Participate in a $15B+ CRC Care Ecosystem
Participate in a high-growth, underserved CRC survivorship care market with a differentiated smart-ostomy ecosystem. 20% of $15B TAM — Dignity-First Care.
$15B+
Total Addressable Market
CRC care ecosystem TAM
10–20%
Serviceable Addressable Market
Via smart DME + services
1M+
Annual CRC Diagnoses
New patients per year in the US
6.2%
CAGR
Projected market growth rate
Market Opportunity
Why Now, Why Smart Bag
Colorectal cancer is the second leading cause of cancer death in the United States, with over 1 million new diagnoses annually. The majority of patients who undergo surgical intervention require ostomy management — yet the current standard of care leaves a critical gap in discreet, dignified waste disposal.
Smart Bag Ecosystem fills that gap with a patented device designed for real-world use — at home, at work, and in public. The result is a product with strong clinical adoption potential, recurring revenue characteristics, and a clear licensing pathway to established medical device manufacturers.
With a $15B+ total addressable market, a 6.2% CAGR, and no direct competitor offering a comparable solution, Smart Bag Ecosystem is positioned to capture 10–20% SAM through a royalty-based licensing model with major industry partners.
Key Messaging Points
The Investment Case
$15B+ CRC care ecosystem TAM
SAM target: 10–20% share via smart DME + services
Multiple exit / royalty paths — license to major manufacturers
Clear RoI payback thresholds and risk-reward ratios
Defensible IP + Class C regulatory pathway
Business Model
Royalty Licensing — Scalable by Design
Asset-Light Structure
Smart Bag Ecosystem operates as an IP licensing company — no manufacturing overhead, no distribution complexity. Revenue flows from royalties paid by established medical device manufacturers.
Recurring Revenue
Ostomy care is a lifelong need for most patients. Each licensed unit sold generates ongoing royalty income, creating predictable, compounding revenue streams.
Established Partner Network
Target licensing partners include B. Braun, Coloplast, Convatec, Hollister, and Marlen Manufacturing — companies with existing distribution, clinical relationships, and regulatory infrastructure.
Defensible IP + Class C Pathway
Patented device design and proprietary technology create durable competitive moats. Class C regulatory pathway provides a clear, lower-burden route to market clearance.
Royalty Terms
Non-exclusive or co-exclusive license · Upfront + % of ASP · Field-of-use restrictions · Top Shelf / manufacturing options available
Financial Projections
5-Year Revenue Crossover Analysis
Cumulative cash turns positive at approximately Year 2.3 — driven by a 74% gross margin and strong operating leverage once scale is achieved.
74%
Gross Margin
Best-in-class for connected Class II device
~Y2.3
Cash Break-even
From first commercial sale (base case)
4.4x
LTV : CAC Ratio
Healthy unit economics at scale
All projections are forward-looking estimates based on current design assumptions. Actual performance, timelines, and commercial results may differ. Not a guarantee of regulatory clearance or commercial outcomes.
Competitive Positioning
No Direct Competitor. Clear First-Mover Advantage.
No existing product addresses discreet, portable ostomy waste disposal in a comparable way
Patented design creates barriers to entry for potential competitors
Defensible IP combined with Class C regulatory pathway — lower burden, faster to market
Strong clinical validation pathway through WOC nurses and colorectal surgeons
Positioned for rapid adoption through existing manufacturer distribution channels
Call to Action
Next Steps for Investors
Review Investor One-Pager & Financial Model
Schedule diligence call with CEO Larry Matheny
Explore equity or convertible note participation
Discuss SAM capture strategy & milestones
Request Investment Information
Connect With Our Investor Relations Team
Connect with Larry Matheny, CEO, to receive our investor deck, financial projections, and licensing model overview.
Questions? Contact Larry Matheny directly: