Stage 1 · TRL 3–4
Pre-laboratory activation remains on hold pending evidence-gate closure. TRL is provisional and system-specific.
Investor pathway / controlled diligence
Value follows validated de-risking.
INFORM is an early-stage applied-research programme. The investable proposition depends on closing linked material, sensing, scale-up, adoption and unit-economics risks—not on extrapolating isolated literature results.
Forward-looking information
Performance, market, cost, valuation and adoption statements are hypotheses or scenarios unless explicitly labelled as observed. Nothing on this page is an offer, forecast, product warranty or financial advice.
What a diligent investor should see first
Mechanism precedes result
External studies support plausible mechanisms. They do not establish INFORM strength, gauge factor, durability or cost.
Stage-gated de-risking
Claims, risks, changes, requirements and decisions are controlled so diligence can follow evidence to source.
Progressive disclosure
Public boundary first; technical and commercial dossiers after identity checks, approval and NDA where appropriate.
Material → mechanism → outcome → cost → adoption
| Link | Value hypothesis | Evidence required | Failure condition | State |
|---|---|---|---|---|
| Material | Low-dose conductive carbon can be produced and specified consistently. | Characterisation, batch repeatability, delivered cost and scale yield. | Variability or purification eliminates performance or cost advantage. | Target |
| Mechanism | A stable conductive network produces a load-linked response. | Controls, replicates, percolation map, drift and uncertainty. | Signal is dominated by moisture, contact, ageing or noise. | Target |
| Engineering outcome | The system detects a defined event with decision-grade reliability. | Blind comparator testing and field-relevant validation. | No incremental decision value over incumbent sensing or inspection. | Unknown |
| Cost | Total delivered monitoring cost competes over the asset lifecycle. | Installed BOM, batching impact, calibration, comms, support and replacement. | Integration and assurance costs overwhelm material savings. | Unknown |
| Adoption | Asset owners and suppliers can procure within existing assurance pathways. | Pilot references, standards map, insurer/engineer acceptance and supply QA. | Liability, specification or procurement pathway remains unresolved. | Future target |
What each capital tranche would need to prove
Technical feasibility
Material identity, dispersion reproducibility, controls, mechanical integrity, electrical network and repeatable response.
Instrumented prototype
Electrode stability, DAQ integrity, calibration, PULSE analytics and controlled comparison against incumbent sensors.
Adoption evidence
Field constructability, environmental stability, asset-owner decision value, standards pathway and a defendable delivered-cost model.
Risks carried openly into diligence
AScale economics
Independent, delivered economics for tyre-derived turbostratic graphene at relevant industrial volume are not established for INFORM.
UnknownBLong-duration stability
Gauge-factor and calibration stability under Australian moisture, temperature and service conditions remain unverified.
UnknownCStandards gap
No Australian design standard provides a complete acceptance route for graphene-based self-sensing structural concrete.
Observed gapDCustomer willingness to pay
Avoided-cost logic must be confirmed through asset-owner pilots and procurement evidence, not market-size forecasts alone.
Validation targetEnter diligence in controlled stages
Provide organisation, role, jurisdiction and intended use. Approved parties receive documents progressively as the diligence question and confidentiality level justify.