Pawvlov NLT Labs NLT Labs

For Investors

Investor Brief

A condensed view of the opportunity, the team, and what we're asking for.

Overview

Pawvlov is the only autonomous device that runs systematic desensitization + counter-conditioning - the behavioral protocol veterinary behaviorists prescribe for noise-anxious dogs but can't deliver 24/7. 36M US dogs (roughly 1 in 3) have noise phobia; storms and fireworks trigger panic that escalates over a lifetime if untreated. Today's solutions fail: sedatives (trazodone, gabapentin) suppress panic without changing the conditioning and produce owner guilt; ThunderShirts manage an episode but don't reduce anxiety; Furbo and Petcube were built for engagement - their loud auger click and treat-fling are iatrogenic for anxious dogs; the only intervention that works is a DACVB protocol at $2,100, unavailable at 3 a.m. during a storm and gated by ~90 board-certified behaviorists nationwide with 6-12-week waitlists. Pawvlov runs the gold-standard protocol autonomously: a 4-MEMS mic array detects storms at 80 Hz, a floor-level 120-degree camera reads the dog's body language at 5 fps on an ESP32-S3, and a near-silent <40 dB auger delivers a single treat into a recessed silicone tray only when the dog is classified calm. Three SKUs (S/M/L at $199/$249/$299) plus a $9.99/mo subscription cover cloud inference and the progress dashboard. 85% hardware GM at $26.05 BOM @10K and 80% subscription GM; $215K seed funds engineering, FCC, three-size mold tooling, a 3-DACVB scientific advisory board, a concierge MVP cohort, and the first 1,000-unit run; break-even Month 18 at $50K MRR.

Pawvlov is a countertop behavioral-therapy device for dogs with noise anxiety: it autonomously runs the DACVB systematic-desensitization protocol while the owner is asleep, at work, or away. A 4-MEMS mic array detects storms at 80 Hz, a floor-level 120-degree camera reads the dog's body language at 5fps on an ESP32-S3, and a sub-40-dB acoustic-foam-isolated auger delivers a single treat into a recessed silicone tray only when the dog is classified calm. Three SKUs (S/M/L at $199/$249/$299) plus a $9.99/mo subscription cover cloud inference and the progress dashboard. Market: 36M US dogs with noise anxiety and zero autonomous-therapy competitors. Economics: BOM $26.05 @10K, COGS $37.50 @10K, 85% hardware GM at $249 M SKU, 80% subscription GM. Capital ask: $215K seed funds engineering, FCC, three-size mold tooling, a 3-DACVB scientific advisory board, a concierge MVP cohort, and the first 1,000-unit run; break-even Month 18 at $50K MRR.

Capital Ask

Raise $215,000 — 18 months to break-even at $50K MRR (200+ units/month at $249 avg M SKU + 500-700 active $9.99/mo subscriptions). Assumption

Use of Funds — $215,000

Item

$35,000

Item

$8,000

Item

$105,000

Item

$10,000

Item

$26,050

Item

$12,000

Item

$9,000

Item

$6,000

Item

$3,950

Looking For

Consumer hardware operator who has shipped a $20M+ connected-pet, smart-home, or behavioral-tech device through Shenzhen tooling and US retail, with existing relationships at a top-tier injection-mold partner and a DACVB veterinary behaviorist (or two). Subscription + hardware unit-economics experience required.

Current Status

Completed (as of 2026-06-19)

  • ✓ Market validated (PE pipeline FUND verdict, score 7.1/10)
  • ✓ Competitive landscape analyzed: zero autonomous-therapy competitors (Furbo/Petcube doubled down on engagement features in 2025)
  • ✓ DACVB systematic-desensitization protocol confirmed as gold standard (VCA, Cornell, ACVB literature)
  • ✓ Hardware BOM modeled at @100 / @1K / @10K (total BOM $26.05 @10K; COGS $37.50 @10K; 85% hardware GM at $249 M SKU)
  • ✓ Three chassis sizes (S/M/L) specified with shared ESP32-S3 mainboard and firmware
  • ✓ Regulatory classification confirmed: consumer training aid, not a medical device (no FDA path)
  • ✓ POC site live at pawvlov3.nltlabs.ai for investor + design-partner outreach

Pending

  • ○ Seed close ($215K) at the FUND verdict valuation
  • ○ Hardware + embedded firmware contractor hiring (Phase 2 kickoff)
  • ○ DACVB SAB recruitment (3 members, 1-year retainer)
  • ○ Injection-mold partner selection + Shenzhen lead-time lock-in (gates Phase 3)
  • ○ Waitlist outbound campaign on storm-belt subreddits + DACVB-referral newsletters
$2.1B

TAM

Sourced
$630M

SAM

Modeled
$3.7M

Y2 ARR (SOM)

Modeled
$215,000

Capital ask

Modeled