Radar
SERICA OS · OPPORTUNITY
The whole opportunity universe — every segment scored, waved, and gated.
Fed by: the v2.0 scoring model + the TARIC agent
Looks good when: wave-1 segments are scored, TARIC-clean, and supplier-linked.
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WAVE 1 — NOW
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WAVE 2 — VERIFY
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GATED
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PIPELINE
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DECLASSIFIED
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PROSPECT READY
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TOTAL UNIVERSE
TIER:
LOADING SEGMENTS…
Highest Conviction (T1)
Expand Into (T2)
Structural Edge
- → Shenzhen base = supplier vetting at zero incremental travel cost
- → REACH + food/feed compliance layer = the moat — most SMEs structurally blocked
- → Demand aggregation to FCL = unlocks pricing tiers Chinese producers won't offer to SMEs
- → Beachhead: feed/food/fermentation additives → water treatment → industrial minerals
Excluded — Why Logged
SERICA MATERIALS · INTERNAL · CONFIDENTIAL · v1.0