Confidential - Elion Partnership

AI-native industrial sourcing for warehouses.

Start with Polk County. Prove the signal. Scale into Florida. Then decide what a national warehouse origination graph is worth.

Note on valuation: we are deliberately undecided on company value. We want to see what this can create for a company like Argy's first, then let the value conversation follow the evidence.

3,363Polk parcels indexed
2Plays: land + value-add
24/7AI sourcing engine
0Company valuation in deck
01 - Thesis

The next great industrial deals will be detected before they are listed.

Problem

Industrial sourcing is still relationship-first.

Broker flow, memory, and manual research decide who sees the opportunity. By the time a deal is obvious, the spread is thinner.

Shift

The signals now exist in public and private data.

Permits, freight, tenant movement, land constraints, ownership records, and capital markets can be read continuously.

Answer

Overflow turns those signals into action.

It scores parcels, resolves owners, builds dossiers, ranks outreach paths, and learns from every result.

02 - Product

A command layer for finding and creating warehouse opportunities.

Overflow is not a static dashboard. It is a workflow that moves from market signal to investable conversation.

Sense

Find pressure.

Demand, utilization, permits, tenant movement, port flow, and freight change.

Score

Rank the asset.

Land, existing buildings, constraints, entitlement path, rent, and exit logic.

Resolve

Find the person.

True owner, signer, attorney, broker, lender, and warm introduction route.

Act

Ship the dossier.

Memo, call order, outreach angle, objections, and next-step recommendation.

03 - Why AI changes it

Warehouses stop being found. They start being detected.

AI changes industrial sourcing because the system can watch thousands of small signals at once, connect them to ownership and buildability, and turn them into a weekly decision process.

The advantage compounds: every call, miss, owner response, broker path, and closed transaction improves the next signal.

LayerWhat it doesWhy it matters to Elion
Market signalReads freight, permits, utilization, hiring, tenant movement, and land-use changes.Shows pressure before a process forms.
Site intelligenceScores land and existing assets against geometry, utilities, zoning, environmental constraints, and access.Separates noise from buildable opportunity.
Owner truthLinks parcel, entity, signer, attorney, lender, broker, and reachable decision-maker.Turns a parcel into a conversation.
Underwriting memoryLearns from Elion feedback, closed outcomes, rejected leads, and broker intelligence.Makes the engine more Elion-specific over time.
04 - Scaling plan

A full program from Polk County to the national logistics graph.

Phase 0

Polk County

Prove the workflow on 3,363 industrial parcels with real owner resolution and weekly deal review.

Phase 1

I-4 Corridor

Extend into Lakeland, Tampa, Orlando, Daytona, and adjacent logistics nodes.

Phase 2

Florida

Create the statewide command layer for ports, airports, rail, last-mile nodes, and industrial overlays.

Phase 3

Sunbelt

Expand into high-growth logistics states and test the repeatability of the model.

Phase 4

United States

Build the national industrial sourcing graph for capital and data buyers.

05 - Economics

Show the build cost. Leave company value undecided.

Important: the numbers below are budget ranges to build and operate the system. They are not a valuation for Overflow.

ScaleOne-time build budgetMonthly operating budgetWhat it proves
Polk proof$75k-$150k$5k-$12kCan the engine create real deal conversations?
I-4 Corridor$250k-$450k$20k-$40kCan Elion use it weekly across adjacent markets?
Florida$700k-$1.2M$60k-$110kCan it become Elion's private Florida origination layer?
Sunbelt$2M-$3.5M$175k-$300kCan the model scale across major logistics states?
United States$6M-$10M$500k-$900kCan large capital groups use it to source industrial exposure?
06 - Value discovery

We are undecided on valuation by design.

The right number should come after Elion sees what this brings to its own sourcing machine.

If Polk proves it, the conversation becomes simple: should Elion own it, partner with it, keep it private for Florida, or help scale it into a national asset?

07 - Exit logic

The buyer is anyone who needs logistics alpha before the market sees it.

Elion moat

Keep it private.

If the operating value is strongest inside Elion, the system becomes a proprietary origination layer.

JV / operating company

Scale it together.

Elion contributes market judgment and capital relationships. Overflow contributes the AI-native engine.

Strategic sale

Sell the graph.

Capital groups, data platforms, REITs, and real-estate managers can use the graph to source industrial exposure.

08 - Close

Make Argy want the right to scale it.

Pick the proof gate: Polk, I-4, or all Florida. Give Overflow live Elion judgment. Let the evidence show what the machine is worth.

The question: if this becomes the AI-native sourcing layer for industrial real estate, what should Elion do before someone else understands it?