Traverso Self-Governing Data Mesh
Series A Investment Opportunity
$99B Trapped by Enterprise Data Silos
- 90% of Fortune 500 depend on partner ecosystems to operate—but restricted data can't flow between them
- Without the restricted data near-real time decision making and optimizations are impossible
Traverso solves the problem of "unsharable restricted data" enabling AI Agents to optimize operations cross-organizationally
The $25B Supply Chain Coordination Use Case
You need real-time answers across your supply network. Today's systems can't deliver.
What You Need
Real-time atomic data access across 50+ partners
- Live inventory levels per SKU
- Exact pricing & lead times
- Sub-second decision making
What Blocks You
Legacy systems built for a different era
- APIs: Minutes to hours per query cycle
- Encryption: 1000x-1M× slower than real-time
- Clean Rooms: Data exposed & stale
How Traverso Solves It
Data infrastructure for cross-org AI agents
- Agents run in partner perimeters
- Zero data movement
- Sub-second across 50+ partners
How it Works
Traverso enables fluid data usage without actually sharing data
Data is made "Self-Governing"
- Data owners assign Need-to-Know rules to each data cell
- Self-Governing rules assure compliance, security and sovereignty
- Data owners entitle AI Agents with Need-to-Know permissions
Strongholds enable data usage without exposing or moving data
- Strongholds are software SCIFs (Sensitive Compartmented Information Facilities)
- Data owners install Strongholds within their security perimeter
- Strongholds enable AI access to the Self-Governing data
Enforces Zero-Trust end-to-end
- AI Agents are granted least-privileged, Need-to-Know usage rights
- Self-Governing rules are continuously enforced and verified
- No central authorities, control over data is 100% decentralized to owners
Core Innovation: Self-Governing Data
Each atomic data element represented as a tuple containing the original data and its Need-to-Know Policy, enabling unprecedented granular access control
Zero Data Movement
Source data never leaves data owner security perimeters
Atomic-Level Control
Need-to-Know policies at individual data cell level
Zero Data Movement
Source data never leaves data owner security perimeters
Patent Protection
Patented technology protects fundamental Self-Governing Data mechanisms and distributed use cases
Creates strong IP barriers for competitors with 18-24 month defensible head start
Multiple patents filed and processing.
$99 Billion Market Opportunity
Six validated use cases with proven demand from Fortune 500 enterprises
Supply Chain Optimization
$15-25B
Real-time coordination across suppliers, avoiding $184M disruptions and $50-200M inventory buffers
Fraud Detection
$5-12B
Cross-institution threat intelligence sharing while maintaining customer privacy and compliance
Pharma Pricing Optimization
$12-18B
End-to-end supply chain visibility enabling $12-18B value creation through pricing optimization
Retail Media Attribution
$5-15B
True ROI measurement across retail networks, eliminating $5-15B in wasted advertising spend
Data Broker Intermediation
$10-15B
Direct data sharing eliminating intermediaries like Equifax, TransUnion, and Acxiom
Healthcare R&D
$4-8B
Secure genomic and clinical data sharing accelerating drug development timelines
$54-99B
TAM
Six validated use cases with proven demand
$15-25B
SAM
Supply Chain Optimization
$2-5B
SOM (Years 3-5)
Supply Chain Market Penetration
Comparable valuations: Palantir ($420B), Databricks ($100B), Snowflake ($81B)
Enterprises have No Viable Alternatives
A $15-25B problem Traverso fixes
Traditional approaches fail at cross-organizational supply chain optimization—Traverso is purpose-built for real-time agentic coordination
✗
Federated Learning
"The wrong tool for real-time orchestration"
Great for training AI models on patterns, terrible for live decisions. Your supply chain moves at the speed of reality—orders, shipments, disruptions happen now. Federated learning thinks in hours and trends, not seconds and facts.
✗
Confidential Computing
"Doesn't scale to supply chain complexity"
Promises secure computation in encrypted bubbles. But your data still has to move there—and your supply chain data across dozens of partners simply won't fit. Plus, the performance hit turns real-time decisions into molasses.
✗
Homomorphic Encryption
"Beautiful theory, impossible in practice"
The cryptographic dream: compute on encrypted data without ever decrypting it. The reality: astronomically slow. A simple query that should take milliseconds can take hours. Your AI agents would grind to a halt.
✗
Data Clean Rooms
"Defeats the purpose of data sovereignty"
The compromise solution: everyone uploads their data to a shared space. But that's exactly what you can't do. Your competitive intelligence, your partners' secrets—all exposed. Plus, by the time data arrives, reality has already changed.
✗
Traditional EDI/APIs
"Death by a thousand API calls"
Built for humans making occasional queries, not AI Agents making thousands. Every API call adds delay, and delays compound across your supply network. Security is all-or-nothing—you can't fine-tune what each AI Agent sees.
✗
PETs (Privacy-Enhancing Tech)
"Built for privacy, not orchestration"
Privacy-enhancing technologies sound perfect until you need them for something complex. Each solves one narrow problem—but supply chain orchestration needs all of them working together, in real-time, at scale. None were designed for this.
✓
Traverso was designed from the ground up for real-time agentic coordination across organizational boundaries. Data stays in place. AI Agents move to the data. Policies enforce at atomic granularity. Millisecond response times enable true coordination.
Zero Data Movement
Data never leaves source systems
Real-Time Performance
Millisecond-level coordination
Atomic Control
Cell-level policy enforcement
Blue Ocean Investment Opportunity
Raising $15M Series A
3-5
Fortune 500 Design Partners (Year 1)
$500M-$2B
ARR by Year 5
$5B-$30B
Projected Valuation (Year 5)
Advent of Agentic AI makes cross-org optimization affordable, practical and scalable
Sea-change moment as orgs realize the power of Agentic AI but are still blocked by data problem
Blue Ocean Opportunity to solve inefficiencies between and among partners
C-Suite Execs are seeking transformational growth opportunities from Agentic AI
Join Us to Build Traverso
Request investor materials and schedule a conversation with our founding team
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Self-Governing Data Service Mesh for Cross-Organizational AI Agents