CloudNC — Intro Blurb

Every precision metal part in every aircraft, missile, car, and medical implant is made on a CNC machine. A human has to program each one by hand. Every major software company in this industry tried to automate that programming step. They all failed and either partnered with or invested in us instead.

That's what CloudNC does. We're automating the $24B/yr the US spends on people hand-programming CNC machines. The workforce is shrinking 10% a year while reshoring and defense demand has never been higher. Two programmers needed for every one that exists.

19 months since launch: $6.1M ARR on $6.1M GTM spend, 5.5x growth, ~1,000 factories. This with just 2 of 30 integrations live. Six more ship H1.

We spent 7 years in deep tech mode building the physics-based AI that makes this possible. Autodesk led our $45M Series B. Lockheed Martin, In-Q-Tel, Atomico, and Demis Hassabis are on the cap table.

Raising $15M. I'm in SF this week: https://calendly.com/theo-cloudnc/30-minute-meeting-clone

Best,
Theo

Last updated March 31, 2026