CN SOLAR LABS

Changing how the world moves, scales, grows, forecasts, coordinates, deploys, recovers, invests, understands.

Nine companies, built to remove the guesswork from decisions people already have to make: what will happen, what is breaking, what a delay costs, who gets to afford the tools, where capital should go, and what any of it means.

£0.0m

TRAILING TWELVE-MONTH REVENUE

Operating companies only. Excludes CN Solar Labs Capital.

0%

YEAR-ON-YEAR REVENUE GROWTH

Up from roughly £1.25m the prior twelve months.

0

PAYING EXTERNAL ORGANISATIONS

Accounts outside the group, paying today.

£0m

TOTAL CAPITAL RAISED

Into the parent and its operating companies since inception. Not client capital.

Operating-group figures. Management figures, unaudited, as at August 2026. Revenue, profits, and capital managed by CN Solar Labs Capital are reported separately and are excluded throughout. Valuation history, cap table, and company-level breakdowns are shared under NDA with qualified counterparties.

§ 01

Our purpose.

Most of what goes wrong was knowable in advance. We build the instruments that make it knowable in time.

The data was already collected. The metric was scraped, the sensor reported, the person in the room already had a number in their head. What was missing was never instrumentation. It was a layer that turns signal into something a human can act on before the moment passes.

That layer is the same problem in seven different costumes: what people believe will happen, what is quietly breaking, what a slip actually costs, whether the vehicle arrives, what the infrastructure charges, and who can afford any of it.

§ 02

Where this goes.

Within a decade, no operation that matters, whether a grid, a fleet, a launch or a business, runs on guesswork, and nobody accepts an alarm they have to double-check.

Questions that stop being guessworkEach company in the group answers one question that is currently answered by instinct: what is about to happen, what is breaking, what a slip costs, whether it arrives, what it should cost to run, who can afford to compete, and where capital should go.ANSWERED TODAY BY INSTINCTANSWERED HERE BY EVIDENCEWhat is about tohappen?CONSENSUSanswers it, with evidenceWhat is breaking, rightnow?RACDanswers it, with evidenceWhat does this slipcost?CONTINUUManswers it, with evidenceWill it arrive whenpromised?BLACK FLEETanswers it, with evidenceWhat should this costto run?SCALEYanswers it, with evidenceWho can afford tocompete?GRAVITY LOCKanswers it, with evidenceWhere should capitalgo?CN SOLAR LABS CAPITALanswers it, with evidenceWhat does all of itmean?CONSENSUS DATA TERMINALanswers it, with evidence
Figure 1: Eight questions that stop being guesswork. Each is answered today by instinct and reconstructed afterwards. Each has a company in this group whose entire job is to answer it with evidence instead.

§ 03

What we hold to.

01

Build what we would stake something on

Every product here runs inside the group before it is sold outside it. If we would not bet our own operations on it, it does not ship.

02

Say the number

“I think we’ll be fine” is not a forecast. We put a figure on it, write it down, and let it be wrong in public. That is the only way anyone gets better at judging anything.

03

Own the outcome, not the ticket

Nobody here is finished because their part shipped. You are finished when the thing works for the person who needed it.

04

Leave the door open

We refuse to build a business whose defensibility is the cost of leaving. If exit is cheap and people stay anyway, the product is the reason.

05

Give the small the reach of the large

The gap between a corner shop and an enterprise is not talent. It is access to infrastructure. We spend most of our time closing it.

06

Ship at the frequency of the problem

Research cadence for research. Weekly for platform. Daily for partners. The wrong speed costs as much as the wrong direction.

§ 04

What changes when this works.

Disruption is a word people use when they cannot name the specific thing that got better. Here are four.

An engineer on call

RACD

TODAY

Woken at 03:00 by a threshold alert, opens six dashboards, finds nothing, goes back to bed. The real incident lands at 06:00.

WITH US

One alarm, one correlated cause, one chain of evidence, acted on before a customer notices.

A restaurant owner

GRAVITY LOCK

TODAY

A website that does nothing, orders taken by phone, stock counted on paper, and a quote for software that costs a year of profit.

WITH US

A stack that converts, takes orders, forecasts demand, and removes the manual work, arriving one rung at a time, each paying for itself.

Anyone making a decision

CONSENSUS

TODAY

Opinions with no number attached, no record of who was right last time, and no way to get better at judging anything.

WITH US

Beliefs recorded with conviction and reasoning, then marked against what actually happened. Calibration becomes something you can build.

A team shipping software

CONTINUUM · SCALEY

TODAY

A board that reports position, a platform bill that grows faster than the product, and a cloud that is expensive to leave.

WITH US

Work stored as a graph so consequence is computed, running on infrastructure they own and could move tomorrow.

0

FULL-TIME EMPLOYEES

The entire group, fully remote. Everything on this page was built by eight people.

£0k

REVENUE PER EMPLOYEE

Trailing twelve months, divided by headcount.

0%

REPEAT OR CONTRACTED REVENUE

Booked before the quarter starts rather than won during it.

0

REGISTERED OR SERVED USERS

Across consumer and operator-facing products.

0

MONTHLY ACTIVE OR SERVED USERS

Roughly 27% of everyone we have ever registered.

0

REVENUE-GENERATING COMPANIES

Two more in paid pilots. The Terminal is in early pilots, RACD is in research, and CN Solar Labs Capital is reported separately.

Revenue growth and revenue qualityTrailing twelve-month revenue of £3.5m against roughly £1.25m the prior twelve months, a 180% increase. 78% of it is repeat or contracted rather than newly won.GROUP REVENUE£1.25mPRIOR 12 MONTHS£3.5mTRAILING 12 MONTHS+180%REVENUE QUALITY22% new78%REPEAT OR CONTRACTEDPrior-period figure is derived from the growth rate. Management figures, unaudited.
Figure 2: Revenue growth and revenue quality. The prior-period figure is derived from the growth rate rather than asserted separately. Repeat and contracted revenue is booked before a quarter opens rather than won during it.

§ 05

The people backing us have done this before.

Our register includes investors who also backed the companies below, at the stage where it was not yet obvious.

Meta
Shopify
Uber
Airbnb
Spotify
DoorDash
MercadoLibre
Robinhood
Sea Limited
Block
Coinbase
Reddit
Zoom
Coupang
Roblox
Pinterest
Figma
Etsy
Snap
Duolingo

Listed to describe our investor base only. None of these companies is affiliated with CN Solar Labs, none has any commercial relationship with the group, and their inclusion does not imply endorsement. Names are the trademarks of their respective owners.

§ 06

Our businesses.

Four divisions. Nine companies, each with its own market, its own customers, and its own reason to exist without the others.

9

COMPANIES

Every one founded here. Zero acquisitions.

4

DIVISIONS

Data, infrastructure, distribution, and capital.

7 / 9

LIVE IN MARKET

One more in early pilots, one in research.

100%

CONTROLLING STAKE

Founder-controlled in every one of them.

Data

Instruments that record what people believe and what actually happened, and the terminal for reading it.

Infrastructure

The substrate: coordination, correlation, and deployment for the whole group.

Distribution

Everything that reaches an end customer: ground operations run to a guarantee, the operator network behind them, and the practice that puts the rest of the group in front of businesses who pay for it.

Capital

Client capital managed on proprietary technology and strategies, reported separately from the operating group.

01

Consensus

An instrument for human judgment

invest.consensus.solar

A prediction market that never pays out, so it can ask anything, of anyone.

LIVERead

02

Consensus Data Terminal

An instrument for reading the record

A corpus nobody else has is worth nothing until somebody can ask it a question.

PILOTRead

03

Black Fleet Executive

Ground transport, run like infrastructure

blackfleet.dev

A vehicle that arrives at 06:15 is a determinism problem, not a logistics one.

LIVERead

04

Black Fleet Operations

The operator network beneath the fleet

blackfleet.dev/partners

Supply that scales faster than the balance sheet.

LIVERead

05

Continuum

Project management as a directed acyclic graph

Boards report position. Graphs report consequence.

LIVERead

06

RACD

Real-time anomaly correlation and detection

Everyone collects everything. Outages still cascade.

RESEARCHRead

07

Scaley

Deployment infrastructure you are allowed to move

The developer experience of the last decade, on metal you choose.

LIVERead

08

Gravity Lock

The technology partner that becomes the stack

Graded on one thing: whether our partners grow.

LIVERead

09

CN Solar Labs Capital

Client capital, run on our own instruments

capital.cnsolarlabs.com

The same edge we build for operators, pointed at markets.

LIVERead
Group structure of CN Solar LabsCN Solar Labs sits above four divisions (data, infrastructure, distribution, and capital) containing nine companies. All of them draw on a shared engineering substrate.CN Solar LabsPARENT · FOUNDER-CONTROLLEDDATAConsensusBelief corpusConsensus TerminalReading the recordINFRASTRUCTUREContinuumWork as a graphScaleyPortable deploysRACDCorrelation engineDISTRIBUTIONBlack Fleet ExecutiveDemand sideBlack Fleet OperationsOperator networkGravity LockPartner ecosystemCAPITALCN Solar Labs CapitalClient mandatesSHARED SUBSTRATEInterpret · TerminalDeploy · ScaleyObserve · RACDCoordinate · ContinuumDistribute · Gravity LockEach company consumes the substrate the others produce. The marginal cost of the next one falls monotonically.
Figure 3: Group structure. Four divisions, nine companies. Arrows mark infrastructure consumed, not reporting lines: everything above the rule runs on everything below it.
Engineering effort by ventureA single bar divided by share of group engineering effort. Infrastructure ventures take the largest share because everything else runs on them.SHARE OF GROUP ENGINEERING EFFORT16%9%10%7%12%20%12%7%7%ConsensusDATAConsensus Data TerminalDATABlack Fleet ExecutiveDISTRIBUTIONBlack Fleet OperationsDISTRIBUTIONContinuumINFRASTRUCTURERACDINFRASTRUCTUREScaleyINFRASTRUCTUREGravity LockDISTRIBUTIONCN Solar Labs CapitalCAPITAL
Figure 4: Where the engineering effort goes. Infrastructure takes the largest share because everything else runs on it. The concentration is the strategy, not an imbalance.

§ 07

How nine companies stay ahead of one.

We build the coordination layer, the correlation engine, and the deployment platform as products in their own right, then run the whole group on them before anyone else does.

Every hour spent hardening the substrate improves the economics of all of them at once, and lowers the cost of the next one before it exists.

The compounding loopCapital funds a shared substrate, which lowers the cost of each new venture, which produces revenue, which is reinvested into the substrate.Capital inpriced roundShared substrateinfra · people · practiceVenture launchcheaper each timeRevenueand partner growthReinvestmentinto substrateCompoundingvaluation baseThe next company costs a fraction of the first. That is the whole investment case.
Figure 5: The compounding loop. Capital funds the substrate; the substrate lowers launch cost; launches produce revenue and partner growth; that is reinvested into the substrate.
Group capability indexA normalised index of shared engineering capability, set to 100 at the first venture. Each launch raises the base available to the next one.100SHARED CAPABILITY · INDEXED →VENTURES LAUNCHED, IN SEQUENCE →Black FleetGravity LockConsensusContinuum · ScaleyCN Solar Labs CapitalConsensus TerminalRACD, AND WHATEVER IS NEXT, STARTS HEREIndex only. Deliberately unitless. Real figures on request.
Figure 6: Shared capability, indexed. Unitless by design: each launch raises the floor the next one starts from. The dashed segment marks where the next company begins, not a forecast of results.

§ 08

Where we compete, and in what order.

Two of these sit where the durable moats are and were the hardest to start. The order they were founded in is not an accident.

Portfolio positioningEach venture plotted by commercial pull today against technical depth required. Research ventures sit high and left; distribution and energy sit right.COMMERCIAL PULL TODAY →TECHNICAL DEPTH →ConsensusLIVEConsensus Data TerminalPILOTBlack Fleet ExecutiveLIVEBlack Fleet OperationsLIVEContinuumLIVERACDRESEARCHScaleyLIVEGravity LockLIVECN Solar Labs CapitalLIVE
Figure 7: Where we choose to compete. Commercial pull today against technical depth required. Circle area is proportional to the surface each company addresses.
Portfolio build-out sequenceNine companies started in sequence; seven have reached market, one is in early pilots, and one remains in research.STARTTODAYBlack Fleet ExecutiveBlack Fleet OperationsGravity LockConsensusContinuumScaleyRACDCN Solar Labs CapitalConsensus Terminalin marketbuild / pilot / researchSeven in market, one in pilot, one in research. Ordinal axis: sequence, not calendar.
Figure 8: Build-out sequence. Solid bars mark time in market. The horizontal axis is ordinal: it records order and overlap, not calendar dates.

Nothing on this site is an offer to sell or a solicitation to buy any security. Financial figures are unaudited management figures as at August 2026 and are stated to the nearest round number; past performance is not a guide to future results. Indexed charts are structural illustrations of how the group fits together, not financial results. Audited accounts, cap table, and company-level breakdowns are shared under NDA with qualified counterparties. No decision should be made on the basis of anything on this site alone: read the full notice on figures and reliance.