The Structuring Crisis
Investor wants yield
Sees construction risk, won't fund
Infrastructure never gets built
Never becomes the 'operating asset' they'd buy
WaterOS breaks both cycles simultaneously—giving regulators the visibility they need while giving investors the verified cash flows they require.
Annual water market in Accra alone
Non-revenue water lost to the system
Poverty premium paid by underserved households
Why Now?
The window is open. Four forces are converging to create a once-in-a-generation opportunity.
Regulatory Crisis = Market Opportunity
Ghana Water Company (GWCL) is actively shutting down informal depots TODAY. Operators who can provide visibility to regulators will capture the market others are forced to exit.
Climate-Driven Quality Bifurcation
Climate change is making coastal groundwater saltier. The gap between verified clean water and unverified supply is widening—creating premium pricing power for trusted sources.
Mobile Money Enables Digital Collateral
With 60%+ mobile money penetration in Ghana, we can create 'digital lockbox' payment flows that weren't possible 5 years ago. Every transaction becomes verifiable collateral.
Proven Model, Adjacent Market
Sun King just proved receivables securitization works for distributed infrastructure in Kenya. The capital markets playbook exists—we're applying it to water.
First movers in verified water infrastructure will define the category. The window won't stay open.
The Verification System
“Inflow = Outflow.
If those numbers match, the depot stays open. If they don't, we know someone's stealing. That simple equation is the foundation of everything we build.
Ultrasonic Metering
Solid-state physics measures every drop—no moving parts to break, no magnets to tamper. Works with dirty water, grit, and debris that destroy traditional meters.
Edge Computing
On-site processing enforces 'No Pay, No Flow' even during power outages (dumsor). Decisions happen locally; data syncs when connectivity returns.
Mobile Money Lockbox
Payments flow through a verified digital channel. Every transaction becomes auditable collateral that investors can underwrite against.
Hardware-Enforced Truth
We don't ask stakeholders to trust each other. Physical measurements create facts that can't be disputed—the foundation for investment-grade verification.
Trust is not a sentiment. It is an engineering challenge.
Clearwater: The Wedge
Clearwater isn't a side project—it's the integrity wedge that makes everything else possible. A three-sided marketplace connecting tanker drivers, strategic depots, and underserved households.
Gallons/day market deficit
Tankers in Greater Accra
Launch target
Every Transaction Builds the Case
The Data Asset
Every Clearwater transaction builds the demand heat map that de-risks Phase 2 infrastructure investment.
The Regulatory License
By solving GWCL's visibility problem, we earn the right to build infrastructure they'll actually connect.
The Proof Point
12+ months of verified cash flows on our balance sheet—the evidence investors need before writing larger checks.
Clearwater solves Access (real-time depot finder), Compliance (audit trail for regulators), and Quality (source verification)—while generating the data that unlocks everything that comes next.
Separating Tech Risk from Infrastructure Yield
Sophisticated investors demand clean structures. We built one that gives each investor exactly the risk/return profile they want.
The Engine
WaterOS OpCo
Software rails, marketplace data, the 'God View' dashboard. Light assets, high margins, SaaS economics. This is where execution risk lives—and where returns compound.
Valued on: Revenue multiples
The Vault
Infrastructure AssetCo
A bankruptcy-remote SPV holding 20-year concession rights. Debt-financed via pension funds and Green Bonds. Predictable cash flows, verified by hardware.
Valued on: Yield and cash flow
Seed equity builds it. Infrastructure funds scale it. Green Bonds refinance it. Pension funds own it.
The Capital Flywheel
Each phase unlocks the next. Seed equity builds the proof point that attracts infrastructure capital that creates the assets pension funds will buy.
The Wedge
Years 0-2
Deploy verification system to strategic depots. Build the demand heat map. Earn regulatory license through Clearwater operations.
Capital Source
Seed Equity
Proof Point
Years 2-3
Build Island Grid #1 on balance sheet. Prove unit economics with 12+ months of verified cash flow.
Capital Source
Seed+ Equity
The Bridge
Years 3-6
Scale to 50 Island Grids via specialized infrastructure funds that take construction risk before assets become 'bond-ready.'
Capital Source
Climate Investor Two, GIIF
The Exit
Years 6+
Refinance into Green Bonds on the Ghana Fixed Income Market. Recycle capital. Repeat across Pan-Africa.
Capital Source
Pension Funds (SSNIT)
Seed Equity proves it. Infrastructure Funds scale it. Green Bonds refinance it. Pension funds own it forever.
Leadership
Why is this person the one to solve this problem?
Capital Stack Navigation
Ryan has raised $25M in facility financing for charter schools—the exact capital stack navigation (construction → bond refinance) that WaterOS requires. He's done this playbook before.
Solo Technical Founder
As a solo technical founder shipping production code, he eliminates the engineering burn rate that kills infrastructure startups before they reach proof point. Every dollar goes to operations, not overhead.
Systems Upgrader, Not Fighter
20 years in education taught him that you don't fight existing systems—you upgrade them. That's why WaterOS formalizes informal operators instead of displacing them. We make allies, not enemies.
The 20-year mission: Make water infrastructure investable across the Global South. Not by building a charity, but by building the financial rails that let capital flow where it's needed most.
Ready to Make Water Bankable?
We're raising seed capital to deploy the verification system and prove the model. If you're an investor who understands infrastructure, let's talk.
WaterOS is building infrastructure that will serve millions. Join us at the ground floor.