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Satleo Labs: Our Investment Thesis

5.1.2025

From Miles Above to Decisions Below

We are at a turning point — not just in technology, but in how we solve some of Earth’s most urgent challenges. Space, once a realm of exploration and imagination, is now becoming one of the most powerful tools we have for addressing problems right here on the ground.

The real opportunity isn’t just in orbit — it’s in what we can do with the intelligence gathered from above. From improving crop yields to responding to natural disasters, strengthening national security to enabling smarter urban infrastructure, space is emerging as a force multiplier for resilience on Earth.

This shift is not theoretical. The global space economy is on track to triple from $630 billion in 2023 to $1.8 trillion by 2035. And while rockets and satellites capture headlines, the real breakthrough is in data-driven Earth intelligence — especially from thermal and multispectral imaging systems designed to deliver real-time insights with unprecedented resolution and reach.

The New Frontier: Thermal Intelligence, Fused for Impact

As the world gets more complex and climate-exposed, the need for faster, more precise decision-making has never been greater. Yet much of today’s Earth Observation (EO) data — optical imagery captured periodically from space — can’t keep up with the real-time demands of industries like agriculture, defense, or climate monitoring.

Thermal imaging offers a powerful solution. By detecting heat signatures invisible to the naked eye, thermal data helps uncover hidden stress in crops, identify energy inefficiencies in cities, detect wildfires before they spread, and monitor activity in low-visibility or nighttime conditions.

But thermal intelligence becomes even more powerful when it’s layered with optical and multispectral data. This fusion of sensing modalities gives a richer, more contextual understanding of what’s happening on the ground — revealing not just how things look, but how they’re functioning.

That’s the breakthrough SatLeo is enabling.

For example:

  • In agriculture, thermal layers can identify stressed plants before visual signs emerge, while multispectral bands help analyze nutrient levels or soil health.

  • In urban infrastructure, optical data maps built environments, while thermal overlays pinpoint hotspots, leaks, or cooling inefficiencies.

  • In defense and security, multispectral imaging aids pattern detection, while thermal sensing reveals heat-based activity — even through camouflage or poor visibility.

This is the next generation of Earth intelligence: not just more data, but smarter data — fused, contextual, and ready to act on.

SatLeo’s platform doesn’t just observe the world — it helps decode it.

Why SatLeo Stood Out

With SatLeo, we found a team taking a full-stack view of transformation — from core technology to end-user impact.

SatLeo’s innovation starts in orbit. They’re deploying a microsatellite constellation in Low Earth Orbit (LEO), each satellite armed with dual-band thermal imaging payloads that combine mid-wave infrared (MWIR) and long-wave infrared (LWIR) sensing. This allows the system to detect subtle heat anomalies across a range of weather and lighting conditions — day or night, clear or obscured.

What truly sets SatLeo apart is their onboard edge computing infrastructure. Instead of sending raw data down to Earth for processing, their satellites analyze it directly in orbit. This dramatically reduces latency, lowers transmission costs, and enables near real-time insights.

On the ground, these insights are translated through a cloud-based AI platform, delivering intuitive, actionable intelligence without the need for clients to build complex in-house analytics teams. Whether it's detecting early crop stress, identifying wildfire risk, or optimizing urban heat responses, SatLeo is redefining how thermal data is captured, interpreted, and used.

A Market Ready for Reinvention

The EO market is no longer about images — it’s about intelligence. With the data economy booming, EO is projected to become a $700+ billion market by 2030. And yet, the gap between what's needed and what's available remains wide:

  • Many EO systems rely on large, expensive satellites with long revisit times.
  • Others lack thermal capability altogether.
  • And most struggle to turn raw data into usable insights fast enough.

SatLeo addresses all three.

Their model — small, nimble satellites equipped with advanced sensors and in-orbit processing — is built for agility. And their platform is designed to serve specific verticals, not just provide generic imagery. The result is a system that’s not only faster and more affordable — but actually usable at scale.

This reinvention comes at a time when the space-tech ecosystem, especially in India, is hitting its stride. With ISRO’s commercial arms collaborating with private players, and government policy opening up access to launch and test infrastructure, India is becoming both the launchpad and lab for the next wave of EO innovation.

Where It Matters Most: Impact Use Cases

  1. Agriculture & Food Security
    Thermal imaging helps detect crop stress, optimize water use, predict yields, and spot early signs of disease — making food systems more resilient in a world where grain yields could drop by 20–25% due to rising temperatures.

  2. Climate Resilience
    From mapping urban heat islands to tracking environmental degradation, thermal data enables smarter, faster climate action. Between 2000 and 2019, climate change cost the world ~$16 million per hour. We need better tools to respond — and SatLeo is building them.

  3. Defense & Security
    Night vision limitations pose real risks at borders and in combat zones. SatLeo’s thermal imaging provides visibility when traditional sensors can’t — delivering an edge in national security.

  4. AI + Edge Computing
    By combining AI with in-orbit edge processing, SatLeo cuts down data latency and costs, enabling faster decisions and unlocking new real-time use cases — especially in disaster response and time-sensitive industrial applications.

The Team Behind the Vision

Frontier innovation depends on more than just great technology — it demands great execution. That’s why we place deep emphasis on the team.

SatLeo is led by a founding team that brings together technical depth and commercial clarity. What’s even more compelling is the experience layered around them: a core group of ex-ISRO veterans with over 100 years of combined experience in satellite payloads, GIS, and data analytics.

This rare mix of upstream (hardware) expertise and downstream (AI/data) insight positions the team not just to build/mobilize satellites — but to productize intelligence that solves real-world problems.

A New Era of Geospatial Intelligence

SatLeo is already delivering high-resolution, high-frequency thermal and multispectral insights to industries that need them most. But the real impact is just beginning.

As new use cases emerge and the platform evolves, we’ll see breakthroughs that allow us to monitor natural resources more responsibly, predict climate risks more accurately, and enhance human decision-making at scale. This is not just about better data—it’s about a better future.

We’re proud to partner with SatLeo as they help shape that future — by turning space into a platform for solving Earth’s hardest problems.