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VC Intelligence Report

RealWear

Hardware — A hands-free head-mounted tablet for industrial workers — The RealWear HMT-1 is a powerful, full…
Hardwaresaasest. 2018
● Stable
Category standing real
78th pctl · Hardware
25.7
Signal score
0–100 composite · real
#937
Category rank
of 5,243 · real
63th
Universe percentile
vs 79,105 modeled · real
12%
Mortality P(dead)
model est. · model est.

Signal trajectory

real

Signal 11.114.6 across 25 readings (+3.6). Composite of press, GitHub velocity, community heat, liveness and funding.

Cross-sectional profile

percentile rank vs 79,105 modeled products
Signal (universe) real
63
Signal (category) real
78
Profile maturity real
63
Tag breadth real
29
Network position sparse
94
Press footprint sparse
0

Percentiles computed over the modeled cohort (embedding + signal + tags). Sparse dimensions — network and press — reflect that most products have zero, so a single edge or mention lifts the rank; read those with the coverage flag.

Mortality outlook

model estimate
12%
P(inactive)
Low risk
Higher risk than 21% of the universe.

This is a model estimate, not a verdict. 78,505 of the 79,105 modeled products are unlabeled and scored by the model only.

  • LightGBM · binary mortality (dead vs surviving)
  • Held-out AUC 0.71 · CV AUC 0.79 ± 0.05 · Brier 0.21
  • Trained on 600 verified labels (150 dead / 450 surviving)
  • Leakage-guarded: excludes status, discontinued_year, profile_maturity
  • Top drivers: tag breadth, signal, vintage, liveness, business model

n=600 is thin → 95% CI on AUC ≈ ±0.10. Treat as a directional signal, not a calibrated probability.

Analyst read

generated from the metrics above · no external narrative

RealWear sits in the 63th percentile of Launch Sentinel's 79,105-product universe by signal, ranked #937 of 5,243 in Hardware. The mortality model puts its probability of going inactive at 12% — a model estimate with a wide confidence band. It sits on the competitive-alternatives graph with 1 linked rival, so the comparable set below leans on curated edges. Signal momentum is roughly flat.

Comparable set

curated alternatives → functional tag-similarity
CompanyBasisSignalP(dead)
Microsoft Hololenshardwarecurated25.73%
HOTEL BLANKETS & DOONAS FOR AUSTRALIA'Sothertag-overlap30.073%
PSA Oxygen Plantothertag-overlap30.04%
Glass Enterprise Edition 2hardwaresimilar32.914%
Beston theme park rides for Salehardwaresimilar30.072%
Tesla Semihardwaresimilar22.92%
iPad Swivel Standhardwaresimilar30.016%
Fever Detection thermal systemhardwaresimilar30.072%

Confidence reflects source and category coherence: curated = an editorially linked alternative; similar = strong functional tag-overlap in the same category; tag-overlap = shared tags only and may be noisy. Signal & P(dead) are real / model.

Structure

observed attributes
Business modelsaas
Liveness tierquiet
Open sourceNo
Public APINo
Free tierNo
Enterprise tierNo

Funding & team

not in source

No disclosed funding in our sources. Funding data covers only ~1% of the corpus (462 rounds across 79K products), so absence here is unknown, not zero— we don't estimate a number we can't source.