Lumily
CONFIDENTIAL INVESTOR MATERIALS

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INVESTOR BRIEF · BRIGHT MANTLE HOLDINGS LLC · MARCH 2026
The First Pediatric Health Monitoring Wearable

What Your Child
Can't Say,
Lumily Listens.

No one is building continuous health monitoring for children — so we are. Parents leave the hospital after surgery with a discharge sheet and a prayer. They don't know what to watch for. Children with nonverbal disabilities can never say "something hurts." And in otherwise healthy kids, hidden conditions go undetected until something goes terribly wrong. Lumily is a wrist-worn pediatric wearable — the first of its kind for ages 1 to 18 — with medical-grade biosensing and the only Nonverbal Distress Index ever built for children. A night light in the dark: real-time monitoring that alerts parents when something shifts, and passes that data directly to their child's care team.

45.7%
of children have a chronic condition
JAMA · July 2025
Zero
direct competition in special needs wearables
Zero competitors. Zero.
Ages 1–18
full age range covered — no competitor does this
Owlet stops at age 18 months
$62M
projected Year 5 revenue across all tiers
67% gross margin at scale
scroll to explore
01 — Product Architecture

One platform.
Three unlockable tiers.

A single hardware chassis contains every sensor across all three product tiers. The difference is software — which sensors are active, at what sampling rate, which analytics run. OTA firmware upgrades unlock higher tiers without replacing hardware.

Direct to Consumer
Kids Band
Peace of mind for every family. Know when to worry — and when to wait — without becoming a medical professional overnight.
$149
hardware · $14.99/mo Essential
$24.99/mo Plus · 20M family TAM
Continuous HR, HRV, skin temperature, derived respiratory rate
Spot-check SpO₂ — amber alert below 94%, red when confirmed
Energy Level 0–100% — a health signal, not a fitness score
Health Buddy character system — drives compliance, not just engagement
Illness convergence detection with 7 and 30-day trend views
Post-viral cardiac watch — auto-activates when any fever resolves
Health-triggered bundle upgrade engine (not marketing-triggered)
One-tap telehealth with child's data pre-loaded before the call connects
Teen mode (13–18yr) — identity-neutral design, no character elements
Sensor Status · Tier 1 — Kids Band
PPG / Heart Rate
1Hz continuous
✓ Included
Skin Temperature
continuous
✓ Included
Accelerometer
3-axis motion
✓ Included
Resp. Rate
derived from PPG
✓ Included
SpO₂
spot-check
✓ Included
Gyroscope
hardware present
⬆ Care Ed
EDA / GSR
hardware present
⬆ Care Ed
Microphone
hardware present · cough detection
⬆ Upgradeable
GPS Module
Phase 2 · $49 + $5/mo
➕ Add-on
✓ Included ⬆ Upgradeable ➕ Add-on Same hardware across all tiers — software unlocks via OTA
Form factorWrist-worn · Whoop 4.0 profile
Weight≤18g device · ≤28g total system
Water resistanceIP68 · 1.5m · 30 min
Battery5 days continuous · 90 min charge
SizesSmall (1–5yr) · Standard (6–12yr) · Teen (13–18yr)
ChargingSlide-on pod · records during charge
DTC + Insurance Reimbursement
Care Edition
The only wearable built for nonverbal and special needs children. Where the NDI lives. Lumily's highest LTV segment — and its most strategically important product.
$299
hardware · $24.99–$34.99/mo
1.5M eligible children · $3K–5K LTV · ~0% churn
Nonverbal Distress Index (NDI) — per-child calibrated, proprietary
EDA / galvanic skin response — autonomic stress indicator, active
Continuous SpO₂ — always-on, not spot-check
Gyroscope — repetitive motion detection, seizure-pattern proxy
HRV continuous trending with anomaly detection
Caregiver network — up to 5 users, escalation chain, shift notes
Insurance reimbursement report — monthly, pre-formatted for submission
SMART on FHIR — Epic and Cerner provider portal access
All Kids Band features included
Sensor Status · Tier 2 — Care Edition
PPG / Heart Rate
1Hz continuous
✓ Included
Skin Temperature
continuous
✓ Included
Accelerometer
3-axis motion
✓ Included
Resp. Rate
derived from PPG
✓ Included
SpO₂
continuous · always-on
✓ Included
Gyroscope
seizure-pattern proxy
✓ Included
EDA / GSR
4Hz · autonomic stress
✓ Included
Microphone
hardware present · cough detection
⬆ Upgradeable
GPS Module
Phase 2 · $49 + $5/mo
➕ Add-on
✓ Included ⬆ Upgradeable ➕ Add-on
Insurance Pathways
DME / MedicaidRPM 99453 / 99454FSA / HSA

Families purchase directly — no physician order required. The app generates reimbursement documentation automatically.

Hospital Enterprise · Phase 2
Lumily Clinical
Hospital-grade remote monitoring for post-discharge and complex care continuity. When a child leaves after surgery or sepsis, Clinical keeps the monitoring running.
$150K–$300K
annual hospital contract · device loaned to family
$15–$45/patient/day · 5,000 US hospital TAM
Clinical-grade SpO₂ ±1% accuracy (vs ±2% consumer tolerance)
Sealed microphone — cough and wheeze detection, no audio stored
Bidirectional FHIR R4 — Epic primary, Cerner secondary
Readmission risk score — daily proprietary composite
Protocol-driven alert thresholds set by discharging physician
Fleet management portal — battery, compliance, return tracking
Vocera and Spok pager system alert routing integration
Oncology protocol — febrile neutropenia, 38.0°C threshold
510(k) FDA clearance pathway · HIPAA BAA · CE marking Phase 2
Sensor Status · Tier 3 — Full Clinical Suite
PPG / Heart Rate
raw waveform export
✓ Included
Skin Temperature
velocity flagging
✓ Included
Accelerometer
full 3-axis
✓ Included
Resp. Rate
clinical grade
✓ Included
SpO₂
±1% clinical accuracy
✓ Included
Gyroscope
full seizure watch
✓ Included
EDA / GSR
4Hz continuous
✓ Included
Microphone
sealed · cough + wheeze detection
✓ Included
GPS Module
Phase 2 · $49 + $5/mo
➕ Add-on
✓ Included ➕ Add-on All 8 core sensors active — full clinical suite
EHR Integration by Tier
Kids BandPatient-initiated FHIR share · PDF · QR
Care EditionSMART on FHIR · Epic · Cerner
ClinicalBidirectional FHIR R4 · HL7 v2 ADT
Child wearing a medical wearable device
The Gap Lumily Closes
"Every health wearable ever built assumes the user can communicate.
1.5 million US children cannot."
24–48h
HRV warns before
symptoms are visible
20–30%
of high-risk children
readmitted within 30 days
Hours
sepsis progresses from
subtle signals to critical
02 — Market Opportunity

A market no one
has built for.

20M
US families — standard consumer segment
Tier 1 TAM · $149 hardware entry
1.5M
special needs children — zero direct competition
Tier 2 · $3K–5K LTV · ~0% churn
5,000
US hospitals addressable for contracts
Tier 3 · $150K–$300K/yr · B2B
$62M
projected Year 5 total revenue
67% gross margin at scale
Revenue Trajectory — All Tiers ($M)
Yr 1
$2.5M
Yr 2
$9M
Yr 3
$22M
Yr 4
$40M
Yr 5
$62M
35%
Yr 1 margin
52%
Yr 3 margin
67%
Yr 5 margin
Year 5 Revenue Mix by Tier
DTC Subscriptions
$24M
DTC Hardware
$14.5M
Insurance / DME
$10M
Hospital B2B (Tier 3)
$7.5M
GPS Add-on
$3.1M
Other / Services
$2.9M
Competitive Moat
01

Zero Competition in Special Needs

1.5M nonverbal children. Highest LTV, near-zero churn, DME/Medicaid reimbursement eligible. No one is here.

02

Proprietary NDI Algorithm

Per-child calibration — not population averages. Patentable. Requires years of real pediatric data to replicate.

03

Full 1–18 Age Coverage

No competitor covers this with health-grade monitoring. Owlet stops at 18 months. Adult devices use adult baselines.

04

Dual B2C + B2B Revenue

Consumer subscriptions plus hospital enterprise contracts. Clinical validation strengthens the 510(k) pathway.

05

18-Month FDA Clearance Moat

Once 510(k) is achieved, the clearance timeline delays any follower by 18+ months minimum.

03 — The Core Innovation

Nonverbal Distress
Index.

The only algorithm built to detect distress in children who cannot communicate it — children with autism, cerebral palsy, Angelman syndrome, Rett syndrome, fragile X, selective mutism, TBI, and dozens of other conditions that silence speech but leave physiology intact. Calibrated per child — not population averages. The NDI learns each child's physiological baseline over 7–14 days and alerts when multiple signals diverge simultaneously.

NDI Input Signals — Relative Diagnostic Weight
Heart Rate Elevation
>15% above personal baseline · continuous PPG
85%
Galvanic Skin Response (EDA)
>1.5× calm-state mean · autonomic stress
72%
Movement Suppression
Stillness that isn't sleep >10 min
55%
Skin Temperature Deviation
Delta from child's thermal baseline
60%
Respiratory Rate Change
PPG-derived · elevation above personal norm
48%
NDI Alert · Care Edition
02:34 AM
"Something seems off with [Child]. Three physiological signals have shifted outside their personal baseline simultaneously. This is not a diagnosis — it's a reliable tap on the shoulder."
Lumily Care App · Bypasses Do Not Disturb · iOS CriticalAlerts + Android CATEGORY_ALARM
Caregiver monitoring a child's health
Care Edition · Special Needs
Continuous monitoring for the child who can't say "I don't feel well."
1.5M
special needs children who could benefit from NDI
$0
direct competition in the nonverbal child segment
$3–5K
LTV per Care Edition family — highest in portfolio
~0%
projected churn — these families never leave
Algorithm Architecture

Phase 1 (rule-based, launch): Transparent, FDA-defensible thresholds. IF HR >15% baseline AND EDA spike >1.5× AND stillness >10 min → alert. Clinical advisory board validates thresholds before beta.

Phase 2 (ML, post-beta data): Per-child LSTM autoencoder learns each child's unique physiological fingerprint. Caregiver confirmations train and tighten the model over time.

PatentableFHIR CompatibleFDA Defensible
Insurance Pathway — No Physician Order Required

Families purchase directly. The app generates DME/Medicaid documentation, RPM codes 99453/99454, and FSA/HSA receipts automatically — post-purchase, no barrier to entry.

DME / MedicaidRPM 99453 / 99454FSA / HSA
🔒 Phase 2 · Post-FDA Clearance · D2C-First Strategy
04 — Hospital & Post-Discharge

When a child comes home,
the monitoring shouldn't stop.

This capability activates after D2C launch, clinical validation, and 510(k) clearance. We build the consumer product first — hospital follows with proven data and regulatory foundation.

20–30% of high-risk pediatric patients are readmitted within 30 days. Sepsis progresses from subtle signals to critical in hours. Lumily Clinical gives hospitals a continuous window into every child who just walked out the door.

20–30%
of high-risk children readmitted within 30 days
Pediatric readmission benchmark
$15–25K
cost of a prevented readmission per episode
Hospital ROI per prevented event
Hours
sepsis window — subtle signals to critical
Continuous monitoring changes outcomes
5–12h
earlier fever detection in oncology patients
Pediatric Blood Cancer · 2022

Post-Surgical Monitoring

Cardiac procedures, appendectomy, orthopedic surgery. The 72 hours after discharge are the highest-risk window. Lumily provides protocol-driven alert thresholds set by the discharging physician — continuous monitoring without the readmit.

Post-Sepsis Discharge

The most dangerous 30 days in pediatric medicine. A child discharged after sepsis may look stable — but the autonomic signals that predicted the original event are still readable. Lumily maintains sepsis-pattern surveillance at home.

Pediatric Oncology

Immunocompromised children have no fever buffer. The 38.0°C febrile neutropenia threshold triggers antibiotic initiation — every hour of delay matters. Continuous temperature monitoring catches fever 5–12 hours before standard thermometry.

NICU Graduates

Premature infants discharged from the NICU go home fragile. Parents are terrified. Lumily bridges the gap between hospital-grade monitoring and the silence of a nursery — continuous SpO₂, temperature, and HR for the most vulnerable patients.

The Math Hospitals Care About
Preventing 200 readmissions per year saves a hospital $3–5M in avoidable costs.
An annual Lumily Clinical contract: $150K–$300K.
That's a 10–20× ROI — the easiest procurement conversation in enterprise health tech.
Epic Bridge · Unlocks with Hospital Phase
05 — EHR Integration & Epic

30 days of health history.
Accessible in seconds.

EHR integration begins during Phase 2 hospital pilot. The D2C app includes QR-based data sharing from day one — Epic FHIR integration layers on top.

A child arrives in the ER after a seizure. The doctor has no history. With Lumily, the child's 30-day baseline — resting HR, HRV, temperature, SpO₂, sleep, and every anomaly — is accessible in Epic within seconds. No parent has to remember anything under pressure.

Scenario 01 · Emergency Room

Instant 30-Day History

Parent taps "Share to ER" in the Lumily app. QR code appears. Doctor scans it. Full 30-day health baseline — every signal, every anomaly, every alert — loads into Epic before the triage nurse finishes the intake form.

No account needed · Works at any Epic facility · HIPAA-compliant QR payload
Scenario 02 · Post-Discharge

Physician-Set Alert Thresholds

Discharging physician opens the Lumily Clinical dashboard in Epic, sets custom alert thresholds for this child, and assigns the care team. From that moment, real-time alerts fire if the child trends toward readmission.

Bidirectional FHIR R4 · Alert routing to Vocera / Spok · Fleet management
Scenario 03 · Primary Care

In-Workflow Data Widget

SMART on FHIR pulls Lumily data directly into Epic during the appointment — no printing, no manual reporting. The cardiologist sees 90 days of HRV trend before the child sits down.

SMART on FHIR · Epic Connection Hub · Cerner secondary · Tier 2 + 3
Phase 2 — Bidirectional Write

We are building Lumily as a SMART on FHIR app — accessible from within Epic as a native workflow widget. Phase 2 adds bidirectional write capability, which means Lumily data becomes part of the permanent medical record. Every alert acknowledged, every anomaly flagged, every caregiver note — written directly into the EHR.

EHR by Tier
Kids BandQR · PDF
Care EdFHIR · Epic
ClinicalBidirectional
Epic Connection Hub developer registration — Phase 2 milestone
06 — Detection Framework

What Lumily detects.
Backed by research.

Lumily detects physiological patterns that precede clinical conditions — not diagnoses. Every capability is grounded in peer-reviewed research using the same wrist-worn sensor combinations Lumily deploys. Click any card to expand.

08 — Sustainability & Care Fund

From wrist to wrist.
Nothing wasted.

Most wearable companies treat the device as a consumable. Lumily treats it as a resource — one that can be swapped, returned, recycled, and donated. This isn't sustainability theater. It's a retention mechanic, a mission story, and a competitive differentiator.

Band Swap Program

Children grow out of sizes. Seasonal limited-edition bands drive repeat purchase and gifting. Every band includes a pre-paid return envelope — old band comes back, new band ships. Silicone straps recycled through certified partner.

Retention mechanic · Repeat revenue · Gifting cycle

Full Device Recycling

When a child outgrows Lumily at 18, the device is returned via in-app QR code. Data is wiped (COPPA-compliant), device is refurbished or recycled. Components harvested for the next generation of hardware. Zero landfill.

COPPA-compliant data wipe · Component recovery · Zero landfill

Lumily Care Fund

Every returned device meeting quality standards is donated to the Care Fund — giving low-income special needs families access to a Care Edition at zero cost. For investors: mission story and B-Corp credential in progress.

Donated to families in need · Tax-deductible · Pairs with NIDILRR eligibility
Age-Out Transfer at 18

When a child with a chronic condition turns 18, the device doesn't get thrown away. In-app QR code initiates a direct transfer to another family in the Care Fund queue. Data wiped. New baseline started. The hardware lives on, and Lumily gets a new user with zero acquisition cost.

~$0
acquisition cost for
Care Fund transfers
100%
silicone recycled via
certified partner
09 — Advisory Board

Building the team
that makes this possible.

One lead nurse advisor from a children's hospital is secured. VCU and UVA hospital networks anchor the clinical outreach strategy. Every other seat is actively being recruited.

Pediatric Cardiologist
Alert threshold design · cardiac bundle validation · exertion monitoring framework
● Recruiting
FDA Regulatory Specialist
510(k) strategy · SaMD classification · pre-submission meeting · CE marking
● Recruiting
Hospital Administrator
Enterprise pilot · readmission ROI validation · procurement pathway
● Recruiting
Pediatric Neurologist
Seizure watch bundle · NDI validation for neuro conditions · special needs protocols
● Recruiting
Special Needs Advocate
Community trust · product empathy · family insights · insurance navigation
● Recruiting
Clinical Nurse
Alert UX design · clinical workflow integration · discharge protocol design
✓ Secured — Children's Hospital
Business / Investor Advisor
Health tech fundraising · go-to-market · Series A preparation · investor intros
● Recruiting
Pediatric Hospitalist
Clinical validation study design · IRB pathway · VCU / UVA network anchor
● Recruiting

Interested in advising Lumily?

Equity-based compensation. Structured around your availability. Every conversation starts with an NDA. Investor deck also available under NDA.

lauren@lumily.com
10 — Clinical Evidence Base

Built on
peer-reviewed research.

Every detection capability is grounded in published research. Lumily applies validated sensor combinations — not assumptions.

JAMA · July 2025
Chronic condition prevalence in children ages 3–17 reached 45.7% in 2023, up from 39.9% in 2011 — a meaningful increase in pediatric chronic disease burden over one decade.
Univ. of Pacific · 2025
Peer-reviewed review confirms a notable gap in wearable technologies specifically tailored to the pediatric population — validating Lumily's entire market thesis.
JMIR · 2025
Multimodal wearable models achieved 83% precision with 2–5 minute lead time before peak distress in panic episode prediction — supporting the Lumily Mental Health Bundle.
Pediatric Blood Cancer · 2022
Wearable continuous temperature monitoring detected fever 5–12 hours earlier than standard oral thermometry in febrile neutropenia, enabling earlier antibiotic initiation.
JAMA Network Open · 2023
Wearable HR, HRV, and movement data can detect ADHD and sleep problems in children with high accuracy using ML models — validating the ADHD Bundle approach.
HRS Consensus · 2024
Expert Consensus Statement on Arrhythmias in the Athlete provides the clinical framework for Lumily's cardiac exertion monitoring and alert threshold design.
IEEE · Lurie Children's · 2024
Wearable cough detection for children with CF validated that continuous acoustic monitoring provides meaningful clinical data on disease progression.
Biosensors MDPI · 2025
36 clinical studies across pediatric populations validate wearable AI for postoperative recovery and sepsis detection in children.
Hardware & Firmware Engineering Partner

Lumily is being built with a dedicated hardware and firmware engineering partner. The algorithm and AI roadmap — from rule-based Phase 1 to ML Phase 2 — is documented in the full technical PRD, covering EDA signal quality, sampling rates, on-device processing feasibility, and firmware memory constraints for the Phase 2 LSTM model. Full PRD available under NDA.

EDA Signal QualityOn-Device ProcessingLSTM Phase 2Firmware Architecture
11 — Development Roadmap

Bootstrap first. Grants before equity.
Angels before VCs.

Capital discipline is the strategy. AI-assisted development compresses Phase 1 cost by 60-70%. Non-dilutive grants extend runway before equity enters. Every dollar of seed money goes further because the foundation is already built.

Phase 0 · Now — Zero Hardware Spend
Validation
20 parent interviews + 10 hospital stakeholder interviews. Confirm NDI concept resonates with special needs families. Identify pilot hospital partner in VCU/UVA network. File provisional patents on NDI algorithm.
Parent interviewsHospital outreachProvisional patentLumily.com live
Phase 1 · Months 1–6 · Bootstrapped (~$65K)
Proof of Concept
Modified consumer wearable with custom firmware. Care Edition app MVP. 25-family beta cohort (20 general + 5 special needs). NSF SBIR Phase I submitted. Core advisory board formed.
LLC formationApp MVPBeta cohortNSF SBIR apply
Non-Dilutive Bridge · Months 4–8
Grants + Angel Round
NSF SBIR Phase I (~$275K) + FDA Pediatric Device Consortia close as non-dilutive capital. Simultaneously, $500K–$1M angel round from 2–3 healthcare/medtech angels who understand the space — before the formal seed round. This extends runway and signals capital discipline to institutional investors.
NSF SBIR ~$275KFDA PDC grantAngel $500K–$1MWomen's grants
Phase 2 · Months 7–14 · Seed Funded
Alpha Prototype
Close $3–5M seed with clinical validation data and beta users already in hand. Custom chassis v1 with full sensor suite. 50-patient clinical validation study at VCU/UVA. Epic Connection Hub developer registration. 510(k) pre-submission meeting. 1,000-unit pilot manufacturing run.
Seed $3–5MClinical studyEpic FHIR sandboxFDA pre-sub
Phase 3 · Months 15–20 · Seed Deployed
Commercial Launch
Kids Band DTC launch (e-commerce, Amazon, specialty retail). Care Edition + DME reimbursement program activated. 2–3 hospital pilot sites live with Clinical + EHR integration. Series A preparation begins.
Kids Band launchCare Edition launchHospital pilotsSeries A prep
Target · Month 20
Series A · $12–18M
Target valuation $60–80M. Data room built on MRR, churn, alert precision, NDI outcomes, hospital ARR, and 510(k) clearance progress.
$60–80M valuation$100K+ MRR target
Seed Round Target
$3–5M
18-month runway · bootstrapped Phase 0–1
Seed Round — Use of Funds ($3–5M)
Team · 18 months
$1.8M
Hardware Dev
$500K
Marketing
$500K
Software / AI
$400K
FDA + Clinical
$250K
Manufacturing
$150K
Total Seed Ask $3–5M
Non-Dilutive Funding Strategy
Core Government Grants
NSF SBIR Phase I~$275K · applying Q2 2026
FDA Pediatric Device ConsortiaActive · applying Q2 2026
DoD SBIRMilitary families · evaluating
NIDILRR (Nat'l Inst. on Disability)Federal · disability assistive tech
Women Founder Grants
SBA WOSB ProgramFederal contracting set-asides
Amber Grant for Women$10K/mo + $25K annual
Tory Burch Foundation FellowsActive · women entrepreneurs
Cartier Women's Initiative$100K+ · global program
Mission-Aligned
Fast ForwardTech nonprofit · accessibility
Autism SpeaksResearch + product grants
NIH SBIR/STTRAuthority expired Oct 2025
AI-Assisted Development

AI-assisted development compresses Phase 1 software build cost by 60–70% — extending runway significantly on the same seed capital. App MVP scaffolding, regulatory documentation, and clinical literature synthesis all at a fraction of traditional cost.

The Lumily Journey
Phase 0 · Now
Validation
Parent interviews
Patent filing
Hospital outreach
We are here
Phase 1 · Mo 1-6
Kids Band D2C
App MVP · Beta cohort
25 families · SBIR apply
Epic Bridge
Data Flow
QR sharing first
FHIR integration layers on
FDA + Clinical
Phase 2 · Post-FDA
Hospital Clinical
Post-discharge monitoring
EHR integration · Pilot sites
Requires 510(k)
Phase 3 · Mo 15-20
Scale
Commercial launch
Retail + DME + hospitals
Target · Mo 20+
Series A
$12-18M raise
$60-80M valuation
The Team
Lauren Thacker
FOUNDER & CEO · BRIGHT MANTLE HOLDINGS LLC · MIDLOTHIAN, VA

Lauren lives this problem. She navigates the medical system daily with an autoimmune disorder, POTS, EDS, and other complex conditions — often with little information and even less guidance. Her daughter has sensory processing disorder, is tilting toward EDS herself, and gets sick more often than most kids. Lauren has spent a thousand nights awake, alone, worried — and cried through too many of them. But the more mothers she talked to, the more she heard the same thing: "I wish I had something like that." That's why she's here. Lumily exists because no parent should have to guess whether their child is okay.

CONTACT
lauren@lumily.com
Investor deck available under NDA
Advisory inquiries welcome
Lumily
A BRIGHT MANTLE HOLDINGS LLC COMPANY
© 2026 Bright Mantle Holdings LLC · Lumily™ · All rights reserved
Confidential · Pre-Launch · Not for Distribution